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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
229
shares
|
$33,163
0.0% of portfolio
|
Q2 2025
Added 39.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
218
shares
|
$31,570
0.0% of portfolio
|
Q2 2025
Added 45.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
213
shares
|
$30,846
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
212
shares
|
$30,701
0.01% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
207
shares
|
$29,977
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
205
shares
|
$29,688
0.0% of portfolio
|
Q3 2024
Added 294.23%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
205
shares
|
$29,688
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$28,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$26,791
0.0% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
183
shares
|
$26,502
0.0% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
179
shares
|
$25,922
0.0% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
161
shares
|
$23,316
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
160
shares
|
$23,171
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$22,012
0.0% of portfolio
|
Q2 2025
Added 2433.33%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
147
shares
|
$21,288
0.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
143
shares
|
$20,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
140
shares
|
$20,274
0.01% of portfolio
|
Q2 2024
Reduced 40.43%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
137
shares
|
$19,840
0.0% of portfolio
|
Q2 2025
Added 29.25%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
136
shares
|
$19,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
130
shares
|
$18,826
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
129
shares
|
$18,681
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$17,378
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
120
shares
|
$17,378
0.01% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
119
shares
|
$17,233
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
119
shares
|
$17,233
0.0% of portfolio
|
Q3 2023
New holding
|