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 |
|---|---|---|---|---|---|
| Sheaff Brock Investment Advisors, LLC | 4,667 | $281.3K | 0.03% | +36+0.8% | Added |
| Berger Financial Group, Inc | 4,687 | $282.4K | 0.03% | +73+1.6% | Added |
| Capital Investment Advisors, LLC | 4,718 | $284.3K | 0.01% | −652−12.1% | Reduced |
| Fiduciary Group LLC | 4,740 | $285.6K | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,757 | $286.7K | 0.03% | +4,757 | New |
| Powers Advisory Group, LLC | 4,798 | $289.1K | 0.20% | +166+3.6% | Added |
| Legacy Financial Advisors, Inc. | 4,876 | $293.8K | 0.06% | +4,876 | New |
| Lido Advisors, LLC | 4,954 | $298.5K | 0.00% | −1,439−22.5% | Reduced |
| Jacobi Capital Management LLC | 4,963 | $299.1K | 0.03% | +23+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 4,968 | $299.4K | 0.03% | −193−3.7% | Reduced |
| Engineers Gate Manager LP | 4,980 | $300.0K | 0.01% | −3,120−38.5% | Reduced |
| Hoylecohen, LLC | 5,000 | $301.3K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 5,007 | $301.8K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 5,024 | $302.8K | 0.00% | −20.0% | Reduced |
| KCM Investment Advisors LLC | 5,028 | $303.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,068 | $305.4K | 0.01% | −174−3.3% | Reduced |
| Fox Run Management, L.L.C. | 5,073 | $305.7K | 0.09% | +5,073 | New |
| Cypress Capital Group | 5,091 | $306.8K | 0.04% | −682−11.8% | Reduced |
| Davenport & Co LLC | 5,093 | $306.9K | 0.00% | −87−1.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,187 | $313.0K | 0.01% | +66+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 5,310 | $320.0K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,330 | $321.2K | 0.21% | 00.0% | Unchanged |
| Ethic Inc. | 5,331 | $321.2K | 0.01% | −364−6.4% | Reduced |
| Wall Street Access Asset Management, LLC | 5,452 | $328.5K | 0.17% | +9+0.2% | Added |
| Evergreen Capital Management LLC | 5,466 | $329.4K | 0.01% | −5,405−49.7% | Reduced |
| Chicago Partners Investment Group LLC | 5,777 | $331.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5,522 | $332.8K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 5,575 | $335.9K | 0.27% | −14−0.3% | Reduced |
| McIlrath & Eck, LLC | 5,644 | $340.1K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 5,665 | $341.0K | 0.00% | −325−5.4% | Reduced |
| Washington Trust Co | 5,710 | $344.1K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,744 | $346.0K | 0.05% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 5,783 | $348.5K | 0.06% | −8−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,776 | $349.0K | 0.05% | +267+4.8% | Added |
| Brown Shipley& Co Ltd | 5,825 | $352.6K | 0.19% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 5,840 | $356.2K | 0.01% | −316−5.1% | Reduced |
| First Citizens Bank & Trust Co | 5,969 | $359.7K | 0.01% | −1,169−16.4% | Reduced |
| PDS Planning, Inc | 5,978 | $360.2K | 0.05% | +924+18.3% | Added |
| Quadrant Capital Group LLC | 6,009 | $362.1K | 0.04% | +1,187+24.6% | Added |
| Whittier Trust Co | 6,035 | $363.7K | 0.01% | −110−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 6,035 | $363.7K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 4,466 | $365.5K | 0.00% | −206−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,079 | $366.3K | 0.01% | −389−6.0% | Reduced |
| Essex Financial Services, Inc. | 6,113 | $368.4K | 0.04% | +6+0.1% | Added |
| Syon Capital LLC | 6,137 | $369.8K | 0.05% | +6,137 | New |
| Cabot Wealth Management Inc | 6,162 | $371.0K | 0.06% | 00.0% | Unchanged |
| Private Asset Management Inc | 6,174 | $372.0K | 0.09% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 6,201 | $373.7K | 0.01% | −542−8.0% | Reduced |
| Bleakley Financial Group, LLC | 6,201 | $373.7K | 0.01% | −542−8.0% | Reduced |
| Summit Global Investments | 6,229 | $375.0K | 0.02% | +723+13.1% | Added |
| Costello Asset Management, INC | 6,325 | $381.1K | 0.35% | +200+3.3% | Added |
| Means Investment Co., Inc. | 6,387 | $384.9K | 0.06% | +28+0.4% | Added |
| Wealth Management Associates, Inc. | 6,464 | $389.5K | 0.23% | −499−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,519 | $392.8K | 0.02% | +6,519 | New |
| CIBC Private Wealth Group, LLC | 6,596 | $397.5K | 0.00% | +6,596 | New |
| Johnson Investment Counsel Inc | 6,600 | $397.7K | 0.01% | −80−1.2% | Reduced |
| Congress Wealth Management LLC | 6,636 | $399.9K | 0.01% | +115+1.8% | Added |
| United Capital Financial Advisers, LLC | 6,658 | $401.2K | 0.00% | −400−5.7% | Reduced |
| Intrua Financial, LLC | 6,713 | $404.5K | 0.07% | −27−0.4% | Reduced |
| Core Alternative Capital | 6,779 | $408.5K | 0.06% | +6,405+1,712.6% | Added |
| Pinnacle West Asset Management, Inc. | 6,800 | $410.0K | 0.40% | +100+1.5% | Added |
| SeaCrest Wealth Management, LLC | 6,851 | $412.8K | 0.05% | −623−8.3% | Reduced |
| HRT Financial LP | 7,211 | $434.0K | 0.00% | +179+2.5% | Added |
| Pathstone Family Office, LLC | 7,231 | $435.7K | 0.00% | +102+1.4% | Added |
| Vise Technologies, Inc. | 7,234 | $435.9K | 0.11% | +116+1.6% | Added |
| Schechter Investment Advisors, LLC | 7,263 | $437.7K | 0.04% | +3,073+73.3% | Added |
| Capstone Investment Advisors, LLC | 7,311 | $440.6K | 0.01% | +7,311 | New |
| Gradient Investments LLC | 7,312 | $440.6K | 0.01% | +231+3.3% | Added |
| Apollon Wealth Management, LLC | 7,420 | $447.1K | 0.02% | +181+2.5% | Added |
| Baird Financial Group, Inc. | 7,436 | $448.1K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,437 | $448.1K | 0.04% | +10.0% | Added |
| Pacitti Group Inc. | 7,492 | $451.5K | 0.32% | −10.0% | Reduced |
| Hemenway Trust Co LLC | 7,601 | $458.0K | 0.05% | −75−1.0% | Reduced |
| Old Port Advisors | 7,702 | $464.1K | 0.17% | +7,702 | New |
| Wesbanco Bank Inc | 7,740 | $466.4K | 0.02% | −500−6.1% | Reduced |
| Wolff Financial Management LLC | 7,771 | $468.0K | 0.16% | +7,771 | New |
| Checchi Capital Advisers, LLC | 7,856 | $473.4K | 0.04% | +679+9.5% | Added |
| QRG Capital Management, Inc. | 7,862 | $473.8K | 0.01% | +7,862 | New |
| Henry James International Management, Inc. | 7,878 | $474.7K | 0.21% | 00.0% | Unchanged |
| Greenfield Savings Bank | 7,920 | $477.3K | 0.30% | −305−3.7% | Reduced |
| Cooper Financial Group | 7,932 | $478.0K | 0.11% | +365+4.8% | Added |
| TFG Advisers LLC | 7,979 | $480.8K | 0.23% | −158−1.9% | Reduced |
| Aries Wealth Management | 8,170 | $487.7K | 0.19% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 8,117 | $489.1K | 0.01% | +1,424+21.3% | Added |
| Clark Capital Management Group, Inc. | 8,126 | $489.7K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 8,134 | $490.2K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,169 | $492.0K | 0.00% | +3,688+82.3% | Added |
| HMS Capital Management, LLC | 8,168 | $492.2K | 0.33% | −366−4.3% | Reduced |
| Aureus Asset Management, LLC | 8,300 | $500.2K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 8,315 | $501.1K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 8,323 | $501.5K | 0.02% | −192,058−95.8% | Reduced |
| Covenant Asset Management, LLC | 8,392 | $505.7K | 0.16% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,439 | $508.5K | 0.00% | −100−1.2% | Reduced |
| First Affirmative Financial Network | 8,530 | $514.0K | 0.50% | +1,750+25.8% | Added |
| Prospera Financial Services Inc | 8,586 | $517.4K | 0.02% | −1,635−16.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,687 | $523.5K | 0.01% | −32−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,700 | $524.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 8,714 | $525.1K | 0.00% | −2,071−19.2% | Reduced |
| CRA Financial Services, LLC | 8,806 | $530.6K | 0.15% | +48+0.5% | Added |
| Advisors Asset Management, Inc. | 8,944 | $539.0K | 0.01% | +1,475+19.7% | Added |