Skip to main content

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, Q3 2023

Institutional positions in Toll Brothers, Inc. as of Sep 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
518
+7 vs. Q2 2023
Shares held
100.2M
+824.8K (+0.8%) vs. Q2 2023
Total value
$7.45B
−$400.9M (−5.1%) vs. Q2 2023
New holders
64
195 more added
Sold out
57
171 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 518 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 heldQ3 2023: $7.45B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2023.

Institutions holding TOL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Crewe Advisors LLC2$1480.00%00.0%Unchanged
Assetmark, Inc3$2220.00%+3New
Horizon Investments, LLC7$5160.00%00.0%Unchanged
Hexagon Capital Partners LLC7$5180.00%00.0%Unchanged
Abound Wealth Management10$7400.00%00.0%Unchanged
Whittier Trust Co12$8870.00%+12New
Cape Investment Advisory, Inc.12$8880.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC12$8880.00%+12New
Thompson Siegel & Walmsley LLC10$1.00K0.00%00.0%Unchanged
Avion Wealth26$1.00K0.00%00.0%Unchanged
Investors Research Corp16$1.18K0.00%00.0%Unchanged
Versant Capital Management, Inc22$1.63K0.00%00.0%Unchanged
SJS Investment Consulting Inc.30$2.22K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.33$2.44K0.00%00.0%Unchanged
Bell Investment Advisors, Inc35$2.59K0.00%+35New
EverSource Wealth Advisors, LLC38$2.81K0.00%−7−15.6%Reduced
Householder Group Estate & Retirement Specialist, LLC40$2.96K0.00%+40New
Benjamin F. Edwards & Company, Inc.41$3.00K0.00%−209−83.6%Reduced
Red Tortoise LLC43$3.18K0.00%00.0%Unchanged
Lee Financial Co45$3.33K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.48$3.44K0.00%+48New
Allworth Financial LP47$3.48K0.00%−79−62.7%Reduced
Colonial Trust Advisors52$3.85K0.00%00.0%Unchanged
Macroview Investment Management LLC55$4.07K0.01%−96−63.6%Reduced
Earnest Partners LLC64$4.73K0.00%00.0%Unchanged
GW&K Investment Management, LLC71$5.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$5.10K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC71$5.25K0.00%+64+914.3%Added
Zions Bancorporation, N.A.72$5.33K0.00%−32−30.8%Reduced
Parkside Financial Bank & Trust73$5.40K0.00%+5+7.4%Added
HHM Wealth Advisors, LLC75$5.55K0.00%00.0%Unchanged
TSFG, LLC84$6.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC79$6.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC86$6.36K0.00%00.0%Unchanged
Anchor Investment Management, LLC97$7.17K0.00%+97New
Sunbelt Securities, Inc.100$7.40K0.00%00.0%Unchanged
Clearstead Advisors, LLC100$7.40K0.00%+100New
Newbridge Financial Services Group, Inc.101$7.47K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC108$7.99K0.00%00.0%Unchanged
WFA Asset Management Corp108$7.99K0.00%00.0%Unchanged
Steward Financial Group LLC119$8.00K0.00%+119New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$8.43K0.00%+114New
Loomis Sayles & Co L P115$9.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.128$9.05K0.00%+1+0.8%Added
Advisors Preferred, LLC130$9.49K0.00%−50−27.8%Reduced
Prestige Wealth Management Group LLC139$10.3K0.00%+66+90.4%Added
Massmutual Trust Co FSB155$11.5K0.00%+19+14.0%Added
Quarry LP167$12.4K0.01%+103+160.9%Added
AlphaMark Advisors, LLC201$15.0K0.01%+160+390.2%Added
Leonteq Securities AG214$15.8K0.00%00.0%Unchanged
Hollencrest Capital Management215$15.9K0.00%00.0%Unchanged
Bessemer Group Inc226$16.0K0.00%+84+59.2%Added
TD Waterhouse Canada Inc.221$16.1K0.00%+79+55.6%Added
FinTrust Capital Advisors, LLC250$18.5K0.00%00.0%Unchanged
Venturi Wealth Management, LLC304$22.5K0.00%+288+1,800.0%Added
Global Retirement Partners, LLC328$23.5K0.00%+100+43.9%Added
Central Trust Co320$23.7K0.00%00.0%Unchanged
J.Safra Asset Management Corp325$24.0K0.00%+325New
Federation des caisses Desjardins du Quebec365$27.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators372$27.5K0.01%−110−22.8%Reduced
Farmers & Merchants Investments Inc380$28.1K0.00%00.0%Unchanged
Glassman Wealth Services386$28.5K0.00%00.0%Unchanged
1832 Asset Management L.P.388$28.7K0.00%−148−27.6%Reduced
Financial Management Professionals, Inc.411$30.0K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC416$30.8K0.02%−635−60.4%Reduced
IFP Advisors, Inc494$36.5K0.00%+230+87.1%Added
Castleview Partners, LLC499$36.9K0.03%+499New
Huntington National Bank515$38.1K0.00%−18−3.4%Reduced
Financial Synergies Wealth Advisors, Inc.556$41.1K0.01%+1+0.2%Added
Raleigh Capital Management Inc.593$43.9K0.02%+13+2.2%Added
City Holding Co612$45.3K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.613$45.3K0.00%−303−33.1%Reduced
Fred Alger Management, LLC646$47.8K0.00%00.0%Unchanged
Parallel Advisors, LLC673$49.8K0.00%−43−6.0%Reduced
Baker Avenue Asset Management, LP677$50.1K0.00%+127+23.1%Added
Farther Finance Advisors, LLC717$53.0K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC740$54.7K0.00%+30+4.2%Added
Altshuler Shaham Ltd741$54.8K0.00%−474−39.0%Reduced
Fifth Third Bancorp754$55.8K0.00%+156+26.1%Added
Employees Retirement System of Texas753$56.0K0.00%−1,874−71.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S865$64.0K0.00%−4,773−84.7%Reduced
Signaturefd, LLC886$65.5K0.00%+99+12.6%Added
Exchange Traded Concepts, LLC916$67.7K0.00%−761−45.4%Reduced
Global Wealth Management Investment Advisory, Inc.950$70.3K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd1,050$77.7K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,084$80.2K0.00%00.0%Unchanged
Smithfield Trust Co1,126$81.0K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd1,097$81.1K0.06%−2,238−67.1%Reduced
Quadrant Capital Group LLC1,100$81.4K0.01%+148+15.5%Added
Western Pacific Wealth Management, LP1,220$90.2K0.07%+620+103.3%Added
Global Trust Asset Management, LLC1,237$91.5K0.04%−555−31.0%Reduced
Jamison Private Wealth Management, Inc.1,266$93.6K0.02%+1,266New
USA Financial Portformulas Corp1,328$98.2K0.15%+678+104.3%Added
Cutler Group LP1,339$99.0K0.02%−6,486−82.9%Reduced
WR Wealth Planners, LLC1,345$99.5K0.04%00.0%Unchanged
Caldwell Trust Co1,347$99.6K0.01%+1,289+2,222.4%Added
Private Trust Co NA1,423$105.2K0.01%+117+9.0%Added
Chiron Investment Management, LLC1,548$114.5K0.05%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,582$117.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC1,679$124.2K0.01%+12+0.7%Added