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 2022
Institutional positions in Toll Brothers, Inc. as of Sep 30, 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
- 382
- −6 vs. Q2 2022
- Shares held
- 94.8M
- −3.26M (−3.3%) vs. Q2 2022
- Total value
- $3.98B
- −$395.8M (−9.0%) vs. Q2 2022
- New holders
- 58
- 93 more added
- Sold out
- 64
- 161 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 10 | $0 | 0.00% | −5−33.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Abound Wealth Management | 10 | $420 | 0.00% | +10 | New |
| AlphaMark Advisors, LLC | 27 | $1.00K | 0.00% | −7,715−99.7% | Reduced |
| Coastal Capital Group, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $1.00K | 0.00% | +16+145.5% | Added |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +20 | New |
| Stonebridge Capital Advisors LLC | 24 | $1.00K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 26 | $1.00K | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Investors Research Corp | 16 | $1.00K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 33 | $1.39K | 0.00% | +16+94.1% | Added |
| Loomis Sayles & Co L P | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $2.00K | 0.00% | +20+105.3% | Added |
| Standard Family Office LLC | 57 | $2.00K | 0.00% | +57 | New |
| TSFG, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 82 | $3.00K | 0.00% | +1+1.2% | Added |
| Earnest Partners LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $3.00K | 0.00% | +78 | New |
| Global Retirement Partners, LLC | 100 | $4.00K | 0.00% | −445−81.7% | Reduced |
| Parkside Financial Bank & Trust | 80 | $4.00K | 0.00% | −287−78.2% | Reduced |
| Spire Wealth Management | 100 | $4.00K | 0.00% | −66−39.8% | Reduced |
| Zions Bancorporation, N.A. | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 104 | $4.37K | 0.00% | −170−62.0% | Reduced |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 108 | $5.00K | 0.00% | +16+17.4% | Added |
| Kozak & Associates, Inc. | 126 | $6.00K | 0.00% | +1+0.8% | Added |
| Ellevest, Inc. | 175 | $7.00K | 0.00% | +175 | New |
| 1832 Asset Management L.P. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $8.00K | 0.00% | −8−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 201 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 200 | $8.00K | 0.00% | +200 | New |
| FinTrust Capital Advisors, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 292 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 289 | $12.1K | 0.00% | +1+0.3% | Added |
| Central Trust Co | 320 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 345 | $14.0K | 0.00% | +173+100.6% | Added |
| Covington Capital Management | 366 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 350 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 386 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 370 | $16.0K | 0.00% | −8−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 386 | $16.0K | 0.00% | +51+15.2% | Added |
| Cambridge Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 400 | $17.5K | 0.00% | +181+82.6% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $18.9K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 448 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 474 | $20.0K | 0.00% | −290−38.0% | Reduced |
| Deseret Mutual Benefit Administrators | 545 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 548 | $23.0K | 0.00% | +2+0.4% | Added |
| Exchange Traded Concepts, LLC | 570 | $24.0K | 0.00% | +119+26.4% | Added |
| Massmutual Trust Co FSB | 600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 658 | $28.0K | 0.00% | +3+0.5% | Added |
| Meeder Asset Management Inc | 714 | $30.0K | 0.00% | −117−14.1% | Reduced |
| TCI Wealth Advisors, Inc. | 845 | $35.0K | 0.01% | −183−17.8% | Reduced |
| Signaturefd, LLC | 854 | $36.0K | 0.00% | −168−16.4% | Reduced |
| Lindbrook Capital, LLC | 917 | $39.0K | 0.01% | −45−4.7% | Reduced |
| Private Trust Co NA | 936 | $39.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,050 | $44.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,083 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,068 | $45.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,180 | $50.0K | 0.00% | −79,940−98.5% | Reduced |
| Simplex Trading, LLC | 1,200 | $50.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,197 | $50.0K | 0.00% | +1,197 | New |
| Ci Investments Inc. | 1,266 | $53.0K | 0.00% | −16−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,331 | $56.0K | 0.01% | +697+109.9% | Added |
| DuPont Capital Management Corp | 1,356 | $57.0K | 0.00% | +1,356 | New |
| Covestor Ltd | 1,588 | $67.0K | 0.06% | −169−9.6% | Reduced |
| Leonteq Securities AG | 1,760 | $73.9K | 0.00% | −54−3.0% | Reduced |
| Brown Brothers Harriman & Co | 1,816 | $76.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,837 | $77.0K | 0.02% | −6,936−79.1% | Reduced |
| IFP Advisors, Inc | 1,475 | $77.0K | 0.00% | +38+2.6% | Added |
| Harbour Investments, Inc. | 1,775 | $79.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,915 | $80.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,906 | $80.0K | 0.02% | +1,482+349.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,026 | $85.0K | 0.00% | −202−9.1% | Reduced |
| Toronto Dominion Bank | 2,051 | $86.0K | 0.00% | −12,949−86.3% | Reduced |
| Manchester Capital Management LLC | 2,081 | $87.0K | 0.02% | +2,081 | New |
| Global Trust Asset Management, LLC | 2,439 | $102.0K | 0.05% | −2,678−52.3% | Reduced |
| Altshuler Shaham Ltd | 2,603 | $109.0K | 0.00% | −301−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,091 | $129.0K | 0.00% | −81−2.6% | Reduced |
| SG Americas Securities, LLC | 3,853 | $162.0K | 0.00% | −142,351−97.4% | Reduced |
| HM Payson & Co | 3,860 | $162.0K | 0.00% | −2,000−34.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,000 | $168.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $172.0K | 0.00% | −487−10.6% | Reduced |
| Pinebridge Investments, L.P. | 4,140 | $174.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4,800 | $202.0K | 0.09% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 4,800 | $202.0K | 0.30% | −200−4.0% | Reduced |