Towne BankTOWN
13F holders, Q1 2024 (March 31)211holders
5famous investors
$28.07avg. 13F price*
At the end of Q1 2024, 211 institutions reported holding Towne Bank (TOWN) in their 13F filings. The largest holders were Vanguard Group Inc. ($207.4M), BlackRock Inc. ($151.2M) and Dimensional Fund Advisors LP ($116.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $22.3M |
| Exits | 14 | $7.0M |
Ownership 211 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.4% | 7,389,625 | $207.4M |
| BlackRock Inc. | 0.00% | Reduce -8.7% | 5,386,826 | $151.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.8% | 4,150,129 | $116.5M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -0.8% | 3,829,369 | $107.5M |
| State Street Corp. | 0.00% | Add +4.2% | 1,981,663 | $56.1M |
| Nuance Investments, LLC | 1.19% | Reduce -33.1% | 1,613,305 | $45.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 1,586,509 | $44.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.6% | 812,574 | $22.8M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 782,233 | $21.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 676,905 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 646,473 | $18.1M |
| Renaissance Technologies | 0.03% | Add +0.3% | 630,141 | $17.7M |
| Ameriprise Financial Inc. | 0.00% | Add +14.9% | 501,897 | $14.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +105.3% | 500,592 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 483,783 | $13.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.2% | 442,836 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 401,708 | $11.3M |
| Chartwell Investment Partners, LLC | 0.35% | Reduce -18.8% | 359,266 | $10.1M |
| Norges Bank | 0.00% | Reduce -5.0% | 346,250 | $9.7M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 342,141 | $9.6M |
| Royce & Associates LP | 0.09% | Add +20.5% | 341,421 | $9.6M |
| LSV Asset Management | 0.02% | Reduce -7.6% | 326,477 | $9.2M |
| Bridgeway Capital Management, LLC | 0.18% | Add +4.9% | 317,480 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -14.7% | 293,186 | $8.2M |
| Empowered Funds, LLC | 0.10% | Add +8.2% | 196,880 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -12.0% | 183,882 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +92.5% | 181,730 | $5.1M |
| First Trust Advisors LP | 0.01% | Reduce -14.7% | 181,288 | $5.1M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 174,876 | $4.9M |
| Millennium Management | 0.00% | Add +512.4% | 163,899 | $4.6M |
| Invesco Ltd. | 0.00% | Add +21.6% | 154,475 | $4.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.11% | Reduce -7.3% | 145,502 | $4.1M |
| Deprince Race & Zollo Inc. | 0.09% | New | 141,735 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -46.9% | 140,690 | $3.9M |
| Swiss National Bank | 0.00% | No change | 140,015 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 134,153 | $3.8M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -2.6% | 122,285 | $3.4M |
| Barclays PLC | 0.00% | Reduce -29.1% | 117,983 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 116,336 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.8% | 103,609 | $2.9M |
| Boothbay Fund Management, LLC | 0.09% | New | 102,674 | $2.9M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -55.1% | 99,230 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 98,936 | $2.8M |
| UBS Group AG | 0.00% | Reduce -14.4% | 90,902 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 89,936 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 85,002 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 84,930 | $2.4M |
| Voloridge Investment Management, LLC | 0.01% | Add +576.0% | 80,885 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +0.8% | 80,446 | $2.3M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 76,969 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 70,971 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.7% | 68,805 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +941.2% | 68,814 | $1.9M |
| Credit Suisse AG/ | 0.00% | Add +4.5% | 67,325 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Add +68.5% | 65,480 | $1.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.34% | No change | 62,000 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.3% | 60,191 | $1.7M |
| PMC FIG Opportunities LLC | 2.41% | New | 57,326 | $1.6M |
| Citigroup Inc. | 0.00% | Add +30.7% | 52,760 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +8.6% | 52,042 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -38.3% | 49,223 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -65.6% | 46,648 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -13.0% | 46,510 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | New | 45,758 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +94.6% | 47,696 | $1.3M |
| AMG National Trust Bank | 0.04% | Add +79.8% | 44,831 | $1.3M |
| Equitable Trust Co. | 0.08% | No change | 42,811 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.3% | 40,127 | $1.1M |
| De Lisle Partners LLP | 0.26% | — | 39,894 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 37,777 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 36,782 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 33,811 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +7.4% | 35,752 | $1.0M |
| Financial Security Advisor, Inc. | 0.35% | Reduce -2.4% | 35,101 | $994K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 34,611 | $971K |
| BNP Paribas Financial Markets | 0.00% | Add +77.6% | 34,349 | $964K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 32,112 | $900K |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 31,896 | $895K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.4% | 31,226 | $876K |
| SummerHaven Investment Management, LLC | 0.54% | Add +1.1% | 30,618 | $859K |
| Salzhauer Michael | 0.69% | No change | 30,533 | $857K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 30,052 | $843K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.2% | 30,284 | $830K |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $826K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 28,815 | $809K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 25,727 | $722K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.9% | 25,528 | $716K |
| Focus Partners Wealth | 0.01% | No change | 25,194 | $707K |
| Two Sigma Investments, LP | 0.00% | Add +142.3% | 24,958 | $700K |
| Citadel Advisors | 0.00% | Add +37.8% | 24,264 | $681K |
| Dark Forest Capital Management LP | 0.11% | New | 24,109 | $676K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 24,000 | $673K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.3% | 23,982 | $673K |
| Voya Investment Management LLC | 0.00% | Reduce -17.6% | 23,900 | $671K |
| Mariner, LLC | 0.00% | Reduce -38.0% | 23,830 | $669K |
| Zacks Investment Management | 0.01% | Add +87.8% | 23,484 | $659K |
| Towne Trust Company, N.A | 0.24% | Add +1.4% | 23,406 | $657K |
| Choreo, LLC | 0.02% | Add +24.7% | 23,192 | $651K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 22,943 | $644K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.5% | 22,519 | $632K |
| PBMares Wealth Management LLC | 0.16% | No change | 22,045 | $619K |
| Jane Street Group, LLC | 0.00% | Reduce -51.8% | 21,931 | $615K |
| Creative Planning | 0.00% | Add +25.2% | 21,900 | $615K |
| US Bancorp \de | 0.00% | Reduce -3.7% | 21,745 | $610K |
| Gsa Capital Partners LLP | 0.05% | Reduce -27.1% | 21,518 | $604K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2100.3% | 21,519 | $604K |
| Harbor Capital Advisors, Inc. | 0.08% | New | 21,348 | $599K |
| Vista Investment Management | 0.24% | No change | 20,800 | $584K |
| Martingale Asset Management L P | 0.01% | New | 20,205 | $567K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 20,000 | $561K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 19,530 | $548K |
| Endeavour Capital Advisors Inc. | 0.19% | Reduce -56.6% | 19,168 | $538K |
| State of Tennessee, Department of Treasury | 0.00% | New | 18,902 | $530K |
| Arbor Investment Advisors, LLC | 0.07% | No change | 17,462 | $490K |
| Bay Rivers Group | 0.27% | No change | 17,378 | $488K |
| First Western Trust Bank | 0.02% | No change | 17,378 | $488K |
| Sei Investments Co. | 0.00% | Reduce -25.4% | 16,447 | $462K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $459K |
| Jump Financial, LLC | 0.01% | New | 16,312 | $458K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 16,140 | $457K |
| O'Brien Greene & Co. Inc | 0.15% | No change | 16,042 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.9% | 15,422 | $433K |
| Teacher Retirement System of Texas | 0.00% | Add +46.3% | 15,388 | $432K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $422K |
| Lincoln National Corp. | 0.01% | Add +0.0% | 14,900 | $418K |
| Edgestream Partners, L.P. | 0.02% | New | 14,800 | $415K |
| BCS Wealth Management | 0.13% | Reduce -1.5% | 14,303 | $401K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 13,706 | $385K |
| Commonwealth Equity Services, LLC | 0.00% | Add +76.9% | 13,497 | $379K |
| Ascent Group, LLC | 0.03% | No change | 13,465 | $378K |
| Advantage Alpha Capital Partners LP | 0.07% | Reduce -25.5% | 13,437 | $377K |
| Franklin Resources Inc. | 0.00% | Reduce -33.2% | 13,193 | $370K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,088 | $367K |
| Inspire Investing, LLC | 0.04% | Reduce -1.4% | 12,722 | $357K |
| ProShare Advisors LLC | 0.00% | Add +8.6% | 12,617 | $354K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,522 | $351K |
| Anchor Investment Management, LLC | 0.04% | No change | 12,000 | $337K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $327K |
| Eudaimonia Partners, LLC | 0.08% | No change | 11,287 | $317K |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 11,113 | $312K |
| GAMCO Investors | 0.00% | No change | 11,000 | $309K |
| Compton Wealth Advisory Group, LLC | 0.08% | Add +13.1% | 10,007 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +117.7% | 9,854 | $277K |
| Walleye Capital LLC | 0.00% | New | 9,748 | $274K |
| Ellsworth Advisors, LLC | 0.08% | Add +1.8% | 10,105 | $267K |
| Olympiad Research LP | 0.17% | New | 9,338 | $262K |
| Royal Bank of Canada | 0.00% | Reduce -66.9% | 9,288 | $261K |
| AQR Capital Management | 0.00% | Add +16.4% | 9,252 | $260K |
| Landscape Capital Management, L.L.C. | 0.02% | No change | 8,965 | $252K |
| Prelude Capital Management, LLC | 0.02% | New | 8,964 | $252K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.9% | 8,675 | $243K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.3% | 8,663 | $243K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.3% | 8,675 | $243K |
| SG Americas Securities, LLC | 0.00% | New | 8,341 | $234K |
| Principal Financial Group Inc. | 0.00% | Reduce -63.4% | 8,062 | $226K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -36.0% | 7,905 | $222K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 7,859 | $221K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.7% | 7,811 | $219K |
| HSBC Holdings PLC | 0.00% | New | 7,781 | $218K |
| Occudo Quantitative Strategies LP | 0.04% | New | 7,770 | $218K |
| Financial Advisory Group | 0.04% | No change | 7,397 | $208K |
| Aquatic Capital Management LLC | 0.01% | New | 7,300 | $205K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,978 | $196K |
| Bessemer Group Inc. | 0.00% | Add +45.2% | 6,817 | $191K |
| EMC Capital Management | 0.10% | Add +230.4% | 5,703 | $160K |
| Evermay Wealth Management LLC | 0.02% | Reduce -16.7% | 5,000 | $142K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 4,809 | $135K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,614 | $127K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.5% | 4,351 | $122K |
| Raleigh Capital Management Inc. | 0.05% | No change | 4,338 | $122K |
| Quantbot Technologies LP | 0.01% | New | 3,841 | $108K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -7.2% | 3,694 | $104K |
| nVerses Capital, LLC | 0.20% | New | 3,000 | $84K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,660 | $75K |
| Amalgamated Bank | 0.00% | Reduce -60.7% | 2,431 | $68K |
| Signaturefd, LLC | 0.00% | Add +66.6% | 2,373 | $67K |
| SouthState Bank Corp | 0.01% | No change | 2,316 | $65K |
| FMR LLC | 0.00% | Reduce -3.3% | 1,815 | $51K |
| EntryPoint Capital, LLC | 0.04% | Reduce -1.4% | 1,708 | $48K |
| American Capital Advisory, LLC | 0.03% | No change | 1,500 | $40K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.6% | 1,213 | $34K |
| Comerica Bank | 0.00% | Reduce -20.1% | 1,045 | $29K |
| Main Street Group, LTD | 0.01% | New | 1,043 | $29K |
| Avior Wealth Management, LLC | 0.00% | New | 735 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 670 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 533 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 433 | $12K |
| Laurel Wealth Advisors LLC | 0.00% | Add +0.8% | 382 | $11K |
| Heritage Wealth Advisors | 0.00% | Add +215.5% | 366 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $9K |
| City State Bank | 0.00% | No change | 300 | $8K |
| STRS Ohio | 0.00% | Reduce -97.9% | 300 | $8K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $8K |
| Acima Private Wealth, LLC | 0.00% | No change | 250 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.8% | 222 | $6K |
| Lindbrook Capital, LLC | 0.00% | Reduce -36.5% | 212 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 155 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 95 | $3K |
| ClariVest Asset Management LLC | 0.00% | Add +34.3% | 90 | $3K |
| Allworth Financial LP | 0.00% | No change | 51 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 49 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 46 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 43 | $1K |
| Cwm, LLC | 0.00% | No change | 27 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 18 | $506 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 8 | $225 |
| Rothschild Investment LLC | 0.00% | New | 5 | $140 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 5 | $140 |
| TFO Wealth Partners, LLC | 0.00% | No change | 3 | $84 |
| AlphaQuest LLC | 0.00% | New | 1 | $28 |
| Covestor Ltd | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.