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Livermore
ZHEN

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, Q4 2024

Institutional positions in Toll Brothers, Inc. as of Dec 31, 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
721
+13 vs. Q3 2024
Shares held
88.3M
+96.3K (+0.1%) vs. Q3 2024
Total value
$11.1B
−$2.49B (−18.3%) vs. Q3 2024
New holders
110
239 more added
Sold out
97
264 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 721 institutions
Q1 2021: 394 institutionsQ2 2021: 409 institutionsQ3 2021: 409 institutionsQ4 2021: 455 institutionsQ1 2022: 415 institutionsQ2 2022: 393 institutionsQ3 2022: 382 institutionsQ4 2022: 427 institutionsQ1 2023: 448 institutionsQ2 2023: 517 institutionsQ3 2023: 518 institutionsQ4 2023: 574 institutionsQ1 2024: 643 institutionsQ2 2024: 659 institutionsQ3 2024: 718 institutionsQ4 2024: 721 institutionsQ1 2025: 662 institutionsQ2 2025: 661 institutionsQ3 2025: 721 institutionsQ4 2025: 736 institutionsQ1 2026: 785 institutionsQ2 2026: 808 institutions
Value heldQ4 2024: $11.1B
Q1 2021: $6.23BQ2 2021: $6.20BQ3 2021: $5.81BQ4 2021: $7.51BQ1 2022: $4.68BQ2 2022: $4.38BQ3 2022: $3.98BQ4 2022: $5.09BQ1 2023: $6.00BQ2 2023: $7.93BQ3 2023: $7.45BQ4 2023: $9.83BQ1 2024: $12.0BQ2 2024: $10.3BQ3 2024: $13.7BQ4 2024: $11.1BQ1 2025: $9.48BQ2 2025: $10.0BQ3 2025: $11.7BQ4 2025: $11.5BQ1 2026: $11.4BQ2 2026: $14.2B
Institutions holding TOL and their total value by quarter
QuarterHoldersValue
Q2 2026808$14.2B
Q1 2026785$11.4B
Q4 2025736$11.5B
Q3 2025721$11.7B
Q2 2025661$10.0B
Q1 2025662$9.48B
Q4 2024721$11.1B
Q3 2024718$13.7B
Q2 2024659$10.3B
Q1 2024643$12.0B
Q4 2023574$9.83B
Q3 2023518$7.45B
Q2 2023517$7.93B
Q1 2023448$6.00B
Q4 2022427$5.09B
Q3 2022382$3.98B
Q2 2022393$4.38B
Q1 2022415$4.68B
Q4 2021455$7.51B
Q3 2021409$5.81B
Q2 2021409$6.20B
Q1 2021394$6.23B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2024.

Institutions holding TOL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Manchester Capital Management LLC1$1260.00%00.0%Unchanged
TFC Financial Management1$1260.00%00.0%Unchanged
Laurel Wealth Advisors LLC1$1260.00%+1New
High Note Wealth, LLC1$1260.00%+1New
Activest Wealth Management1$1260.00%+1New
AdvisorNet Financial, Inc2$2520.00%+1+100.0%Added
Parkworth Wealth Management, Inc.5$6300.00%+5New
WealthTrak Capital Management LLC5$6300.00%+5New
Winch Advisory Services, LLC6$7560.00%+6New
Global Financial Private Client, LLC6$7560.00%+6New
Beacon Capital Management, LLC7$8820.00%00.0%Unchanged
Riverview Trust Co7$8820.00%00.0%Unchanged
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$1.01K0.00%+8New
Bokf, NA9$1.11K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC10$1.24K0.00%+5+100.0%Added
Legacy Wealth Managment, LLC10$1.24K0.00%+5+100.0%Added
Financial Management Professionals, Inc.10$1.26K0.00%00.0%Unchanged
Abound Wealth Management10$1.26K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC11$1.39K0.00%+11New
Kayne Anderson Rudnick Investment Management LLC11$1.48K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.12$1.51K0.00%00.0%Unchanged
Valued Wealth Advisors LLC12$1.51K0.00%+8+200.0%Added
Brown Brothers Harriman & Co16$2.02K0.00%00.0%Unchanged
Horizon Investments, LLC17$2.14K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$2.14K0.00%−25−59.5%Reduced
Runnymede Capital Advisors, Inc.19$2.39K0.00%+19New
Private Wealth Management Group, LLC20$2.52K0.00%00.0%Unchanged
Continuum Advisory, LLC23$2.90K0.00%−4−14.8%Reduced
Hazlett, Burt & Watson, Inc.26$3.00K0.00%+26New
Morton Brown Family Wealth, LLC25$3.15K0.00%+25New
Crews Bank & Trust25$3.15K0.00%+25New
Gables Capital Management Inc.29$3.65K0.00%00.0%Unchanged
Capital Analysts, LLC33$4.00K0.00%00.0%Unchanged
Avion Wealth34$4.00K0.00%−4−10.5%Reduced
SJS Investment Consulting Inc.33$4.16K0.00%−32−49.2%Reduced
Pittenger & Anderson Inc36$4.54K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC38$4.79K0.00%−1−2.6%Reduced
Whipplewood Advisors, LLC41$5.16K0.00%+41New
Red Tortoise LLC43$5.42K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.48$6.05K0.00%00.0%Unchanged
Tortoise Investment Management, LLC50$6.30K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC50$6.30K0.00%00.0%Unchanged
Chapman Financial Group, LLC50$6.30K0.01%+50New
Fortitude Family Office, LLC51$6.42K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.60$7.56K0.01%+60New
Criterion Capital Advisors, LLC67$7.72K0.00%00.0%Unchanged
Mather Group, LLC.65$8.19K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC66$8.31K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$8.69K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC70$8.82K0.01%00.0%Unchanged
Centennial Bank75$9.45K0.00%00.0%Unchanged
Parkside Financial Bank & Trust78$9.82K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC84$10.6K0.00%−20−19.2%Reduced
Murphy & Mullick Capital Management Corp85$10.7K0.01%+85New
HHM Wealth Advisors, LLC89$11.2K0.00%+14+18.7%Added
Talon Private Wealth, LLC89$11.2K0.00%−2−2.2%Reduced
True Wealth Design, LLC90$11.3K0.00%+84+1,400.0%Added
Investors Research Corp93$11.7K0.00%00.0%Unchanged
Addison Advisors LLC97$12.2K0.00%−12−11.0%Reduced
Sandy Spring Bank100$12.6K0.00%+25+33.3%Added
Medallion Wealth Advisors, LLC100$12.6K0.01%+100New
Sunbelt Securities, Inc.100$12.6K0.00%−31−23.7%Reduced
WFA Asset Management Corp109$13.7K0.01%00.0%Unchanged
UMA Financial Services, Inc.109$13.7K0.00%+109New
Geneos Wealth Management Inc.110$13.9K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$14.4K0.00%00.0%Unchanged
Larson Financial Group LLC116$14.6K0.00%−64−35.6%Reduced
Farmers & Merchants Investments Inc117$14.7K0.00%−3−2.5%Reduced
GW&K Investment Management, LLC121$15.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC120$15.1K0.00%00.0%Unchanged
CVA Family Office, LLC125$15.7K0.00%00.0%Unchanged
Bogart Wealth, LLC129$16.2K0.00%+66+104.8%Added
Kozak & Associates, Inc.129$16.3K0.00%00.0%Unchanged
Proequities, Inc.122$16.6K0.00%−79−39.3%Reduced
SRS Capital Advisors, Inc.133$16.8K0.00%−11−7.6%Reduced
Sound Income Strategies, LLC133$16.8K0.00%+133New
Global Retirement Partners, LLC140$17.6K0.00%−211−60.1%Reduced
Sachetta, LLC147$18.5K0.01%00.0%Unchanged
Meeder Asset Management Inc152$19.1K0.00%−3,559−95.9%Reduced
Contravisory Investment Management, Inc.161$20.3K0.00%−8−4.7%Reduced
Rakuten Securities, Inc.167$21.0K0.01%−383−69.6%Reduced
Clearstead Advisors, LLC168$21.1K0.00%−561−77.0%Reduced
Allworth Financial LP162$22.1K0.00%+19+13.3%Added
Skopos Labs, Inc.178$22.4K0.01%+1+0.6%Added
Colonial Trust Co188$23.7K0.00%+188New
Marshall Investment Management, LLC153$23.7K0.01%+153New
Hollencrest Capital Management190$23.9K0.00%−179−48.5%Reduced
Covestor Ltd196$25.0K0.02%−279−58.7%Reduced
Rothschild Investment LLC200$25.2K0.00%−1−0.5%Reduced
Pinnacle Holdings, LLC200$25.2K0.01%00.0%Unchanged
ORG Partners LLC200$25.2K0.00%+200New
Colonial Trust Advisors205$25.8K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators207$26.1K0.01%−12−5.5%Reduced
Caitlin John, LLC212$26.7K0.02%+17+8.7%Added
Massmutual Trust Co FSB214$27.0K0.00%+8+3.9%Added
Hemington Wealth Management219$27.0K0.01%+38+21.0%Added
Lee Danner & Bass Inc215$27.1K0.00%+215New
Wiser Advisor Group LLC219$27.6K0.04%00.0%Unchanged