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 788 institutions that hold shares in the stock, with a total of 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,350
shares
|
$290,319
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,345
shares
|
$289,701
0.0% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,334
shares
|
$288,342
0.02% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,328
shares
|
$287,601
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
2,290
shares
|
$282,906
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,276
shares
|
$281,177
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,275
shares
|
$281,053
0.01% of portfolio
|
Q3 2024
Added 59.31%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
2,261
shares
|
$279,323
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,260
shares
|
$279,200
0.01% of portfolio
|
Q3 2024
Reduced 27.33%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$274,876
0.01% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
2,224
shares
|
$274,752
0.02% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
2,180
shares
|
$269,317
0.14% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,172
shares
|
$268,328
0.2% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,159
shares
|
$266,722
0.02% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,156
shares
|
$266,352
0.01% of portfolio
|
Q2 2024
Reduced 12.92%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,156
shares
|
$266,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,154
shares
|
$266,105
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,139
shares
|
$264,252
0.04% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,120
shares
|
$261,904
0.0% of portfolio
|
Q3 2024
Reduced 92.98%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,120
shares
|
$261,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,107
shares
|
$260,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
2,079
shares
|
$256,839
0.08% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
2,069
shares
|
$255,604
0.26% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,020
shares
|
$249,550
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
2,016
shares
|
$249,056
0.07% of portfolio
|
Q3 2024
Reduced 83.51%
|