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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 4,358 | $448.0K | 0.04% | +274+6.7% | Added |
| Shell Asset Management Co | 4,387 | $451.0K | 0.02% | −1,319−23.1% | Reduced |
| Advisory Services Network, LLC | 4,416 | $453.9K | 0.01% | +1,496+51.2% | Added |
| Thoroughbred Financial Services, LLC | 4,435 | $455.0K | 0.04% | +1,000+29.1% | Added |
| Gratus Wealth Advisors, LLC | 4,570 | $469.8K | 0.09% | +4,570 | New |
| Scientech Research LLC | 4,589 | $471.7K | 0.47% | +4,589 | New |
| Oak Asset Management, LLC | 4,600 | $472.8K | 0.19% | −1,500−24.6% | Reduced |
| Spouting Rock Asset Management, LLC | 4,618 | $474.7K | 0.17% | +4,618 | New |
| Kingswood Wealth Advisors, LLC | 4,622 | $475.1K | 0.05% | +867+23.1% | Added |
| Inceptionr LLC | 4,677 | $480.7K | 0.34% | +1,521+48.2% | Added |
| KBC Group NV | 4,696 | $483.0K | 0.00% | +445+10.5% | Added |
| Shelton Capital Management | 4,720 | $485.2K | 0.02% | −87−1.8% | Reduced |
| Custom Index Systems, LLC | 4,751 | $488.4K | 0.31% | +4,751 | New |
| Stamos Capital Partners, L.P. | 4,810 | $494.4K | 0.13% | −5,790−54.6% | Reduced |
| WESPAC Advisors, LLC | 4,836 | $497.1K | 0.35% | +4,836 | New |
| Key Financial Inc | 4,871 | $500.7K | 0.14% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,913 | $505.0K | 0.01% | +4,913 | New |
| ABS Direct Equity Fund LLC | 5,000 | $514.0K | 0.48% | +5,000 | New |
| Cito Capital Group, LLC | 5,000 | $514.0K | 0.22% | −2,000−28.6% | Reduced |
| PDT Partners, LLC | 5,106 | $524.8K | 0.06% | −20,194−79.8% | Reduced |
| Machina Capital S.A.S. | 5,163 | $530.7K | 0.34% | +5,163 | New |
| Merit Financial Group, LLC | 5,180 | $532.4K | 0.02% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 5,253 | $540.0K | 0.01% | +5,253 | New |
| Brinker Capital Investments, LLC | 5,376 | $549.2K | 0.01% | +1,218+29.3% | Added |
| Orion Portfolio Solutions, LLC | 5,376 | $549.2K | 0.01% | +1,218+29.3% | Added |
| Blair William & Co | 5,426 | $557.7K | 0.00% | +1,967+56.9% | Added |
| Hodges Capital Management Inc. | 5,436 | $559.0K | 0.03% | −2,289−29.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 5,509 | $566.0K | 0.23% | +5,509 | New |
| Wedbush Securities Inc | 5,525 | $568.0K | 0.03% | +5,525 | New |
| Elevated Capital Advisors, LLC | 5,546 | $570.1K | 0.18% | −59−1.1% | Reduced |
| Corton Capital Inc. | 5,554 | $570.9K | 0.18% | −2,312−29.4% | Reduced |
| ProShare Advisors LLC | 5,654 | $581.2K | 0.00% | −251−4.3% | Reduced |
| Assetmark, Inc | 5,807 | $596.9K | 0.00% | +5,804+193,466.7% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $606.5K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,900 | $606.5K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,970 | $613.7K | 0.01% | +516+9.5% | Added |
| AXS Investments LLC | 6,000 | $616.7K | 0.15% | +6,000 | New |
| Lyell Wealth Management, LP | 6,050 | $621.9K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,125 | $629.6K | 0.01% | +6,125 | New |
| Panoramic Investment Advisors, LLC | 6,200 | $637.3K | 0.55% | +100+1.6% | Added |
| U S Global Investors Inc | 6,200 | $637.3K | 0.04% | +1,900+44.2% | Added |
| Level Four Advisory Services, LLC | 6,380 | $655.8K | 0.04% | −2,856−30.9% | Reduced |
| Diker Management LLC | 6,400 | $657.9K | 0.54% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,722 | $659.0K | 0.01% | −4,456−39.9% | Reduced |
| Creative Planning | 6,416 | $659.5K | 0.00% | +1,454+29.3% | Added |
| Millennium Management LLC | 6,418 | $659.7K | 0.00% | −600,500−98.9% | Reduced |
| River Wealth Advisors LLC | 6,557 | $674.0K | 0.11% | −250−3.7% | Reduced |
| Vident Advisory, LLC | 6,626 | $681.1K | 0.02% | +1,017+18.1% | Added |
| MQS Management LLC | 6,645 | $683.0K | 0.38% | −2,255−25.3% | Reduced |
| EMC Capital Management | 6,714 | $690.0K | 0.46% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,744 | $693.2K | 0.06% | +213+3.3% | Added |
| Penserra Capital Management LLC | 6,772 | $696.0K | 0.01% | −751−10.0% | Reduced |
| Cannell Peter B & Co Inc | 6,850 | $704.1K | 0.02% | +200+3.0% | Added |
| Jaffetilchin Investment Partners, LLC | 6,887 | $707.9K | 0.07% | +17+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 7,150 | $734.9K | 0.27% | +1,025+16.7% | Added |
| Atlas Capital Advisors LLC | 7,395 | $760.1K | 0.11% | +417+6.0% | Added |
| Connectus Wealth, LLC | 7,400 | $760.6K | 0.02% | −2,980−28.7% | Reduced |
| Ossiam | 7,547 | $775.8K | 0.01% | +4,159+122.8% | Added |
| Crossmark Global Holdings, Inc. | 7,798 | $802.0K | 0.02% | −825−9.6% | Reduced |
| Chapin Davis, Inc. | 7,808 | $802.6K | 0.34% | −145−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 7,813 | $803.1K | 0.02% | −3,507−31.0% | Reduced |
| Two Sigma Securities, LLC | 7,870 | $809.0K | 0.04% | +7,870 | New |
| XTX Topco Ltd | 8,027 | $825.1K | 0.18% | +4,907+157.3% | Added |
| Advisors Asset Management, Inc. | 8,077 | $830.2K | 0.02% | −446−5.2% | Reduced |
| Vestcor Inc | 8,087 | $831.0K | 0.03% | +397+5.2% | Added |
| DekaBank Deutsche Girozentrale | 8,103 | $836.0K | 0.00% | +5,327+191.9% | Added |
| Cerity Partners LLC | 8,433 | $866.8K | 0.00% | +4,291+103.6% | Added |
| Kestra Advisory Services, LLC | 8,519 | $875.7K | 0.01% | +4,049+90.6% | Added |
| Storebrand Asset Management AS | 8,531 | $876.9K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 8,600 | $884.0K | 0.07% | −1,500−14.9% | Reduced |
| Maryland State Retirement & Pension System | 8,601 | $884.1K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 9,070 | $932.3K | 0.03% | −103−1.1% | Reduced |
| Great Lakes Retirement, Inc. | 9,292 | $955.1K | 0.16% | +320+3.6% | Added |
| Greenland Capital Management LP | 9,354 | $961.5K | 0.15% | +9,354 | New |
| Cetera Advisor Networks LLC | 9,438 | $970.1K | 0.01% | −1,538−14.0% | Reduced |
| Captrust Financial Advisors | 9,441 | $970.4K | 0.00% | +1,439+18.0% | Added |
| TrimTabs Asset Management, LLC | 9,527 | $979.3K | 0.28% | +9,527 | New |
| May Barnhard Investments LLC | 9,725 | $999.6K | 0.51% | +9,725 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,800 | $1.01M | 0.00% | +1,440+17.2% | Added |
| ClearAlpha Technologies LP | 9,898 | $1.02M | 0.39% | +9,898 | New |
| Edgestream Partners, L.P. | 10,104 | $1.04M | 0.07% | +10,104 | New |
| Winton Group Ltd | 10,196 | $1.05M | 0.08% | −2,791−21.5% | Reduced |
| Capital Insight Partners, LLC | 10,206 | $1.05M | 0.21% | +994+10.8% | Added |
| MML Investors Services, LLC | 10,584 | $1.09M | 0.01% | +4,952+87.9% | Added |
| Castlekeep Investment Advisors LLC | 10,698 | $1.10M | 0.78% | +10,698 | New |
| MRP Capital Investments, LLC | 11,060 | $1.14M | 1.23% | −10,518−48.7% | Reduced |
| Mercer Global Advisors Inc | 11,158 | $1.15M | 0.00% | +709+6.8% | Added |
| QRG Capital Management, Inc. | 11,287 | $1.16M | 0.02% | +1,510+15.4% | Added |
| MorganRosel Wealth Management, LLC | 11,384 | $1.17M | 0.45% | +3,249+39.9% | Added |
| Stifel Financial Corp | 11,452 | $1.18M | 0.00% | +6,518+132.1% | Added |
| State of Alaska, Department of Revenue | 11,611 | $1.19M | 0.01% | −1,385−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,606 | $1.19M | 0.01% | +26+0.2% | Added |
| L2 Asset Management, LLC | 11,752 | $1.21M | 0.50% | +11,506+4,677.2% | Added |
| Ontario Teachers Pension Plan Board | 11,904 | $1.22M | 0.01% | −15,871−57.1% | Reduced |
| Bank Ozk | 11,934 | $1.23M | 0.60% | +710+6.3% | Added |
| Public Employees Retirement Association of Colorado | 12,074 | $1.24M | 0.01% | −876−6.8% | Reduced |
| Invst, LLC | 12,696 | $1.25M | 0.16% | −154−1.2% | Reduced |
| New York Life Investment Management LLC | 12,342 | $1.27M | 0.01% | +796+6.9% | Added |
| Verition Fund Management LLC | 12,464 | $1.28M | 0.01% | +1,444+13.1% | Added |
| AIA Group Ltd | 12,817 | $1.32M | 0.05% | −3,683−22.3% | Reduced |