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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 5,547 | $276.9K | 0.01% | −4,594−45.3% | Reduced |
| Vident Investment Advisory, LLC | 5,512 | $275.2K | 0.01% | −41,191−88.2% | Reduced |
| Shelton Capital Management | 5,475 | $273.3K | 0.03% | −324−5.6% | Reduced |
| Virtu Financial LLC | 5,363 | $268.0K | 0.04% | +5,363 | New |
| Cannell Peter B & Co Inc | 5,350 | $267.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,178 | $258.5K | 0.01% | +78+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,134 | $256.3K | 0.00% | −2,561−33.3% | Reduced |
| Kestra Advisory Services, LLC | 5,108 | $255.0K | 0.00% | −1,804−26.1% | Reduced |
| Cutler Group LP | 5,087 | $253.0K | 0.03% | −1,289−20.2% | Reduced |
| CWM Advisors, LLC | 4,694 | $234.3K | 0.03% | −256−5.2% | Reduced |
| Capital Financial Services, LLC | 4,600 | $229.6K | 0.32% | −200−4.2% | Reduced |
| Diversified Trust Co | 4,588 | $229.0K | 0.01% | +4,588 | New |
| Profund Advisors LLC | 4,441 | $221.7K | 0.01% | +4,441 | New |
| Paragon Capital Management Ltd | 4,403 | $219.8K | 0.06% | +4,403 | New |
| Ritholtz Wealth Management | 4,364 | $217.9K | 0.01% | −2,170−33.2% | Reduced |
| US Bancorp | 4,315 | $215.4K | 0.00% | +212+5.2% | Added |
| Stifel Financial Corp | 4,289 | $214.1K | 0.00% | −925−17.7% | Reduced |
| Axq Capital, LP | 4,285 | $213.9K | 0.15% | +4,285 | New |
| Patten & Patten Inc | 4,270 | $213.0K | 0.02% | +4,270 | New |
| Veriti Management LLC | 4,150 | $207.2K | 0.03% | +4,150 | New |
| Captrust Financial Advisors | 4,097 | $204.5K | 0.00% | +4,097 | New |
| Key Financial Inc | 4,800 | $201.6K | 0.10% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 4,021 | $200.7K | 0.00% | +4,021 | New |
| Kistler-Tiffany Companies, LLC | 4,000 | $199.7K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 3,460 | $172.7K | 0.00% | −400−10.4% | Reduced |
| KBC Group NV | 2,904 | $145.0K | 0.00% | −4,640−61.5% | Reduced |
| Belpointe Asset Management LLC | 2,642 | $131.9K | 0.01% | +2,642 | New |
| Northwestern Mutual Wealth Management Co | 2,368 | $118.2K | 0.00% | +342+16.9% | Added |
| Advisory Services Network, LLC | 2,351 | $117.4K | 0.00% | +2,351 | New |
| Manchester Capital Management LLC | 2,081 | $103.9K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,051 | $103.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,067 | $103.0K | 0.08% | +479+30.2% | Added |
| Rockefeller Capital Management L.P. | 2,055 | $101.0K | 0.00% | −1,036−33.5% | Reduced |
| Globeflex Capital L P | 1,915 | $95.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,815 | $90.6K | 0.00% | +1,245+218.4% | Added |
| Harbour Investments, Inc. | 1,790 | $89.4K | 0.01% | +15+0.8% | Added |
| Quent Capital, LLC | 1,764 | $88.1K | 0.02% | −73−4.0% | Reduced |
| Point72 Asset Management, L.P. | 1,600 | $79.9K | 0.00% | +1,600 | New |
| Chiron Investment Management, LLC | 1,548 | $77.3K | 0.02% | −269,698−99.4% | Reduced |
| Leonteq Securities AG | 1,413 | $70.5K | 0.00% | −347−19.7% | Reduced |
| Brown Brothers Harriman & Co | 1,400 | $69.9K | 0.00% | −416−22.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,300 | $64.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,200 | $59.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,093 | $54.6K | 0.00% | +10+0.9% | Added |
| Harvest Fund Management Co., Ltd | 1,068 | $53.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,059 | $52.9K | 0.03% | −1,380−56.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $52.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
| Accurate Wealth Management, LLC | 921 | $49.7K | 0.02% | +921 | New |
| Cary Street Partner Investment Advisory LLC | 980 | $48.9K | 0.00% | +980 | New |
| Lindbrook Capital, LLC | 950 | $47.4K | 0.01% | +33+3.6% | Added |
| Private Trust Co NA | 936 | $47.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 816 | $40.7K | 0.00% | −515−38.7% | Reduced |
| National Bank of Canada | 780 | $38.9K | 0.00% | −400−33.9% | Reduced |
| Signaturefd, LLC | 752 | $37.5K | 0.00% | −102−11.9% | Reduced |
| GWM Advisors LLC | 1,102 | $37.5K | 0.00% | +1,102 | New |
| Glassy Mountain Advisors, Inc. | 750 | $37.4K | 0.02% | +750 | New |
| Farther Finance Advisors, LLC | 712 | $35.5K | 0.01% | +712 | New |
| TCI Wealth Advisors, Inc. | 635 | $31.7K | 0.00% | −210−24.9% | Reduced |
| Massmutual Trust Co FSB | 617 | $31.0K | 0.00% | +17+2.8% | Added |
| Parallel Advisors, LLC | 603 | $30.1K | 0.00% | −55−8.4% | Reduced |
| Ci Investments Inc. | 590 | $29.0K | 0.00% | −676−53.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 551 | $27.5K | 0.00% | +3+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 519 | $26.0K | 0.00% | −236,920−99.8% | Reduced |
| Fifth Third Bancorp | 501 | $25.0K | 0.00% | +27+5.7% | Added |
| IFP Advisors, Inc | 215 | $25.0K | 0.00% | −1,260−85.4% | Reduced |
| Deseret Mutual Benefit Administrators | 500 | $25.0K | 0.01% | −45−8.3% | Reduced |
| CWM, LLC | 483 | $24.0K | 0.00% | +138+40.0% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $22.5K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 448 | $22.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 506 | $21.0K | 0.00% | +398+368.5% | Added |
| TD Waterhouse Canada Inc. | 400 | $20.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $20.0K | 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 |
| Steward Partners Investment Advisory, LLC | 370 | $18.5K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 350 | $17.5K | 0.00% | +350 | New |
| BDO Wealth Advisors, LLC | 350 | $17.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 335 | $16.7K | 0.00% | +335 | New |
| Central Trust Co | 320 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 284 | $14.4K | 0.01% | +284 | New |
| Prestige Wealth Management Group LLC | 257 | $12.8K | 0.00% | +57+28.5% | Added |
| FinTrust Capital Advisors, LLC | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 236 | $11.8K | 0.00% | +61+34.9% | Added |
| Hollencrest Capital Management | 215 | $10.7K | 0.00% | +215 | New |
| Leelyn Smith, LLC | 200 | $9.98K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 182 | $9.09K | 0.01% | +182 | New |
| Allspring Global Investments Holdings, LLC | 164 | $8.19K | 0.00% | −6,560−97.6% | Reduced |
| Elequin Capital LP | 138 | $6.89K | 0.00% | +138 | New |
| CVA Family Office, LLC | 125 | $6.24K | 0.00% | +125 | New |
| Allworth Financial LP | 125 | $6.23K | 0.00% | +3+2.5% | Added |
| Kozak & Associates, Inc. | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 120 | $6.00K | 0.00% | +20+20.0% | Added |
| JFS Wealth Advisors, LLC | 110 | $5.49K | 0.00% | +32+41.0% | Added |
| Global Retirement Partners, LLC | 106 | $5.29K | 0.00% | +6+6.0% | Added |
| Zions Bancorporation, N.A. | 104 | $5.19K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 104 | $5.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $5.04K | 0.00% | −100−49.8% | Reduced |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |