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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 4,246 | $656.0K | 0.06% | −1,916−31.1% | Reduced |
| Change Path, LLC | 4,159 | $642.5K | 0.02% | +860+26.1% | Added |
| TownSquare Capital, LLC | 4,125 | $637.3K | 0.01% | +705+20.6% | Added |
| Shelton Capital Management | 4,118 | $636.2K | 0.02% | −131−3.1% | Reduced |
| Convergence Investment Partners, LLC | 4,053 | $626.1K | 0.17% | +4,053 | New |
| Thrive Capital Management, LLC | 4,046 | $625.2K | 0.29% | −358−8.1% | Reduced |
| Brown Advisory Inc | 3,975 | $614.1K | 0.00% | +208+5.5% | Added |
| Qsemble Capital Management, LP | 3,974 | $613.9K | 0.11% | −1,468−27.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,962 | $612.1K | 0.12% | +495+14.3% | Added |
| Compass Wealth Management LLC | 3,920 | $605.6K | 0.14% | −150−3.7% | Reduced |
| Ellis Investment Partners, LLC | 3,889 | $600.8K | 0.12% | +4+0.1% | Added |
| First Eagle Investment Management, LLC | 3,879 | $599.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 3,793 | $586.0K | 0.00% | +249+7.0% | Added |
| Meeder Asset Management Inc | 3,711 | $573.3K | 0.04% | −92−2.4% | Reduced |
| Nicholas Investment Partners, LP | 3,711 | $573.3K | 0.05% | −900−19.5% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $571.6K | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,646 | $563.3K | 0.03% | −65−1.8% | Reduced |
| US Bancorp | 3,615 | $558.5K | 0.00% | +10+0.3% | Added |
| Evergreen Capital Management LLC | 3,611 | $557.9K | 0.02% | +862+31.4% | Added |
| Jmac Enterprises LLC | 3,557 | $549.5K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,396 | $524.6K | 0.02% | +3,328+4,894.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,386 | $524.1K | 0.04% | −1,466−30.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,366 | $520.0K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,361 | $519.2K | 0.01% | −6−0.2% | Reduced |
| Mutual Advisors, LLC | 3,393 | $511.4K | 0.01% | −337−9.0% | Reduced |
| Machina Capital S.A.S. | 3,292 | $508.6K | 0.20% | −2,587−44.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,275 | $506.0K | 0.00% | +1,706+108.7% | Added |
| Captrust Financial Advisors | 3,252 | $502.4K | 0.00% | −113−3.4% | Reduced |
| Landscape Capital Management, L.L.C. | 3,236 | $499.9K | 0.05% | −3,044−48.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,211 | $496.1K | 0.03% | +399+14.2% | Added |
| Toronto Dominion Bank | 3,197 | $493.9K | 0.00% | +1,197+59.9% | Added |
| Jones Financial Companies LLLP | 3,174 | $493.1K | 0.00% | +1,721+118.4% | Added |
| Childress Capital Advisors, LLC | 3,187 | $492.4K | 0.13% | −350−9.9% | Reduced |
| Pitcairn Co | 3,184 | $491.9K | 0.03% | −673−17.4% | Reduced |
| First Hawaiian Bank | 3,144 | $485.7K | 0.02% | 00.0% | Unchanged |
| GDS Wealth Management | 3,122 | $482.3K | 0.05% | +3,122 | New |
| Ieq Capital, LLC | 3,083 | $476.3K | 0.01% | +228+8.0% | Added |
| Ashton Thomas Private Wealth, LLC | 3,078 | $475.5K | 0.03% | +320+11.6% | Added |
| Martin Capital Advisors, LLP | 3,056 | $472.1K | 0.34% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,055 | $472.0K | 0.01% | −4,988−62.0% | Reduced |
| CIBC Asset Management Inc | 3,054 | $471.8K | 0.00% | +109+3.7% | Added |
| 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 |
| PDT Partners, LLC | 2,992 | $462.2K | 0.04% | −11,810−79.8% | Reduced |
| Profund Advisors LLC | 2,960 | $457.3K | 0.02% | −60−2.0% | Reduced |
| Atomi Financial Group, Inc. | 2,932 | $453.0K | 0.03% | +206+7.6% | Added |
| Kesler, Norman & Wride, LLC | 2,926 | $452.1K | 0.09% | −407−12.2% | Reduced |
| 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 |
| Arlington Trust Co LLC | 2,850 | $440.3K | 0.10% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,847 | $439.8K | 0.41% | −521−15.5% | Reduced |
| Fiduciary Trust Co | 2,830 | $437.2K | 0.01% | −770−21.4% | Reduced |
| KBC Group NV | 2,827 | $437.0K | 0.00% | +436+18.2% | Added |
| Jump Financial, LLC | 2,816 | $435.0K | 0.01% | −132−4.5% | Reduced |
| Harbour Investments, Inc. | 2,768 | $427.7K | 0.01% | +229+9.0% | Added |
| Pallas Capital Advisors LLC | 2,825 | $425.8K | 0.02% | +464+19.7% | Added |
| Private Trust Co NA | 2,662 | $411.3K | 0.04% | +572+27.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,651 | $409.6K | 0.16% | +459+20.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,650 | $409.4K | 0.00% | +269+11.3% | Added |
| Raymond James Trust N.A. | 2,609 | $403.1K | 0.01% | −12−0.5% | Reduced |
| Gotham Asset Management, LLC | 2,596 | $401.1K | 0.00% | +2,596 | New |
| Kestra Private Wealth Services, LLC | 2,595 | $400.9K | 0.01% | −1,166−31.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $398.0K | 0.00% | −11,010−81.0% | Reduced |
| Atria Investments LLC | 2,569 | $396.9K | 0.00% | +466+22.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,526 | $390.2K | 0.01% | −98−3.7% | Reduced |
| RFG Advisory, LLC | 2,483 | $383.6K | 0.01% | −18−0.7% | Reduced |
| Applied Finance Capital Management, LLC | 2,479 | $383.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,397 | $370.3K | 0.01% | +396+19.8% | Added |
| Alps Advisors Inc | 2,363 | $365.1K | 0.00% | −535−18.5% | Reduced |
| First Citizens Bank & Trust Co | 2,351 | $363.2K | 0.01% | +83+3.7% | Added |
| Moors & Cabot, Inc. | 2,334 | $363.2K | 0.02% | +435+22.9% | Added |
| Foundations Investment Advisors, LLC | 2,350 | $363.0K | 0.01% | −117−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,345 | $362.3K | 0.00% | −269−10.3% | Reduced |
| Centaurus Financial, Inc. | 2,328 | $360.0K | 0.02% | +9+0.4% | Added |
| Harbour Capital Advisors, LLC | 2,375 | $358.8K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,276 | $351.6K | 0.01% | +2,276 | New |
| Farther Finance Advisors, LLC | 2,275 | $351.5K | 0.01% | +847+59.3% | Added |
| Versor Investments LP | 2,261 | $349.3K | 0.06% | +2,261 | New |
| HM Payson & Co | 2,260 | $349.1K | 0.01% | −850−27.3% | Reduced |
| Independent Advisor Alliance | 2,225 | $343.7K | 0.01% | +149+7.2% | Added |
| Trajan Wealth LLC | 2,224 | $343.6K | 0.02% | +119+5.7% | Added |
| Omnia Family Wealth, LLC | 2,180 | $336.8K | 0.14% | +66+3.1% | Added |
| Two Sigma Securities, LLC | 2,156 | $333.1K | 0.03% | +2,156 | New |
| Sequoia Financial Advisors, LLC | 2,154 | $332.8K | 0.00% | +281+15.0% | Added |
| Cooper Financial Group | 2,139 | $330.5K | 0.04% | −474−18.1% | Reduced |
| 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 |
| Cercano Management LLC | 2,107 | $325.5K | 0.01% | +2,107 | New |
| Old North State Trust, LLC | 2,069 | $320.0K | 0.26% | +143+7.4% | Added |
| Old Port Advisors | 2,049 | $316.6K | 0.09% | +264+14.8% | Added |
| Aaron Wealth Advisors | 2,020 | $312.1K | 0.04% | +2,020 | New |
| Lecap Asset Management Ltd | 2,016 | $311.5K | 0.07% | −10,213−83.5% | Reduced |
| Twin Tree Management, LP | 2,008 | $310.2K | 0.01% | +2,008 | New |
| Park Avenue Securities LLC | 2,001 | $309.0K | 0.00% | −400−16.7% | Reduced |
| Strategic Advisors LLC | 2,000 | $309.0K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,971 | $304.6K | 0.07% | +1,971 | New |
| ORG Wealth Partners, LLC | 1,971 | $304.5K | 0.10% | +1,971 | New |
| Great Lakes Advisors, LLC | 1,925 | $297.4K | 0.00% | +1,925 | New |
| Insigneo Advisory Services, LLC | 1,901 | $293.7K | 0.03% | +35+1.9% | Added |
| Stratos Wealth Partners, LTD. | 1,883 | $291.0K | 0.00% | +47+2.6% | Added |