TD · Company research

Toronto Dominion Bank (TD): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableFinancial Services

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Parallel Advisors, LLC1690010Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6679811062———Aug 5, 2026SEC_13F_DATASET
Legacy Financial Advisors, Inc.1730810Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5338648193———Aug 5, 2026SEC_13F_DATASET
Baskin Financial Services Inc.1511098Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)100261217———Jul 13, 2026SEC_13F_DATASET
TRUST CO OF VERMONT1134008Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)392224762727———Aug 7, 2026SEC_13F_DATASET
Private Wealth Asset Management, LLC1883006Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2243———Aug 11, 2026SEC_13F_DATASET
Valeo Financial Advisors, LLC1722641Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2127258282———Jul 8, 2026SEC_13F_DATASET
Turn8 Private Wealth Inc.2070026Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2237271451———Aug 3, 2026SEC_13F_DATASET
CAUSEWAY CAPITAL MANAGEMENT LLC1165797Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9723811818658———Aug 13, 2026SEC_13F_DATASET
FIRST FINANCIAL CORP /IN/714562Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50060715———Jul 7, 2026SEC_13F_DATASET
Godfrey Financial Associates, Inc.2097943Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)62475772———Aug 11, 2026SEC_13F_DATASET
Oslo Pensjonsforsikring AS1828808Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4600559082———Jul 31, 2026SEC_13F_DATASET
SATURNA CAPITAL CORP1316617Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2850346076———Aug 14, 2026SEC_13F_DATASET
TOBAM1527488Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)17731———Jul 31, 2026SEC_13F_DATASET
Pathway Financial Advisers, LLC2024152Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7748940831———Jul 30, 2026SEC_13F_DATASET
LOUISBOURG INVESTMENTS INC.2053050Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)377734583797———Jul 23, 2026SEC_13F_DATASET
SouthState Bank Corp764038Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1135137823———Aug 6, 2026SEC_13F_DATASET
First Command Advisory Services, Inc.1727336Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)232793———Aug 10, 2026SEC_13F_DATASET
TOWER BRIDGE ADVISORS1278249Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4699570600———Aug 12, 2026SEC_13F_DATASET
BESSEMER GROUP INC1054074Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)57494769798———Aug 12, 2026SEC_13F_DATASET
TUDOR INVESTMENT CORP ET AL923093Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10930013272299———Aug 14, 2026SEC_13F_DATASET
LEAVELL INVESTMENT MANAGEMENT, INC.924181Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3350406771———Jul 21, 2026SEC_13F_DATASET
MARSHALL INVESTMENT MANAGEMENT, LLC2022427Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)728743———Aug 14, 2026SEC_13F_DATASET
Ramirez Asset Management, Inc.1992110Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23528536———Aug 13, 2026SEC_13F_DATASET
RESOURCES MANAGEMENT CORP /CT/ /ADV749044Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)259413150016———Aug 14, 2026SEC_13F_DATASET
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1007280Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)61299574503001———Aug 17, 2026SEC_13F_DATASET
FARMERS & MERCHANTS INVESTMENTS INC1259969Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4500546435———Jul 20, 2026SEC_13F_DATASET
STOCK YARDS BANK & TRUST CO741073Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1414171702———Aug 13, 2026SEC_13F_DATASET
QUADRANT CAPITAL GROUP LLC1650717Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)367724465224———Aug 14, 2026SEC_13F_DATASET
Kepler Cheuvreux (Suisse) SA2096459Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)91781582654———Jul 15, 2026SEC_13F_DATASET
Dixon Mitchell Investment Counsel Inc.1993485Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1591641193524414———Aug 13, 2026SEC_13F_DATASET
SlateStone Wealth, LLC1764049Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5544673———Jul 20, 2026SEC_13F_DATASET
First Bancorp, Inc /ME/765207Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)882107101———Aug 11, 2026SEC_13F_DATASET
Notis-McConarty Edward1592616Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1800218574———Aug 11, 2026SEC_13F_DATASET
PNC Financial Services Group, Inc.713676Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)52063165———Aug 7, 2026SEC_13F_DATASET
AMERIPRISE FINANCIAL INC820027Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)402566941745———Aug 14, 2026SEC_13F_DATASET
Ativo Capital Management LLC1423065Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)192652339395———Aug 10, 2026SEC_13F_DATASET
BNP PARIBAS FINANCIAL MARKETS1166588Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)287103486255———Aug 13, 2026SEC_13F_DATASET
NISA INVESTMENT ADVISORS, LLC937615Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)30537036———Aug 10, 2026SEC_13F_DATASET
Venturi Wealth Management, LLC1666363Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3256395377———Jul 20, 2026SEC_13F_DATASET
Mount Lucas Management LP1185072Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)124381510346———Aug 10, 2026SEC_13F_DATASET
FOSTER & MOTLEY INC1163902Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)168392045———Aug 7, 2026SEC_13F_DATASET
Florida Trust Wealth Management Co1651023Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2276276375———Jul 27, 2026SEC_13F_DATASET
Piscataqua Savings Bank1855835Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)26331935———Jul 9, 2026SEC_13F_DATASET
Plato Investment Management Ltd1984475Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)625307555515———Aug 7, 2026SEC_13F_DATASET
Coleford Investment Management Ltd.1939136Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23678028732315———Aug 12, 2026SEC_13F_DATASET
Arrow Financial Corp717538Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2084253060———Jul 31, 2026SEC_13F_DATASET
Russell Investments Group, Ltd.1692234Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)620927484301———Aug 6, 2026SEC_13F_DATASET
Asset Planning,Inc2048547Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1351164014———Jul 27, 2026SEC_13F_DATASET
HUNTINGTON NATIONAL BANK49205Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1463177652———Aug 13, 2026SEC_13F_DATASET
CAPE ANN SAVINGS BANK936938Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2254273703———Aug 4, 2026SEC_13F_DATASET
Ethic Inc.1780570Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)231252808052———Jul 29, 2026SEC_13F_DATASET
BOYD WATTERSON ASSET MANAGEMENT LLC/OH1121477Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)26432058———Aug 7, 2026SEC_13F_DATASET
Pacer Advisors, Inc.1616667Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)129741577———Aug 13, 2026SEC_13F_DATASET
NBT BANK, N.A.898413Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20024286———Jul 29, 2026SEC_13F_DATASET
Police & Firemen's Retirement System of New Jersey2040686Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)22230727019996———Jul 23, 2026SEC_13F_DATASET
PLIMOTH TRUST CO LLC1623678Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)146771782228———Jul 28, 2026SEC_13F_DATASET
Community Bank, N.A.1632187Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25030357———Aug 13, 2026SEC_13F_DATASET
ATLAS CAPITAL ADVISORS INC.1434165Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2401224037———Aug 13, 2026SEC_13F_DATASET
Lorne Steinberg Wealth Management Inc.1851362Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16226819720448———Jul 28, 2026SEC_13F_DATASET
WESBANCO BANK INC877134Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5201631557———Jul 28, 2026SEC_13F_DATASET
PRIVATE TRUST CO NA1277557Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1164141379———Jul 28, 2026SEC_13F_DATASET
KEYNOTE FINANCIAL SERVICES LLC2026127Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6312766466———Aug 3, 2026SEC_13F_DATASET
Pinnacle Bancorp, Inc.1703383Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2890350933———Jul 28, 2026SEC_13F_DATASET
Fourth Dimension Wealth, LLC2056691Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15018253———Jul 31, 2026SEC_13F_DATASET
Mediolanum International Funds Ltd2022028Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21375825723675———Jul 23, 2026SEC_13F_DATASET
QV Investors Inc.1570253Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)39454547955———Jul 21, 2026SEC_13F_DATASET
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA932974Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1118135759———Jul 30, 2026SEC_13F_DATASET
FORBES J M & CO LLP1067532Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1899230596———Jul 20, 2026SEC_13F_DATASET
Sky Investment Group LLC1333792Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4446539878———Jul 20, 2026SEC_13F_DATASET
FIRST HORIZON CORP36966Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50060715———Jul 20, 2026SEC_13F_DATASET
Pinnacle Wealth Management Advisory Group, LLC1631864Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2300279289———Aug 5, 2026SEC_13F_DATASET
First PREMIER Bank1653926Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)40049———Jul 15, 2026SEC_13F_DATASET
North Star Investment Management Corp.1342857Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)708500———Jul 28, 2026SEC_13F_DATASET
WEDBUSH SECURITIES INC1142495Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2043248———Jul 28, 2026SEC_13F_DATASET
WHALEROCK POINT PARTNERS, LLC1389709Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2525306611———Aug 13, 2026SEC_13F_DATASET
ADELL HARRIMAN & CARPENTER INC1134152Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5805704901———Aug 4, 2026SEC_13F_DATASET
Cardinal Capital Management, Inc.1518235Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)120201458579———Jul 10, 2026SEC_13F_DATASET
Canoe Financial LP1908219Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)99441207865———Jul 16, 2026SEC_13F_DATASET
ADIRONDACK TRUST CO1054257Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3562432533———Jul 16, 2026SEC_13F_DATASET
DJE Kapital AG1659196Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)40811249324339———Aug 4, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.