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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 223 | $28.1K | 0.00% | +3+1.4% | Added |
| Promus Capital, LLC | 231 | $29.1K | 0.02% | +231 | New |
| Cornerstone Planning Group LLC | 212 | $29.7K | 0.01% | −5−2.3% | Reduced |
| IAG Wealth Partners, LLC | 261 | $32.9K | 0.01% | +238+1,034.8% | Added |
| Rise Advisors, LLC | 272 | $34.3K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $35.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 281 | $35.4K | 0.00% | +250+806.5% | Added |
| Smartleaf Asset Management LLC | 293 | $37.0K | 0.00% | +75+34.4% | Added |
| Quarry LP | 318 | $40.1K | 0.01% | +290+1,035.7% | Added |
| Central Trust Co | 320 | $40.3K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 325 | $40.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 327 | $41.0K | 0.00% | +104+46.6% | Added |
| LGT Financial Advisors LLC | 340 | $42.8K | 0.09% | −9−2.6% | Reduced |
| Spire Wealth Management | 346 | $43.6K | 0.00% | +15+4.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 350 | $44.1K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 377 | $47.5K | 0.04% | +377 | New |
| Morse Asset Management, Inc | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 422 | $53.2K | 0.00% | −17−3.9% | Reduced |
| Avalon Trust Co | 460 | $57.9K | 0.00% | +460 | New |
| 1620 Investment Advisors, Inc. | 466 | $58.7K | 0.04% | −28−5.7% | Reduced |
| Point72 Hong Kong Ltd | 518 | $65.2K | 0.00% | +518 | New |
| Umb Bank N A | 519 | $65.4K | 0.00% | +248+91.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 519 | $65.4K | 0.04% | +519 | New |
| Principal Securities, Inc. | 541 | $68.1K | 0.00% | +109+25.2% | Added |
| Smithfield Trust Co | 566 | $72.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 575 | $72.4K | 0.04% | +575 | New |
| City Holding Co | 612 | $77.1K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 622 | $78.0K | 0.06% | +43+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 650 | $81.9K | 0.00% | +100+18.2% | Added |
| Reyes Financial Architecture, Inc. | 693 | $87.3K | 0.07% | +693 | New |
| Versant Capital Management, Inc | 700 | $88.2K | 0.02% | +92+15.1% | Added |
| Ossiam | 747 | $94.1K | 0.00% | +176+30.8% | Added |
| Nomura Asset Management Co Ltd | 760 | $95.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 807 | $101.6K | 0.00% | −72−8.2% | Reduced |
| Parallel Advisors, LLC | 835 | $105.2K | 0.00% | +40+5.0% | Added |
| Farther Finance Advisors, LLC | 870 | $109.6K | 0.00% | −1,405−61.8% | Reduced |
| Signaturefd, LLC | 921 | $116.0K | 0.00% | −752−44.9% | Reduced |
| Kapitalo Investimentos Ltda | 953 | $120.0K | 0.08% | +953 | New |
| Trust Co of Vermont | 1,000 | $126.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,028 | $129.5K | 0.01% | +332+47.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,029 | $129.8K | 0.05% | −1,622−61.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,040 | $131.0K | 0.07% | +12+1.2% | Added |
| Lindbrook Capital, LLC | 1,044 | $131.5K | 0.01% | +6+0.6% | Added |
| Global Trust Asset Management, LLC | 1,052 | $132.5K | 0.05% | +2+0.2% | Added |
| Salem Investment Counselors Inc | 1,074 | $135.3K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,140 | $144.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,153 | $145.2K | 0.00% | +441+61.9% | Added |
| Ci Investments Inc. | 1,161 | $146.0K | 0.00% | +36+3.2% | Added |
| Navigoe, LLC | 1,171 | $147.0K | 0.14% | +1,171 | New |
| Darwin Advisors, LLC | 1,170 | $147.4K | 0.05% | −521−30.8% | Reduced |
| Spirit of America Management Corp | 1,175 | $148.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,208 | $152.1K | 0.01% | −160−11.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $153.7K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 1,220 | $153.7K | 0.02% | +952+355.2% | Added |
| FLP Wealth Management, LLC | 1,224 | $154.2K | 0.39% | +1,224 | New |
| IFP Advisors, Inc | 1,316 | $165.8K | 0.01% | +28+2.2% | Added |
| WR Wealth Planners, LLC | 1,348 | $169.8K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,500 | $188.9K | 0.05% | +1,500 | New |
| Quadrant Capital Group LLC | 1,505 | $189.6K | 0.01% | +7+0.5% | Added |
| Fortem Financial Group, LLC | 1,600 | $201.5K | 0.08% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,599 | $201.7K | 0.02% | +1,090+214.1% | Added |
| Vicus Capital | 1,623 | $204.5K | 0.02% | +272+20.1% | Added |
| Claret Asset Management Corp | 1,636 | $206.0K | 0.03% | +11+0.7% | Added |
| Gen-Wealth Partners Inc | 1,639 | $206.4K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,673 | $210.7K | 0.02% | +38+2.3% | Added |
| Level Four Advisory Services, LLC | 1,696 | $213.6K | 0.01% | +1,696 | New |
| Alpine Woods Capital Investors, LLC | 1,700 | $214.1K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,705 | $214.7K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,708 | $215.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,713 | $215.7K | 0.01% | −5−0.3% | Reduced |
| Greenleaf Trust | 1,738 | $218.9K | 0.00% | +45+2.7% | Added |
| Quent Capital, LLC | 1,747 | $220.1K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,752 | $220.7K | 0.00% | +80+4.8% | Added |
| Jacobi Capital Management LLC | 1,760 | $221.7K | 0.02% | −105−5.6% | Reduced |
| 180 Wealth Advisors, LLC | 1,766 | $222.4K | 0.03% | −25−1.4% | Reduced |
| Vise Technologies, Inc. | 1,773 | $223.3K | 0.02% | +280+18.8% | Added |
| Trust Point Inc. | 1,777 | $223.8K | 0.02% | +12+0.7% | Added |
| Aaron Wealth Advisors | 1,781 | $224.3K | 0.03% | −239−11.8% | Reduced |
| Montgomery Investment Management Inc | 1,800 | $226.7K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,800 | $227.0K | 0.00% | +100+5.9% | Added |
| Northern Oak Wealth Management Inc | 1,810 | $228.0K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,839 | $231.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,842 | $232.0K | 0.00% | +26+1.4% | Added |
| Affinity Investment Advisors, LLC | 1,846 | $232.5K | 0.19% | +1,846 | New |
| Great Lakes Advisors, LLC | 1,850 | $233.0K | 0.00% | −75−3.9% | Reduced |
| Tiemann Investment Advisors, LLC | 1,855 | $233.6K | 0.10% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,870 | $235.5K | 0.16% | +1,870 | New |
| First Hawaiian Bank | 1,887 | $237.7K | 0.01% | −1,257−40.0% | Reduced |
| Journey Strategic Wealth LLC | 1,891 | $238.2K | 0.01% | +19+1.0% | Added |
| Stratos Wealth Partners, LTD. | 1,894 | $238.7K | 0.00% | +11+0.6% | Added |
| HB Wealth Management, LLC | 1,926 | $242.6K | 0.00% | +1,926 | New |
| Brookstone Capital Management | 1,938 | $244.1K | 0.00% | −459−19.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,940 | $244.3K | 0.01% | +1,940 | New |
| First Heartland Consultants, Inc. | 1,959 | $246.8K | 0.03% | −200−9.3% | Reduced |
| HM Payson & Co | 1,960 | $246.9K | 0.00% | −300−13.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,983 | $250.0K | 0.01% | −4,566−69.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,985 | $250.0K | 0.02% | +448+29.1% | Added |
| Insigneo Advisory Services, LLC | 1,990 | $250.6K | 0.03% | +89+4.7% | Added |
| Lionshead Wealth Management, LLC | 1,997 | $251.5K | 0.18% | +1,997 | New |