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 |
|---|---|---|---|---|---|
| Cabot Wealth Management Inc | 7,357 | $476.0K | 0.08% | −7,808−51.5% | Reduced |
| Schechter Investment Advisors, LLC | 7,330 | $474.7K | 0.04% | +600+8.9% | Added |
| Checchi Capital Advisers, LLC | 7,316 | $473.8K | 0.05% | −677−8.5% | Reduced |
| Vise Technologies, Inc. | 7,230 | $468.2K | 0.15% | −394−5.2% | Reduced |
| Wealth Management Associates, Inc. | 7,161 | $463.7K | 0.31% | +13+0.2% | Added |
| MAI Capital Management | 7,147 | $462.9K | 0.01% | +3,299+85.7% | Added |
| Highlander Capital Management, LLC | 7,052 | $457.0K | 0.24% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,034 | $455.5K | 0.00% | +312+4.6% | Added |
| HBK Sorce Advisory LLC | 7,014 | $454.0K | 0.01% | +3,515+100.5% | Added |
| Proequities, Inc. | 6,842 | $443.1K | 0.04% | +159+2.4% | Added |
| Johnson Investment Counsel Inc | 6,834 | $442.6K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 6,801 | $440.4K | 0.30% | 00.0% | Unchanged |
| Ethic Inc. | 6,757 | $437.6K | 0.02% | +34+0.5% | Added |
| Community Capital Management, Inc. | 6,700 | $433.9K | 0.56% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 6,641 | $430.1K | 0.18% | −4,737−41.6% | Reduced |
| River Wealth Advisors LLC | 6,631 | $429.4K | 0.08% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,599 | $427.4K | 0.01% | −500−7.0% | Reduced |
| Apollon Wealth Management, LLC | 6,546 | $423.9K | 0.03% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,509 | $421.5K | 0.08% | −843−11.5% | Reduced |
| Saturna Capital CORP | 6,500 | $420.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,361 | $412.0K | 0.01% | −14,090−68.9% | Reduced |
| Costello Asset Management, INC | 6,342 | $410.7K | 0.37% | −252−3.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,268 | $405.9K | 0.12% | −10−0.2% | Reduced |
| Private Asset Management Inc | 6,174 | $400.0K | 0.07% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,174 | $399.8K | 0.01% | −220−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,126 | $396.7K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,118 | $396.2K | 0.03% | +393+6.9% | Added |
| Gotham Asset Management, LLC | 6,115 | $396.0K | 0.01% | +1,358+28.5% | Added |
| Essex Financial Services, Inc. | 6,094 | $394.0K | 0.04% | −2,230−26.8% | Reduced |
| Sax Wealth Advisors, LLC | 6,073 | $393.3K | 0.09% | −2,117−25.8% | Reduced |
| Cypress Capital Group | 6,060 | $392.4K | 0.06% | +251+4.3% | Added |
| Cooper Financial Group | 6,008 | $389.1K | 0.12% | +811+15.6% | Added |
| Sabal Trust CO | 6,000 | $388.6K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,976 | $387.0K | 0.04% | +186+3.2% | Added |
| Masso Torrence Wealth Management Inc. | 5,905 | $382.4K | 0.30% | +344+6.2% | Added |
| Petrus Trust Company, LTA | 5,855 | $379.2K | 0.05% | +5,855 | New |
| Western Wealth Management, LLC | 5,853 | $379.1K | 0.04% | −2,949−33.5% | Reduced |
| Mercer Global Advisors Inc | 5,851 | $379.0K | 0.00% | −1,250−17.6% | Reduced |
| Algert Global LLC | 5,821 | $377.1K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,797 | $375.7K | 0.02% | −50−0.9% | Reduced |
| Tiaa, FSB | 5,791 | $375.0K | 0.00% | −810−12.3% | Reduced |
| SlateStone Wealth, LLC | 5,744 | $372.0K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,644 | $365.5K | 0.09% | −150−2.6% | Reduced |
| Washington Trust Co | 5,635 | $364.9K | 0.02% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 5,622 | $364.1K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,610 | $363.0K | 0.01% | −202−3.5% | Reduced |
| Financial Architects, Inc | 5,510 | $356.8K | 0.06% | −331−5.7% | Reduced |
| Rossmore Private Capital | 5,497 | $356.0K | 0.06% | −250−4.4% | Reduced |
| Bleakley Financial Group, LLC | 5,480 | $354.9K | 0.01% | +5,480 | New |
| Henshaw Capital LLC | 5,467 | $354.0K | 0.02% | −4,552−45.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,392 | $350.0K | 0.05% | +289+5.7% | Added |
| BNP Paribas Arbitrage, SA | 5,400 | $349.7K | 0.00% | −13,790−71.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,365 | $347.0K | 0.02% | −29−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,335 | $345.5K | 0.02% | +493+10.2% | Added |
| Summit Global Investments | 5,331 | $345.0K | 0.03% | +289+5.7% | Added |
| Telos Capital Management, Inc. | 5,227 | $338.5K | 0.05% | +873+20.1% | Added |
| Jacobi Capital Management LLC | 5,211 | $337.4K | 0.04% | +21+0.4% | Added |
| KCM Investment Advisors LLC | 5,168 | $335.0K | 0.01% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 5,027 | $325.5K | 0.30% | +5,027 | New |
| X-Square Capital, LLC | 5,012 | $325.0K | 0.19% | −137−2.7% | Reduced |
| JCIC Asset Management Inc. | 5,007 | $324.0K | 0.16% | −299−5.6% | Reduced |
| Hoylecohen, LLC | 5,000 | $323.8K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,986 | $322.9K | 0.02% | +4,986 | New |
| GWM Advisors LLC | 6,242 | $319.2K | 0.01% | −1,468−19.0% | Reduced |
| Compagnie Lombard Odier SCmA | 4,911 | $318.0K | 0.01% | +2,071+72.9% | Added |
| Marble Harbor Investment Counsel, LLC | 4,910 | $318.0K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 4,900 | $317.3K | 0.01% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,876 | $316.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,537 | $314.2K | 0.02% | −350−7.2% | Reduced |
| Sterling Financial Planning, Inc. | 4,800 | $310.8K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,760 | $308.3K | 0.03% | −1,055−18.1% | Reduced |
| WoodTrust Financial Corp | 4,750 | $308.0K | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 4,697 | $307.0K | 0.00% | +218+4.9% | Added |
| Financial Counselors Inc | 4,632 | $300.0K | 0.01% | −96−2.0% | Reduced |
| LGT Group Foundation | 4,629 | $299.7K | 0.01% | +1,179+34.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,559 | $295.3K | 0.03% | +32+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,552 | $295.0K | 0.01% | +260+6.1% | Added |
| Carmel Capital Partners, LLC | 4,544 | $294.3K | 0.20% | 00.0% | Unchanged |
| Burns J W & Co Inc | 4,535 | $294.0K | 0.05% | −100−2.2% | Reduced |
| Clarius Group, LLC | 4,493 | $291.0K | 0.03% | +479+11.9% | Added |
| Huntington National Bank | 4,482 | $290.3K | 0.00% | +3,045+211.9% | Added |
| TCWP LLC | 4,427 | $286.7K | 0.06% | −37,231−89.4% | Reduced |
| Blue Chip Partners, Inc. | 4,400 | $285.0K | 0.04% | −264−5.7% | Reduced |
| Intrua Financial, LLC | 4,331 | $284.7K | 0.07% | +261+6.4% | Added |
| Change Path, LLC | 4,377 | $283.0K | 0.02% | +92+2.1% | Added |
| Powers Advisory Group, LLC | 4,267 | $276.3K | 0.20% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,260 | $275.9K | 0.05% | −233−5.2% | Reduced |
| Americana Partners, LLC | 4,219 | $273.2K | 0.05% | −20−0.5% | Reduced |
| Boston Private Wealth LLC | 4,218 | $273.2K | 0.00% | +183+4.5% | Added |
| Karpas Strategies, LLC | 4,100 | $265.5K | 0.09% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 4,088 | $265.0K | 0.00% | +4,088 | New |
| Verdence Capital Advisors LLC | 4,063 | $263.1K | 0.03% | −8−0.2% | Reduced |
| Innovis Asset Management LLC | 4,062 | $263.1K | 0.12% | +4,062 | New |
| Virtu Financial LLC | 4,058 | $263.0K | 0.03% | +4,058 | New |
| Addison Advisors LLC | 4,053 | $262.5K | 0.16% | +779+23.8% | Added |
| Brown Brothers Harriman & Co | 4,047 | $262.1K | 0.00% | −845−17.3% | Reduced |
| Spire Wealth Management | 4,046 | $262.0K | 0.01% | +72+1.8% | Added |
| Single Point Partners, LLC | 4,036 | $261.0K | 0.06% | +4,036 | New |
| Hendershot Investments Inc. | 3,970 | $257.1K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,974 | $257.0K | 0.03% | 00.0% | Unchanged |