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 822 institutions that hold shares in the stock, with a total of 83.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
1,662
shares
|
$216,625
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,649
shares
|
$214,930
0.01% of portfolio
|
Q3 2025
Reduced 32.67%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,646
shares
|
$214,539
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,645
shares
|
$214,409
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,644
shares
|
$214,278
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,633
shares
|
$212,845
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,602
shares
|
$208,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
1,561
shares
|
$203,460
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,554
shares
|
$202,548
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,547
shares
|
$201,635
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,507
shares
|
$196,422
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$195,510
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$195,510
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
1,482
shares
|
$193,163
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
1,471
shares
|
$191,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
1,461
shares
|
$190,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,455
shares
|
$189,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,446
shares
|
$188,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,391
shares
|
$181,302
0.0% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,373
shares
|
$178,956
0.01% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,348
shares
|
$175,698
0.06% of portfolio
|
Q2 2023
Reduced 0.22%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
1,220
shares
|
$159,014
0.18% of portfolio
|
Q3 2023
Added 103.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,210
shares
|
$157,711
0.05% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,197
shares
|
$156,016
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
1,175
shares
|
$153,149
0.03% of portfolio
|
Q2 2024
New holding
|
|