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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,888
shares
|
$273,420
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,882
shares
|
$272,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,863
shares
|
$269,799
0.02% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
1,855
shares
|
$268,641
0.09% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,853
shares
|
$268,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
1,839
shares
|
$266,323
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,829
shares
|
$264,875
0.07% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$255,896
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,760
shares
|
$254,883
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,750
shares
|
$253,435
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,588
shares
|
$229,974
0.0% of portfolio
|
Q2 2025
Added 347.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,485
shares
|
$215,057
0.0% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,463
shares
|
$211,871
0.0% of portfolio
|
Q2 2025
Added 1242.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,423
shares
|
$206,078
0.0% of portfolio
|
Q1 2025
Reduced 77.53%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,373
shares
|
$198,837
0.01% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,366
shares
|
$197,824
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,351
shares
|
$195,651
0.09% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,348
shares
|
$195,217
0.06% of portfolio
|
Q2 2023
Reduced 0.22%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,293
shares
|
$187,252
0.0% of portfolio
|
Q2 2025
Added 1320.88%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,220
shares
|
$176,680
0.14% of portfolio
|
Q3 2023
Added 103.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,197
shares
|
$173,349
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
1,175
shares
|
$170,163
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
1,171
shares
|
$169,584
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,163
shares
|
$168,425
0.07% of portfolio
|
Q2 2025
Reduced 84.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,101
shares
|
$159,446
0.0% of portfolio
|
Q2 2025
Added 15.89%
|