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, Q2 2023
Institutional positions in Toronto Dominion Bank as of Jun 30, 2023. 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
- 688
- −3 vs. Q1 2023
- Shares held
- 989.2M
- +24.1M (+2.5%) vs. Q1 2023
- Total value
- $61.6B
- +$1.39B (+2.3%) vs. Q1 2023
- New holders
- 69
- 236 more added
- Sold out
- 72
- 241 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 18,375 | $1.14M | 0.11% | +18,375 | New |
| Valmark Advisers, Inc. | 18,902 | $1.17M | 0.02% | −22−0.1% | Reduced |
| M Holdings Securities, Inc. | 19,036 | $1.18M | 0.24% | −5,092−21.1% | Reduced |
| Prio Wealth Limited Partnership | 19,144 | $1.19M | 0.04% | −176−0.9% | Reduced |
| Empowered Funds, LLC | 19,243 | $1.19M | 0.04% | +1,258+7.0% | Added |
| EA Series Trust | 19,243 | $1.19M | 0.04% | +19,243 | New |
| Horizon Kinetics Asset Management LLC | 19,250 | $1.19M | 0.03% | +50+0.3% | Added |
| Valley National Advisers Inc | 19,418 | $1.21M | 0.20% | +1,175+6.4% | Added |
| Kestra Advisory Services, LLC | 19,460 | $1.21M | 0.01% | +94+0.5% | Added |
| Stratos Wealth Partners, LTD. | 19,541 | $1.21M | 0.03% | +19,541 | New |
| Columbus Macro, LLC | 19,630 | $1.23M | 0.49% | +19,630 | New |
| HM Payson & Co | 19,886 | $1.23M | 0.03% | −1,075−5.1% | Reduced |
| Great Valley Advisor Group, Inc. | 20,007 | $1.24M | 0.05% | +2,791+16.2% | Added |
| Guggenheim Capital LLC | 20,454 | $1.27M | 0.01% | +2,713+15.3% | Added |
| Commons Capital, LLC | 20,664 | $1.28M | 1.93% | +214+1.0% | Added |
| Private Advisor Group, LLC | 20,891 | $1.30M | 0.01% | +365+1.8% | Added |
| US Bancorp | 20,909 | $1.30M | 0.00% | −1,536−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 21,180 | $1.31M | 0.02% | −349−1.6% | Reduced |
| Wetherby Asset Management Inc | 21,612 | $1.34M | 0.07% | +2,474+12.9% | Added |
| Bard Financial Services, Inc. | 21,665 | $1.34M | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,688 | $1.34M | 0.00% | +21,688 | New |
| Captrust Financial Advisors | 21,803 | $1.35M | 0.01% | −2,305−9.6% | Reduced |
| Security National Bank of So Dak | 23,549 | $1.46M | 1.04% | +23,549 | New |
| Swiss Life Asset Management Ltd | 23,565 | $1.46M | 0.02% | +642+2.8% | Added |
| Coastline Trust Co | 23,610 | $1.46M | 0.21% | −42,610−64.3% | Reduced |
| Main Line Retirement Advisors, LLC | 23,752 | $1.47M | 1.39% | +23,752 | New |
| Security National Bank of Sioux City Iowa | 23,925 | $1.48M | 1.12% | +23,925 | New |
| GSB Wealth Management, LLC | 23,955 | $1.49M | 0.48% | +210+0.9% | Added |
| Albert D Mason Inc | 24,102 | $1.50M | 1.02% | −6,670−21.7% | Reduced |
| Applied Capital LLC | 24,458 | $1.52M | 1.44% | +81+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 24,485 | $1.52M | 0.12% | +15,600+175.6% | Added |
| Hudson Portfolio Management LLC | 24,828 | $1.54M | 1.67% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,117 | $1.56M | 0.00% | +1,818+7.8% | Added |
| Duality Advisers, LP | 25,114 | $1.56M | 0.20% | −28,422−53.1% | Reduced |
| Family Legacy, Inc. | 26,055 | $1.62M | 0.65% | +110.0% | Added |
| First Republic Investment Management, Inc. | 26,118 | $1.62M | 0.01% | −5,604−17.7% | Reduced |
| Moors & Cabot, Inc. | 26,268 | $1.63M | 0.11% | −2,020−7.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 26,300 | $1.63M | 1.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 26,384 | $1.64M | 0.03% | −405−1.5% | Reduced |
| SG Americas Securities, LLC | 26,070 | $1.65M | 0.01% | +2,350+9.9% | Added |
| Plimoth Trust Co LLC | 27,327 | $1.69M | 0.51% | −245−0.9% | Reduced |
| Highland Capital Management, LLC | 27,350 | $1.70M | 0.11% | +27,350 | New |
| Umb Bank N A | 27,790 | $1.72M | 0.03% | −1,208−4.2% | Reduced |
| Crescent Sterling, Ltd. | 27,941 | $1.73M | 1.64% | +302+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 28,089 | $1.74M | 0.00% | +7,285+35.0% | Added |
| Delta Financial Advisors LLC | 28,242 | $1.75M | 0.77% | −355−1.2% | Reduced |
| Blair William & Co | 28,276 | $1.75M | 0.01% | −64,986−69.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 28,479 | $1.77M | 0.08% | +6,012+26.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 29,490 | $1.83M | 1.81% | +1,088+3.8% | Added |
| Advisor Partners II, LLC | 29,526 | $1.83M | 0.09% | +2,170+7.9% | Added |
| Park Circle Co | 29,800 | $1.85M | 1.74% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,310 | $1.88M | 0.02% | −490−1.6% | Reduced |
| WealthTrust Axiom LLC | 30,812 | $1.91M | 0.63% | −18−0.1% | Reduced |
| Parsons Capital Management Inc | 31,391 | $1.95M | 0.15% | −1,944−5.8% | Reduced |
| Gries Financial LLC | 31,850 | $1.98M | 0.55% | +31,850 | New |
| Lincoln National Corp | 32,700 | $2.03M | 0.04% | +3,279+11.1% | Added |
| Grimes & Company, Inc. | 32,716 | $2.03M | 0.07% | −362−1.1% | Reduced |
| Ostrum Asset Management | 32,695 | $2.03M | 0.17% | −490−1.5% | Reduced |
| Claro Advisors LLC | 33,048 | $2.05M | 0.51% | +728+2.3% | Added |
| Achmea Investment Management B.V. | 33,643 | $2.09M | 0.04% | −72,164−68.2% | Reduced |
| Stratos Wealth Advisors, LLC | 34,772 | $2.16M | 0.15% | −50−0.1% | Reduced |
| Squarepoint Ops LLC | 35,166 | $2.18M | 0.01% | +27,707+371.5% | Added |
| The PNC Financial Services Group, Inc. | 35,295 | $2.19M | 0.00% | +5,406+18.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,482 | $2.24M | 0.32% | +958+4.9% | Added |
| Cetera Investment Advisers | 36,205 | $2.25M | 0.02% | +20,533+131.0% | Added |
| Foster & Motley Inc | 36,257 | $2.25M | 0.17% | −3,018−7.7% | Reduced |
| CenterBook Partners LP | 36,676 | $2.27M | 0.28% | +8,983+32.4% | Added |
| Cresset Asset Management, LLC | 37,359 | $2.32M | 0.02% | +37,359 | New |
| Cardinal Capital Management | 37,707 | $2.34M | 0.47% | +266+0.7% | Added |
| Equitable Holdings, Inc. | 38,361 | $2.38M | 0.03% | +60+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 38,566 | $2.39M | 0.09% | −38−0.1% | Reduced |
| Acadian Asset Management LLC | 39,442 | $2.45M | 0.01% | −400−1.0% | Reduced |
| Anson Funds Management LP | 40,000 | $2.48M | 0.75% | +40,000 | New |
| Wright Investors Service Inc | 40,283 | $2.50M | 0.70% | −3,981−9.0% | Reduced |
| Rathbone Brothers plc | 40,399 | $2.51M | 0.02% | −1,540−3.7% | Reduced |
| Wasatch Advisors Inc | 44,000 | $2.73M | 0.02% | +4,500+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,238 | $2.74M | 0.00% | +3,441+8.4% | Added |
| Harvest Portfolios Group Inc. | 44,401 | $2.75M | 0.13% | +4,394+11.0% | Added |
| Man Group plc | 44,497 | $2.76M | 0.01% | – | – |
| Tacita Capital Inc | 44,814 | $2.78M | 2.04% | +192+0.4% | Added |
| Tobam | 45,453 | $2.82M | 0.21% | +1,091+2.5% | Added |
| Janney Montgomery Scott LLC | 49,550 | $3.07M | 0.01% | +903+1.9% | Added |
| United Services Automobile Association | 49,634 | $3.08M | 0.09% | −249,909−83.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,331 | $3.12M | 0.01% | +3,547+7.6% | Added |
| D. E. Shaw & Co., Inc. | 50,400 | $3.12M | 0.00% | +31,100+161.1% | Added |
| Trust Co of Vermont | 50,500 | $3.13M | 0.20% | −3,626−6.7% | Reduced |
| Natixis Advisors, L.P. | 50,800 | $3.15M | 0.01% | +10,040+24.6% | Added |
| Auto-Owners Insurance Co | 50,875 | $3.15M | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 55,687 | $3.45M | 0.01% | +2,874+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,757 | $3.46M | 0.02% | +14,466+35.0% | Added |
| Vontobel Holding Ltd. | 55,838 | $3.46M | 0.03% | −3,435−5.8% | Reduced |
| Hamel Associates, Inc. | 55,915 | $3.47M | 1.21% | +55,915 | New |
| Pacifica Partners Inc. | 55,367 | $3.47M | 1.96% | +3,855+7.5% | Added |
| Girard Partners Ltd. | 57,188 | $3.55M | 0.37% | +220.0% | Added |
| Baldwin Brothers Inc | 57,653 | $3.58M | 0.29% | −240.0% | Reduced |
| Varma Mutual Pension Insurance Co | 58,272 | $3.62M | 0.04% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60,867 | $3.77M | 0.34% | +670+1.1% | Added |
| Maryland State Retirement & Pension System | 61,587 | $3.82M | 0.08% | +2,290+3.9% | Added |
| Mariner, LLC | 62,890 | $3.90M | 0.01% | +10,630+20.3% | Added |
| Claret Asset Management Corp | 63,852 | $3.96M | 0.77% | +1,339+2.1% | Added |