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 796 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,846
shares
|
$195,952
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,842
shares
|
$195,528
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
1,839
shares
|
$195,209
0.01% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,810
shares
|
$192,131
0.03% of portfolio
|
Q2 2024
Reduced 32.59%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
1,800
shares
|
$191,070
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
1,800
shares
|
$191,070
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,781
shares
|
$189,053
0.03% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
1,777
shares
|
$188,628
0.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,773
shares
|
$188,203
0.02% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,766
shares
|
$187,460
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,760
shares
|
$186,824
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,752
shares
|
$185,974
0.0% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,747
shares
|
$185,444
0.02% of portfolio
|
Q4 2023
Added 2.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,738
shares
|
$184,488
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
1,713
shares
|
$181,834
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,708
shares
|
$181,304
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,705
shares
|
$180,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
1,700
shares
|
$180,455
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,696
shares
|
$180,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,691
shares
|
$179,499
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,673
shares
|
$177,588
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,639
shares
|
$173,979
0.09% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
1,636
shares
|
$173,661
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,623
shares
|
$172,281
0.02% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,600
shares
|
$169,840
0.08% of portfolio
|
Q3 2024
Reduced 13.51%
|