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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 11,193 | $1.73M | 0.01% | +216+2.0% | Added |
| Empirical Finance, LLC | 11,207 | $1.73M | 0.10% | +37+0.3% | Added |
| Xponance, Inc. | 11,095 | $1.71M | 0.02% | −113−1.0% | Reduced |
| Delphi Management Inc | 10,837 | $1.67M | 1.52% | −3,283−23.3% | Reduced |
| BLB&B Advisors, LLC | 10,721 | $1.66M | 0.08% | 00.0% | Unchanged |
| Creative Planning | 10,323 | $1.59M | 0.00% | +1,063+11.5% | Added |
| Federated Hermes, Inc. | 10,287 | $1.59M | 0.00% | −436−4.1% | Reduced |
| GTS Securities LLC | 10,222 | $1.58M | 0.03% | −13,061−56.1% | Reduced |
| CBOE Vest Financial, LLC | 9,869 | $1.52M | 0.03% | +319+3.3% | Added |
| MRP Capital Investments, LLC | 9,781 | $1.51M | 1.44% | −674−6.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,440 | $1.46M | 0.10% | −500−5.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,165 | $1.42M | 0.27% | +3,969+76.4% | Added |
| Truist Financial Corp | 9,027 | $1.39M | 0.00% | −12,986−59.0% | Reduced |
| Vontobel Holding Ltd. | 9,017 | $1.39M | 0.00% | +3,615+66.9% | Added |
| D.A. Davidson & Co. | 8,902 | $1.38M | 0.01% | +640+7.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,793 | $1.37M | 0.01% | −2,397−21.4% | Reduced |
| Lifestyle Asset Management, Inc. | 8,778 | $1.36M | 0.75% | −712−7.5% | Reduced |
| May Barnhard Investments LLC | 8,685 | $1.34M | 0.66% | −65−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,672 | $1.34M | 0.00% | −415−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 8,591 | $1.33M | 0.00% | −200−2.3% | Reduced |
| MorganRosel Wealth Management, LLC | 8,518 | $1.32M | 0.43% | −1,803−17.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 8,500 | $1.31M | 0.16% | −4,500−34.6% | Reduced |
| Van Hulzen Asset Management, LLC | 8,500 | $1.31M | 0.10% | +500+6.3% | Added |
| Virtu Financial LLC | 8,477 | $1.31M | 0.07% | +5,400+175.5% | Added |
| Catalyst Funds Management Pty Ltd | 8,200 | $1.27M | 0.28% | +8,200 | New |
| Chase Investment Counsel Corp | 8,000 | $1.24M | 0.41% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,982 | $1.23M | 0.04% | −326−3.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,235 | $1.23M | 0.01% | +792+10.6% | Added |
| Storebrand Asset Management AS | 7,923 | $1.22M | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 7,847 | $1.21M | 0.37% | −1,276−14.0% | Reduced |
| RSM US Wealth Management LLC | 7,782 | $1.20M | 0.02% | +3,099+66.2% | Added |
| Atlas Capital Advisors LLC | 7,780 | $1.20M | 0.18% | +691+9.7% | Added |
| Gabelli Funds LLC | 7,700 | $1.19M | 0.01% | −6,300−45.0% | Reduced |
| Castlekeep Investment Advisors LLC | 7,669 | $1.18M | 0.81% | +86+1.1% | Added |
| We Are One Seven, LLC | 7,501 | $1.16M | 0.05% | +29+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 7,424 | $1.15M | 0.09% | +4,832+186.4% | Added |
| Lisanti Capital Growth, LLC | 7,360 | $1.14M | 0.29% | −5,390−42.3% | Reduced |
| Hilltop National Bank | 7,210 | $1.11M | 0.34% | +728+11.2% | Added |
| Beck Bode, LLC | 7,143 | $1.10M | 0.21% | +40+0.6% | Added |
| Crossmark Global Holdings, Inc. | 7,108 | $1.10M | 0.02% | −28−0.4% | Reduced |
| CI Private Wealth, LLC | 6,968 | $1.08M | 0.00% | +1,930+38.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,950 | $1.07M | 0.00% | +2,600+59.8% | Added |
| O'Neil Global Advisors, Inc. | 6,883 | $1.06M | 0.27% | +6,883 | New |
| Brown, Lisle/Cummings, Inc. | 6,825 | $1.05M | 0.32% | −75−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,742 | $1.04M | 0.08% | −169−2.4% | Reduced |
| CWM, LLC | 6,602 | $1.02M | 0.00% | +332+5.3% | Added |
| CastleKnight Management LP | 6,600 | $1.02M | 0.12% | +6,600 | New |
| Harvest Fund Management Co., Ltd | 6,549 | $1.01M | 0.06% | +3,035+86.4% | Added |
| Caldwell Trust Co | 6,454 | $997.1K | 0.10% | +1,329+25.9% | Added |
| Diker Management LLC | 6,400 | $988.7K | 0.79% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 6,391 | $987.3K | 0.00% | +350+5.8% | Added |
| Sciencast Management LP | 6,305 | $974.1K | 0.29% | −5,200−45.2% | Reduced |
| Asset Management One Co.,Ltd. | 6,300 | $973.3K | 0.00% | −6,253−49.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,300 | $973.0K | 0.02% | −31,867−83.5% | Reduced |
| River Wealth Advisors LLC | 6,250 | $965.6K | 0.13% | −182−2.8% | Reduced |
| Fox Run Management, L.L.C. | 6,237 | $963.6K | 0.21% | +253+4.2% | Added |
| CSS LLC | 6,200 | $957.8K | 0.06% | +700+12.7% | Added |
| Caxton Associates LP | 6,189 | $956.1K | 0.04% | −8,156−56.9% | Reduced |
| Belpointe Asset Management LLC | 6,185 | $955.6K | 0.06% | +2,668+75.9% | Added |
| Lyell Wealth Management, LP | 6,050 | $934.7K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,951 | $919.5K | 0.01% | +837+16.4% | Added |
| Maryland State Retirement & Pension System | 5,921 | $914.7K | 0.02% | −2,580−30.3% | Reduced |
| Natixis Investment Managers International | 5,910 | $913.0K | 0.07% | +5,910 | New |
| Systematic Alpha Investments, LLC | 5,900 | $911.5K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,879 | $908.2K | 0.03% | +5,879 | New |
| Bridgefront Capital, LLC | 5,802 | $896.4K | 0.35% | +5,802 | New |
| Paloma Partners Management Co | 5,758 | $889.6K | 0.05% | +5,758 | New |
| Chapin Davis, Inc. | 5,628 | $869.5K | 0.28% | −180−3.1% | Reduced |
| Elevated Capital Advisors, LLC | 5,592 | $864.0K | 0.23% | −176−3.1% | Reduced |
| Shell Asset Management Co | 5,559 | $859.0K | 0.04% | +5,559 | New |
| Custom Index Systems, LLC | 5,520 | $852.8K | 0.46% | +1,709+44.8% | Added |
| Gratus Wealth Advisors, LLC | 5,597 | $842.3K | 0.14% | +424+8.2% | Added |
| Advisors Asset Management, Inc. | 5,308 | $820.0K | 0.02% | −1,156−17.9% | Reduced |
| Shay Capital LLC | 5,300 | $818.8K | 0.24% | +5,300 | New |
| Kingsview Wealth Management, LLC | 5,187 | $801.3K | 0.02% | +349+7.2% | Added |
| Quadrature Capital Ltd | 5,167 | $798.1K | 0.02% | +5,167 | New |
| Veriti Management LLC | 5,089 | $786.2K | 0.04% | +72+1.4% | Added |
| Inceptionr LLC | 5,082 | $785.1K | 0.19% | −6,444−55.9% | Reduced |
| Strategic Investment Advisors | 5,044 | $779.2K | 0.09% | +2,757+120.6% | Added |
| Forte Capital LLC | 5,010 | $774.0K | 0.09% | +30+0.6% | Added |
| Stamos Capital Partners, L.P. | 5,000 | $772.5K | 0.18% | −1,490−23.0% | Reduced |
| Cito Capital Group, LLC | 5,000 | $772.0K | 0.29% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,947 | $764.0K | 0.02% | −130−2.6% | Reduced |
| Wedbush Securities Inc | 4,916 | $760.0K | 0.03% | −1,061−17.8% | Reduced |
| Jefferies Financial Group Inc. | 4,887 | $755.0K | 0.01% | +4,887 | New |
| Brevan Howard Capital Management LP | 4,874 | $753.0K | 0.04% | −5,626−53.6% | Reduced |
| Key Financial Inc | 4,871 | $752.5K | 0.17% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,814 | $743.7K | 0.06% | −817−14.5% | Reduced |
| Atria Wealth Solutions, Inc. | 4,786 | $739.5K | 0.01% | +570+13.5% | Added |
| E Fund Management Co., Ltd. | 4,758 | $735.1K | 0.04% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 4,735 | $731.5K | 0.40% | +645+15.8% | Added |
| Ethic Inc. | 5,568 | $720.3K | 0.02% | +736+15.2% | Added |
| Thoroughbred Financial Services, LLC | 4,631 | $715.0K | 0.05% | +20.0% | Added |
| Oak Asset Management, LLC | 4,600 | $710.7K | 0.25% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,536 | $700.8K | 0.00% | −149,650−97.1% | Reduced |
| Transcend Wealth Collective, LLC | 4,502 | $695.5K | 0.05% | +20.0% | Added |
| Gsa Capital Partners LLP | 4,483 | $693.0K | 0.05% | −10,337−69.8% | Reduced |
| ProShare Advisors LLC | 4,475 | $691.3K | 0.00% | −438−8.9% | Reduced |
| Golden State Equity Partners | 4,307 | $665.4K | 0.10% | +650+17.8% | Added |
| Eschler Asset Management LLP | 4,262 | $658.4K | 0.98% | +4,262 | New |