Towne BankTOWN
13F holders, Q1 2026 (March 31)287holders +25
58new positions
34sold out
5famous investors
$33.68avg. 13F price*
At the end of Q1 2026, 287 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 25 from Q4 2025. 58 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($210.0M), Vanguard Portfolio Management LLC ($164.3M) and T. Rowe Price Investment Management, Inc. ($154.7M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $132.4M |
| Exits | 34 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,827,596 shares bought and 2,700,770 shares sold, net +7,126,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| BlackRock, Inc. | 0.00% | Add +15.1% | 6,236,916 | $210.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,879,334 | $164.3M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +16.1% | 4,595,634 | $154.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.4% | 4,399,012 | $148.1M |
| Vanguard Capital Management LLC | 0.00% | — | 3,895,642 | $131.2M |
| State Street Corp. | 0.00% | Add +19.6% | 2,556,668 | $86.8M |
| Geode Capital Management, LLC | 0.00% | Add +20.9% | 2,189,461 | $73.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -5.8% | 1,976,189 | $66.5M |
| Brown Advisory Inc. | 0.09% | Add +1.7% | 1,540,529 | $51.9M |
| Patriot Financial Partners GP II, L.P. | 13.16% | New | 1,518,143 | $51.1M |
| Janus Henderson Group PLC | 0.02% | Add +86.0% | 1,314,373 | $44.3M |
| Capital International Investors | 0.01% | New | 1,110,044 | $37.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.3% | 936,599 | $31.5M |
| Royce & Associates LP | 0.26% | Add +7.0% | 795,155 | $26.8M |
| Northern Trust Corp. | 0.00% | Add +22.1% | 773,818 | $26.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -3.7% | 623,214 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -13.1% | 590,319 | $19.9M |
| FJ Capital Management LLC | 2.12% | Add +206.6% | 559,772 | $18.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 551,347 | $18.6M |
| Bank of America Corp. | 0.00% | Add +32.5% | 511,823 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 504,694 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 479,836 | $16.2M |
| Nuveen, LLC | 0.00% | Add +2.0% | 464,255 | $15.6M |
| Marshall Wace, LLP | 0.02% | Add +130.0% | 455,583 | $15.3M |
| Wellington Management Group LLP | 0.00% | Reduce -3.4% | 455,109 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.3% | 408,814 | $13.8M |
| NFJ Investment Group, LLC | 0.52% | Reduce -8.1% | 408,102 | $13.7M |
| American Century Companies Inc. | 0.01% | Reduce -2.9% | 388,428 | $13.1M |
| Lightrock Netherlands B.V. | 2.39% | Add +0.5% | 332,752 | $11.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -6.5% | 322,474 | $10.9M |
| Captrust Financial Advisors | 0.02% | Add +518.7% | 322,242 | $10.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +35.5% | 313,486 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Add +204.4% | 303,173 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 287,955 | $9.7M |
| Rhino Investment Partners, Inc | 2.70% | Add +71.8% | 287,682 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -29.9% | 253,159 | $8.5M |
| Bridgewater Associates | 0.03% | Add +45.8% | 227,497 | $7.7M |
| Towne Trust Company, N.A | 2.19% | Reduce -1.3% | 201,876 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.5% | 202,519 | $6.8M |
| Fourthstone LLC | 1.15% | New | 200,884 | $6.8M |
| AQR Capital Management | 0.00% | Add +66.7% | 199,839 | $6.7M |
| Deprince Race & Zollo Inc. | 0.12% | Add +8.3% | 189,953 | $6.4M |
| Swiss National Bank | 0.00% | Add +13.8% | 172,915 | $5.8M |
| Sei Investments Co. | 0.01% | Add +88.6% | 172,751 | $5.8M |
| Clearstead Advisors, LLC | 0.05% | Add +0.2% | 156,809 | $5.3M |
| De Lisle Partners LLP | 0.58% | Add +88.1% | 144,341 | $4.9M |
| MBL Wealth, LLC | 0.37% | New | 144,080 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.3% | 137,561 | $4.6M |
| Focus Partners Wealth | 0.00% | Add +1.1% | 130,006 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +43.8% | 129,642 | $4.3M |
| Maltese Capital Management LLC | 0.86% | Reduce -3.8% | 127,454 | $4.3M |
| Systematic Financial Management LP | 0.10% | New | 124,547 | $4.2M |
| Cwm, LLC | 0.01% | Add +3216.6% | 122,083 | $4.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -19.8% | 118,150 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +1.4% | 117,998 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +4.0% | 117,044 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.3% | 110,471 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +17.7% | 103,556 | $3.5M |
| Invesco Ltd. | 0.00% | Add +8.1% | 97,738 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +34.9% | 96,847 | $3.3M |
| Two Sigma Investments, LP | 0.00% | Add +28.6% | 94,045 | $3.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -48.6% | 93,489 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 88,250 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +406.9% | 87,672 | $3.0M |
| Emerald Investment Advisers, LLC | 0.26% | — | 86,568 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +147.7% | 85,800 | $2.9M |
| Endeavour Capital Advisors Inc. | 0.65% | New | 85,706 | $2.9M |
| Fieldview Capital Management, LLC | 0.81% | New | 82,283 | $2.8M |
| UBS Group AG | 0.00% | Reduce -62.2% | 81,849 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -21.2% | 77,611 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 77,559 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +8.9% | 76,470 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +19.8% | 73,253 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +6.4% | 68,781 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -49.5% | 68,308 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 67,150 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -41.7% | 66,260 | $2.2M |
| Bayview Asset Management, LLC | 1.78% | Add +15.1% | 63,302 | $2.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.04% | No change | 62,000 | $2.1M |
| Barclays PLC | 0.00% | Reduce -58.9% | 61,748 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 61,094 | $2.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 60,523 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 58,331 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 57,160 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -66.9% | 56,642 | $1.9M |
| Apella Capital, LLC | 0.03% | New | 50,068 | $1.8M |
| Verity Asset Management, Inc. | 0.74% | New | 52,245 | $1.8M |
| AMG National Trust Bank | 0.04% | Reduce -2.1% | 51,955 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +462.9% | 51,368 | $1.7M |
| Financial Security Advisor, Inc. | 0.30% | Add +25.4% | 48,077 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +622.7% | 47,886 | $1.6M |
| Salzhauer Michael | 0.75% | Add +62.1% | 47,121 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +14.3% | 46,862 | $1.6M |
| Dark Forest Capital Management LP | 0.14% | Add +27.3% | 45,612 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +4.4% | 45,467 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.2% | 42,349 | $1.4M |
| Banc Funds Co. LLC | 0.26% | New | 40,804 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +18.2% | 40,373 | $1.4M |
| LPL Financial LLC | 0.00% | Add +3.0% | 37,714 | $1.3M |
| Equitable Trust Co. | 0.06% | No change | 37,504 | $1.3M |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.