TowneBank Ownership | Who Owns TowneBank?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TowneBank | 59.60% | 7.02% | 33.38% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.48M | 9.93% | $254.84M |
| Blackrock | 5.46M | 7.30% | $148.89M |
| Blackrock funding, inc. /de | 5.34M | 7.10% | $182.58M |
| Dimensional fund advisors lp | 4.33M | 5.75% | $147.64M |
| T. rowe price investment management | 4.29M | 5.71% | $146.72M |
| Victory capital management | 2.16M | 2.86% | $73.41M |
| State street | 2.06M | 2.75% | $56.58M |
| Geode capital management | 1.69M | 2.24% | $57.42M |
| Brown advisory | 1.22M | 1.62% | $41.66M |
| Charles schwab investment management | 845.34K | 1.12% | $28.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Old point trust & financial services n a | 205.12K | 2.29% | $7.09M |
| John w. rosenthal capital management | 62.00K | 2.06% | $2.14M |
| Fj capital management | 301.23K | 1.09% | $10.30M |
| Salzhauer michael | 29.07K | 0.73% | $1.52M |
| Summerhaven investment management | 28.64K | 0.64% | $979.02K |
| De lisle partners llp | 116.63K | 0.56% | $3.99M |
| Bay capital advisors | 23.91K | 0.54% | $826.43K |
| Maltese capital management | 95.00K | 0.46% | $3.25M |
| Chartwell investment partners | 346.23K | 0.33% | $9.44M |
| Financial security advisor | 36.89K | 0.29% | $1.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brown advisory | 1.22M | 0.05% | 1.17M |
| Wellington management group llp | 672.17K | 0.00% | 672.17K |
| Fj capital management | 301.23K | 1.09% | 301.23K |
| Millennium management | 243.77K | 0.00% | 225.92K |
| Norges bank | 187.47K | 0.00% | 187.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuance investments | - | - | -301.45K |
| Lsv asset management | - | - | -137.14K |
| Raymond james financial | 263.96K | 0.00% | -122.21K |
| North reef capital management lp | - | - | -110.00K |
| Exoduspoint capital management, lp | - | - | -102.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 672.17K | 0.00% | 672.17K | $22.89M |
| Norges bank | 187.47K | 0.00% | 187.47K | $6.39M |
| Marshall wace, llp | 67.76K | 0.00% | 67.76K | $2.32M |
| Dynamic technology lab private | 37.68K | 0.17% | 37.68K | $1.29M |
| Arbor investment advisors | 17.46K | 0.08% | 17.46K | $603.66K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 240 | 2.56% | 44,842,050 | 3.94% | 59 | 1.81% | 118 | 13.46% | 74 | -5.13% |
| Mar 31, 2025 | 231 | 5.48% | 43,114,556 | -0.44% | 57 | 1.74% | 102 | -10.53% | 77 | 35.09% |
| Dec 31, 2024 | 117 | -44.81% | 24,334,372 | -41.97% | 32 | 1.03% | 58 | -43.69% | 24 | -61.29% |
| Sep 30, 2024 | 212 | 5.47% | 41,930,861 | 2.64% | 55 | 1.88% | 103 | 0.98% | 62 | 14.81% |
| Jun 30, 2024 | 198 | -5.26% | 40,831,444 | 2.44% | 54 | 1.92% | 101 | 14.77% | 53 | -23.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 2.40M | 3.18% | -5.50K |
| Vanguard US Total Market Shares ETF | 2.14M | 2.84% | 2.23K |
| Vanguard Total Stock Mkt Idx Inv | 2.10M | 2.82% | -44.50K |
| Victory Sycamore Small Company Opp R | 1.92M | 2.54% | - |
| iShares Russell 2000 ETF | 1.72M | 2.28% | - |
| Vanguard Small Cap Index | 1.59M | 2.13% | -14.79K |
| Victory Small Cap Value CIT (Net 75) | 1.60M | 2.13% | 160.00K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.46M | 1.94% | 59.95K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 1.46M | 1.93% | 1.78K |
| Vanguard Small Cap Value Index Inv | 1.02M | 1.38% | 171.00 |
TOWN Ownership FAQ
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