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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 7,697 | $497.4K | 0.04% | +434+6.0% | Added |
| Enterprise Bank & Trust Co | 7,622 | $492.5K | 0.18% | +7,622 | New |
| Congress Wealth Management LLC | 7,539 | $487.2K | 0.01% | +903+13.6% | Added |
| Pacitti Group Inc. | 7,395 | $477.9K | 0.30% | −97−1.3% | Reduced |
| Tobam | 7,323 | $475.0K | 0.04% | −10,083−57.9% | Reduced |
| Old Port Advisors | 7,292 | $471.2K | 0.16% | −410−5.3% | Reduced |
| Hemenway Trust Co LLC | 7,277 | $470.2K | 0.04% | −324−4.3% | Reduced |
| Trexquant Investment LP | 7,260 | $469.1K | 0.01% | +7,260 | New |
| Brown Advisory Inc | 7,242 | $468.0K | 0.00% | −1,197−14.2% | Reduced |
| Apollon Wealth Management, LLC | 7,144 | $461.6K | 0.02% | −276−3.7% | Reduced |
| Independent Advisor Alliance | 7,144 | $461.6K | 0.02% | −4,882−40.6% | Reduced |
| Western Wealth Management, LLC | 7,141 | $461.4K | 0.03% | −296−4.0% | Reduced |
| Baird Financial Group, Inc. | 7,097 | $458.6K | 0.00% | −339−4.6% | 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 |
| Unigestion Holding SA | 7,021 | $453.7K | 0.02% | −175,831−96.2% | Reduced |
| MML Investors Services, LLC | 7,007 | $453.0K | 0.00% | −2,635−27.3% | Reduced |
| Covenant Asset Management, LLC | 6,942 | $448.6K | 0.12% | −1,450−17.3% | Reduced |
| Intrua Financial, LLC | 6,864 | $443.5K | 0.07% | +151+2.2% | Added |
| FineMark National Bank & Trust | 6,818 | $440.6K | 0.02% | −2,301−25.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,706 | $433.3K | 0.01% | +627+10.3% | Added |
| Dynamic Advisor Solutions LLC | 6,633 | $427.3K | 0.02% | +114+1.7% | Added |
| Lido Advisors, LLC | 6,606 | $426.9K | 0.00% | +1,652+33.3% | Added |
| Johnson Investment Counsel Inc | 6,600 | $426.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 6,550 | $423.0K | 0.36% | −250−3.7% | Reduced |
| CWM, LLC | 6,528 | $422.0K | 0.00% | +863+15.2% | Added |
| Wealth Management Associates, Inc. | 6,492 | $419.5K | 0.22% | +28+0.4% | Added |
| First Citizens Bank & Trust Co | 6,485 | $419.1K | 0.01% | +516+8.6% | Added |
| DSM Capital Partners LLC | 6,410 | $414.2K | 0.01% | −5,320−45.4% | Reduced |
| Means Investment Co., Inc. | 6,225 | $402.3K | 0.06% | −162−2.5% | Reduced |
| Mirabella Financial Services LLP | 6,209 | $401.3K | 0.06% | +6,209 | New |
| Cabot Wealth Management Inc | 6,162 | $398.2K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 6,159 | $398.0K | 0.08% | +1,283+26.3% | Added |
| Clarius Group, LLC | 6,036 | $390.0K | 0.03% | +1,938+47.3% | Added |
| YHB Investment Advisors, Inc. | 6,035 | $390.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 6,035 | $389.9K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,903 | $381.5K | 0.03% | −1,953−24.9% | Reduced |
| Hart & Patterson Financial Group LLC | 5,891 | $380.7K | 0.20% | +5,891 | New |
| ABN AMRO Bank N.V. | 5,840 | $379.1K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,863 | $378.9K | 0.04% | −115−1.9% | Reduced |
| Brown Shipley& Co Ltd | 5,825 | $378.2K | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,819 | $376.1K | 0.04% | −294−4.8% | Reduced |
| SeaCrest Wealth Management, LLC | 5,837 | $376.0K | 0.05% | −1,014−14.8% | Reduced |
| Tritonpoint Wealth, LLC | 5,800 | $374.8K | 0.04% | +5,800 | New |
| Washington Trust Co | 5,710 | $369.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,644 | $364.7K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,544 | $358.0K | 0.05% | −200−3.5% | Reduced |
| Farmers & Merchants Investments Inc | 5,522 | $356.8K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 5,483 | $354.3K | 0.05% | +392+7.7% | Added |
| Drive Wealth Management, LLC | 5,406 | $349.4K | 0.11% | +5,406 | New |
| United Capital Financial Advisers, LLC | 5,381 | $347.7K | 0.00% | −1,277−19.2% | Reduced |
| Five Oceans Advisors | 5,329 | $344.4K | 0.19% | −10.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,310 | $343.1K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,291 | $342.0K | 0.01% | −15,964−75.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,580 | $339.3K | 0.02% | −197−3.4% | Reduced |
| Powers Advisory Group, LLC | 5,208 | $336.5K | 0.21% | +410+8.5% | Added |
| Wealthcare Advisory Partners LLC | 5,167 | $333.9K | 0.01% | +99+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,153 | $333.0K | 0.01% | −34−0.7% | Reduced |
| Costello Asset Management, INC | 5,150 | $332.8K | 0.28% | −1,175−18.6% | Reduced |
| Ethic Inc. | 5,134 | $331.8K | 0.01% | −197−3.7% | Reduced |
| Quadrant Capital Group LLC | 5,122 | $331.0K | 0.03% | −887−14.8% | Reduced |
| Davenport & Co LLC | 5,060 | $327.0K | 0.00% | −33−0.6% | Reduced |
| Hoylecohen, LLC | 5,000 | $323.1K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,983 | $322.0K | 0.10% | +2,416+94.1% | Added |
| Lane & Associates LLC | 4,957 | $320.3K | 0.23% | −618−11.1% | Reduced |
| XTX Topco Ltd | 4,932 | $318.7K | 0.07% | +4,932 | New |
| Pine Valley Investments Ltd Liability Co | 4,924 | $318.2K | 0.03% | −44−0.9% | Reduced |
| Jacobi Capital Management LLC | 4,868 | $314.6K | 0.03% | −95−1.9% | Reduced |
| Pinebridge Investments, L.P. | 3,629 | $310.7K | 0.00% | −837−18.7% | Reduced |
| KCM Investment Advisors LLC | 4,788 | $309.4K | 0.01% | −240−4.8% | Reduced |
| Eqis Capital Management, Inc. | 4,759 | $307.5K | 0.03% | +4,759 | New |
| Fiduciary Group LLC | 4,740 | $306.3K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,667 | $301.6K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,667 | $301.6K | 0.00% | +30+0.6% | Added |
| Berger Financial Group, Inc | 4,665 | $301.5K | 0.03% | −22−0.5% | Reduced |
| JCIC Asset Management Inc. | 4,653 | $300.8K | 0.13% | −354−7.1% | Reduced |
| MAI Capital Management | 4,655 | $300.8K | 0.00% | −369−7.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,649 | $300.4K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,646 | $300.2K | 0.04% | +4,646 | New |
| Summit Global Investments | 4,592 | $297.0K | 0.02% | −1,637−26.3% | Reduced |
| Capital Investment Advisors, LLC | 4,569 | $295.2K | 0.01% | −149−3.2% | Reduced |
| Belpointe Asset Management LLC | 4,532 | $292.9K | 0.03% | +516+12.8% | Added |
| Saturna Capital CORP | 4,500 | $290.8K | 0.00% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,480 | $289.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,432 | $286.4K | 0.11% | +1,060+31.4% | Added |
| Edgestream Partners, L.P. | 4,412 | $285.1K | 0.02% | +4,412 | New |
| Litman Gregory Asset Management LLC | 4,375 | $282.7K | 0.03% | +750+20.7% | Added |
| Premier Path Wealth Partners, LLC | 4,340 | $279.4K | 0.06% | +4,340 | New |
| Daymark Wealth Partners, LLC | 4,314 | $278.8K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,313 | $278.7K | 0.03% | +82+1.9% | Added |
| Lakeview Capital Partners, LLC | 4,306 | $278.2K | 0.05% | −126−2.8% | Reduced |
| AE Wealth Management LLC | 4,525 | $276.7K | 0.00% | +388+9.4% | Added |
| Kickstand Ventures, LLC. | 4,260 | $275.3K | 0.08% | +13+0.3% | Added |
| Waratah Capital Advisors Ltd. | 4,256 | $275.0K | 0.02% | +4,256 | New |
| CIBC Private Wealth Group, LLC | 4,218 | $272.6K | 0.00% | −2,378−36.1% | Reduced |
| Blue Chip Partners, Inc. | 4,196 | $271.1K | 0.03% | +41+1.0% | Added |
| Calton & Associates, Inc. | 4,141 | $267.6K | 0.11% | +4,141 | New |
| Fulton Bank, N.A. | 4,070 | $263.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,064 | $263.0K | 0.04% | −1,712−29.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,064 | $262.6K | 0.01% | +4,064 | New |