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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
82
shares
|
$10,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
75
shares
|
$9,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
75
shares
|
$9,494
0.0% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
70
shares
|
$8,861
0.0% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
70
shares
|
$8,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
69
shares
|
$8,734
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
67
shares
|
$8,481
0.0% of portfolio
|
Q2 2024
Added 570.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
66
shares
|
$8,354
0.0% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
66
shares
|
$8,354
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
63
shares
|
$7,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
61
shares
|
$7,721
0.0% of portfolio
|
Q1 2025
Added 165.22%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
54
shares
|
$6,835
0.02% of portfolio
|
Q1 2025
Reduced 84.12%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
50
shares
|
$6,329
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
50
shares
|
$6,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
50
shares
|
$6,329
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
50
shares
|
$6,329
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
49
shares
|
$6,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
48
shares
|
$6,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
45
shares
|
$5,696
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
45
shares
|
$5,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
43
shares
|
$5,443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
38
shares
|
$4,810
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
35
shares
|
$4,430
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
34
shares
|
$4,304
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
33
shares
|
$4,177
0.0% of portfolio
|
Q3 2022
Added 94.12%
|