Tompkins Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.98 M | $114.65 M | 100.00% | 13.96% |
| VANGUARD GROUP INC | 11/13/2024 | 1.30 M | $75.23 M | 1.36% | 9.16% |
| STATE STREET CORP | 11/14/2024 | 1.30 M | $75.00 M | -1.95% | 9.13% |
| TOMPKINS FINANCIAL CORP | 11/01/2024 | 1.15 M | $66.57 M | -2.54% | 8.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 598,777 | $34.60 M | 4.79% | 4.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 291,312 | $16.84 M | 0.61% | 2.05% |
| MORGAN STANLEY | 11/14/2024 | 167,892 | $9.70 M | 20.03% | 1.18% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 148,426 | $8.58 M | -8.87% | 1.04% |
| JOHN G ULLMAN & ASSOCIATES INC | 11/08/2024 | 120,765 | $6.98 M | -2.39% | 0.85% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 115,090 | $6.65 M | -14.29% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 112,762 | $6.52 M | -10.71% | 0.79% |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. | 10/15/2024 | 107,201 | $6.20 M | -1.41% | 0.75% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 95,954 | $5.55 M | 21.37% | 0.68% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 82,325 | $4.76 M | 5.89% | 0.58% |
| JPMORGAN CHASE & CO | 11/08/2024 | 62,286 | $3.60 M | 139.06% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 59,063 | $3.41 M | -4.52% | 0.42% |
| INVESCO LTD. | 11/12/2024 | 50,822 | $2.94 M | -11.69% | 0.36% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 48,048 | $2.78 M | -6.06% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 47,083 | $2.72 M | -3.79% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 45,888 | $2.65 M | 69.70% | 0.32% |
| RHUMBLINE ADVISERS | 11/12/2024 | 39,334 | $2.27 M | -3.29% | 0.28% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 38,511 | $2.23 M | 3.55% | 0.27% |
| UBS GROUP AG | 11/14/2024 | 37,505 | $2.17 M | 8.36% | 0.26% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 36,261 | $2.10 M | -12.40% | 0.26% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 34,368 | $1.99 M | -2.42% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 33,209 | $1.92 M | -1.86% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 30,823 | $1.78 M | -19.96% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 27,735 | $1.60 M | 270.00% | 0.20% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 26,569 | $1.54 M | -3.63% | 0.19% |
| BARCLAYS PLC | 11/19/2024 | 25,878 | $1.50 M | 115.65% | 0.18% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 25,600 | $1.48 M | -21.23% | 0.18% |
| JANE STREET GROUP, LLC | 11/15/2024 | 25,100 | $1.45 M | 130.49% | 0.18% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/12/2024 | 24,880 | $1.44 M | 131.33% | 0.18% |
| SWISS NATIONAL BANK | 11/07/2024 | 24,100 | $1.39 M | 0.00% | 0.17% |
| LOGAN CAPITAL MANAGEMENT INC | 12/06/2024 | 23,439 | $1.35 M | 0.00% | 0.16% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 23,432 | $1.35 M | -53.32% | 0.16% |
| HRT FINANCIAL LP | 11/12/2024 | 21,226 | $1.23 M | 31.54% | 0.15% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 20,896 | $1.21 M | 0.00% | 0.15% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 20,702 | $1.20 M | -4.17% | 0.15% |
| WINTON GROUP LTD | 11/12/2024 | 19,386 | $1.12 M | -3.88% | 0.14% |
| CARDINAL CAPITAL MANAGEMENT | 10/16/2024 | 15,911 | $919,497 | 23.70% | 0.11% |
| RISE ADVISORS, LLC | 10/11/2024 | 15,812 | $913,751 | -0.06% | 0.11% |
| WASHINGTON TRUST CO | 10/25/2024 | 15,410 | $890,544 | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 14,462 | $835,000 | -5.80% | 0.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 13,947 | $806,000 | -25.73% | 0.10% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 12,959 | $752,000 | -12.66% | 0.09% |
| RAFFERTY ASSET MANAGEMENT, LLC | 11/13/2024 | 12,205 | $705,327 | -30.30% | 0.09% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 11,610 | $670,942 | -3.05% | 0.08% |
| STERLING INVESTMENT COUNSEL, LLC | 10/22/2024 | 11,394 | $658,459 | 0.00% | 0.08% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/29/2024 | 11,016 | $682,880 | 2.96% | 0.08% |
Tompkins Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 200 institutional investors and hedge funds held shares of Tompkins Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.98 M
VANGUARD GROUP INC: 1.3 M
STATE STREET CORP: 1.3 M
TOMPKINS FINANCIAL CORP: 1.15 M
DIMENSIONAL FUND ADVISORS LP: 598,777
GEODE CAPITAL MANAGEMENT, LLC: 291,312
65.21% of Tompkins Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 12.67 M shares in the last 24 months. This purchase volume represents approximately $865.31 M in transactions.