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 2022
Institutional positions in Toll Brothers, Inc. as of Dec 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
- 427
- +51 vs. Q3 2022
- Shares held
- 102.6M
- +8.11M (+8.6%) vs. Q3 2022
- Total value
- $5.09B
- +$1.12B (+28.2%) vs. Q3 2022
- New holders
- 91
- 130 more added
- Sold out
- 40
- 141 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $300 | 0.00% | +6 | New |
| Carmichael Hill & Associates, Inc. | 9 | $449 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $500 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $649 | 0.00% | +13 | New |
| Investors Research Corp | 16 | $799 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 23 | $966 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $998 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $998 | 0.00% | +16+400.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 24 | $1.20K | 0.00% | +24 | New |
| Sound Income Strategies, LLC | 29 | $1.45K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $1.45K | 0.00% | +19+190.0% | Added |
| Disciplined Investments, LLC | 32 | $1.60K | 0.00% | +32 | New |
| Sutton Wealth Advisors Inc. | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $2.15K | 0.00% | +43 | New |
| Lee Financial Co | 45 | $2.25K | 0.00% | +45 | New |
| AlphaMark Advisors, LLC | 55 | $3.00K | 0.00% | +28+103.7% | Added |
| Earnest Partners LLC | 64 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $3.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $3.69K | 0.00% | −6−7.5% | Reduced |
| HHM Wealth Advisors, LLC | 75 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 80 | $3.99K | 0.00% | −2−2.4% | Reduced |
| TSFG, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 66 | $4.00K | 0.00% | +39+144.4% | Added |
| Nomura Holdings Inc | 86 | $4.00K | 0.00% | +86 | New |
| Trustcore Financial Services, LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 100 | $4.99K | 0.00% | +61+156.4% | Added |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $5.04K | 0.00% | −100−49.8% | Reduced |
| Atlas Capital Advisors LLC | 104 | $5.19K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $5.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $5.29K | 0.00% | +6+6.0% | Added |
| JFS Wealth Advisors, LLC | 110 | $5.49K | 0.00% | +32+41.0% | Added |
| Kozak & Associates, Inc. | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 120 | $6.00K | 0.00% | +20+20.0% | Added |
| Allworth Financial LP | 125 | $6.23K | 0.00% | +3+2.5% | Added |
| CVA Family Office, LLC | 125 | $6.24K | 0.00% | +125 | New |
| Elequin Capital LP | 138 | $6.89K | 0.00% | +138 | New |
| Allspring Global Investments Holdings, LLC | 164 | $8.19K | 0.00% | −6,560−97.6% | Reduced |
| Quarry LP | 182 | $9.09K | 0.01% | +182 | New |
| Leelyn Smith, LLC | 200 | $9.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $10.7K | 0.00% | +215 | New |
| Ellevest, Inc. | 236 | $11.8K | 0.00% | +61+34.9% | Added |
| FinTrust Capital Advisors, LLC | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 257 | $12.8K | 0.00% | +57+28.5% | Added |
| Advisors Preferred, LLC | 284 | $14.4K | 0.01% | +284 | New |
| Central Trust Co | 320 | $16.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 335 | $16.7K | 0.00% | +335 | New |
| BDO Wealth Advisors, LLC | 350 | $17.5K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 350 | $17.5K | 0.00% | +350 | New |
| Steward Partners Investment Advisory, LLC | 370 | $18.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 386 | $19.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 386 | $19.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 506 | $21.0K | 0.00% | +398+368.5% | Added |
| Sargent Bickham Lagudis LLC | 448 | $22.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 450 | $22.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 483 | $24.0K | 0.00% | +138+40.0% | Added |
| Deseret Mutual Benefit Administrators | 500 | $25.0K | 0.01% | −45−8.3% | Reduced |
| IFP Advisors, Inc | 215 | $25.0K | 0.00% | −1,260−85.4% | Reduced |
| Fifth Third Bancorp | 501 | $25.0K | 0.00% | +27+5.7% | Added |
| Thompson Siegel & Walmsley LLC | 519 | $26.0K | 0.00% | −236,920−99.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 551 | $27.5K | 0.00% | +3+0.5% | Added |
| Ci Investments Inc. | 590 | $29.0K | 0.00% | −676−53.4% | Reduced |
| Parallel Advisors, LLC | 603 | $30.1K | 0.00% | −55−8.4% | Reduced |
| Massmutual Trust Co FSB | 617 | $31.0K | 0.00% | +17+2.8% | Added |
| TCI Wealth Advisors, Inc. | 635 | $31.7K | 0.00% | −210−24.9% | Reduced |
| Farther Finance Advisors, LLC | 712 | $35.5K | 0.01% | +712 | New |
| Glassy Mountain Advisors, Inc. | 750 | $37.4K | 0.02% | +750 | New |
| GWM Advisors LLC | 1,102 | $37.5K | 0.00% | +1,102 | New |
| Signaturefd, LLC | 752 | $37.5K | 0.00% | −102−11.9% | Reduced |
| National Bank of Canada | 780 | $38.9K | 0.00% | −400−33.9% | Reduced |
| Quadrant Capital Group LLC | 816 | $40.7K | 0.00% | −515−38.7% | Reduced |
| Private Trust Co NA | 936 | $47.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 950 | $47.4K | 0.01% | +33+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 980 | $48.9K | 0.00% | +980 | New |
| Accurate Wealth Management, LLC | 921 | $49.7K | 0.02% | +921 | New |
| ICA Group Wealth Management, LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
| Nomura Asset Management Co Ltd | 1,050 | $52.4K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,059 | $52.9K | 0.03% | −1,380−56.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,068 | $53.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,093 | $54.6K | 0.00% | +10+0.9% | Added |
| Simplex Trading, LLC | 1,200 | $59.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $64.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,400 | $69.9K | 0.00% | −416−22.9% | Reduced |
| Leonteq Securities AG | 1,413 | $70.5K | 0.00% | −347−19.7% | Reduced |
| Chiron Investment Management, LLC | 1,548 | $77.3K | 0.02% | −269,698−99.4% | Reduced |
| Point72 Asset Management, L.P. | 1,600 | $79.9K | 0.00% | +1,600 | New |
| Quent Capital, LLC | 1,764 | $88.1K | 0.02% | −73−4.0% | Reduced |
| Harbour Investments, Inc. | 1,790 | $89.4K | 0.01% | +15+0.8% | Added |
| Exchange Traded Concepts, LLC | 1,815 | $90.6K | 0.00% | +1,245+218.4% | Added |
| Globeflex Capital L P | 1,915 | $95.6K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,055 | $101.0K | 0.00% | −1,036−33.5% | Reduced |
| Toronto Dominion Bank | 2,051 | $103.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,067 | $103.0K | 0.08% | +479+30.2% | Added |
| Manchester Capital Management LLC | 2,081 | $103.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,351 | $117.4K | 0.00% | +2,351 | New |
| Northwestern Mutual Wealth Management Co | 2,368 | $118.2K | 0.00% | +342+16.9% | Added |