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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,876 | $289.8K | 0.05% | +130+7.4% | Added |
| Journey Strategic Wealth LLC | 1,872 | $289.2K | 0.01% | −44−2.3% | Reduced |
| Jacobi Capital Management LLC | 1,865 | $288.2K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,855 | $286.6K | 0.12% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,839 | $284.1K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,821 | $281.3K | 0.06% | +1,821 | New |
| Ballentine Partners, LLC | 1,816 | $280.6K | 0.00% | −8−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 1,810 | $279.6K | 0.03% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,800 | $278.1K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,791 | $276.7K | 0.04% | −150−7.7% | Reduced |
| La Banque Postale Asset Management SA | 1,780 | $275.0K | 0.00% | +1,780 | New |
| EntryPoint Capital, LLC | 1,768 | $273.1K | 0.16% | +1,768 | New |
| Trust Point Inc. | 1,765 | $272.7K | 0.02% | +1,765 | New |
| Quent Capital, LLC | 1,747 | $270.0K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,747 | $269.9K | 0.00% | +6+0.3% | Added |
| Alpine Woods Capital Investors, LLC | 1,700 | $267.5K | 0.05% | +1,700 | New |
| Bleakley Financial Group, LLC | 1,718 | $265.3K | 0.01% | +1,718 | New |
| Davenport & Co LLC | 1,705 | $263.4K | 0.00% | +1,705 | New |
| Peapack Gladstone Financial Corp | 1,700 | $263.0K | 0.00% | +1,700 | New |
| Strengthening Families & Communities, LLC | 1,700 | $262.6K | 0.07% | 00.0% | Unchanged |
| Invst, LLC | 1,697 | $262.2K | 0.03% | +1,697 | New |
| Morningstar Investment Management LLC | 1,708 | $262.0K | 0.03% | +1,708 | New |
| Greenleaf Trust | 1,693 | $261.6K | 0.00% | +1,693 | New |
| Darwin Advisors, LLC | 1,691 | $261.3K | 0.07% | +1,691 | New |
| Signaturefd, LLC | 1,673 | $258.5K | 0.00% | +728+77.0% | Added |
| Toroso Investments, LLC | 1,672 | $258.3K | 0.00% | +1,672 | New |
| Pacific Global Investment Management CO | 1,660 | $256.5K | 0.05% | +1,660 | New |
| Moore Capital Management, LP | 1,658 | $256.1K | 0.01% | +1,658 | New |
| Camden Capital, LLC | 1,635 | $252.6K | 0.03% | +1,635 | New |
| Claret Asset Management Corp | 1,625 | $251.0K | 0.04% | +1,625 | New |
| Buckingham Strategic Partners | 1,621 | $250.4K | 0.01% | +1,621 | New |
| Wesbanco Bank Inc | 1,618 | $250.0K | 0.01% | +1,618 | New |
| Fortem Financial Group, LLC | 1,600 | $247.2K | 0.10% | −250−13.5% | Reduced |
| William Blair Investment Management, LLC | 1,584 | $244.7K | 0.00% | +1,584 | New |
| Financial Security Advisor, Inc. | 1,578 | $243.8K | 0.06% | +1,578 | New |
| Gen-Wealth Partners Inc | 1,639 | $242.8K | 0.11% | +24+1.5% | Added |
| Jamison Private Wealth Management, Inc. | 1,562 | $241.3K | 0.04% | +296+23.4% | Added |
| Wealthfront Advisers LLC | 1,554 | $240.1K | 0.00% | +1,554 | New |
| Meeder Advisory Services, Inc. | 1,537 | $237.5K | 0.02% | +1,537 | New |
| NDVR, Inc. | 1,516 | $235.5K | 0.24% | +1,516 | New |
| Wealthcare Advisory Partners LLC | 1,521 | $235.0K | 0.01% | +1,521 | New |
| Montecito Bank & Trust | 1,506 | $232.7K | 0.04% | +1,506 | New |
| 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 |
| Quadrant Capital Group LLC | 1,498 | $231.4K | 0.02% | +235+18.6% | Added |
| Vise Technologies, Inc. | 1,493 | $230.7K | 0.03% | +1,493 | New |
| Daymark Wealth Partners, LLC | 1,482 | $229.0K | 0.01% | +1,482 | New |
| Numerai GP LLC | 1,479 | $228.5K | 0.06% | +1,479 | New |
| TFB Advisors LLC | 1,478 | $228.3K | 0.07% | +1,478 | New |
| First Nebraska Trust Co | 1,475 | $227.9K | 0.02% | +1,475 | New |
| Paulson Wealth Management Inc. | 1,461 | $225.7K | 0.06% | +1,461 | New |
| Bailard, Inc. | 1,460 | $225.6K | 0.01% | +1,460 | New |
| Harvest Investment Services, LLC | 1,453 | $224.5K | 0.07% | −1,226−45.8% | Reduced |
| First Heartland Consultants, Inc. | 2,159 | $224.0K | 0.02% | +246+12.9% | Added |
| Planned Solutions, Inc. | 1,444 | $223.1K | 0.09% | +1,444 | New |
| Measured Wealth Private Client Group, LLC | 1,440 | $222.5K | 0.07% | +1,440 | New |
| Flputnam Investment Management Co | 1,440 | $222.5K | 0.00% | +1,440 | New |
| Capstone Investment Advisors, LLC | 1,427 | $220.5K | 0.00% | −1,486−51.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,412 | $218.1K | 0.08% | +1,412 | New |
| Wetherby Asset Management Inc | 1,407 | $217.3K | 0.01% | +1,407 | New |
| Diametric Capital, LP | 1,400 | $216.3K | 0.11% | +1,400 | New |
| Clarus Wealth Advisors | 1,426 | $214.6K | 0.11% | +1,426 | New |
| GAMMA Investing LLC | 1,368 | $211.3K | 0.02% | +294+27.4% | Added |
| Csenge Advisory Group | 1,404 | $210.4K | 0.01% | +1,404 | New |
| Foundry Partners, LLC | 1,361 | $210.3K | 0.01% | +1,361 | New |
| Vicus Capital | 1,351 | $208.6K | 0.02% | +1,351 | New |
| Panoramic Investment Advisors, LLC | 1,350 | $208.6K | 0.14% | +1,350 | New |
| WR Wealth Planners, LLC | 1,348 | $208.3K | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,345 | $207.8K | 0.01% | +1,345 | New |
| Old National Bancorp | 1,341 | $207.2K | 0.00% | +1,341 | New |
| Kensington Investment Counsel, LLC | 1,340 | $207.0K | 0.09% | +1,340 | New |
| Summit Trail Advisors, LLC | 1,334 | $206.1K | 0.01% | +1,334 | New |
| KLCM Advisors, Inc. | 1,326 | $204.9K | 0.02% | +1,326 | New |
| EP Wealth Advisors, LLC | 1,324 | $204.5K | 0.00% | +1,324 | New |
| Diligent Investors, LLC | 1,302 | $201.1K | 0.05% | +1,302 | New |
| IFP Advisors, Inc | 1,288 | $199.0K | 0.01% | −868−40.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $188.5K | 0.13% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,175 | $181.5K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,140 | $175.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,125 | $174.0K | 0.00% | +182+19.3% | Added |
| EMC Capital Management | 19,186 | $167.0K | 0.14% | +11,681+155.6% | Added |
| Salem Investment Counselors Inc | 1,074 | $165.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,050 | $162.2K | 0.06% | +8+0.8% | Added |
| Lindbrook Capital, LLC | 1,038 | $160.4K | 0.01% | +36+3.6% | Added |
| PFG Private Wealth Management, LLC | 1,028 | $158.8K | 0.09% | −105−9.3% | Reduced |
| Trust Co of Vermont | 1,000 | $154.5K | 0.01% | +1,000 | New |
| Coppell Advisory Solutions LLC | 885 | $137.5K | 0.02% | +669+309.7% | Added |
| Fifth Third Bancorp | 879 | $135.8K | 0.00% | +65+8.0% | Added |
| Blue Chip Partners, Inc. | 850 | $131.3K | 0.01% | +850 | New |
| Vestcor Inc | 820 | $127.0K | 0.00% | −7,267−89.9% | Reduced |
| Northwest Financial Advisors | 821 | $126.8K | 0.10% | +821 | New |
| Natixis | 808 | $124.8K | 0.00% | −1,039−56.3% | Reduced |
| Parallel Advisors, LLC | 795 | $122.8K | 0.00% | +65+8.9% | Added |
| Nomura Asset Management Co Ltd | 760 | $117.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 729 | $112.6K | 0.00% | +441+153.1% | Added |
| Huntington National Bank | 712 | $110.0K | 0.00% | +227+46.8% | Added |
| Venturi Wealth Management, LLC | 696 | $107.5K | 0.01% | +19+2.8% | Added |
| City Holding Co | 612 | $94.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 608 | $93.9K | 0.02% | −48−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 582 | $89.9K | 0.00% | +249+74.8% | Added |