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 765 institutions that hold shares in the stock, with a total of 88.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
140
shares
|
$17,722
0.0% of portfolio
|
Q4 2024
Reduced 60.11%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
140
shares
|
$17,722
0.01% of portfolio
|
Q2 2024
Reduced 40.43%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
129
shares
|
$16,330
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
125
shares
|
$15,823
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
121
shares
|
$15,317
0.0% of portfolio
|
Q4 2023
Added 70.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$15,190
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
119
shares
|
$15,064
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
119
shares
|
$15,064
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
110
shares
|
$13,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
110
shares
|
$13,924
0.01% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
109
shares
|
$13,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
109
shares
|
$13,798
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
109
shares
|
$13,798
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
108
shares
|
$13,671
0.0% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
108
shares
|
$13,671
0.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
106
shares
|
$13,418
0.0% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
100
shares
|
$12,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
100
shares
|
$12,659
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$12,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$12,659
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
100
shares
|
$12,659
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
93
shares
|
$11,772
0.0% of portfolio
|
Q1 2024
Added 481.25%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
91
shares
|
$11,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
90
shares
|
$11,393
0.0% of portfolio
|
Q1 2025
Reduced 55.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84
shares
|
$10,633
0.0% of portfolio
|
Q2 2024
New holding
|