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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 350 | $54.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 351 | $54.2K | 0.00% | −89−20.2% | Reduced |
| Hollencrest Capital Management | 369 | $57.0K | 0.00% | +179+94.2% | Added |
| Hobbs Group Advisors, LLC | 380 | $58.8K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 400 | $61.8K | 0.01% | +400 | New |
| Principal Securities, Inc. | 432 | $66.7K | 0.00% | +168+63.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 439 | $67.8K | 0.00% | +150+51.9% | Added |
| International Assets Investment Management, LLC | 10,660 | $69.0K | 0.00% | +10,643+62,605.9% | Added |
| Covestor Ltd | 475 | $74.0K | 0.05% | +138+40.9% | Added |
| 1620 Investment Advisors, Inc. | 494 | $76.3K | 0.06% | −22−4.3% | Reduced |
| GeoWealth Management, LLC | 504 | $77.9K | 0.00% | +504 | New |
| J.Safra Asset Management Corp | 509 | $79.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 512 | $79.1K | 0.01% | −6,574−92.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 550 | $85.0K | 0.00% | +100+22.2% | Added |
| Rakuten Securities, Inc. | 550 | $85.0K | 0.04% | +535+3,566.7% | Added |
| Smithfield Trust Co | 566 | $87.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 571 | $88.2K | 0.00% | −265−31.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 579 | $89.0K | 0.03% | +10+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 582 | $89.9K | 0.00% | +249+74.8% | Added |
| Versant Capital Management, Inc | 608 | $93.9K | 0.02% | −48−7.3% | Reduced |
| City Holding Co | 612 | $94.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 696 | $107.5K | 0.01% | +19+2.8% | Added |
| Huntington National Bank | 712 | $110.0K | 0.00% | +227+46.8% | Added |
| Clearstead Advisors, LLC | 729 | $112.6K | 0.00% | +441+153.1% | Added |
| Nomura Asset Management Co Ltd | 760 | $117.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 795 | $122.8K | 0.00% | +65+8.9% | Added |
| Natixis | 808 | $124.8K | 0.00% | −1,039−56.3% | Reduced |
| Northwest Financial Advisors | 821 | $126.8K | 0.10% | +821 | New |
| Vestcor Inc | 820 | $127.0K | 0.00% | −7,267−89.9% | Reduced |
| Blue Chip Partners, Inc. | 850 | $131.3K | 0.01% | +850 | New |
| Fifth Third Bancorp | 879 | $135.8K | 0.00% | +65+8.0% | Added |
| Coppell Advisory Solutions LLC | 885 | $137.5K | 0.02% | +669+309.7% | Added |
| Trust Co of Vermont | 1,000 | $154.5K | 0.01% | +1,000 | New |
| PFG Private Wealth Management, LLC | 1,028 | $158.8K | 0.09% | −105−9.3% | Reduced |
| Lindbrook Capital, LLC | 1,038 | $160.4K | 0.01% | +36+3.6% | Added |
| Global Trust Asset Management, LLC | 1,050 | $162.2K | 0.06% | +8+0.8% | Added |
| Salem Investment Counselors Inc | 1,074 | $165.9K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 19,186 | $167.0K | 0.14% | +11,681+155.6% | Added |
| Ci Investments Inc. | 1,125 | $174.0K | 0.00% | +182+19.3% | Added |
| Plato Investment Management Ltd | 1,140 | $175.9K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,175 | $181.5K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,220 | $188.5K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,288 | $199.0K | 0.01% | −868−40.3% | Reduced |
| Diligent Investors, LLC | 1,302 | $201.1K | 0.05% | +1,302 | New |
| EP Wealth Advisors, LLC | 1,324 | $204.5K | 0.00% | +1,324 | New |
| KLCM Advisors, Inc. | 1,326 | $204.9K | 0.02% | +1,326 | New |
| Summit Trail Advisors, LLC | 1,334 | $206.1K | 0.01% | +1,334 | New |
| Kensington Investment Counsel, LLC | 1,340 | $207.0K | 0.09% | +1,340 | New |
| Old National Bancorp | 1,341 | $207.2K | 0.00% | +1,341 | New |
| Patten & Patten Inc | 1,345 | $207.8K | 0.01% | +1,345 | New |
| WR Wealth Planners, LLC | 1,348 | $208.3K | 0.06% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 1,350 | $208.6K | 0.14% | +1,350 | New |
| Vicus Capital | 1,351 | $208.6K | 0.02% | +1,351 | New |
| Foundry Partners, LLC | 1,361 | $210.3K | 0.01% | +1,361 | New |
| Csenge Advisory Group | 1,404 | $210.4K | 0.01% | +1,404 | New |
| GAMMA Investing LLC | 1,368 | $211.3K | 0.02% | +294+27.4% | Added |
| Clarus Wealth Advisors | 1,426 | $214.6K | 0.11% | +1,426 | New |
| Diametric Capital, LP | 1,400 | $216.3K | 0.11% | +1,400 | New |
| Wetherby Asset Management Inc | 1,407 | $217.3K | 0.01% | +1,407 | New |
| Lombard Odier Asset Management (USA) Corp | 1,412 | $218.1K | 0.08% | +1,412 | New |
| Capstone Investment Advisors, LLC | 1,427 | $220.5K | 0.00% | −1,486−51.0% | Reduced |
| Flputnam Investment Management Co | 1,440 | $222.5K | 0.00% | +1,440 | New |
| Measured Wealth Private Client Group, LLC | 1,440 | $222.5K | 0.07% | +1,440 | New |
| Planned Solutions, Inc. | 1,444 | $223.1K | 0.09% | +1,444 | New |
| First Heartland Consultants, Inc. | 2,159 | $224.0K | 0.02% | +246+12.9% | Added |
| Harvest Investment Services, LLC | 1,453 | $224.5K | 0.07% | −1,226−45.8% | Reduced |
| Bailard, Inc. | 1,460 | $225.6K | 0.01% | +1,460 | New |
| Paulson Wealth Management Inc. | 1,461 | $225.7K | 0.06% | +1,461 | New |
| First Nebraska Trust Co | 1,475 | $227.9K | 0.02% | +1,475 | New |
| TFB Advisors LLC | 1,478 | $228.3K | 0.07% | +1,478 | New |
| Numerai GP LLC | 1,479 | $228.5K | 0.06% | +1,479 | New |
| Daymark Wealth Partners, LLC | 1,482 | $229.0K | 0.01% | +1,482 | New |
| Vise Technologies, Inc. | 1,493 | $230.7K | 0.03% | +1,493 | New |
| Quadrant Capital Group LLC | 1,498 | $231.4K | 0.02% | +235+18.6% | Added |
| Brown Miller Wealth Management, LLC | 1,500 | $231.7K | 0.09% | +1,500 | New |
| Greenland Capital Management LP | 1,500 | $231.7K | 0.04% | +1,500 | New |
| Montecito Bank & Trust | 1,506 | $232.7K | 0.04% | +1,506 | New |
| Wealthcare Advisory Partners LLC | 1,521 | $235.0K | 0.01% | +1,521 | New |
| NDVR, Inc. | 1,516 | $235.5K | 0.24% | +1,516 | New |
| Meeder Advisory Services, Inc. | 1,537 | $237.5K | 0.02% | +1,537 | New |
| Wealthfront Advisers LLC | 1,554 | $240.1K | 0.00% | +1,554 | New |
| Jamison Private Wealth Management, Inc. | 1,562 | $241.3K | 0.04% | +296+23.4% | Added |
| Gen-Wealth Partners Inc | 1,639 | $242.8K | 0.11% | +24+1.5% | Added |
| Financial Security Advisor, Inc. | 1,578 | $243.8K | 0.06% | +1,578 | New |
| William Blair Investment Management, LLC | 1,584 | $244.7K | 0.00% | +1,584 | New |
| Fortem Financial Group, LLC | 1,600 | $247.2K | 0.10% | −250−13.5% | Reduced |
| Wesbanco Bank Inc | 1,618 | $250.0K | 0.01% | +1,618 | New |
| Buckingham Strategic Partners | 1,621 | $250.4K | 0.01% | +1,621 | New |
| Claret Asset Management Corp | 1,625 | $251.0K | 0.04% | +1,625 | New |
| Camden Capital, LLC | 1,635 | $252.6K | 0.03% | +1,635 | New |
| Moore Capital Management, LP | 1,658 | $256.1K | 0.01% | +1,658 | New |
| Pacific Global Investment Management CO | 1,660 | $256.5K | 0.05% | +1,660 | New |
| Toroso Investments, LLC | 1,672 | $258.3K | 0.00% | +1,672 | New |
| Signaturefd, LLC | 1,673 | $258.5K | 0.00% | +728+77.0% | Added |
| Darwin Advisors, LLC | 1,691 | $261.3K | 0.07% | +1,691 | New |
| Greenleaf Trust | 1,693 | $261.6K | 0.00% | +1,693 | New |
| Morningstar Investment Management LLC | 1,708 | $262.0K | 0.03% | +1,708 | New |
| Invst, LLC | 1,697 | $262.2K | 0.03% | +1,697 | New |
| Strengthening Families & Communities, LLC | 1,700 | $262.6K | 0.07% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,700 | $263.0K | 0.00% | +1,700 | New |