Institutional Ownership Toll Brothers, Inc. (TOL)
This table provides information about the institutional ownership of Toll Brothers, Inc. (TOL). We have compiled data on the 757 institutions that hold shares in the stock, with a total of 88.4 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connacht Asset Management LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,582
shares
|
$518,745
1.62% of portfolio
|
Q3 2023
New holding
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
3,576
shares
|
$517,876
0.28% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,563
shares
|
$515,993
0.0% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,543
shares
|
$513,097
0.01% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$492,532
0.01% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,387
shares
|
$490,505
0.0% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,365
shares
|
$487,319
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,365
shares
|
$487,319
0.02% of portfolio
|
Q2 2025
Added 89.79%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,290
shares
|
$476,457
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,263
shares
|
$472,547
0.01% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,237
shares
|
$468,782
0.01% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,204
shares
|
$464,003
0.0% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,200
shares
|
$463,424
0.01% of portfolio
|
Q2 2025
Added 849.55%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,144
shares
|
$455,314
0.01% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
3,144
shares
|
$455,314
0.01% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,143
shares
|
$455,169
0.02% of portfolio
|
Q2 2025
Added 1816.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,137
shares
|
$454,300
0.01% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,103
shares
|
$449,376
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,095
shares
|
$448,217
0.0% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,080
shares
|
$446,045
0.15% of portfolio
|
Q2 2025
Added 55.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
3,020
shares
|
$437,356
0.08% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$434,460
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,000
shares
|
$434,460
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,992
shares
|
$433,301
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,909
shares
|
$421,281
0.0% of portfolio
|
Q2 2025
New holding
|