Towne BankTOWN
13F holders, Q3 2025 (September 30)263holders +21
46new positions
23sold out
7famous investors
$34.56avg. 13F price*
At the end of Q3 2025, 263 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 21 from Q2 2025. 46 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($264.1M), BlackRock, Inc. ($186.9M) and Dimensional Fund Advisors LP ($149.4M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $23.9M |
| Exits | 23 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,178,766 shares bought and 1,854,110 shares sold, net +1,324,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Vanguard Group Inc. | 0.00% | Add +3.2% | 7,639,169 | $264.1M |
| BlackRock, Inc. | 0.00% | Add +1.2% | 5,406,456 | $186.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.3% | 4,322,602 | $149.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +0.6% | 4,320,022 | $149.3M |
| State Street Corp. | 0.00% | Add +5.7% | 2,116,916 | $73.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -18.4% | 2,116,396 | $73.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 1,798,541 | $62.2M |
| Brown Advisory Inc. | 0.07% | Add +22.4% | 1,492,118 | $51.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 817,163 | $28.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.8% | 734,691 | $25.4M |
| Renaissance Technologies | 0.03% | Reduce -1.9% | 697,494 | $24.1M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 689,901 | $23.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +6.1% | 613,323 | $21.2M |
| Royce & Associates LP | 0.21% | Add +7.2% | 603,649 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 533,902 | $18.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 516,113 | $17.8M |
| American Century Companies Inc. | 0.01% | Reduce -18.1% | 489,768 | $16.9M |
| Wellington Management Group LLP | 0.00% | Reduce -42.0% | 450,573 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.9% | 422,662 | $14.6M |
| Nuveen, LLC | 0.00% | Reduce -3.7% | 402,739 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 367,316 | $12.7M |
| Clark Capital Management Group, Inc. | 0.07% | Add +51.5% | 341,471 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 330,937 | $11.4M |
| Morgan Stanley | 0.00% | Reduce -14.8% | 280,630 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +14.7% | 269,984 | $9.3M |
| Lightrock Netherlands B.V. | 2.38% | Add +9.2% | 308,752 | $9.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 257,737 | $8.9M |
| Millennium Management | 0.01% | Add +118.5% | 227,111 | $7.9M |
| FJ Capital Management LLC | 0.82% | Reduce -26.1% | 222,459 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.0% | 220,696 | $7.6M |
| Towne Trust Company, N.A | 2.29% | Add +1020.2% | 205,116 | $7.1M |
| Marshall Wace, LLP | 0.01% | Add +188.2% | 195,283 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +64.8% | 175,189 | $6.1M |
| UBS Group AG | 0.00% | Add +72.8% | 158,345 | $5.5M |
| Clearstead Advisors, LLC | 0.08% | Reduce -2.4% | 157,387 | $5.4M |
| Boothbay Fund Management, LLC | 0.14% | Add +147.3% | 157,289 | $5.4M |
| Edgestream Partners, L.P. | 0.16% | Reduce -15.7% | 155,127 | $5.4M |
| Swiss National Bank | 0.00% | Add +6.3% | 144,215 | $5.0M |
| Deprince Race & Zollo Inc. | 0.10% | Add +4.4% | 141,297 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Add +0.1% | 140,798 | $4.9M |
| Focus Partners Wealth | 0.01% | Reduce -7.2% | 134,422 | $4.6M |
| Barclays PLC | 0.00% | Reduce -25.1% | 122,725 | $4.2M |
| Rhumbline Advisers | 0.00% | Reduce -3.3% | 120,954 | $4.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -4.7% | 117,905 | $4.1M |
| Jane Street Group, LLC | 0.00% | Reduce -7.2% | 117,820 | $4.1M |
| De Lisle Partners LLP | 0.50% | No change | 116,625 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -10.9% | 116,629 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +9.1% | 116,553 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.9% | 116,247 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +36.5% | 113,181 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +27.3% | 102,590 | $3.5M |
| Maltese Capital Management LLC | 0.55% | Add +7.9% | 102,500 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Add +0.0% | 101,936 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +15.4% | 100,625 | $3.5M |
| AQR Capital Management | 0.00% | Add +81.2% | 98,780 | $3.4M |
| Citadel Advisors | 0.00% | Add +7.5% | 98,736 | $3.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -9.7% | 97,559 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +30.4% | 92,334 | $3.2M |
| Martingale Asset Management L P | 0.08% | Add +39.0% | 90,622 | $3.1M |
| Alliancebernstein L.P. | 0.00% | No change | 90,152 | $3.1M |
| Bridgewater Associates | 0.01% | New | 89,059 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.1% | 88,801 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 87,907 | $3.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 83,120 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -33.9% | 81,842 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.4% | 80,309 | $2.8M |
| ExodusPoint Capital Management, LP | 0.04% | New | 74,097 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 73,904 | $2.6M |
| PMC FIG Opportunities LLC | 3.74% | Add +159.7% | 70,707 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 69,049 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 65,494 | $2.3M |
| F/m Investments LLC | 0.08% | New | 63,552 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.06% | No change | 62,000 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.9% | 59,917 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +15.1% | 58,598 | $2.0M |
| EJF Capital LP | 1.08% | New | 53,821 | $1.9M |
| AMG National Trust Bank | 0.04% | Add +0.6% | 51,733 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.8% | 51,698 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +28.7% | 50,401 | $1.7M |
| AlphaQuest LLC | 0.11% | Add +86.9% | 50,261 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.6% | 48,743 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +3.6% | 45,927 | $1.6M |
| Salzhauer Michael | 0.78% | No change | 29,071 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +1.6% | 42,574 | $1.5M |
| Peak Planning Group, LLC | 0.76% | No change | 42,431 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 41,782 | $1.4M |
| LPL Financial LLC | 0.00% | Add +9.3% | 39,029 | $1.3M |
| Creative Planning | 0.00% | Add +47.8% | 38,763 | $1.3M |
| Equitable Trust Co. | 0.06% | Reduce -11.9% | 37,504 | $1.3M |
| Financial Security Advisor, Inc. | 0.27% | Add +0.2% | 36,956 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -7.2% | 37,149 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 36,624 | $1.3M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 35,492 | $1.2M |
| Choreo, LLC | 0.02% | Add +0.1% | 34,015 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.9% | 34,130 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +10.8% | 31,723 | $1.1M |
| Kanawha Capital Management LLC | 0.07% | New | 30,901 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 29,355 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,237 | $907K |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.