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 2025
Institutional positions in Toronto Dominion Bank as of Mar 31, 2025. 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
- 636
- +11 vs. Q4 2024
- Shares held
- 906.1M
- +49.1M (+5.7%) vs. Q4 2024
- Total value
- $54.4B
- +$8.69B (+19.0%) vs. Q4 2024
- New holders
- 71
- 208 more added
- Sold out
- 60
- 227 more reduced
15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Toronto Dominion Bank; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 1 | $64 | 0.00% | +1 | New |
| Atwood & Palmer Inc | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6 | $360 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,484 | $360 | 0.00% | +1,478+24,633.3% | Added |
| Atlantic Private Wealth, LLC | 8 | $480 | 0.00% | +8 | New |
| Clear Investment Research, LLC | 10 | $599 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $719 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $720 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $840 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $1.62K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 38 | $2.28K | 0.00% | +38 | New |
| Glass Jacobson Investment Advisors llc | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47 | $2.82K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 49 | $2.91K | 0.00% | +1+2.1% | Added |
| Golden State Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 52 | $3.12K | 0.00% | +52 | New |
| Holos Integrated Wealth LLC | 53 | $3.18K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 60 | $3.60K | 0.00% | +60 | New |
| Smartleaf Asset Management LLC | 69 | $4.16K | 0.00% | −33−32.4% | Reduced |
| Wolff Wiese Magana LLC | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 82 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 82 | $4.92K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $5.09K | 0.00% | +85 | New |
| Skopos Labs, Inc. | 92 | $5.51K | 0.00% | +92 | New |
| Bogart Wealth, LLC | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 113 | $6.77K | 0.00% | +113 | New |
| Cornerstone Planning Group LLC | 117 | $7.23K | 0.00% | +39+50.0% | Added |
| First Horizon Advisors, Inc. | 123 | $7.37K | 0.00% | +123 | New |
| Penserra Capital Management LLC | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $8.03K | 0.00% | −14−9.5% | Reduced |
| Centricity Wealth Management, LLC | 136 | $8.15K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 138 | $8.27K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 142 | $8.51K | 0.01% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 164 | $8.73K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 146 | $8.75K | 0.00% | −13−8.2% | Reduced |
| City State Bank | 153 | $9.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 164 | $9.83K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 178 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 174 | $10.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 175 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 211 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 215 | $12.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 216 | $12.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 216 | $12.9K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 242 | $14.0K | 0.01% | +242 | New |
| Ramirez Asset Management, Inc. | 235 | $14.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 238 | $14.3K | 0.00% | −1,000−80.8% | Reduced |
| 1 North Wealth Services LLC | 240 | $14.4K | 0.01% | +240 | New |
| Prestige Wealth Management Group LLC | 244 | $14.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 245 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 258 | $15.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 262 | $15.7K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 271 | $16.2K | 0.01% | +271 | New |
| Principal Securities, Inc. | 319 | $17.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 284 | $17.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 324 | $19.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 325 | $19.5K | 0.00% | −788−70.8% | Reduced |
| Sierra Ocean, LLC | 327 | $19.6K | 0.02% | −22−6.3% | Reduced |
| CoreCap Advisors, LLC | 330 | $19.8K | 0.00% | −300−47.6% | Reduced |
| Eastern Bank | 338 | $20.3K | 0.00% | −705−67.6% | Reduced |
| Leonteq Securities AG | 299 | $20.5K | 0.00% | +189+171.8% | Added |
| Compass Wealth Management LLC | 350 | $21.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 352 | $21.1K | 0.00% | −149−29.7% | Reduced |
| Ravenstone Capital Management Inc. | 368 | $22.1K | 0.01% | −1,412−79.3% | Reduced |
| Mather Group, LLC. | 377 | $22.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 376 | $23.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 400 | $24.0K | 0.01% | +400 | New |
| First PREMIER Bank | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 415 | $24.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 419 | $25.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 428 | $25.7K | 0.00% | +236+122.9% | Added |
| Millstone Evans Group, LLC | 450 | $27.0K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 320 | $27.6K | 0.09% | +320 | New |
| Tobam | 339 | $29.0K | 0.01% | −2,056−85.8% | Reduced |
| Lazard Asset Management LLC | 484 | $29.0K | 0.00% | −476−49.6% | Reduced |
| St Germain D J Co Inc | 486 | $29.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 490 | $29.4K | 0.00% | +374+322.4% | Added |
| Logan Capital Management Inc | 496 | $29.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 500 | $30.0K | 0.01% | −800−61.5% | Reduced |
| First Financial Corp | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 511 | $30.6K | 0.00% | −468−47.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 541 | $32.4K | 0.00% | +541 | New |
| Caldwell Trust Co | 561 | $33.6K | 0.00% | +61+12.2% | Added |
| Private Trust Co NA | 562 | $33.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 568 | $34.0K | 0.01% | +568 | New |
| MB, Levis & Associates, LLC | 600 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 605 | $36.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 629 | $37.7K | 0.02% | −91−12.6% | Reduced |
| Mascoma Wealth Management LLC | 644 | $38.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 660 | $39.0K | 0.01% | −1,192−64.4% | Reduced |