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 2024
Institutional positions in Toronto Dominion Bank as of Dec 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
- 640
- −37 vs. Q3 2024
- Shares held
- 859.5M
- −68.1M (−7.3%) vs. Q3 2024
- Total value
- $45.9B
- −$12.9B (−22.0%) vs. Q3 2024
- New holders
- 73
- 167 more added
- Sold out
- 110
- 282 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burkett Financial Services, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2 | $107 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $113 | 0.01% | −2,081−99.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $160 | 0.00% | −13−81.3% | Reduced |
| High Note Wealth, LLC | 6 | $319 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $319 | 0.00% | +6 | New |
| Clear Investment Research, LLC | 10 | $532 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $639 | 0.00% | +12 | New |
| Human Investing LLC | 13 | $693 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 12 | $694 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $746 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $799 | 0.00% | +15 | New |
| Wingate Wealth Advisors, Inc. | 18 | $958 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | −4−30.8% | Reduced |
| Wood Tarver Financial Group, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 22 | $1.17K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $1.38K | 0.00% | +26 | New |
| Creekmur Asset Management LLC | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $1.76K | 0.00% | −80−70.8% | Reduced |
| Tradewinds Capital Management, LLC | 33 | $1.76K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 48 | $2.56K | 0.00% | +48 | New |
| Glass Jacobson Investment Advisors llc | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $2.66K | 0.00% | +50 | New |
| Coppell Advisory Solutions LLC | 52 | $2.76K | 0.00% | −300−85.2% | Reduced |
| Holos Integrated Wealth LLC | 53 | $2.82K | 0.00% | +53 | New |
| Walleye Trading LLC | 54 | $2.88K | 0.00% | +54 | New |
| Cullen/Frost Bankers, Inc. | 63 | $3.35K | 0.00% | +63 | New |
| Zions Bancorporation, N.A. | 67 | $3.57K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 75 | $3.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 82 | $4.37K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 82 | $4.37K | 0.01% | +82 | New |
| Cornerstone Planning Group LLC | 78 | $4.49K | 0.00% | −42−35.0% | Reduced |
| Bogart Wealth, LLC | 100 | $5.32K | 0.00% | −50−33.3% | Reduced |
| Smartleaf Asset Management LLC | 102 | $5.41K | 0.00% | −212−67.5% | Reduced |
| Financial Management Professionals, Inc. | 116 | $6.18K | 0.00% | −89−43.4% | Reduced |
| Eagle Bay Advisors LLC | 121 | $6.44K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 128 | $6.82K | 0.00% | +128 | New |
| Penserra Capital Management LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 136 | $7.24K | 0.01% | +136 | New |
| Piscataqua Savings Bank | 138 | $7.35K | 0.01% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 140 | $7.47K | 0.00% | +140 | New |
| Frazier Financial Advisors, LLC | 142 | $7.54K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $7.88K | 0.00% | −6−3.9% | Reduced |
| City State Bank | 153 | $8.15K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 110 | $8.42K | 0.00% | −641−85.4% | Reduced |
| Continuum Advisory, LLC | 159 | $8.46K | 0.00% | +10+6.7% | Added |
| Newbridge Financial Services Group, Inc. | 164 | $8.73K | 0.00% | +164 | New |
| Coston, McIsaac & Partners | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 174 | $9.26K | 0.00% | +174 | New |
| DiNuzzo Private Wealth, Inc. | 175 | $9.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 192 | $10.2K | 0.00% | +163+562.1% | Added |
| ZynergyRetirementPlanningLLC | 164 | $10.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 211 | $11.2K | 0.00% | +211 | New |
| Sunbelt Securities, Inc. | 215 | $11.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 216 | $11.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 216 | $11.5K | 0.01% | +216 | New |
| Ramirez Asset Management, Inc. | 235 | $12.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 244 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 258 | $13.7K | 0.00% | −18−6.5% | Reduced |
| Assetmark, Inc | 262 | $13.9K | 0.00% | +37+16.4% | Added |
| NBT Bank N A | 284 | $15.1K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 298 | $15.9K | 0.00% | +298 | New |
| Oakworth Capital, Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 303 | $16.1K | 0.00% | +3+1.0% | Added |
| Principal Securities, Inc. | 319 | $17.0K | 0.00% | −51−13.8% | Reduced |
| Boyd Watterson Asset Management LLC | 324 | $17.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 349 | $18.6K | 0.02% | +349 | New |
| Compass Wealth Management LLC | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 376 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 377 | $20.1K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 415 | $22.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 418 | $22.3K | 0.00% | +47+12.7% | Added |
| Park Place Capital Corp | 419 | $22.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 450 | $24.0K | 0.02% | +450 | New |
| Bray Capital Advisors | 460 | $24.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 486 | $25.9K | 0.00% | +98+25.3% | Added |
| Logan Capital Management Inc | 496 | $26.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $26.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $26.6K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 500 | $26.6K | 0.00% | +500 | New |
| BFSG, LLC | 501 | $26.7K | 0.00% | −396−44.1% | Reduced |
| Private Trust Co NA | 562 | $29.9K | 0.00% | −396−41.3% | Reduced |
| Ogorek Anthony Joseph | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 600 | $31.9K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 605 | $32.2K | 0.02% | +605 | New |
| Proequities, Inc. | 565 | $32.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 630 | $33.5K | 0.00% | +230+57.5% | Added |
| Van Hulzen Asset Management, LLC | 631 | $33.6K | 0.00% | +631 | New |
| Mascoma Wealth Management LLC | 644 | $34.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 667 | $35.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 700 | $37.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 700 | $37.3K | 0.01% | +200+40.0% | Added |
| Caldwell Sutter Capital, Inc. | 720 | $38.3K | 0.02% | −138−16.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 726 | $38.7K | 0.04% | +726 | New |