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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 3,335 | $200.2K | 0.15% | +3,335 | New |
| Forum Financial Management, LP | 3,353 | $201.3K | 0.01% | +3,353 | New |
| Blair William & Co | 3,459 | $207.6K | 0.00% | +3,459 | New |
| Creative Planning | 3,519 | $211.2K | 0.00% | +3,519 | New |
| Delphia (USA) Inc. | 3,646 | $218.9K | 0.27% | −3,739−50.6% | Reduced |
| Jmac Enterprises LLC | 3,657 | $219.5K | 0.06% | +3,657 | New |
| Fiduciary Trust Co | 3,677 | $220.7K | 0.00% | +3,677 | New |
| Profund Advisors LLC | 3,692 | $221.6K | 0.01% | −749−16.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $226.3K | 0.07% | +3,770 | New |
| Corton Capital Inc. | 3,927 | $235.7K | 0.16% | −3,594−47.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,000 | $240.1K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,005 | $240.4K | 0.00% | −76,027−95.0% | Reduced |
| William Blair Investment Management, LLC | 4,033 | $242.1K | 0.00% | +12+0.3% | Added |
| Veriti Management LLC | 4,111 | $246.8K | 0.03% | −39−0.9% | Reduced |
| Gsa Capital Partners LLP | 4,188 | $251.0K | 0.02% | −7,802−65.1% | Reduced |
| Patten & Patten Inc | 4,270 | $256.3K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,360 | $261.7K | 0.00% | +4,360 | New |
| Paragon Capital Management Ltd | 4,382 | $263.1K | 0.06% | −21−0.5% | Reduced |
| US Bancorp | 4,389 | $263.5K | 0.00% | +74+1.7% | Added |
| III Capital Management | 4,500 | $270.1K | 0.02% | −8,000−64.0% | Reduced |
| CWM Advisors, LLC | 4,529 | $271.9K | 0.03% | −165−3.5% | Reduced |
| Cresset Asset Management, LLC | 4,764 | $286.0K | 0.01% | +4,764 | New |
| Key Financial Inc | 4,800 | $288.1K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,950 | $297.1K | 0.00% | +661+15.4% | Added |
| Shelton Capital Management | 5,165 | $310.1K | 0.01% | −310−5.7% | Reduced |
| Merit Financial Group, LLC | 5,179 | $310.9K | 0.01% | +10.0% | Added |
| Captrust Financial Advisors | 5,253 | $315.3K | 0.00% | +1,156+28.2% | Added |
| Cetera Advisor Networks LLC | 5,436 | $326.3K | 0.00% | −553−9.2% | Reduced |
| Asset Management Resources, LLC | 5,467 | $328.2K | 0.21% | −346−6.0% | Reduced |
| Alps Advisors Inc | 5,490 | $329.6K | 0.00% | +5,490 | New |
| Sciencast Management LP | 5,112 | $329.6K | 0.44% | +5,112 | New |
| Brinker Capital Investments, LLC | 5,621 | $337.4K | 0.00% | +5,621 | New |
| Orion Portfolio Solutions, LLC | 5,621 | $337.4K | 0.00% | +5,621 | New |
| Vident Investment Advisory, LLC | 5,681 | $341.0K | 0.01% | +169+3.1% | Added |
| Elevated Capital Advisors, LLC | 5,695 | $341.9K | 0.12% | −121−2.1% | Reduced |
| Mackenzie Financial Corp | 5,729 | $343.9K | 0.00% | +5,729 | New |
| Shell Asset Management Co | 5,838 | $350.0K | 0.01% | −20−0.3% | Reduced |
| Cannell Peter B & Co Inc | 5,850 | $351.2K | 0.01% | +500+9.3% | Added |
| S. R. Schill & Associates | 5,890 | $353.6K | 0.16% | +56+1.0% | Added |
| Lyell Wealth Management, LP | 5,900 | $354.2K | 0.05% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,900 | $354.2K | 0.02% | +5,900 | New |
| Omnia Family Wealth, LLC | 5,963 | $358.0K | 0.28% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 5,997 | $360.0K | 0.01% | −2,002−25.0% | Reduced |
| ProShare Advisors LLC | 6,117 | $367.2K | 0.00% | −600−8.9% | Reduced |
| Compass Wealth Management LLC | 6,295 | $377.9K | 0.12% | −100−1.6% | Reduced |
| Atlas Capital Advisors LLC | 6,347 | $381.0K | 0.06% | +6,243+6,002.9% | Added |
| Panagora Asset Management Inc | 6,396 | $384.0K | 0.00% | +78+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 6,450 | $387.2K | 0.20% | 00.0% | Unchanged |
| Axq Capital, LP | 6,486 | $389.4K | 0.15% | +2,201+51.4% | Added |
| EMC Capital Management | 6,714 | $403.0K | 0.34% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,860 | $411.8K | 0.05% | +20+0.3% | Added |
| Cito Capital Group, LLC | 7,000 | $420.0K | 0.21% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 7,095 | $425.9K | 0.34% | +5+0.1% | Added |
| Pinebridge Investments, L.P. | 7,106 | $426.6K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 7,319 | $439.4K | 0.14% | +7,319 | New |
| Diker Management LLC | 7,400 | $444.2K | 0.46% | +1,579+27.1% | Added |
| Advisory Services Network, LLC | 7,405 | $444.5K | 0.01% | +5,054+215.0% | Added |
| Hodges Capital Management Inc. | 7,905 | $448.0K | 0.04% | +7,905 | New |
| Cambridge Investment Research Advisors, Inc. | 7,667 | $460.0K | 0.00% | +789+11.5% | Added |
| River Wealth Advisors LLC | 7,670 | $460.4K | 0.08% | −525−6.4% | Reduced |
| Mirabella Financial Services LLP | 7,708 | $462.7K | 0.10% | +7,708 | New |
| Diversified Trust Co | 7,888 | $473.5K | 0.02% | +3,300+71.9% | Added |
| Crossmark Global Holdings, Inc. | 7,958 | $478.0K | 0.01% | −265−3.2% | Reduced |
| MQS Management LLC | 8,170 | $490.4K | 0.31% | +8,170 | New |
| Oak Asset Management, LLC | 8,425 | $505.8K | 0.22% | −1,250−12.9% | Reduced |
| Private Advisor Group, LLC | 8,452 | $507.4K | 0.00% | +8,452 | New |
| PEAK6 Investments LLC | 8,515 | $511.2K | 0.03% | −6,655−43.9% | Reduced |
| Storebrand Asset Management AS | 8,531 | $512.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,564 | $514.1K | 0.01% | +3,456+67.7% | Added |
| Maryland State Retirement & Pension System | 8,601 | $516.3K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 8,748 | $525.0K | 0.01% | −123,877−93.4% | Reduced |
| Empirical Finance, LLC | 8,952 | $537.4K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,989 | $540.0K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 9,000 | $540.3K | 0.04% | +3,000+50.0% | Added |
| Fox Run Management, L.L.C. | 9,013 | $541.0K | 0.18% | −10,474−53.7% | Reduced |
| Northern Oak Wealth Management Inc | 9,315 | $559.2K | 0.07% | +9,315 | New |
| Guggenheim Capital LLC | 9,335 | $560.4K | 0.00% | −3,227−25.7% | Reduced |
| Securian Asset Management, Inc | 9,365 | $562.2K | 0.01% | −299−3.1% | Reduced |
| Bridgewater Associates, LP | 9,374 | $562.7K | 0.00% | +2,537+37.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,386 | $563.0K | 0.03% | +9,386 | New |
| Lattice Capital Management, LLC | 9,607 | $576.7K | 0.76% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,609 | $581.0K | 0.00% | −24,592−71.9% | Reduced |
| Natixis Advisors, L.P. | 10,033 | $602.0K | 0.00% | +10,033 | New |
| K.J. Harrison & Partners Inc | 10,200 | $612.3K | 0.12% | +10,200 | New |
| Nicholas Investment Partners, LP | 10,451 | $627.4K | 0.05% | +10,451 | New |
| WBI Investments | 10,497 | $630.1K | 0.13% | +10,497 | New |
| Penserra Capital Management LLC | 10,575 | $634.0K | 0.01% | −7,918−42.8% | Reduced |
| Mercer Global Advisors Inc | 10,629 | $638.0K | 0.00% | −971−8.4% | Reduced |
| Gamco Investors, Inc. Et Al | 10,700 | $642.3K | 0.01% | +10,700 | New |
| AE Wealth Management LLC | 10,744 | $645.0K | 0.00% | +10,744 | New |
| Prudential PLC | 10,859 | $651.9K | 0.01% | +4,714+76.7% | Added |
| Chapin Davis, Inc. | 10,958 | $657.8K | 0.34% | −425−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,962 | $658.0K | 0.00% | +8,594+362.9% | Added |
| Friedenthal Financial | 11,052 | $663.0K | 0.47% | +11,052 | New |
| Tower Research Capital LLC (TRC) | 11,085 | $666.0K | 0.02% | −12,808−53.6% | Reduced |
| Level Four Advisory Services, LLC | 11,167 | $670.4K | 0.04% | +11,167 | New |
| Mariner, LLC | 11,548 | $693.0K | 0.00% | +5,810+101.3% | Added |
| Connectus Wealth, LLC | 12,260 | $736.0K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 12,505 | $750.7K | 0.82% | +4,253+51.5% | Added |
| Advisors Asset Management, Inc. | 12,530 | $752.2K | 0.02% | +365+3.0% | Added |