Towne BankTOWN
13F holders, Q4 2025 (December 31)262holders −1
28new positions
29sold out
9famous investors
$33.38avg. 13F price*
At the end of Q4 2025, 262 institutions reported holding Towne Bank (TOWN) in their 13F filings, down 1 from Q3 2025. 28 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($269.7M), BlackRock, Inc. ($180.8M) and Dimensional Fund Advisors LP ($144.8M). 9 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $33.0M |
| Exits | 29 | $23.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,284,692 shares bought and 2,254,872 shares sold, net +1,029,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Vanguard Group Inc. | 0.00% | Add +5.8% | 8,082,514 | $269.7M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 5,416,989 | $180.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.4% | 4,339,745 | $144.8M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -8.4% | 3,958,862 | $132.1M |
| State Street Corp. | 0.00% | Add +1.0% | 2,138,398 | $71.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.8% | 2,099,001 | $70.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 1,811,213 | $60.4M |
| Brown Advisory Inc. | 0.07% | Add +1.6% | 1,515,187 | $50.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.6% | 812,010 | $27.1M |
| Royce & Associates LP | 0.25% | Add +23.2% | 743,455 | $24.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.8% | 706,605 | $23.6M |
| Renaissance Technologies | 0.04% | Reduce -2.6% | 679,139 | $22.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +5.5% | 647,314 | $21.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 633,572 | $21.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.8% | 569,906 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 486,625 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.5% | 483,205 | $16.1M |
| Wellington Management Group LLP | 0.00% | Add +4.6% | 471,313 | $15.7M |
| Nuveen, LLC | 0.00% | Add +13.1% | 455,280 | $15.2M |
| NFJ Investment Group, LLC | 0.53% | New | 444,099 | $14.8M |
| American Century Companies Inc. | 0.01% | Reduce -18.4% | 399,857 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 392,863 | $13.1M |
| Bank of America Corp. | 0.00% | Add +5.1% | 386,153 | $12.9M |
| Morgan Stanley | 0.00% | Add +28.8% | 361,370 | $12.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +27.7% | 344,750 | $11.5M |
| Lightrock Netherlands B.V. | 2.29% | Add +7.3% | 331,252 | $11.1M |
| Millennium Management | 0.01% | Add +45.0% | 329,249 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 244,039 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.8% | 231,383 | $7.7M |
| UBS Group AG | 0.00% | Add +36.9% | 216,702 | $7.2M |
| Towne Trust Company, N.A | 2.13% | Reduce -0.3% | 204,516 | $6.8M |
| Marshall Wace, LLP | 0.01% | Add +1.4% | 198,084 | $6.6M |
| Point72 Asset Management | 0.01% | Add +1739.1% | 183,490 | $6.1M |
| FJ Capital Management LLC | 0.67% | Reduce -17.9% | 182,586 | $6.1M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +3.9% | 182,009 | $6.1M |
| Deprince Race & Zollo Inc. | 0.11% | Add +24.2% | 175,430 | $5.9M |
| Citadel Advisors | 0.00% | Add +73.5% | 171,328 | $5.7M |
| Rhino Investment Partners, Inc | 1.58% | New | 167,500 | $5.6M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.6% | 156,468 | $5.2M |
| Bridgewater Associates | 0.02% | Add +75.2% | 156,002 | $5.2M |
| Swiss National Bank | 0.00% | Add +5.3% | 151,915 | $5.1M |
| Barclays PLC | 0.00% | Add +22.3% | 150,038 | $5.0M |
| Panagora Asset Management Inc. | 0.02% | Add +4.6% | 147,329 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +34.4% | 135,269 | $4.5M |
| Maltese Capital Management LLC | 0.80% | Add +29.3% | 132,500 | $4.4M |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 128,539 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.3% | 123,593 | $4.1M |
| AQR Capital Management | 0.00% | Add +21.4% | 119,912 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 116,319 | $3.9M |
| Martingale Asset Management L P | 0.10% | Add +25.4% | 113,633 | $3.8M |
| Rhumbline Advisers | 0.00% | Reduce -6.9% | 112,584 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +24.0% | 99,581 | $3.3M |
| Guggenheim Capital LLC | 0.02% | Add +1.0% | 98,514 | $3.3M |
| Sei Investments Co. | 0.00% | Add +440.2% | 91,593 | $3.1M |
| Invesco Ltd. | 0.00% | Reduce -22.5% | 90,394 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 90,356 | $3.0M |
| Alliancebernstein L.P. | 0.00% | No change | 90,152 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.9% | 88,012 | $2.9M |
| F/m Investments LLC | 0.11% | Add +36.6% | 86,804 | $2.9M |
| Citigroup Inc. | 0.00% | Add +10.7% | 81,837 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -31.0% | 81,297 | $2.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 78,125 | $2.6M |
| De Lisle Partners LLP | 0.33% | Reduce -34.2% | 76,731 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.7% | 73,120 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +3.9% | 71,771 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -14.2% | 70,241 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +12.1% | 67,150 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 64,657 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.92% | No change | 62,000 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +4.3% | 61,143 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +139.7% | 60,622 | $2.0M |
| Seizert Capital Partners, LLC | 0.08% | New | 60,265 | $2.0M |
| Numerai GP LLC | 0.22% | New | 55,717 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +612.6% | 55,123 | $1.8M |
| Bayview Asset Management, LLC | 1.65% | New | 55,000 | $1.8M |
| AlphaQuest LLC | 0.10% | Add +5.7% | 53,128 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +2.6% | 53,075 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +26.1% | 52,683 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 52,081 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Add +0.6% | 49,020 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +305.2% | 45,349 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -13.6% | 43,562 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +119.4% | 41,437 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 41,002 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.1% | 39,756 | $1.3M |
| Financial Security Advisor, Inc. | 0.25% | Add +3.8% | 38,342 | $1.3M |
| Peak Planning Group, LLC | 0.36% | Reduce -9.0% | 38,596 | $1.3M |
| Equitable Trust Co. | 0.06% | No change | 37,504 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 36,624 | $1.2M |
| Engineers Gate Manager LP | 0.01% | New | 36,599 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | Reduce -64.8% | 35,831 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 35,818 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +18.0% | 34,639 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.6% | 34,543 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.1% | 34,147 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -0.7% | 33,795 | $1.1M |
| Bay Capital Advisors, LLC | 0.69% | Add +41.2% | 33,760 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -9.9% | 33,456 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +79.5% | 31,286 | $1.0M |
| Kanawha Capital Management LLC | 0.07% | Reduce -0.1% | 30,861 | $1.0M |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.