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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 8,809 | $651.5K | 0.14% | −493−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 8,623 | $639.0K | 0.01% | +1,170+15.7% | Added |
| Maryland State Retirement & Pension System | 8,601 | $636.1K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 8,531 | $631.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,523 | $630.4K | 0.01% | −1,704−16.7% | Reduced |
| Private Advisor Group, LLC | 8,521 | $630.2K | 0.01% | +411+5.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,360 | $618.3K | 0.00% | −18,073−68.4% | Reduced |
| MorganRosel Wealth Management, LLC | 8,135 | $601.7K | 0.25% | +8,135 | New |
| Captrust Financial Advisors | 8,002 | $591.8K | 0.00% | −2,844−26.2% | Reduced |
| Chapin Davis, Inc. | 7,953 | $588.2K | 0.28% | −425−5.1% | Reduced |
| Corton Capital Inc. | 7,866 | $581.8K | 0.29% | +2,515+47.0% | Added |
| ING Groep NV | 7,800 | $576.9K | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 7,724 | $571.3K | 0.02% | +4,668+152.7% | Added |
| Hodges Capital Management Inc. | 7,725 | $571.0K | 0.07% | +7,725 | Added |
| Oak Thistle LLC | 7,716 | $570.7K | 0.17% | +7,716 | New |
| Vestcor Inc | 7,690 | $569.0K | 0.02% | +7,690 | New |
| Penserra Capital Management LLC | 7,523 | $556.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 7,000 | $518.0K | 0.25% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,978 | $516.1K | 0.08% | +88+1.3% | Added |
| Blueshift Asset Management, LLC | 6,875 | $508.5K | 0.30% | +6,875 | New |
| Jaffetilchin Investment Partners, LLC | 6,870 | $508.1K | 0.06% | −10−0.1% | Reduced |
| Boothbay Fund Management, LLC | 6,836 | $505.6K | 0.02% | +6,836 | New |
| River Wealth Advisors LLC | 6,807 | $503.4K | 0.09% | −328−4.6% | Reduced |
| EMC Capital Management | 6,714 | $497.0K | 0.36% | −1,987−22.8% | Reduced |
| Cannell Peter B & Co Inc | 6,650 | $491.8K | 0.02% | +800+13.7% | Added |
| Spire Wealth Management | 6,596 | $487.8K | 0.02% | +6,403+3,317.6% | Added |
| Eqis Capital Management, Inc. | 6,531 | $483.0K | 0.06% | −937−12.5% | Reduced |
| Diker Management LLC | 6,400 | $473.3K | 0.42% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,125 | $453.0K | 0.20% | −200−3.2% | Reduced |
| 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 |
| Lyell Wealth Management, LP | 6,050 | $447.5K | 0.06% | 00.0% | Unchanged |
| Axq Capital, LP | 6,000 | $443.8K | 0.16% | +6,000 | New |
| Citadel Advisors LLC | 5,980 | $442.3K | 0.00% | −167,008−96.5% | Reduced |
| Omnia Family Wealth, LLC | 5,963 | $441.0K | 0.27% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,905 | $436.7K | 0.00% | −111−1.8% | Reduced |
| 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 |
| Oversea-Chinese Banking CORP Ltd | 5,767 | $426.5K | 0.02% | +2,363+69.4% | Added |
| Shell Asset Management Co | 5,706 | $422.0K | 0.02% | −99−1.7% | Reduced |
| MML Investors Services, LLC | 5,632 | $417.0K | 0.00% | +2,992+113.3% | Added |
| Vident Advisory, LLC | 5,609 | $414.8K | 0.01% | +5,609 | New |
| Elevated Capital Advisors, LLC | 5,605 | $414.5K | 0.14% | −253−4.3% | Reduced |
| Petrus Trust Company, LTA | 5,533 | $409.2K | 0.04% | +1,260+29.5% | Added |
| Gotham Asset Management, LLC | 5,454 | $403.4K | 0.01% | +2,079+61.6% | Added |
| Kapitalo Investimentos Ltda | 5,281 | $390.6K | 0.05% | +5,281 | New |
| Compass Wealth Management LLC | 5,195 | $384.2K | 0.12% | −1,000−16.1% | Reduced |
| Merit Financial Group, LLC | 5,179 | $383.1K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,117 | $378.5K | 0.00% | +1,786+53.6% | Added |
| Vinva Investment Management Ltd | 3,256 | $377.8K | 0.04% | +3,256 | New |
| Jefferies Financial Group Inc. | 5,079 | $375.6K | 0.01% | −19,921−79.7% | Reduced |
| Asset Management Resources, LLC | 5,073 | $375.2K | 0.23% | −258−4.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 5,000 | $369.8K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 4,962 | $367.0K | 0.00% | +958+23.9% | Added |
| Allspring Global Investments Holdings, LLC | 4,947 | $365.9K | 0.00% | +2,052+70.9% | Added |
| Stifel Financial Corp | 4,934 | $364.9K | 0.00% | +481+10.8% | Added |
| Key Financial Inc | 4,871 | $360.3K | 0.12% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,814 | $356.0K | 0.35% | +4,814 | New |
| Shelton Capital Management | 4,807 | $355.5K | 0.01% | −247−4.9% | Reduced |
| Ci Investments Inc. | 4,609 | $341.0K | 0.00% | +3,853+509.7% | Added |
| Kestra Advisory Services, LLC | 4,470 | $330.6K | 0.00% | +318+7.7% | Added |
| U S Global Investors Inc | 4,300 | $318.0K | 0.03% | +4,300 | New |
| AE Wealth Management LLC | 4,293 | $317.5K | 0.00% | −7,019−62.0% | Reduced |
| Patten & Patten Inc | 4,270 | $315.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 4,251 | $314.0K | 0.00% | +1,805+73.8% | Added |
| 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 |
| Cerity Partners LLC | 4,142 | $306.3K | 0.00% | −4,106−49.8% | Reduced |
| CWM Advisors, LLC | 4,141 | $306.3K | 0.04% | +165+4.1% | Added |
| Alps Advisors Inc | 4,116 | $304.4K | 0.00% | −1,419−25.6% | Reduced |
| Veriti Management LLC | 4,084 | $302.1K | 0.03% | +161+4.1% | Added |
| HM Payson & Co | 4,060 | $300.3K | 0.01% | −100−2.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $278.8K | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,755 | $277.7K | 0.05% | +20+0.5% | Added |
| Westover Capital Advisors, LLC | 3,700 | $273.7K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 3,679 | $272.1K | 0.00% | −540−12.8% | Reduced |
| Fiduciary Trust Co | 3,664 | $271.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 3,640 | $269.2K | 0.00% | −40,735−91.8% | Reduced |
| Connacht Asset Management LP | 3,582 | $264.9K | 1.57% | +3,582 | New |
| Jmac Enterprises LLC | 3,557 | $263.1K | 0.06% | −66−1.8% | Reduced |
| Pitcairn Co | 3,519 | $260.3K | 0.02% | −3,051−46.4% | Reduced |
| Capula Management Ltd | 3,500 | $258.9K | 0.02% | −5,920−62.8% | Reduced |
| Blair William & Co | 3,459 | $255.8K | 0.00% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,450 | $255.2K | 0.00% | −569−14.2% | Reduced |
| Thoroughbred Financial Services, LLC | 3,435 | $254.0K | 0.02% | +3,435 | New |
| Y-Intercept (Hong Kong) Ltd | 3,393 | $250.9K | 0.02% | −9,462−73.6% | Reduced |
| Paragon Capital Management Ltd | 3,391 | $250.8K | 0.06% | −189−5.3% | Reduced |
| Ossiam | 3,388 | $250.6K | 0.00% | +3,388 | New |
| Forum Financial Management, LP | 3,353 | $248.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,342 | $247.2K | 0.03% | +3,342 | New |
| Cooper Financial Group | 3,301 | $244.2K | 0.06% | +3,301 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,245 | $240.0K | 0.07% | +19+0.6% | Added |
| Northern Oak Wealth Management Inc | 3,240 | $239.6K | 0.03% | −940−22.5% | Reduced |
| Sciencast Management LP | 3,220 | $238.2K | 0.11% | +3,220 | New |
| Toroso Investments, LLC | 3,160 | $233.7K | 0.01% | −2,140−40.4% | Reduced |
| Inceptionr LLC | 3,156 | $233.4K | 0.13% | +3,156 | New |
| XTX Topco Ltd | 3,120 | $230.8K | 0.04% | −2,232−41.7% | Reduced |
| CIBC Asset Management Inc | 3,026 | $223.8K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,965 | $219.3K | 0.01% | −139−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,962 | $219.1K | 0.00% | +2,592+700.5% | Added |