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 |
|---|---|---|---|---|---|
| US Bancorp | 3,615 | $558.5K | 0.00% | +10+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 3,646 | $563.3K | 0.03% | −65−1.8% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $571.6K | 0.11% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 3,711 | $573.3K | 0.05% | −900−19.5% | Reduced |
| Meeder Asset Management Inc | 3,711 | $573.3K | 0.04% | −92−2.4% | Reduced |
| Commerce Bank | 3,793 | $586.0K | 0.00% | +249+7.0% | Added |
| First Eagle Investment Management, LLC | 3,879 | $599.3K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,889 | $600.8K | 0.12% | +4+0.1% | Added |
| Compass Wealth Management LLC | 3,920 | $605.6K | 0.14% | −150−3.7% | Reduced |
| Lebenthal Global Advisors, LLC | 3,962 | $612.1K | 0.12% | +495+14.3% | Added |
| Qsemble Capital Management, LP | 3,974 | $613.9K | 0.11% | −1,468−27.0% | Reduced |
| Brown Advisory Inc | 3,975 | $614.1K | 0.00% | +208+5.5% | Added |
| Thrive Capital Management, LLC | 4,046 | $625.2K | 0.29% | −358−8.1% | Reduced |
| Convergence Investment Partners, LLC | 4,053 | $626.1K | 0.17% | +4,053 | New |
| Shelton Capital Management | 4,118 | $636.2K | 0.02% | −131−3.1% | Reduced |
| TownSquare Capital, LLC | 4,125 | $637.3K | 0.01% | +705+20.6% | Added |
| Change Path, LLC | 4,159 | $642.5K | 0.02% | +860+26.1% | Added |
| Quest Partners LLC | 4,246 | $656.0K | 0.06% | −1,916−31.1% | Reduced |
| Eschler Asset Management LLP | 4,262 | $658.4K | 0.98% | +4,262 | New |
| Golden State Equity Partners | 4,307 | $665.4K | 0.10% | +650+17.8% | Added |
| ProShare Advisors LLC | 4,475 | $691.3K | 0.00% | −438−8.9% | Reduced |
| Gsa Capital Partners LLP | 4,483 | $693.0K | 0.05% | −10,337−69.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,502 | $695.5K | 0.05% | +20.0% | Added |
| Balyasny Asset Management LLC | 4,536 | $700.8K | 0.00% | −149,650−97.1% | Reduced |
| Oak Asset Management, LLC | 4,600 | $710.7K | 0.25% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,631 | $715.0K | 0.05% | +20.0% | Added |
| Ethic Inc. | 5,568 | $720.3K | 0.02% | +736+15.2% | Added |
| Alpha DNA Investment Management LLC | 4,735 | $731.5K | 0.40% | +645+15.8% | Added |
| E Fund Management Co., Ltd. | 4,758 | $735.1K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,786 | $739.5K | 0.01% | +570+13.5% | Added |
| Eqis Capital Management, Inc. | 4,814 | $743.7K | 0.06% | −817−14.5% | Reduced |
| Key Financial Inc | 4,871 | $752.5K | 0.17% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,874 | $753.0K | 0.04% | −5,626−53.6% | Reduced |
| Jefferies Financial Group Inc. | 4,887 | $755.0K | 0.01% | +4,887 | New |
| Wedbush Securities Inc | 4,916 | $760.0K | 0.03% | −1,061−17.8% | Reduced |
| Penserra Capital Management LLC | 4,947 | $764.0K | 0.02% | −130−2.6% | Reduced |
| Cito Capital Group, LLC | 5,000 | $772.0K | 0.29% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 5,000 | $772.5K | 0.18% | −1,490−23.0% | Reduced |
| Forte Capital LLC | 5,010 | $774.0K | 0.09% | +30+0.6% | Added |
| Strategic Investment Advisors | 5,044 | $779.2K | 0.09% | +2,757+120.6% | Added |
| Inceptionr LLC | 5,082 | $785.1K | 0.19% | −6,444−55.9% | Reduced |
| Veriti Management LLC | 5,089 | $786.2K | 0.04% | +72+1.4% | Added |
| Quadrature Capital Ltd | 5,167 | $798.1K | 0.02% | +5,167 | New |
| Kingsview Wealth Management, LLC | 5,187 | $801.3K | 0.02% | +349+7.2% | Added |
| Shay Capital LLC | 5,300 | $818.8K | 0.24% | +5,300 | New |
| Advisors Asset Management, Inc. | 5,308 | $820.0K | 0.02% | −1,156−17.9% | Reduced |
| Gratus Wealth Advisors, LLC | 5,597 | $842.3K | 0.14% | +424+8.2% | Added |
| Custom Index Systems, LLC | 5,520 | $852.8K | 0.46% | +1,709+44.8% | Added |
| Shell Asset Management Co | 5,559 | $859.0K | 0.04% | +5,559 | New |
| Elevated Capital Advisors, LLC | 5,592 | $864.0K | 0.23% | −176−3.1% | Reduced |
| Chapin Davis, Inc. | 5,628 | $869.5K | 0.28% | −180−3.1% | Reduced |
| Paloma Partners Management Co | 5,758 | $889.6K | 0.05% | +5,758 | New |
| Bridgefront Capital, LLC | 5,802 | $896.4K | 0.35% | +5,802 | New |
| Hancock Whitney Corp | 5,879 | $908.2K | 0.03% | +5,879 | New |
| Systematic Alpha Investments, LLC | 5,900 | $911.5K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 5,910 | $913.0K | 0.07% | +5,910 | New |
| Maryland State Retirement & Pension System | 5,921 | $914.7K | 0.02% | −2,580−30.3% | Reduced |
| GWM Advisors LLC | 5,951 | $919.5K | 0.01% | +837+16.4% | Added |
| Lyell Wealth Management, LP | 6,050 | $934.7K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,185 | $955.6K | 0.06% | +2,668+75.9% | Added |
| Caxton Associates LP | 6,189 | $956.1K | 0.04% | −8,156−56.9% | Reduced |
| CSS LLC | 6,200 | $957.8K | 0.06% | +700+12.7% | Added |
| Fox Run Management, L.L.C. | 6,237 | $963.6K | 0.21% | +253+4.2% | Added |
| River Wealth Advisors LLC | 6,250 | $965.6K | 0.13% | −182−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,300 | $973.0K | 0.02% | −31,867−83.5% | Reduced |
| Asset Management One Co.,Ltd. | 6,300 | $973.3K | 0.00% | −6,253−49.8% | Reduced |
| Sciencast Management LP | 6,305 | $974.1K | 0.29% | −5,200−45.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,391 | $987.3K | 0.00% | +350+5.8% | Added |
| Diker Management LLC | 6,400 | $988.7K | 0.79% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,454 | $997.1K | 0.10% | +1,329+25.9% | Added |
| Harvest Fund Management Co., Ltd | 6,549 | $1.01M | 0.06% | +3,035+86.4% | Added |
| CastleKnight Management LP | 6,600 | $1.02M | 0.12% | +6,600 | New |
| CWM, LLC | 6,602 | $1.02M | 0.00% | +332+5.3% | Added |
| Jaffetilchin Investment Partners, LLC | 6,742 | $1.04M | 0.08% | −169−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,825 | $1.05M | 0.32% | −75−1.1% | Reduced |
| O'Neil Global Advisors, Inc. | 6,883 | $1.06M | 0.27% | +6,883 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,950 | $1.07M | 0.00% | +2,600+59.8% | Added |
| CI Private Wealth, LLC | 6,968 | $1.08M | 0.00% | +1,930+38.3% | Added |
| Crossmark Global Holdings, Inc. | 7,108 | $1.10M | 0.02% | −28−0.4% | Reduced |
| Beck Bode, LLC | 7,143 | $1.10M | 0.21% | +40+0.6% | Added |
| Hilltop National Bank | 7,210 | $1.11M | 0.34% | +728+11.2% | Added |
| Lisanti Capital Growth, LLC | 7,360 | $1.14M | 0.29% | −5,390−42.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,424 | $1.15M | 0.09% | +4,832+186.4% | Added |
| We Are One Seven, LLC | 7,501 | $1.16M | 0.05% | +29+0.4% | Added |
| Castlekeep Investment Advisors LLC | 7,669 | $1.18M | 0.81% | +86+1.1% | Added |
| Gabelli Funds LLC | 7,700 | $1.19M | 0.01% | −6,300−45.0% | Reduced |
| Atlas Capital Advisors LLC | 7,780 | $1.20M | 0.18% | +691+9.7% | Added |
| RSM US Wealth Management LLC | 7,782 | $1.20M | 0.02% | +3,099+66.2% | Added |
| Axq Capital, LP | 7,847 | $1.21M | 0.37% | −1,276−14.0% | Reduced |
| Storebrand Asset Management AS | 7,923 | $1.22M | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,235 | $1.23M | 0.01% | +792+10.6% | Added |
| Securian Asset Management, Inc | 7,982 | $1.23M | 0.04% | −326−3.9% | Reduced |
| Chase Investment Counsel Corp | 8,000 | $1.24M | 0.41% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 8,200 | $1.27M | 0.28% | +8,200 | New |
| Virtu Financial LLC | 8,477 | $1.31M | 0.07% | +5,400+175.5% | Added |
| Van Hulzen Asset Management, LLC | 8,500 | $1.31M | 0.10% | +500+6.3% | Added |
| PKO Investment Management Joint-Stock Co | 8,500 | $1.31M | 0.16% | −4,500−34.6% | Reduced |
| MorganRosel Wealth Management, LLC | 8,518 | $1.32M | 0.43% | −1,803−17.5% | Reduced |
| DekaBank Deutsche Girozentrale | 8,591 | $1.33M | 0.00% | −200−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,672 | $1.34M | 0.00% | −415−4.6% | Reduced |