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 |
| Mackenzie Financial Corp. | 0.00% | Add +4.3% | 19,656 | $672K |
| Bay Capital Advisors, LLC | 0.56% | No change | 19,646 | $672K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.7% | 19,587 | $670K |
| Towne Trust Company, N.A | 0.23% | Reduce -12.3% | 19,184 | $656K |
| Two Sigma Investments, LP | 0.00% | Add +4.9% | 19,019 | $650K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 19,000 | $650K |
| Vista Investment Management | 0.25% | Reduce -6.6% | 18,978 | $649K |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 17,679 | $604K |
| Bay Rivers Group | 0.31% | No change | 17,378 | $594K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 17,250 | $590K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $560K |
| O'Brien Greene & Co. Inc | 0.18% | No change | 16,042 | $548K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 15,983 | $546K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 15,597 | $533K |
| First Western Trust Bank | 0.03% | Reduce -14.6% | 15,571 | $532K |
| Keybank National Association | 0.00% | Add +23.0% | 15,413 | $527K |
| SG Americas Securities, LLC | 0.00% | New | 15,368 | $525K |
| Quadrant Capital Group LLC | 0.02% | Add +9760.0% | 15,283 | $523K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 15,217 | $520K |
| Handelsbanken Fonder AB | 0.00% | Add +16.1% | 15,188 | $519K |
| XML Financial, LLC | 0.05% | No change | 15,055 | $515K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 15,013 | $513K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.9% | 14,383 | $492K |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.1% | 14,100 | $482K |
| Prospera Financial Services Inc | 0.01% | New | 13,954 | $477K |
| Redmond Asset Management, LLC | 0.12% | No change | 13,607 | $465K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -10.6% | 13,500 | $464K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 12,482 | $427K |
| Arlington Financial Advisors, LLC | 0.07% | New | 12,265 | $419K |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 12,210 | $417K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -40.2% | 12,137 | $415K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 12,099 | $414K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $399K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 11,359 | $388K |
| Centiva Capital, LP | 0.02% | New | 11,274 | $385K |
| BCS Wealth Management | 0.10% | No change | 11,194 | $383K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.9% | 11,153 | $381K |
| GAMCO Investors | 0.00% | No change | 11,000 | $376K |
| &partners | 0.00% | No change | 10,843 | $374K |
| Verition Fund Management LLC | 0.00% | Reduce -42.3% | 10,788 | $369K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.8% | 10,344 | $354K |
| Squarepoint Ops LLC | 0.00% | New | 10,190 | $348K |
| Inspire Investing, LLC | 0.04% | Reduce -14.5% | 10,056 | $344K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 10,007 | $342K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.0% | 9,878 | $338K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 9,635 | $329K |
| Verity Asset Management, Inc. | 0.13% | New | 9,539 | $326K |
| Engineers Gate Manager LP | 0.01% | Reduce -45.1% | 9,316 | $319K |
| Sei Investments Co. | 0.00% | Reduce -0.6% | 8,915 | $305K |
| Tull Financial Group, Inc. | 0.18% | Add +0.1% | 8,796 | $301K |
| FMR LLC | 0.00% | Add +36.0% | 8,327 | $285K |
| HSBC Holdings PLC | 0.00% | Reduce -0.3% | 8,154 | $279K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -27.9% | 7,747 | $264K |
| Aquatic Capital Management LLC | 0.01% | New | 7,505 | $257K |
| State of Wisconsin Investment Board | 0.00% | Add +2.8% | 7,482 | $256K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,354 | $251K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -58.0% | 7,159 | $245K |
| Advantage Alpha Capital Partners LP | 0.06% | Reduce -60.8% | 6,954 | $238K |
| Mariner, LLC | 0.00% | Add +8.4% | 6,944 | $237K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 6,748 | $232K |
| Cordgrass Capital Advisors, LLC | 0.07% | Add +7.6% | 6,730 | $230K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,727 | $230K |
| Ieq Capital, LLC | 0.00% | New | 6,720 | $230K |
| RFG Advisory, LLC | 0.01% | Reduce -0.1% | 6,496 | $222K |
| Monument Capital Management | 0.07% | New | 6,416 | $219K |
| Aldebaran Financial Inc. | 0.25% | No change | 6,000 | $205K |
| EMC Capital Management | 0.12% | No change | 5,703 | $195K |
| Bessemer Group Inc. | 0.00% | Add +137.0% | 5,121 | $175K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $172K |
| AlphaQuest LLC | 0.02% | Add +0.0% | 4,732 | $162K |
| BNP Paribas Financial Markets | 0.00% | Reduce -53.1% | 4,145 | $142K |
| KBC Group NV | 0.00% | No change | 3,858 | $132K |
| Nisa Investment Advisors, LLC | 0.00% | Add +32.6% | 2,850 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.7% | 2,491 | $85K |
| Amalgamated Bank | 0.00% | Add +0.3% | 2,439 | $83K |
| Federated Hermes, Inc. | 0.00% | No change | 2,410 | $82K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 2,387 | $82K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,158 | $74K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 2,138 | $73K |
| Cwm, LLC | 0.00% | Add +9.3% | 1,607 | $55K |
| American Capital Advisory, LLC | 0.03% | No change | 1,500 | $51K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.2% | 1,213 | $41K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $34K |
| Versant Capital Management, Inc | 0.01% | Add +23.6% | 953 | $33K |
| Coldstream Capital Management Inc. | 0.00% | New | 857 | $29K |
| Summit Securities Group LLC | 0.02% | New | 810 | $28K |
| Abound Financial, LLC | 0.01% | New | 800 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.5% | 895 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| Comerica Bank | 0.00% | No change | 559 | $19K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 519 | $18K |
| Allworth Financial LP | 0.00% | Add +200.6% | 532 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 459 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 439 | $15K |
| SVB Wealth LLC | 0.00% | New | 419 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +25.0% | 395 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | Add +0.8% | 395 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.3% | 374 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 343 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| City State Bank | 0.00% | No change | 300 | $10K |
| Hollencrest Capital Management | 0.00% | New | 285 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -98.7% | 267 | $9K |
| Richardson Financial Services Inc. | 0.01% | New | 233 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 200 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +1636.4% | 191 | $6K |
| Rothschild Investment LLC | 0.00% | Add +125.0% | 135 | $5K |
| Costello Asset Management, INC | 0.00% | New | 116 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 103 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -28.9% | 106 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +162.5% | 105 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 96 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.0% | 73 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +78.3% | 41 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -89.6% | 38 | $1K |
| Brooklyn Investment Group | 0.00% | New | 36 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 30 | $1K |
| Larson Financial Group LLC | 0.00% | New | 30 | $1K |
| Hemington Wealth Management | 0.00% | Add +35.1% | 50 | $1K |
| Main Street Group, LTD | 0.00% | No change | 24 | $821 |
| Stephens Consulting, LLC | 0.00% | New | 20 | $684 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $548 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 12 | $410 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $342 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 5 | $171 |
| IFP Advisors, Inc | 0.00% | No change | 5 | $171 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $69 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $68 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $34 |
| Covestor Ltd | 0.00% | No change | 9 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.