Towne BankTOWN

13F holders, Q2 2025 (June 30)
242holders +8
31new positions
22sold out
6famous investors
$34.16avg. 13F price*

At the end of Q2 2025, 242 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 8 from Q1 2025. 31 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($253.1M), BlackRock, Inc. ($182.6M) and T. Rowe Price Investment Management, Inc. ($146.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Towne Bank
CUSIP
89214P109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 211Q1 2024Q2 2024: 202Q2 2024Q3 2024: 214Q3 2024Q4 2024: 218Q4 2024Q1 2025: 234Q1 2025Q2 2025: 242Q2 2025Q3 2025: 263Q3 2025Q4 2025: 262Q4 2025Q1 2026: 287Q1 2026Q2 2026: 300Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$21.7M
Exits22$5.0M

All 13F filers, Q1 2025 → Q2 2025: 3,121,052 shares bought and 1,463,036 shares sold, net +1,658,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 242 holders

Vanguard Group Inc. 0.00% Add +0.1% 7,404,766 $253.1M
BlackRock, Inc. 0.00% Reduce -1.8% 5,341,661 $182.6M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -2.3% 4,292,669 $146.7M
Dimensional Fund Advisors LP 0.03% Reduce -1.4% 4,269,135 $145.9M
Victory Capital Management Inc. 0.06% Add +0.3% 2,592,446 $88.6M
State Street Corp. 0.00% Add +2.6% 2,003,504 $69.0M
Geode Capital Management, LLC 0.00% Reduce -0.1% 1,725,388 $59.0M
Brown Advisory Inc. 0.05% Add +2646.3% 1,218,786 $41.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.9% 796,569 $27.2M
Wellington Management Group LLP 0.00% Add +18.7% 777,002 $26.6M
Janus Henderson Group PLC 0.01% Reduce -5.0% 740,595 $25.3M
Renaissance Technologies 0.03% Add +4.9% 710,950 $24.3M
Northern Trust Corp. 0.00% Reduce -0.8% 664,762 $22.7M
American Century Companies Inc. 0.01% Reduce -13.7% 597,907 $20.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +8.1% 578,037 $19.8M
Royce & Associates LP 0.20% Reduce -2.3% 562,999 $19.2M
Ameriprise Financial Inc. 0.00% Add +2.1% 533,149 $18.2M
Bank of New York Mellon Corp 0.00% Add +1.6% 527,204 $18.0M
Nuveen, LLC 0.00% Reduce -8.3% 418,094 $14.3M
Bank of America Corp. 0.00% Add +25.9% 404,131 $13.8M
Morgan Stanley 0.00% Add +28.6% 329,543 $11.3M
FJ Capital Management LLC 1.09% New 301,231 $10.3M
JPMorgan Chase & Co. 0.00% Reduce -21.9% 271,167 $9.3M
Raymond James Financial Inc. 0.00% Reduce -31.6% 263,960 $9.0M
Goldman Sachs Group Inc. 0.00% Add +3.4% 245,929 $8.4M
Lightrock Netherlands B.V. 2.26% No change 282,752 $8.2M
Qube Research & Technologies Ltd 0.01% Add +68.5% 235,300 $8.0M
Clark Capital Management Group, Inc. 0.05% Add +49.7% 225,458 $7.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +38.9% 219,101 $7.5M
Susquehanna International Group, LLP 0.01% Add +22.1% 213,550 $7.3M
Russell Investments Group, Ltd. 0.01% Reduce -0.1% 204,357 $7.0M
Edgestream Partners, L.P. 0.17% Add +96.3% 183,905 $6.3M
Barclays PLC 0.00% Add +42.1% 163,926 $5.6M
Clearstead Advisors, LLC 0.08% Add +0.1% 161,250 $5.5M
Focus Partners Wealth 0.01% Add +1.0% 144,773 $4.9M
Panagora Asset Management Inc. 0.02% Reduce -0.1% 140,714 $4.8M
Swiss National Bank 0.00% Reduce -1.4% 135,715 $4.6M
Deprince Race & Zollo Inc. 0.10% Add +7.9% 135,389 $4.6M
Invesco Ltd. 0.00% Reduce -14.8% 130,900 $4.5M
Jane Street Group, LLC 0.01% Reduce -19.4% 126,901 $4.3M
Rhumbline Advisers 0.00% Add +2.5% 125,027 $4.3M
First Trust Advisors LP 0.00% Reduce -9.7% 123,886 $4.2M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -0.5% 123,730 $4.2M
De Lisle Partners LLP 0.56% No change 116,625 $4.0M
Guggenheim Capital LLC 0.03% Reduce -9.3% 108,088 $3.7M
Cerity Partners LLC 0.01% Add +6.4% 106,809 $3.7M
Hotchkis & Wiley Capital Management LLC 0.01% Add +5.4% 106,290 $3.6M
Millennium Management 0.00% Reduce -72.8% 103,917 $3.6M
Dark Forest Capital Management LP 0.14% Reduce -10.0% 101,895 $3.5M
Citigroup Inc. 0.00% Reduce -12.3% 99,034 $3.4M
Maltese Capital Management LLC 0.46% Add +5.6% 95,000 $3.2M
Citadel Advisors 0.00% Add +75.5% 91,840 $3.1M
UBS Group AG 0.00% Add +9.6% 91,608 $3.1M
Alliancebernstein L.P. 0.00% Reduce -0.1% 90,152 $3.1M
DAVENPORT & Co LLC 0.02% Reduce -1.3% 88,896 $3.0M
Wells Fargo & Company 0.00% Add +29.2% 87,197 $3.0M
Legal & General Group Plc 0.00% Add +6.0% 84,275 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +6.5% 83,144 $2.8M
Cubist Systematic Strategies, LLC 0.03% Add +113.4% 82,940 $2.8M
Two Sigma Investments, LP 0.01% Add +323.6% 80,566 $2.8M
Truist Financial Corp. 0.00% Reduce -11.5% 72,371 $2.5M
Osaic Holdings, Inc. 0.00% Add +617.1% 70,831 $2.4M
California State Teachers Retirement System 0.00% Add +0.7% 68,857 $2.4M
Marshall Wace, LLP 0.00% New 67,759 $2.3M
Martingale Asset Management L P 0.05% Reduce -4.4% 65,186 $2.2M
Boothbay Fund Management, LLC 0.07% New 63,616 $2.2M
Rosenthal | Henry Capital Advisors, Inc. 2.14% No change 62,000 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +2.0% 55,007 $1.9M
AQR Capital Management 0.00% Add +55.8% 54,520 $1.9M
AMG National Trust Bank 0.05% Add +0.8% 51,406 $1.8M
Deutsche Bank AG 0.00% Reduce -9.3% 50,910 $1.7M
Brandywine Global Investment Management, LLC 0.01% Reduce -3.9% 50,552 $1.7M
Captrust Financial Advisors 0.00% Add +1.9% 44,316 $1.5M
Equitable Trust Co. 0.07% No change 42,586 $1.5M
Peak Planning Group, LLC 0.93% Reduce -4.8% 42,431 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -0.1% 41,908 $1.4M
Envestnet Asset Management Inc. 0.00% Add +5.5% 41,082 $1.4M
Intech Investment Management LLC 0.01% Reduce -20.6% 40,047 $1.4M
Rafferty Asset Management, LLC 0.00% Add +17.4% 39,151 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.3% 38,762 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.1% 38,075 $1.3M
Dynamic Technology Lab Private Ltd 0.17% New 37,680 $1.3M
Financial Security Advisor, Inc. 0.29% Reduce -1.0% 36,893 $1.3M
LPL Financial LLC 0.00% Add +8.5% 35,704 $1.2M
Choreo, LLC 0.02% Reduce -0.9% 33,981 $1.2M
Engineers Gate Manager LP 0.01% Add +243.8% 32,031 $1.1M
Baird Financial Group, Inc. 0.00% No change 29,443 $1.0M
Salzhauer Michael 0.63% Reduce -4.8% 29,071 $994K
SummerHaven Investment Management, LLC 0.64% Add +1.6% 28,643 $979K
Two Sigma Advisers, LP 0.00% Add +103.0% 28,623 $978K
Franklin Resources Inc. 0.00% Reduce -24.1% 27,583 $943K
PMC FIG Opportunities LLC 1.38% New 27,230 $931K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +277.2% 27,001 $923K
AlphaQuest LLC 0.09% Add +468.3% 26,892 $919K
US Bancorp \de 0.00% Reduce -2.0% 26,703 $913K
Teacher Retirement System of Texas 0.00% Reduce -5.2% 26,613 $910K
State Board of Administration of Florida Retirement System 0.00% No change 26,237 $897K
Creative Planning 0.00% Add +29.3% 26,234 $897K
Cary Street Partners Financial LLC 0.02% No change 25,223 $862K
PBMares Wealth Management LLC 0.15% Add +0.1% 24,266 $829K

"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.

Show all 242 holders