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 |
|---|---|---|---|---|---|
| Creative Planning | 3,828 | $212.0K | 0.00% | −100−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $208.0K | 0.08% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,716 | $205.0K | 0.01% | −558−13.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,700 | $205.0K | 0.06% | +250+7.2% | Added |
| Scotia Capital Inc. | 3,693 | $204.0K | 0.00% | +149+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,651 | $202.0K | 0.04% | +3,651 | New |
| Commerce Bank | 3,636 | $201.0K | 0.00% | +3,636 | New |
| Berman Capital Advisors, LLC | 3,468 | $191.0K | 0.03% | −457−11.6% | Reduced |
| KBC Group NV | 3,051 | $169.0K | 0.00% | −7,421−70.9% | Reduced |
| TD Private Client Wealth LLC | 2,749 | $152.0K | 0.01% | −60−2.1% | Reduced |
| Selective Wealth Management, Inc. | 2,700 | $149.0K | 0.08% | +1,500+125.0% | Added |
| NEXT Financial Group, Inc | 2,189 | $121.0K | 0.01% | +10.0% | Added |
| Altshuler Shaham Ltd | 2,075 | $115.0K | 0.00% | +1,131+119.8% | Added |
| Toronto Dominion Bank | 2,000 | $111.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,992 | $110.0K | 0.00% | +462+30.2% | Added |
| Harbour Investments, Inc. | 1,829 | $101.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,791 | $99.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,760 | $97.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,576 | $87.0K | 0.06% | −895−36.2% | Reduced |
| Exane Derivatives | 1,545 | $85.4K | 0.02% | +32+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $72.0K | 0.00% | −1,300−50.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 1,295 | $71.6K | 0.01% | +770+146.7% | Added |
| Simplex Trading, LLC | 1,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,215 | $67.0K | 0.00% | +322+36.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,200 | $66.0K | 0.00% | −182−13.2% | Reduced |
| 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 |
| Ancora Advisors, LLC | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 867 | $47.0K | 0.00% | −3,593−80.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $46.0K | 0.00% | +21+2.6% | Added |
| American Portfolios Advisors | 785 | $43.4K | 0.00% | −386−33.0% | Reduced |
| Signaturefd, LLC | 774 | $43.0K | 0.00% | +41+5.6% | Added |
| 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 |
| 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 |
| First Mercantile Trust Co | 692 | $38.0K | 0.01% | −38−5.2% | Reduced |
| Meeder Asset Management Inc | 659 | $36.0K | 0.00% | +5+0.8% | Added |
| Harvest Fund Management Co., Ltd | 620 | $34.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 600 | $33.0K | 0.01% | +600 | New |
| Ellevest, Inc. | 576 | $32.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Exchange Traded Concepts, LLC | 520 | $29.0K | 0.00% | +13+2.6% | Added |
| 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 |
| Koshinski Asset Management, Inc. | 482 | $26.6K | 0.00% | +482 | New |
| Sargent Bickham Lagudis LLC | 448 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 453 | $25.0K | 0.00% | +48+11.9% | Added |
| Spire Wealth Management | 435 | $24.0K | 0.00% | +200+85.1% | 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 |
| Sandy Spring Bank | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 400 | $22.0K | 0.01% | +5+1.3% | Added |
| Glassman Wealth Services | 386 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 316 | $19.0K | 0.00% | −245−43.7% | Reduced |
| BDO Wealth Advisors, LLC | 350 | $19.0K | 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 |
| Hudock, Inc. | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 448 | $15.0K | 0.02% | +448 | New |
| 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 |
| Lindbrook Capital, LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 200 | $11.1K | 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 |
| Atlas Capital Advisors LLC | 170 | $9.40K | 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 |
| Federation des caisses Desjardins du Quebec | 150 | $8.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallax Volatility Advisers, L.P. | 123 | $7.00K | 0.00% | +123 | New |
| Kowal Investment Group, LLC | 120 | $7.00K | 0.00% | +120 | New |
| 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 |
| Geneos Wealth Management Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 48 | $2.65K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 48 | $2.65K | 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 |