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 771 institutions that hold shares in the stock, with a total of 890 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
158
shares
|
$11,865
0.0% of portfolio
|
Q2 2023
Added 1.94%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
153
shares
|
$11,490
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
146
shares
|
$10,964
0.0% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
144
shares
|
$10,814
0.0% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
142
shares
|
$10,664
0.01% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
136
shares
|
$10,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
134
shares
|
$10,063
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
123
shares
|
$9,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
117
shares
|
$8,786
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
113
shares
|
$8,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$7,509
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
96
shares
|
$7,209
0.0% of portfolio
|
Q2 2025
Added 190.91%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
92
shares
|
$6,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
85
shares
|
$6,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
82
shares
|
$6,158
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
82
shares
|
$6,158
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
81
shares
|
$6,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
75
shares
|
$5,632
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
72
shares
|
$5,407
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
69
shares
|
$5,181
0.0% of portfolio
|
Q1 2025
Reduced 32.35%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
67
shares
|
$5,031
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
60
shares
|
$4,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$3,754
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
50
shares
|
$3,754
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
48
shares
|
$3,604
0.0% of portfolio
|
Q3 2022
Added 60.0%
|