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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 13,483 | $808.2K | 0.01% | −5,228−27.9% | Reduced |
| Atomi Financial Group, Inc. | 13,371 | $801.5K | 0.04% | +9,201+220.6% | Added |
| Captrust Financial Advisors | 13,305 | $797.5K | 0.00% | +1,407+11.8% | Added |
| Radnor Capital Management, LLC | 13,199 | $791.0K | 0.13% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 13,120 | $786.4K | 0.11% | −150−1.1% | Reduced |
| Kestra Advisory Services, LLC | 12,812 | $768.0K | 0.00% | +94+0.7% | Added |
| Mercer Global Advisors Inc | 12,464 | $747.1K | 0.00% | +192+1.6% | Added |
| Fulton Bank, N.A. | 12,390 | $742.7K | 0.03% | +162+1.3% | Added |
| HM Payson & Co | 12,028 | $721.0K | 0.01% | −1,788−12.9% | Reduced |
| SEI Investments Co | 12,014 | $720.7K | 0.00% | +12,014 | New |
| Plante Moran Financial Advisors, LLC | 11,578 | $694.0K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,532 | $691.2K | 0.01% | +6,818+144.6% | Added |
| Bridgewater Advisors Inc. | 10,787 | $682.5K | 0.06% | +406+3.9% | Added |
| Ballentine Partners, LLC | 11,322 | $678.6K | 0.01% | +265+2.4% | Added |
| Quilter Plc | 10,975 | $657.7K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,573 | $633.7K | 0.01% | +3,802+56.2% | Added |
| Natural Investments, LLC | 10,544 | $631.0K | 0.18% | +77+0.7% | Added |
| Cherokee Insurance Co | 10,395 | $622.7K | 0.28% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 10,590 | $618.0K | 0.12% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10,176 | $610.0K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 10,173 | $609.8K | 0.01% | +3,031+42.4% | Added |
| Ti-Trust, Inc | 10,069 | $603.5K | 0.40% | −75−0.7% | Reduced |
| EP Wealth Advisors, LLC | 9,877 | $592.0K | 0.00% | +9+0.1% | Added |
| Burney Co | 9,667 | $579.5K | 0.02% | −56−0.6% | Reduced |
| Walleye Capital LLC | 9,526 | $571.0K | 0.01% | −73,373−88.5% | Reduced |
| AQR Capital Management LLC | 9,482 | $568.4K | 0.00% | +9,482 | New |
| Glenmede Trust Co NA | 9,307 | $557.9K | 0.00% | −29−0.3% | Reduced |
| CAPROCK Group, Inc. | 9,208 | $551.9K | 0.02% | +3,816+70.8% | Added |
| CIBC Private Wealth Group, LLC | 9,842 | $551.9K | 0.00% | −2,396−19.6% | Reduced |
| CRA Financial Services, LLC | 9,142 | $548.0K | 0.09% | +59+0.6% | Added |
| Carnegie Lake Advisors LLC | 9,081 | $544.0K | 0.22% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8,892 | $533.0K | 0.02% | +211+2.4% | Added |
| One Capital Management, LLC | 8,893 | $532.8K | 0.02% | +8,893 | New |
| Penobscot Investment Management Company, Inc. | 8,844 | $530.1K | 0.05% | −300−3.3% | Reduced |
| Keybank National Association | 8,680 | $520.3K | 0.00% | −1,006−10.4% | Reduced |
| JCIC Asset Management Inc. | 8,670 | $519.6K | 0.22% | +80+0.9% | Added |
| Resources Investment Advisors, LLC. | 8,601 | $515.5K | 0.01% | −195−2.2% | Reduced |
| Sky Investment Group LLC | 8,596 | $515.2K | 0.10% | 00.0% | Unchanged |
| SIH Partners, LLLP | 8,554 | $512.7K | 0.04% | +8,554 | New |
| SkyOak Wealth, LLC | 8,485 | $508.6K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,417 | $504.5K | 0.00% | −593−6.6% | Reduced |
| LGT Group Foundation | 8,300 | $497.4K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 8,282 | $496.4K | 0.19% | −1,748−17.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,164 | $489.4K | 0.08% | −429−5.0% | Reduced |
| Stevens Capital Management LP | 8,114 | $486.0K | 0.12% | +8,114 | New |
| Cape Cod Five Cents Savings Bank | 7,641 | $483.4K | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 7,871 | $472.9K | 0.00% | −3,170−28.7% | Reduced |
| Clark Capital Management Group, Inc. | 7,872 | $471.8K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,848 | $470.4K | 0.12% | −77−1.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,847 | $470.3K | 0.06% | +933+13.5% | Added |
| Intrua Financial, LLC | 7,812 | $468.2K | 0.07% | +183+2.4% | Added |
| Wolff Financial Management LLC | 7,771 | $466.0K | 0.13% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,742 | $464.1K | 0.01% | −1,344−14.8% | Reduced |
| Essex Financial Services, Inc. | 7,693 | $461.1K | 0.03% | +25+0.3% | Added |
| Enterprise Bank & Trust Co | 7,622 | $456.9K | 0.18% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,560 | $453.1K | 0.00% | +919+13.8% | Added |
| CWM, LLC | 7,522 | $451.0K | 0.00% | +244+3.4% | Added |
| Vontobel Holding Ltd. | 7,452 | $446.6K | 0.00% | −4,666−38.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,435 | $445.6K | 0.02% | +934+14.4% | Added |
| Old Port Advisors | 7,363 | $441.3K | 0.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,338 | $439.9K | 0.27% | −1,229−14.3% | Reduced |
| Adell Harriman & Carpenter Inc | 7,305 | $437.9K | 0.03% | −1,180−13.9% | Reduced |
| Kestra Private Wealth Services, LLC | 7,282 | $436.5K | 0.01% | −491−6.3% | Reduced |
| FineMark National Bank & Trust | 7,268 | $435.6K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 7,328 | $434.8K | 0.01% | −1,110−13.2% | Reduced |
| Wesbanco Bank Inc | 7,195 | $431.3K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,154 | $428.8K | 0.01% | −4,767−40.0% | Reduced |
| Brucke Financial, Inc. | 6,614 | $421.8K | 0.37% | −173−2.5% | Reduced |
| Walter Public Investments Inc. | 7,000 | $419.4K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,964 | $417.4K | 0.04% | +1,208+21.0% | Added |
| Checchi Capital Advisers, LLC | 6,786 | $406.8K | 0.03% | +793+13.2% | Added |
| We Are One Seven, LLC | 6,753 | $404.7K | 0.02% | −363−5.1% | Reduced |
| Atria Investments LLC | 6,659 | $399.1K | 0.01% | +6,659 | New |
| First Citizens Bank & Trust Co | 6,586 | $394.8K | 0.01% | +12+0.2% | Added |
| Greenfield Savings Bank | 6,566 | $393.6K | 0.19% | −560−7.9% | Reduced |
| Philip James Wealth Mangement, LLC | 6,422 | $384.9K | 0.05% | +260+4.2% | Added |
| GWM Advisors LLC | 6,417 | $384.6K | 0.00% | +83+1.3% | Added |
| Pacitti Group Inc. | 6,407 | $384.1K | 0.18% | +20.0% | Added |
| TFG Advisers LLC | 6,391 | $383.1K | 0.14% | −83−1.3% | Reduced |
| Versant Capital Management, Inc | 6,329 | $379.4K | 0.06% | +5,629+804.1% | Added |
| Keynote Financial Services LLC | 6,312 | $378.3K | 0.27% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 4,400 | $374.5K | 0.14% | +4,400 | New |
| Baskin Financial Services Inc. | 6,187 | $371.0K | 0.03% | +506+8.9% | Added |
| Davis R M Inc | 6,132 | $367.6K | 0.01% | −1,800−22.7% | Reduced |
| Cabot Wealth Management Inc | 6,032 | $361.6K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,019 | $360.8K | 0.03% | −8,217−57.7% | Reduced |
| Net Worth Advisory Group | 5,994 | $359.3K | 0.11% | +725+13.8% | Added |
| Marcum Wealth, LLC | 5,962 | $357.4K | 0.03% | +604+11.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,950 | $356.6K | 0.00% | +930+18.5% | Added |
| BNP Paribas Arbitrage, SA | 5,912 | $354.4K | 0.00% | +3,392+134.6% | Added |
| Hemenway Trust Co LLC | 5,860 | $351.2K | 0.03% | −50−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,560 | $351.0K | 0.01% | +58+1.1% | Added |
| Congress Wealth Management LLC | 5,852 | $350.9K | 0.00% | −1,360−18.9% | Reduced |
| Boston Trust Walden Corp | 5,800 | $347.7K | 0.00% | −1,625−21.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 5,800 | $347.5K | 0.02% | −7,800−57.4% | Reduced |
| Parallel Advisors, LLC | 5,796 | $347.4K | 0.01% | +1,738+42.8% | Added |
| Vident Advisory, LLC | 5,738 | $343.9K | 0.01% | +1,203+26.5% | Added |
| Wright Investors Service Inc | 5,654 | $338.9K | 0.11% | −541−8.7% | Reduced |
| Johnson Investment Counsel Inc | 5,635 | $337.8K | 0.00% | −1,050−15.7% | Reduced |
| SlateStone Wealth, LLC | 5,544 | $332.0K | 0.03% | 00.0% | Unchanged |