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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 579 | $89.0K | 0.03% | +10+1.8% | Added |
| Ossiam | 571 | $88.2K | 0.00% | −265−31.7% | Reduced |
| Smithfield Trust Co | 566 | $87.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 550 | $85.0K | 0.00% | +100+22.2% | Added |
| Rakuten Securities, Inc. | 550 | $85.0K | 0.04% | +535+3,566.7% | Added |
| Headlands Technologies LLC | 512 | $79.1K | 0.01% | −6,574−92.8% | Reduced |
| J.Safra Asset Management Corp | 509 | $79.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 504 | $77.9K | 0.00% | +504 | New |
| 1620 Investment Advisors, Inc. | 494 | $76.3K | 0.06% | −22−4.3% | Reduced |
| Covestor Ltd | 475 | $74.0K | 0.05% | +138+40.9% | Added |
| International Assets Investment Management, LLC | 10,660 | $69.0K | 0.00% | +10,643+62,605.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 439 | $67.8K | 0.00% | +150+51.9% | Added |
| Principal Securities, Inc. | 432 | $66.7K | 0.00% | +168+63.6% | Added |
| Morse Asset Management, Inc | 400 | $61.8K | 0.01% | +400 | New |
| Hobbs Group Advisors, LLC | 380 | $58.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 369 | $57.0K | 0.00% | +179+94.2% | Added |
| Global Retirement Partners, LLC | 351 | $54.2K | 0.00% | −89−20.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 350 | $54.1K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 349 | $53.9K | 0.13% | −120−25.6% | Reduced |
| Spire Wealth Management | 331 | $51.1K | 0.00% | +331 | New |
| Credit Agricole S A | 325 | $50.2K | 0.00% | −22,904−98.6% | Reduced |
| Central Trust Co | 320 | $49.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 309 | $47.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $42.9K | 0.01% | +28+11.2% | Added |
| Rise Advisors, LLC | 272 | $42.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 271 | $41.9K | 0.00% | +207+323.4% | Added |
| State of Wyoming | 268 | $41.4K | 0.01% | −1,242−82.3% | Reduced |
| Ronald Blue Trust, Inc. | 353 | $40.6K | 0.00% | +186+111.4% | Added |
| Caas Capital Management LP | 226 | $34.9K | 0.02% | +226 | New |
| Bessemer Group Inc | 223 | $34.0K | 0.00% | +36+19.3% | Added |
| CoreCap Advisors, LLC | 220 | $34.0K | 0.00% | +220 | New |
| Smartleaf Asset Management LLC | 218 | $33.9K | 0.00% | +76+53.5% | Added |
| Deseret Mutual Benefit Administrators | 219 | $33.8K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 219 | $33.8K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 217 | $32.0K | 0.01% | +5+2.4% | Added |
| Massmutual Trust Co FSB | 206 | $31.8K | 0.00% | −60−22.6% | Reduced |
| Colonial Trust Advisors | 205 | $31.7K | 0.00% | +153+294.2% | Added |
| Rothschild Investment LLC | 201 | $31.1K | 0.00% | +1+0.5% | Added |
| Proequities, Inc. | 201 | $31.1K | 0.00% | +129+179.2% | Added |
| Pinnacle Holdings, LLC | 200 | $30.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $30.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 195 | $29.6K | 0.02% | +195 | New |
| Larson Financial Group LLC | 180 | $27.8K | 0.00% | +66+57.9% | Added |
| Skopos Labs, Inc. | 177 | $27.3K | 0.01% | +177 | New |
| Capital Performance Advisors LLP | 176 | $27.2K | 0.01% | +176 | New |
| Contravisory Investment Management, Inc. | 169 | $26.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 181 | $26.0K | 0.01% | +181 | New |
| Rocky Mountain Advisers, LLC | 160 | $24.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 147 | $22.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 144 | $22.2K | 0.00% | +144 | New |
| Allworth Financial LP | 143 | $22.1K | 0.00% | +36+33.6% | Added |
| Kozak & Associates, Inc. | 129 | $20.3K | 0.00% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 131 | $20.2K | 0.00% | +31+31.0% | Added |
| Exchange Traded Concepts, LLC | 126 | $19.5K | 0.00% | +6+5.0% | Added |
| CVA Family Office, LLC | 125 | $19.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 121 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $18.5K | 0.00% | −2−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 120 | $18.5K | 0.00% | +3+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114 | $17.6K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 113 | $17.4K | 0.00% | +113 | New |
| Geneos Wealth Management Inc. | 110 | $17.0K | 0.00% | +10+10.0% | Added |
| Northwest Investment Counselors, LLC | 110 | $16.9K | 0.00% | +110 | New |
| Addison Advisors LLC | 109 | $16.8K | 0.00% | +8+7.9% | Added |
| WFA Asset Management Corp | 109 | $16.8K | 0.01% | +1+0.9% | Added |
| EverSource Wealth Advisors, LLC | 104 | $16.1K | 0.00% | +24+30.0% | Added |
| Investors Research Corp | 93 | $14.4K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 91 | $14.1K | 0.00% | +91 | New |
| ClariVest Asset Management LLC | 108 | $12.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $12.1K | 0.00% | +4+5.4% | Added |
| Sandy Spring Bank | 75 | $11.6K | 0.00% | −45−37.5% | Reduced |
| HHM Wealth Advisors, LLC | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $11.6K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 70 | $10.8K | 0.01% | +70 | New |
| Sugarloaf Wealth Management, LLC | 69 | $10.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $10.0K | 0.00% | +28+75.7% | Added |
| Mather Group, LLC. | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 63 | $9.73K | 0.00% | +63 | New |
| Leonteq Securities AG | 60 | $9.27K | 0.00% | −22−26.8% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $9.12K | 0.01% | −56−48.7% | Reduced |
| Fortitude Family Office, LLC | 51 | $7.88K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $7.72K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $7.72K | 0.00% | +50 | New |
| Criterion Capital Advisors, LLC | 67 | $7.72K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $7.42K | 0.00% | +48 | New |
| Red Tortoise LLC | 43 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $6.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $6.03K | 0.00% | −1−2.5% | Reduced |
| Pittenger & Anderson Inc | 36 | $5.56K | 0.00% | +36 | New |
| NBC Securities, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $5.00K | 0.00% | +9+31.0% | Added |
| Capital Analysts, LLC | 33 | $5.00K | 0.00% | +33 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $4.79K | 0.00% | +1+3.3% | Added |
| Gables Capital Management Inc. | 29 | $4.48K | 0.00% | +29 | New |
| Quarry LP | 28 | $4.33K | 0.00% | −765−96.5% | Reduced |
| Continuum Advisory, LLC | 27 | $4.15K | 0.00% | +14+107.7% | Added |
| IAG Wealth Partners, LLC | 23 | $3.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17 | $2.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $2.47K | 0.00% | +16 | New |