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 |
|---|---|---|---|---|---|
| Sierra Summit Advisors LLC | 4,015 | $259.4K | 0.08% | +4,015 | New |
| Breakwater Capital Group | 4,298 | $260.5K | 0.07% | −210−4.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,064 | $262.6K | 0.01% | +4,064 | New |
| Transamerica Financial Advisors, Inc. | 4,064 | $263.0K | 0.04% | −1,712−29.6% | Reduced |
| Fulton Bank, N.A. | 4,070 | $263.0K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,141 | $267.6K | 0.11% | +4,141 | New |
| Blue Chip Partners, Inc. | 4,196 | $271.1K | 0.03% | +41+1.0% | Added |
| CIBC Private Wealth Group, LLC | 4,218 | $272.6K | 0.00% | −2,378−36.1% | Reduced |
| Waratah Capital Advisors Ltd. | 4,256 | $275.0K | 0.02% | +4,256 | New |
| Kickstand Ventures, LLC. | 4,260 | $275.3K | 0.08% | +13+0.3% | Added |
| AE Wealth Management LLC | 4,525 | $276.7K | 0.00% | +388+9.4% | Added |
| Lakeview Capital Partners, LLC | 4,306 | $278.2K | 0.05% | −126−2.8% | Reduced |
| Verdence Capital Advisors LLC | 4,313 | $278.7K | 0.03% | +82+1.9% | Added |
| Daymark Wealth Partners, LLC | 4,314 | $278.8K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,340 | $279.4K | 0.06% | +4,340 | New |
| Litman Gregory Asset Management LLC | 4,375 | $282.7K | 0.03% | +750+20.7% | Added |
| Edgestream Partners, L.P. | 4,412 | $285.1K | 0.02% | +4,412 | New |
| Addison Advisors LLC | 4,432 | $286.4K | 0.11% | +1,060+31.4% | Added |
| Bath Savings Trust Co | 4,480 | $289.5K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 4,500 | $290.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,532 | $292.9K | 0.03% | +516+12.8% | Added |
| Capital Investment Advisors, LLC | 4,569 | $295.2K | 0.01% | −149−3.2% | Reduced |
| Summit Global Investments | 4,592 | $297.0K | 0.02% | −1,637−26.3% | Reduced |
| Atomi Financial Group, Inc. | 4,646 | $300.2K | 0.04% | +4,646 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,649 | $300.4K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 4,655 | $300.8K | 0.00% | −369−7.3% | Reduced |
| JCIC Asset Management Inc. | 4,653 | $300.8K | 0.13% | −354−7.1% | Reduced |
| Berger Financial Group, Inc | 4,665 | $301.5K | 0.03% | −22−0.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,667 | $301.6K | 0.00% | +30+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,667 | $301.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,740 | $306.3K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,759 | $307.5K | 0.03% | +4,759 | New |
| KCM Investment Advisors LLC | 4,788 | $309.4K | 0.01% | −240−4.8% | Reduced |
| Pinebridge Investments, L.P. | 3,629 | $310.7K | 0.00% | −837−18.7% | Reduced |
| Jacobi Capital Management LLC | 4,868 | $314.6K | 0.03% | −95−1.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,924 | $318.2K | 0.03% | −44−0.9% | Reduced |
| XTX Topco Ltd | 4,932 | $318.7K | 0.07% | +4,932 | New |
| Lane & Associates LLC | 4,957 | $320.3K | 0.23% | −618−11.1% | Reduced |
| Headlands Technologies LLC | 4,983 | $322.0K | 0.10% | +2,416+94.1% | Added |
| Hoylecohen, LLC | 5,000 | $323.1K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,060 | $327.0K | 0.00% | −33−0.6% | Reduced |
| Quadrant Capital Group LLC | 5,122 | $331.0K | 0.03% | −887−14.8% | Reduced |
| Ethic Inc. | 5,134 | $331.8K | 0.01% | −197−3.7% | Reduced |
| Costello Asset Management, INC | 5,150 | $332.8K | 0.28% | −1,175−18.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,153 | $333.0K | 0.01% | −34−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,167 | $333.9K | 0.01% | +99+2.0% | Added |
| Powers Advisory Group, LLC | 5,208 | $336.5K | 0.21% | +410+8.5% | Added |
| Chicago Partners Investment Group LLC | 5,580 | $339.3K | 0.02% | −197−3.4% | Reduced |
| Great Valley Advisor Group, Inc. | 5,291 | $342.0K | 0.01% | −15,964−75.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,310 | $343.1K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,329 | $344.4K | 0.19% | −10.0% | Reduced |
| United Capital Financial Advisers, LLC | 5,381 | $347.7K | 0.00% | −1,277−19.2% | Reduced |
| Drive Wealth Management, LLC | 5,406 | $349.4K | 0.11% | +5,406 | New |
| Cypress Capital Group | 5,483 | $354.3K | 0.05% | +392+7.7% | Added |
| Farmers & Merchants Investments Inc | 5,522 | $356.8K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,544 | $358.0K | 0.05% | −200−3.5% | Reduced |
| McIlrath & Eck, LLC | 5,644 | $364.7K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 5,710 | $369.0K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 5,800 | $374.8K | 0.04% | +5,800 | New |
| SeaCrest Wealth Management, LLC | 5,837 | $376.0K | 0.05% | −1,014−14.8% | Reduced |
| Essex Financial Services, Inc. | 5,819 | $376.1K | 0.04% | −294−4.8% | Reduced |
| Brown Shipley& Co Ltd | 5,825 | $378.2K | 0.19% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,863 | $378.9K | 0.04% | −115−1.9% | Reduced |
| ABN AMRO Bank N.V. | 5,840 | $379.1K | 0.01% | 00.0% | Unchanged |
| Hart & Patterson Financial Group LLC | 5,891 | $380.7K | 0.20% | +5,891 | New |
| Checchi Capital Advisers, LLC | 5,903 | $381.5K | 0.03% | −1,953−24.9% | Reduced |
| Whittier Trust Co | 6,035 | $389.9K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 6,035 | $390.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,036 | $390.0K | 0.03% | +1,938+47.3% | Added |
| Legacy Financial Advisors, Inc. | 6,159 | $398.0K | 0.08% | +1,283+26.3% | Added |
| Cabot Wealth Management Inc | 6,162 | $398.2K | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,209 | $401.3K | 0.06% | +6,209 | New |
| Means Investment Co., Inc. | 6,225 | $402.3K | 0.06% | −162−2.5% | Reduced |
| DSM Capital Partners LLC | 6,410 | $414.2K | 0.01% | −5,320−45.4% | Reduced |
| First Citizens Bank & Trust Co | 6,485 | $419.1K | 0.01% | +516+8.6% | Added |
| Wealth Management Associates, Inc. | 6,492 | $419.5K | 0.22% | +28+0.4% | Added |
| CWM, LLC | 6,528 | $422.0K | 0.00% | +863+15.2% | Added |
| Pinnacle West Asset Management, Inc. | 6,550 | $423.0K | 0.36% | −250−3.7% | Reduced |
| Johnson Investment Counsel Inc | 6,600 | $426.5K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,606 | $426.9K | 0.00% | +1,652+33.3% | Added |
| Dynamic Advisor Solutions LLC | 6,633 | $427.3K | 0.02% | +114+1.7% | Added |
| Prime Capital Investment Advisors, LLC | 6,706 | $433.3K | 0.01% | +627+10.3% | Added |
| FineMark National Bank & Trust | 6,818 | $440.6K | 0.02% | −2,301−25.2% | Reduced |
| Intrua Financial, LLC | 6,864 | $443.5K | 0.07% | +151+2.2% | Added |
| Covenant Asset Management, LLC | 6,942 | $448.6K | 0.12% | −1,450−17.3% | Reduced |
| MML Investors Services, LLC | 7,007 | $453.0K | 0.00% | −2,635−27.3% | Reduced |
| Unigestion Holding SA | 7,021 | $453.7K | 0.02% | −175,831−96.2% | Reduced |
| Sawtooth Solutions, LLC | 7,073 | $457.1K | 0.01% | +872+14.1% | Added |
| Bleakley Financial Group, LLC | 7,073 | $457.1K | 0.01% | +872+14.1% | Added |
| Baird Financial Group, Inc. | 7,097 | $458.6K | 0.00% | −339−4.6% | Reduced |
| Western Wealth Management, LLC | 7,141 | $461.4K | 0.03% | −296−4.0% | Reduced |
| Independent Advisor Alliance | 7,144 | $461.6K | 0.02% | −4,882−40.6% | Reduced |
| Apollon Wealth Management, LLC | 7,144 | $461.6K | 0.02% | −276−3.7% | Reduced |
| Brown Advisory Inc | 7,242 | $468.0K | 0.00% | −1,197−14.2% | Reduced |
| Trexquant Investment LP | 7,260 | $469.1K | 0.01% | +7,260 | New |
| Hemenway Trust Co LLC | 7,277 | $470.2K | 0.04% | −324−4.3% | Reduced |
| Old Port Advisors | 7,292 | $471.2K | 0.16% | −410−5.3% | Reduced |
| Tobam | 7,323 | $475.0K | 0.04% | −10,083−57.9% | Reduced |
| Pacitti Group Inc. | 7,395 | $477.9K | 0.30% | −97−1.3% | Reduced |
| Congress Wealth Management LLC | 7,539 | $487.2K | 0.01% | +903+13.6% | Added |