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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 984 | $101.1K | 0.01% | −695−41.4% | Reduced |
| State of Wyoming | 1,043 | $107.2K | 0.02% | −1,136−52.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,050 | $107.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,063 | $109.3K | 0.00% | −3,884−78.5% | Reduced |
| Salem Investment Counselors Inc | 1,074 | $110.4K | 0.00% | −10−0.9% | Reduced |
| Daiwa Securities Group Inc. | 1,100 | $113.0K | 0.00% | +1,100 | New |
| Plato Investment Management Ltd | 1,140 | $117.2K | 0.14% | +1,140 | New |
| Quadrant Capital Group LLC | 1,191 | $122.4K | 0.01% | +91+8.3% | Added |
| Western Pacific Wealth Management, LP | 1,220 | $125.4K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,237 | $127.2K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,266 | $130.1K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,309 | $134.6K | 0.09% | +893+214.7% | Added |
| Planned Solutions, Inc. | 1,404 | $144.3K | 0.07% | +1,404 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,582 | $162.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,591 | $163.5K | 0.00% | −1,371−46.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,648 | $169.4K | 0.00% | −8,931−84.4% | Reduced |
| Quent Capital, LLC | 1,754 | $180.3K | 0.02% | +36+2.1% | Added |
| Private Trust Co NA | 1,768 | $181.7K | 0.02% | +345+24.2% | Added |
| Aristides Capital LLC | 1,956 | $201.1K | 0.10% | +1,956 | New |
| Toronto Dominion Bank | 2,000 | $205.6K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $205.6K | 0.04% | +2,000 | New |
| Transcend Wealth Collective, LLC | 2,000 | $205.6K | 0.02% | +2,000 | New |
| Silverlake Wealth Management LLC | 2,000 | $205.6K | 0.11% | +2,000 | New |
| Ellis Investment Partners, LLC | 2,036 | $209.2K | 0.05% | +2,036 | New |
| Atomi Financial Group, Inc. | 2,048 | $210.5K | 0.03% | +2,048 | New |
| Omnia Family Wealth, LLC | 2,114 | $217.3K | 0.11% | −3,849−64.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,121 | $218.1K | 0.02% | +2,121 | New |
| Harbour Investments, Inc. | 2,129 | $218.9K | 0.01% | −148−6.5% | Reduced |
| Cetera Investment Advisers | 2,144 | $220.3K | 0.00% | +2,144 | New |
| Vinva Investment Management Ltd | 1,463 | $220.8K | 0.02% | −1,793−55.1% | Reduced |
| Harbour Capital Advisors, LLC | 2,375 | $235.1K | 0.06% | +2,375 | New |
| Caldwell Trust Co | 2,292 | $235.6K | 0.03% | +945+70.2% | Added |
| Moors & Cabot, Inc. | 2,299 | $236.3K | 0.01% | +2,299 | New |
| CBOE Vest Financial, LLC | 2,312 | $237.7K | 0.01% | +2,312 | New |
| Campbell & CO Investment Adviser LLC | 2,330 | $239.5K | 0.02% | +2,330 | New |
| Stratos Wealth Partners, LTD. | 2,348 | $241.4K | 0.00% | +2,348 | New |
| Covestor Ltd | 2,360 | $243.0K | 0.17% | +570+31.8% | Added |
| Lincoln National Corp | 2,423 | $249.0K | 0.00% | +2,423 | New |
| Aigen Investment Management, LP | 2,426 | $249.4K | 0.04% | −9,061−78.9% | Reduced |
| Oracle Alpha Inc. | 2,429 | $249.7K | 0.32% | +2,429 | New |
| William Blair Investment Management, LLC | 2,449 | $251.7K | 0.00% | −1,001−29.0% | Reduced |
| Ieq Capital, LLC | 2,493 | $256.3K | 0.00% | +2,493 | New |
| Polymer Capital Management (HK) LTD | 2,500 | $257.0K | 0.09% | +2,500 | New |
| Raymond James Trust N.A. | 2,514 | $258.4K | 0.01% | +2,514 | New |
| Darwin Advisors, LLC | 2,515 | $258.5K | 0.07% | −251−9.1% | Reduced |
| Evergreen Capital Management LLC | 2,534 | $260.5K | 0.01% | +2,534 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $265.0K | 0.00% | +2,575 | New |
| Diversified Trust Co | 2,582 | $265.4K | 0.01% | +2,582 | New |
| Atria Wealth Solutions, Inc. | 2,606 | $267.9K | 0.00% | +2,606 | New |
| RFG Advisory, LLC | 2,617 | $268.9K | 0.01% | −8,433−76.3% | Reduced |
| Cooper Financial Group | 2,618 | $269.1K | 0.05% | −683−20.7% | Reduced |
| Lebenthal Global Advisors, LLC | 2,646 | $272.0K | 0.06% | +2,646 | New |
| Paragon Capital Management Ltd | 2,698 | $277.3K | 0.06% | −693−20.4% | Reduced |
| Northern Oak Wealth Management Inc | 2,755 | $283.2K | 0.03% | −485−15.0% | Reduced |
| Arden Trust Co | 2,870 | $295.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,895 | $297.6K | 0.00% | +2,895 | New |
| Petrus Trust Company, LTA | 2,967 | $305.0K | 0.03% | −2,566−46.4% | Reduced |
| Leavell Investment Management, Inc. | 3,000 | $308.0K | 0.02% | +3,000 | New |
| Arlington Trust Co LLC | 3,000 | $308.4K | 0.09% | +3,000 | New |
| CIBC Asset Management Inc | 3,026 | $311.0K | 0.00% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 3,056 | $314.1K | 0.27% | +251+8.9% | Added |
| Kestra Private Wealth Services, LLC | 3,152 | $324.0K | 0.01% | +3,152 | New |
| Engineers Gate Manager LP | 3,195 | $328.4K | 0.01% | −15,530−82.9% | Reduced |
| Dark Forest Capital Management LP | 3,233 | $332.3K | 0.05% | −17,065−84.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,253 | $334.4K | 0.09% | +8+0.2% | Added |
| USA Financial Portformulas Corp | 3,330 | $342.3K | 0.06% | +2,002+150.8% | Added |
| Forum Financial Management, LP | 3,353 | $344.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,360 | $345.4K | 0.01% | −700−17.2% | Reduced |
| Profund Advisors LLC | 3,490 | $358.7K | 0.02% | +525+17.7% | Added |
| Change Path, LLC | 3,518 | $362.0K | 0.02% | +3,518 | New |
| Asset Management Resources, LLC | 3,547 | $364.6K | 0.21% | −1,526−30.1% | Reduced |
| Pitcairn Co | 3,553 | $365.2K | 0.03% | +34+1.0% | Added |
| Jmac Enterprises LLC | 3,557 | $365.6K | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,565 | $366.4K | 0.00% | +3,565 | New |
| Kapitalo Investimentos Ltda | 3,566 | $366.5K | 0.08% | −1,715−32.5% | Reduced |
| Mach-1 Financial Group, Inc. | 3,595 | $369.5K | 0.14% | +3,595 | New |
| US Bancorp | 3,612 | $371.3K | 0.00% | −67−1.8% | Reduced |
| Commerce Bank | 3,640 | $374.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,664 | $376.6K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,700 | $380.3K | 0.12% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,706 | $380.9K | 0.21% | +3,706 | New |
| Brown Advisory Inc | 3,718 | $382.2K | 0.00% | −1,399−27.3% | Reduced |
| Belpointe Asset Management LLC | 3,726 | $383.1K | 0.03% | +384+11.5% | Added |
| CWM, LLC | 3,732 | $384.0K | 0.00% | +1,361+57.4% | Added |
| CWM Advisors, LLC | 3,740 | $384.4K | 0.04% | −401−9.7% | Reduced |
| Childress Capital Advisors, LLC | 3,746 | $385.1K | 0.11% | +3,746 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $387.5K | 0.10% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,785 | $389.1K | 0.07% | −5,024−57.0% | Reduced |
| Alps Advisors Inc | 3,895 | $400.4K | 0.00% | −221−5.4% | Reduced |
| ORG Partners LLC | 3,918 | $402.9K | 0.07% | +1,965+100.6% | Added |
| SG Americas Securities, LLC | 3,999 | $411.0K | 0.00% | +1,275+46.8% | Added |
| CI Private Wealth, LLC | 4,038 | $415.1K | 0.00% | +4,038 | New |
| Capula Management Ltd | 4,080 | $419.4K | 0.03% | +580+16.6% | Added |
| Alpha DNA Investment Management LLC | 4,108 | $422.3K | 0.25% | +1,338+48.3% | Added |
| Ci Investments Inc. | 4,129 | $424.0K | 0.00% | −480−10.4% | Reduced |
| Ethic Inc. | 4,152 | $426.8K | 0.01% | +4,152 | New |
| Compass Wealth Management LLC | 4,195 | $431.2K | 0.12% | −1,000−19.2% | Reduced |
| Baader Bank INC | 4,200 | $431.7K | 0.04% | +4,200 | New |
| Harvest Fund Management Co., Ltd | 4,266 | $439.0K | 0.07% | +1,791+72.4% | Added |
| AE Wealth Management LLC | 4,472 | $440.4K | 0.00% | +179+4.2% | Added |