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 2023
Institutional positions in Toronto Dominion Bank as of Dec 31, 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
- 702
- +59 vs. Q3 2023
- Shares held
- 926.3M
- −43.1M (−4.5%) vs. Q3 2023
- Total value
- $60.2B
- +$1.24B (+2.1%) vs. Q3 2023
- New holders
- 100
- 181 more added
- Sold out
- 41
- 281 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 818 | $52.9K | 0.03% | −279−25.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 866 | $56.0K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 875 | $56.5K | 0.01% | +875 | New |
| Newbridge Financial Services Group, Inc. | 877 | $56.7K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 925 | $59.8K | 0.02% | +925 | New |
| Spotlight Asset Group, Inc. | 1,004 | $60.5K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 952 | $61.5K | 0.03% | +85+9.8% | Added |
| EverSource Wealth Advisors, LLC | 997 | $64.4K | 0.01% | +736+282.0% | Added |
| Sittner & Nelson, LLC | 1,000 | $64.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $64.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,000 | $64.6K | 0.02% | +1,000 | New |
| TFC Financial Management | 1,027 | $66.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,117 | $66.6K | 0.00% | −4−0.4% | Reduced |
| Voisard Asset Management Group, Inc. | 1,120 | $72.4K | 0.04% | +1,120 | New |
| Fifth Third Bancorp | 1,123 | $72.6K | 0.00% | −874−43.8% | Reduced |
| Capital Analysts, LLC | 1,129 | $73.0K | 0.00% | −325−22.4% | Reduced |
| Baystate Wealth Management LLC | 1,139 | $73.6K | 0.01% | +1+0.1% | Added |
| Tompkins Financial Corp | 1,200 | $77.5K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 1,197 | $77.6K | 0.06% | −351−22.7% | Reduced |
| Byrne Asset Management LLC | 1,229 | $79.6K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,238 | $80.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,325 | $86.0K | 0.00% | −2,479−65.2% | Reduced |
| First Financial Corp | 1,345 | $86.9K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,383 | $89.4K | 0.01% | +1,383 | New |
| Cambridge Trust Co | 1,391 | $89.9K | 0.00% | +148+11.9% | Added |
| Icon Wealth Advisors, LLC | 1,542 | $99.6K | 0.01% | +1,542 | New |
| Jones Financial Companies LLLP | 1,569 | $101.4K | 0.00% | +1,213+340.7% | Added |
| Rosenberg Matthew Hamilton | 1,734 | $112.0K | 0.03% | +90+5.5% | Added |
| Massmutual Trust Co FSB | 1,770 | $114.4K | 0.00% | +250+16.4% | Added |
| Hexagon Capital Partners LLC | 1,783 | $115.2K | 0.03% | +795+80.5% | Added |
| Private Trust Co NA | 1,808 | $116.8K | 0.01% | +174+10.6% | Added |
| First Manhattan Co | 1,842 | $119.0K | 0.00% | +6+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 1,958 | $126.5K | 0.03% | +258+15.2% | Added |
| Glassman Wealth Services | 1,965 | $127.0K | 0.02% | +290+17.3% | Added |
| Spire Wealth Management | 2,125 | $128.4K | 0.00% | +37+1.8% | Added |
| Proequities, Inc. | 1,993 | $128.8K | 0.01% | −2,055−50.8% | Reduced |
| Huntington National Bank | 2,026 | $130.9K | 0.00% | −1,289−38.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,059 | $131.0K | 0.00% | +113+5.8% | Added |
| JJJ Advisors Inc. | 2,039 | $131.8K | 0.03% | −249−10.9% | Reduced |
| Farther Finance Advisors, LLC | 2,056 | $132.9K | 0.01% | +767+59.5% | Added |
| Grove Bank & Trust | 2,261 | $146.1K | 0.03% | −517−18.6% | Reduced |
| Centaurus Financial, Inc. | 2,273 | $147.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,364 | $152.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,400 | $155.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,440 | $157.7K | 0.00% | −130−5.1% | Reduced |
| Trust Co | 2,590 | $167.4K | 0.02% | −160−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,681 | $172.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,681 | $173.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,740 | $177.1K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,852 | $184.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,890 | $186.8K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 3,008 | $194.4K | 0.08% | +46+1.6% | Added |
| Northwest Capital Management Inc | 3,050 | $197.1K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,104 | $200.0K | 0.02% | −387−11.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,108 | $200.8K | 0.00% | +3,108 | New |
| HighPoint Advisor Group LLC | 3,384 | $202.0K | 0.01% | +3,384 | New |
| Burns Matteson Capital Management, LLC | 3,194 | $206.4K | 0.14% | +3,194 | New |
| Sterling Financial Planning, Inc. | 3,200 | $206.8K | 0.09% | +3,200 | New |
| Successful Portfolios LLC | 3,212 | $207.6K | 0.16% | +3,212 | New |
| Investment Partners, Ltd. | 3,216 | $207.8K | 0.10% | −1,127−25.9% | Reduced |
| Boston Private Wealth LLC | 3,233 | $208.9K | 0.01% | −613−15.9% | Reduced |
| Wealth Effects LLC | 3,258 | $210.5K | 0.08% | +3,258 | New |
| M&R Capital Management Inc | 3,276 | $211.7K | 0.05% | −1,189−26.6% | Reduced |
| Toroso Investments, LLC | 3,277 | $211.8K | 0.01% | +3,277 | New |
| Tiaa Trust, National Association | 3,297 | $213.1K | 0.00% | −691−17.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,303 | $213.4K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,310 | $213.9K | 0.02% | +3,310 | New |
| Wall Street Access Asset Management, LLC | 3,333 | $215.4K | 0.10% | −2,119−38.9% | Reduced |
| Valeo Financial Advisors, LLC | 3,343 | $216.0K | 0.01% | −478−12.5% | Reduced |
| Leavell Investment Management, Inc. | 3,362 | $217.0K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,381 | $218.5K | 0.06% | −111−3.2% | Reduced |
| Commerce Bank | 3,388 | $218.9K | 0.00% | +3,388 | New |
| Kovack Advisors, Inc. | 3,414 | $220.6K | 0.03% | +3,414 | New |
| Advisory Services Network, LLC | 3,421 | $221.0K | 0.01% | −783−18.6% | Reduced |
| Park Avenue Securities LLC | 3,457 | $223.0K | 0.00% | +3,457 | New |
| Arrow Financial Corp | 3,474 | $224.5K | 0.02% | −194−5.3% | Reduced |
| HBK Sorce Advisory LLC | 3,500 | $226.2K | 0.01% | −240−6.4% | Reduced |
| WorthPointe, LLC | 3,558 | $229.9K | 0.12% | +3,558 | New |
| Clearstead Advisors, LLC | 3,559 | $230.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 3,567 | $230.5K | 0.06% | +42+1.2% | Added |
| Adirondack Trust Co | 3,843 | $230.6K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,604 | $232.9K | 0.00% | +3,604 | New |
| Telos Capital Management, Inc. | 3,610 | $233.3K | 0.03% | −135−3.6% | Reduced |
| CVA Family Office, LLC | 3,617 | $233.7K | 0.05% | −15−0.4% | Reduced |
| Hendershot Investments Inc. | 3,620 | $233.9K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,641 | $235.3K | 0.00% | −50−1.4% | Reduced |
| Crestwood Advisors Group LLC | 3,645 | $235.5K | 0.01% | +3,645 | New |
| Masso Torrence Wealth Management Inc. | 3,678 | $237.7K | 0.16% | −166−4.3% | Reduced |
| Empirical Asset Management, LLC | 3,708 | $239.6K | 0.20% | 00.0% | Unchanged |
| Firestone Capital Management | 3,740 | $241.7K | 0.07% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 3,750 | $242.3K | 0.11% | −130−3.4% | Reduced |
| Karpas Strategies, LLC | 3,770 | $243.6K | 0.08% | −330−8.0% | Reduced |
| Lindbrook Capital, LLC | 3,790 | $244.9K | 0.02% | +890+30.7% | Added |
| Atria Wealth Solutions, Inc. | 3,792 | $245.0K | 0.00% | +5+0.1% | Added |
| Rossmore Private Capital | 3,796 | $245.3K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,820 | $246.8K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,882 | $250.9K | 0.02% | −96−2.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,980 | $257.2K | 0.01% | +371+10.3% | Added |
| Parallel Advisors, LLC | 4,007 | $258.9K | 0.01% | −594−12.9% | Reduced |
| Burns J W & Co Inc | 4,010 | $259.2K | 0.04% | −525−11.6% | Reduced |