Skip to main content

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, Q4 2021

Institutional positions in Toll Brothers, Inc. as of Dec 31, 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
455
+52 vs. Q3 2021
Shares held
103.8M
−1.10M (−1.1%) vs. Q3 2021
Total value
$7.51B
+$1.71B (+29.4%) vs. Q3 2021
New holders
102
146 more added
Sold out
50
135 more reduced

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 455 institutions
Q1 2021: 394 institutionsQ2 2021: 409 institutionsQ3 2021: 409 institutionsQ4 2021: 455 institutionsQ1 2022: 415 institutionsQ2 2022: 393 institutionsQ3 2022: 382 institutionsQ4 2022: 427 institutionsQ1 2023: 448 institutionsQ2 2023: 517 institutionsQ3 2023: 518 institutionsQ4 2023: 574 institutionsQ1 2024: 643 institutionsQ2 2024: 659 institutionsQ3 2024: 718 institutionsQ4 2024: 721 institutionsQ1 2025: 662 institutionsQ2 2025: 661 institutionsQ3 2025: 721 institutionsQ4 2025: 736 institutionsQ1 2026: 785 institutionsQ2 2026: 808 institutions
Value heldQ4 2021: $7.51B
Q1 2021: $6.23BQ2 2021: $6.20BQ3 2021: $5.81BQ4 2021: $7.51BQ1 2022: $4.68BQ2 2022: $4.38BQ3 2022: $3.98BQ4 2022: $5.09BQ1 2023: $6.00BQ2 2023: $7.93BQ3 2023: $7.45BQ4 2023: $9.83BQ1 2024: $12.0BQ2 2024: $10.3BQ3 2024: $13.7BQ4 2024: $11.1BQ1 2025: $9.48BQ2 2025: $10.0BQ3 2025: $11.7BQ4 2025: $11.5BQ1 2026: $11.4BQ2 2026: $14.2B
Institutions holding TOL and their total value by quarter
QuarterHoldersValue
Q2 2026808$14.2B
Q1 2026785$11.4B
Q4 2025736$11.5B
Q3 2025721$11.7B
Q2 2025661$10.0B
Q1 2025662$9.48B
Q4 2024721$11.1B
Q3 2024718$13.7B
Q2 2024659$10.3B
Q1 2024643$12.0B
Q4 2023574$9.83B
Q3 2023518$7.45B
Q2 2023517$7.93B
Q1 2023448$6.00B
Q4 2022427$5.09B
Q3 2022382$3.98B
Q2 2022393$4.38B
Q1 2022415$4.68B
Q4 2021455$7.51B
Q3 2021409$5.81B
Q2 2021409$6.20B
Q1 2021394$6.23B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2021.

Institutions holding TOL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc5$00.00%+5New
Sutton Wealth Advisors Inc.13$9410.00%+13New
ClariVest Asset Management LLC11$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.18$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC14$1.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.15$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$1.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC13$1.00K0.00%+13New
Edge Wealth Management LLC26$2.00K0.00%00.0%Unchanged
Umb Bank N A23$2.00K0.00%+23New
Schubert & Co23$2.00K0.00%+23New
Institutional & Family Asset Management, LLC46$3.00K0.00%00.0%Unchanged
TSFG, LLC40$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC37$3.00K0.00%+37New
Confluence Wealth Services, Inc.50$3.00K0.00%+50New
Raffa Wealth Management, LLC48$3.48K0.00%00.0%Unchanged
Delta Asset Management LLC60$4.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.50$4.00K0.00%00.0%Unchanged
Lake Point Wealth Management50$4.00K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.66$4.00K0.00%+66New
Earnest Partners LLC64$5.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC75$5.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc72$5.00K0.00%+72New
Kozak & Associates, Inc.125$6.00K0.00%+1+0.8%Added
NVWM, LLC100$6.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.77$6.00K0.00%00.0%Unchanged
JJJ Advisors Inc.100$7.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.100$7.00K0.00%00.0%Unchanged
Vestcor Inc91$7.00K0.00%+91New
Eagle Bay Advisors LLC95$7.00K0.00%+95New
Tyler-Stone Wealth Management100$7.00K0.00%+100New
TD Waterhouse Canada Inc.100$7.13K0.00%+100New
Zions Bancorporation, N.A.104$8.00K0.00%−41−28.3%Reduced
Smithfield Trust Co110$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.109$8.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.116$8.00K0.00%+64+123.1%Added
Allworth Financial LP118$9.00K0.00%−196−62.4%Reduced
CWM, LLC126$9.00K0.00%+126New
Federation des caisses Desjardins du Quebec150$10.9K0.00%00.0%Unchanged
Benjamin Edwards Inc151$11.0K0.00%+151New
Atlas Capital Advisors LLC170$12.3K0.00%00.0%Unchanged
1832 Asset Management L.P.200$14.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC200$14.0K0.00%00.0%Unchanged
CVA Family Office, LLC200$14.0K0.00%+200New
Prestige Wealth Management Group LLC208$15.0K0.00%00.0%Unchanged
Leonteq Securities AG229$16.6K0.00%−4,253−94.9%Reduced
FinTrust Capital Advisors, LLC250$18.0K0.00%+250New
Hudock, Inc.304$22.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC317$23.0K0.00%−233−42.4%Reduced
Larson Financial Group LLC329$24.0K0.00%+168+104.3%Added
BDO Wealth Advisors, LLC350$25.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC355$26.0K0.00%−165−31.7%Reduced
Parkside Financial Bank & Trust371$27.0K0.01%−29−7.2%Reduced
Cowen and Company, LLC378$27.0K0.00%+378New
Glassman Wealth Services386$28.0K0.01%00.0%Unchanged
Sandy Spring Bank400$29.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC400$29.0K0.00%+400New
Ellis Investment Partners, LLC421$30.0K0.01%+1+0.2%Added
Signet Financial Management, LLC425$31.0K0.00%+425New
Sargent Bickham Lagudis LLC448$32.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC475$34.0K0.01%+250+111.1%Added
Spire Wealth Management489$35.0K0.00%+54+12.4%Added
Allspring Global Investments Holdings, LLC555$40.0K0.00%+555New
Fifth Third Bancorp581$42.0K0.00%+83+16.7%Added
James Investment Research Inc592$43.0K0.00%+592New
Parallel Advisors, LLC651$47.0K0.00%+198+43.7%Added
Cambridge Trust Co658$48.0K0.00%+658New
Covestor Ltd678$49.0K0.07%+678New
Fieldpoint Private Securities, LLC725$52.0K0.01%+5+0.7%Added
Signaturefd, LLC753$55.0K0.00%−21−2.7%Reduced
Brewin Dolphin Wealth Management Ltd770$56.0K0.01%−525−40.5%Reduced
American Portfolios Advisors786$56.9K0.00%+1+0.1%Added
Washington Trust Advisors, Inc.800$58.0K0.00%+800New
State of Wyoming870$63.0K0.03%−706−44.8%Reduced
Global Wealth Management Investment Advisory, Inc.950$69.0K0.02%−2,750−74.3%Reduced
Ancora Advisors, LLC1,000$72.0K0.00%00.0%Unchanged
Huntington National Bank1,016$74.0K0.00%−199−16.4%Reduced
Steward Partners Investment Advisory, LLC1,032$75.0K0.00%+207+25.1%Added
Salem Investment Counselors Inc1,083$78.0K0.00%+833+333.2%Added
Lazard Asset Management LLC1,097$79.0K0.00%+1,097New
Healthcare of Ontario Pension Plan Trust Fund1,120$81.0K0.00%+1,120New
Kayne Anderson Rudnick Investment Management LLC1,300$94.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,405$102.0K0.00%+235+20.1%Added
Newbridge Financial Services Group, Inc.1,675$121.0K0.06%+1,175+235.0%Added
Harbour Investments, Inc.1,773$128.0K0.01%−56−3.1%Reduced
Hoey Investments, Inc1,791$130.0K0.03%00.0%Unchanged
Brown Brothers Harriman & Co1,816$131.0K0.00%+1,400+336.5%Added
National Bank of Canada1,917$139.0K0.00%+1,917New
Toronto Dominion Bank2,000$145.0K0.00%00.0%Unchanged
Ci Investments Inc.2,312$167.0K0.00%−4,954−68.2%Reduced
Snowden Capital Advisors LLC2,318$167.0K0.01%+2,318New
TD Private Client Wealth LLC2,566$185.8K0.01%−183−6.7%Reduced
Harvest Fund Management Co., Ltd2,677$192.0K0.03%+2,057+331.8%Added
Selective Wealth Management, Inc.2,700$195.0K0.08%00.0%Unchanged
Jmac Enterprises LLC3,657$203.0K0.05%+3,657New
Simplex Trading, LLC2,882$208.0K0.01%+1,682+140.2%Added
Brookstone Capital Management3,299$216.0K0.00%+3,299New
Gamco Investors, Inc. Et Al3,000$217.0K0.00%+3,000New
ARS Wealth Advisors Group, LLC3,000$217.0K0.04%+3,000New