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 863 institutions that hold shares in the stock, with a total of 857 Million shares, which have been reported (via 13F filing form) to have a value of $69.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
332
shares
|
$27,041
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
329
shares
|
$26,797
0.0% of portfolio
|
Q2 2025
Added 167.48%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
320
shares
|
$26,064
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
303
shares
|
$24,679
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
289
shares
|
$23,539
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
284
shares
|
$23,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
279
shares
|
$22,724
0.1% of portfolio
|
Q3 2025
Reduced 36.16%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
278
shares
|
$22,643
0.0% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
264
shares
|
$21,502
0.01% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
263
shares
|
$21,421
0.02% of portfolio
|
Q2 2025
Added 90.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
259
shares
|
$21,095
0.0% of portfolio
|
Q3 2025
Added 100.78%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
258
shares
|
$21,014
0.0% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
244
shares
|
$19,873
0.0% of portfolio
|
Q1 2023
Reduced 29.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
238
shares
|
$19,385
0.01% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
235
shares
|
$19,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
235
shares
|
$19,140
0.0% of portfolio
|
Q4 2025
Added 17.5%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
235
shares
|
$19,140
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
234
shares
|
$19,059
0.0% of portfolio
|
Q2 2023
Reduced 45.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
230
shares
|
$18,733
0.0% of portfolio
|
Q2 2025
Added 40.24%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
226
shares
|
$18,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
223
shares
|
$18,163
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
218
shares
|
$17,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
216
shares
|
$17,593
0.0% of portfolio
|
Q3 2024
Reduced 75.06%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
211
shares
|
$17,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
205
shares
|
$16,697
0.0% of portfolio
|
Q1 2023
Added 46.43%
|
|