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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$3,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
23
shares
|
$3,330
0.0% of portfolio
|
Q2 2022
Added 53.33%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
23
shares
|
$3,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
20
shares
|
$2,896
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$2,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$2,751
0.0% of portfolio
|
Q2 2025
Reduced 42.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,317
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
16
shares
|
$2,317
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
15
shares
|
$2,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
14
shares
|
$2,027
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
12
shares
|
$1,737
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
11
shares
|
$1,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,593
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
11
shares
|
$1,593
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$1,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,448
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10
shares
|
$1,448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
10
shares
|
$1,448
0.0% of portfolio
|
Q4 2023
Reduced 97.57%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
9
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
Reduced 98.41%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
9
shares
|
$1,303
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
8
shares
|
$1,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
Added 60.0%
|