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, Q3 2023
Institutional positions in Toronto Dominion Bank as of Sep 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
- 649
- −24 vs. Q2 2023
- Shares held
- 969.5M
- −18.9M (−1.9%) vs. Q2 2023
- Total value
- $58.9B
- −$2.68B (−4.3%) vs. Q2 2023
- New holders
- 40
- 220 more added
- Sold out
- 64
- 232 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $28 | 0.00% | −61−98.4% | Reduced |
| Atwood & Palmer Inc | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 8 | $482 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $602 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $844 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $845 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $965 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 19 | $1.14K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 27 | $1.62K | 0.00% | −15−35.7% | Reduced |
| RFP Financial Group LLC | 29 | $1.75K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47 | $2.83K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 51 | $3.07K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 52 | $3.37K | 0.00% | −100−65.8% | Reduced |
| Sound Income Strategies, LLC | 58 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.50K | 0.00% | +36+163.6% | Added |
| New England Capital Financial Advisors LLC | 72 | $4.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 79 | $4.78K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 80 | $4.82K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 60 | $4.91K | 0.00% | +60 | New |
| Fortis Group Advisors, LLC | 82 | $4.94K | 0.00% | +82 | New |
| Perkins Coie Trust Co | 85 | $5.12K | 0.00% | +85 | New |
| Clear Street Markets LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 102 | $6.15K | 0.00% | −467−82.1% | Reduced |
| Legacy Bridge, LLC | 110 | $6.63K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 110 | $6.63K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $8.00K | 0.00% | +47+47.0% | Added |
| SRS Capital Advisors, Inc. | 145 | $8.74K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 147 | $8.86K | 0.01% | 00.0% | Unchanged |
| City State Bank | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $9.04K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 160 | $9.34K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 157 | $9.50K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 192 | $12.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $12.1K | 0.00% | −955−82.7% | Reduced |
| WR Wealth Planners, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 205 | $12.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 215 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 217 | $13.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 234 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 235 | $14.2K | 0.00% | +235 | New |
| Exchange Traded Concepts, LLC | 244 | $14.7K | 0.00% | −22−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 244 | $14.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 245 | $14.8K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 250 | $15.1K | 0.01% | +26+11.6% | Added |
| EverSource Wealth Advisors, LLC | 261 | $15.7K | 0.00% | +24+10.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $18.6K | 0.00% | −1−0.3% | Reduced |
| First Horizon Advisors, Inc. | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 241 | $19.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 332 | $20.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 336 | $20.2K | 0.00% | −33−8.9% | Reduced |
| Bokf, NA | 367 | $20.5K | 0.00% | +20+5.8% | Added |
| Compass Wealth Management LLC | 350 | $21.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 356 | $21.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 362 | $21.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 381 | $23.0K | 0.01% | +158+70.9% | Added |
| Tradition Wealth Management, LLC | 389 | $23.0K | 0.00% | −219−36.0% | Reduced |
| Smithfield Trust Co | 376 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 412 | $24.9K | 0.01% | +3+0.7% | Added |
| Ronald Blue Trust, Inc. | 390 | $25.0K | 0.00% | −199−33.8% | Reduced |
| V-Square Quantitative Management LLC | 308 | $25.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 419 | $25.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 438 | $26.4K | 0.00% | −112−20.4% | Reduced |
| Clean Yield Group | 456 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 460 | $27.7K | 0.01% | +310+206.7% | Added |
| St Germain D J Co Inc | 492 | $29.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 496 | $29.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 522 | $31.0K | 0.01% | +522 | New |
| Baker Avenue Asset Management, LP | 527 | $31.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 505 | $31.8K | 0.00% | +9+1.8% | Added |
| Ogorek Anthony Joseph | 600 | $36.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 600 | $36.2K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 644 | $38.8K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 667 | $40.2K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 718 | $41.7K | 0.00% | −200−21.8% | Reduced |
| Arlington Partners LLC | 704 | $42.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 704 | $42.4K | 0.02% | +704 | New |
| Citizens National Bank Trust Department | 800 | $48.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 818 | $49.3K | 0.04% | −120−12.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 866 | $52.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 867 | $52.2K | 0.03% | +74+9.3% | Added |
| Newbridge Financial Services Group, Inc. | 877 | $52.8K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 988 | $59.5K | 0.02% | +340+52.5% | Added |
| Caldwell Trust Co | 1,000 | $60.3K | 0.01% | −12−1.2% | Reduced |
| Sittner & Nelson, LLC | 1,000 | $60.3K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,004 | $60.5K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,006 | $60.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,027 | $61.9K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 1,052 | $63.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,121 | $64.8K | 0.00% | −23−2.0% | Reduced |
| Eagle Bay Advisors LLC | 1,097 | $66.1K | 0.03% | +572+109.0% | Added |