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, Q1 2022
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2022. 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
- 415
- −34 vs. Q4 2021
- Shares held
- 99.5M
- −4.32M (−4.2%) vs. Q4 2021
- Total value
- $4.68B
- −$2.83B (−37.7%) vs. Q4 2021
- New holders
- 68
- 165 more added
- Sold out
- 102
- 124 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 10 | $0 | 0.00% | −990−99.0% | Reduced |
| Bessemer Group Inc | 5 | $0 | 0.00% | +5 | New |
| Carmichael Hill & Associates, Inc. | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| TCWP LLC | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 15 | $1.00K | 0.00% | −8−34.8% | Reduced |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 13 | $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 |
| Disciplined Investments, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 27 | $1.27K | 0.00% | −21−43.8% | Reduced |
| Lazard Asset Management LLC | 54 | $2.00K | 0.00% | −1,043−95.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $2.00K | 0.00% | +6+16.2% | Added |
| Financial Management Professionals, Inc. | 37 | $2.00K | 0.00% | +19+105.6% | Added |
| Cordant, Inc. | 42 | $2.00K | 0.00% | +42 | New |
| CVA Family Office, LLC | 65 | $3.00K | 0.00% | −135−67.5% | Reduced |
| Earnest Partners LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 77 | $4.00K | 0.00% | +31+67.4% | Added |
| TSFG, LLC | 82 | $4.00K | 0.00% | +42+105.0% | Added |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 107 | $5.00K | 0.00% | +7+7.0% | Added |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 138 | $6.00K | 0.00% | +138 | New |
| Raleigh Capital Management Inc. | 122 | $6.00K | 0.00% | +122 | New |
| Allworth Financial LP | 149 | $7.00K | 0.00% | +31+26.3% | Added |
| Atlas Capital Advisors LLC | 170 | $7.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 208 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 199 | $9.00K | 0.00% | +199 | New |
| GHP Investment Advisors, Inc. | 194 | $9.00K | 0.00% | +194 | New |
| Huntington National Bank | 245 | $12.0K | 0.00% | −771−75.9% | Reduced |
| FinTrust Capital Advisors, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 253 | $12.0K | 0.00% | +176+228.6% | Added |
| Prospera Financial Services Inc | 250 | $12.0K | 0.00% | +250 | New |
| Hudock, Inc. | 304 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 292 | $14.0K | 0.00% | +292 | New |
| CWM, LLC | 320 | $15.0K | 0.00% | +194+154.0% | Added |
| Central Trust Co | 320 | $15.0K | 0.00% | +320 | New |
| TD Waterhouse Canada Inc. | 330 | $15.8K | 0.00% | +230+230.0% | Added |
| BDO Wealth Advisors, LLC | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 330 | $16.0K | 0.00% | +1+0.3% | Added |
| Parkside Financial Bank & Trust | 376 | $18.0K | 0.00% | +5+1.3% | Added |
| Quadrant Capital Group LLC | 373 | $18.0K | 0.00% | +56+17.7% | Added |
| Cambridge Trust Co | 400 | $19.0K | 0.00% | −258−39.2% | Reduced |
| Ellis Investment Partners, LLC | 422 | $19.0K | 0.00% | +1+0.2% | Added |
| Sandy Spring Bank | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 420 | $20.0K | 0.00% | +34+8.8% | Added |
| Fifth Third Bancorp | 457 | $21.0K | 0.00% | −124−21.3% | Reduced |
| Spire Wealth Management | 447 | $21.0K | 0.00% | −42−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 450 | $21.2K | 0.00% | +300+200.0% | Added |
| Lindbrook Capital, LLC | 488 | $23.0K | 0.00% | +13+2.7% | Added |
| Sargent Bickham Lagudis LLC | 488 | $23.0K | 0.00% | +40+8.9% | Added |
| Global Retirement Partners, LLC | 556 | $25.0K | 0.00% | +556 | New |
| Selective Wealth Management, Inc. | 600 | $28.0K | 0.01% | −2,100−77.8% | Reduced |
| Massmutual Trust Co FSB | 600 | $28.0K | 0.00% | +600 | New |
| Herold Advisors, Inc. | 600 | $28.2K | 0.01% | +600 | New |
| Umb Bank N A | 693 | $32.0K | 0.00% | +670+2,913.0% | Added |
| Farmers & Merchants Investments Inc | 685 | $32.0K | 0.00% | +685 | New |
| Newbridge Financial Services Group, Inc. | 701 | $33.0K | 0.02% | −974−58.1% | Reduced |
| Fieldpoint Private Securities, LLC | 715 | $34.0K | 0.01% | −10−1.4% | Reduced |
| Meeder Asset Management Inc | 741 | $35.0K | 0.00% | +741 | New |
| Brewin Dolphin Wealth Management Ltd | 770 | $36.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 786 | $37.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 787 | $37.0K | 0.00% | +432+121.7% | Added |
| Washington Trust Advisors, Inc. | 800 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 828 | $41.0K | 0.00% | +177+27.2% | Added |
| Signaturefd, LLC | 884 | $42.0K | 0.00% | +131+17.4% | Added |
| Cullen/Frost Bankers, Inc. | 900 | $42.0K | 0.00% | +900 | New |
| Hoey Investments, Inc | 999 | $47.0K | 0.01% | −792−44.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,010 | $47.5K | 0.00% | +1,010 | New |
| TCI Wealth Advisors, Inc. | 1,034 | $49.0K | 0.01% | +925+848.6% | Added |
| Nomura Asset Management Co Ltd | 1,050 | $49.4K | 0.00% | +1,050 | New |
| Harvest Fund Management Co., Ltd | 1,068 | $50.0K | 0.01% | −1,609−60.1% | Reduced |
| Salem Investment Counselors Inc | 1,083 | $51.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,128 | $53.0K | 0.00% | +1,012+872.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,350 | $63.0K | 0.02% | +400+42.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,407 | $66.0K | 0.00% | +375+36.3% | Added |
| Simplex Trading, LLC | 1,500 | $70.0K | 0.00% | −1,382−48.0% | Reduced |
| Covestor Ltd | 1,495 | $70.0K | 0.05% | +817+120.5% | Added |
| Counterpoint Mutual Funds LLC | 1,774 | $83.0K | 0.06% | +1,774 | New |
| Globeflex Capital L P | 1,915 | $90.0K | 0.02% | +1,915 | New |
| Ci Investments Inc. | 1,936 | $91.0K | 0.00% | −376−16.3% | Reduced |
| IFP Advisors, Inc | 1,865 | $93.0K | 0.00% | −1,113−37.4% | Reduced |
| Brown Brothers Harriman & Co | 1,987 | $93.0K | 0.00% | +171+9.4% | Added |
| Toronto Dominion Bank | 2,000 | $94.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,501 | $117.0K | 0.00% | +1,096+78.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,490 | $117.0K | 0.00% | +1,935+348.6% | Added |
| Neo Ivy Capital Management | 2,840 | $134.0K | 0.12% | −1,548−35.3% | Reduced |
| Canada Pension Plan Investment Board | 3,267 | $154.0K | 0.00% | −36,290−91.7% | Reduced |