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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, Q3 2024

Institutional positions in Toll Brothers, Inc. as of Sep 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
718
+66 vs. Q2 2024
Shares held
88.7M
+12.2M (+15.9%) vs. Q2 2024
Total value
$13.7B
+$4.89B (+55.4%) vs. Q2 2024
New holders
137
245 more added
Sold out
71
244 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 718 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 heldQ3 2024: $13.7B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2024.

Institutions holding TOL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
AdvisorNet Financial, Inc1$1540.00%+1New
Manchester Capital Management LLC1$1550.00%00.0%Unchanged
TFC Financial Management1$1550.00%00.0%Unchanged
Valued Wealth Advisors LLC4$6190.00%00.0%Unchanged
Legacy Investment Solutions, LLC5$7590.00%+5New
Legacy Wealth Managment, LLC5$7590.00%+5New
True Wealth Design, LLC6$9270.00%−2−25.0%Reduced
Picton Mahoney Asset Management8$1.00K0.00%+8New
Riverview Trust Co7$1.08K0.00%+7New
Claris Advisors, LLC7$1.08K0.00%+7New
Beacon Capital Management, LLC7$1.08K0.00%00.0%Unchanged
Bokf, NA9$1.38K0.00%00.0%Unchanged
Abound Wealth Management10$1.54K0.00%00.0%Unchanged
Infrastructure Capital Advisors, LLC10$1.54K0.00%+10New
Kayne Anderson Rudnick Investment Management LLC11$1.81K0.00%−4−26.7%Reduced
Cape Investment Advisory, Inc.12$1.85K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$2.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co16$2.47K0.00%+16New
Horizon Investments, LLC17$2.62K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$3.09K0.00%00.0%Unchanged
IAG Wealth Partners, LLC23$3.55K0.00%00.0%Unchanged
Continuum Advisory, LLC27$4.15K0.00%+14+107.7%Added
Quarry LP28$4.33K0.00%−765−96.5%Reduced
Gables Capital Management Inc.29$4.48K0.00%+29New
DiNuzzo Private Wealth, Inc.31$4.79K0.00%+1+3.3%Added
NBC Securities, Inc.36$5.00K0.00%00.0%Unchanged
Avion Wealth38$5.00K0.00%+9+31.0%Added
Capital Analysts, LLC33$5.00K0.00%+33New
Pittenger & Anderson Inc36$5.56K0.00%+36New
Bruce G. Allen Investments, LLC39$6.03K0.00%−1−2.5%Reduced
Bell Investment Advisors, Inc42$6.49K0.00%00.0%Unchanged
Red Tortoise LLC43$6.64K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.48$7.42K0.00%+48New
Criterion Capital Advisors, LLC67$7.72K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$7.72K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC50$7.72K0.00%+50New
Fortitude Family Office, LLC51$7.88K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$9.12K0.01%−56−48.7%Reduced
Leonteq Securities AG60$9.27K0.00%−22−26.8%Reduced
Bogart Wealth, LLC63$9.73K0.00%+63New
Mather Group, LLC.65$10.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.65$10.0K0.00%+28+75.7%Added
Prestige Wealth Management Group LLC66$10.2K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$10.7K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC70$10.8K0.01%+70New
Sandy Spring Bank75$11.6K0.00%−45−37.5%Reduced
HHM Wealth Advisors, LLC75$11.6K0.00%00.0%Unchanged
Centennial Bank75$11.6K0.01%00.0%Unchanged
Parkside Financial Bank & Trust78$12.1K0.00%+4+5.4%Added
ClariVest Asset Management LLC108$12.4K0.00%00.0%Unchanged
Talon Private Wealth, LLC91$14.1K0.00%+91New
Investors Research Corp93$14.4K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC104$16.1K0.00%+24+30.0%Added
WFA Asset Management Corp109$16.8K0.01%+1+0.9%Added
Addison Advisors LLC109$16.8K0.00%+8+7.9%Added
Northwest Investment Counselors, LLC110$16.9K0.00%+110New
Geneos Wealth Management Inc.110$17.0K0.00%+10+10.0%Added
Reuter James Wealth Management, LLC113$17.4K0.00%+113New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$17.6K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc120$18.5K0.00%−2−1.6%Reduced
JFS Wealth Advisors, LLC120$18.5K0.00%+3+2.6%Added
GW&K Investment Management, LLC121$19.0K0.00%00.0%Unchanged
CVA Family Office, LLC125$19.3K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC126$19.5K0.00%+6+5.0%Added
Sunbelt Securities, Inc.131$20.2K0.00%+31+31.0%Added
Kozak & Associates, Inc.129$20.3K0.00%+1+0.8%Added
Allworth Financial LP143$22.1K0.00%+36+33.6%Added
SRS Capital Advisors, Inc.144$22.2K0.00%+144New
Sachetta, LLC147$22.7K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC160$24.7K0.01%00.0%Unchanged
Hemington Wealth Management181$26.0K0.01%+181New
Contravisory Investment Management, Inc.169$26.1K0.01%00.0%Unchanged
Capital Performance Advisors LLP176$27.2K0.01%+176New
Skopos Labs, Inc.177$27.3K0.01%+177New
Larson Financial Group LLC180$27.8K0.00%+66+57.9%Added
Caitlin John, LLC195$29.6K0.02%+195New
Loring Wolcott & Coolidge Fiduciary Advisors LLP200$30.1K0.00%00.0%Unchanged
Pinnacle Holdings, LLC200$30.9K0.01%00.0%Unchanged
Rothschild Investment LLC201$31.1K0.00%+1+0.5%Added
Proequities, Inc.201$31.1K0.00%+129+179.2%Added
Colonial Trust Advisors205$31.7K0.00%+153+294.2%Added
Massmutual Trust Co FSB206$31.8K0.00%−60−22.6%Reduced
Cornerstone Planning Group LLC217$32.0K0.01%+5+2.4%Added
Wiser Advisor Group LLC219$33.8K0.05%00.0%Unchanged
Deseret Mutual Benefit Administrators219$33.8K0.02%00.0%Unchanged
Smartleaf Asset Management LLC218$33.9K0.00%+76+53.5%Added
CoreCap Advisors, LLC220$34.0K0.00%+220New
Bessemer Group Inc223$34.0K0.00%+36+19.3%Added
Caas Capital Management LP226$34.9K0.02%+226New
Ronald Blue Trust, Inc.353$40.6K0.00%+186+111.4%Added
State of Wyoming268$41.4K0.01%−1,242−82.3%Reduced
Umb Bank N A271$41.9K0.00%+207+323.4%Added
Rise Advisors, LLC272$42.0K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.278$42.9K0.01%+28+11.2%Added
FinTrust Capital Advisors, LLC309$47.7K0.01%00.0%Unchanged
Central Trust Co320$49.4K0.00%00.0%Unchanged
Credit Agricole S A325$50.2K0.00%−22,904−98.6%Reduced
Spire Wealth Management331$51.1K0.00%+331New
LGT Financial Advisors LLC349$53.9K0.13%−120−25.6%Reduced