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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
2,886
shares
|
$417,950
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,870
shares
|
$415,633
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
2,868
shares
|
$415,343
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,846
shares
|
$412,157
0.12% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,809
shares
|
$406,799
0.01% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,806
shares
|
$406,364
0.06% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
2,769
shares
|
$401,006
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,760
shares
|
$399,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,748
shares
|
$397,965
0.0% of portfolio
|
Q2 2025
Reduced 37.76%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,714
shares
|
$393,041
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,654
shares
|
$384,352
0.02% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,641
shares
|
$382,469
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,634
shares
|
$381,455
0.01% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,629
shares
|
$380,731
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$377,835
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,605
shares
|
$377,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
2,600
shares
|
$376,532
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
2,579
shares
|
$373,490
0.02% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,578
shares
|
$373,345
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,563
shares
|
$371,173
0.0% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,558
shares
|
$370,449
0.0% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,546
shares
|
$368,711
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
2,520
shares
|
$364,946
0.07% of portfolio
|
Q1 2025
Reduced 76.39%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,503
shares
|
$362,484
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,502
shares
|
$362,339
0.03% of portfolio
|
Q2 2025
Added 4.47%
|