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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 2,726 | $314.0K | 0.02% | +445+19.5% | Added |
| Evergreen Capital Management LLC | 2,749 | $316.6K | 0.01% | +109+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,758 | $317.7K | 0.02% | −237−7.9% | Reduced |
| Prelude Capital Management, LLC | 2,795 | $321.9K | 0.03% | −669−19.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,812 | $323.9K | 0.02% | +76+2.8% | Added |
| Arlington Trust Co LLC | 2,850 | $328.3K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,855 | $328.9K | 0.00% | +108+3.9% | Added |
| Arden Trust Co | 2,870 | $330.6K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,898 | $333.8K | 0.00% | −15−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,913 | $335.5K | 0.01% | −10,115−77.6% | Reduced |
| CIBC Asset Management Inc | 2,945 | $339.2K | 0.00% | −81−2.7% | Reduced |
| Jump Financial, LLC | 2,948 | $339.6K | 0.01% | −356−10.8% | Reduced |
| Leavell Investment Management, Inc. | 3,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,004 | $346.0K | 0.02% | +2,294+323.1% | Added |
| Profund Advisors LLC | 3,020 | $347.8K | 0.01% | −1,107−26.8% | Reduced |
| CWM Advisors, LLC | 3,041 | $350.3K | 0.04% | −6,620−68.5% | Reduced |
| Martin Capital Advisors, LLP | 3,056 | $352.0K | 0.26% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,077 | $354.0K | 0.02% | +1,464+90.8% | Added |
| HM Payson & Co | 3,110 | $358.2K | 0.01% | −250−7.4% | Reduced |
| Pearl River Capital, LLC | 3,119 | $359.2K | 0.06% | +3,119 | New |
| First Hawaiian Bank | 3,144 | $362.1K | 0.01% | +3,144 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,222 | $371.5K | 0.00% | −1,262−28.1% | Reduced |
| Change Path, LLC | 3,299 | $380.0K | 0.02% | −472−12.5% | Reduced |
| Kesler, Norman & Wride, LLC | 3,333 | $383.8K | 0.08% | +3,333 | New |
| Captrust Financial Advisors | 3,365 | $387.6K | 0.00% | −241−6.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,366 | $387.7K | 0.09% | −404−10.7% | Reduced |
| Forum Financial Management, LP | 3,367 | $387.8K | 0.01% | +14+0.4% | Added |
| Precision Wealth Strategies, LLC | 3,368 | $387.9K | 0.40% | +4+0.1% | Added |
| TownSquare Capital, LLC | 3,420 | $393.9K | 0.01% | +1,237+56.7% | Added |
| Lebenthal Global Advisors, LLC | 3,467 | $399.3K | 0.09% | +538+18.4% | Added |
| Oxford Asset Management LLP | 3,495 | $402.6K | 0.40% | −34−1.0% | Reduced |
| Scopus Asset Management, L.P. | 3,500 | $403.1K | 0.01% | −121,500−97.2% | Reduced |
| Harvest Fund Management Co., Ltd | 3,514 | $404.0K | 0.03% | −2,932−45.5% | Reduced |
| Belpointe Asset Management LLC | 3,517 | $405.1K | 0.03% | −377−9.7% | Reduced |
| Childress Capital Advisors, LLC | 3,537 | $407.4K | 0.11% | −80−2.2% | Reduced |
| Commerce Bank | 3,544 | $408.2K | 0.00% | −99−2.7% | Reduced |
| Jmac Enterprises LLC | 3,557 | $409.7K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,600 | $414.6K | 0.01% | −474−11.6% | Reduced |
| US Bancorp | 3,605 | $415.2K | 0.00% | +50+1.4% | Added |
| Golden State Equity Partners | 3,657 | $421.2K | 0.09% | +3,657 | New |
| Westover Capital Advisors, LLC | 3,700 | $426.2K | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,711 | $427.4K | 0.03% | +3,711 | New |
| Kestra Private Wealth Services, LLC | 3,761 | $433.2K | 0.01% | +87+2.4% | Added |
| Brown Advisory Inc | 3,767 | $433.9K | 0.00% | −594−13.6% | Reduced |
| Meeder Asset Management Inc | 3,803 | $438.0K | 0.03% | −29,365−88.5% | Reduced |
| Custom Index Systems, LLC | 3,811 | $439.0K | 0.25% | −563−12.9% | Reduced |
| Pitcairn Co | 3,857 | $444.2K | 0.03% | +473+14.0% | Added |
| First Eagle Investment Management, LLC | 3,879 | $446.8K | 0.00% | −15,519−80.0% | Reduced |
| Ellis Investment Partners, LLC | 3,885 | $447.4K | 0.09% | +105+2.8% | Added |
| Oak Thistle LLC | 4,048 | $466.2K | 0.35% | +4,048 | New |
| Compass Wealth Management LLC | 4,070 | $468.8K | 0.12% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 4,090 | $471.1K | 0.27% | −3,074−42.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,216 | $485.6K | 0.01% | +1,470+53.5% | Added |
| Shelton Capital Management | 4,249 | $489.4K | 0.01% | −386−8.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,350 | $501.0K | 0.00% | −15,889−78.5% | Reduced |
| Thrive Capital Management, LLC | 4,404 | $507.3K | 0.23% | +2,403+120.1% | Added |
| Transcend Wealth Collective, LLC | 4,500 | $518.3K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,683 | $527.9K | 0.01% | +4,683 | New |
| Oak Asset Management, LLC | 4,600 | $529.8K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,730 | $530.2K | 0.02% | +3,730 | New |
| Nicholas Investment Partners, LP | 4,611 | $531.1K | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,629 | $533.0K | 0.04% | +20.0% | Added |
| FORA Capital, LLC | 4,638 | $534.2K | 0.07% | +4,638 | New |
| E Fund Management Co., Ltd. | 4,758 | $548.0K | 0.03% | +2,576+118.1% | Added |
| Ethic Inc. | 4,832 | $556.6K | 0.01% | −736−13.2% | Reduced |
| Kingsview Wealth Management, LLC | 4,838 | $557.2K | 0.01% | +207+4.5% | Added |
| Kingswood Wealth Advisors, LLC | 4,852 | $558.9K | 0.05% | +2,158+80.1% | Added |
| Key Financial Inc | 4,871 | $561.0K | 0.13% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 4,910 | $565.5K | 0.44% | −1,068−17.9% | Reduced |
| ProShare Advisors LLC | 4,913 | $565.9K | 0.00% | −174−3.4% | Reduced |
| Blueshift Asset Management, LLC | 4,947 | $569.8K | 0.19% | +4,947 | New |
| Forte Capital LLC | 4,980 | $573.6K | 0.07% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 5,000 | $575.9K | 0.34% | +5,000 | New |
| Cito Capital Group, LLC | 5,000 | $576.0K | 0.22% | 00.0% | Unchanged |
| Veriti Management LLC | 5,017 | $577.9K | 0.04% | +799+18.9% | Added |
| CI Private Wealth, LLC | 5,038 | $580.4K | 0.00% | +1,134+29.0% | Added |
| Penserra Capital Management LLC | 5,077 | $585.0K | 0.01% | −2,051−28.8% | Reduced |
| Daiwa Securities Group Inc. | 5,100 | $587.0K | 0.00% | +3,200+168.4% | Added |
| GWM Advisors LLC | 5,114 | $589.1K | 0.00% | −2,972−36.8% | Reduced |
| Caldwell Trust Co | 5,125 | $590.3K | 0.07% | +934+22.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,196 | $598.5K | 0.12% | −153−2.9% | Reduced |
| Vontobel Holding Ltd. | 5,402 | $622.2K | 0.00% | +2,685+98.8% | Added |
| Qsemble Capital Management, LP | 5,442 | $626.8K | 0.12% | +5,442 | New |
| CSS LLC | 5,500 | $633.5K | 0.05% | −1,100−16.7% | Reduced |
| Eqis Capital Management, Inc. | 5,631 | $648.6K | 0.05% | +801+16.6% | Added |
| Merit Financial Group, LLC | 5,721 | $659.0K | 0.01% | −83−1.4% | Reduced |
| Elevated Capital Advisors, LLC | 5,768 | $664.4K | 0.19% | +354+6.5% | Added |
| Chapin Davis, Inc. | 5,808 | $669.0K | 0.23% | 00.0% | Unchanged |
| Blair William & Co | 5,828 | $671.3K | 0.00% | +383+7.0% | Added |
| Machina Capital S.A.S. | 5,879 | $677.1K | 0.30% | +4,216+253.5% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $679.6K | 0.03% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 5,173 | $680.5K | 0.12% | +415+8.7% | Added |
| Diversified Trust Co | 5,926 | $682.6K | 0.02% | +100+1.7% | Added |
| Wedbush Securities Inc | 5,977 | $688.0K | 0.02% | −1,860−23.7% | Reduced |
| Fox Run Management, L.L.C. | 5,984 | $689.2K | 0.13% | −709−10.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,041 | $695.8K | 0.00% | +5,185+605.7% | Added |
| Lyell Wealth Management, LP | 6,050 | $696.8K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 6,162 | $709.7K | 0.10% | +6,154+76,925.0% | Added |
| MQS Management LLC | 6,240 | $718.7K | 0.43% | +6,240 | New |
| CWM, LLC | 6,270 | $722.0K | 0.00% | −1,071−14.6% | Reduced |