Institutional Ownership Toast, Inc. (TOST)
This table provides information about the institutional ownership of Toast, Inc. (TOST). We have compiled data on the 842 institutions that hold shares in the stock, with a total of 410 Million shares, which have been reported (via 13F filing form) to have a value of $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
9,071
shares
|
$325,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
8,977
shares
|
$322,274
0.03% of portfolio
|
Q4 2025
Reduced 9.13%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,829
shares
|
$316,961
0.23% of portfolio
|
Q3 2025
Reduced 34.79%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
8,783
shares
|
$315,309
0.11% of portfolio
|
Q4 2025
Added 39.41%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,548
shares
|
$306,873
0.05% of portfolio
|
Q4 2025
Added 12.46%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
8,291
shares
|
$297,646
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
8,232
shares
|
$295,528
0.0% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,201
shares
|
$294,415
0.01% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
8,200
shares
|
$294,380
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
Jan 20, 2026 Q4 2025 |
8,121
shares
|
$291,543
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,092
shares
|
$290,502
0.0% of portfolio
|
Q3 2025
Added 62.29%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
8,023
shares
|
$288,025
0.0% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
8,013
shares
|
$287,666
0.0% of portfolio
|
Q1 2025
Added 40.33%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$287,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
7,964
shares
|
$285,907
0.01% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,924
shares
|
$284,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,917
shares
|
$284,220
0.01% of portfolio
|
Q3 2025
Added 39.93%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,833
shares
|
$281,204
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,820
shares
|
$280,738
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
7,802
shares
|
$280,091
0.02% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,737
shares
|
$277,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
7,701
shares
|
$276,465
0.02% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
7,700
shares
|
$276,430
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
7,600
shares
|
$272,840
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
7,510
shares
|
$269,609
0.07% of portfolio
|
Q2 2025
Reduced 1.96%
|
|