Towne BankTOWN
13F holders, Q4 2024 (December 31)218holders +4
21new positions
21sold out
5famous investors
$34.07avg. 13F price*
At the end of Q4 2024, 218 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 4 from Q3 2024. 21 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($254.8M), BlackRock, Inc. ($187.4M) and T. Rowe Price Investment Management, Inc. ($148.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $39.6M |
| Exits | 21 | $23.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,949,496 shares bought and 2,128,876 shares sold, net +820,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| Vanguard Group Inc. | 0.00% | Add +0.7% | 7,482,171 | $254.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 5,501,466 | $187.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +5.1% | 4,344,673 | $148.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.1% | 4,334,669 | $147.6M |
| State Street Corp. | 0.00% | Add +7.8% | 2,153,871 | $73.9M |
| Victory Capital Management Inc. | 0.07% | Add +9.1% | 2,155,201 | $73.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 1,685,474 | $57.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 845,335 | $28.8M |
| Janus Henderson Group PLC | 0.01% | Add +6.3% | 787,667 | $26.8M |
| American Century Companies Inc. | 0.01% | Reduce -3.2% | 761,609 | $25.9M |
| Renaissance Technologies | 0.04% | Add +6.9% | 714,850 | $24.3M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 688,871 | $23.5M |
| Wellington Management Group LLP | 0.00% | New | 672,170 | $22.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -24.3% | 584,285 | $19.9M |
| Royce & Associates LP | 0.17% | Add +10.8% | 538,053 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 537,845 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 518,050 | $17.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -11.5% | 457,882 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.7% | 426,661 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +16.5% | 421,602 | $14.4M |
| Raymond James Financial Inc. | 0.01% | — | 414,637 | $14.1M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 318,187 | $10.8M |
| FJ Capital Management LLC | 1.15% | New | 290,906 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -17.0% | 276,768 | $9.4M |
| Millennium Management | 0.01% | Add +1265.5% | 243,773 | $8.3M |
| Lightrock Netherlands B.V. | 2.37% | — | 197,096 | $6.7M |
| Norges Bank | 0.00% | Reduce -12.2% | 187,474 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.2% | 181,161 | $6.2M |
| Invesco Ltd. | 0.00% | Add +0.3% | 167,173 | $5.7M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +0.8% | 167,113 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +1.9% | 166,258 | $5.7M |
| Clearstead Advisors, LLC | 0.08% | Reduce -0.1% | 159,818 | $5.4M |
| Barclays PLC | 0.00% | Add +6.5% | 153,218 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.2% | 150,598 | $5.1M |
| Swiss National Bank | 0.00% | Add +0.7% | 147,115 | $5.0M |
| Focus Partners Wealth | 0.01% | Reduce -0.5% | 134,181 | $4.6M |
| Rhumbline Advisers | 0.00% | Reduce -0.5% | 127,355 | $4.3M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -3.9% | 125,938 | $4.3M |
| Citigroup Inc. | 0.00% | Add +55.2% | 124,577 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +10.6% | 118,781 | $4.0M |
| De Lisle Partners LLP | 0.58% | No change | 116,625 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 109,607 | $3.7M |
| Martingale Asset Management L P | 0.09% | Add +376.5% | 102,955 | $3.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +1.0% | 102,330 | $3.5M |
| First Trust Advisors LP | 0.00% | Reduce -48.0% | 99,924 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Add +402.4% | 99,006 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Add +93.0% | 97,580 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 88,252 | $3.0M |
| Legal & General Group Plc | 0.00% | Add +2.8% | 86,671 | $3.0M |
| UBS Group AG | 0.00% | Add +42.1% | 80,832 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -5.3% | 79,881 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 75,107 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 72,842 | $2.5M |
| Maltese Capital Management LLC | 0.38% | New | 72,100 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 70,065 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 69,577 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +40.2% | 69,269 | $2.4M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -56.3% | 67,850 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +775.2% | 67,458 | $2.3M |
| Balyasny Asset Management L.P. | 0.01% | Add +201.0% | 62,130 | $2.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.96% | No change | 62,000 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +50.6% | 59,621 | $2.0M |
| AMG National Trust Bank | 0.05% | Add +0.3% | 51,109 | $1.8M |
| LPL Financial LLC | 0.00% | Add +50.0% | 47,447 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -6.1% | 46,775 | $1.6M |
| Peak Planning Group, LLC | 0.63% | Reduce -1.9% | 44,561 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 44,380 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 43,977 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 42,679 | $1.5M |
| Equitable Trust Co. | 0.08% | Reduce -0.5% | 42,586 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 40,000 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 39,240 | $1.3M |
| Financial Security Advisor, Inc. | 0.33% | Add +3.0% | 38,167 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +269.7% | 36,051 | $1.2M |
| Empowered Funds, LLC | 0.02% | Reduce -84.0% | 35,990 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +234.4% | 35,980 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 34,947 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +31.5% | 34,790 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 34,724 | $1.2M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -90.1% | 34,048 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -30.7% | 31,248 | $1.1M |
| Salzhauer Michael | 0.53% | No change | 30,533 | $1.0M |
| Choreo, LLC | 0.01% | Add +1.3% | 30,112 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $1.0M |
| SummerHaven Investment Management, LLC | 0.58% | No change | 27,798 | $947K |
| AQR Capital Management | 0.00% | Add +33.3% | 26,458 | $901K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -5.2% | 25,736 | $877K |
| Cary Street Partners Financial LLC | 0.03% | — | 25,232 | $859K |
| PBMares Wealth Management LLC | 0.17% | Add +9.6% | 24,203 | $824K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.4% | 22,901 | $780K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.9% | 22,152 | $754K |
| Towne Trust Company, N.A | 0.26% | Reduce -4.3% | 21,887 | $745K |
| New York State Common Retirement Fund | 0.00% | No change | 21,754 | $741K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 21,693 | $739K |
| Voya Investment Management LLC | 0.00% | Reduce -5.7% | 21,618 | $736K |
| Royal Bank of Canada | 0.00% | Add +15.1% | 21,448 | $731K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 21,266 | $724K |
| Vista Investment Management | 0.26% | Reduce -1.1% | 20,328 | $692K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 20,299 | $691K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +1.9% | 20,073 | $684K |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.