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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 4,600 | $529.8K | 0.19% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,683 | $527.9K | 0.01% | +4,683 | New |
| Transcend Wealth Collective, LLC | 4,500 | $518.3K | 0.04% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 4,404 | $507.3K | 0.23% | +2,403+120.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,350 | $501.0K | 0.00% | −15,889−78.5% | Reduced |
| Shelton Capital Management | 4,249 | $489.4K | 0.01% | −386−8.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,216 | $485.6K | 0.01% | +1,470+53.5% | Added |
| Alpha DNA Investment Management LLC | 4,090 | $471.1K | 0.27% | −3,074−42.9% | Reduced |
| Compass Wealth Management LLC | 4,070 | $468.8K | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,048 | $466.2K | 0.35% | +4,048 | New |
| Ellis Investment Partners, LLC | 3,885 | $447.4K | 0.09% | +105+2.8% | Added |
| First Eagle Investment Management, LLC | 3,879 | $446.8K | 0.00% | −15,519−80.0% | Reduced |
| Pitcairn Co | 3,857 | $444.2K | 0.03% | +473+14.0% | Added |
| Custom Index Systems, LLC | 3,811 | $439.0K | 0.25% | −563−12.9% | Reduced |
| Meeder Asset Management Inc | 3,803 | $438.0K | 0.03% | −29,365−88.5% | Reduced |
| Brown Advisory Inc | 3,767 | $433.9K | 0.00% | −594−13.6% | Reduced |
| Kestra Private Wealth Services, LLC | 3,761 | $433.2K | 0.01% | +87+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,711 | $427.4K | 0.03% | +3,711 | New |
| Westover Capital Advisors, LLC | 3,700 | $426.2K | 0.11% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,657 | $421.2K | 0.09% | +3,657 | New |
| US Bancorp | 3,605 | $415.2K | 0.00% | +50+1.4% | Added |
| Fiduciary Trust Co | 3,600 | $414.6K | 0.01% | −474−11.6% | Reduced |
| Jmac Enterprises LLC | 3,557 | $409.7K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 3,544 | $408.2K | 0.00% | −99−2.7% | Reduced |
| Childress Capital Advisors, LLC | 3,537 | $407.4K | 0.11% | −80−2.2% | Reduced |
| Belpointe Asset Management LLC | 3,517 | $405.1K | 0.03% | −377−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,514 | $404.0K | 0.03% | −2,932−45.5% | Reduced |
| Scopus Asset Management, L.P. | 3,500 | $403.1K | 0.01% | −121,500−97.2% | Reduced |
| Oxford Asset Management LLP | 3,495 | $402.6K | 0.40% | −34−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,467 | $399.3K | 0.09% | +538+18.4% | Added |
| TownSquare Capital, LLC | 3,420 | $393.9K | 0.01% | +1,237+56.7% | Added |
| Precision Wealth Strategies, LLC | 3,368 | $387.9K | 0.40% | +4+0.1% | Added |
| Forum Financial Management, LP | 3,367 | $387.8K | 0.01% | +14+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,366 | $387.7K | 0.09% | −404−10.7% | Reduced |
| Captrust Financial Advisors | 3,365 | $387.6K | 0.00% | −241−6.7% | Reduced |
| Kesler, Norman & Wride, LLC | 3,333 | $383.8K | 0.08% | +3,333 | New |
| Change Path, LLC | 3,299 | $380.0K | 0.02% | −472−12.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,222 | $371.5K | 0.00% | −1,262−28.1% | Reduced |
| First Hawaiian Bank | 3,144 | $362.1K | 0.01% | +3,144 | New |
| Pearl River Capital, LLC | 3,119 | $359.2K | 0.06% | +3,119 | New |
| HM Payson & Co | 3,110 | $358.2K | 0.01% | −250−7.4% | Reduced |
| Virtu Financial LLC | 3,077 | $354.0K | 0.02% | +1,464+90.8% | Added |
| Martin Capital Advisors, LLP | 3,056 | $352.0K | 0.26% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,041 | $350.3K | 0.04% | −6,620−68.5% | Reduced |
| Profund Advisors LLC | 3,020 | $347.8K | 0.01% | −1,107−26.8% | Reduced |
| PEAK6 Investments LLC | 3,004 | $346.0K | 0.02% | +2,294+323.1% | Added |
| Leavell Investment Management, Inc. | 3,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,948 | $339.6K | 0.01% | −356−10.8% | Reduced |
| CIBC Asset Management Inc | 2,945 | $339.2K | 0.00% | −81−2.7% | Reduced |
| Capstone Investment Advisors, LLC | 2,913 | $335.5K | 0.01% | −10,115−77.6% | Reduced |
| Alps Advisors Inc | 2,898 | $333.8K | 0.00% | −15−0.5% | Reduced |
| Arden Trust Co | 2,870 | $330.6K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,855 | $328.9K | 0.00% | +108+3.9% | Added |
| Arlington Trust Co LLC | 2,850 | $328.3K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,812 | $323.9K | 0.02% | +76+2.8% | Added |
| Prelude Capital Management, LLC | 2,795 | $321.9K | 0.03% | −669−19.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,758 | $317.7K | 0.02% | −237−7.9% | Reduced |
| Evergreen Capital Management LLC | 2,749 | $316.6K | 0.01% | +109+4.1% | Added |
| Atomi Financial Group, Inc. | 2,726 | $314.0K | 0.02% | +445+19.5% | Added |
| Pallas Capital Advisors LLC | 2,361 | $310.1K | 0.01% | +2,361 | New |
| Harvest Investment Services, LLC | 2,679 | $308.6K | 0.12% | +2,679 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,660 | $306.4K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,624 | $302.2K | 0.01% | −40−1.5% | Reduced |
| Raymond James Trust N.A. | 2,621 | $301.9K | 0.01% | −49−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,614 | $301.1K | 0.00% | −62−2.3% | Reduced |
| Cooper Financial Group | 2,613 | $301.0K | 0.04% | +8+0.3% | Added |
| La Financiere de L'Echiquier | 2,600 | $299.5K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,592 | $298.5K | 0.03% | +2,592 | New |
| Impact Partnership Wealth, LLC | 2,569 | $295.9K | 0.08% | +2,569 | New |
| Harbour Investments, Inc. | 2,539 | $292.4K | 0.01% | +271+11.9% | Added |
| RFG Advisory, LLC | 2,501 | $288.1K | 0.01% | −13−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 2,479 | $285.5K | 0.01% | +2,479 | New |
| Vinva Investment Management Ltd | 1,649 | $285.2K | 0.01% | +1,649 | New |
| Foundations Investment Advisors, LLC | 2,467 | $284.2K | 0.01% | −1,381−35.9% | Reduced |
| Park Avenue Securities LLC | 2,401 | $276.0K | 0.00% | +652+37.3% | Added |
| KBC Group NV | 2,391 | $275.0K | 0.00% | +171+7.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,381 | $274.3K | 0.00% | +2,381 | New |
| CenterStar Asset Management, LLC | 2,367 | $272.3K | 0.41% | +2,367 | New |
| Gallacher Capital Management LLC | 2,319 | $267.1K | 0.14% | +2,319 | New |
| Centaurus Financial, Inc. | 2,319 | $267.0K | 0.02% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,375 | $266.8K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,287 | $263.4K | 0.03% | −119−4.9% | Reduced |
| First Citizens Bank & Trust Co | 2,268 | $261.2K | 0.00% | +2,268 | New |
| Nomura Holdings Inc | 2,258 | $260.1K | 0.00% | −14,215−86.3% | Reduced |
| Brookstone Capital Management | 2,001 | $256.5K | 0.00% | +267+15.4% | Added |
| 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 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,192 | $252.5K | 0.10% | −18−0.8% | Reduced |
| IFP Advisors, Inc | 2,156 | $248.4K | 0.01% | −320−12.9% | Reduced |
| Kapitalo Investimentos Ltda | 2,153 | $248.0K | 0.07% | +2,153 | New |
| Omnia Family Wealth, LLC | 2,114 | $243.5K | 0.10% | 00.0% | Unchanged |
| Trajan Wealth LLC | 2,105 | $242.5K | 0.02% | −212−9.1% | Reduced |
| Atria Investments LLC | 2,103 | $242.2K | 0.00% | +2,103 | New |
| Petrus Trust Company, LTA | 2,096 | $241.4K | 0.02% | +2,096 | New |
| Private Trust Co NA | 2,090 | $240.7K | 0.03% | +36+1.8% | Added |
| Independent Advisor Alliance | 2,076 | $239.1K | 0.01% | +2,076 | New |
| Insigneo Advisory Services, LLC | 1,866 | $239.1K | 0.03% | +1,866 | New |
| 180 Wealth Advisors, LLC | 1,941 | $235.8K | 0.04% | +1,941 | New |
| Independent Financial Group, LLC | 2,046 | $235.7K | 0.01% | −3,404−62.5% | Reduced |
| Toronto Dominion Bank | 2,000 | $230.4K | 0.00% | 00.0% | Unchanged |