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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,718 | $127.1K | 0.02% | −32−1.8% | Reduced |
| Covestor Ltd | 1,790 | $132.0K | 0.10% | −301−14.4% | Reduced |
| ORG Partners LLC | 1,953 | $144.5K | 0.04% | −996−33.8% | Reduced |
| Toronto Dominion Bank | 2,000 | $147.9K | 0.00% | −94,000−97.9% | Reduced |
| State of Wyoming | 2,179 | $161.2K | 0.03% | +109+5.3% | Added |
| Harbour Investments, Inc. | 2,277 | $168.4K | 0.01% | +301+15.2% | Added |
| CWM, LLC | 2,371 | $175.0K | 0.00% | +779+48.9% | Added |
| Harvest Fund Management Co., Ltd | 2,475 | $183.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,495 | $184.5K | 0.09% | +2,495 | New |
| SG Americas Securities, LLC | 2,724 | $201.0K | 0.00% | +1,228+82.1% | Added |
| Beacon Pointe Advisors, LLC | 2,730 | $201.9K | 0.00% | +2,730 | New |
| Darwin Advisors, LLC | 2,766 | $204.6K | 0.06% | +182+7.0% | Added |
| Alpha DNA Investment Management LLC | 2,770 | $204.9K | 0.13% | −10,243−78.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,776 | $206.0K | 0.00% | +2,776 | New |
| Martin Capital Advisors, LLP | 2,805 | $207.5K | 0.20% | +195+7.5% | Added |
| Arden Trust Co | 2,870 | $212.3K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,920 | $216.0K | 0.01% | −4,774−62.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,962 | $219.1K | 0.00% | +2,592+700.5% | Added |
| Profund Advisors LLC | 2,965 | $219.3K | 0.01% | −139−4.5% | Reduced |
| CIBC Asset Management Inc | 3,026 | $223.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,120 | $230.8K | 0.04% | −2,232−41.7% | Reduced |
| Inceptionr LLC | 3,156 | $233.4K | 0.13% | +3,156 | New |
| Toroso Investments, LLC | 3,160 | $233.7K | 0.01% | −2,140−40.4% | Reduced |
| Sciencast Management LP | 3,220 | $238.2K | 0.11% | +3,220 | New |
| Northern Oak Wealth Management Inc | 3,240 | $239.6K | 0.03% | −940−22.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,245 | $240.0K | 0.07% | +19+0.6% | Added |
| Cooper Financial Group | 3,301 | $244.2K | 0.06% | +3,301 | New |
| Belpointe Asset Management LLC | 3,342 | $247.2K | 0.03% | +3,342 | New |
| Forum Financial Management, LP | 3,353 | $248.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 3,388 | $250.6K | 0.00% | +3,388 | New |
| Paragon Capital Management Ltd | 3,391 | $250.8K | 0.06% | −189−5.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,393 | $250.9K | 0.02% | −9,462−73.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,435 | $254.0K | 0.02% | +3,435 | New |
| William Blair Investment Management, LLC | 3,450 | $255.2K | 0.00% | −569−14.2% | Reduced |
| Blair William & Co | 3,459 | $255.8K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 3,500 | $258.9K | 0.02% | −5,920−62.8% | Reduced |
| Pitcairn Co | 3,519 | $260.3K | 0.02% | −3,051−46.4% | Reduced |
| Jmac Enterprises LLC | 3,557 | $263.1K | 0.06% | −66−1.8% | Reduced |
| Connacht Asset Management LP | 3,582 | $264.9K | 1.57% | +3,582 | New |
| Commerce Bank | 3,640 | $269.2K | 0.00% | −40,735−91.8% | Reduced |
| Fiduciary Trust Co | 3,664 | $271.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,679 | $272.1K | 0.00% | −540−12.8% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $273.7K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,755 | $277.7K | 0.05% | +20+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $278.8K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 4,060 | $300.3K | 0.01% | −100−2.4% | Reduced |
| Veriti Management LLC | 4,084 | $302.1K | 0.03% | +161+4.1% | Added |
| Alps Advisors Inc | 4,116 | $304.4K | 0.00% | −1,419−25.6% | Reduced |
| CWM Advisors, LLC | 4,141 | $306.3K | 0.04% | +165+4.1% | Added |
| Cerity Partners LLC | 4,142 | $306.3K | 0.00% | −4,106−49.8% | Reduced |
| Brinker Capital Investments, LLC | 4,158 | $307.5K | 0.00% | −1,298−23.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,158 | $307.5K | 0.00% | −1,298−23.8% | Reduced |
| KBC Group NV | 4,251 | $314.0K | 0.00% | +1,805+73.8% | Added |
| Patten & Patten Inc | 4,270 | $315.8K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,293 | $317.5K | 0.00% | −7,019−62.0% | Reduced |
| U S Global Investors Inc | 4,300 | $318.0K | 0.03% | +4,300 | New |
| Kestra Advisory Services, LLC | 4,470 | $330.6K | 0.00% | +318+7.7% | Added |
| Ci Investments Inc. | 4,609 | $341.0K | 0.00% | +3,853+509.7% | Added |
| Shelton Capital Management | 4,807 | $355.5K | 0.01% | −247−4.9% | Reduced |
| Keebeck Alpha, LP | 4,814 | $356.0K | 0.35% | +4,814 | New |
| Key Financial Inc | 4,871 | $360.3K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,934 | $364.9K | 0.00% | +481+10.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,947 | $365.9K | 0.00% | +2,052+70.9% | Added |
| Creative Planning | 4,962 | $367.0K | 0.00% | +958+23.9% | Added |
| BW Gestao de Investimentos Ltda. | 5,000 | $369.8K | 0.05% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 5,073 | $375.2K | 0.23% | −258−4.8% | Reduced |
| Jefferies Financial Group Inc. | 5,079 | $375.6K | 0.01% | −19,921−79.7% | Reduced |
| Vinva Investment Management Ltd | 3,256 | $377.8K | 0.04% | +3,256 | New |
| Brown Advisory Inc | 5,117 | $378.5K | 0.00% | +1,786+53.6% | Added |
| Merit Financial Group, LLC | 5,179 | $383.1K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 5,195 | $384.2K | 0.12% | −1,000−16.1% | Reduced |
| Kapitalo Investimentos Ltda | 5,281 | $390.6K | 0.05% | +5,281 | New |
| Gotham Asset Management, LLC | 5,454 | $403.4K | 0.01% | +2,079+61.6% | Added |
| Petrus Trust Company, LTA | 5,533 | $409.2K | 0.04% | +1,260+29.5% | Added |
| Elevated Capital Advisors, LLC | 5,605 | $414.5K | 0.14% | −253−4.3% | Reduced |
| Vident Advisory, LLC | 5,609 | $414.8K | 0.01% | +5,609 | New |
| MML Investors Services, LLC | 5,632 | $417.0K | 0.00% | +2,992+113.3% | Added |
| Shell Asset Management Co | 5,706 | $422.0K | 0.02% | −99−1.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,767 | $426.5K | 0.02% | +2,363+69.4% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $436.4K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,900 | $436.4K | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,905 | $436.7K | 0.00% | −111−1.8% | Reduced |
| Omnia Family Wealth, LLC | 5,963 | $441.0K | 0.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,980 | $442.3K | 0.00% | −167,008−96.5% | Reduced |
| Axq Capital, LP | 6,000 | $443.8K | 0.16% | +6,000 | New |
| Lyell Wealth Management, LP | 6,050 | $447.5K | 0.06% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 6,100 | $451.2K | 0.19% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 6,100 | $451.2K | 0.41% | +6,100 | New |
| Brown, Lisle/Cummings, Inc. | 6,125 | $453.0K | 0.20% | −200−3.2% | Reduced |
| Diker Management LLC | 6,400 | $473.3K | 0.42% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,531 | $483.0K | 0.06% | −937−12.5% | Reduced |
| Spire Wealth Management | 6,596 | $487.8K | 0.02% | +6,403+3,317.6% | Added |
| Cannell Peter B & Co Inc | 6,650 | $491.8K | 0.02% | +800+13.7% | Added |
| EMC Capital Management | 6,714 | $497.0K | 0.36% | −1,987−22.8% | Reduced |
| River Wealth Advisors LLC | 6,807 | $503.4K | 0.09% | −328−4.6% | Reduced |
| Boothbay Fund Management, LLC | 6,836 | $505.6K | 0.02% | +6,836 | New |
| Jaffetilchin Investment Partners, LLC | 6,870 | $508.1K | 0.06% | −10−0.1% | Reduced |
| Blueshift Asset Management, LLC | 6,875 | $508.5K | 0.30% | +6,875 | New |
| Atlas Capital Advisors LLC | 6,978 | $516.1K | 0.08% | +88+1.3% | Added |
| Cito Capital Group, LLC | 7,000 | $518.0K | 0.25% | 00.0% | Unchanged |