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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 469 | $54.0K | 0.11% | +309+193.1% | Added |
| Huntington National Bank | 485 | $55.9K | 0.00% | −27−5.3% | Reduced |
| J.Safra Asset Management Corp | 509 | $58.6K | 0.01% | +90+21.5% | Added |
| 1620 Investment Advisors, Inc. | 516 | $59.4K | 0.05% | +516 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $59.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 566 | $64.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 569 | $65.0K | 0.02% | +3+0.5% | Added |
| City Holding Co | 612 | $70.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 656 | $75.6K | 0.02% | +639+3,758.8% | Added |
| Venturi Wealth Management, LLC | 677 | $78.0K | 0.00% | +278+69.7% | Added |
| Parallel Advisors, LLC | 730 | $84.0K | 0.00% | +29+4.1% | Added |
| Nomura Asset Management Co Ltd | 760 | $87.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 793 | $91.3K | 0.04% | +793 | New |
| Fifth Third Bancorp | 814 | $93.8K | 0.00% | +82+11.2% | Added |
| Ossiam | 836 | $96.3K | 0.00% | −463−35.6% | Reduced |
| Signaturefd, LLC | 945 | $108.8K | 0.00% | −279−22.8% | Reduced |
| Ci Investments Inc. | 943 | $109.0K | 0.00% | −2,244−70.4% | Reduced |
| Camelot Portfolios, LLC | 1,000 | $115.2K | 0.07% | +1,000 | New |
| Lindbrook Capital, LLC | 1,002 | $115.4K | 0.01% | −3−0.3% | Reduced |
| Group One Trading, L.P. | 1,031 | $118.8K | 0.00% | +268+35.1% | Added |
| Global Trust Asset Management, LLC | 1,042 | $120.0K | 0.05% | −175−14.4% | Reduced |
| GAMMA Investing LLC | 1,074 | $123.7K | 0.02% | +201+23.0% | Added |
| Salem Investment Counselors Inc | 1,074 | $123.7K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,133 | $130.5K | 0.08% | −28−2.4% | Reduced |
| Plato Investment Management Ltd | 1,140 | $131.3K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,175 | $135.3K | 0.03% | +1,175 | New |
| Western Pacific Wealth Management, LP | 1,220 | $140.5K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,263 | $145.5K | 0.01% | −13−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,266 | $145.8K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,348 | $155.3K | 0.05% | +3+0.2% | Added |
| Farther Finance Advisors, LLC | 1,428 | $160.4K | 0.01% | +640+81.2% | Added |
| Jones Financial Companies LLLP | 1,453 | $167.4K | 0.00% | +1,203+481.2% | Added |
| Point72 (DIFC) Ltd | 1,470 | $169.3K | 0.02% | +1,470 | New |
| State of Wyoming | 1,510 | $173.9K | 0.03% | +349+30.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,569 | $180.7K | 0.00% | +290+22.7% | Added |
| Gen-Wealth Partners Inc | 1,615 | $186.0K | 0.09% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,700 | $196.0K | 0.06% | +1,700 | New |
| Modera Wealth Management, LLC | 1,741 | $200.5K | 0.00% | +60+3.6% | Added |
| Counterpoint Mutual Funds LLC | 1,746 | $201.1K | 0.05% | −3,453−66.4% | Reduced |
| Quent Capital, LLC | 1,747 | $201.3K | 0.02% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,750 | $201.6K | 0.01% | +1,750 | New |
| Old Port Advisors | 1,785 | $205.6K | 0.06% | +129+7.8% | Added |
| Montgomery Investment Management Inc | 1,800 | $207.3K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,810 | $208.5K | 0.03% | −875−32.6% | Reduced |
| Ballentine Partners, LLC | 1,824 | $210.1K | 0.00% | +118+6.9% | Added |
| Stratos Wealth Partners, LTD. | 1,836 | $211.6K | 0.00% | −476−20.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,839 | $211.8K | 0.01% | +89+5.1% | Added |
| Natixis | 1,847 | $212.7K | 0.00% | −2,426−56.8% | Reduced |
| Fortem Financial Group, LLC | 1,850 | $213.1K | 0.09% | +215+13.1% | Added |
| Tiemann Investment Advisors, LLC | 1,855 | $213.7K | 0.10% | +75+4.2% | Added |
| Jacobi Capital Management LLC | 1,865 | $214.8K | 0.02% | +105+6.0% | Added |
| Sequoia Financial Advisors, LLC | 1,873 | $215.7K | 0.00% | +1,873 | New |
| Moors & Cabot, Inc. | 1,899 | $218.7K | 0.01% | −100−5.0% | Reduced |
| First Heartland Consultants, Inc. | 1,913 | $220.0K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,916 | $220.7K | 0.01% | +189+10.9% | Added |
| ORG Partners LLC | 1,967 | $221.0K | 0.03% | +1,683+592.6% | Added |
| Old North State Trust, LLC | 1,926 | $222.0K | 0.19% | +268+16.2% | Added |
| Capula Management Ltd | 1,938 | $223.2K | 0.00% | −562−22.5% | Reduced |
| Toronto Dominion Bank | 2,000 | $230.4K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $230.4K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,046 | $235.7K | 0.01% | −3,404−62.5% | Reduced |
| 180 Wealth Advisors, LLC | 1,941 | $235.8K | 0.04% | +1,941 | New |
| Insigneo Advisory Services, LLC | 1,866 | $239.1K | 0.03% | +1,866 | New |
| Independent Advisor Alliance | 2,076 | $239.1K | 0.01% | +2,076 | New |
| Private Trust Co NA | 2,090 | $240.7K | 0.03% | +36+1.8% | Added |
| Petrus Trust Company, LTA | 2,096 | $241.4K | 0.02% | +2,096 | New |
| Atria Investments LLC | 2,103 | $242.2K | 0.00% | +2,103 | New |
| Trajan Wealth LLC | 2,105 | $242.5K | 0.02% | −212−9.1% | Reduced |
| Omnia Family Wealth, LLC | 2,114 | $243.5K | 0.10% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,153 | $248.0K | 0.07% | +2,153 | New |
| IFP Advisors, Inc | 2,156 | $248.4K | 0.01% | −320−12.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,192 | $252.5K | 0.10% | −18−0.8% | Reduced |
| Brinker Capital Investments, LLC | 2,216 | $255.3K | 0.00% | −4,054−64.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,216 | $255.3K | 0.00% | −4,054−64.7% | Reduced |
| Brookstone Capital Management | 2,001 | $256.5K | 0.00% | +267+15.4% | Added |
| Nomura Holdings Inc | 2,258 | $260.1K | 0.00% | −14,215−86.3% | Reduced |
| First Citizens Bank & Trust Co | 2,268 | $261.2K | 0.00% | +2,268 | New |
| Strategic Investment Advisors | 2,287 | $263.4K | 0.03% | −119−4.9% | Reduced |
| Harbour Capital Advisors, LLC | 2,375 | $266.8K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,319 | $267.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,319 | $267.1K | 0.14% | +2,319 | New |
| CenterStar Asset Management, LLC | 2,367 | $272.3K | 0.41% | +2,367 | New |
| Envestnet Portfolio Solutions, Inc. | 2,381 | $274.3K | 0.00% | +2,381 | New |
| KBC Group NV | 2,391 | $275.0K | 0.00% | +171+7.7% | Added |
| Park Avenue Securities LLC | 2,401 | $276.0K | 0.00% | +652+37.3% | Added |
| Foundations Investment Advisors, LLC | 2,467 | $284.2K | 0.01% | −1,381−35.9% | Reduced |
| Vinva Investment Management Ltd | 1,649 | $285.2K | 0.01% | +1,649 | New |
| Applied Finance Capital Management, LLC | 2,479 | $285.5K | 0.01% | +2,479 | New |
| RFG Advisory, LLC | 2,501 | $288.1K | 0.01% | −13−0.5% | Reduced |
| Harbour Investments, Inc. | 2,539 | $292.4K | 0.01% | +271+11.9% | Added |
| Impact Partnership Wealth, LLC | 2,569 | $295.9K | 0.08% | +2,569 | New |
| Campbell & CO Investment Adviser LLC | 2,592 | $298.5K | 0.03% | +2,592 | New |
| La Financiere de L'Echiquier | 2,600 | $299.5K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 2,613 | $301.0K | 0.04% | +8+0.3% | Added |
| United Capital Financial Advisers, LLC | 2,614 | $301.1K | 0.00% | −62−2.3% | Reduced |
| Raymond James Trust N.A. | 2,621 | $301.9K | 0.01% | −49−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,624 | $302.2K | 0.01% | −40−1.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,660 | $306.4K | 0.07% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,679 | $308.6K | 0.12% | +2,679 | New |
| Pallas Capital Advisors LLC | 2,361 | $310.1K | 0.01% | +2,361 | New |