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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,920 | $216.0K | 0.01% | −4,774−62.0% | Reduced |
| Arden Trust Co | 2,870 | $212.3K | 0.04% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 2,805 | $207.5K | 0.20% | +195+7.5% | Added |
| DekaBank Deutsche Girozentrale | 2,776 | $206.0K | 0.00% | +2,776 | New |
| Alpha DNA Investment Management LLC | 2,770 | $204.9K | 0.13% | −10,243−78.7% | Reduced |
| Darwin Advisors, LLC | 2,766 | $204.6K | 0.06% | +182+7.0% | Added |
| Beacon Pointe Advisors, LLC | 2,730 | $201.9K | 0.00% | +2,730 | New |
| SG Americas Securities, LLC | 2,724 | $201.0K | 0.00% | +1,228+82.1% | Added |
| Headlands Technologies LLC | 2,495 | $184.5K | 0.09% | +2,495 | New |
| Harvest Fund Management Co., Ltd | 2,475 | $183.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,371 | $175.0K | 0.00% | +779+48.9% | Added |
| Harbour Investments, Inc. | 2,277 | $168.4K | 0.01% | +301+15.2% | Added |
| State of Wyoming | 2,179 | $161.2K | 0.03% | +109+5.3% | Added |
| Toronto Dominion Bank | 2,000 | $147.9K | 0.00% | −94,000−97.9% | Reduced |
| ORG Partners LLC | 1,953 | $144.5K | 0.04% | −996−33.8% | Reduced |
| Covestor Ltd | 1,790 | $132.0K | 0.10% | −301−14.4% | Reduced |
| Quent Capital, LLC | 1,718 | $127.1K | 0.02% | −32−1.8% | Reduced |
| Lindbrook Capital, LLC | 1,679 | $124.2K | 0.01% | +12+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,582 | $117.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 1,548 | $114.5K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,423 | $105.2K | 0.01% | +117+9.0% | Added |
| Caldwell Trust Co | 1,347 | $99.6K | 0.01% | +1,289+2,222.4% | Added |
| WR Wealth Planners, LLC | 1,345 | $99.5K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 1,339 | $99.0K | 0.02% | −6,486−82.9% | Reduced |
| USA Financial Portformulas Corp | 1,328 | $98.2K | 0.15% | +678+104.3% | Added |
| Jamison Private Wealth Management, Inc. | 1,266 | $93.6K | 0.02% | +1,266 | New |
| Global Trust Asset Management, LLC | 1,237 | $91.5K | 0.04% | −555−31.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $90.2K | 0.07% | +620+103.3% | Added |
| Quadrant Capital Group LLC | 1,100 | $81.4K | 0.01% | +148+15.5% | Added |
| C M Bidwell & Associates Ltd | 1,097 | $81.1K | 0.06% | −2,238−67.1% | Reduced |
| Smithfield Trust Co | 1,126 | $81.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,084 | $80.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,050 | $77.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 950 | $70.3K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 916 | $67.7K | 0.00% | −761−45.4% | Reduced |
| Signaturefd, LLC | 886 | $65.5K | 0.00% | +99+12.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 865 | $64.0K | 0.00% | −4,773−84.7% | Reduced |
| Employees Retirement System of Texas | 753 | $56.0K | 0.00% | −1,874−71.3% | Reduced |
| Fifth Third Bancorp | 754 | $55.8K | 0.00% | +156+26.1% | Added |
| Altshuler Shaham Ltd | 741 | $54.8K | 0.00% | −474−39.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 740 | $54.7K | 0.00% | +30+4.2% | Added |
| Farther Finance Advisors, LLC | 717 | $53.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 677 | $50.1K | 0.00% | +127+23.1% | Added |
| Parallel Advisors, LLC | 673 | $49.8K | 0.00% | −43−6.0% | Reduced |
| Fred Alger Management, LLC | 646 | $47.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 613 | $45.3K | 0.00% | −303−33.1% | Reduced |
| City Holding Co | 612 | $45.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 593 | $43.9K | 0.02% | +13+2.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 556 | $41.1K | 0.01% | +1+0.2% | Added |
| Huntington National Bank | 515 | $38.1K | 0.00% | −18−3.4% | Reduced |
| Castleview Partners, LLC | 499 | $36.9K | 0.03% | +499 | New |
| IFP Advisors, Inc | 494 | $36.5K | 0.00% | +230+87.1% | Added |
| PFG Private Wealth Management, LLC | 416 | $30.8K | 0.02% | −635−60.4% | Reduced |
| Financial Management Professionals, Inc. | 411 | $30.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 388 | $28.7K | 0.00% | −148−27.6% | Reduced |
| Glassman Wealth Services | 386 | $28.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 380 | $28.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 372 | $27.5K | 0.01% | −110−22.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 365 | $27.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 325 | $24.0K | 0.00% | +325 | New |
| Central Trust Co | 320 | $23.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 328 | $23.5K | 0.00% | +100+43.9% | Added |
| Venturi Wealth Management, LLC | 304 | $22.5K | 0.00% | +288+1,800.0% | Added |
| FinTrust Capital Advisors, LLC | 250 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 221 | $16.1K | 0.00% | +79+55.6% | Added |
| Bessemer Group Inc | 226 | $16.0K | 0.00% | +84+59.2% | Added |
| Hollencrest Capital Management | 215 | $15.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 214 | $15.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 201 | $15.0K | 0.01% | +160+390.2% | Added |
| Quarry LP | 167 | $12.4K | 0.01% | +103+160.9% | Added |
| Massmutual Trust Co FSB | 155 | $11.5K | 0.00% | +19+14.0% | Added |
| Prestige Wealth Management Group LLC | 139 | $10.3K | 0.00% | +66+90.4% | Added |
| Advisors Preferred, LLC | 130 | $9.49K | 0.00% | −50−27.8% | Reduced |
| Kozak & Associates, Inc. | 128 | $9.05K | 0.00% | +1+0.8% | Added |
| Loomis Sayles & Co L P | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114 | $8.43K | 0.00% | +114 | New |
| Steward Financial Group LLC | 119 | $8.00K | 0.00% | +119 | New |
| JFS Wealth Advisors, LLC | 108 | $7.99K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 108 | $7.99K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $7.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $7.40K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 97 | $7.17K | 0.00% | +97 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $6.36K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $5.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $5.40K | 0.00% | +5+7.4% | Added |
| Zions Bancorporation, N.A. | 72 | $5.33K | 0.00% | −32−30.8% | Reduced |
| VisionPoint Advisory Group, LLC | 71 | $5.25K | 0.00% | +64+914.3% | Added |
| Sugarloaf Wealth Management, LLC | 69 | $5.10K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 64 | $4.73K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 55 | $4.07K | 0.01% | −96−63.6% | Reduced |
| Colonial Trust Advisors | 52 | $3.85K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $3.48K | 0.00% | −79−62.7% | Reduced |
| GHP Investment Advisors, Inc. | 48 | $3.44K | 0.00% | +48 | New |
| Lee Financial Co | 45 | $3.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $3.18K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 41 | $3.00K | 0.00% | −209−83.6% | Reduced |