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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, Q2 2023

Institutional positions in Toll Brothers, Inc. as of Jun 30, 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
517
+69 vs. Q1 2023
Shares held
100.3M
−1.25M (−1.2%) vs. Q1 2023
Total value
$7.93B
+$1.93B (+32.1%) vs. Q1 2023
New holders
107
163 more added
Sold out
38
186 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 517 institutions
Q1 2021: 394 institutionsQ2 2021: 409 institutionsQ3 2021: 409 institutionsQ4 2021: 455 institutionsQ1 2022: 415 institutionsQ2 2022: 393 institutionsQ3 2022: 382 institutionsQ4 2022: 427 institutionsQ1 2023: 448 institutionsQ2 2023: 517 institutionsQ3 2023: 518 institutionsQ4 2023: 574 institutionsQ1 2024: 643 institutionsQ2 2024: 659 institutionsQ3 2024: 718 institutionsQ4 2024: 721 institutionsQ1 2025: 662 institutionsQ2 2025: 661 institutionsQ3 2025: 721 institutionsQ4 2025: 736 institutionsQ1 2026: 785 institutionsQ2 2026: 808 institutions
Value heldQ2 2023: $7.93B
Q1 2021: $6.23BQ2 2021: $6.20BQ3 2021: $5.81BQ4 2021: $7.51BQ1 2022: $4.68BQ2 2022: $4.38BQ3 2022: $3.98BQ4 2022: $5.09BQ1 2023: $6.00BQ2 2023: $7.93BQ3 2023: $7.45BQ4 2023: $9.83BQ1 2024: $12.0BQ2 2024: $10.3BQ3 2024: $13.7BQ4 2024: $11.1BQ1 2025: $9.48BQ2 2025: $10.0BQ3 2025: $11.7BQ4 2025: $11.5BQ1 2026: $11.4BQ2 2026: $14.2B
Institutions holding TOL and their total value by quarter
QuarterHoldersValue
Q2 2026808$14.2B
Q1 2026785$11.4B
Q4 2025736$11.5B
Q3 2025721$11.7B
Q2 2025661$10.0B
Q1 2025662$9.48B
Q4 2024721$11.1B
Q3 2024718$13.7B
Q2 2024659$10.3B
Q1 2024643$12.0B
Q4 2023574$9.83B
Q3 2023518$7.45B
Q2 2023517$7.93B
Q1 2023448$6.00B
Q4 2022427$5.09B
Q3 2022382$3.98B
Q2 2022393$4.38B
Q1 2022415$4.68B
Q4 2021455$7.51B
Q3 2021409$5.81B
Q2 2021409$6.20B
Q1 2021394$6.23B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2023.

Institutions holding TOL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.1$00.00%−395−99.7%Reduced
Crewe Advisors LLC2$1590.00%+2New
Horizon Investments, LLC7$5520.00%+2+40.0%Added
VisionPoint Advisory Group, LLC7$5530.00%+7New
Hexagon Capital Partners LLC7$5530.00%+7New
25 LLC8$6560.00%+8New
AdvisorNet Financial, Inc10$7910.00%−34−77.3%Reduced
Abound Wealth Management10$7910.00%00.0%Unchanged
Cape Investment Advisory, Inc.12$9490.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC10$1.00K0.00%−404−97.6%Reduced
Psagot Value Holdings Ltd. / (Israel)12$1.00K0.00%00.0%Unchanged
Avion Wealth26$1.00K0.00%+26New
Investors Research Corp16$1.26K0.00%00.0%Unchanged
Venturi Wealth Management, LLC16$1.27K0.00%+16New
Versant Capital Management, Inc22$1.74K0.00%+22New
Coastal Capital Group, Inc.23$1.82K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC30$2.37K0.00%+30New
SJS Investment Consulting Inc.30$2.37K0.00%+1+3.4%Added
Disciplined Investments, LLC32$2.53K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.33$2.61K0.00%00.0%Unchanged
AlphaMark Advisors, LLC41$3.00K0.00%−14−25.5%Reduced
Red Tortoise LLC43$3.40K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC45$3.56K0.00%00.0%Unchanged
Lee Financial Co45$3.56K0.00%00.0%Unchanged
Colonial Trust Advisors52$4.11K0.00%+52New
Caldwell Trust Co58$4.59K0.00%+58New
Sofos Investments, Inc.79$4.98K0.02%+79New
Quarry LP64$5.06K0.00%−62−49.2%Reduced
Earnest Partners LLC64$5.06K0.00%00.0%Unchanged
Parkside Financial Bank & Trust68$5.38K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$5.46K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC73$5.77K0.00%−193−72.6%Reduced
Fairfield, Bush & Co.75$5.93K0.00%+75New
HHM Wealth Advisors, LLC75$5.93K0.00%00.0%Unchanged
ClariVest Asset Management LLC79$6.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC71$6.00K0.00%+71New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC86$6.80K0.00%00.0%Unchanged
TSFG, LLC84$7.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.100$7.91K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.101$7.99K0.00%00.0%Unchanged
Zions Bancorporation, N.A.104$8.22K0.00%00.0%Unchanged
Point72 Asset Management, L.P.108$8.53K0.00%−1,912−94.7%Reduced
JFS Wealth Advisors, LLC108$8.54K0.00%+1+0.9%Added
WFA Asset Management Corp108$8.54K0.01%+108New
Loomis Sayles & Co L P115$9.00K0.00%−105−47.7%Reduced
CVA Family Office, LLC125$9.88K0.00%00.0%Unchanged
Allworth Financial LP126$9.94K0.00%+1+0.8%Added
Kozak & Associates, Inc.127$10.0K0.00%00.0%Unchanged
IFP Advisors, Inc264$10.4K0.00%+66+33.3%Added
Massmutual Trust Co FSB136$10.8K0.00%+74+119.4%Added
Bessemer Group Inc142$11.0K0.00%+82+136.7%Added
TD Waterhouse Canada Inc.142$11.2K0.00%+142New
Macroview Investment Management LLC151$11.9K0.02%−36−19.3%Reduced
FinTrust Capital Advisors, LLC250$12.5K0.00%00.0%Unchanged
Advisors Preferred, LLC180$14.2K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC190$15.0K0.00%−810−81.0%Reduced
Spire Wealth Management193$15.3K0.00%+7+3.8%Added
Leonteq Securities AG214$16.9K0.00%−505−70.2%Reduced
Hollencrest Capital Management215$17.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC228$18.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.250$20.0K0.00%+250New
Central Trust Co320$25.3K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec365$28.9K0.00%−85−18.9%Reduced
Steward Partners Investment Advisory, LLC370$29.3K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc380$30.0K0.00%−3−0.8%Reduced
Glassman Wealth Services386$30.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.411$32.0K0.01%+401+4,010.0%Added
First Capital Advisors Group, LLC.453$35.8K0.02%+453New
Deseret Mutual Benefit Administrators482$38.1K0.01%−18−3.6%Reduced
Huntington National Bank533$42.1K0.00%−29−5.2%Reduced
1832 Asset Management L.P.536$42.4K0.00%+162+43.3%Added
Baker Avenue Asset Management, LP550$43.5K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.555$43.9K0.01%+2+0.4%Added
Raleigh Capital Management Inc.580$45.8K0.02%+107+22.6%Added
Fifth Third Bancorp598$47.3K0.00%+77+14.8%Added
Western Pacific Wealth Management, LP600$47.4K0.04%+600New
City Holding Co612$48.4K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC645$51.0K0.01%+295+84.3%Added
Fred Alger Management, LLC646$51.1K0.00%+646New
USA Financial Portformulas Corp650$51.4K0.08%+650New
Coppell Advisory Solutions LLC661$51.8K0.02%+661New
Cary Street Partner Investment Advisory LLC710$56.1K0.00%00.0%Unchanged
Parallel Advisors, LLC716$56.7K0.00%+9+1.3%Added
Farther Finance Advisors, LLC717$56.7K0.01%+5+0.7%Added
Ci Investments Inc.756$60.0K0.00%+116+18.1%Added
Signaturefd, LLC787$62.2K0.00%+6+0.8%Added
Itau Unibanco Holding S.A.916$72.4K0.00%+916New
Global Wealth Management Investment Advisory, Inc.950$75.1K0.02%+950New
Quadrant Capital Group LLC952$75.3K0.01%+43+4.7%Added
Nomura Asset Management Co Ltd1,050$83.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC1,051$83.1K0.05%+1,051New
Salem Investment Counselors Inc1,084$85.7K0.00%−9−0.8%Reduced
Smithfield Trust Co1,126$88.0K0.01%+1,016+923.6%Added
Altshuler Shaham Ltd1,215$96.1K0.00%+1,215New
Private Trust Co NA1,306$103.3K0.01%−130−9.1%Reduced
WR Wealth Planners, LLC1,345$106.3K0.04%00.0%Unchanged
Counterpoint Mutual Funds LLC1,369$108.2K0.10%+1,369New
SG Americas Securities, LLC1,496$118.0K0.00%−11,523−88.5%Reduced
Chiron Investment Management, LLC1,548$122.4K0.03%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,582$125.1K0.00%+1,582New