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, Q1 2024
Institutional positions in Toronto Dominion Bank as of Mar 31, 2024. 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
- 701
- +5 vs. Q4 2023
- Shares held
- 932.1M
- +5.83M (+0.6%) vs. Q4 2023
- Total value
- $56.5B
- −$3.65B (−6.1%) vs. Q4 2023
- New holders
- 77
- 206 more added
- Sold out
- 72
- 286 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 4,444 | $268.3K | 0.02% | −221−4.7% | Reduced |
| CenterStar Asset Management, LLC | 4,453 | $268.9K | 0.56% | +4,453 | New |
| Clarius Group, LLC | 4,473 | $270.1K | 0.02% | −1,563−25.9% | Reduced |
| Bath Savings Trust Co | 4,480 | $270.5K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 4,500 | $271.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,552 | $274.9K | 0.01% | −17−0.4% | Reduced |
| JCIC Asset Management Inc. | 4,553 | $274.9K | 0.11% | −100−2.1% | Reduced |
| Calton & Associates, Inc. | 4,600 | $277.8K | 0.14% | +459+11.1% | Added |
| Parallel Advisors, LLC | 4,620 | $279.0K | 0.01% | +613+15.3% | Added |
| Fiduciary Group LLC | 4,644 | $280.4K | 0.03% | −96−2.0% | Reduced |
| MAI Capital Management | 4,647 | $280.6K | 0.00% | −8−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,667 | $281.8K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,723 | $285.2K | 0.02% | −201−4.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,796 | $289.6K | 0.03% | +4,796 | New |
| Snowden Capital Advisors LLC | 4,798 | $289.7K | 0.01% | +4,798 | New |
| Wealthcare Advisory Partners LLC | 4,839 | $292.2K | 0.01% | −328−6.3% | Reduced |
| Litman Gregory Asset Management LLC | 4,875 | $294.4K | 0.03% | +500+11.4% | Added |
| Tudor Investment Corp Et Al | 4,894 | $295.5K | 0.00% | +4,894 | New |
| Lane & Associates LLC | 4,903 | $296.0K | 0.19% | −54−1.1% | Reduced |
| Pinebridge Investments, L.P. | 3,629 | $296.7K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,933 | $297.8K | 0.01% | −2,211−30.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,094 | $300.1K | 0.01% | −486−8.7% | Reduced |
| SeaCrest Wealth Management, LLC | 4,978 | $300.6K | 0.04% | −859−14.7% | Reduced |
| West Family Investments, Inc. | 4,990 | $301.3K | 0.09% | +4,990 | New |
| Hoylecohen, LLC | 5,000 | $301.9K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,000 | $301.9K | 0.03% | +132+2.7% | Added |
| Farmers & Merchants Investments Inc | 5,006 | $302.3K | 0.01% | −516−9.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,047 | $304.7K | 0.05% | +398+8.6% | Added |
| Hartline Investment Corp | 5,047 | $304.7K | 0.05% | +5,047 | New |
| Congress Wealth Management LLC | 5,052 | $305.0K | 0.01% | −2,487−33.0% | Reduced |
| Davenport & Co LLC | 5,075 | $306.4K | 0.00% | +15+0.3% | Added |
| Ethic Inc. | 5,119 | $309.1K | 0.01% | −15−0.3% | Reduced |
| Cypress Capital Group | 5,171 | $312.2K | 0.04% | −312−5.7% | Reduced |
| United Capital Financial Advisers, LLC | 5,174 | $312.4K | 0.00% | −207−3.8% | Reduced |
| Powers Advisory Group, LLC | 5,208 | $314.5K | 0.18% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,247 | $316.8K | 0.09% | −159−2.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,275 | $319.0K | 0.25% | −1,275−19.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,310 | $320.6K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,329 | $321.8K | 0.17% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,345 | $322.7K | 0.03% | +586+12.3% | Added |
| Washington Trust Co | 5,385 | $325.1K | 0.01% | −325−5.7% | Reduced |
| Means Investment Co., Inc. | 5,468 | $330.2K | 0.04% | −757−12.2% | Reduced |
| Whittier Trust Co | 5,545 | $334.8K | 0.00% | −490−8.1% | Reduced |
| SlateStone Wealth, LLC | 5,544 | $335.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,575 | $336.6K | 0.03% | +5,575 | New |
| Benjamin F. Edwards & Company, Inc. | 5,572 | $337.0K | 0.01% | +419+8.1% | Added |
| McIlrath & Eck, LLC | 5,644 | $340.8K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,682 | $343.4K | 0.01% | +391+7.4% | Added |
| Brown Shipley& Co Ltd | 5,812 | $350.1K | 0.11% | −13−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,871 | $354.5K | 0.06% | −288−4.7% | Reduced |
| Essex Financial Services, Inc. | 5,984 | $361.3K | 0.03% | +165+2.8% | Added |
| YHB Investment Advisors, Inc. | 6,015 | $363.2K | 0.03% | −20−0.3% | Reduced |
| Cabot Wealth Management Inc | 6,032 | $364.2K | 0.05% | −130−2.1% | Reduced |
| Atomi Financial Group, Inc. | 6,069 | $366.4K | 0.03% | +1,423+30.6% | Added |
| Wealth Management Associates, Inc. | 6,696 | $368.0K | 0.17% | +204+3.1% | Added |
| Hart & Patterson Financial Group LLC | 6,119 | $369.5K | 0.18% | +228+3.9% | Added |
| QRG Capital Management, Inc. | 6,136 | $370.5K | 0.00% | −1,727−22.0% | Reduced |
| PDS Planning, Inc | 6,147 | $371.2K | 0.04% | +284+4.8% | Added |
| Tritonpoint Wealth, LLC | 5,800 | $374.8K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,297 | $380.2K | 0.01% | +1,509+31.5% | Added |
| Prime Capital Investment Advisors, LLC | 6,314 | $381.2K | 0.01% | −392−5.8% | Reduced |
| Grey Street Capital, LLC | 6,348 | $383.3K | 0.05% | +6,348 | New |
| Checchi Capital Advisers, LLC | 6,367 | $384.4K | 0.03% | +464+7.9% | Added |
| First Citizens Bank & Trust Co | 6,478 | $391.1K | 0.01% | −7−0.1% | Reduced |
| CWM, LLC | 6,542 | $395.0K | 0.00% | +14+0.2% | Added |
| Keynote Financial Services LLC | 6,553 | $395.7K | 0.33% | +6,553 | New |
| MML Investors Services, LLC | 6,560 | $396.0K | 0.00% | −447−6.4% | Reduced |
| Dynamic Advisor Solutions LLC | 6,614 | $399.3K | 0.01% | −19−0.3% | Reduced |
| Hemenway Trust Co LLC | 6,665 | $402.4K | 0.03% | −612−8.4% | Reduced |
| Versor Investments LP | 6,698 | $404.4K | 0.08% | +6,698 | New |
| Johnson Investment Counsel Inc | 6,735 | $406.7K | 0.00% | +135+2.0% | Added |
| Apollon Wealth Management, LLC | 6,870 | $414.8K | 0.01% | −274−3.8% | Reduced |
| Covenant Asset Management, LLC | 6,942 | $419.2K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,055 | $426.0K | 0.07% | +191+2.8% | Added |
| Brown Advisory Inc | 7,078 | $427.4K | 0.00% | −164−2.3% | Reduced |
| Baird Financial Group, Inc. | 7,097 | $428.5K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,128 | $430.4K | 0.03% | −13−0.2% | Reduced |
| TFG Advisers LLC | 7,154 | $431.9K | 0.17% | −825−10.3% | Reduced |
| Wesbanco Bank Inc | 7,195 | $434.4K | 0.02% | −625−8.0% | Reduced |
| Old Port Advisors | 7,246 | $437.5K | 0.13% | −46−0.6% | Reduced |
| FineMark National Bank & Trust | 7,268 | $438.8K | 0.02% | +450+6.6% | Added |
| Simplicity Wealth,LLC | 7,290 | $440.2K | 0.01% | +7,290 | New |
| Bleakley Financial Group, LLC | 7,314 | $441.6K | 0.01% | +241+3.4% | Added |
| Pacitti Group Inc. | 7,359 | $444.3K | 0.24% | −36−0.5% | Reduced |
| Vise Technologies, Inc. | 7,455 | $450.1K | 0.09% | −342−4.4% | Reduced |
| Sciencast Management LP | 7,500 | $452.9K | 0.28% | +7,500 | New |
| Enterprise Bank & Trust Co | 7,622 | $460.2K | 0.16% | 00.0% | Unchanged |
| Aries Wealth Management | 7,678 | $463.6K | 0.15% | −492−6.0% | Reduced |
| Wolff Financial Management LLC | 7,771 | $469.0K | 0.14% | 00.0% | Unchanged |
| Greenfield Savings Bank | 7,769 | $469.1K | 0.25% | −101−1.3% | Reduced |
| Schechter Investment Advisors, LLC | 7,780 | $469.7K | 0.04% | +83+1.1% | Added |
| Hanson & Doremus Investment Management | 7,841 | $473.0K | 0.08% | −831−9.6% | Reduced |
| Henry James International Management, Inc. | 7,877 | $475.6K | 0.15% | −10.0% | Reduced |
| Gradient Investments LLC | 7,920 | $478.2K | 0.01% | −117−1.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,920 | $478.2K | 0.00% | +48+0.6% | Added |
| Aureus Asset Management, LLC | 8,000 | $483.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 8,097 | $488.9K | 0.00% | −972−10.7% | Reduced |
| Chiron Capital Management, LLC | 8,103 | $489.3K | 0.44% | +8,103 | New |
| Penobscot Investment Management Company, Inc. | 8,134 | $491.1K | 0.05% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,155 | $492.4K | 0.05% | −175−2.1% | Reduced |