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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, Q2 2024

Institutional positions in Toll Brothers, Inc. as of Jun 30, 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
659
+22 vs. Q1 2024
Shares held
89.3M
−3.34M (−3.6%) vs. Q1 2024
Total value
$10.3B
−$1.68B (−14.1%) vs. Q1 2024
New holders
105
221 more added
Sold out
83
235 more reduced

6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 659 institutions
Q1 2021: 394 institutionsQ2 2021: 409 institutionsQ3 2021: 409 institutionsQ4 2021: 455 institutionsQ1 2022: 415 institutionsQ2 2022: 393 institutionsQ3 2022: 382 institutionsQ4 2022: 427 institutionsQ1 2023: 448 institutionsQ2 2023: 517 institutionsQ3 2023: 518 institutionsQ4 2023: 574 institutionsQ1 2024: 643 institutionsQ2 2024: 659 institutionsQ3 2024: 718 institutionsQ4 2024: 721 institutionsQ1 2025: 662 institutionsQ2 2025: 661 institutionsQ3 2025: 721 institutionsQ4 2025: 736 institutionsQ1 2026: 785 institutionsQ2 2026: 808 institutions
Value heldQ2 2024: $10.3B
Q1 2021: $6.23BQ2 2021: $6.20BQ3 2021: $5.81BQ4 2021: $7.51BQ1 2022: $4.68BQ2 2022: $4.38BQ3 2022: $3.98BQ4 2022: $5.09BQ1 2023: $6.00BQ2 2023: $7.93BQ3 2023: $7.45BQ4 2023: $9.83BQ1 2024: $12.0BQ2 2024: $10.3BQ3 2024: $13.7BQ4 2024: $11.1BQ1 2025: $9.48BQ2 2025: $10.0BQ3 2025: $11.7BQ4 2025: $11.5BQ1 2026: $11.4BQ2 2026: $14.2B
Institutions holding TOL and their total value by quarter
QuarterHoldersValue
Q2 2026808$14.2B
Q1 2026785$11.4B
Q4 2025736$11.5B
Q3 2025721$11.7B
Q2 2025661$10.0B
Q1 2025662$9.48B
Q4 2024721$11.1B
Q3 2024718$13.7B
Q2 2024659$10.3B
Q1 2024643$12.0B
Q4 2023574$9.83B
Q3 2023518$7.45B
Q2 2023517$7.93B
Q1 2023448$6.00B
Q4 2022427$5.09B
Q3 2022382$3.98B
Q2 2022393$4.38B
Q1 2022415$4.68B
Q4 2021455$7.51B
Q3 2021409$5.81B
Q2 2021409$6.20B
Q1 2021394$6.23B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2024.

Institutions holding TOL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Manchester Capital Management LLC1$1160.00%00.0%Unchanged
MV Capital Management, Inc.1$1160.00%+1New
TFC Financial Management1$1160.00%+1New
Harbor Investment Advisory, LLC3$3460.00%+3New
Valued Wealth Advisors LLC4$4610.00%+2+100.0%Added
Beacon Capital Management, LLC7$8060.00%+7New
JJJ Advisors Inc.7$8070.00%00.0%Unchanged
True Wealth Design, LLC8$9220.00%+8New
Financial Management Professionals, Inc.10$1.00K0.00%00.0%Unchanged
Bokf, NA9$1.04K0.00%00.0%Unchanged
Abound Wealth Management10$1.15K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.12$1.38K0.00%00.0%Unchanged
Continuum Advisory, LLC13$1.50K0.00%00.0%Unchanged
Rakuten Securities, Inc.15$1.73K0.00%+8+114.3%Added
Kayne Anderson Rudnick Investment Management LLC15$1.81K0.00%+4+36.4%Added
Horizon Investments, LLC17$1.95K0.00%00.0%Unchanged
International Assets Investment Management, LLC17$1.96K0.00%+17New
Zions Bancorporation, N.A.20$2.30K0.00%−52−72.2%Reduced
Private Wealth Management Group, LLC20$2.30K0.00%00.0%Unchanged
IAG Wealth Partners, LLC23$2.65K0.00%+23New
Hexagon Capital Partners LLC24$2.77K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC25$2.88K0.00%00.0%Unchanged
Avion Wealth29$3.00K0.00%+4+16.0%Added
DiNuzzo Private Wealth, Inc.30$3.46K0.00%+4+15.4%Added
NBC Securities, Inc.36$4.00K0.00%+36New
VisionPoint Advisory Group, LLC36$4.15K0.00%−2−5.3%Reduced
SJS Investment Consulting Inc.37$4.26K0.00%+1+2.8%Added
Bruce G. Allen Investments, LLC40$4.61K0.00%−2−4.8%Reduced
Bell Investment Advisors, Inc42$4.84K0.00%−4−8.7%Reduced
Red Tortoise LLC43$4.95K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC49$5.64K0.00%+49New
Tortoise Investment Management, LLC50$5.76K0.00%+50New
Fortitude Family Office, LLC51$5.87K0.00%00.0%Unchanged
Colonial Trust Advisors52$5.99K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.60$6.91K0.00%+60New
Umb Bank N A64$7.37K0.00%+38+146.2%Added
Prestige Wealth Management Group LLC66$7.60K0.00%−66−50.0%Reduced
Criterion Capital Advisors, LLC67$7.72K0.00%+57+570.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC68$7.83K0.00%−39−36.4%Reduced
Sugarloaf Wealth Management, LLC69$7.95K0.00%00.0%Unchanged
Proequities, Inc.72$8.29K0.00%+33+84.6%Added
Innealta Capital, LLC72$8.29K0.00%+72New
Mather Group, LLC.65$8.41K0.00%00.0%Unchanged
Parkside Financial Bank & Trust74$8.52K0.00%−3−3.9%Reduced
DT Investment Partners, LLC74$8.52K0.00%+74New
HHM Wealth Advisors, LLC75$8.64K0.00%00.0%Unchanged
Centennial Bank75$8.64K0.00%+75New
Leonteq Securities AG82$9.45K0.00%+12+17.1%Added
Benjamin F. Edwards & Company, Inc.84$10.0K0.00%+84New
Investors Research Corp93$10.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC80$11.4K0.00%+24+42.9%Added
Sunbelt Securities, Inc.100$11.5K0.00%00.0%Unchanged
Geneos Wealth Management Inc.100$11.5K0.00%00.0%Unchanged
Addison Advisors LLC101$11.6K0.00%+101New
ClariVest Asset Management LLC108$12.4K0.00%−13−10.7%Reduced
WFA Asset Management Corp108$12.5K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$13.1K0.00%00.0%Unchanged
Larson Financial Group LLC114$13.1K0.00%+114New
Frazier Financial Advisors, LLC115$13.2K0.01%+46+66.7%Added
JFS Wealth Advisors, LLC117$13.5K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC120$13.8K0.00%00.0%Unchanged
Sandy Spring Bank120$13.8K0.00%00.0%Unchanged
GW&K Investment Management, LLC121$14.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc122$14.1K0.00%00.0%Unchanged
Allworth Financial LP107$14.1K0.00%+2+1.9%Added
Kozak & Associates, Inc.128$14.4K0.00%00.0%Unchanged
CVA Family Office, LLC125$14.4K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC140$16.1K0.01%−95−40.4%Reduced
Smartleaf Asset Management LLC142$16.4K0.00%−38−21.1%Reduced
1832 Asset Management L.P.156$18.0K0.00%−150−49.0%Reduced
Rocky Mountain Advisers, LLC160$18.4K0.01%00.0%Unchanged
Contravisory Investment Management, Inc.169$19.5K0.00%−92−35.2%Reduced
Sachetta, LLC147$21.0K0.01%+28+23.5%Added
Ronald Blue Trust, Inc.167$21.6K0.00%+162+3,240.0%Added
Hollencrest Capital Management190$21.9K0.00%−325−63.1%Reduced
Bessemer Group Inc187$22.0K0.00%−624−76.9%Reduced
Rothschild Investment LLC200$23.0K0.00%00.0%Unchanged
Register Financial Advisors LLC200$23.0K0.01%00.0%Unchanged
Pinnacle Holdings, LLC200$23.0K0.01%+200New
Coppell Advisory Solutions LLC216$24.9K0.00%+216New
Wiser Advisor Group LLC219$25.1K0.04%+2+0.9%Added
Deseret Mutual Benefit Administrators219$25.2K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$26.5K0.00%+200New
Cornerstone Planning Group LLC212$27.2K0.01%+212New
Thurston, Springer, Miller, Herd & Titak, Inc.250$28.8K0.01%+250New
Principal Securities, Inc.264$30.4K0.00%+108+69.2%Added
Massmutual Trust Co FSB266$30.6K0.00%+142+114.5%Added
Rise Advisors, LLC272$31.3K0.02%+1+0.4%Added
Clearstead Advisors, LLC288$33.2K0.00%+188+188.0%Added
Mirae Asset Global ETFs Holdings Ltd.289$33.3K0.00%+289New
Voisard Asset Management Group, Inc.300$34.6K0.02%−355−54.2%Reduced
FinTrust Capital Advisors, LLC309$35.6K0.01%+59+23.6%Added
Central Trust Co320$36.9K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC333$38.4K0.00%+223+202.7%Added
Covestor Ltd337$39.0K0.03%−86−20.3%Reduced
Atlantic Edge Private Wealth Management, LLC350$40.3K0.01%00.0%Unchanged
Hobbs Group Advisors, LLC380$43.8K0.02%+380New
Global Retirement Partners, LLC440$50.7K0.00%+32+7.8%Added
Federation des caisses Desjardins du Quebec450$51.8K0.00%+150+50.0%Added