Towne BankTOWN
13F holders, Q1 2025 (March 31)234holders +16
32new positions
15sold out
5famous investors
$34.21avg. 13F price*
At the end of Q1 2025, 234 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 16 from Q4 2024. 32 opened new positions and 15 sold out. The largest holders were Vanguard Group Inc. ($252.9M), BlackRock, Inc. ($186.0M) and T. Rowe Price Investment Management, Inc. ($150.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $17.3M |
| Exits | 15 | $19.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,932,381 shares bought and 1,990,940 shares sold, net −58,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 7,396,082 | $252.9M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 5,439,743 | $186.0M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +1.1% | 4,393,296 | $150.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.2% | 4,327,572 | $148.0M |
| Victory Capital Management Inc. | 0.09% | Add +19.9% | 2,584,688 | $88.4M |
| State Street Corp. | 0.00% | Reduce -9.3% | 1,952,476 | $67.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 1,727,943 | $59.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.9% | 820,662 | $28.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.0% | 780,008 | $26.9M |
| American Century Companies Inc. | 0.01% | Reduce -9.0% | 693,006 | $23.7M |
| Renaissance Technologies | 0.04% | Reduce -5.2% | 677,950 | $23.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 670,202 | $22.9M |
| Wellington Management Group LLP | 0.00% | Reduce -2.6% | 654,365 | $22.4M |
| Royce & Associates LP | 0.21% | Add +7.1% | 576,042 | $19.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -8.5% | 534,661 | $18.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 521,979 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 518,700 | $17.7M |
| Nuveen, LLC | 0.00% | — | 455,815 | $15.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.9% | 386,167 | $13.2M |
| Millennium Management | 0.01% | Add +56.6% | 381,761 | $13.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.7% | 347,040 | $11.9M |
| Bank of America Corp. | 0.00% | Add +15.9% | 320,873 | $11.0M |
| Lightrock Netherlands B.V. | 2.55% | Add +43.5% | 282,752 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -19.5% | 256,282 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.3% | 237,866 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +12.9% | 204,488 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +79.3% | 174,970 | $6.0M |
| Clearstead Advisors, LLC | 0.09% | Add +0.8% | 161,099 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.7% | 157,713 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +1220.9% | 157,411 | $5.4M |
| Invesco Ltd. | 0.00% | Reduce -8.1% | 153,647 | $5.3M |
| Clark Capital Management Group, Inc. | 0.04% | New | 150,649 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +6.8% | 143,340 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Add +42.2% | 140,791 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.0% | 139,675 | $4.8M |
| Swiss National Bank | 0.00% | Reduce -6.4% | 137,715 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +37.4% | 137,258 | $4.7M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -0.4% | 125,473 | $4.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -25.6% | 124,305 | $4.2M |
| Rhumbline Advisers | 0.00% | Reduce -4.2% | 122,036 | $4.2M |
| Guggenheim Capital LLC | 0.04% | Add +0.3% | 119,202 | $4.1M |
| De Lisle Partners LLP | 0.66% | No change | 116,625 | $4.0M |
| Barclays PLC | 0.00% | Reduce -24.7% | 115,339 | $3.9M |
| Dark Forest Capital Management LP | 0.18% | Add +488.9% | 113,262 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -9.3% | 112,926 | $3.9M |
| Norges Bank | 0.00% | Reduce -46.1% | 100,976 | $3.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -1.4% | 100,850 | $3.4M |
| Cerity Partners LLC | 0.01% | Reduce -8.4% | 100,379 | $3.4M |
| Edgestream Partners, L.P. | 0.11% | New | 93,664 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 90,252 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +12.7% | 90,032 | $3.1M |
| Maltese Capital Management LLC | 0.51% | Add +24.8% | 90,000 | $3.1M |
| UBS Group AG | 0.00% | Add +3.4% | 83,572 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +12.2% | 81,747 | $2.8M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 79,487 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 78,043 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 68,354 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -33.8% | 68,186 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.9% | 68,066 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 67,496 | $2.3M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.14% | No change | 62,000 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -5.9% | 56,113 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -23.1% | 53,916 | $1.8M |
| Brandywine Global Investment Management, LLC | 0.01% | New | 52,602 | $1.8M |
| Citadel Advisors | 0.00% | Add +67.5% | 52,330 | $1.8M |
| AMG National Trust Bank | 0.05% | Reduce -0.3% | 50,981 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +39.9% | 50,437 | $1.7M |
| Peak Planning Group, LLC | 0.64% | No change | 44,561 | $1.5M |
| Brown Advisory Inc. | 0.00% | No change | 44,380 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 43,474 | $1.5M |
| Equitable Trust Co. | 0.08% | No change | 42,586 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 41,963 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 41,837 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 40,541 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 38,930 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 38,862 | $1.3M |
| Financial Security Advisor, Inc. | 0.33% | Reduce -2.4% | 37,269 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 36,333 | $1.2M |
| AQR Capital Management | 0.00% | Add +32.3% | 34,996 | $1.2M |
| Choreo, LLC | 0.02% | Add +13.9% | 34,296 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.5% | 34,437 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -28.7% | 33,355 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -30.6% | 32,915 | $1.1M |
| Salzhauer Michael | 0.67% | No change | 30,533 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $1.0M |
| SummerHaven Investment Management, LLC | 0.67% | Add +1.4% | 28,200 | $964K |
| Teacher Retirement System of Texas | 0.00% | Reduce -19.3% | 28,065 | $960K |
| US Bancorp \de | 0.00% | Add +28.1% | 27,249 | $932K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +30.9% | 26,237 | $897K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.4% | 25,514 | $872K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.0% | 25,223 | $862K |
| PBMares Wealth Management LLC | 0.17% | Add +0.1% | 24,233 | $829K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -13.0% | 22,397 | $766K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.2% | 22,108 | $756K |
| Jefferies Financial Group Inc. | 0.01% | New | 22,100 | $756K |
| New York State Common Retirement Fund | 0.00% | No change | 21,754 | $744K |
| Bailard, Inc. | 0.02% | New | 20,400 | $697K |
| Arizona State Retirement System | 0.00% | Reduce -6.2% | 20,351 | $696K |
| Creative Planning | 0.00% | Add +1.1% | 20,297 | $694K |
| Voya Investment Management LLC | 0.00% | Reduce -8.8% | 19,716 | $674K |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.