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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $21.7M |
| Exits | 22 | $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 |
| D. E. Shaw & Co. | 0.00% | New | 22,718 | $777K |
| Level Four Advisory Services, LLC | 0.03% | No change | 22,397 | $766K |
| New York State Common Retirement Fund | 0.00% | No change | 21,754 | $744K |
| Mackenzie Financial Corp. | 0.00% | Add +6.3% | 20,896 | $714K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 20,723 | $708K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.8% | 19,959 | $682K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 19,938 | $681K |
| Bay Capital Advisors, LLC | 0.51% | No change | 19,646 | $672K |
| Allworth Financial LP | 0.00% | Add +3572.4% | 19,537 | $668K |
| Vista Investment Management | 0.24% | Reduce -0.2% | 18,932 | $647K |
| Towne Trust Company, N.A | 0.22% | Reduce -4.5% | 18,311 | $626K |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 17,639 | $603K |
| Bay Rivers Group | 0.27% | No change | 17,378 | $594K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 17,250 | $590K |
| Aquatic Capital Management LLC | 0.01% | Add +125.3% | 16,908 | $578K |
| Norges Bank | 0.00% | Reduce -83.4% | 16,740 | $572K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $559K |
| O'Brien Greene & Co. Inc | 0.18% | No change | 16,042 | $548K |
| Voloridge Investment Management, LLC | 0.00% | New | 15,985 | $546K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 15,935 | $545K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.7% | 15,868 | $542K |
| First Western Trust Bank | 0.02% | Reduce -0.7% | 15,467 | $529K |
| Quadrant Capital Group LLC | 0.02% | Add +0.0% | 15,289 | $523K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.8% | 15,100 | $520K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,188 | $519K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $515K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -78.1% | 14,905 | $509K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -24.4% | 14,801 | $506K |
| Sei Investments Co. | 0.00% | Add +65.4% | 14,743 | $504K |
| Gsa Capital Partners LLP | 0.03% | New | 14,543 | $497K |
| ProShare Advisors LLC | 0.00% | Reduce -4.7% | 14,502 | $496K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.9% | 14,407 | $492K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,383 | $492K |
| Bailard, Inc. | 0.01% | Reduce -31.4% | 14,000 | $479K |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 13,780 | $471K |
| Redmond Asset Management, LLC | 0.11% | No change | 13,607 | $465K |
| Keybank National Association | 0.00% | Reduce -15.7% | 13,000 | $444K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 12,099 | $414K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.7% | 12,047 | $412K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $398K |
| Centiva Capital, LP | 0.03% | Add +3.1% | 11,620 | $397K |
| Inspire Investing, LLC | 0.04% | Add +13.2% | 11,382 | $389K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 11,359 | $388K |
| GAMCO Investors | 0.00% | No change | 11,000 | $376K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 10,098 | $364K |
| BCS Wealth Management | 0.08% | Reduce -5.1% | 10,620 | $363K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 10,581 | $362K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.8% | 10,430 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +314.6% | 10,329 | $353K |
| &partners | 0.00% | Reduce -7.4% | 10,043 | $343K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 10,007 | $342K |
| Brevan Howard Capital Management LP | 0.00% | New | 9,854 | $337K |
| Prudential Financial Inc. | 0.00% | New | 9,423 | $327K |
| Persistent Asset Partners Ltd | 0.28% | New | 9,390 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.5% | 9,050 | $309K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -19.3% | 9,003 | $308K |
| Tull Financial Group, Inc. | 0.14% | Add +0.1% | 8,807 | $301K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.1% | 8,714 | $298K |
| SG Americas Securities, LLC | 0.00% | Reduce -50.2% | 7,655 | $262K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,354 | $251K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 7,262 | $248K |
| Monument Capital Management | 0.06% | Add +11.2% | 7,137 | $244K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -67.8% | 7,113 | $243K |
| BNP Paribas Financial Markets | 0.00% | Add +68.1% | 6,967 | $238K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -10.3% | 6,947 | $237K |
| HSBC Holdings PLC | 0.00% | Reduce -15.7% | 6,875 | $236K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 6,748 | $231K |
| Mariner, LLC | 0.00% | Reduce -2.9% | 6,740 | $230K |
| Cordgrass Capital Advisors, LLC | 0.06% | Add +0.1% | 6,740 | $230K |
| Ascent Group, LLC | 0.01% | New | 6,729 | $230K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,727 | $230K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.9% | 6,594 | $225K |
| Two Sigma Securities, LLC | 0.03% | New | 6,062 | $207K |
| Aldebaran Financial Inc. | 0.23% | No change | 6,000 | $205K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $172K |
| Federated Hermes, Inc. | 0.00% | Add +80.3% | 4,346 | $149K |
| FMR LLC | 0.00% | Reduce -48.6% | 4,279 | $146K |
| 1620 Investment Advisors, Inc. | 0.07% | New | 2,993 | $102K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,850 | $98K |
| Signaturefd, LLC | 0.00% | Add +5.5% | 2,519 | $86K |
| Amalgamated Bank | 0.00% | No change | 2,439 | $83K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $79K |
| Cwm, LLC | 0.00% | Add +37.2% | 2,205 | $75K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,158 | $74K |
| Bessemer Group Inc. | 0.00% | Reduce -58.6% | 2,121 | $73K |
| KBC Group NV | 0.00% | Reduce -47.6% | 2,020 | $69K |
| Sterling Capital Management LLC | 0.00% | Add +59.1% | 1,930 | $66K |
| Acadian Asset Management LLC | 0.00% | New | 1,604 | $54K |
| American Capital Advisory, LLC | 0.03% | No change | 1,500 | $51K |
| Private Trust Co. NA | 0.00% | New | 1,169 | $40K |
| Principal Securities, Inc. | 0.00% | Add +139.2% | 1,098 | $38K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 899 | $31K |
| Quantbot Technologies LP | 0.00% | New | 881 | $30K |
| Versant Capital Management, Inc | 0.00% | Reduce -19.1% | 771 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 766 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +931.5% | 753 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 582 | $20K |
| Comerica Bank | 0.00% | No change | 559 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.4% | 424 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +33.7% | 357 | $12K |
| Richardson Financial Services Inc. | 0.01% | Add +39.9% | 326 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| City State Bank | 0.00% | No change | 300 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Add +156.3% | 264 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.6% | 245 | $8K |
| GAMMA Investing LLC | 0.00% | Add +110.4% | 223 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 200 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 190 | $7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 144 | $5K |
| Costello Asset Management, INC | 0.00% | Add +0.9% | 117 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Larson Financial Group LLC | 0.00% | Add +276.7% | 113 | $4K |
| Quarry LP | 0.00% | New | 102 | $3K |
| Kestra Investment Management, LLC | 0.00% | No change | 96 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -13.3% | 91 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -79.2% | 82 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -51.9% | 65 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 60 | $2K |
| Hemington Wealth Management | 0.00% | Add +22.0% | 61 | $2K |
| MAI Capital Management | 0.00% | New | 45 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 43 | $1K |
| Arax Advisory Partners | 0.00% | No change | 38 | $1K |
| Brooklyn Investment Group | 0.00% | No change | 36 | $1K |
| Main Street Group, LTD | 0.00% | No change | 24 | $820 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -43.9% | 23 | $786 |
| Essential Partners LLC | 0.00% | — | 16 | $547 |
| Fortitude Family Office, LLC | 0.00% | New | 15 | $513 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 12 | $411 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -94.2% | 11 | $376 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -37.5% | 10 | $342 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 5 | $171 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 4 | $137 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $137 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $103 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $103 |
| True Wealth Design, LLC | 0.00% | New | 2 | $69 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $68 |
| Covestor Ltd | 0.00% | Reduce -44.4% | 5 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.