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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 6,201 | $373.7K | 0.01% | −542−8.0% | Reduced |
| Private Asset Management Inc | 6,174 | $372.0K | 0.09% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 6,162 | $371.0K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 6,137 | $369.8K | 0.05% | +6,137 | New |
| Essex Financial Services, Inc. | 6,113 | $368.4K | 0.04% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,079 | $366.3K | 0.01% | −389−6.0% | Reduced |
| Pinebridge Investments, L.P. | 4,466 | $365.5K | 0.00% | −206−4.4% | Reduced |
| YHB Investment Advisors, Inc. | 6,035 | $363.7K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 6,035 | $363.7K | 0.01% | −110−1.8% | Reduced |
| Quadrant Capital Group LLC | 6,009 | $362.1K | 0.04% | +1,187+24.6% | Added |
| PDS Planning, Inc | 5,978 | $360.2K | 0.05% | +924+18.3% | Added |
| First Citizens Bank & Trust Co | 5,969 | $359.7K | 0.01% | −1,169−16.4% | Reduced |
| ABN AMRO Bank N.V. | 5,840 | $356.2K | 0.01% | −316−5.1% | Reduced |
| Brown Shipley& Co Ltd | 5,825 | $352.6K | 0.19% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,776 | $349.0K | 0.05% | +267+4.8% | Added |
| River Wealth Advisors LLC | 5,783 | $348.5K | 0.06% | −8−0.1% | Reduced |
| SlateStone Wealth, LLC | 5,744 | $346.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 5,710 | $344.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,665 | $341.0K | 0.00% | −325−5.4% | Reduced |
| McIlrath & Eck, LLC | 5,644 | $340.1K | 0.07% | 00.0% | Unchanged |
| Lane & Associates LLC | 5,575 | $335.9K | 0.27% | −14−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 5,522 | $332.8K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,777 | $331.4K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,466 | $329.4K | 0.01% | −5,405−49.7% | Reduced |
| Wall Street Access Asset Management, LLC | 5,452 | $328.5K | 0.17% | +9+0.2% | Added |
| Ethic Inc. | 5,331 | $321.2K | 0.01% | −364−6.4% | Reduced |
| Five Oceans Advisors | 5,330 | $321.2K | 0.21% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,310 | $320.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,187 | $313.0K | 0.01% | +66+1.3% | Added |
| Davenport & Co LLC | 5,093 | $306.9K | 0.00% | −87−1.7% | Reduced |
| Cypress Capital Group | 5,091 | $306.8K | 0.04% | −682−11.8% | Reduced |
| Fox Run Management, L.L.C. | 5,073 | $305.7K | 0.09% | +5,073 | New |
| Wealthcare Advisory Partners LLC | 5,068 | $305.4K | 0.01% | −174−3.3% | Reduced |
| KCM Investment Advisors LLC | 5,028 | $303.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,024 | $302.8K | 0.00% | −20.0% | Reduced |
| JCIC Asset Management Inc. | 5,007 | $301.8K | 0.15% | 00.0% | Unchanged |
| Hoylecohen, LLC | 5,000 | $301.3K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,980 | $300.0K | 0.01% | −3,120−38.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,968 | $299.4K | 0.03% | −193−3.7% | Reduced |
| Jacobi Capital Management LLC | 4,963 | $299.1K | 0.03% | +23+0.5% | Added |
| Lido Advisors, LLC | 4,954 | $298.5K | 0.00% | −1,439−22.5% | Reduced |
| Legacy Financial Advisors, Inc. | 4,876 | $293.8K | 0.06% | +4,876 | New |
| Powers Advisory Group, LLC | 4,798 | $289.1K | 0.20% | +166+3.6% | Added |
| Bayesian Capital Management, LP | 4,757 | $286.7K | 0.03% | +4,757 | New |
| Fiduciary Group LLC | 4,740 | $285.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,718 | $284.3K | 0.01% | −652−12.1% | Reduced |
| Berger Financial Group, Inc | 4,687 | $282.4K | 0.03% | +73+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,667 | $281.3K | 0.03% | +36+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,649 | $280.1K | 0.07% | −124−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,637 | $279.4K | 0.00% | +1,055+29.5% | Added |
| Parallel Advisors, LLC | 4,601 | $277.3K | 0.01% | +145+3.3% | Added |
| Burns J W & Co Inc | 4,535 | $273.3K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,487 | $272.5K | 0.05% | −164−3.5% | Reduced |
| Saturna Capital CORP | 4,500 | $271.2K | 0.00% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,480 | $270.0K | 0.03% | −300−6.3% | Reduced |
| M&R Capital Management Inc | 4,465 | $269.1K | 0.07% | −190−4.1% | Reduced |
| Lakeview Capital Partners, LLC | 4,432 | $267.1K | 0.05% | −3,330−42.9% | Reduced |
| Investment Partners, Ltd. | 4,343 | $261.7K | 0.14% | −554−11.3% | Reduced |
| Daymark Wealth Partners, LLC | 4,314 | $260.0K | 0.02% | +170+4.1% | Added |
| Innovis Asset Management LLC | 4,278 | $257.8K | 0.10% | +62+1.5% | Added |
| Kickstand Ventures, LLC. | 4,247 | $255.9K | 0.08% | +4,247 | New |
| Verdence Capital Advisors LLC | 4,231 | $255.0K | 0.03% | +68+1.6% | Added |
| Macquarie Group Ltd | 4,211 | $254.4K | 0.00% | +4,211 | New |
| Advisory Services Network, LLC | 4,204 | $253.3K | 0.01% | −6,147−59.4% | Reduced |
| Breakwater Capital Group | 4,508 | $252.0K | 0.09% | +4,508 | New |
| Blue Chip Partners, Inc. | 4,155 | $250.4K | 0.03% | +37+0.9% | Added |
| AE Wealth Management LLC | 4,137 | $249.3K | 0.00% | −4,992−54.7% | Reduced |
| Karpas Strategies, LLC | 4,100 | $247.1K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,098 | $246.9K | 0.02% | +817+24.9% | Added |
| Fulton Bank, N.A. | 4,070 | $245.3K | 0.01% | +4,070 | New |
| Stokes Family Office, LLC | 4,050 | $244.1K | 0.03% | +79+2.0% | Added |
| Proequities, Inc. | 4,048 | $243.9K | 0.02% | −604−13.0% | Reduced |
| Belpointe Asset Management LLC | 4,016 | $242.0K | 0.03% | +461+13.0% | Added |
| Tiaa Trust, National Association | 3,988 | $240.3K | 0.00% | +3,988 | New |
| JFS Wealth Advisors, LLC | 3,978 | $239.7K | 0.02% | +244+6.5% | Added |
| GMT Capital Corp | 3,960 | $238.6K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,940 | $237.4K | 0.01% | +3,940 | New |
| Columbia Trust Co 01012016 | 3,880 | $233.8K | 0.14% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,846 | $231.8K | 0.01% | −261−6.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,844 | $231.6K | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,843 | $231.6K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,821 | $230.3K | 0.01% | +243+6.8% | Added |
| Compagnie Lombard Odier SCmA | 3,804 | $230.2K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,820 | $230.2K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,796 | $228.7K | 0.03% | +177+4.9% | Added |
| Atria Wealth Solutions, Inc. | 3,787 | $228.2K | 0.00% | +129+3.5% | Added |
| Telos Capital Management, Inc. | 3,745 | $225.7K | 0.03% | +11+0.3% | Added |
| HBK Sorce Advisory LLC | 3,740 | $225.4K | 0.01% | +72+2.0% | Added |
| Firestone Capital Management | 3,740 | $225.4K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,717 | $224.0K | 0.00% | +3,717 | New |
| Empirical Asset Management, LLC | 3,708 | $223.4K | 0.19% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,691 | $222.4K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,668 | $221.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,632 | $218.9K | 0.05% | +32+0.9% | Added |
| Litman Gregory Asset Management LLC | 3,625 | $218.4K | 0.02% | +3,625 | New |
| Hendershot Investments Inc. | 3,620 | $218.1K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,609 | $217.5K | 0.01% | +332+10.1% | Added |
| Clearstead Advisors, LLC | 3,559 | $214.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 3,525 | $212.4K | 0.06% | +20+0.6% | Added |
| Wrapmanager Inc | 3,492 | $210.4K | 0.07% | +3,492 | New |