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 787 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
2,016
shares
|
$287,138
0.07% of portfolio
|
Q3 2024
Reduced 83.51%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,008
shares
|
$285,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,001
shares
|
$285,002
0.0% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$284,860
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,971
shares
|
$280,729
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,971
shares
|
$280,729
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
1,925
shares
|
$274,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,901
shares
|
$270,759
0.03% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,883
shares
|
$268,195
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$267,198
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,872
shares
|
$266,628
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$265,631
0.02% of portfolio
|
Q2 2024
Added 5.97%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,855
shares
|
$264,207
0.12% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,839
shares
|
$261,928
0.01% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1,821
shares
|
$259,365
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,816
shares
|
$258,652
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
1,810
shares
|
$257,798
0.03% of portfolio
|
Q2 2024
Reduced 32.59%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
1,800
shares
|
$256,374
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,791
shares
|
$255,092
0.04% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
1,780
shares
|
$253,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,768
shares
|
$251,816
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,765
shares
|
$251,388
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,747
shares
|
$248,825
0.03% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,747
shares
|
$248,825
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,718
shares
|
$244,694
0.01% of portfolio
|
Q3 2024
New holding
|