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Tompkins Financial Corp (TMP)

CUSIP: 890110109 | NYSE | Financial Services · Banks - Regional | Small Cap | 559 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tompkins Financial Corp1,104,591
7.5% of portfolio›$106.3M
Dimensional Fund Advisors LP635,067
0.0% of portfolio›$61.1M
Cornell Pochily Investment Advisors, Inc.114,990
2.9% of portfolio›$11.1M
ProShare Advisors LLC107,578
0.0% of portfolio›$10.4M
Principal Financial Group Inc61,212
0.0% of portfolio›$5.9M
John G Ullman & Associates Inc56,107
0.7% of portfolio›$5.4M
Wealth Enhancement Advisory Services, LLC39,056
0.0% of portfolio›$3.8M
Wedge Capital Management L L P26,851
0.0% of portfolio›$2.6M
Cardinal Capital Management26,595
0.3% of portfolio›$2.6M
Creative Planning20,169
0.0% of portfolio›$1.9M
New York State Teachers Retirement System12,753
0.0% of portfolio›$1.2K
Chicago Partners Investment Group LLC12,140
0.0% of portfolio›$1.2M
Rise Advisors, LLC11,632
0.3% of portfolio›$1.1M
Bailard, Inc.11,100
0.0% of portfolio›$1.1M
Citigroup Inc10,485
0.0% of portfolio›$1.0M
Waldron Private Wealth LLC8,841
0.0% of portfolio›$850.9K
Strs Ohio7,600
0.0% of portfolio›$731.5K
Atria Investments, Inc7,274
0.0% of portfolio›$700.1K
Lido Advisors, LLC6,024
0.0% of portfolio›$579.8K
Commonwealth Equity Services, LLC5,575
0.0% of portfolio›$536.6K
Louisiana State Employees Retirement System5,500
0.0% of portfolio›$529.4K
Ethic Inc.5,162
0.0% of portfolio›$496.8K
Tritonpoint Wealth, LLC4,771
0.0% of portfolio›$459.2K
W.G. Shaheen & Associates DBA Whitney & Co4,750
0.0% of portfolio›$457.2K
Reynders McVeigh Capital Management, LLC4,568
0.0% of portfolio›$439.7K
Sterling Investment Counsel, LLC3,968
0.1% of portfolio›$381.9K
Sterling Capital Management LLC3,809
0.0% of portfolio›$366.6K
LVW Advisors, LLC3,781
0.0% of portfolio›$363.9K
Hennion & Walsh Asset Management, Inc.3,634
0.0% of portfolio›$349.8K
Heritage Investment Group, Inc.3,629
0.0% of portfolio›$349.3K
Burns J W & Co Inc3,455
0.0% of portfolio›$332.6K
Arizona State Retirement System3,442
0.0% of portfolio›$331.3K
Amalgamated Bank3,346
0.0% of portfolio›$322
Yousif Capital Management, LLC3,257
0.0% of portfolio›$313.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS3,016
0.0% of portfolio›$290.3K
Swiss Life Asset Management Ltd2,873
0.0% of portfolio›$276.5K
Oregon Public Employees Retirement Fund2,868
0.0% of portfolio›$276.0K
Cross Staff Investments Inc2,840
0.2% of portfolio›$273.4K
Cambridge Investment Research Advisors, Inc.2,777
0.0% of portfolio›$267
State of Alaska, Department of Revenue2,708
0.0% of portfolio›$259
Cooper S Advisors, LLC2,577
0.1% of portfolio›$248.0K
Nisa Investment Advisors, LLC2,189
0.0% of portfolio›$210.7K
Vise Technologies, Inc.2,140
0.0% of portfolio›$206.0K
Hazlett, Burt & Watson, Inc.1,471
0.0% of portfolio›$142
Gamma Investing LLC1,254
0.0% of portfolio›$120.7K
IFP Advisors, Inc1,199
0.0% of portfolio›$115.4K
Eastern Bank1,168
0.0% of portfolio›$112.4K
Versant Capital Management, Inc654
0.0% of portfolio›$62.9K
MassMutual Private Wealth & Trust, FSB475
0.0% of portfolio›$45.7K
Trust Co of Vermont440
0.0% of portfolio›$42.4K
Pinnacle Wealth Planning Services, Inc.307
0.0% of portfolio›$29.5K
Valley National Advisers Inc238
0.0% of portfolio›$22.9K
Farther Finance Advisors, LLC213
0.0% of portfolio›$20.5K
EverSource Wealth Advisors, LLC204
0.0% of portfolio›$19.6K
SJS Investment Consulting Inc.157
0.0% of portfolio›$15.1K
Signaturefd, LLC125
0.0% of portfolio›$12.0K
Bokf, NA125
0.0% of portfolio›$12.0K
Essential Partners LLC69
0.0% of portfolio›$6.6K
Parallel Advisors, LLC67
0.0% of portfolio›$6.4K
Simplex Trading, LLC62
0.0% of portfolio›$6.0K
Creative Financial Designs Inc59
0.0% of portfolio›$5.7K
Salomon & Ludwin, LLC58
0.0% of portfolio›$5.6K
Private Wealth Management Group, LLC56
0.0% of portfolio›$5.4K
Fortitude Family Office, LLC53
0.0% of portfolio›$5.1K
Parkside Financial Bank & Trust48
0.0% of portfolio›$4.6K
True Wealth Design, LLC33
0.0% of portfolio›$3.2K
GK Wealth Management LLC33
0.0% of portfolio›$3.2K
Physician Wealth Advisors, Inc.28
0.0% of portfolio›$2.7K
Root Financial Partners, LLC26
0.0% of portfolio›$2.5K
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$1.6K
Clark Wealth Partners16
0.0% of portfolio›$1.5K
Farmers & Merchants Investments Inc13
0.0% of portfolio›$1.3K
Covestor Ltd11
0.0% of portfolio›$1
Bare Financial Services, Inc11
0.0% of portfolio›$1.1K
Breakwater Investment Management9
0.0% of portfolio›$867
CoreCap Advisors, LLC5
0.0% of portfolio›$502
UMB Private Wealth Management, LLC4
0.0% of portfolio›$385
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$193
Gilpin Wealth Management, LLC2
0.0% of portfolio›$193
Financial Consulate, Inc1
0.0% of portfolio›$97
SBI Securities Co., Ltd.1
0.0% of portfolio›$96
Davis Capital Management1
0.0% of portfolio›$96
Hughes Financial Services, LLC1
0.0% of portfolio›$102
StyleTurnoverLocationFiled
Tompkins Financial Corp
1,104,591$106.3M7.5%CoreLowIthaca, NY2026-10-05
Dimensional Fund Advisors LP
635,067$61.1M0.0%IndexLowAustin, TX2026-11-04
Cornell Pochily Investment Advisors, Inc.
114,990$11.1M2.9%CoreLowIthaca, NY2026-10-19
ProShare Advisors LLC
107,578$10.4M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
61,212$5.9M0.0%CoreLowDes Moines, IA2026-11-02
John G Ullman & Associates Inc
56,107$5.4M0.7%CoreLowCorning, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
39,056$3.8M0.0%CoreLowPlymouth, MN2026-10-13
Wedge Capital Management L L P
26,851$2.6M0.0%ValueMediumCharlotte, NC2026-10-13
Cardinal Capital Management
26,595$2.6M0.3%ValueVery LowRaleigh, NC2026-10-21
Creative Planning
20,169$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
12,753$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Chicago Partners Investment Group LLC
12,140$1.2M0.0%GARPLowChicago, IL2026-10-27
Rise Advisors, LLC
11,632$1.1M0.3%ETFMediumRochester, NY2026-10-16
Bailard, Inc.
11,100$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Citigroup Inc
10,485$1.0M0.0%CoreMediumNew York, NY2026-11-04
Waldron Private Wealth LLC
8,841$850.9K0.0%ETFVery LowBridgeville, PA2026-11-02
Strs Ohio
7,600$731.5K0.0%CoreMediumColumbus, OH2026-10-30
Atria Investments, Inc
7,274$700.1K0.0%CoreMediumCharlotte, NC2026-10-15
Lido Advisors, LLC
6,024$579.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
5,575$536.6K0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
5,500$529.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Ethic Inc.
5,162$496.8K0.0%CoreLowNew York, NY2026-11-03
Tritonpoint Wealth, LLC
4,771$459.2K0.0%CoreLowChevy Chase, MD2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
4,750$457.2K0.0%CoreLowRochester, NY2026-11-03
Reynders McVeigh Capital Management, LLC
4,568$439.7K0.0%GrowthLowBoston, MA2026-10-30
Sterling Investment Counsel, LLC
3,968$381.9K0.1%GrowthLowBuffalo, NY2026-10-19
Sterling Capital Management LLC
3,809$366.6K0.0%GARPMediumCharlotte, NC2026-10-22
LVW Advisors, LLC
3,781$363.9K0.0%CoreMediumPittsford, NY2026-10-19
Hennion & Walsh Asset Management, Inc.
3,634$349.8K0.0%ValueMediumParsippany, NJ2026-10-13
Heritage Investment Group, Inc.
3,629$349.3K0.0%ETFVery LowPompano Beach, FL2026-11-03
Burns J W & Co Inc
3,455$332.6K0.0%GrowthVery LowDewitt, NY2026-10-20
Arizona State Retirement System
3,442$331.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
3,346$3220.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
3,257$313.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
3,016$290.3K0.0%CoreLowHarrisburg, PA2026-11-03
Swiss Life Asset Management Ltd
2,873$276.5K0.0%CoreLowZurich, Switzerland2026-11-03
Oregon Public Employees Retirement Fund
2,868$276.0K0.0%IndexVery LowTigard, OR2026-10-30
Cross Staff Investments Inc
2,840$273.4K0.2%CoreVery LowPittsford, NY2026-10-22
Cambridge Investment Research Advisors, Inc.
2,777$2670.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
2,708$2590.0%CoreVery LowJuneau, AK2026-10-15
Cooper S Advisors, LLC
2,577$248.0K0.1%ETFLowVictor, NY2026-11-03
Nisa Investment Advisors, LLC
2,189$210.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Vise Technologies, Inc.
2,140$206.0K0.0%IndexLowNew York, NY2026-10-29
Hazlett, Burt & Watson, Inc.
1,471$1420.0%CoreVery LowWheeling, WV2026-11-04
Gamma Investing LLC
1,254$120.7K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
1,199$115.4K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
1,168$112.4K0.0%GrowthMediumBoston, MA2026-10-05
Versant Capital Management, Inc
654$62.9K0.0%GARPLowPhoenix, AZ2026-10-02
MassMutual Private Wealth & Trust, FSB
475$45.7K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co of Vermont
440$42.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pinnacle Wealth Planning Services, Inc.
307$29.5K0.0%GARPLowMansfield, OH2026-10-27
Valley National Advisers Inc
238$22.9K0.0%ETFLowBethlehem, PA2026-10-23
Farther Finance Advisors, LLC
213$20.5K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
204$19.6K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
157$15.1K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
125$12.0K0.0%IndexLowAtlanta, GA2026-10-23
Bokf, NA
125$12.0K0.0%CoreLowTulsa, OK2026-10-27
Essential Partners LLC
69$6.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
67$6.4K0.0%IndexLowSan Francisco, CA2026-11-03
Simplex Trading, LLC
62$6.0K0.0%CoreVery HighChicago, IL2026-11-04
Creative Financial Designs Inc
59$5.7K0.0%ETFMediumKokomo, IN2026-11-04
Salomon & Ludwin, LLC
58$5.6K0.0%ETFVery LowRichmond, VA2026-10-29
Private Wealth Management Group, LLC
56$5.4K0.0%ETFLowPrinceton, NJ2026-10-19
Fortitude Family Office, LLC
53$5.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
48$4.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
33$3.2K0.0%ETFMediumAkron, OH2026-10-13
GK Wealth Management LLC
33$3.2K0.0%GARPVery HighReno, NV2026-10-09
Physician Wealth Advisors, Inc.
28$2.7K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
26$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
17$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Clark Wealth Partners
16$1.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Farmers & Merchants Investments Inc
13$1.3K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
11$10.0%ValueHighLondon, United Kingdom2026-10-30
Bare Financial Services, Inc
11$1.1K0.0%ETFVery LowGap, PA2026-11-04
Breakwater Investment Management
9$8670.0%ETFLowSeattle, WA2026-10-20
CoreCap Advisors, LLC
5$5020.0%ETFMediumSouthfield, MI2026-10-08
UMB Private Wealth Management, LLC
4$3850.0%GrowthN/AKansas City, MO2026-10-19
Cedar Mountain Advisors, LLC
2$1930.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
2$1930.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
1$970.0%ETFLowHunt Valley, MD2026-10-23
SBI Securities Co., Ltd.
1$960.0%Agg GrowthLowTokyo, Mexico2026-10-22
Davis Capital Management
1$960.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
1$1020.0%ETFLowHerndon, VA2026-10-30