Toll Brothers, Inc.
TOL- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0000794170
In the last 90 days, Toll Brothers, Inc. insiders filed 0 open-market purchases and 1 sale; 808 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Greenhaven Associates and Viking Global Investors hold it.
13F holders, Q3 2021
Institutional positions in Toll Brothers, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 409
- +4 vs. Q2 2021
- Shares held
- 105.0M
- −1.26M (−1.2%) vs. Q2 2021
- Total value
- $5.81B
- −$335.5M (−5.5%) vs. Q2 2021
- New holders
- 51
- 142 more added
- Sold out
- 47
- 131 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 808 | $14.2B |
| Q1 2026 | 785 | $11.4B |
| Q4 2025 | 736 | $11.5B |
| Q3 2025 | 721 | $11.7B |
| Q2 2025 | 661 | $10.0B |
| Q1 2025 | 662 | $9.48B |
| Q4 2024 | 721 | $11.1B |
| Q3 2024 | 718 | $13.7B |
| Q2 2024 | 659 | $10.3B |
| Q1 2024 | 643 | $12.0B |
| Q4 2023 | 574 | $9.83B |
| Q3 2023 | 518 | $7.45B |
| Q2 2023 | 517 | $7.93B |
| Q1 2023 | 448 | $6.00B |
| Q4 2022 | 427 | $5.09B |
| Q3 2022 | 382 | $3.98B |
| Q2 2022 | 393 | $4.38B |
| Q1 2022 | 415 | $4.68B |
| Q4 2021 | 455 | $7.51B |
| Q3 2021 | 409 | $5.81B |
| Q2 2021 | 409 | $6.20B |
| Q1 2021 | 394 | $6.23B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 5 | $0 | 0.00% | +5 | New |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 17 | $1.00K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | −505−92.7% | Reduced |
| Rockefeller Capital Management L.P. | 52 | $2.00K | 0.00% | −158−75.2% | Reduced |
| Red Tortoise LLC | 43 | $2.00K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 48 | $2.65K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 48 | $2.65K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Earnest Partners LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 123 | $7.00K | 0.00% | +123 | New |
| Kowal Investment Group, LLC | 120 | $7.00K | 0.00% | +120 | New |
| Plante Moran Financial Advisors, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 145 | $8.00K | 0.00% | +41+39.4% | Added |
| Kozak & Associates, Inc. | 124 | $8.00K | 0.00% | +124 | New |
| Federation des caisses Desjardins du Quebec | 150 | $8.29K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 161 | $9.00K | 0.00% | +161 | New |
| Atlas Capital Advisors LLC | 170 | $9.40K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 208 | $11.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 200 | $11.0K | 0.00% | +200 | New |
| Pinnacle Holdings, LLC | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 250 | $14.0K | 0.00% | −150−37.5% | Reduced |
| Arkadios Wealth Advisors | 253 | $14.0K | 0.00% | +1+0.4% | Added |
| Neo Ivy Capital Management | 448 | $15.0K | 0.02% | +448 | New |
| Hudock, Inc. | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 314 | $17.0K | 0.00% | +197+168.4% | Added |
| IFP Advisors, Inc | 316 | $19.0K | 0.00% | −245−43.7% | Reduced |
| BDO Wealth Advisors, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 386 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $22.0K | 0.01% | +5+1.3% | Added |
| Brown Brothers Harriman & Co | 416 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 420 | $23.0K | 0.01% | +1+0.2% | Added |
| Spire Wealth Management | 435 | $24.0K | 0.00% | +200+85.1% | Added |
| Sargent Bickham Lagudis LLC | 448 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 453 | $25.0K | 0.00% | +48+11.9% | Added |
| Koshinski Asset Management, Inc. | 482 | $26.6K | 0.00% | +482 | New |
| Investors Research Corp | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 498 | $28.0K | 0.00% | +162+48.2% | Added |
| Exchange Traded Concepts, LLC | 520 | $29.0K | 0.00% | +13+2.6% | Added |
| Global Retirement Partners, LLC | 550 | $30.0K | 0.00% | −215−28.1% | Reduced |
| Quadrant Capital Group LLC | 550 | $30.0K | 0.00% | +184+50.3% | Added |
| Ellevest, Inc. | 576 | $32.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 600 | $33.0K | 0.01% | +600 | New |
| Harvest Fund Management Co., Ltd | 620 | $34.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 659 | $36.0K | 0.00% | +5+0.8% | Added |
| First Mercantile Trust Co | 692 | $38.0K | 0.01% | −38−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 702 | $39.0K | 0.00% | −3,048−81.3% | Reduced |
| Dark Forest Capital Management LP | 701 | $39.0K | 0.01% | −1,735−71.2% | Reduced |
| Deseret Mutual Benefit Administrators | 729 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 720 | $40.0K | 0.01% | +40+5.9% | Added |
| Signaturefd, LLC | 774 | $43.0K | 0.00% | +41+5.6% | Added |
| American Portfolios Advisors | 785 | $43.4K | 0.00% | −386−33.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $46.0K | 0.00% | +21+2.6% | Added |
| Cutler Group LP | 867 | $47.0K | 0.00% | −3,593−80.6% | Reduced |
| Ancora Advisors, LLC | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,152 | $64.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,170 | $64.0K | 0.00% | +230+24.5% | Added |
| CenterStar Asset Management, LLC | – | $64.0K | 0.05% | – | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,200 | $66.0K | 0.00% | −182−13.2% | Reduced |
| Huntington National Bank | 1,215 | $67.0K | 0.00% | +322+36.1% | Added |
| Simplex Trading, LLC | 1,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,295 | $71.6K | 0.01% | +770+146.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $72.0K | 0.00% | −1,300−50.0% | Reduced |
| Exane Derivatives | 1,545 | $85.4K | 0.02% | +32+2.1% | Added |
| State of Wyoming | 1,576 | $87.0K | 0.06% | −895−36.2% | Reduced |
| Jacobi Capital Management LLC | 1,760 | $97.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,791 | $99.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,829 | $101.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,992 | $110.0K | 0.00% | +462+30.2% | Added |
| Toronto Dominion Bank | 2,000 | $111.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,075 | $115.0K | 0.00% | +1,131+119.8% | Added |
| NEXT Financial Group, Inc | 2,189 | $121.0K | 0.01% | +10.0% | Added |
| Selective Wealth Management, Inc. | 2,700 | $149.0K | 0.08% | +1,500+125.0% | Added |
| TD Private Client Wealth LLC | 2,749 | $152.0K | 0.01% | −60−2.1% | Reduced |