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, Q1 2024
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2024. 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
- 643
- +75 vs. Q4 2023
- Shares held
- 92.7M
- −2.84M (−3.0%) vs. Q4 2023
- Total value
- $12.0B
- +$2.16B (+21.9%) vs. Q4 2023
- New holders
- 134
- 180 more added
- Sold out
- 59
- 246 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 612 | $79.2K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 655 | $84.7K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 701 | $90.7K | 0.00% | +17+2.5% | Added |
| PEAK6 Investments LLC | 710 | $91.9K | 0.00% | +710 | New |
| Fifth Third Bancorp | 732 | $94.7K | 0.00% | +11+1.5% | Added |
| Nomura Asset Management Co Ltd | 760 | $98.3K | 0.00% | −290−27.6% | Reduced |
| Group One Trading, L.P. | 763 | $98.7K | 0.00% | +745+4,138.9% | Added |
| Farther Finance Advisors, LLC | 788 | $100.9K | 0.01% | +5+0.6% | Added |
| C M Bidwell & Associates Ltd | 780 | $100.9K | 0.07% | −10−1.3% | Reduced |
| Bessemer Group Inc | 811 | $105.0K | 0.00% | +624+333.7% | Added |
| Blue Chip Partners, Inc. | 850 | $110.0K | 0.01% | +850 | New |
| Fuller & Thaler Asset Management, Inc. | 856 | $110.7K | 0.00% | +856 | New |
| GAMMA Investing LLC | 873 | $112.9K | 0.02% | +106+13.8% | Added |
| Lindbrook Capital, LLC | 1,005 | $130.0K | 0.01% | +21+2.1% | Added |
| Salem Investment Counselors Inc | 1,074 | $138.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,140 | $147.5K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,161 | $150.2K | 0.09% | −148−11.3% | Reduced |
| State of Wyoming | 1,161 | $150.2K | 0.03% | +118+11.3% | Added |
| Global Trust Asset Management, LLC | 1,217 | $157.4K | 0.06% | −20−1.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $157.8K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,224 | $158.3K | 0.00% | +387+46.2% | Added |
| Jamison Private Wealth Management, Inc. | 1,266 | $163.8K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,276 | $165.1K | 0.01% | +85+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,279 | $165.5K | 0.00% | −369−22.4% | Reduced |
| Ossiam | 1,299 | $168.1K | 0.00% | −6,248−82.8% | Reduced |
| WR Wealth Planners, LLC | 1,345 | $174.0K | 0.05% | +1,345 | New |
| NDVR, Inc. | 1,550 | $200.5K | 0.19% | +1,550 | New |
| Alpine Woods Capital Investors, LLC | 1,700 | $202.5K | 0.04% | +1,700 | New |
| Gen-Wealth Partners Inc | 1,615 | $208.9K | 0.10% | +1,615 | New |
| Virtu Financial LLC | 1,613 | $209.0K | 0.02% | −17,351−91.5% | Reduced |
| Wesbanco Bank Inc | 1,618 | $209.3K | 0.01% | +1,618 | New |
| Fortem Financial Group, LLC | 1,635 | $211.5K | 0.09% | +1,635 | New |
| Morningstar Investment Management LLC | 1,651 | $214.0K | 0.02% | +1,651 | New |
| Old North State Trust, LLC | 1,658 | $214.0K | 0.18% | +1,658 | New |
| Old Port Advisors | 1,656 | $214.2K | 0.07% | +1,656 | New |
| Pacific Global Investment Management CO | 1,659 | $214.6K | 0.04% | +1,659 | New |
| Machina Capital S.A.S. | 1,663 | $215.1K | 0.11% | −3,500−67.8% | Reduced |
| Greenleaf Trust | 1,673 | $216.4K | 0.00% | +1,673 | New |
| Modera Wealth Management, LLC | 1,681 | $217.5K | 0.00% | +1,681 | New |
| Davenport & Co LLC | 1,690 | $218.6K | 0.00% | +1,690 | New |
| Peapack Gladstone Financial Corp | 1,700 | $220.0K | 0.00% | +1,700 | New |
| Ballentine Partners, LLC | 1,706 | $220.7K | 0.00% | +1,706 | New |
| Convergence Investment Partners, LLC | 1,711 | $221.0K | 0.08% | +1,711 | New |
| Corton Capital Inc. | 1,710 | $221.2K | 0.08% | −3,844−69.2% | Reduced |
| Invst, LLC | 1,735 | $222.1K | 0.03% | −10,961−86.3% | Reduced |
| Journey Strategic Wealth LLC | 1,727 | $223.4K | 0.01% | +1,727 | New |
| Brookstone Capital Management | 1,734 | $224.3K | 0.00% | +1,734 | New |
| Park Avenue Securities LLC | 1,749 | $226.0K | 0.00% | +1,749 | New |
| Claret Asset Management Corp | 1,749 | $226.0K | 0.04% | +1,749 | New |
| Quent Capital, LLC | 1,747 | $226.0K | 0.03% | −7−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,750 | $226.4K | 0.01% | +1,750 | New |
| Jacobi Capital Management LLC | 1,760 | $227.7K | 0.02% | +1,760 | New |
| Lincoln National Corp | 1,766 | $228.5K | 0.00% | −657−27.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,780 | $230.3K | 0.10% | +1,780 | New |
| Darwin Advisors, LLC | 1,795 | $232.2K | 0.06% | −720−28.6% | Reduced |
| Montgomery Investment Management Inc | 1,800 | $232.9K | 0.09% | +1,800 | New |
| Flputnam Investment Management Co | 1,813 | $234.5K | 0.00% | +1,813 | New |
| Trust Point Inc. | 1,885 | $243.9K | 0.02% | +1,885 | New |
| Panoramic Investment Advisors, LLC | 1,900 | $245.8K | 0.18% | −4,300−69.4% | Reduced |
| Daiwa Securities Group Inc. | 1,900 | $246.0K | 0.00% | +800+72.7% | Added |
| First Heartland Consultants, Inc. | 1,913 | $247.0K | 0.03% | +1,913 | New |
| Moors & Cabot, Inc. | 1,999 | $258.6K | 0.01% | −300−13.0% | Reduced |
| Toronto Dominion Bank | 2,000 | $258.7K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $258.7K | 0.05% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,001 | $258.9K | 0.14% | +2,001 | New |
| ISAM Funds (UK) Ltd | 2,048 | $264.9K | 0.15% | +2,048 | New |
| Private Trust Co NA | 2,054 | $265.7K | 0.03% | +286+16.2% | Added |
| Diametric Capital, LP | 2,098 | $271.4K | 0.15% | +2,098 | New |
| Omnia Family Wealth, LLC | 2,114 | $273.5K | 0.13% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,210 | $274.1K | 0.11% | +2,210 | New |
| E Fund Management Co., Ltd. | 2,182 | $282.3K | 0.02% | +2,182 | New |
| TownSquare Capital, LLC | 2,183 | $282.4K | 0.00% | +2,183 | New |
| KBC Group NV | 2,220 | $287.0K | 0.00% | −2,476−52.7% | Reduced |
| Harbour Investments, Inc. | 2,268 | $293.4K | 0.01% | +139+6.5% | Added |
| Steel Peak Wealth Management LLC | 2,273 | $294.1K | 0.02% | +2,273 | New |
| Harbour Capital Advisors, LLC | 2,375 | $295.0K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,281 | $295.1K | 0.03% | +233+11.4% | Added |
| Stratos Wealth Partners, LTD. | 2,312 | $299.2K | 0.00% | −36−1.5% | Reduced |
| Trajan Wealth LLC | 2,317 | $299.8K | 0.02% | +2,317 | New |
| Centaurus Financial, Inc. | 2,319 | $300.0K | 0.02% | +2,319 | New |
| Strategic Investment Advisors | 2,406 | $311.3K | 0.04% | +2,406 | New |
| IFP Advisors, Inc | 2,476 | $320.4K | 0.01% | +1,608+185.3% | Added |
| William Blair Investment Management, LLC | 2,478 | $320.6K | 0.00% | +29+1.2% | Added |
| Capula Management Ltd | 2,500 | $323.4K | 0.01% | −1,580−38.7% | Reduced |
| JB Capital LLC | 2,500 | $323.6K | 0.02% | +2,500 | New |
| RFG Advisory, LLC | 2,514 | $325.2K | 0.01% | −103−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $333.0K | 0.00% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 2,600 | $336.4K | 0.01% | +2,600 | New |
| Cooper Financial Group | 2,605 | $337.0K | 0.06% | −13−0.5% | Reduced |
| Evergreen Capital Management LLC | 2,640 | $341.5K | 0.01% | +106+4.2% | Added |
| VitalStone Financial, LLC | 2,650 | $343.0K | 0.26% | +2,650 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,660 | $344.1K | 0.09% | −593−18.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,664 | $344.6K | 0.01% | +2,664 | New |
| Raymond James Trust N.A. | 2,670 | $345.4K | 0.01% | +156+6.2% | Added |
| United Capital Financial Advisers, LLC | 2,676 | $346.2K | 0.00% | −219−7.6% | Reduced |
| Northern Oak Wealth Management Inc | 2,685 | $347.4K | 0.04% | −70−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,694 | $348.5K | 0.04% | −1,928−41.7% | Reduced |
| Paragon Capital Management Ltd | 2,702 | $349.7K | 0.06% | +4+0.1% | Added |
| Vontobel Holding Ltd. | 2,717 | $351.5K | 0.00% | −848−23.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,736 | $354.0K | 0.02% | +615+29.0% | Added |