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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 2,022 | $107.7K | 0.13% | +2,022 | New |
| Bartlett & Co. Wealth Management LLC | 2,015 | $107.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,977 | $105.3K | 0.00% | +29+1.5% | Added |
| Asset Planning,Inc | 1,957 | $104.2K | 0.08% | +1,957 | New |
| Trust Co | 1,950 | $103.8K | 0.01% | −160−7.6% | Reduced |
| Valley National Advisers Inc | 1,852 | $98.0K | 0.02% | −4,744−71.9% | Reduced |
| Medallion Wealth Advisors, LLC | 1,705 | $95.9K | 0.05% | +1,705 | New |
| Ravenstone Capital Management Inc. | 1,780 | $94.6K | 0.05% | +304+20.6% | Added |
| Huntington National Bank | 1,510 | $80.4K | 0.00% | +71+4.9% | Added |
| Massmutual Trust Co FSB | 1,417 | $75.4K | 0.00% | −205−12.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,325 | $70.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,310 | $69.7K | 0.01% | −27−2.0% | Reduced |
| Clear Street Markets LLC | 1,300 | $69.2K | 0.03% | −1,410−52.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,300 | $69.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,289 | $68.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,250 | $66.5K | 0.01% | −50−3.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,243 | $66.2K | 0.02% | −324−20.7% | Reduced |
| Financial Perspectives, Inc | 1,238 | $65.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,206 | $64.2K | 0.00% | −1,531−55.9% | Reduced |
| Tompkins Financial Corp | 1,200 | $63.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,121 | $59.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,113 | $59.3K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,133 | $57.8K | 0.00% | +1,133 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,050 | $55.9K | 0.02% | −77−6.8% | Reduced |
| Eastern Bank | 1,043 | $55.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,030 | $54.8K | 0.00% | +934+972.9% | Added |
| TFC Financial Management | 1,027 | $54.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,003 | $53.4K | 0.00% | +765+321.4% | Added |
| Sittner & Nelson, LLC | 1,000 | $53.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 979 | $52.1K | 0.00% | −72−6.9% | Reduced |
| SBI Securities Co., Ltd. | 965 | $51.4K | 0.00% | +965 | New |
| Lazard Asset Management LLC | 960 | $51.0K | 0.00% | −50−5.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 934 | $49.7K | 0.00% | −449−32.5% | Reduced |
| Byrne Asset Management LLC | 929 | $49.5K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 883 | $47.0K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 801 | $42.6K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $42.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 779 | $41.5K | 0.00% | −372−32.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 718 | $41.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 741 | $39.5K | 0.03% | −58−7.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 726 | $38.7K | 0.04% | +726 | New |
| Caldwell Sutter Capital, Inc. | 720 | $38.3K | 0.02% | −138−16.1% | Reduced |
| 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 |
| Investment Research & Advisory Group, Inc. | 667 | $35.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 644 | $34.3K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 631 | $33.6K | 0.00% | +631 | New |
| CoreCap Advisors, LLC | 630 | $33.5K | 0.00% | +230+57.5% | Added |
| Proequities, Inc. | 565 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 605 | $32.2K | 0.02% | +605 | New |
| MB, Levis & Associates, LLC | 600 | $31.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 562 | $29.9K | 0.00% | −396−41.3% | Reduced |
| BFSG, LLC | 501 | $26.7K | 0.00% | −396−44.1% | Reduced |
| 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 |
| Logan Capital Management Inc | 496 | $26.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 486 | $25.9K | 0.00% | +98+25.3% | Added |
| Bray Capital Advisors | 460 | $24.5K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 450 | $24.0K | 0.02% | +450 | New |
| Park Place Capital Corp | 419 | $22.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 418 | $22.3K | 0.00% | +47+12.7% | Added |
| Sachetta, LLC | 415 | $22.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 377 | $20.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 376 | $20.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 350 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 349 | $18.6K | 0.02% | +349 | New |
| Boyd Watterson Asset Management LLC | 324 | $17.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 319 | $17.0K | 0.00% | −51−13.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 303 | $16.1K | 0.00% | +3+1.0% | Added |
| Oakworth Capital, Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 298 | $15.9K | 0.00% | +298 | New |
| NBT Bank N A | 284 | $15.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 262 | $13.9K | 0.00% | +37+16.4% | Added |
| Sound Income Strategies, LLC | 258 | $13.7K | 0.00% | −18−6.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 244 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 235 | $12.5K | 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 |
| Sunbelt Securities, Inc. | 215 | $11.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 211 | $11.2K | 0.00% | +211 | New |
| Harbor Investment Advisory, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 164 | $10.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 192 | $10.2K | 0.00% | +163+562.1% | Added |
| DiNuzzo Private Wealth, Inc. | 175 | $9.32K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 174 | $9.26K | 0.00% | +174 | New |
| Coston, McIsaac & Partners | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 164 | $8.73K | 0.00% | +164 | New |
| Continuum Advisory, LLC | 159 | $8.46K | 0.00% | +10+6.7% | Added |
| Leonteq Securities AG | 110 | $8.42K | 0.00% | −641−85.4% | Reduced |
| City State Bank | 153 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $7.88K | 0.00% | −6−3.9% | Reduced |
| Frazier Financial Advisors, LLC | 142 | $7.54K | 0.01% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 140 | $7.47K | 0.00% | +140 | New |
| Piscataqua Savings Bank | 138 | $7.35K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 136 | $7.24K | 0.01% | +136 | New |