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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 2,000 | $230.4K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 1,938 | $223.2K | 0.00% | −562−22.5% | Reduced |
| Old North State Trust, LLC | 1,926 | $222.0K | 0.19% | +268+16.2% | Added |
| ORG Partners LLC | 1,967 | $221.0K | 0.03% | +1,683+592.6% | Added |
| Journey Strategic Wealth LLC | 1,916 | $220.7K | 0.01% | +189+10.9% | Added |
| First Heartland Consultants, Inc. | 1,913 | $220.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,899 | $218.7K | 0.01% | −100−5.0% | Reduced |
| Sequoia Financial Advisors, LLC | 1,873 | $215.7K | 0.00% | +1,873 | New |
| Jacobi Capital Management LLC | 1,865 | $214.8K | 0.02% | +105+6.0% | Added |
| Tiemann Investment Advisors, LLC | 1,855 | $213.7K | 0.10% | +75+4.2% | Added |
| Fortem Financial Group, LLC | 1,850 | $213.1K | 0.09% | +215+13.1% | Added |
| Natixis | 1,847 | $212.7K | 0.00% | −2,426−56.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,839 | $211.8K | 0.01% | +89+5.1% | Added |
| Stratos Wealth Partners, LTD. | 1,836 | $211.6K | 0.00% | −476−20.6% | Reduced |
| Ballentine Partners, LLC | 1,824 | $210.1K | 0.00% | +118+6.9% | Added |
| Northern Oak Wealth Management Inc | 1,810 | $208.5K | 0.03% | −875−32.6% | Reduced |
| Montgomery Investment Management Inc | 1,800 | $207.3K | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 1,785 | $205.6K | 0.06% | +129+7.8% | Added |
| Palisade Capital Management LLC | 1,750 | $201.6K | 0.01% | +1,750 | New |
| Quent Capital, LLC | 1,747 | $201.3K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,746 | $201.1K | 0.05% | −3,453−66.4% | Reduced |
| Modera Wealth Management, LLC | 1,741 | $200.5K | 0.00% | +60+3.6% | Added |
| Strengthening Families & Communities, LLC | 1,700 | $196.0K | 0.06% | +1,700 | New |
| Gen-Wealth Partners Inc | 1,615 | $186.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,569 | $180.7K | 0.00% | +290+22.7% | Added |
| State of Wyoming | 1,510 | $173.9K | 0.03% | +349+30.1% | Added |
| Point72 (DIFC) Ltd | 1,470 | $169.3K | 0.02% | +1,470 | New |
| Jones Financial Companies LLLP | 1,453 | $167.4K | 0.00% | +1,203+481.2% | Added |
| Farther Finance Advisors, LLC | 1,428 | $160.4K | 0.01% | +640+81.2% | Added |
| WR Wealth Planners, LLC | 1,348 | $155.3K | 0.05% | +3+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 1,266 | $145.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,263 | $145.5K | 0.01% | −13−1.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $140.5K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,175 | $135.3K | 0.03% | +1,175 | New |
| Plato Investment Management Ltd | 1,140 | $131.3K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,133 | $130.5K | 0.08% | −28−2.4% | Reduced |
| Salem Investment Counselors Inc | 1,074 | $123.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,074 | $123.7K | 0.02% | +201+23.0% | Added |
| Global Trust Asset Management, LLC | 1,042 | $120.0K | 0.05% | −175−14.4% | Reduced |
| Group One Trading, L.P. | 1,031 | $118.8K | 0.00% | +268+35.1% | Added |
| Lindbrook Capital, LLC | 1,002 | $115.4K | 0.01% | −3−0.3% | Reduced |
| Camelot Portfolios, LLC | 1,000 | $115.2K | 0.07% | +1,000 | New |
| Ci Investments Inc. | 943 | $109.0K | 0.00% | −2,244−70.4% | Reduced |
| Signaturefd, LLC | 945 | $108.8K | 0.00% | −279−22.8% | Reduced |
| Ossiam | 836 | $96.3K | 0.00% | −463−35.6% | Reduced |
| Fifth Third Bancorp | 814 | $93.8K | 0.00% | +82+11.2% | Added |
| Quarry LP | 793 | $91.3K | 0.04% | +793 | New |
| Nomura Asset Management Co Ltd | 760 | $87.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 730 | $84.0K | 0.00% | +29+4.1% | Added |
| Venturi Wealth Management, LLC | 677 | $78.0K | 0.00% | +278+69.7% | Added |
| Versant Capital Management, Inc | 656 | $75.6K | 0.02% | +639+3,758.8% | Added |
| City Holding Co | 612 | $70.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 569 | $65.0K | 0.02% | +3+0.5% | Added |
| Smithfield Trust Co | 566 | $64.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 520 | $59.9K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 516 | $59.4K | 0.05% | +516 | New |
| J.Safra Asset Management Corp | 509 | $58.6K | 0.01% | +90+21.5% | Added |
| Huntington National Bank | 485 | $55.9K | 0.00% | −27−5.3% | Reduced |
| LGT Financial Advisors LLC | 469 | $54.0K | 0.11% | +309+193.1% | Added |
| Federation des caisses Desjardins du Quebec | 450 | $51.8K | 0.00% | +150+50.0% | Added |
| Global Retirement Partners, LLC | 440 | $50.7K | 0.00% | +32+7.8% | Added |
| Hobbs Group Advisors, LLC | 380 | $43.8K | 0.02% | +380 | New |
| Atlantic Edge Private Wealth Management, LLC | 350 | $40.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 337 | $39.0K | 0.03% | −86−20.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 333 | $38.4K | 0.00% | +223+202.7% | Added |
| Central Trust Co | 320 | $36.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 309 | $35.6K | 0.01% | +59+23.6% | Added |
| Voisard Asset Management Group, Inc. | 300 | $34.6K | 0.02% | −355−54.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 289 | $33.3K | 0.00% | +289 | New |
| Clearstead Advisors, LLC | 288 | $33.2K | 0.00% | +188+188.0% | Added |
| Rise Advisors, LLC | 272 | $31.3K | 0.02% | +1+0.4% | Added |
| Massmutual Trust Co FSB | 266 | $30.6K | 0.00% | +142+114.5% | Added |
| Principal Securities, Inc. | 264 | $30.4K | 0.00% | +108+69.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $28.8K | 0.01% | +250 | New |
| Cornerstone Planning Group LLC | 212 | $27.2K | 0.01% | +212 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $26.5K | 0.00% | +200 | New |
| Deseret Mutual Benefit Administrators | 219 | $25.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 219 | $25.1K | 0.04% | +2+0.9% | Added |
| Coppell Advisory Solutions LLC | 216 | $24.9K | 0.00% | +216 | New |
| Rothschild Investment LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 200 | $23.0K | 0.01% | +200 | New |
| Bessemer Group Inc | 187 | $22.0K | 0.00% | −624−76.9% | Reduced |
| Hollencrest Capital Management | 190 | $21.9K | 0.00% | −325−63.1% | Reduced |
| Ronald Blue Trust, Inc. | 167 | $21.6K | 0.00% | +162+3,240.0% | Added |
| Sachetta, LLC | 147 | $21.0K | 0.01% | +28+23.5% | Added |
| Contravisory Investment Management, Inc. | 169 | $19.5K | 0.00% | −92−35.2% | Reduced |
| Rocky Mountain Advisers, LLC | 160 | $18.4K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 156 | $18.0K | 0.00% | −150−49.0% | Reduced |
| Smartleaf Asset Management LLC | 142 | $16.4K | 0.00% | −38−21.1% | Reduced |
| ICA Group Wealth Management, LLC | 140 | $16.1K | 0.01% | −95−40.4% | Reduced |
| CVA Family Office, LLC | 125 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 128 | $14.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $14.1K | 0.00% | +2+1.9% | Added |
| Farmers & Merchants Investments Inc | 122 | $14.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 121 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 120 | $13.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 120 | $13.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 117 | $13.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 115 | $13.2K | 0.01% | +46+66.7% | Added |