TowneBank Ownership | Who Owns TowneBank?

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TowneBank Ownership Summary

TowneBank is owned by 32.30% institutional investors, 0.82% insiders, and 66.89% 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 3.35% of its assets in TowneBank shares.

TOWN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	TowneBank	32.30%	0.82%	66.89%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	7.48M	9.93%	$254.84M
Blackrock funding, inc. /de	5.50M	7.30%	$187.38M
Blackrock	5.46M	7.30%	$148.89M
T. rowe price investment management	4.34M	5.77%	$147.98M
Dimensional fund advisors lp	4.33M	5.75%	$147.64M
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
Charles schwab investment management	845.34K	1.12%	$28.79M
Janus henderson group	787.67K	1.05%	$26.83M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	62.00K	1.96%	$2.11M
Fj capital management	290.91K	1.15%	$9.91M
Summerhaven investment management	27.80K	0.58%	$946.80K
De lisle partners llp	116.63K	0.58%	$3.97M
Salzhauer michael	30.53K	0.53%	$1.04M
Maltese capital management	72.10K	0.37%	$2.46M
Chartwell investment partners	346.23K	0.33%	$9.44M
Financial security advisor	35.24K	0.32%	$969.81K
Bay rivers group	17.38K	0.29%	$591.89K
Vista investment management	20.33K	0.26%	$692.37K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	672.17K	0.00%	672.17K
Raymond james financial	414.64K	0.01%	414.64K
Fj capital management	290.91K	1.15%	290.91K
Millennium management	243.77K	0.00%	225.92K
T. rowe price investment management	4.34M	0.09%	210.52K

Top Sellers

Holder	Shares	% Assets	Change
Bridgeway capital management	34.05K	0.03%	-310.12K
Nuance investments	-	-	-301.45K
Empowered funds	35.99K	0.02%	-189.25K
Arrowstreet capital, limited partnership	584.28K	0.02%	-187.33K
Lsv asset management	-	-	-137.14K

New Positions

Holder	Shares	% Assets	Change	Value
Wellington management group llp	672.17K	0.00%	672.17K	$22.89M
Raymond james financial	414.64K	0.01%	414.64K	$14.12M
Fj capital management	290.91K	1.15%	290.91K	$9.91M
Norges bank	187.47K	0.00%	187.47K	$6.39M
Maltese capital management	72.10K	0.37%	72.10K	$2.46M

Sold Out

Holder	Change
National bank of canada /fi/	-1.00
Tfo-tdc	-3.00
Claris advisors, llc / mo /	-5.00
Bokf, na	-10.00
Capital performance advisors llp	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	209	8.29%	39,859,280	-1.80%	53	1.81%	88	-5.38%	69	11.29%
Dec 31, 2023	193	6.63%	40,589,811	3.15%	54	1.96%	93	19.23%	62	1.64%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	2.52M	3.35%	-
Vanguard US Total Market Shares ETF	2.14M	2.84%	2.23K
Vanguard Total Stock Mkt Idx Inv	2.11M	2.80%	1.83K
iShares Russell 2000 ETF	1.90M	2.53%	-16.50K
Vanguard Small Cap Index	1.67M	2.22%	1.36K
Victory Sycamore Small Company Opp R	1.60M	2.13%	160.00K
Victory Small Cap Value CIT (Net 75)	1.60M	2.13%	160.00K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.40M	1.86%	102.33K
T. Rowe Price U.S. SC Value Eq Tr-D	1.40M	1.86%	102.33K
Vanguard Small Cap Value Index Inv	1.10M	1.46%	-3.97K

TOWN Ownership FAQ

Who Owns TowneBank?

TowneBank shareholders are primarily institutional investors at 32.30%, followed by 0.82% insiders and 66.88% retail investors. The average institutional ownership in TowneBank's industry, Regional Banks Stocks, is 42.21%, which TowneBank falls below.

Who owns the most shares of TowneBank?

TowneBank’s largest shareholders are Vanguard group (7.48M shares, 9.93%), Blackrock funding, inc. /de (5.5M shares, 7.30%), and Blackrock (5.46M shares, 7.30%). Together, they hold 24.53% 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?

John w. rosenthal capital management is TowneBank’s biggest shareholder by percentage of total assets invested, with 1.96% of its assets in 62K TowneBank shares, valued at 2.11M$.

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 3.35% of its total shares outstanding invested in 2.52M TowneBank shares.

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