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 |
| Creative Planning | 0.00% | Add +5.3% | 20,078 | $684K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 20,043 | $683K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 19,923 | $679K |
| ProShare Advisors LLC | 0.00% | Add +49.0% | 19,797 | $674K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -46.4% | 19,752 | $673K |
| PMC FIG Opportunities LLC | 1.70% | Reduce -71.8% | 19,724 | $672K |
| Bay Capital Advisors, LLC | 0.54% | — | 19,646 | $669K |
| Dark Forest Capital Management LP | 0.10% | New | 19,232 | $655K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 19,000 | $647K |
| Mackenzie Financial Corp. | 0.00% | New | 18,836 | $642K |
| Verition Fund Management LLC | 0.00% | New | 18,699 | $637K |
| First Western Trust Bank | 0.03% | Add +0.6% | 18,228 | $621K |
| Two Sigma Investments, LP | 0.00% | Reduce -40.9% | 18,127 | $617K |
| Advantage Alpha Capital Partners LP | 0.14% | Add +12.6% | 17,757 | $605K |
| Bay Rivers Group | 0.29% | No change | 17,378 | $592K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +2.2% | 17,067 | $581K |
| Engineers Gate Manager LP | 0.01% | New | 16,981 | $578K |
| Two Sigma Advisers, LP | 0.00% | Reduce -4.7% | 16,800 | $572K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 16,464 | $561K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $558K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 16,072 | $547K |
| O'Brien Greene & Co. Inc | 0.18% | No change | 16,042 | $546K |
| KLP Kapitalforvaltning As | 0.00% | — | 15,100 | $518K |
| XML Financial, LLC | 0.05% | No change | 15,055 | $513K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 15,013 | $511K |
| Redmond Asset Management, LLC | 0.12% | New | 13,607 | $463K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,088 | $446K |
| Persistent Asset Partners Ltd | 0.38% | — | 12,426 | $444K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 12,880 | $439K |
| Keybank National Association | 0.00% | Add +10.6% | 12,535 | $427K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,522 | $426K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.9% | 12,383 | $422K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 12,099 | $412K |
| Jane Street Group, LLC | 0.00% | Reduce -84.1% | 11,917 | $406K |
| Inspire Investing, LLC | 0.04% | Reduce -5.7% | 11,756 | $400K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $397K |
| BCS Wealth Management | 0.09% | No change | 11,194 | $381K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 11,174 | $381K |
| GAMCO Investors | 0.00% | No change | 11,000 | $375K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.3% | 10,747 | $366K |
| &partners | 0.00% | No change | 10,843 | $365K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 10,342 | $352K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.7% | 10,266 | $350K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 10,007 | $341K |
| Sei Investments Co. | 0.00% | No change | 8,965 | $305K |
| Quantbot Technologies LP | 0.01% | New | 8,866 | $302K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.1% | 8,846 | $301K |
| Tull Financial Group, Inc. | 0.18% | New | 8,786 | $299K |
| HSBC Holdings PLC | 0.00% | Reduce -8.1% | 8,177 | $278K |
| Ascent Group, LLC | 0.02% | Reduce -39.0% | 7,874 | $268K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.4% | 7,354 | $250K |
| State of Wisconsin Investment Board | 0.00% | Add +18.0% | 7,277 | $248K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,727 | $229K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -24.4% | 6,748 | $229K |
| Cibc World Markets Corp. | 0.00% | New | 6,578 | $224K |
| RFG Advisory, LLC | 0.01% | Reduce -0.1% | 6,502 | $221K |
| Mariner, LLC | 0.00% | Reduce -2.2% | 6,405 | $218K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 6,257 | $213K |
| Quantedge Capital Pte Ltd | 0.08% | New | 6,200 | $211K |
| FMR LLC | 0.00% | Add +25.4% | 6,122 | $209K |
| Bison Wealth, LLC | 0.03% | — | 6,106 | $208K |
| Aldebaran Financial Inc. | 0.24% | New | 6,000 | $206K |
| EMC Capital Management | 0.11% | Add +1.7% | 5,703 | $194K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +107.3% | 5,619 | $191K |
| Evermay Wealth Management LLC | 0.03% | No change | 5,000 | $172K |
| AlphaQuest LLC | 0.02% | Reduce -86.6% | 4,730 | $161K |
| Raleigh Capital Management Inc. | 0.06% | No change | 4,338 | $148K |
| KBC Group NV | 0.00% | Add +28.2% | 3,858 | $131K |
| Amalgamated Bank | 0.00% | No change | 2,431 | $83K |
| Federated Hermes, Inc. | 0.00% | New | 2,410 | $82K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 2,336 | $80K |
| SouthState Bank Corp | 0.01% | No change | 2,316 | $79K |
| Sterling Capital Management LLC | 0.00% | Add +807.8% | 2,215 | $75K |
| Bessemer Group Inc. | 0.00% | No change | 2,161 | $74K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,150 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +872.1% | 2,158 | $74K |
| American Capital Advisory, LLC | 0.03% | No change | 1,500 | $51K |
| Cwm, LLC | 0.00% | Add +26.0% | 1,470 | $50K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,000 | $34K |
| Picton Mahoney Asset Management | 0.00% | New | 826 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -81.8% | 840 | $28K |
| Versant Capital Management, Inc | 0.01% | Add +44.6% | 771 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| Comerica Bank | 0.00% | Reduce -21.5% | 559 | $19K |
| Stonebridge Financial Group, LLC | 0.00% | — | 519 | $18K |
| Principal Securities, Inc. | 0.00% | Add +6.5% | 459 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.9% | 434 | $15K |
| Laurel Wealth Advisors LLC | 0.00% | Add +0.8% | 392 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +1.3% | 379 | $13K |
| Arax Advisory Partners | 0.00% | No change | 364 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -92.4% | 355 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +82.7% | 316 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| City State Bank | 0.00% | No change | 300 | $10K |
| STRS Ohio | 0.00% | No change | 300 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | New | 200 | $7K |
| Allworth Financial LP | 0.00% | Add +47.5% | 177 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 155 | $5K |
| GAMMA Investing LLC | 0.00% | Add +132.8% | 149 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 97 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +585.7% | 96 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -99.8% | 40 | $1K |
| Hemington Wealth Management | 0.00% | Add +68.2% | 37 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -97.8% | 24 | $818 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 23 | $783 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.1% | 16 | $545 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 15 | $511 |
| Farther Finance Advisors, LLC | 0.00% | No change | 11 | $375 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $341 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 5 | $170 |
| IFP Advisors, Inc | 0.00% | New | 5 | $170 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $136 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $68 |
| Covestor Ltd | 0.00% | Add +12.5% | 9 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.