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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 77 | $9.96K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $9.70K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 74 | $9.57K | 0.01% | +74 | New |
| Zions Bancorporation, N.A. | 72 | $9.31K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 70 | $9.06K | 0.00% | +70 | New |
| Sugarloaf Wealth Management, LLC | 69 | $8.93K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 69 | $8.93K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 66 | $8.54K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 52 | $6.73K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $6.68K | 0.00% | +65 | New |
| EverSource Wealth Advisors, LLC | 56 | $6.67K | 0.00% | +18+47.4% | Added |
| Fortitude Family Office, LLC | 51 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $5.95K | 0.00% | +4+9.5% | Added |
| Red Tortoise LLC | 43 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $5.43K | 0.00% | −11−20.8% | Reduced |
| Proequities, Inc. | 39 | $5.04K | 0.00% | +15+62.5% | Added |
| VisionPoint Advisory Group, LLC | 38 | $4.92K | 0.00% | +2+5.6% | Added |
| SJS Investment Consulting Inc. | 36 | $4.66K | 0.00% | −4−10.0% | Reduced |
| Sofos Investments, Inc. | 34 | $4.41K | 0.00% | +34 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $3.36K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $3.36K | 0.00% | +26 | New |
| Opal Wealth Advisors, LLC | 25 | $3.23K | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $2.20K | 0.00% | −5−22.7% | Reduced |
| Horizon Investments, LLC | 17 | $2.19K | 0.00% | +7+70.0% | Added |
| Continuum Advisory, LLC | 13 | $1.64K | 0.00% | +13 | New |
| Cape Investment Advisory, Inc. | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.52K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $1.03K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $906 | 0.00% | −151−95.6% | Reduced |
| JJJ Advisors Inc. | 7 | $906 | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 6 | $776 | 0.00% | −95−94.1% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $647 | 0.00% | −174−97.2% | Reduced |
| Global Assets Advisory, LLC | 37,260 | $291 | 0.01% | +37,260 | New |
| Valued Wealth Advisors LLC | 2 | $259 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $130 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Capital International Investors | 0 | $0 | 0.00% | −3,496,273−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −182,821−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −50,219−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −41,934−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −31,894−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Q Capital Solutions | 0 | $0 | 0.00% | −28,175−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −21,184−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −18,375−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,110−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −17,085−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −16,583−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,904−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −9,527−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,438−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,027−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,645−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −5,436−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,913−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,677−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,566−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Oracle Alpha Inc. | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |