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 |
|---|---|---|---|---|---|
| Hook Mill Capital Partners, LP | 4,334 | $545.9K | 0.06% | −70,642−94.2% | Reduced |
| Guggenheim Capital LLC | 4,432 | $558.2K | 0.00% | −12,096−73.2% | Reduced |
| Transcend Wealth Collective, LLC | 4,502 | $567.0K | 0.04% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,525 | $569.9K | 0.10% | +563+14.2% | Added |
| Belpointe Asset Management LLC | 3,957 | $570.2K | 0.03% | −2,228−36.0% | Reduced |
| Oak Asset Management, LLC | 4,600 | $579.4K | 0.21% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,632 | $583.0K | 0.04% | +10.0% | Added |
| Headlands Technologies LLC | 4,631 | $583.3K | 0.06% | +4,119+804.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,653 | $586.1K | 0.00% | +2,003+75.6% | Added |
| Sherbrooke Park Advisers LLC | 4,679 | $589.3K | 0.19% | +4,679 | New |
| ProShare Advisors LLC | 4,723 | $594.9K | 0.00% | +248+5.5% | Added |
| Penserra Capital Management LLC | 4,743 | $597.0K | 0.01% | −204−4.1% | Reduced |
| E Fund Management Co., Ltd. | 4,758 | $599.3K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 4,871 | $613.5K | 0.14% | 00.0% | Unchanged |
| HRT Financial LP | 4,991 | $628.0K | 0.00% | −251,861−98.1% | Reduced |
| Van Hulzen Asset Management, LLC | 5,000 | $629.8K | 0.05% | −3,500−41.2% | Reduced |
| Marathon Trading Investment Management LLC | 5,000 | $629.8K | 0.10% | +5,000 | New |
| Cito Capital Group, LLC | 5,000 | $630.0K | 0.23% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 5,013 | $631.4K | 0.34% | +278+5.9% | Added |
| Strategic Investment Advisors | 5,047 | $635.7K | 0.07% | +3+0.1% | Added |
| Toronto Dominion Bank | 5,122 | $645.1K | 0.00% | +1,925+60.2% | Added |
| Kingsview Wealth Management, LLC | 5,125 | $645.5K | 0.01% | −62−1.2% | Reduced |
| Old North State Trust, LLC | 5,186 | $653.0K | 0.42% | +3,117+150.7% | Added |
| Elevated Capital Advisors, LLC | 5,218 | $657.3K | 0.18% | −374−6.7% | Reduced |
| Jones Financial Companies LLLP | 5,290 | $666.2K | 0.00% | +2,116+66.7% | Added |
| Weiss Asset Management LP | 5,317 | $669.7K | 0.02% | −31,361−85.5% | Reduced |
| US Bancorp | 5,462 | $688.0K | 0.00% | +1,847+51.1% | Added |
| Change Path, LLC | 5,546 | $698.5K | 0.02% | +1,387+33.3% | Added |
| Shell Asset Management Co | 5,554 | $700.0K | 0.03% | −5−0.1% | Reduced |
| CSS LLC | 5,580 | $702.8K | 0.04% | −620−10.0% | Reduced |
| Gratus Wealth Advisors, LLC | 5,594 | $704.6K | 0.11% | −3−0.1% | Reduced |
| Wedbush Securities Inc | 5,646 | $711.0K | 0.03% | +730+14.8% | Added |
| Maryland State Retirement & Pension System | 5,657 | $712.5K | 0.02% | −264−4.5% | Reduced |
| L2 Asset Management, LLC | 5,658 | $712.6K | 0.16% | −10,280−64.5% | Reduced |
| RSM US Wealth Management LLC | 5,677 | $715.8K | 0.01% | −2,105−27.0% | Reduced |
| CI Private Wealth, LLC | 5,686 | $716.3K | 0.00% | −1,282−18.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,730 | $721.7K | 0.05% | +2,344+69.2% | Added |
| Storebrand Asset Management AS | 5,880 | $740.6K | 0.00% | −2,043−25.8% | Reduced |
| Systematic Alpha Investments, LLC | 5,900 | $743.1K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,906 | $743.8K | 0.00% | +2,631+80.3% | Added |
| Merit Financial Group, LLC | 5,982 | $753.4K | 0.01% | +5,982 | New |
| GWM Advisors LLC | 6,051 | $762.1K | 0.00% | +100+1.7% | Added |
| Wincap Financial LLC | 6,078 | $765.5K | 0.78% | +6,078 | New |
| Peak Retirement Planning, Inc. | 6,120 | $771.3K | 0.52% | +6,120 | New |
| River Wealth Advisors LLC | 6,160 | $775.9K | 0.10% | −90−1.4% | Reduced |
| Kane Investment Management, Inc. | 6,174 | $777.7K | 0.43% | +6,174 | New |
| Custom Index Systems, LLC | 6,247 | $786.8K | 0.42% | +727+13.2% | Added |
| Equitable Holdings, Inc. | 6,248 | $786.9K | 0.01% | +6,248 | New |
| May Barnhard Investments LLC | 6,278 | $790.7K | 0.38% | −2,407−27.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,351 | $799.9K | 0.00% | −40−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 6,333 | $804.5K | 0.00% | −557,027−98.9% | Reduced |
| Diker Management LLC | 6,400 | $806.1K | 0.70% | 00.0% | Unchanged |
| CastleKnight Management LP | 6,600 | $831.3K | 0.09% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,602 | $832.0K | 0.01% | +302+4.8% | Added |
| Oxford Asset Management LLP | 6,677 | $841.0K | 0.37% | +6,677 | New |
| Jaffetilchin Investment Partners, LLC | 6,799 | $856.3K | 0.06% | +57+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 6,825 | $859.6K | 0.26% | 00.0% | Unchanged |
| 111 Capital | 6,843 | $861.9K | 0.18% | +6,843 | New |
| Chapin Davis, Inc. | 5,628 | $869.5K | 0.28% | 00.0% | Unchanged |
| Natixis Investment Managers International | 6,960 | $876.6K | 0.07% | +1,050+17.8% | Added |
| Crossmark Global Holdings, Inc. | 7,130 | $898.0K | 0.02% | +22+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,158 | $902.8K | 0.00% | −1,635−18.6% | Reduced |
| Diversified Trust Co | 7,185 | $905.0K | 0.02% | −10,713−59.9% | Reduced |
| Gabelli Funds LLC | 7,200 | $906.8K | 0.01% | −500−6.5% | Reduced |
| Vontobel Holding Ltd. | 7,217 | $909.0K | 0.00% | −1,800−20.0% | Reduced |
| Beck Bode, LLC | 7,223 | $909.7K | 0.17% | +80+1.1% | Added |
| CCM Investment Group, LLC | 7,350 | $927.0K | 0.10% | +7,350 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 7,400 | $932.0K | 0.10% | +7,400 | New |
| Kovitz Investment Group Partners, LLC | 7,414 | $933.8K | 0.00% | −821−10.0% | Reduced |
| Hilltop National Bank | 7,439 | $936.9K | 0.28% | +229+3.2% | Added |
| XTX Topco Ltd | 7,474 | $941.4K | 0.08% | −12,317−62.2% | Reduced |
| EMC Capital Management | 7,505 | $945.0K | 0.53% | −11,681−60.9% | Reduced |
| Twinbeech Capital LP | 7,544 | $950.2K | 0.02% | +7,544 | New |
| Vestcor Inc | 7,548 | $951.0K | 0.03% | +6,728+820.5% | Added |
| Independent Financial Group, LLC | 7,583 | $955.1K | 0.03% | −6,423−45.9% | Reduced |
| Securian Asset Management, Inc | 7,633 | $961.4K | 0.03% | −349−4.4% | Reduced |
| Atlas Capital Advisors LLC | 7,750 | $976.1K | 0.12% | −30−0.4% | Reduced |
| Jefferies Financial Group Inc. | 7,790 | $981.2K | 0.01% | +2,903+59.4% | Added |
| Mark Asset Management LP | 7,839 | $987.0K | 0.15% | +7,839 | New |
| Caldwell Trust Co | 7,906 | $995.8K | 0.10% | +1,452+22.5% | Added |
| Atria Wealth Solutions, Inc. | 7,950 | $1.00M | 0.01% | +3,164+66.1% | Added |
| We Are One Seven, LLC | 8,022 | $1.01M | 0.04% | +521+6.9% | Added |
| Asset Management One Co.,Ltd. | 8,064 | $1.02M | 0.00% | +1,764+28.0% | Added |
| Forte Capital LLC | 8,100 | $1.02M | 0.11% | +3,090+61.7% | Added |
| D.A. Davidson & Co. | 8,168 | $1.03M | 0.01% | −734−8.2% | Reduced |
| Caisse des Depots Et Consignations | 8,362 | $1.05M | 0.05% | +8,362 | New |
| CWM, LLC | 8,379 | $1.05M | 0.00% | +1,777+26.9% | Added |
| Empirical Finance, LLC | 8,417 | $1.06M | 0.06% | −2,790−24.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 8,500 | $1.07M | 0.13% | 00.0% | Unchanged |
| TD Asset Management Inc | 8,554 | $1.08M | 0.00% | +8,554 | New |
| Lifestyle Asset Management, Inc. | 8,694 | $1.10M | 0.60% | −84−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 8,591 | $1.10M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,798 | $1.11M | 0.00% | +8,798 | New |
| Fiduciary Alliance LLC | 8,868 | $1.12M | 0.11% | +8,868 | New |
| Truist Financial Corp | 8,949 | $1.13M | 0.00% | −78−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,440 | $1.19M | 0.08% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,608 | $1.21M | 0.00% | −679−6.6% | Reduced |
| Vista Investment Partners II, LLC | 9,632 | $1.21M | 0.72% | +9,632 | New |
| MRP Capital Investments, LLC | 9,806 | $1.24M | 1.12% | +25+0.3% | Added |
| Delphi Management Inc | 9,812 | $1.24M | 1.19% | −1,025−9.5% | Reduced |