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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, Q4 2023

Institutional positions in Toll Brothers, Inc. as of Dec 31, 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
574
+65 vs. Q3 2023
Shares held
95.6M
−4.30M (−4.3%) vs. Q3 2023
Total value
$9.83B
+$2.40B (+32.2%) vs. Q3 2023
New holders
115
178 more added
Sold out
50
218 more reduced

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 574 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 heldQ4 2023: $9.83B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2023.

Institutions holding TOL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EntryPoint Capital, LLC5$5140.00%+5New
Bokf, NA9$9250.00%+9New
Financial Management Professionals, Inc.10$1.00K0.00%−401−97.6%Reduced
Thompson Siegel & Walmsley LLC10$1.00K0.00%00.0%Unchanged
Horizon Investments, LLC10$1.03K0.00%+3+42.9%Added
Abound Wealth Management10$1.03K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC10$1.03K0.00%+10New
Kayne Anderson Rudnick Investment Management LLC11$1.21K0.00%+11New
Cape Investment Advisory, Inc.12$1.23K0.00%00.0%Unchanged
Investors Research Corp16$1.65K0.00%00.0%Unchanged
Group One Trading, L.P.18$1.85K0.00%+18New
Private Wealth Management Group, LLC20$2.06K0.00%+20New
Versant Capital Management, Inc22$2.26K0.00%00.0%Unchanged
Proequities, Inc.24$2.47K0.00%+24New
Hexagon Capital Partners LLC24$2.47K0.00%+17+242.9%Added
DiNuzzo Private Wealth, Inc.26$2.67K0.00%+26New
Avion Wealth25$3.00K0.00%−1−3.8%Reduced
VisionPoint Advisory Group, LLC36$3.70K0.00%−35−49.3%Reduced
EverSource Wealth Advisors, LLC38$3.91K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.41$4.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC39$4.00K0.00%−1−2.5%Reduced
SJS Investment Consulting Inc.40$4.11K0.00%+10+33.3%Added
AdvisorNet Financial, Inc41$4.21K0.00%+41New
Bell Investment Advisors, Inc42$4.32K0.00%+7+20.0%Added
Red Tortoise LLC43$4.42K0.00%00.0%Unchanged
Lee Financial Co45$4.63K0.00%00.0%Unchanged
Naples Money Management LLC50$5.14K0.00%+50New
Fortitude Family Office, LLC51$5.24K0.00%+51New
Colonial Trust Advisors52$5.34K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC53$5.45K0.00%+53New
Spire Wealth Management66$6.67K0.00%−6,530−99.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC68$6.99K0.00%−18−20.9%Reduced
Sugarloaf Wealth Management, LLC69$7.09K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC69$7.09K0.01%+69New
Zions Bancorporation, N.A.72$7.40K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC75$7.71K0.00%00.0%Unchanged
Parkside Financial Bank & Trust77$7.92K0.00%+4+5.5%Added
ClariVest Asset Management LLC78$8.02K0.00%−1−1.3%Reduced
Smartleaf Asset Management LLC96$9.32K0.00%+96New
ICA Group Wealth Management, LLC95$9.77K0.00%+95New
Clearstead Advisors, LLC100$10.3K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC100$10.3K0.00%+100New
Newbridge Financial Services Group, Inc.101$10.4K0.01%00.0%Unchanged
Allworth Financial LP105$10.8K0.00%+58+123.4%Added
Principal Securities, Inc.108$11.1K0.00%+108New
WFA Asset Management Corp108$11.1K0.01%00.0%Unchanged
Massmutual Trust Co FSB109$11.2K0.00%−46−29.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$11.3K0.00%00.0%Unchanged
GW&K Investment Management, LLC121$12.0K0.00%+50+70.4%Added
JFS Wealth Advisors, LLC117$12.0K0.00%+9+8.3%Added
Quarry LP118$12.1K0.01%−49−29.3%Reduced
Sachetta, LLC119$12.2K0.01%+119New
Kozak & Associates, Inc.128$12.8K0.00%00.0%Unchanged
CVA Family Office, LLC125$12.8K0.00%+125New
Ronald Blue Trust, Inc.179$13.0K0.00%+179New
Prestige Wealth Management Group LLC132$13.6K0.00%−7−5.0%Reduced
Sunbelt Securities, Inc.153$15.7K0.00%+53+53.0%Added
Loomis Sayles & Co L P155$16.0K0.00%+40+34.8%Added
Rakuten Securities, Inc.158$16.2K0.01%+158New
LGT Financial Advisors LLC160$16.4K0.02%+160New
Exchange Traded Concepts, LLC169$17.4K0.00%−747−81.6%Reduced
Bessemer Group Inc187$19.0K0.00%−39−17.3%Reduced
Coppell Advisory Solutions LLC195$20.0K0.00%+195New
Rothschild Investment LLC200$20.6K0.00%+200New
Pinnacle Holdings, LLC200$20.6K0.01%+200New
Hollencrest Capital Management215$22.1K0.00%00.0%Unchanged
Wiser Advisor Group LLC217$22.3K0.04%+217New
Deseret Mutual Benefit Administrators219$22.5K0.01%−153−41.1%Reduced
FinTrust Capital Advisors, LLC250$25.7K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.551$27.5K0.00%−5−0.9%Reduced
Venturi Wealth Management, LLC294$30.2K0.00%−10−3.3%Reduced
Federation des caisses Desjardins du Quebec300$30.8K0.00%−65−17.8%Reduced
Central Trust Co320$32.9K0.00%00.0%Unchanged
Fred Alger Management, LLC325$33.4K0.00%−321−49.7%Reduced
J.Safra Asset Management Corp325$33.4K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC350$36.0K0.01%+350New
Farmers & Merchants Investments Inc380$39.1K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC380$39.1K0.02%+380New
Glassman Wealth Services386$39.7K0.01%00.0%Unchanged
Global Retirement Partners, LLC401$40.1K0.00%+73+22.3%Added
Huntington National Bank426$43.8K0.00%−89−17.3%Reduced
1832 Asset Management L.P.431$44.3K0.00%+43+11.1%Added
Raleigh Capital Management Inc.447$46.0K0.02%−146−24.6%Reduced
Altshuler Shaham Ltd472$48.5K0.00%−269−36.3%Reduced
Smithfield Trust Co566$58.0K0.00%−560−49.7%Reduced
City Holding Co612$62.9K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.655$67.3K0.04%+655New
Parallel Advisors, LLC684$70.3K0.00%+11+1.6%Added
Fifth Third Bancorp721$74.1K0.00%−33−4.4%Reduced
TD Waterhouse Canada Inc.757$74.7K0.00%+536+242.5%Added
GAMMA Investing LLC767$76.2K0.02%+767New
Employees Retirement System of Texas753$77.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC783$80.5K0.01%+66+9.2%Added
C M Bidwell & Associates Ltd790$81.2K0.06%−307−28.0%Reduced
Northwest Financial Advisors821$84.4K0.07%+821New
Headlands Technologies LLC833$85.6K0.03%−1,662−66.6%Reduced
Signaturefd, LLC837$86.0K0.00%−49−5.5%Reduced
Chiron Investment Management, LLC851$87.5K0.03%−697−45.0%Reduced
IFP Advisors, Inc868$89.2K0.00%+374+75.7%Added
Global Wealth Management Investment Advisory, Inc.900$92.5K0.02%−50−5.3%Reduced