Institutional Ownership Toronto Dominion Bank (TD)
This table provides information about the institutional ownership of Toronto Dominion Bank (TD). We have compiled data on the 808 institutions that hold shares in the stock, with a total of 887 Million shares, which have been reported (via 13F filing form) to have a value of $69.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
4,000
shares
|
$313,600
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gmt Capital Corp
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,960
shares
|
$310,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,951
shares
|
$309,758
0.06% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,922
shares
|
$307,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,886
shares
|
$304,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
3,795
shares
|
$297,528
0.0% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
3,770
shares
|
$295,568
0.08% of portfolio
|
Q4 2023
Reduced 8.05%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,762
shares
|
$294,940
0.01% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
3,750
shares
|
$294,000
0.11% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
3,719
shares
|
$291,569
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,708
shares
|
$290,707
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
3,650
shares
|
$286,160
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
3,623
shares
|
$284,043
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,618
shares
|
$283,651
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,617
shares
|
$283,572
0.04% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,612
shares
|
$283,180
0.01% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
3,609
shares
|
$282,945
0.14% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
3,605
shares
|
$282,632
0.01% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
3,562
shares
|
$279,260
0.1% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
3,561
shares
|
$279,182
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,559
shares
|
$279,025
0.0% of portfolio
|
Q1 2023
Added 9.37%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,530
shares
|
$276,752
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,526
shares
|
$276,438
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,521
shares
|
$276,046
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,518
shares
|
$275,811
0.0% of portfolio
|
Q2 2025
Added 2.12%
|