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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 6,396 | $384.0K | 0.00% | +78+1.2% | Added |
| Atlas Capital Advisors LLC | 6,347 | $381.0K | 0.06% | +6,243+6,002.9% | Added |
| Compass Wealth Management LLC | 6,295 | $377.9K | 0.12% | −100−1.6% | Reduced |
| ProShare Advisors LLC | 6,117 | $367.2K | 0.00% | −600−8.9% | Reduced |
| Wedge Capital Management L L P | 5,997 | $360.0K | 0.01% | −2,002−25.0% | Reduced |
| Omnia Family Wealth, LLC | 5,963 | $358.0K | 0.28% | 00.0% | Unchanged |
| 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 |
| S. R. Schill & Associates | 5,890 | $353.6K | 0.16% | +56+1.0% | Added |
| Cannell Peter B & Co Inc | 5,850 | $351.2K | 0.01% | +500+9.3% | Added |
| Shell Asset Management Co | 5,838 | $350.0K | 0.01% | −20−0.3% | Reduced |
| Mackenzie Financial Corp | 5,729 | $343.9K | 0.00% | +5,729 | New |
| Elevated Capital Advisors, LLC | 5,695 | $341.9K | 0.12% | −121−2.1% | Reduced |
| Vident Investment Advisory, LLC | 5,681 | $341.0K | 0.01% | +169+3.1% | Added |
| 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 |
| Sciencast Management LP | 5,112 | $329.6K | 0.44% | +5,112 | New |
| Alps Advisors Inc | 5,490 | $329.6K | 0.00% | +5,490 | New |
| Asset Management Resources, LLC | 5,467 | $328.2K | 0.21% | −346−6.0% | Reduced |
| Cetera Advisor Networks LLC | 5,436 | $326.3K | 0.00% | −553−9.2% | Reduced |
| Captrust Financial Advisors | 5,253 | $315.3K | 0.00% | +1,156+28.2% | Added |
| Merit Financial Group, LLC | 5,179 | $310.9K | 0.01% | +10.0% | Added |
| Shelton Capital Management | 5,165 | $310.1K | 0.01% | −310−5.7% | Reduced |
| Stifel Financial Corp | 4,950 | $297.1K | 0.00% | +661+15.4% | Added |
| Key Financial Inc | 4,800 | $288.1K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,764 | $286.0K | 0.01% | +4,764 | New |
| CWM Advisors, LLC | 4,529 | $271.9K | 0.03% | −165−3.5% | Reduced |
| III Capital Management | 4,500 | $270.1K | 0.02% | −8,000−64.0% | Reduced |
| US Bancorp | 4,389 | $263.5K | 0.00% | +74+1.7% | Added |
| Paragon Capital Management Ltd | 4,382 | $263.1K | 0.06% | −21−0.5% | Reduced |
| Scotia Capital Inc. | 4,360 | $261.7K | 0.00% | +4,360 | New |
| Patten & Patten Inc | 4,270 | $256.3K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,188 | $251.0K | 0.02% | −7,802−65.1% | Reduced |
| Veriti Management LLC | 4,111 | $246.8K | 0.03% | −39−0.9% | Reduced |
| William Blair Investment Management, LLC | 4,033 | $242.1K | 0.00% | +12+0.3% | Added |
| Jane Street Group, LLC | 4,005 | $240.4K | 0.00% | −76,027−95.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,000 | $240.1K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,927 | $235.7K | 0.16% | −3,594−47.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $226.3K | 0.07% | +3,770 | New |
| Profund Advisors LLC | 3,692 | $221.6K | 0.01% | −749−16.9% | Reduced |
| Fiduciary Trust Co | 3,677 | $220.7K | 0.00% | +3,677 | New |
| Jmac Enterprises LLC | 3,657 | $219.5K | 0.06% | +3,657 | New |
| Delphia (USA) Inc. | 3,646 | $218.9K | 0.27% | −3,739−50.6% | Reduced |
| Creative Planning | 3,519 | $211.2K | 0.00% | +3,519 | New |
| Blair William & Co | 3,459 | $207.6K | 0.00% | +3,459 | New |
| Forum Financial Management, LP | 3,353 | $201.3K | 0.01% | +3,353 | New |
| C M Bidwell & Associates Ltd | 3,335 | $200.2K | 0.15% | +3,335 | New |
| Belpointe Asset Management LLC | 3,306 | $198.5K | 0.01% | +664+25.1% | Added |
| KBC Group NV | 2,904 | $174.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,336 | $140.0K | 0.00% | +1,853+383.6% | Added |
| HM Payson & Co | 2,260 | $135.7K | 0.00% | −1,200−34.7% | Reduced |
| Covestor Ltd | 2,099 | $126.0K | 0.11% | +32+1.5% | Added |
| Point72 Asset Management, L.P. | 2,020 | $121.3K | 0.00% | +420+26.3% | Added |
| Toronto Dominion Bank | 2,000 | $120.0K | 0.00% | −51−2.5% | Reduced |
| Harbour Investments, Inc. | 1,790 | $107.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,764 | $105.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,664 | $99.9K | 0.01% | +714+75.2% | Added |
| Chiron Investment Management, LLC | 1,548 | $92.9K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,486 | $89.2K | 0.00% | −329−18.1% | Reduced |
| Private Trust Co NA | 1,436 | $86.2K | 0.01% | +500+53.4% | Added |
| Cutler Group LP | 1,415 | $84.0K | 0.01% | −3,672−72.2% | Reduced |
| Global Trust Asset Management, LLC | 1,392 | $83.6K | 0.04% | +333+31.4% | Added |
| WR Wealth Planners, LLC | 1,345 | $80.7K | 0.03% | +1,345 | New |
| Simplex Trading, LLC | 1,200 | $72.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,093 | $65.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,068 | $64.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,050 | $63.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 909 | $54.6K | 0.01% | +93+11.4% | Added |
| Machina Capital S.A.S. | 900 | $54.0K | 0.05% | +900 | New |
| National Bank of Canada | 845 | $50.7K | 0.00% | +65+8.3% | Added |
| Signaturefd, LLC | 781 | $46.9K | 0.00% | +29+3.9% | Added |
| Leonteq Securities AG | 719 | $43.2K | 0.00% | −694−49.1% | Reduced |
| Farther Finance Advisors, LLC | 712 | $42.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 710 | $42.6K | 0.00% | −270−27.6% | Reduced |
| Parallel Advisors, LLC | 707 | $42.5K | 0.00% | +104+17.2% | Added |
| Ci Investments Inc. | 640 | $38.0K | 0.00% | +50+8.5% | Added |
| Dark Forest Capital Management LP | 629 | $37.8K | 0.01% | +629 | New |
| City Holding Co | 612 | $36.7K | 0.01% | +612 | New |
| Huntington National Bank | 562 | $33.7K | 0.00% | +562 | New |
| Financial Synergies Wealth Advisors, Inc. | 553 | $33.2K | 0.00% | +2+0.4% | Added |
| Baker Avenue Asset Management, LP | 550 | $33.0K | 0.00% | +550 | New |
| Fifth Third Bancorp | 521 | $31.3K | 0.00% | +20+4.0% | Added |
| Deseret Mutual Benefit Administrators | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 488 | $29.3K | 0.00% | +488 | New |
| Ellevest, Inc. | 478 | $28.7K | 0.00% | +242+102.5% | Added |
| Raleigh Capital Management Inc. | 473 | $28.4K | 0.01% | +393+491.2% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $27.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 414 | $25.0K | 0.00% | −105−20.2% | Reduced |
| Glassman Wealth Services | 386 | $23.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 383 | $23.0K | 0.00% | −3−0.8% | Reduced |
| 1832 Asset Management L.P. | 374 | $22.5K | 0.00% | +374 | New |
| Steward Partners Investment Advisory, LLC | 370 | $22.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 344 | $20.6K | 0.00% | −758−68.8% | Reduced |
| Ronald Blue Trust, Inc. | 396 | $20.0K | 0.00% | −110−21.7% | Reduced |
| Central Trust Co | 320 | $19.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $19.1K | 0.00% | −316−49.8% | Reduced |
| Prestige Wealth Management Group LLC | 266 | $16.0K | 0.00% | +9+3.5% | Added |
| Global Retirement Partners, LLC | 228 | $14.5K | 0.00% | +122+115.1% | Added |