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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 1,711 | $221.0K | 0.08% | +1,711 | New |
| Ballentine Partners, LLC | 1,706 | $220.7K | 0.00% | +1,706 | New |
| Peapack Gladstone Financial Corp | 1,700 | $220.0K | 0.00% | +1,700 | New |
| Davenport & Co LLC | 1,690 | $218.6K | 0.00% | +1,690 | New |
| Modera Wealth Management, LLC | 1,681 | $217.5K | 0.00% | +1,681 | New |
| Greenleaf Trust | 1,673 | $216.4K | 0.00% | +1,673 | New |
| Machina Capital S.A.S. | 1,663 | $215.1K | 0.11% | −3,500−67.8% | Reduced |
| Pacific Global Investment Management CO | 1,659 | $214.6K | 0.04% | +1,659 | New |
| Old Port Advisors | 1,656 | $214.2K | 0.07% | +1,656 | 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 |
| Fortem Financial Group, LLC | 1,635 | $211.5K | 0.09% | +1,635 | New |
| Wesbanco Bank Inc | 1,618 | $209.3K | 0.01% | +1,618 | New |
| Virtu Financial LLC | 1,613 | $209.0K | 0.02% | −17,351−91.5% | Reduced |
| Gen-Wealth Partners Inc | 1,615 | $208.9K | 0.10% | +1,615 | New |
| Alpine Woods Capital Investors, LLC | 1,700 | $202.5K | 0.04% | +1,700 | New |
| NDVR, Inc. | 1,550 | $200.5K | 0.19% | +1,550 | New |
| WR Wealth Planners, LLC | 1,345 | $174.0K | 0.05% | +1,345 | New |
| Ossiam | 1,299 | $168.1K | 0.00% | −6,248−82.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,279 | $165.5K | 0.00% | −369−22.4% | Reduced |
| Quadrant Capital Group LLC | 1,276 | $165.1K | 0.01% | +85+7.1% | Added |
| Jamison Private Wealth Management, Inc. | 1,266 | $163.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,224 | $158.3K | 0.00% | +387+46.2% | Added |
| Western Pacific Wealth Management, LP | 1,220 | $157.8K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,217 | $157.4K | 0.06% | −20−1.6% | Reduced |
| 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 |
| Plato Investment Management Ltd | 1,140 | $147.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,074 | $138.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,005 | $130.0K | 0.01% | +21+2.1% | Added |
| GAMMA Investing LLC | 873 | $112.9K | 0.02% | +106+13.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 856 | $110.7K | 0.00% | +856 | New |
| Blue Chip Partners, Inc. | 850 | $110.0K | 0.01% | +850 | New |
| Bessemer Group Inc | 811 | $105.0K | 0.00% | +624+333.7% | Added |
| C M Bidwell & Associates Ltd | 780 | $100.9K | 0.07% | −10−1.3% | Reduced |
| Farther Finance Advisors, LLC | 788 | $100.9K | 0.01% | +5+0.6% | Added |
| Group One Trading, L.P. | 763 | $98.7K | 0.00% | +745+4,138.9% | Added |
| Nomura Asset Management Co Ltd | 760 | $98.3K | 0.00% | −290−27.6% | Reduced |
| Fifth Third Bancorp | 732 | $94.7K | 0.00% | +11+1.5% | Added |
| PEAK6 Investments LLC | 710 | $91.9K | 0.00% | +710 | New |
| Parallel Advisors, LLC | 701 | $90.7K | 0.00% | +17+2.5% | Added |
| Voisard Asset Management Group, Inc. | 655 | $84.7K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 612 | $79.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 566 | $75.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 566 | $73.2K | 0.02% | +527+1,351.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 559 | $72.3K | 0.01% | +8+1.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $67.3K | 0.02% | +520 | New |
| Hollencrest Capital Management | 515 | $66.6K | 0.00% | +300+139.5% | Added |
| Huntington National Bank | 512 | $66.2K | 0.00% | +86+20.2% | Added |
| Catalyst Funds Management Pty Ltd | 500 | $64.7K | 0.02% | +500 | New |
| Covestor Ltd | 423 | $55.0K | 0.04% | −1,937−82.1% | Reduced |
| J.Safra Asset Management Corp | 419 | $54.2K | 0.01% | +94+28.9% | Added |
| Global Retirement Partners, LLC | 408 | $52.8K | 0.00% | +7+1.7% | Added |
| Venturi Wealth Management, LLC | 399 | $51.6K | 0.00% | +105+35.7% | Added |
| Cutler Group LP | 395 | $51.0K | 0.03% | −14,308−97.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 350 | $45.3K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 325 | $42.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 320 | $41.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 316 | $40.9K | 0.00% | −156−33.1% | Reduced |
| 1832 Asset Management L.P. | 306 | $39.6K | 0.00% | −125−29.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $38.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 284 | $36.4K | 0.07% | −3,634−92.8% | Reduced |
| Rise Advisors, LLC | 271 | $35.1K | 0.02% | +271 | New |
| Contravisory Investment Management, Inc. | 261 | $33.8K | 0.01% | +261 | New |
| FinTrust Capital Advisors, LLC | 250 | $32.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $32.3K | 0.00% | +250 | New |
| ICA Group Wealth Management, LLC | 235 | $30.4K | 0.01% | +140+147.4% | Added |
| Deseret Mutual Benefit Administrators | 219 | $28.3K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 217 | $28.2K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $25.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $25.9K | 0.01% | +200 | New |
| Smartleaf Asset Management LLC | 180 | $22.9K | 0.00% | +84+87.5% | Added |
| LGT Financial Advisors LLC | 160 | $20.7K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 160 | $20.7K | 0.01% | +160 | New |
| Principal Securities, Inc. | 156 | $20.2K | 0.00% | +48+44.4% | Added |
| Creative Financial Designs Inc | 150 | $19.4K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 135 | $17.5K | 0.00% | +135 | New |
| Prestige Wealth Management Group LLC | 132 | $17.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 128 | $16.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $16.0K | 0.00% | +15+13.8% | Added |
| GW&K Investment Management, LLC | 121 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $15.8K | 0.00% | −258−67.9% | Reduced |
| ClariVest Asset Management LLC | 121 | $15.7K | 0.00% | +43+55.1% | Added |
| Sandy Spring Bank | 120 | $15.5K | 0.00% | +120 | New |
| Exchange Traded Concepts, LLC | 120 | $15.5K | 0.00% | −49−29.0% | Reduced |
| JFS Wealth Advisors, LLC | 117 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114 | $14.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 110 | $14.2K | 0.00% | −953−89.7% | Reduced |
| WFA Asset Management Corp | 108 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 108 | $14.0K | 0.02% | +108 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107 | $13.8K | 0.00% | +39+57.4% | Added |
| Allworth Financial LP | 105 | $13.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $12.9K | 0.00% | −53−34.6% | Reduced |
| Geneos Wealth Management Inc. | 100 | $12.9K | 0.00% | +100 | New |
| CIBC Private Wealth Group, LLC | 101 | $12.9K | 0.00% | +101 | New |
| Clearstead Advisors, LLC | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 119 | $12.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 93 | $12.0K | 0.00% | +77+481.3% | Added |