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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 11,280 | $1.46M | 0.01% | −794−6.6% | Reduced |
| Federated Hermes, Inc. | 11,276 | $1.46M | 0.00% | −3,348−22.9% | Reduced |
| Gsa Capital Partners LLP | 11,143 | $1.44M | 0.11% | −5,151−31.6% | Reduced |
| MorganRosel Wealth Management, LLC | 10,894 | $1.41M | 0.50% | −490−4.3% | Reduced |
| Lifestyle Asset Management, Inc. | 10,809 | $1.40M | 0.83% | +10,809 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,780 | $1.39M | 0.00% | −5,267−32.8% | Reduced |
| DRW Securities, LLC | 10,720 | $1.39M | 0.08% | +10,720 | New |
| Summit Global Investments | 10,654 | $1.38M | 0.10% | +10,654 | New |
| MRP Capital Investments, LLC | 10,555 | $1.37M | 1.37% | −505−4.6% | Reduced |
| BLB&B Advisors, LLC | 10,381 | $1.34M | 0.08% | −10,280−49.8% | Reduced |
| Danske Bank A/S | 9,682 | $1.25M | 0.00% | +9,682 | New |
| Great Lakes Retirement, Inc. | 9,670 | $1.25M | 0.19% | +378+4.1% | Added |
| CWM Advisors, LLC | 9,661 | $1.25M | 0.13% | +5,921+158.3% | Added |
| Asset Management One Co.,Ltd. | 9,537 | $1.23M | 0.00% | +9,537 | New |
| Engineers Gate Manager LP | 9,486 | $1.23M | 0.03% | +6,291+196.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,353 | $1.21M | 0.00% | −2,253−19.4% | Reduced |
| Axxcess Wealth Management, LLC | 9,268 | $1.20M | 0.03% | +1,455+18.6% | Added |
| Bryn Mawr Trust Co | 8,989 | $1.16M | 0.04% | +8,989 | New |
| May Barnhard Investments LLC | 8,750 | $1.13M | 0.57% | −975−10.0% | Reduced |
| Securian Asset Management, Inc | 8,576 | $1.11M | 0.03% | −494−5.4% | Reduced |
| D.A. Davidson & Co. | 8,137 | $1.05M | 0.01% | +2,012+32.8% | Added |
| Creative Planning | 8,113 | $1.05M | 0.00% | +1,697+26.4% | Added |
| GWM Advisors LLC | 8,086 | $1.05M | 0.01% | +1,364+20.3% | Added |
| Vestcor Inc | 8,087 | $1.05M | 0.04% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 7,923 | $1.02M | 0.00% | −608−7.1% | Reduced |
| Atlas Capital Advisors LLC | 7,919 | $1.02M | 0.16% | +524+7.1% | Added |
| Castlekeep Investment Advisors LLC | 7,874 | $1.02M | 0.73% | −2,824−26.4% | Reduced |
| Wedbush Securities Inc | 7,837 | $1.01M | 0.04% | +2,312+41.8% | Added |
| Crossmark Global Holdings, Inc. | 7,808 | $1.01M | 0.02% | +10+0.1% | Added |
| Balyasny Asset Management LLC | 7,711 | $997.6K | 0.00% | −138,728−94.7% | Reduced |
| Intech Investment Management LLC | 7,514 | $972.1K | 0.01% | +7,514 | New |
| EMC Capital Management | 7,505 | $971.0K | 0.58% | +791+11.8% | Added |
| Shay Capital LLC | 7,500 | $970.3K | 0.28% | +7,500 | New |
| Maryland State Retirement & Pension System | 8,501 | $958.7K | 0.02% | −100−1.2% | Reduced |
| CWM, LLC | 7,341 | $950.0K | 0.00% | +3,609+96.7% | Added |
| DekaBank Deutsche Girozentrale | 7,457 | $946.0K | 0.00% | −646−8.0% | Reduced |
| Alpha DNA Investment Management LLC | 7,164 | $926.8K | 0.51% | +3,056+74.4% | Added |
| Penserra Capital Management LLC | 7,128 | $921.0K | 0.01% | +356+5.3% | Added |
| CBOE Vest Financial, LLC | 7,009 | $906.8K | 0.02% | +4,697+203.2% | Added |
| AXS Investments LLC | 7,000 | $905.6K | 0.22% | +1,000+16.7% | Added |
| GTS Securities LLC | 6,988 | $904.0K | 0.02% | +6,988 | New |
| Brown, Lisle/Cummings, Inc. | 6,900 | $892.7K | 0.30% | −250−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,900 | $892.6K | 0.08% | +13+0.2% | Added |
| Spears Abacus Advisors LLC | 6,850 | $886.2K | 0.02% | +6,850 | New |
| Advisors Asset Management, Inc. | 6,849 | $886.1K | 0.02% | −1,228−15.2% | Reduced |
| Axq Capital, LP | 6,800 | $879.7K | 0.21% | −6,600−49.3% | Reduced |
| Fox Run Management, L.L.C. | 6,693 | $865.9K | 0.19% | +6,693 | New |
| Winton Group Ltd | 6,659 | $861.5K | 0.06% | −3,537−34.7% | Reduced |
| Beck Bode, LLC | 6,645 | $859.6K | 0.18% | +6,645 | New |
| Bayesian Capital Management, LP | 6,629 | $857.6K | 0.08% | +6,629 | New |
| CSS LLC | 6,600 | $853.8K | 0.07% | −2,000−23.3% | Reduced |
| River Wealth Advisors LLC | 6,507 | $841.8K | 0.12% | −50−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 6,446 | $834.0K | 0.07% | +2,180+51.1% | Added |
| Diker Management LLC | 6,400 | $828.0K | 0.67% | 00.0% | Unchanged |
| 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 |
| We Are One Seven, LLC | 6,215 | $804.0K | 0.04% | +6,215 | New |
| HGI Capital Management, LLC | 6,213 | $803.8K | 0.87% | +6,213 | New |
| Lyell Wealth Management, LP | 6,050 | $782.7K | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,978 | $773.4K | 0.45% | +1,142+23.6% | 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 |
| Diversified Trust Co | 5,826 | $753.7K | 0.02% | +3,244+125.6% | Added |
| Chapin Davis, Inc. | 5,808 | $751.4K | 0.27% | −2,000−25.6% | Reduced |
| Advisory Services Network, LLC | 5,590 | $723.2K | 0.02% | +1,174+26.6% | Added |
| Ethic Inc. | 5,568 | $720.3K | 0.02% | +1,416+34.1% | Added |
| U S Global Investors Inc | 5,550 | $718.0K | 0.06% | −650−10.5% | Reduced |
| Merit Financial Group, LLC | 5,804 | $717.6K | 0.02% | +624+12.0% | Added |
| Independent Financial Group, LLC | 5,450 | $705.1K | 0.03% | +5,450 | New |
| Blair William & Co | 5,445 | $704.4K | 0.00% | +19+0.4% | Added |
| Elevated Capital Advisors, LLC | 5,414 | $700.4K | 0.20% | −132−2.4% | Reduced |
| Hilltop National Bank | 5,379 | $695.9K | 0.24% | +5,379 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,349 | $691.9K | 0.18% | +5,349 | New |
| Level Four Advisory Services, LLC | 6,574 | $675.7K | 0.04% | +194+3.0% | Added |
| Counterpoint Mutual Funds LLC | 5,199 | $672.6K | 0.16% | +5,199 | New |
| ProShare Advisors LLC | 5,087 | $658.1K | 0.00% | −567−10.0% | Reduced |
| ClearAlpha Technologies LP | 5,059 | $654.5K | 0.28% | −4,839−48.9% | Reduced |
| Shell Asset Management Co | 5,644 | $650.0K | 0.03% | +1,257+28.7% | Added |
| Cito Capital Group, LLC | 5,000 | $647.0K | 0.27% | 00.0% | Unchanged |
| Forte Capital LLC | 4,980 | $644.3K | 0.08% | +4,980 | New |
| Key Financial Inc | 4,871 | $630.2K | 0.16% | 00.0% | Unchanged |
| Atom Investors LP | 4,870 | $630.0K | 0.08% | +4,870 | New |
| Eqis Capital Management, Inc. | 4,830 | $624.9K | 0.05% | −1,914−28.4% | Reduced |
| Shelton Capital Management | 4,635 | $599.6K | 0.02% | −85−1.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,631 | $599.1K | 0.02% | +4,631 | New |
| Thoroughbred Financial Services, LLC | 4,627 | $598.0K | 0.06% | +192+4.3% | Added |
| Nicholas Investment Partners, LP | 4,611 | $596.5K | 0.06% | +4,611 | New |
| Oak Asset Management, LLC | 4,600 | $595.1K | 0.22% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,518 | $584.5K | 0.13% | +2,092+86.2% | Added |
| Concurrent Investment Advisors, LLC | 4,505 | $582.8K | 0.02% | +4,505 | New |
| Transcend Wealth Collective, LLC | 4,500 | $582.2K | 0.05% | +2,500+125.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,484 | $580.5K | 0.01% | +4,484 | New |
| Two Sigma Securities, LLC | 4,462 | $577.2K | 0.03% | −3,408−43.3% | Reduced |
| Custom Index Systems, LLC | 4,374 | $565.9K | 0.32% | −377−7.9% | Reduced |
| Brown Advisory Inc | 4,361 | $564.2K | 0.00% | +643+17.3% | Added |
| Natixis | 4,273 | $552.8K | 0.00% | −18,667−81.4% | Reduced |
| Veriti Management LLC | 4,218 | $545.7K | 0.04% | −140−3.2% | Reduced |
| Caldwell Trust Co | 4,191 | $542.2K | 0.06% | +1,899+82.9% | Added |
| Gratus Wealth Advisors, LLC | 4,758 | $538.4K | 0.10% | +188+4.1% | Added |
| Profund Advisors LLC | 4,127 | $533.9K | 0.02% | +637+18.3% | Added |