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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 1,705 | $263.4K | 0.00% | +1,705 | New |
| Bleakley Financial Group, LLC | 1,718 | $265.3K | 0.01% | +1,718 | New |
| Alpine Woods Capital Investors, LLC | 1,700 | $267.5K | 0.05% | +1,700 | New |
| Modera Wealth Management, LLC | 1,747 | $269.9K | 0.00% | +6+0.3% | Added |
| Quent Capital, LLC | 1,747 | $270.0K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 1,765 | $272.7K | 0.02% | +1,765 | New |
| EntryPoint Capital, LLC | 1,768 | $273.1K | 0.16% | +1,768 | New |
| La Banque Postale Asset Management SA | 1,780 | $275.0K | 0.00% | +1,780 | New |
| 180 Wealth Advisors, LLC | 1,791 | $276.7K | 0.04% | −150−7.7% | Reduced |
| Montgomery Investment Management Inc | 1,800 | $278.1K | 0.10% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,810 | $279.6K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,816 | $280.6K | 0.00% | −8−0.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,821 | $281.3K | 0.06% | +1,821 | New |
| Clifford Swan Investment Counsel LLC | 1,839 | $284.1K | 0.01% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,855 | $286.6K | 0.12% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,865 | $288.2K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,872 | $289.2K | 0.01% | −44−2.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,876 | $289.8K | 0.05% | +130+7.4% | Added |
| Stratos Wealth Partners, LTD. | 1,883 | $291.0K | 0.00% | +47+2.6% | Added |
| Insigneo Advisory Services, LLC | 1,901 | $293.7K | 0.03% | +35+1.9% | Added |
| Great Lakes Advisors, LLC | 1,925 | $297.4K | 0.00% | +1,925 | New |
| ORG Wealth Partners, LLC | 1,971 | $304.5K | 0.10% | +1,971 | New |
| Sovereign Financial Group, Inc. | 1,971 | $304.6K | 0.07% | +1,971 | New |
| Strategic Advisors LLC | 2,000 | $309.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,001 | $309.0K | 0.00% | −400−16.7% | Reduced |
| Twin Tree Management, LP | 2,008 | $310.2K | 0.01% | +2,008 | New |
| Lecap Asset Management Ltd | 2,016 | $311.5K | 0.07% | −10,213−83.5% | Reduced |
| Aaron Wealth Advisors | 2,020 | $312.1K | 0.04% | +2,020 | New |
| Old Port Advisors | 2,049 | $316.6K | 0.09% | +264+14.8% | Added |
| Old North State Trust, LLC | 2,069 | $320.0K | 0.26% | +143+7.4% | Added |
| Cercano Management LLC | 2,107 | $325.5K | 0.01% | +2,107 | New |
| Wellington Management Group LLP | 2,120 | $327.5K | 0.00% | −28,088−93.0% | Reduced |
| CAPROCK Group, Inc. | 2,120 | $327.5K | 0.01% | +2,120 | New |
| Cooper Financial Group | 2,139 | $330.5K | 0.04% | −474−18.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,154 | $332.8K | 0.00% | +281+15.0% | Added |
| Two Sigma Securities, LLC | 2,156 | $333.1K | 0.03% | +2,156 | New |
| Omnia Family Wealth, LLC | 2,180 | $336.8K | 0.14% | +66+3.1% | Added |
| Trajan Wealth LLC | 2,224 | $343.6K | 0.02% | +119+5.7% | Added |
| Independent Advisor Alliance | 2,225 | $343.7K | 0.01% | +149+7.2% | Added |
| HM Payson & Co | 2,260 | $349.1K | 0.01% | −850−27.3% | Reduced |
| Versor Investments LP | 2,261 | $349.3K | 0.06% | +2,261 | New |
| Farther Finance Advisors, LLC | 2,275 | $351.5K | 0.01% | +847+59.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,276 | $351.6K | 0.01% | +2,276 | New |
| Harbour Capital Advisors, LLC | 2,375 | $358.8K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,328 | $360.0K | 0.02% | +9+0.4% | Added |
| United Capital Financial Advisers, LLC | 2,345 | $362.3K | 0.00% | −269−10.3% | Reduced |
| Foundations Investment Advisors, LLC | 2,350 | $363.0K | 0.01% | −117−4.7% | Reduced |
| Moors & Cabot, Inc. | 2,334 | $363.2K | 0.02% | +435+22.9% | Added |
| First Citizens Bank & Trust Co | 2,351 | $363.2K | 0.01% | +83+3.7% | Added |
| Alps Advisors Inc | 2,363 | $365.1K | 0.00% | −535−18.5% | Reduced |
| Brookstone Capital Management | 2,397 | $370.3K | 0.01% | +396+19.8% | Added |
| Applied Finance Capital Management, LLC | 2,479 | $383.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,483 | $383.6K | 0.01% | −18−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,526 | $390.2K | 0.01% | −98−3.7% | Reduced |
| Atria Investments LLC | 2,569 | $396.9K | 0.00% | +466+22.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $398.0K | 0.00% | −11,010−81.0% | Reduced |
| Kestra Private Wealth Services, LLC | 2,595 | $400.9K | 0.01% | −1,166−31.0% | Reduced |
| Gotham Asset Management, LLC | 2,596 | $401.1K | 0.00% | +2,596 | New |
| Raymond James Trust N.A. | 2,609 | $403.1K | 0.01% | −12−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,650 | $409.4K | 0.00% | +269+11.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,651 | $409.6K | 0.16% | +459+20.9% | Added |
| Private Trust Co NA | 2,662 | $411.3K | 0.04% | +572+27.4% | Added |
| Pallas Capital Advisors LLC | 2,825 | $425.8K | 0.02% | +464+19.7% | Added |
| Harbour Investments, Inc. | 2,768 | $427.7K | 0.01% | +229+9.0% | Added |
| Jump Financial, LLC | 2,816 | $435.0K | 0.01% | −132−4.5% | Reduced |
| KBC Group NV | 2,827 | $437.0K | 0.00% | +436+18.2% | Added |
| Fiduciary Trust Co | 2,830 | $437.2K | 0.01% | −770−21.4% | Reduced |
| Precision Wealth Strategies, LLC | 2,847 | $439.8K | 0.41% | −521−15.5% | Reduced |
| Arlington Trust Co LLC | 2,850 | $440.3K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,889 | $446.4K | 0.00% | +673+30.4% | Added |
| Orion Portfolio Solutions, LLC | 2,889 | $446.4K | 0.00% | +673+30.4% | Added |
| Kesler, Norman & Wride, LLC | 2,926 | $452.1K | 0.09% | −407−12.2% | Reduced |
| Atomi Financial Group, Inc. | 2,932 | $453.0K | 0.03% | +206+7.6% | Added |
| Profund Advisors LLC | 2,960 | $457.3K | 0.02% | −60−2.0% | Reduced |
| PDT Partners, LLC | 2,992 | $462.2K | 0.04% | −11,810−79.8% | Reduced |
| Leavell Investment Management, Inc. | 3,000 | $463.5K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,000 | $463.5K | 0.12% | +3,000 | New |
| CIBC Asset Management Inc | 3,054 | $471.8K | 0.00% | +109+3.7% | Added |
| Tower Research Capital LLC (TRC) | 3,055 | $472.0K | 0.01% | −4,988−62.0% | Reduced |
| Martin Capital Advisors, LLP | 3,056 | $472.1K | 0.34% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,078 | $475.5K | 0.03% | +320+11.6% | Added |
| Ieq Capital, LLC | 3,083 | $476.3K | 0.01% | +228+8.0% | Added |
| GDS Wealth Management | 3,122 | $482.3K | 0.05% | +3,122 | New |
| First Hawaiian Bank | 3,144 | $485.7K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,184 | $491.9K | 0.03% | −673−17.4% | Reduced |
| Childress Capital Advisors, LLC | 3,187 | $492.4K | 0.13% | −350−9.9% | Reduced |
| Jones Financial Companies LLLP | 3,174 | $493.1K | 0.00% | +1,721+118.4% | Added |
| Toronto Dominion Bank | 3,197 | $493.9K | 0.00% | +1,197+59.9% | Added |
| Flagship Harbor Advisors, LLC | 3,211 | $496.1K | 0.03% | +399+14.2% | Added |
| Landscape Capital Management, L.L.C. | 3,236 | $499.9K | 0.05% | −3,044−48.5% | Reduced |
| Captrust Financial Advisors | 3,252 | $502.4K | 0.00% | −113−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,275 | $506.0K | 0.00% | +1,706+108.7% | Added |
| Machina Capital S.A.S. | 3,292 | $508.6K | 0.20% | −2,587−44.0% | Reduced |
| Mutual Advisors, LLC | 3,393 | $511.4K | 0.01% | −337−9.0% | Reduced |
| Forum Financial Management, LP | 3,361 | $519.2K | 0.01% | −6−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,366 | $520.0K | 0.11% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,386 | $524.1K | 0.04% | −1,466−30.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,396 | $524.6K | 0.02% | +3,328+4,894.1% | Added |
| Jmac Enterprises LLC | 3,557 | $549.5K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,611 | $557.9K | 0.02% | +862+31.4% | Added |