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 2023
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2023. 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
- 448
- +30 vs. Q4 2022
- Shares held
- 101.5M
- −935.7K (−0.9%) vs. Q4 2022
- Total value
- $6.00B
- +$916.6M (+18.0%) vs. Q4 2022
- New holders
- 75
- 163 more added
- Sold out
- 45
- 142 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 5 | $299 | 0.00% | +5 | New |
| Carmichael Hill & Associates, Inc. | 9 | $541 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $601 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $720 | 0.00% | +12 | New |
| Investors Research Corp | 16 | $960 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| Coastal Capital Group, Inc. | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 25 | $1.55K | 0.00% | +25 | New |
| Sound Income Strategies, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.74K | 0.00% | +9+45.0% | Added |
| Disciplined Investments, LLC | 32 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 41 | $2.46K | 0.00% | +41 | New |
| Red Tortoise LLC | 43 | $2.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $2.64K | 0.00% | +15+51.7% | Added |
| EverSource Wealth Advisors, LLC | 45 | $2.70K | 0.00% | +25+125.0% | Added |
| Lee Financial Co | 45 | $2.70K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $3.72K | 0.00% | −555−90.0% | Reduced |
| Earnest Partners LLC | 64 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $4.00K | 0.00% | +60 | New |
| Parkside Financial Bank & Trust | 68 | $4.08K | 0.00% | −6−8.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $4.14K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 79 | $5.00K | 0.00% | +13+19.7% | Added |
| TSFG, LLC | 84 | $5.00K | 0.00% | +1+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $5.16K | 0.00% | +86 | New |
| Sunbelt Securities, Inc. | 100 | $5.87K | 0.00% | +100 | New |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $6.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $6.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $6.42K | 0.00% | −3−2.7% | Reduced |
| CVA Family Office, LLC | 125 | $7.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $7.52K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 126 | $7.56K | 0.00% | −56−30.8% | Reduced |
| Kozak & Associates, Inc. | 127 | $7.61K | 0.00% | +1+0.8% | Added |
| IFP Advisors, Inc | 198 | $7.83K | 0.00% | −17−7.9% | Reduced |
| Advisors Preferred, LLC | 180 | $10.9K | 0.00% | −104−36.6% | Reduced |
| Spire Wealth Management | 186 | $11.2K | 0.00% | +66+55.0% | Added |
| Macroview Investment Management LLC | 187 | $11.2K | 0.02% | +187 | New |
| Pinnacle Holdings, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Allspring Global Investments Holdings, LLC | 207 | $12.4K | 0.00% | +43+26.2% | Added |
| FinTrust Capital Advisors, LLC | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $12.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 220 | $13.0K | 0.00% | +220 | New |
| Global Retirement Partners, LLC | 228 | $14.5K | 0.00% | +122+115.1% | Added |
| Prestige Wealth Management Group LLC | 266 | $16.0K | 0.00% | +9+3.5% | Added |
| TCI Wealth Advisors, Inc. | 319 | $19.1K | 0.00% | −316−49.8% | Reduced |
| Central Trust Co | 320 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 396 | $20.0K | 0.00% | −110−21.7% | Reduced |
| GWM Advisors LLC | 344 | $20.6K | 0.00% | −758−68.8% | Reduced |
| BDO Wealth Advisors, LLC | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 370 | $22.2K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 374 | $22.5K | 0.00% | +374 | New |
| Farmers & Merchants Investments Inc | 383 | $23.0K | 0.00% | −3−0.8% | Reduced |
| Glassman Wealth Services | 386 | $23.2K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 414 | $25.0K | 0.00% | −105−20.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 450 | $27.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 473 | $28.4K | 0.01% | +393+491.2% | Added |
| Ellevest, Inc. | 478 | $28.7K | 0.00% | +242+102.5% | Added |
| International Assets Investment Management, LLC | 488 | $29.3K | 0.00% | +488 | New |
| Deseret Mutual Benefit Administrators | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 521 | $31.3K | 0.00% | +20+4.0% | Added |
| Baker Avenue Asset Management, LP | 550 | $33.0K | 0.00% | +550 | New |
| Financial Synergies Wealth Advisors, Inc. | 553 | $33.2K | 0.00% | +2+0.4% | Added |
| Huntington National Bank | 562 | $33.7K | 0.00% | +562 | New |
| City Holding Co | 612 | $36.7K | 0.01% | +612 | New |
| Dark Forest Capital Management LP | 629 | $37.8K | 0.01% | +629 | New |
| Ci Investments Inc. | 640 | $38.0K | 0.00% | +50+8.5% | Added |
| Parallel Advisors, LLC | 707 | $42.5K | 0.00% | +104+17.2% | Added |
| Cary Street Partner Investment Advisory LLC | 710 | $42.6K | 0.00% | −270−27.6% | Reduced |
| Farther Finance Advisors, LLC | 712 | $42.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 719 | $43.2K | 0.00% | −694−49.1% | Reduced |
| Signaturefd, LLC | 781 | $46.9K | 0.00% | +29+3.9% | Added |
| National Bank of Canada | 845 | $50.7K | 0.00% | +65+8.3% | Added |
| Machina Capital S.A.S. | 900 | $54.0K | 0.05% | +900 | New |
| Quadrant Capital Group LLC | 909 | $54.6K | 0.01% | +93+11.4% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,050 | $63.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,068 | $64.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,093 | $65.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,345 | $80.7K | 0.03% | +1,345 | New |
| Global Trust Asset Management, LLC | 1,392 | $83.6K | 0.04% | +333+31.4% | Added |
| Cutler Group LP | 1,415 | $84.0K | 0.01% | −3,672−72.2% | Reduced |
| Private Trust Co NA | 1,436 | $86.2K | 0.01% | +500+53.4% | Added |
| Exchange Traded Concepts, LLC | 1,486 | $89.2K | 0.00% | −329−18.1% | Reduced |
| Chiron Investment Management, LLC | 1,548 | $92.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,664 | $99.9K | 0.01% | +714+75.2% | Added |
| Quent Capital, LLC | 1,764 | $105.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,790 | $107.5K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,000 | $120.0K | 0.00% | −51−2.5% | Reduced |
| Point72 Asset Management, L.P. | 2,020 | $121.3K | 0.00% | +420+26.3% | Added |
| Covestor Ltd | 2,099 | $126.0K | 0.11% | +32+1.5% | Added |
| HM Payson & Co | 2,260 | $135.7K | 0.00% | −1,200−34.7% | Reduced |
| CWM, LLC | 2,336 | $140.0K | 0.00% | +1,853+383.6% | Added |
| KBC Group NV | 2,904 | $174.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,306 | $198.5K | 0.01% | +664+25.1% | Added |