Toronto Dominion Bank
TD- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000947263
No open-market purchases or sales by Toronto Dominion Bank insiders were filed in the last 90 days; 901 institutions reported holding it in 13F filings for Q2 2026, worth $97.8B in total; Maverick Capital is the only superinvestor holding it.
Other share classesTDBCP
13F holders, Q4 2022
Institutional positions in Toronto Dominion Bank as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 709
- +51 vs. Q3 2022
- Shares held
- 960.5M
- +22.0M (+2.3%) vs. Q3 2022
- Total value
- $62.5B
- +$4.29B (+7.4%) vs. Q3 2022
- New holders
- 90
- 235 more added
- Sold out
- 39
- 234 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 901 | $97.8B |
| Q1 2026 | 842 | $75.1B |
| Q4 2025 | 801 | $78.0B |
| Q3 2025 | 709 | $67.0B |
| Q2 2025 | 682 | $65.6B |
| Q1 2025 | 636 | $54.4B |
| Q4 2024 | 640 | $45.9B |
| Q3 2024 | 689 | $58.9B |
| Q2 2024 | 673 | $49.5B |
| Q1 2024 | 701 | $56.5B |
| Q4 2023 | 702 | $60.2B |
| Q3 2023 | 649 | $58.9B |
| Q2 2023 | 688 | $61.6B |
| Q1 2023 | 696 | $60.3B |
| Q4 2022 | 709 | $62.5B |
| Q3 2022 | 672 | $58.5B |
| Q2 2022 | 713 | $61.2B |
| Q1 2022 | 733 | $71.6B |
| Q4 2021 | 727 | $71.2B |
| Q3 2021 | 643 | $60.8B |
| Q2 2021 | 648 | $64.0B |
| Q1 2021 | 600 | $61.0B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 640 | $41.5K | 0.00% | +495+341.4% | Added |
| Brown, Lisle/Cummings, Inc. | 650 | $42.1K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 667 | $43.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 676 | $43.8K | 0.01% | +315+87.3% | Added |
| Hexagon Capital Partners LLC | 731 | $47.3K | 0.01% | −144−16.5% | Reduced |
| Boulder Wealth Advisors, LLC | 774 | $50.0K | 0.04% | +774 | New |
| Citizens National Bank Trust Department | 800 | $52.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 829 | $54.0K | 0.00% | +82+11.0% | Added |
| Laurus Investment Counsel Inc. | 645 | $56.6K | 0.02% | +645 | New |
| Newbridge Financial Services Group, Inc. | 877 | $56.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 892 | $57.8K | 0.01% | +12+1.4% | Added |
| Armstrong Advisory Group, Inc | 904 | $58.5K | 0.01% | +904 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 918 | $59.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 952 | $61.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $64.8K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,027 | $66.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,166 | $72.0K | 0.00% | +693+146.5% | Added |
| Piscataqua Savings Bank | 1,118 | $72.4K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,144 | $74.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,208 | $78.2K | 0.00% | +166+15.9% | Added |
| Capital Analysts, LLC | 1,219 | $79.0K | 0.00% | +394+47.8% | Added |
| Harbor Investment Advisory, LLC | 1,220 | $79.0K | 0.01% | +262+27.3% | Added |
| Financial Perspectives, Inc | 1,238 | $80.2K | 0.04% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 1,250 | $81.0K | 0.07% | +1,250 | New |
| Coastal Capital Group, Inc. | 1,336 | $81.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,294 | $84.0K | 0.02% | −106−7.6% | Reduced |
| First Financial Corp | 1,345 | $87.1K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,362 | $88.0K | 0.01% | +3+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 1,398 | $90.5K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,465 | $94.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,465 | $95.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,504 | $97.4K | 0.02% | +120+8.7% | Added |
| Norway Savings Bank | 1,514 | $98.0K | 0.05% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 1,698 | $110.0K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,731 | $111.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,841 | $119.2K | 0.09% | −120−6.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,980 | $128.2K | 0.01% | +1,980 | New |
| Global Retirement Partners, LLC | 2,127 | $137.7K | 0.01% | +181+9.3% | Added |
| IFP Advisors, Inc | 2,401 | $140.0K | 0.00% | −353−12.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,190 | $142.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,239 | $145.0K | 0.01% | −157−6.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,243 | $145.3K | 0.05% | +10.0% | Added |
| Grove Bank & Trust | 2,261 | $146.0K | 0.03% | +2,261 | New |
| Centaurus Financial, Inc. | 2,273 | $147.0K | 0.01% | −144−6.0% | Reduced |
| Bank of New Hampshire | 2,271 | $147.0K | 0.04% | +1,079+90.5% | Added |
| Bangor Savings Bank | 2,364 | $153.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,468 | $158.1K | 0.06% | +2,468 | New |
| Belpointe Asset Management LLC | 2,748 | $178.0K | 0.01% | +402+17.1% | Added |
| Private Trust Co NA | 2,795 | $181.0K | 0.03% | +171+6.5% | Added |
| Colonial Trust Co | 2,918 | $189.0K | 0.05% | −302−9.4% | Reduced |
| New Hampshire Trust | 2,965 | $192.0K | 0.05% | +2,965 | New |
| JJJ Advisors Inc. | 2,934 | $193.8K | 0.05% | −311−9.6% | Reduced |
| First National Bank of South Miami | 3,109 | $201.0K | 0.15% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,108 | $201.3K | 0.00% | +3,108 | New |
| Axq Capital, LP | 3,126 | $202.4K | 0.14% | +3,126 | New |
| Nations Financial Group Inc, | 3,163 | $204.8K | 0.02% | +3,163 | New |
| Sawtooth Solutions, LLC | 3,182 | $206.1K | 0.03% | +3,182 | New |
| AE Wealth Management LLC | 3,184 | $206.2K | 0.00% | −1,640−34.0% | Reduced |
| HB Wealth Management, LLC | 3,193 | $206.8K | 0.00% | +3,193 | New |
| J. L. Bainbridge & Co., Inc. | 3,204 | $207.5K | 0.03% | +3,204 | New |
| Successful Portfolios LLC | 3,212 | $208.0K | 0.14% | −100−3.0% | Reduced |
| Trust Co | 3,230 | $209.0K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 3,243 | $210.0K | 0.00% | −114−3.4% | Reduced |
| Clearstead Advisors, LLC | 3,254 | $210.7K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,258 | $211.0K | 0.12% | +3,258 | New |
| Transcend Wealth Collective, LLC | 3,277 | $212.2K | 0.02% | −1,525−31.8% | Reduced |
| Legacy Financial Advisors, Inc. | 3,287 | $212.9K | 0.05% | −413−11.2% | Reduced |
| Goelzer Investment Management, Inc. | 3,296 | $213.4K | 0.02% | +3,296 | New |
| Wall Street Access Asset Management, LLC | 3,298 | $213.6K | 0.16% | −2,120−39.1% | Reduced |
| Drive Wealth Management, LLC | 3,302 | $213.8K | 0.11% | +3,302 | New |
| GDS Wealth Management | 3,305 | $214.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,315 | $214.7K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,349 | $216.9K | 0.05% | +3,349 | New |
| Davenport & Co LLC | 3,368 | $218.0K | 0.00% | +67+2.0% | Added |
| Lindbrook Capital, LLC | 3,377 | $218.7K | 0.03% | +571+20.3% | Added |
| Buckingham Strategic Wealth, LLC | 3,381 | $219.0K | 0.00% | +3,381 | New |
| PFG Advisors | 3,389 | $219.5K | 0.02% | +3,389 | New |
| Pallas Capital Advisors LLC | 3,351 | $223.4K | 0.02% | −355−9.6% | Reduced |
| Prudent Man Advisors, LLC | 3,489 | $226.0K | 0.09% | +3,489 | New |
| Investors Research Corp | 3,505 | $227.0K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,518 | $227.8K | 0.00% | +3,518 | New |
| Leavell Investment Management, Inc. | 3,552 | $230.0K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,565 | $230.9K | 0.09% | −141−3.8% | Reduced |
| Silvercrest Asset Management Group LLC | 3,569 | $231.1K | 0.00% | −156−4.2% | Reduced |
| First Affirmative Financial Network | 3,577 | $231.6K | 0.28% | +3,577 | New |
| Valeo Financial Advisors, LLC | 3,594 | $232.7K | 0.01% | −907−20.2% | Reduced |
| CVA Family Office, LLC | 3,600 | $233.1K | 0.06% | +3,600 | New |
| Whittier Trust Co of Nevada Inc | 3,617 | $234.2K | 0.01% | −786−17.9% | Reduced |
| Lake Street Financial LLC | 3,628 | $234.9K | 0.05% | −288−7.4% | Reduced |
| CWM, LLC | 3,631 | $235.0K | 0.00% | +148+4.2% | Added |
| Investment Partners, Ltd. | 3,635 | $235.4K | 0.12% | −2,463−40.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,649 | $236.3K | 0.00% | +28+0.8% | Added |
| Aft, Forsyth & Company, Inc. | 3,665 | $237.3K | 0.20% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,740 | $239.5K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,702 | $239.7K | 0.01% | −1,413−27.6% | Reduced |
| Two Sigma Securities, LLC | 3,703 | $239.8K | 0.03% | +3,703 | New |
| Empirical Asset Management, LLC | 3,708 | $240.1K | 0.25% | 00.0% | Unchanged |
| Balentine LLC | 3,728 | $241.4K | 0.01% | +3,728 | New |
| Chevy Chase Trust Holdings, Inc. | 3,800 | $246.1K | 0.00% | −3,100−44.9% | Reduced |