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 |
|---|---|---|---|---|---|
| Bank Ozk | 2,690 | $212.7K | 0.10% | +2,690 | New |
| MML Investors Services, LLC | 2,640 | $209.0K | 0.00% | +2,640 | New |
| Employees Retirement System of Texas | 2,627 | $208.0K | 0.00% | +2,627 | New |
| Darwin Advisors, LLC | 2,584 | $206.4K | 0.05% | +2,584 | New |
| Martin Capital Advisors, LLP | 2,610 | $206.4K | 0.19% | +2,610 | New |
| LCNB Corp | 2,550 | $201.6K | 0.09% | +2,550 | New |
| Harvest Fund Management Co., Ltd | 2,475 | $196.0K | 0.04% | +1,407+131.7% | Added |
| KBC Group NV | 2,446 | $193.0K | 0.00% | −458−15.8% | Reduced |
| EMC Capital Management | 8,701 | $185.0K | 0.38% | +1,987+29.6% | Added |
| Covestor Ltd | 2,091 | $165.0K | 0.13% | −8−0.4% | Reduced |
| State of Wyoming | 2,070 | $163.7K | 0.05% | +2,070 | New |
| Harbour Investments, Inc. | 1,976 | $156.2K | 0.01% | +186+10.4% | Added |
| Global Trust Asset Management, LLC | 1,792 | $141.7K | 0.06% | +400+28.7% | Added |
| Quent Capital, LLC | 1,750 | $138.4K | 0.02% | −14−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,677 | $132.6K | 0.00% | +191+12.9% | Added |
| Lindbrook Capital, LLC | 1,667 | $131.8K | 0.01% | +3+0.2% | Added |
| CWM, LLC | 1,592 | $126.0K | 0.00% | −744−31.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,582 | $125.1K | 0.00% | +1,582 | New |
| Chiron Investment Management, LLC | 1,548 | $122.4K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,496 | $118.0K | 0.00% | −11,523−88.5% | Reduced |
| Counterpoint Mutual Funds LLC | 1,369 | $108.2K | 0.10% | +1,369 | New |
| WR Wealth Planners, LLC | 1,345 | $106.3K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,306 | $103.3K | 0.01% | −130−9.1% | Reduced |
| Altshuler Shaham Ltd | 1,215 | $96.1K | 0.00% | +1,215 | New |
| Smithfield Trust Co | 1,126 | $88.0K | 0.01% | +1,016+923.6% | Added |
| Salem Investment Counselors Inc | 1,084 | $85.7K | 0.00% | −9−0.8% | Reduced |
| PFG Private Wealth Management, LLC | 1,051 | $83.1K | 0.05% | +1,051 | New |
| Nomura Asset Management Co Ltd | 1,050 | $83.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 952 | $75.3K | 0.01% | +43+4.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 950 | $75.1K | 0.02% | +950 | New |
| Itau Unibanco Holding S.A. | 916 | $72.4K | 0.00% | +916 | New |
| Signaturefd, LLC | 787 | $62.2K | 0.00% | +6+0.8% | Added |
| Ci Investments Inc. | 756 | $60.0K | 0.00% | +116+18.1% | Added |
| Farther Finance Advisors, LLC | 717 | $56.7K | 0.01% | +5+0.7% | Added |
| Parallel Advisors, LLC | 716 | $56.7K | 0.00% | +9+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 710 | $56.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 661 | $51.8K | 0.02% | +661 | New |
| USA Financial Portformulas Corp | 650 | $51.4K | 0.08% | +650 | New |
| Fred Alger Management, LLC | 646 | $51.1K | 0.00% | +646 | New |
| BDO Wealth Advisors, LLC | 645 | $51.0K | 0.01% | +295+84.3% | Added |
| City Holding Co | 612 | $48.4K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 600 | $47.4K | 0.04% | +600 | New |
| Fifth Third Bancorp | 598 | $47.3K | 0.00% | +77+14.8% | Added |
| Raleigh Capital Management Inc. | 580 | $45.8K | 0.02% | +107+22.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 555 | $43.9K | 0.01% | +2+0.4% | Added |
| Baker Avenue Asset Management, LP | 550 | $43.5K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 536 | $42.4K | 0.00% | +162+43.3% | Added |
| Huntington National Bank | 533 | $42.1K | 0.00% | −29−5.2% | Reduced |
| Deseret Mutual Benefit Administrators | 482 | $38.1K | 0.01% | −18−3.6% | Reduced |
| First Capital Advisors Group, LLC. | 453 | $35.8K | 0.02% | +453 | New |
| Financial Management Professionals, Inc. | 411 | $32.0K | 0.01% | +401+4,010.0% | Added |
| Glassman Wealth Services | 386 | $30.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 380 | $30.0K | 0.00% | −3−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 370 | $29.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 365 | $28.9K | 0.00% | −85−18.9% | Reduced |
| Central Trust Co | 320 | $25.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $20.0K | 0.00% | +250 | New |
| Global Retirement Partners, LLC | 228 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 215 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 214 | $16.9K | 0.00% | −505−70.2% | Reduced |
| Spire Wealth Management | 193 | $15.3K | 0.00% | +7+3.8% | Added |
| ICA Group Wealth Management, LLC | 190 | $15.0K | 0.00% | −810−81.0% | Reduced |
| Advisors Preferred, LLC | 180 | $14.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 250 | $12.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 151 | $11.9K | 0.02% | −36−19.3% | Reduced |
| TD Waterhouse Canada Inc. | 142 | $11.2K | 0.00% | +142 | New |
| Bessemer Group Inc | 142 | $11.0K | 0.00% | +82+136.7% | Added |
| Massmutual Trust Co FSB | 136 | $10.8K | 0.00% | +74+119.4% | Added |
| IFP Advisors, Inc | 264 | $10.4K | 0.00% | +66+33.3% | Added |
| Kozak & Associates, Inc. | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 126 | $9.94K | 0.00% | +1+0.8% | Added |
| CVA Family Office, LLC | 125 | $9.88K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 115 | $9.00K | 0.00% | −105−47.7% | Reduced |
| JFS Wealth Advisors, LLC | 108 | $8.54K | 0.00% | +1+0.9% | Added |
| WFA Asset Management Corp | 108 | $8.54K | 0.01% | +108 | New |
| Point72 Asset Management, L.P. | 108 | $8.53K | 0.00% | −1,912−94.7% | Reduced |
| Zions Bancorporation, N.A. | 104 | $8.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $7.99K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $7.91K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $6.80K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 71 | $6.00K | 0.00% | +71 | New |
| HHM Wealth Advisors, LLC | 75 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 75 | $5.93K | 0.00% | +75 | New |
| Prestige Wealth Management Group LLC | 73 | $5.77K | 0.00% | −193−72.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 69 | $5.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $5.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 64 | $5.06K | 0.00% | −62−49.2% | Reduced |
| Earnest Partners LLC | 64 | $5.06K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 79 | $4.98K | 0.02% | +79 | New |
| Caldwell Trust Co | 58 | $4.59K | 0.00% | +58 | New |
| Colonial Trust Advisors | 52 | $4.11K | 0.00% | +52 | New |
| Lee Financial Co | 45 | $3.56K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $3.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $3.40K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 41 | $3.00K | 0.00% | −14−25.5% | Reduced |
| Sutton Wealth Advisors Inc. | 33 | $2.61K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 32 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $2.37K | 0.00% | +1+3.4% | Added |