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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 2,000 | $251.9K | 0.05% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,034 | $256.0K | 0.13% | +2,034 | New |
| Centaurus Financial, Inc. | 2,040 | $257.0K | 0.02% | −288−12.4% | Reduced |
| CAPROCK Group, Inc. | 2,074 | $261.2K | 0.01% | −46−2.2% | Reduced |
| Old Port Advisors | 2,079 | $261.9K | 0.08% | +30+1.5% | Added |
| Coppell Advisory Solutions LLC | 2,093 | $264.0K | 0.04% | +1,208+136.5% | Added |
| Montecito Bank & Trust | 2,101 | $264.6K | 0.05% | +595+39.5% | Added |
| Cercano Management LLC | 2,107 | $265.4K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,020 | $265.6K | 0.03% | +2,020 | New |
| GeoWealth Management, LLC | 2,115 | $266.3K | 0.01% | +1,611+319.6% | Added |
| Measured Wealth Private Client Group, LLC | 2,120 | $267.0K | 0.09% | +680+47.2% | Added |
| Sequoia Financial Advisors, LLC | 2,135 | $268.9K | 0.00% | −19−0.9% | Reduced |
| Park Avenue Securities LLC | 2,147 | $270.0K | 0.00% | +146+7.3% | Added |
| Hickory Point Bank & Trust | 2,156 | $271.5K | 0.24% | +2,156 | New |
| Omnia Family Wealth, LLC | 2,172 | $273.6K | 0.11% | −8−0.4% | Reduced |
| ORG Wealth Partners, LLC | 2,172 | $273.6K | 0.08% | +201+10.2% | Added |
| SBI Securities Co., Ltd. | 2,233 | $281.2K | 0.01% | +2,233 | New |
| Trajan Wealth LLC | 2,234 | $281.4K | 0.02% | +10+0.4% | Added |
| Cooper Financial Group | 2,287 | $288.0K | 0.03% | +148+6.9% | Added |
| Everence Capital Management Inc | 2,290 | $288.0K | 0.02% | +2,290 | New |
| Sovereign Financial Group, Inc. | 2,296 | $289.2K | 0.07% | +325+16.5% | Added |
| denkapparat Operations GmbH | 2,300 | $289.7K | 0.43% | +2,300 | New |
| Gotham Asset Management, LLC | 2,323 | $292.6K | 0.00% | −273−10.5% | Reduced |
| Arlington Trust Co LLC | 2,350 | $296.0K | 0.06% | −500−17.5% | Reduced |
| Seeds Investor LLC | 2,352 | $296.3K | 0.08% | +2,352 | New |
| Alps Advisors Inc | 2,363 | $297.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,369 | $298.4K | 0.00% | +2,369 | New |
| Harbour Capital Advisors, LLC | 2,375 | $299.8K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,450 | $308.6K | 0.00% | +225+10.1% | Added |
| Modera Wealth Management, LLC | 2,454 | $309.1K | 0.00% | +707+40.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,464 | $310.3K | 0.01% | −62−2.5% | Reduced |
| Applied Finance Capital Management, LLC | 2,479 | $312.2K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,483 | $312.7K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,490 | $313.6K | 0.01% | −335−11.9% | Reduced |
| United Capital Financial Advisers, LLC | 2,492 | $313.9K | 0.00% | +147+6.3% | Added |
| Profund Advisors LLC | 2,502 | $315.1K | 0.01% | −458−15.5% | Reduced |
| Prelude Capital Management, LLC | 2,583 | $325.3K | 0.03% | +2,583 | New |
| Challenger Wealth Management | 2,594 | $326.7K | 0.28% | +2,594 | New |
| AIA Group Ltd | 2,602 | $327.7K | 0.01% | −13,042−83.4% | Reduced |
| Private Trust Co NA | 2,638 | $332.3K | 0.03% | −24−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,639 | $332.4K | 0.01% | −757−22.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,654 | $334.3K | 0.01% | +59+2.3% | Added |
| Atomi Financial Group, Inc. | 2,660 | $335.0K | 0.02% | −272−9.3% | Reduced |
| Moors & Cabot, Inc. | 2,683 | $337.9K | 0.02% | +349+15.0% | Added |
| La Banque Postale Asset Management SA | 2,707 | $340.9K | 0.00% | +927+52.1% | Added |
| Foundations Investment Advisors, LLC | 2,717 | $342.2K | 0.01% | +367+15.6% | Added |
| First Citizens Bank & Trust Co | 2,760 | $347.6K | 0.01% | +409+17.4% | Added |
| Disciplined Investors, L.L.C. | 2,769 | $349.3K | 0.34% | +2,769 | New |
| Harbour Investments, Inc. | 2,777 | $349.7K | 0.01% | +9+0.3% | Added |
| Focus Financial Network, Inc. | 2,785 | $350.8K | 0.01% | +2,785 | New |
| Ashton Thomas Private Wealth, LLC | 2,789 | $351.3K | 0.01% | −289−9.4% | Reduced |
| Fiduciary Trust Co | 2,830 | $356.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,853 | $359.3K | 0.00% | −36−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 2,853 | $359.3K | 0.00% | −36−1.2% | Reduced |
| Leonteq Securities AG | 2,874 | $362.0K | 0.04% | +2,814+4,690.0% | Added |
| PDT Partners, LLC | 2,992 | $376.8K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,000 | $377.9K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 3,064 | $385.9K | 0.02% | −7,158−70.0% | Reduced |
| Precision Wealth Strategies, LLC | 3,092 | $389.4K | 0.30% | +245+8.6% | Added |
| Jump Financial, LLC | 3,120 | $393.0K | 0.01% | +304+10.8% | Added |
| Flagship Harbor Advisors, LLC | 3,148 | $396.5K | 0.02% | −63−2.0% | Reduced |
| Callan Family Office, LLC | 3,185 | $401.2K | 0.03% | +3,185 | New |
| Childress Capital Advisors, LLC | 3,187 | $401.4K | 0.11% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,223 | $405.9K | 0.00% | +169+5.5% | Added |
| Diametric Capital, LP | 3,288 | $414.1K | 0.28% | +1,888+134.9% | Added |
| Pitcairn Co | 3,311 | $417.0K | 0.02% | +127+4.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,320 | $418.2K | 0.11% | −5,845−63.8% | Reduced |
| Forum Financial Management, LP | 3,361 | $423.3K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,366 | $423.9K | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 3,401 | $428.4K | 0.01% | −2,788−45.0% | Reduced |
| Qsemble Capital Management, LP | 3,462 | $436.0K | 0.06% | −512−12.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,482 | $438.5K | 0.06% | +1,920+122.9% | Added |
| Golden State Equity Partners | 3,521 | $443.5K | 0.08% | −786−18.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,535 | $446.2K | 0.01% | +1,259+55.3% | Added |
| Jmac Enterprises LLC | 3,557 | $448.0K | 0.07% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 3,576 | $450.4K | 0.29% | +520+17.0% | Added |
| Mutual Advisors, LLC | 3,366 | $452.1K | 0.01% | −27−0.8% | Reduced |
| Nicholas Investment Partners, LP | 3,608 | $454.4K | 0.04% | −103−2.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,646 | $459.2K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,650 | $459.7K | 0.17% | +3,650 | New |
| Advisors Asset Management, Inc. | 3,692 | $465.0K | 0.01% | −1,616−30.4% | Reduced |
| CenterBook Partners LP | 3,695 | $465.4K | 0.03% | −8,224−69.0% | Reduced |
| Westover Capital Advisors, LLC | 3,700 | $466.0K | 0.10% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,720 | $468.5K | 0.11% | −200−5.1% | Reduced |
| Farringdon Capital, Ltd. | 3,721 | $468.7K | 0.19% | +3,721 | New |
| Ellis Investment Partners, LLC | 3,772 | $475.1K | 0.09% | −117−3.0% | Reduced |
| Shelton Capital Management | 3,874 | $487.9K | 0.01% | −244−5.9% | Reduced |
| First Eagle Investment Management, LLC | 3,879 | $488.6K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,021 | $506.4K | 0.00% | +46+1.2% | Added |
| Commerce Bank | 4,030 | $507.6K | 0.00% | +237+6.2% | Added |
| Bryce Point Capital, LLC | 4,074 | $513.1K | 0.15% | +4,074 | New |
| Evergreen Capital Management LLC | 4,079 | $513.8K | 0.02% | +468+13.0% | Added |
| Captrust Financial Advisors | 4,092 | $515.4K | 0.00% | +840+25.8% | Added |
| Nokomis Capital, L.L.C. | 4,100 | $516.4K | 0.24% | +4,100 | New |
| Hancock Whitney Corp | 4,178 | $526.2K | 0.02% | −1,701−28.9% | Reduced |
| TownSquare Capital, LLC | 4,193 | $528.1K | 0.01% | +68+1.6% | Added |
| Winnow Wealth LLC | 4,398 | $532.5K | 0.53% | +4,398 | New |
| KBC Group NV | 4,239 | $534.0K | 0.00% | +1,412+49.9% | Added |
| Eqis Capital Management, Inc. | 4,297 | $541.2K | 0.04% | −517−10.7% | Reduced |
| Hudson Bay Capital Management LP | 4,306 | $542.3K | 0.00% | +4,306 | New |