Tompkins Financial Corp: which funds bought and sold

Institutions that bought and sold Tompkins Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 104 institutions that filed 13F reports for both quarters added to or opened positions in Tompkins Financial, and 76 cut or closed them. Together they added a net 247K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 199K shares (+25.1%); index fund managers were net buyers of 111K shares (+2.1%). 25 opened a new position and 12 sold out entirely.

Bought, Q2 2026 104 institutions, 25 of them new holders Sold, Q2 2026 76 institutions, 12 of them sold out

Net change, all compared +247K shares (+2.5%)

Net change, active managers +199K shares (+25.1%), 13 bought, 11 sold

Buyers versus sellers

institutions compared, 227

104 bought 47 76 sold

Active managers and hedge funds 13 bought · 11 sold · +199K

Index fund managers 9 bought · 3 sold · +111K

Other institutions 82 bought · 62 sold · −63K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+105K +34.3%	413K	$39M
First Trust Advisors LP	+49K +789.7%	55K	$5.2M
Blackrock, Inc. Index funds	+47K +2.4%	2.0M	$194M
Adage Capital Partners Gp, L.L.C. Hedge fund	+25K +22.3%	139K	$13.1M
Two Sigma Investments, LP Hedge fund	+25K +99.7%	49K	$4.6M
Logan Capital Management Inc	+23K New position	23K	$2.2M
Geode Capital Management, LLC Index funds	+22K +6.4%	371K	$35M
AQR Capital Management LLC Hedge fund	+22K +29.4%	98K	$9.2M
State Street Corp Index funds	+22K +1.8%	1.2M	$114M
Arrowstreet Capital, Limited Partnership Hedge fund	+21K +192.2%	33K	$3.1M
Dimensional Fund Advisors LP	+20K +3.4%	607K	$57.4M
Xtx Topco Ltd	+14K +464.4%	17K	$1.6M
Invesco Ltd.	+14K +18.8%	91K	$8.6M
Vanguard Portfolio Management LLC Index funds	+13K +1.8%	767K	$72.5M
HSBC Holdings PLC	+13K New position	13K	$1.2M
Millennium Management LLC Hedge fund	+13K +252.8%	18K	$1.7M
Northern Trust Corp Index funds	+9,762 +7.1%	147K	$13.9M
Royce & Associates LP Active manager	+9,107 New position	9,107	$860,794
Russell Investments Group, Ltd.	+7,066 +366.9%	8,992	$850,005
Wells Fargo & Company	+6,917 +90.9%	15K	$1.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+105K +34.3%	413K	$39M
Adage Capital Partners Gp, L.L.C. Hedge fund	+25K +22.3%	139K	$13.1M
Two Sigma Investments, LP Hedge fund	+25K +99.7%	49K	$4.6M
AQR Capital Management LLC Hedge fund	+22K +29.4%	98K	$9.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+21K +192.2%	33K	$3.1M
Millennium Management LLC Hedge fund	+13K +252.8%	18K	$1.7M
Royce & Associates LP Active manager	+9,107 New position	9,107	$860,794
Price T Rowe Associates Inc Active manager	+5,155 +21.4%	29K	$2.8M
Balyasny Asset Management L.P. Hedge fund	+4,665 New position	4,665	$440,936
Acadian Asset Management LLC Active manager	+4,466 New position	4,466	$421,000

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Rhino Investment Partners, Inc	−131K −78.4%	36K	$3.4M
Goldman Sachs Group Inc	−32K −35.1%	60K	$5.7M
SG Americas Securities, LLC	−31K −85.9%	5,132	$485,000
Jpmorgan Chase & Co	−21K −46.8%	24K	$2.3M
Intech Investment Management LLC Active manager	−13K −79.6%	3,238	$306,055
Ejf Capital LP	−11K Sold out	0	—
Proshare Advisors LLC Index funds	−9,584 −11.3%	75K	$7.1M
Jane Street Group, LLC	−9,061 Sold out	0	—
Teacher Retirement System Of Texas	−8,037 −41.3%	11K	$1.1M
Susquehanna International Group, LLP	−7,802 −71.3%	3,138	$296,604
Man Group PLC Hedge fund	−6,868 Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−4,349 −19.0%	19K	$1.8M
Sterling Investment Counsel, LLC	−4,312 −52.1%	3,968	$375,055
Rhumbline Advisers Index funds	−4,175 −11.3%	33K	$3.1M
Cornell Pochily Investment Advisors, Inc.	−3,886 −3.2%	118K	$11.1M
Quadrature Capital Ltd Hedge fund	−3,814 Sold out	0	—
United Capital Financial Advisors, LLC	−3,620 Sold out	0	—
Voleon Capital Management LP Hedge fund	−3,276 Sold out	0	—
LPL Financial LLC	−2,880 −6.5%	41K	$3.9M
Citadel Advisors LLC Hedge fund	−2,418 −32.6%	4,995	$472,127

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Intech Investment Management LLC Active manager	−13K −79.6%	3,238	$306,055
Man Group PLC Hedge fund	−6,868 Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−4,349 −19.0%	19K	$1.8M
Quadrature Capital Ltd Hedge fund	−3,814 Sold out	0	—
Voleon Capital Management LP Hedge fund	−3,276 Sold out	0	—
Citadel Advisors LLC Hedge fund	−2,418 −32.6%	4,995	$472,127
Franklin Resources Inc Active manager	−2,245 −21.2%	8,360	$790,187
Wedge Capital Management L L P Active manager	−1,379 −4.9%	27K	$2.5M
D. E. Shaw & Co., Inc. Hedge fund	−914 −7.1%	12K	$1.1M
Winton Group Ltd Hedge fund	−759 −4.2%	18K	$1.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Logan Capital Management Inc	23K	$2.2M
HSBC Holdings PLC	13K	$1.2M
Royce & Associates LPActive manager	9,107	$860,794
Lido Advisors, LLC	6,025	$569,483
Tritonpoint Partners, LLC	4,758	$449,726
Balyasny Asset Management L.P.Hedge fund	4,665	$440,936
Acadian Asset Management LLCActive manager	4,466	$421,000
Cambridge Investment Research Advisors, Inc.	4,454	$420,000
Riverfront Investment Group, LLC	4,231	$399,914
Susquehanna Fundamental Investments, LLC	3,600	$340,272

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Ejf Capital LP	11K	$844,376
Jane Street Group, LLC	9,061	$714,370
Man Group PLCHedge fund	6,868	$541,473
Quadrature Capital LtdHedge fund	3,814	$300,696
United Capital Financial Advisors, LLC	3,620	$285,401
Voleon Capital Management LPHedge fund	3,276	$258,280
Rialto Wealth Management, LLC	200	$15,768
Quadrant Capital Group LLC	196	$15,453
Twin Peaks Wealth Advisors, LLC	36	$2,838
Mai Capital Management	34	$2,681

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 220
Ten largest holders: 73.1%
Index fund managers: 53.7%
Active managers and hedge funds: 9.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	11	3	3	+199K	+25.1%
Index fund managers	9	3	0	0	+111K	+2.1%
Other institutions	82	62	22	9	−63K	−1.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Tompkins Financial.

Only managers that filed a holdings report for both quarters are compared (227 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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