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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 4,298 | $260.5K | 0.07% | −210−4.7% | Reduced |
| Sierra Summit Advisors LLC | 4,015 | $259.4K | 0.08% | +4,015 | New |
| Burns J W & Co Inc | 4,010 | $259.2K | 0.04% | −525−11.6% | Reduced |
| Parallel Advisors, LLC | 4,007 | $258.9K | 0.01% | −594−12.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,980 | $257.2K | 0.01% | +371+10.3% | Added |
| JFS Wealth Advisors, LLC | 3,882 | $250.9K | 0.02% | −96−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,820 | $246.8K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,796 | $245.3K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,792 | $245.0K | 0.00% | +5+0.1% | Added |
| Lindbrook Capital, LLC | 3,790 | $244.9K | 0.02% | +890+30.7% | Added |
| Karpas Strategies, LLC | 3,770 | $243.6K | 0.08% | −330−8.0% | Reduced |
| Columbia Trust Co 01012016 | 3,750 | $242.3K | 0.11% | −130−3.4% | Reduced |
| Firestone Capital Management | 3,740 | $241.7K | 0.07% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,708 | $239.6K | 0.20% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,678 | $237.7K | 0.16% | −166−4.3% | Reduced |
| Crestwood Advisors Group LLC | 3,645 | $235.5K | 0.01% | +3,645 | New |
| Silvercrest Asset Management Group LLC | 3,641 | $235.3K | 0.00% | −50−1.4% | Reduced |
| Hendershot Investments Inc. | 3,620 | $233.9K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,617 | $233.7K | 0.05% | −15−0.4% | Reduced |
| Telos Capital Management, Inc. | 3,610 | $233.3K | 0.03% | −135−3.6% | Reduced |
| Susquehanna International Group, LLP | 3,604 | $232.9K | 0.00% | +3,604 | New |
| Adirondack Trust Co | 3,843 | $230.6K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 3,567 | $230.5K | 0.06% | +42+1.2% | Added |
| Clearstead Advisors, LLC | 3,559 | $230.0K | 0.01% | 00.0% | Unchanged |
| WorthPointe, LLC | 3,558 | $229.9K | 0.12% | +3,558 | New |
| HBK Sorce Advisory LLC | 3,500 | $226.2K | 0.01% | −240−6.4% | Reduced |
| Arrow Financial Corp | 3,474 | $224.5K | 0.02% | −194−5.3% | Reduced |
| Park Avenue Securities LLC | 3,457 | $223.0K | 0.00% | +3,457 | New |
| Advisory Services Network, LLC | 3,421 | $221.0K | 0.01% | −783−18.6% | Reduced |
| Kovack Advisors, Inc. | 3,414 | $220.6K | 0.03% | +3,414 | New |
| Commerce Bank | 3,388 | $218.9K | 0.00% | +3,388 | New |
| Wrapmanager Inc | 3,381 | $218.5K | 0.06% | −111−3.2% | Reduced |
| Leavell Investment Management, Inc. | 3,362 | $217.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,343 | $216.0K | 0.01% | −478−12.5% | Reduced |
| Wall Street Access Asset Management, LLC | 3,333 | $215.4K | 0.10% | −2,119−38.9% | Reduced |
| GYL Financial Synergies, LLC | 3,310 | $213.9K | 0.02% | +3,310 | New |
| Whittier Trust Co of Nevada Inc | 3,303 | $213.4K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,297 | $213.1K | 0.00% | −691−17.3% | Reduced |
| Toroso Investments, LLC | 3,277 | $211.8K | 0.01% | +3,277 | New |
| M&R Capital Management Inc | 3,276 | $211.7K | 0.05% | −1,189−26.6% | Reduced |
| Wealth Effects LLC | 3,258 | $210.5K | 0.08% | +3,258 | New |
| Boston Private Wealth LLC | 3,233 | $208.9K | 0.01% | −613−15.9% | Reduced |
| Investment Partners, Ltd. | 3,216 | $207.8K | 0.10% | −1,127−25.9% | Reduced |
| Successful Portfolios LLC | 3,212 | $207.6K | 0.16% | +3,212 | New |
| Sterling Financial Planning, Inc. | 3,200 | $206.8K | 0.09% | +3,200 | New |
| Burns Matteson Capital Management, LLC | 3,194 | $206.4K | 0.14% | +3,194 | New |
| HighPoint Advisor Group LLC | 3,384 | $202.0K | 0.01% | +3,384 | New |
| Envestnet Portfolio Solutions, Inc. | 3,108 | $200.8K | 0.00% | +3,108 | New |
| NBC Securities, Inc. | 3,104 | $200.0K | 0.02% | −387−11.1% | Reduced |
| Northwest Capital Management Inc | 3,050 | $197.1K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 3,008 | $194.4K | 0.08% | +46+1.6% | Added |
| Pinnacle Bancorp, Inc. | 2,890 | $186.8K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,852 | $184.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,740 | $177.1K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,681 | $173.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,681 | $172.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2,590 | $167.4K | 0.02% | −160−5.8% | Reduced |
| GWM Advisors LLC | 2,440 | $157.7K | 0.00% | −130−5.1% | Reduced |
| Brown Brothers Harriman & Co | 2,400 | $155.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,364 | $152.8K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,273 | $147.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,261 | $146.1K | 0.03% | −517−18.6% | Reduced |
| Farther Finance Advisors, LLC | 2,056 | $132.9K | 0.01% | +767+59.5% | Added |
| JJJ Advisors Inc. | 2,039 | $131.8K | 0.03% | −249−10.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,059 | $131.0K | 0.00% | +113+5.8% | Added |
| Huntington National Bank | 2,026 | $130.9K | 0.00% | −1,289−38.9% | Reduced |
| Proequities, Inc. | 1,993 | $128.8K | 0.01% | −2,055−50.8% | Reduced |
| Spire Wealth Management | 2,125 | $128.4K | 0.00% | +37+1.8% | Added |
| Glassman Wealth Services | 1,965 | $127.0K | 0.02% | +290+17.3% | Added |
| Blue Bell Private Wealth Management, LLC | 1,958 | $126.5K | 0.03% | +258+15.2% | Added |
| First Manhattan Co | 1,842 | $119.0K | 0.00% | +6+0.3% | Added |
| Private Trust Co NA | 1,808 | $116.8K | 0.01% | +174+10.6% | Added |
| Hexagon Capital Partners LLC | 1,783 | $115.2K | 0.03% | +795+80.5% | Added |
| Massmutual Trust Co FSB | 1,770 | $114.4K | 0.00% | +250+16.4% | Added |
| Rosenberg Matthew Hamilton | 1,734 | $112.0K | 0.03% | +90+5.5% | Added |
| Jones Financial Companies LLLP | 1,569 | $101.4K | 0.00% | +1,213+340.7% | Added |
| Icon Wealth Advisors, LLC | 1,542 | $99.6K | 0.01% | +1,542 | New |
| Cambridge Trust Co | 1,391 | $89.9K | 0.00% | +148+11.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,383 | $89.4K | 0.01% | +1,383 | New |
| First Financial Corp | 1,345 | $86.9K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,325 | $86.0K | 0.00% | −2,479−65.2% | Reduced |
| Financial Perspectives, Inc | 1,238 | $80.0K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,229 | $79.6K | 0.06% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 1,197 | $77.6K | 0.06% | −351−22.7% | Reduced |
| Tompkins Financial Corp | 1,200 | $77.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,139 | $73.6K | 0.01% | +1+0.1% | Added |
| Capital Analysts, LLC | 1,129 | $73.0K | 0.00% | −325−22.4% | Reduced |
| Fifth Third Bancorp | 1,123 | $72.6K | 0.00% | −874−43.8% | Reduced |
| Voisard Asset Management Group, Inc. | 1,120 | $72.4K | 0.04% | +1,120 | New |
| Global Retirement Partners, LLC | 1,117 | $66.6K | 0.00% | −4−0.4% | Reduced |
| TFC Financial Management | 1,027 | $66.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 997 | $64.4K | 0.01% | +736+282.0% | Added |
| Caldwell Sutter Capital, Inc. | 952 | $61.5K | 0.03% | +85+9.8% | Added |
| Spotlight Asset Group, Inc. | 1,004 | $60.5K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 925 | $59.8K | 0.02% | +925 | New |
| Newbridge Financial Services Group, Inc. | 877 | $56.7K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 875 | $56.5K | 0.01% | +875 | New |