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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1,592 | $126.0K | 0.00% | −744−31.8% | Reduced |
| Lindbrook Capital, LLC | 1,667 | $131.8K | 0.01% | +3+0.2% | Added |
| Exchange Traded Concepts, LLC | 1,677 | $132.6K | 0.00% | +191+12.9% | Added |
| Quent Capital, LLC | 1,750 | $138.4K | 0.02% | −14−0.8% | Reduced |
| Global Trust Asset Management, LLC | 1,792 | $141.7K | 0.06% | +400+28.7% | Added |
| Harbour Investments, Inc. | 1,976 | $156.2K | 0.01% | +186+10.4% | Added |
| State of Wyoming | 2,070 | $163.7K | 0.05% | +2,070 | New |
| Covestor Ltd | 2,091 | $165.0K | 0.13% | −8−0.4% | Reduced |
| EMC Capital Management | 8,701 | $185.0K | 0.38% | +1,987+29.6% | Added |
| KBC Group NV | 2,446 | $193.0K | 0.00% | −458−15.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,475 | $196.0K | 0.04% | +1,407+131.7% | Added |
| LCNB Corp | 2,550 | $201.6K | 0.09% | +2,550 | New |
| Martin Capital Advisors, LLP | 2,610 | $206.4K | 0.19% | +2,610 | New |
| Darwin Advisors, LLC | 2,584 | $206.4K | 0.05% | +2,584 | New |
| Employees Retirement System of Texas | 2,627 | $208.0K | 0.00% | +2,627 | New |
| MML Investors Services, LLC | 2,640 | $209.0K | 0.00% | +2,640 | New |
| Bank Ozk | 2,690 | $212.7K | 0.10% | +2,690 | New |
| Bank of Nova Scotia | 2,700 | $213.5K | 0.00% | +2,700 | New |
| Arden Trust Co | 2,870 | $227.0K | 0.04% | +2,870 | New |
| Allspring Global Investments Holdings, LLC | 2,895 | $228.9K | 0.00% | +2,688+1,298.6% | Added |
| ORG Partners LLC | 2,949 | $233.0K | 0.04% | +2,949 | New |
| Atria Wealth Solutions, Inc. | 2,951 | $233.4K | 0.00% | +2,951 | New |
| Aigen Investment Management, LP | 2,989 | $236.3K | 0.03% | −14,129−82.5% | Reduced |
| CIBC Asset Management Inc | 3,026 | $239.3K | 0.00% | +3,026 | New |
| Moran Wealth Management, LLC | 3,056 | $241.6K | 0.01% | +3,056 | New |
| Delphia (USA) Inc. | 3,068 | $242.6K | 0.38% | −578−15.9% | Reduced |
| Marshall Wace, LLP | 3,100 | $245.1K | 0.00% | +3,100 | New |
| Profund Advisors LLC | 3,104 | $245.4K | 0.01% | −588−15.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,201 | $253.1K | 0.00% | +3,201 | New |
| Hilltop Holdings Inc. | 3,225 | $255.0K | 0.03% | +3,225 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,226 | $255.1K | 0.08% | +3,226 | New |
| Brown Advisory Inc | 3,331 | $263.4K | 0.00% | +3,331 | New |
| C M Bidwell & Associates Ltd | 3,335 | $263.7K | 0.19% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,353 | $265.1K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,375 | $266.9K | 0.01% | +3,375 | New |
| Oversea-Chinese Banking CORP Ltd | 3,404 | $269.2K | 0.01% | +3,404 | New |
| Blair William & Co | 3,459 | $273.5K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,580 | $283.1K | 0.06% | −802−18.3% | Reduced |
| Jmac Enterprises LLC | 3,623 | $286.5K | 0.07% | −34−0.9% | Reduced |
| Fiduciary Trust Co | 3,664 | $289.7K | 0.01% | −13−0.4% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $292.6K | 0.10% | +3,700 | New |
| Kingswood Wealth Advisors, LLC | 3,735 | $295.3K | 0.09% | +3,735 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $298.1K | 0.09% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,827 | $302.6K | 0.05% | −173−4.3% | Reduced |
| Bridgefront Capital, LLC | 3,884 | $307.1K | 0.17% | +3,884 | New |
| Veriti Management LLC | 3,923 | $310.2K | 0.03% | −188−4.6% | Reduced |
| CWM Advisors, LLC | 3,976 | $314.4K | 0.04% | −553−12.2% | Reduced |
| Creative Planning | 4,004 | $316.6K | 0.00% | +485+13.8% | Added |
| William Blair Investment Management, LLC | 4,019 | $317.8K | 0.00% | −14−0.3% | Reduced |
| Caxton Associates LP | 4,134 | $326.9K | 0.05% | +4,134 | New |
| Kestra Advisory Services, LLC | 4,152 | $328.3K | 0.00% | −4,412−51.5% | Reduced |
| HM Payson & Co | 4,160 | $328.9K | 0.01% | +1,900+84.1% | Added |
| Northern Oak Wealth Management Inc | 4,180 | $330.5K | 0.04% | −5,135−55.1% | Reduced |
| US Bancorp | 4,219 | $333.6K | 0.00% | −170−3.9% | Reduced |
| Patten & Patten Inc | 4,270 | $337.6K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,273 | $337.9K | 0.04% | +4,273 | New |
| Walleye Trading LLC | 4,373 | $345.8K | 0.02% | −38,566−89.8% | Reduced |
| Stifel Financial Corp | 4,453 | $352.1K | 0.00% | −497−10.0% | Reduced |
| Fox Run Management, L.L.C. | 4,724 | $373.5K | 0.11% | −4,289−47.6% | Reduced |
| Key Financial Inc | 4,871 | $385.1K | 0.13% | +71+1.5% | Added |
| Avantax Advisory Services, Inc. | 4,886 | $386.3K | 0.00% | +4,886 | New |
| BW Gestao de Investimentos Ltda. | 5,000 | $395.4K | 0.06% | −20,000−80.0% | Reduced |
| Shay Capital LLC | 5,000 | $395.4K | 0.14% | +5,000 | New |
| Shelton Capital Management | 5,054 | $399.6K | 0.01% | −111−2.1% | Reduced |
| Gsa Capital Partners LLP | 5,165 | $408.0K | 0.04% | +977+23.3% | Added |
| Merit Financial Group, LLC | 5,179 | $409.5K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,300 | $419.0K | 0.01% | +5,300 | New |
| Asset Management Resources, LLC | 5,331 | $421.6K | 0.26% | −136−2.5% | Reduced |
| Corton Capital Inc. | 5,351 | $423.1K | 0.20% | +1,424+36.3% | Added |
| XTX Topco Ltd | 5,352 | $423.2K | 0.08% | +5,352 | New |
| Prudential PLC | 5,451 | $431.0K | 0.01% | −5,408−49.8% | Reduced |
| Brinker Capital Investments, LLC | 5,456 | $431.4K | 0.00% | −165−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 5,456 | $431.4K | 0.00% | −165−2.9% | Reduced |
| New York Life Investment Management LLC | 5,492 | $434.3K | 0.00% | +5,492 | New |
| Alps Advisors Inc | 5,535 | $437.7K | 0.00% | +45+0.8% | Added |
| FJ Capital Management LLC | 5,571 | $440.5K | 0.06% | −14,331−72.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,638 | $446.0K | 0.01% | +5,638 | New |
| Shell Asset Management Co | 5,805 | $459.0K | 0.02% | −33−0.6% | Reduced |
| Cannell Peter B & Co Inc | 5,850 | $462.6K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5,858 | $463.2K | 0.15% | +163+2.9% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $466.5K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,900 | $466.5K | 0.05% | +5,900 | New |
| Omnia Family Wealth, LLC | 5,963 | $471.5K | 0.32% | 00.0% | Unchanged |
| ProShare Advisors LLC | 6,016 | $475.7K | 0.00% | −101−1.7% | Reduced |
| Lyell Wealth Management, LP | 6,050 | $478.4K | 0.06% | +150+2.5% | Added |
| Oak Asset Management, LLC | 6,100 | $482.3K | 0.20% | −2,325−27.6% | Reduced |
| Vident Investment Advisory, LLC | 6,151 | $486.3K | 0.02% | +470+8.3% | Added |
| Compass Wealth Management LLC | 6,195 | $489.8K | 0.15% | −100−1.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,325 | $500.1K | 0.22% | −125−1.9% | Reduced |
| Diker Management LLC | 6,400 | $506.0K | 0.42% | −1,000−13.5% | Reduced |
| Pitcairn Co | 6,570 | $519.5K | 0.04% | +6,570 | New |
| Two Sigma Securities, LLC | 6,600 | $521.9K | 0.04% | −17,011−72.0% | Reduced |
| Versor Investments LP | 6,609 | $522.6K | 0.09% | +6,609 | New |
| GWM Advisors LLC | 6,681 | $528.3K | 0.01% | +6,337+1,842.2% | Added |
| Nicholas Investment Partners, LP | 6,757 | $534.3K | 0.04% | −3,694−35.3% | Reduced |
| Verition Fund Management LLC | 6,799 | $537.6K | 0.01% | −332,256−98.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,880 | $544.0K | 0.06% | +20+0.3% | Added |
| Atlas Capital Advisors LLC | 6,890 | $544.8K | 0.08% | +543+8.6% | Added |
| Cito Capital Group, LLC | 7,000 | $553.0K | 0.25% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 7,135 | $564.2K | 0.10% | −535−7.0% | Reduced |