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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 2,746 | $355.2K | 0.00% | +140+5.4% | Added |
| Ieq Capital, LLC | 2,747 | $355.4K | 0.01% | +254+10.2% | Added |
| Arlington Trust Co LLC | 2,850 | $368.7K | 0.09% | −150−5.0% | Reduced |
| Arden Trust Co | 2,870 | $371.3K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,913 | $376.9K | 0.00% | −982−25.2% | Reduced |
| Lebenthal Global Advisors, LLC | 2,929 | $378.9K | 0.08% | +283+10.7% | Added |
| Ashton Thomas Private Wealth, LLC | 2,995 | $387.5K | 0.02% | +2,995 | New |
| Leavell Investment Management, Inc. | 3,000 | $388.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,026 | $391.5K | 0.00% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 3,056 | $395.4K | 0.31% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,187 | $412.0K | 0.00% | −942−22.8% | Reduced |
| D. E. Shaw & Co., Inc. | 3,195 | $413.3K | 0.00% | −44,288−93.3% | Reduced |
| Bridgefront Capital, LLC | 3,259 | $421.6K | 0.32% | +3,259 | New |
| SG Americas Securities, LLC | 3,264 | $422.0K | 0.00% | −735−18.4% | Reduced |
| Entropy Technologies, LP | 3,278 | $424.1K | 0.05% | +3,278 | New |
| Jump Financial, LLC | 3,304 | $427.4K | 0.01% | +3,304 | New |
| Forum Financial Management, LP | 3,353 | $433.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,360 | $434.7K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,364 | $435.2K | 0.41% | +3,364 | New |
| Pitcairn Co | 3,384 | $437.8K | 0.03% | −169−4.8% | Reduced |
| Prelude Capital Management, LLC | 3,464 | $448.1K | 0.03% | +3,464 | New |
| Oxford Asset Management LLP | 3,529 | $456.5K | 0.49% | +3,529 | New |
| US Bancorp | 3,555 | $459.9K | 0.00% | −57−1.6% | Reduced |
| Jmac Enterprises LLC | 3,557 | $460.2K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,606 | $466.5K | 0.00% | −5,835−61.8% | Reduced |
| Childress Capital Advisors, LLC | 3,617 | $467.9K | 0.14% | −129−3.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,626 | $469.0K | 0.23% | −1,883−34.2% | Reduced |
| Commerce Bank | 3,643 | $471.3K | 0.00% | +3+0.1% | Added |
| Kestra Private Wealth Services, LLC | 3,674 | $475.3K | 0.01% | +522+16.6% | Added |
| Sherbrooke Park Advisers LLC | 3,680 | $476.1K | 0.09% | +3,680 | New |
| Westover Capital Advisors, LLC | 3,700 | $478.7K | 0.14% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $487.7K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 3,771 | $488.0K | 0.02% | +253+7.2% | Added |
| Ellis Investment Partners, LLC | 3,780 | $489.0K | 0.11% | +1,744+85.7% | Added |
| Paloma Partners Management Co | 3,816 | $493.7K | 0.07% | +3,816 | New |
| Foundations Investment Advisors, LLC | 3,848 | $497.8K | 0.01% | +3,848 | New |
| Stamos Capital Partners, L.P. | 3,850 | $498.1K | 0.11% | −960−20.0% | Reduced |
| Belpointe Asset Management LLC | 3,894 | $503.8K | 0.04% | +168+4.5% | Added |
| CI Private Wealth, LLC | 3,904 | $505.1K | 0.00% | −134−3.3% | Reduced |
| Maven Securities LTD | 4,000 | $517.5K | 0.03% | +4,000 | New |
| Compass Wealth Management LLC | 4,070 | $526.5K | 0.13% | −125−3.0% | Reduced |
| Fiduciary Trust Co | 4,074 | $527.1K | 0.01% | +410+11.2% | Added |
| Delap Wealth Advisory, LLC | 4,117 | $532.6K | 0.22% | +4,117 | New |
| Profund Advisors LLC | 4,127 | $533.9K | 0.02% | +637+18.3% | Added |
| Gratus Wealth Advisors, LLC | 4,758 | $538.4K | 0.10% | +188+4.1% | Added |
| Caldwell Trust Co | 4,191 | $542.2K | 0.06% | +1,899+82.9% | Added |
| Veriti Management LLC | 4,218 | $545.7K | 0.04% | −140−3.2% | Reduced |
| Natixis | 4,273 | $552.8K | 0.00% | −18,667−81.4% | Reduced |
| Brown Advisory Inc | 4,361 | $564.2K | 0.00% | +643+17.3% | Added |
| Custom Index Systems, LLC | 4,374 | $565.9K | 0.32% | −377−7.9% | Reduced |
| Two Sigma Securities, LLC | 4,462 | $577.2K | 0.03% | −3,408−43.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,484 | $580.5K | 0.01% | +4,484 | New |
| Transcend Wealth Collective, LLC | 4,500 | $582.2K | 0.05% | +2,500+125.0% | Added |
| Concurrent Investment Advisors, LLC | 4,505 | $582.8K | 0.02% | +4,505 | New |
| Aigen Investment Management, LP | 4,518 | $584.5K | 0.13% | +2,092+86.2% | Added |
| Oak Asset Management, LLC | 4,600 | $595.1K | 0.22% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 4,611 | $596.5K | 0.06% | +4,611 | New |
| Thoroughbred Financial Services, LLC | 4,627 | $598.0K | 0.06% | +192+4.3% | Added |
| Kingsview Wealth Management, LLC | 4,631 | $599.1K | 0.02% | +4,631 | New |
| Shelton Capital Management | 4,635 | $599.6K | 0.02% | −85−1.8% | Reduced |
| Eqis Capital Management, Inc. | 4,830 | $624.9K | 0.05% | −1,914−28.4% | Reduced |
| Atom Investors LP | 4,870 | $630.0K | 0.08% | +4,870 | New |
| Key Financial Inc | 4,871 | $630.2K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 4,980 | $644.3K | 0.08% | +4,980 | New |
| Cito Capital Group, LLC | 5,000 | $647.0K | 0.27% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,644 | $650.0K | 0.03% | +1,257+28.7% | Added |
| ClearAlpha Technologies LP | 5,059 | $654.5K | 0.28% | −4,839−48.9% | Reduced |
| ProShare Advisors LLC | 5,087 | $658.1K | 0.00% | −567−10.0% | Reduced |
| Counterpoint Mutual Funds LLC | 5,199 | $672.6K | 0.16% | +5,199 | New |
| Level Four Advisory Services, LLC | 6,574 | $675.7K | 0.04% | +194+3.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,349 | $691.9K | 0.18% | +5,349 | New |
| Hilltop National Bank | 5,379 | $695.9K | 0.24% | +5,379 | New |
| Elevated Capital Advisors, LLC | 5,414 | $700.4K | 0.20% | −132−2.4% | Reduced |
| Blair William & Co | 5,445 | $704.4K | 0.00% | +19+0.4% | Added |
| Independent Financial Group, LLC | 5,450 | $705.1K | 0.03% | +5,450 | New |
| Merit Financial Group, LLC | 5,804 | $717.6K | 0.02% | +624+12.0% | Added |
| U S Global Investors Inc | 5,550 | $718.0K | 0.06% | −650−10.5% | Reduced |
| Ethic Inc. | 5,568 | $720.3K | 0.02% | +1,416+34.1% | Added |
| Advisory Services Network, LLC | 5,590 | $723.2K | 0.02% | +1,174+26.6% | Added |
| Chapin Davis, Inc. | 5,808 | $751.4K | 0.27% | −2,000−25.6% | Reduced |
| Diversified Trust Co | 5,826 | $753.7K | 0.02% | +3,244+125.6% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $763.3K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,900 | $763.3K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,978 | $773.4K | 0.45% | +1,142+23.6% | Added |
| Lyell Wealth Management, LP | 6,050 | $782.7K | 0.08% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 6,213 | $803.8K | 0.87% | +6,213 | New |
| We Are One Seven, LLC | 6,215 | $804.0K | 0.04% | +6,215 | New |
| Brinker Capital Investments, LLC | 6,270 | $811.2K | 0.01% | +894+16.6% | Added |
| Orion Portfolio Solutions, LLC | 6,270 | $811.2K | 0.01% | +894+16.6% | Added |
| Diker Management LLC | 6,400 | $828.0K | 0.67% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,446 | $834.0K | 0.07% | +2,180+51.1% | Added |
| River Wealth Advisors LLC | 6,507 | $841.8K | 0.12% | −50−0.8% | Reduced |
| CSS LLC | 6,600 | $853.8K | 0.07% | −2,000−23.3% | Reduced |
| Bayesian Capital Management, LP | 6,629 | $857.6K | 0.08% | +6,629 | New |
| Beck Bode, LLC | 6,645 | $859.6K | 0.18% | +6,645 | New |
| Winton Group Ltd | 6,659 | $861.5K | 0.06% | −3,537−34.7% | Reduced |
| Fox Run Management, L.L.C. | 6,693 | $865.9K | 0.19% | +6,693 | New |
| Axq Capital, LP | 6,800 | $879.7K | 0.21% | −6,600−49.3% | Reduced |
| Advisors Asset Management, Inc. | 6,849 | $886.1K | 0.02% | −1,228−15.2% | Reduced |
| Spears Abacus Advisors LLC | 6,850 | $886.2K | 0.02% | +6,850 | New |