| 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | $141.9M | +0.5% | 4.247% | 0.00% |
| 5 | STATE STREET CORP | 3.5M | $126.7M | +35.8% | 3.765% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $84.5M | +6.5% | 2.529% | 0.00% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 1.9M | $70.3M | -1.9% | 2.104% | 0.04% |
| 8 | Jupiter Topco LLC | 1.6M | $57.4M | — | 1.719% | 0.02% |
| 9 | BROWN ADVISORY INC | 1.5M | $55.6M | -0.4% | 1.665% | 0.09% |
| 10 | Capital International Investors | 1.1M | $41.4M | +2.8% | 1.238% | 0.01% |
| 11 | Patriot Financial Partners GP II, L.P. | 1.0M | $37.0M | -32.7% | 1.108% | 9.46% |
| 12 | FJ Capital Management LLC | 1.0M | $36.5M | +80.1% | 1.094% | 4.74% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 940K | $34.1M | +0.4% | 1.020% | 0.00% |
| 14 | NORTHERN TRUST CORP | 832K | $30.1M | +7.5% | 0.902% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 773K | $28.0M | +24.1% | 0.839% | 0.01% |
| 16 | ROYCE & ASSOCIATES LP | 713K | $25.8M | -10.4% | 0.773% | 0.21% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 574K | $20.8M | +4.2% | 0.623% | 0.00% |
| 18 | AMERIPRISE FINANCIAL INC | 542K | $19.6M | +12.9% | 0.588% | 0.00% |
| 19 | Bank of New York Mellon Corp | 536K | $19.4M | +6.2% | 0.582% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 533K | $19.3M | +841.4% | 0.578% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 503K | $18.2M | -1.8% | 0.545% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 463K | $16.8M | -21.6% | 0.502% | 0.02% |
| 23 | MORGAN STANLEY | 430K | $15.6M | +69.9% | 0.467% | 0.00% |
| 24 | Qube Research & Technologies Ltd | 374K | $13.6M | +16.0% | 0.406% | 0.01% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 331K | $12.0M | +2.8% | 0.359% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TOWN — a direct measure of their conviction.
| 46.76% |
| 0.18 pp |
| $1.31B |
| +0.0% |
| Q4 2024 | 216 | +2.4% | 46.94% | +1.49 pp | $1.31B | +7.4% |
| Q3 2024 | 211 | — | 45.45% | — | $1.22B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
35 institutions opened new positions in TOWN during Q2 2026, while 28 fully exited. 208 added to existing positions and 48 trimmed.
TOWN institutional ownership rose by 1.86 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 61.4% of all reported 13F value in TOWN, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
TowneBank (TOWN) Institutional Ownership