TOL — Toll Brothers Inc Institutional Holders · Q3 2026
Who owns Toll Brothers Inc (TOL)? 22 institutions reported holding $5.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Byrne Asset Management LLC ($2.1M), Sacks & Associates, LLC ($1.0M), Wedmont Private Capital ($557,591).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Byrne Asset Management LLC | $2.1M | 15,067 | Added |
| 2 | SACKS & ASSOCIATES, LLC | $1.0M | 7,521 | Added |
| 3 | Wedmont Private Capital | $557,591 | 4,136 | Added |
| 4 | GAMMA Investing LLC | $523,234 | 3,883 | Added |
| 5 | Farther Finance Advisors, LLC | $360,356 | 2,674 | Added |
| 6 | Valeo Financial Advisors, LLC | $313,294 | 2,325 | Added |
| 7 | Hickory Point Bank & Trust | $309,386 | 2,296 | Added |
| 8 | Paragon Capital Management Ltd | $230,053 | 1,707 | Trimmed |
| 9 | Montecito Bank & Trust | $225,167 | 1,671 | Hold |
| 10 | Versant Capital Management, Inc | $202,125 | 1,500 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $35,978 | 267 | Trimmed |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $21,426 | 159 | Added |
| 13 | Investors Research Corp | $12,532 | 93 | Hold |
| 14 | GK Wealth Management LLC | $5,390 | 40 | New |
| 15 | Retirement Wealth Solutions LLC | $4,447 | 33 | Trimmed |
| 16 | Marquette Asset Management, LLC | $1,483 | 11 | New |
| 17 | Planning Strategies Inc. | $1,348 | 10 | Trimmed |
| 18 | CX Institutional | $1,000 | 7 | New |
| 19 | Polaris Financial Partners | $1,000 | 5 | New |
| 20 | TOTH FINANCIAL ADVISORY CORP | $809 | 6 | New |
| 21 | CoreCap Advisors, LLC | $539 | 4 | Hold |
| 22 | Wealth Enhancement Trust Services, Inc. | $539 | 4 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30