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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 3,964 | $256.7K | 0.03% | −154−3.7% | Reduced |
| Kula Investments, LLC | 3,950 | $255.8K | 0.09% | +3,950 | New |
| Commerce Bank | 3,927 | $254.3K | 0.00% | +243+6.6% | Added |
| Wexford Capital LP | 3,925 | $254.3K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,918 | $253.7K | 0.03% | +62+1.6% | Added |
| Adirondack Trust Co | 3,907 | $253.0K | 0.13% | −6−0.2% | Reduced |
| PDS Planning, Inc | 3,898 | $252.4K | 0.04% | −607−13.5% | Reduced |
| Columbia Trust Co 01012016 | 3,880 | $251.3K | 0.14% | −489−11.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,820 | $246.8K | 0.03% | −83−2.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 3,800 | $246.1K | 0.00% | −3,100−44.9% | Reduced |
| Balentine LLC | 3,728 | $241.4K | 0.01% | +3,728 | New |
| Empirical Asset Management, LLC | 3,708 | $240.1K | 0.25% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,703 | $239.8K | 0.03% | +3,703 | New |
| Parallel Advisors, LLC | 3,702 | $239.7K | 0.01% | −1,413−27.6% | Reduced |
| Stonnington Group, LLC | 3,740 | $239.5K | 0.07% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,665 | $237.3K | 0.20% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,649 | $236.3K | 0.00% | +28+0.8% | Added |
| Investment Partners, Ltd. | 3,635 | $235.4K | 0.12% | −2,463−40.4% | Reduced |
| CWM, LLC | 3,631 | $235.0K | 0.00% | +148+4.2% | Added |
| Lake Street Financial LLC | 3,628 | $234.9K | 0.05% | −288−7.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,617 | $234.2K | 0.01% | −786−17.9% | Reduced |
| CVA Family Office, LLC | 3,600 | $233.1K | 0.06% | +3,600 | New |
| Valeo Financial Advisors, LLC | 3,594 | $232.7K | 0.01% | −907−20.2% | Reduced |
| First Affirmative Financial Network | 3,577 | $231.6K | 0.28% | +3,577 | New |
| Silvercrest Asset Management Group LLC | 3,569 | $231.1K | 0.00% | −156−4.2% | Reduced |
| Calton & Associates, Inc. | 3,565 | $230.9K | 0.09% | −141−3.8% | Reduced |
| Leavell Investment Management, Inc. | 3,552 | $230.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,518 | $227.8K | 0.00% | +3,518 | New |
| Investors Research Corp | 3,505 | $227.0K | 0.06% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,489 | $226.0K | 0.09% | +3,489 | New |
| Pallas Capital Advisors LLC | 3,351 | $223.4K | 0.02% | −355−9.6% | Reduced |
| PFG Advisors | 3,389 | $219.5K | 0.02% | +3,389 | New |
| Buckingham Strategic Wealth, LLC | 3,381 | $219.0K | 0.00% | +3,381 | New |
| Lindbrook Capital, LLC | 3,377 | $218.7K | 0.03% | +571+20.3% | Added |
| Davenport & Co LLC | 3,368 | $218.0K | 0.00% | +67+2.0% | Added |
| Blueprint Investment Partners LLC | 3,349 | $216.9K | 0.05% | +3,349 | New |
| Geneos Wealth Management Inc. | 3,315 | $214.7K | 0.01% | 00.0% | Unchanged |
| GDS Wealth Management | 3,305 | $214.0K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,302 | $213.8K | 0.11% | +3,302 | New |
| Wall Street Access Asset Management, LLC | 3,298 | $213.6K | 0.16% | −2,120−39.1% | Reduced |
| Goelzer Investment Management, Inc. | 3,296 | $213.4K | 0.02% | +3,296 | New |
| Legacy Financial Advisors, Inc. | 3,287 | $212.9K | 0.05% | −413−11.2% | Reduced |
| Transcend Wealth Collective, LLC | 3,277 | $212.2K | 0.02% | −1,525−31.8% | Reduced |
| Wealth Effects LLC | 3,258 | $211.0K | 0.12% | +3,258 | New |
| Clearstead Advisors, LLC | 3,254 | $210.7K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 3,243 | $210.0K | 0.00% | −114−3.4% | Reduced |
| Trust Co | 3,230 | $209.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,212 | $208.0K | 0.14% | −100−3.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,204 | $207.5K | 0.03% | +3,204 | New |
| HB Wealth Management, LLC | 3,193 | $206.8K | 0.00% | +3,193 | New |
| AE Wealth Management LLC | 3,184 | $206.2K | 0.00% | −1,640−34.0% | Reduced |
| Sawtooth Solutions, LLC | 3,182 | $206.1K | 0.03% | +3,182 | New |
| Nations Financial Group Inc, | 3,163 | $204.8K | 0.02% | +3,163 | New |
| Axq Capital, LP | 3,126 | $202.4K | 0.14% | +3,126 | New |
| Verition Fund Management LLC | 3,108 | $201.3K | 0.00% | +3,108 | New |
| First National Bank of South Miami | 3,109 | $201.0K | 0.15% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,934 | $193.8K | 0.05% | −311−9.6% | Reduced |
| New Hampshire Trust | 2,965 | $192.0K | 0.05% | +2,965 | New |
| Colonial Trust Co | 2,918 | $189.0K | 0.05% | −302−9.4% | Reduced |
| Private Trust Co NA | 2,795 | $181.0K | 0.03% | +171+6.5% | Added |
| Belpointe Asset Management LLC | 2,748 | $178.0K | 0.01% | +402+17.1% | Added |
| Accurate Wealth Management, LLC | 2,468 | $158.1K | 0.06% | +2,468 | New |
| Bangor Savings Bank | 2,364 | $153.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Grove Bank & Trust | 2,261 | $146.0K | 0.03% | +2,261 | New |
| Rosenberg Matthew Hamilton | 2,243 | $145.3K | 0.05% | +10.0% | Added |
| Cambridge Trust Co | 2,239 | $145.0K | 0.01% | −157−6.6% | Reduced |
| Pinnacle Bancorp, Inc. | 2,190 | $142.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,401 | $140.0K | 0.00% | −353−12.8% | Reduced |
| Global Retirement Partners, LLC | 2,127 | $137.7K | 0.01% | +181+9.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,980 | $128.2K | 0.01% | +1,980 | New |
| Byrne Asset Management LLC | 1,841 | $119.2K | 0.09% | −120−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,731 | $111.0K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 1,698 | $110.0K | 0.09% | 00.0% | Unchanged |
| Norway Savings Bank | 1,514 | $98.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,504 | $97.4K | 0.02% | +120+8.7% | Added |
| Bartlett & Co. LLC | 1,465 | $95.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,465 | $94.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,398 | $90.5K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,362 | $88.0K | 0.01% | +3+0.2% | Added |
| First Financial Corp | 1,345 | $87.1K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,294 | $84.0K | 0.02% | −106−7.6% | Reduced |
| Coastal Capital Group, Inc. | 1,336 | $81.9K | 0.02% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 1,250 | $81.0K | 0.07% | +1,250 | New |
| Financial Perspectives, Inc | 1,238 | $80.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,220 | $79.0K | 0.01% | +262+27.3% | Added |
| Capital Analysts, LLC | 1,219 | $79.0K | 0.00% | +394+47.8% | Added |
| Fifth Third Bancorp | 1,208 | $78.2K | 0.00% | +166+15.9% | Added |
| Tompkins Financial Corp | 1,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,144 | $74.1K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,118 | $72.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,166 | $72.0K | 0.00% | +693+146.5% | Added |
| TFC Financial Management | 1,027 | $66.5K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $64.8K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 952 | $61.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 918 | $59.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 904 | $58.5K | 0.01% | +904 | New |
| Caldwell Trust Co | 892 | $57.8K | 0.01% | +12+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 877 | $56.8K | 0.03% | 00.0% | Unchanged |