Jeremy Grantham's TD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.53 M shares of The Toronto-Dominion Bank (TD) worth $122.65 M, representing 0.35% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 1.54 M shares. Largest reduction occurred in Q1 2020, reducing 734,918 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Toronto-Dominion Bank (TD) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Toronto-Dominion Bank (TD) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +648,466 | Add 0.00% | 648,464 | $40.03 |
| Q3 2013 | -203,412 | Reduce 31.37% | 445,052 | $45.11 |
| Q4 2013 | +23,400 | Add 5.26% | 468,452 | $47.11 |
| Q1 2014 | +2,800 | Add 0.60% | 471,252 | $46.96 |
| Q2 2014 | +600 | Add 0.13% | 471,852 | $51.57 |
| Q4 2014 | -68,700 | Reduce 14.56% | 403,152 | $47.92 |
| Q1 2015 | -144,444 | Reduce 35.83% | 258,708 | $42.80 |
| Q3 2015 | +1.54 M | Add 596.69% | 1.8 M | $39.23 |
| Q4 2015 | -143,961 | Reduce 7.99% | 1.66 M | $39.05 |
| Q1 2016 | -430,200 | Reduce 25.94% | 1.23 M | $43.34 |
| Q2 2016 | -538,634 | Reduce 43.85% | 689,608 | $42.72 |
| Q3 2016 | -193,300 | Reduce 28.03% | 496,308 | $44.32 |
| Q4 2016 | -166,440 | Reduce 33.54% | 329,868 | $49.38 |
| Q1 2017 | -259,168 | Reduce 78.57% | 70,700 | $49.94 |
| Q2 2017 | -9,000 | Reduce 12.73% | 61,700 | $50.32 |
| Q3 2017 | +21,800 | Add 35.33% | 83,500 | $56.17 |
| Q4 2017 | +202,300 | Add 242.28% | 285,800 | $58.78 |
| Q1 2018 | -173,300 | Reduce 60.64% | 112,500 | $56.71 |
| Q2 2018 | +315,600 | Add 280.53% | 428,100 | $57.84 |
| Q3 2018 | +910,918 | Add 212.78% | 1.34 M | $60.72 |
| Q4 2018 | +385,500 | Add 28.79% | 1.72 M | $49.69 |
| Q1 2019 | +695,600 | Add 40.34% | 2.42 M | $54.29 |
| Q2 2019 | -653,800 | Reduce 27.02% | 1.77 M | $58.56 |
| Q3 2019 | -329,900 | Reduce 18.68% | 1.44 M | $58.35 |
| Q4 2019 | -416,300 | Reduce 28.98% | 1.02 M | $56.16 |
| Q1 2020 | -734,918 | Reduce 72.04% | 285,200 | $42.03 |
| Q2 2020 | +197,600 | Add 69.28% | 482,800 | $44.49 |
| Q3 2020 | +43,100 | Add 8.93% | 525,900 | $46.15 |
| Q4 2020 | -4,400 | Reduce 0.84% | 521,500 | $56.45 |
| Q1 2021 | +97,800 | Add 18.75% | 619,300 | $65.21 |
| Q2 2021 | +165,700 | Add 26.76% | 785,000 | $70.15 |
| Q3 2021 | -729,600 | Reduce 92.94% | 55,400 | $66.19 |
| Q4 2021 | -25,400 | Reduce 45.85% | 30,000 | $76.77 |
| Q1 2022 | -30,000 | Sold Out | 30,000 | $0.00 |
| Q2 2023 | +7,788 | New Buy | 7,788 | $62.01 |
| Q3 2023 | +55,267 | Add 709.64% | 63,055 | $60.26 |
| Q4 2023 | +68,955 | Add 109.36% | 132,010 | $64.88 |
| Q1 2024 | +182,013 | Add 137.88% | 314,023 | $60.41 |
| Q2 2024 | +292,700 | Add 93.21% | 606,723 | $54.96 |
| Q3 2024 | -21,565 | Reduce 3.55% | 585,158 | $63.30 |
| Q4 2024 | +6,312 | Add 1.08% | 591,470 | $53.21 |
| Q1 2025 | +147,562 | Add 24.95% | 739,032 | $59.91 |
| Q2 2025 | +41,691 | Add 5.64% | 780,723 | $73.41 |
| Q3 2025 | +752,848 | Add 96.43% | 1.53 M | $79.98 |
Jeremy Grantham's The Toronto-Dominion Bank Investment FAQs
Jeremy Grantham first purchased The Toronto-Dominion Bank (TD) in Q2 2013, acquiring 648,464 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Toronto-Dominion Bank (TD) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to The Toronto-Dominion Bank (TD) was in Q3 2015, adding 1,802,403 shares worth $70.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,533,571 shares of The Toronto-Dominion Bank (TD), valued at approximately $122.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Toronto-Dominion Bank (TD) represents approximately 0.35% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in The Toronto-Dominion Bank (TD) was 2,420,118 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.