TowneBank Ownership | Who Owns TowneBank?


OverviewForecastChart

TowneBank Ownership Summary


TowneBank is owned by 59.60% institutional investors, 7.02% insiders, and 33.38% retail investors. Vanguard group is the largest institutional shareholder, holding 9.93% of TOWN shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 3.18% of its assets in TowneBank shares.

TOWN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTowneBank59.60%7.02%33.38%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group7.48M9.93%$254.84M
Blackrock5.46M7.30%$148.89M
Blackrock funding, inc. /de5.34M7.10%$182.58M
Dimensional fund advisors lp4.33M5.75%$147.64M
T. rowe price investment management4.29M5.71%$146.72M
Victory capital management2.16M2.86%$73.41M
State street2.06M2.75%$56.58M
Geode capital management1.69M2.24%$57.42M
Brown advisory1.22M1.62%$41.66M
Charles schwab investment management845.34K1.12%$28.79M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Old point trust & financial services n a205.12K2.29%$7.09M
John w. rosenthal capital management62.00K2.06%$2.14M
Fj capital management301.23K1.09%$10.30M
Salzhauer michael29.07K0.73%$1.52M
Summerhaven investment management28.64K0.64%$979.02K
De lisle partners llp116.63K0.56%$3.99M
Bay capital advisors23.91K0.54%$826.43K
Maltese capital management95.00K0.46%$3.25M
Chartwell investment partners346.23K0.33%$9.44M
Financial security advisor36.89K0.29%$1.27M

Top Buyers

HolderShares% AssetsChange
Brown advisory1.22M0.05%1.17M
Wellington management group llp672.17K0.00%672.17K
Fj capital management301.23K1.09%301.23K
Millennium management243.77K0.00%225.92K
Norges bank187.47K0.00%187.47K

Top Sellers

HolderShares% AssetsChange
Nuance investments---301.45K
Lsv asset management---137.14K
Raymond james financial263.96K0.00%-122.21K
North reef capital management lp---110.00K
Exoduspoint capital management, lp---102.35K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp672.17K0.00%672.17K$22.89M
Norges bank187.47K0.00%187.47K$6.39M
Marshall wace, llp67.76K0.00%67.76K$2.32M
Dynamic technology lab private37.68K0.17%37.68K$1.29M
Arbor investment advisors17.46K0.08%17.46K$603.66K

Sold Out

HolderChange
National bank of canada /fi/-1.00
Tfo-tdc-3.00
Ifp advisors-5.00
Claris advisors, llc / mo /-5.00
Bokf, na-10.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20252402.56%44,842,0503.94%591.81%11813.46%74-5.13%
Mar 31, 20252315.48%43,114,556-0.44%571.74%102-10.53%7735.09%
Dec 31, 2024117-44.81%24,334,372-41.97%321.03%58-43.69%24-61.29%
Sep 30, 20242125.47%41,930,8612.64%551.88%1030.98%6214.81%
Jun 30, 2024198-5.26%40,831,4442.44%541.92%10114.77%53-23.19%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
T. Rowe Price Small-Cap Value2.40M3.18%-5.50K
Vanguard US Total Market Shares ETF2.14M2.84%2.23K
Vanguard Total Stock Mkt Idx Inv2.10M2.82%-44.50K
Victory Sycamore Small Company Opp R1.92M2.54%-
iShares Russell 2000 ETF1.72M2.28%-
Vanguard Small Cap Index1.59M2.13%-14.79K
Victory Small Cap Value CIT (Net 75)1.60M2.13%160.00K
T. Rowe Price U.S. SC Value Eq Tr-Z1.46M1.94%59.95K
T. Rowe Price U.S. SC Value Eq Tr-D1.46M1.93%1.78K
Vanguard Small Cap Value Index Inv1.02M1.38%171.00

TOWN Ownership FAQ


Who Owns TowneBank?

TowneBank shareholders are primarily institutional investors at 59.60%, followed by 7.02% insiders and 33.38% retail investors. The average institutional ownership in TowneBank's industry, Regional Banks Stocks, is 53.95%, which TowneBank exceeds.

Who owns the most shares of TowneBank?

TowneBank’s largest shareholders are Vanguard group (7.48M shares, 9.93%), Blackrock (5.46M shares, 7.30%), and Blackrock funding, inc. /de (5.34M shares, 7.10%). Together, they hold 24.33% of TowneBank’s total shares outstanding.

Does Blackrock own TowneBank?

Yes, BlackRock owns 7.30% of TowneBank, totaling 5.46M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 148.89M$. In the last quarter, BlackRock increased its holdings by 73.1K shares, a 1.36% change.

Who is TowneBank’s biggest shareholder by percentage of total assets invested?

Old point trust & financial services n a is TowneBank’s biggest shareholder by percentage of total assets invested, with 2.29% of its assets in 205.12K TowneBank shares, valued at 7.09M$.

Who is the top mutual fund holder of TowneBank shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of TowneBank shares, with 3.18% of its total shares outstanding invested in 2.4M TowneBank shares.

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