Toll Brothers, Inc. (TOL) — Institutional Holders, Q2 2026 (page 8)
809 institutional investment managers reported a TOL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 701 to 800. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TOL 13F holders ranked 701–800 of 809
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Union Bankshares#701 · 100 sh | 100 | $16.5K | <0.01% | 0.0% |
| 702 | Investors Research#702 · 93 sh | 93 | $15.3K | — | 0.0% |
| 703 | JPL Wealth Management#703 · 91 sh | 91 | $15.0K | <0.01% | -5.2% |
| 704 | SWAN Capital#704 · 90 sh | 90 | $14.8K | <0.01% | 0.0% |
| 705 | FARMERS & MERCHANTS INVESTMENTS#705 · 87 sh | 87 | $14.3K | — | 0.0% |
| 706 | HUNTINGTON NATIONAL BANK#706 · 81 sh | 81 | $13.3K | <0.01% | +76.1% |
| 707 | Persistent Asset Partners Ltd#707 · 80 sh | 80 | $13.2K | <0.01% | New |
| 708 | HHM Wealth Advisors#708 · 75 sh | 75 | $12.4K | <0.01% | 0.0% |
| 709 | Prestige Wealth Management Group#709 · 71 sh | 71 | $11.7K | <0.01% | +4.4% |
| 710 | Steigerwald, Gordon & Koch#710 · 70 sh | 70 | $11.6K | <0.01% | 0.0% |
| 711 | COUNTRY BANK#711 · 70 sh | 70 | $11.5K | <0.01% | 0.0% |
| 712 | Cedar Mountain Advisors#712 · 67 sh | 67 | $11.0K | — | 0.0% |
| 713 | James T. Borello RIA#713 · 66 sh | 66 | $10.9K | — | +175.0% |
| 714 | HIGHLINE WEALTH PARTNERS#714 · 64 sh | 64 | $10.5K | — | +1500.0% |
| 715 | Dogwood Wealth Management#715 · 63 sh | 63 | $10.4K | <0.01% | 0.0% |
| 716 | BROWN BROTHERS HARRIMAN#716 · 62 sh | 62 | $10.2K | 0.00% | -98.2% |
| 717 | KELLEHER FINANCIAL ADVISORS#717 · 57 sh | 57 | $9.4K | <0.01% | New |
| 718 | LGT Financial Advisors#718 · 55 sh | 55 | $9.0K | 0.05% | 0.0% |
| 719 | Hughes Financial Services#719 · 53 sh | 53 | $8.7K | <0.01% | +6.0% |
| 720 | Bogart Wealth#720 · 52 sh | 52 | $8.6K | <0.01% | +8.3% |
| 721 | MARK SHEPTOFF FINANCIAL PLANNING#721 · 50 sh | 50 | $8.2K | <0.01% | 0.0% |
| 722 | Capital Analysts#722 · 54 sh | 54 | $8.0K | <0.01% | 0.0% |
| 723 | Avion Wealth#723 · 50 sh | 50 | $8.0K | <0.01% | +8.7% |
| 724 | GHP Investment Advisors#724 · 48 sh | 48 | $7.9K | — | 0.0% |
| 725 | Bare Financial Services#725 · 48 sh | 48 | $7.9K | <0.01% | +54.8% |
| 726 | High Note Wealth#726 · 46 sh | 46 | $7.6K | <0.01% | 0.0% |
| 727 | Anchor Investment Management#727 · 45 sh | 45 | $7.5K | <0.01% | 0.0% |
| 728 | TrueNorth#728 · 44 sh | 44 | $7.2K | <0.01% | +57.1% |
| 729 | Keating Financial Advisory Services#729 · 44 sh | 44 | $7.2K | <0.01% | -6.4% |
| 730 | Rialto Wealth Management#730 · 43 sh | 43 | $7.1K | <0.01% | +59.3% |
| 731 | ZRC WEALTH MANAGEMENT#731 · 40 sh | 40 | $6.6K | — | +73.9% |
| 732 | Clearstead#732 · 39 sh | 39 | $6.4K | <0.01% | -36.1% |
| 733 | Wealth Enhancement Services#733 · 39 sh | 39 | $6.4K | — | +11.4% |
| 734 | Bruce G. Allen Investments#734 · 38 sh | 38 | $6.3K | <0.01% | 0.0% |
| 735 | Retirement Wealth Solutions#735 · 38 sh | 38 | $6.3K | — | -11.6% |
| 736 | Pinnacle Wealth Planning Services#736 · 37 sh | 37 | $6.1K | <0.01% | +2.8% |
| 737 | Bay Harbor Wealth Management#737 · 37 sh | 37 | $6.1K | <0.01% | +76.2% |
| 738 | HAZLETT, BURT & WATSON#738 · 35 sh | 35 | $6.0K | <0.01% | 0.0% |
| 739 | Raleigh Capital Management#739 · 36 sh | 36 | $5.9K | <0.01% | New |
| 740 | Transamerica Financial Advisors#740 · 35 sh | 35 | $5.8K | <0.01% | -7.9% |
| 741 | Crews Bank#741 · 35 sh | 35 | $5.8K | <0.01% | 0.0% |
| 742 | Cromwell#742 · 31 sh | 31 | $5.1K | <0.01% | +93.8% |
| 743 | Creative Capital Management Investments#743 · 31 sh | 31 | $5.1K | <0.01% | New |
| 744 | REAP Financial Group#744 · 31 sh | 31 | $5.0K | <0.01% | +3.3% |
| 745 | GABLES CAPITAL MANAGEMENT#745 · 29 sh | 29 | $4.8K | <0.01% | 0.0% |
| 746 | Cape Investment Advisory#746 · 29 sh | 29 | $4.8K | — | New |
| 747 | Dunhill Financial#747 · 27 sh | 27 | $4.5K | <0.01% | 0.0% |
| 748 | Bell Investment Advisors#748 · 27 sh | 27 | $4.4K | <0.01% | 0.0% |
| 749 | Darwin Wealth Management#749 · 22 sh | 22 | $3.7K | <0.01% | +4.8% |
| 750 | Peterson Wealth Services#750 · 22 sh | 22 | $3.6K | — | New |
| 751 | Cornerstone Planning Group#751 · 24 sh | 24 | $3.6K | — | 0.0% |
| 752 | Valued Wealth Advisors#752 · 21 sh | 21 | $3.5K | <0.01% | 0.0% |
| 753 | Sachetta#753 · 21 sh | 21 | $3.5K | <0.01% | -50.0% |
| 754 | Signature Equity Partners#754 · 20 sh | 20 | $3.3K | <0.01% | +5.3% |
| 755 | Three Bearings Fiduciary Advisors#755 · 19 sh | 19 | $3.1K | <0.01% | 0.0% |
| 756 | William B. Walkup & Associates#756 · 19 sh | 19 | $3.1K | <0.01% | New |
| 757 | Richard W. Paul & Associates#757 · 18 sh | 18 | $3.0K | <0.01% | New |
| 758 | MANNING & NAPIER ADVISORS#758 · 17 sh | 17 | $2.8K | 0.00% | New |
| 759 | Lloyd Advisory Services#759 · 17 sh | 17 | $2.8K | <0.01% | New |
| 760 | HFM Investment Advisors#760 · 17 sh | 17 | $2.8K | <0.01% | +112.5% |
| 761 | Gen-Wealth Partners#761 · 15 sh | 15 | $2.5K | <0.01% | 0.0% |
| 762 | IAG Wealth Partners#762 · 15 sh | 15 | $2.5K | <0.01% | 0.0% |
| 763 | WealthCollab#763 · 14 sh | 14 | $2.3K | <0.01% | +55.6% |
| 764 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#764 · 14 sh | 14 | $2.2K | <0.01% | -74.1% |
| 765 | Ronald Blue#765 · 13 sh | 13 | $2.1K | — | +30.0% |
| 766 | Silicon Valley Capital Partners#766 · 13 sh | 13 | $2.1K | <0.01% | 0.0% |
| 767 | Cornerstone Financial Management#767 · 12 sh | 12 | $2.0K | <0.01% | 0.0% |
| 768 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#768 · 11 sh | 11 | $1.9K | 0.00% | 0.0% |
| 769 | Kilter Group#769 · 11 sh | 11 | $1.8K | <0.01% | 0.0% |
| 770 | Stone House Investment Management#770 · 11 sh | 11 | $1.8K | — | 0.0% |
| 771 | Sunrise Financial Services#771 · 11 sh | 11 | $1.8K | — | 0.0% |
| 772 | Planning Strategies#772 · 11 sh | 11 | $1.8K | — | — |
| 773 | Lodestone Wealth Management#773 · 10 sh | 10 | $1.7K | — | 0.0% |
| 774 | HighMark Wealth Management#774 · 10 sh | 10 | $1.7K | <0.01% | 0.0% |
| 775 | Financial Management Professionals#775 · 10 sh | 10 | $1.6K | — | 0.0% |
| 776 | Game Plan Financial Advisors#776 · 10 sh | 10 | $1.6K | <0.01% | New |
| 777 | Abound Wealth Management#777 · 10 sh | 10 | $1.6K | — | 0.0% |
| 778 | AdvisorNet Financial#778 · 9 sh | 9 | $1.5K | — | +12.5% |
| 779 | Financial Network Wealth Advisors#779 · 9 sh | 9 | $1.5K | <0.01% | +50.0% |
| 780 | LRI Investments#780 · 9 sh | 9 | $1.5K | <0.01% | New |
| 781 | Ares Financial Consulting#781 · 9 sh | 9 | $1.5K | — | 0.0% |
| 782 | Beaird Harris Wealth Management#782 · 7 sh | 7 | $1.2K | <0.01% | 0.0% |
| 783 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#783 · 7 sh | 7 | $1.2K | <0.01% | +16.7% |
| 784 | RAFFA WEALTH MANAGEMENT#784 · 7 sh | 7 | $1.2K | <0.01% | New |
| 785 | Capital Advisors, Ltd.#785 · 5 sh | 5 | $1.0K | <0.01% | 0.0% |
| 786 | American Capital Advisory#786 · 6 sh | 6 | $989.00 | <0.01% | +50.0% |
| 787 | Barnes Dennig Private Wealth Management#787 · 6 sh | 6 | $989.00 | <0.01% | New |
| 788 | MV CAPITAL MANAGEMENT#788 · 5 sh | 5 | $824.00 | <0.01% | 0.0% |
| 789 | Quaker Wealth Management#789 · 5 sh | 5 | $824.00 | — | 0.0% |
| 790 | Nemes Rush Group#790 · 5 sh | 5 | $824.00 | <0.01% | 0.0% |
| 791 | FINANCIAL CONSULATE#791 · 4 sh | 4 | $659.00 | — | -55.6% |
| 792 | CoreCap Advisors#792 · 4 sh | 4 | $659.00 | — | -20.0% |
| 793 | 1015 Capital Partners#793 · 4 sh | 4 | $659.00 | <0.01% | 0.0% |
| 794 | DecisionPoint Financial#794 · 4 sh | 4 | $630.00 | <0.01% | New |
| 795 | USA FINANCIAL FORMULAS#795 · 3 sh | 3 | $494.00 | <0.01% | — |
| 796 | Halbert, Hargrove/Russell#796 · 2 sh | 2 | $389.00 | — | New |
| 797 | MOTCO#797 · 2 sh | 2 | $330.00 | 0.00% | New |
| 798 | Seneschal Advisors#798 · 2 sh | 2 | $330.00 | <0.01% | 0.0% |
| 799 | TOUNJIAN ADVISORY PARTNERS#799 · 2 sh | 2 | $330.00 | <0.01% | New |
| 800 | Plante Moran Financial Advisors#800 · 1 sh | 1 | $165.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.