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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 12,000 | $1.51M | 0.35% | +7,000+140.0% | Added |
| Prudential Financial Inc | 11,984 | $1.51M | 0.00% | −17,027−58.7% | Reduced |
| Vident Advisory, LLC | 11,714 | $1.48M | 0.03% | −295−2.5% | Reduced |
| Xponance, Inc. | 11,689 | $1.47M | 0.01% | +594+5.4% | Added |
| Redwood Investment Management, LLC | 11,641 | $1.47M | 0.14% | −1,215−9.5% | Reduced |
| JT Stratford LLC | 11,634 | $1.47M | 0.24% | +14+0.1% | Added |
| Crestline Management, LP | 11,571 | $1.46M | 0.05% | −6,107−34.5% | Reduced |
| State of Alaska, Department of Revenue | 11,516 | $1.45M | 0.02% | −405−3.4% | Reduced |
| Creative Planning | 11,489 | $1.45M | 0.00% | +1,166+11.3% | Added |
| Great Lakes Retirement, Inc. | 11,437 | $1.44M | 0.19% | +18+0.2% | Added |
| Polar Asset Management Partners Inc. | 11,300 | $1.42M | 0.02% | −3,100−21.5% | Reduced |
| Public Employees Retirement Association of Colorado | 11,280 | $1.42M | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,236 | $1.42M | 0.00% | −2,622−18.9% | Reduced |
| Quest Partners LLC | 11,229 | $1.41M | 0.19% | +6,983+164.5% | Added |
| Catalyst Funds Management Pty Ltd | 10,675 | $1.34M | 0.33% | +2,475+30.2% | Added |
| New York Life Investment Management LLC | 10,653 | $1.34M | 0.01% | −1,310−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10,646 | $1.34M | 0.03% | +7,591+248.5% | Added |
| MorganRosel Wealth Management, LLC | 10,220 | $1.29M | 0.42% | +1,702+20.0% | Added |
| Chase Investment Counsel Corp | 10,000 | $1.26M | 0.40% | +2,000+25.0% | Added |
| Bridgeway Capital Management, LLC | 9,860 | $1.24M | 0.03% | −18,640−65.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,829 | $1.24M | 0.00% | +1,157+13.3% | Added |
| Delphi Management Inc | 9,812 | $1.24M | 1.19% | −1,025−9.5% | Reduced |
| MRP Capital Investments, LLC | 9,806 | $1.24M | 1.12% | +25+0.3% | Added |
| Vista Investment Partners II, LLC | 9,632 | $1.21M | 0.72% | +9,632 | New |
| Federated Hermes, Inc. | 9,608 | $1.21M | 0.00% | −679−6.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,440 | $1.19M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 8,949 | $1.13M | 0.00% | −78−0.9% | Reduced |
| Fiduciary Alliance LLC | 8,868 | $1.12M | 0.11% | +8,868 | New |
| Two Sigma Investments, LP | 8,798 | $1.11M | 0.00% | +8,798 | New |
| DekaBank Deutsche Girozentrale | 8,591 | $1.10M | 0.00% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 8,694 | $1.10M | 0.60% | −84−1.0% | Reduced |
| TD Asset Management Inc | 8,554 | $1.08M | 0.00% | +8,554 | New |
| PKO Investment Management Joint-Stock Co | 8,500 | $1.07M | 0.13% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,417 | $1.06M | 0.06% | −2,790−24.9% | Reduced |
| CWM, LLC | 8,379 | $1.05M | 0.00% | +1,777+26.9% | Added |
| Caisse des Depots Et Consignations | 8,362 | $1.05M | 0.05% | +8,362 | New |
| D.A. Davidson & Co. | 8,168 | $1.03M | 0.01% | −734−8.2% | Reduced |
| Forte Capital LLC | 8,100 | $1.02M | 0.11% | +3,090+61.7% | Added |
| Asset Management One Co.,Ltd. | 8,064 | $1.02M | 0.00% | +1,764+28.0% | Added |
| We Are One Seven, LLC | 8,022 | $1.01M | 0.04% | +521+6.9% | Added |
| Atria Wealth Solutions, Inc. | 7,950 | $1.00M | 0.01% | +3,164+66.1% | Added |
| Caldwell Trust Co | 7,906 | $995.8K | 0.10% | +1,452+22.5% | Added |
| Mark Asset Management LP | 7,839 | $987.0K | 0.15% | +7,839 | New |
| Jefferies Financial Group Inc. | 7,790 | $981.2K | 0.01% | +2,903+59.4% | Added |
| Atlas Capital Advisors LLC | 7,750 | $976.1K | 0.12% | −30−0.4% | Reduced |
| Securian Asset Management, Inc | 7,633 | $961.4K | 0.03% | −349−4.4% | Reduced |
| Independent Financial Group, LLC | 7,583 | $955.1K | 0.03% | −6,423−45.9% | Reduced |
| Vestcor Inc | 7,548 | $951.0K | 0.03% | +6,728+820.5% | Added |
| Twinbeech Capital LP | 7,544 | $950.2K | 0.02% | +7,544 | New |
| EMC Capital Management | 7,505 | $945.0K | 0.53% | −11,681−60.9% | Reduced |
| XTX Topco Ltd | 7,474 | $941.4K | 0.08% | −12,317−62.2% | Reduced |
| Hilltop National Bank | 7,439 | $936.9K | 0.28% | +229+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 7,414 | $933.8K | 0.00% | −821−10.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 7,400 | $932.0K | 0.10% | +7,400 | New |
| CCM Investment Group, LLC | 7,350 | $927.0K | 0.10% | +7,350 | New |
| Beck Bode, LLC | 7,223 | $909.7K | 0.17% | +80+1.1% | Added |
| Vontobel Holding Ltd. | 7,217 | $909.0K | 0.00% | −1,800−20.0% | Reduced |
| Gabelli Funds LLC | 7,200 | $906.8K | 0.01% | −500−6.5% | Reduced |
| Diversified Trust Co | 7,185 | $905.0K | 0.02% | −10,713−59.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,158 | $902.8K | 0.00% | −1,635−18.6% | Reduced |
| Crossmark Global Holdings, Inc. | 7,130 | $898.0K | 0.02% | +22+0.3% | Added |
| Natixis Investment Managers International | 6,960 | $876.6K | 0.07% | +1,050+17.8% | Added |
| Chapin Davis, Inc. | 5,628 | $869.5K | 0.28% | 00.0% | Unchanged |
| 111 Capital | 6,843 | $861.9K | 0.18% | +6,843 | New |
| Brown, Lisle/Cummings, Inc. | 6,825 | $859.6K | 0.26% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,799 | $856.3K | 0.06% | +57+0.8% | Added |
| Oxford Asset Management LLP | 6,677 | $841.0K | 0.37% | +6,677 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,602 | $832.0K | 0.01% | +302+4.8% | Added |
| CastleKnight Management LP | 6,600 | $831.3K | 0.09% | 00.0% | Unchanged |
| Diker Management LLC | 6,400 | $806.1K | 0.70% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,333 | $804.5K | 0.00% | −557,027−98.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,351 | $799.9K | 0.00% | −40−0.6% | Reduced |
| May Barnhard Investments LLC | 6,278 | $790.7K | 0.38% | −2,407−27.7% | Reduced |
| Equitable Holdings, Inc. | 6,248 | $786.9K | 0.01% | +6,248 | New |
| Custom Index Systems, LLC | 6,247 | $786.8K | 0.42% | +727+13.2% | Added |
| Kane Investment Management, Inc. | 6,174 | $777.7K | 0.43% | +6,174 | New |
| River Wealth Advisors LLC | 6,160 | $775.9K | 0.10% | −90−1.4% | Reduced |
| Peak Retirement Planning, Inc. | 6,120 | $771.3K | 0.52% | +6,120 | New |
| Wincap Financial LLC | 6,078 | $765.5K | 0.78% | +6,078 | New |
| GWM Advisors LLC | 6,051 | $762.1K | 0.00% | +100+1.7% | Added |
| Merit Financial Group, LLC | 5,982 | $753.4K | 0.01% | +5,982 | New |
| Northwestern Mutual Wealth Management Co | 5,906 | $743.8K | 0.00% | +2,631+80.3% | Added |
| Systematic Alpha Investments, LLC | 5,900 | $743.1K | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 5,880 | $740.6K | 0.00% | −2,043−25.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,730 | $721.7K | 0.05% | +2,344+69.2% | Added |
| CI Private Wealth, LLC | 5,686 | $716.3K | 0.00% | −1,282−18.4% | Reduced |
| RSM US Wealth Management LLC | 5,677 | $715.8K | 0.01% | −2,105−27.0% | Reduced |
| L2 Asset Management, LLC | 5,658 | $712.6K | 0.16% | −10,280−64.5% | Reduced |
| Maryland State Retirement & Pension System | 5,657 | $712.5K | 0.02% | −264−4.5% | Reduced |
| Wedbush Securities Inc | 5,646 | $711.0K | 0.03% | +730+14.8% | Added |
| Gratus Wealth Advisors, LLC | 5,594 | $704.6K | 0.11% | −3−0.1% | Reduced |
| CSS LLC | 5,580 | $702.8K | 0.04% | −620−10.0% | Reduced |
| Shell Asset Management Co | 5,554 | $700.0K | 0.03% | −5−0.1% | Reduced |
| Change Path, LLC | 5,546 | $698.5K | 0.02% | +1,387+33.3% | Added |
| US Bancorp | 5,462 | $688.0K | 0.00% | +1,847+51.1% | Added |
| Weiss Asset Management LP | 5,317 | $669.7K | 0.02% | −31,361−85.5% | Reduced |
| Jones Financial Companies LLLP | 5,290 | $666.2K | 0.00% | +2,116+66.7% | Added |
| Elevated Capital Advisors, LLC | 5,218 | $657.3K | 0.18% | −374−6.7% | Reduced |
| Old North State Trust, LLC | 5,186 | $653.0K | 0.42% | +3,117+150.7% | Added |
| Kingsview Wealth Management, LLC | 5,125 | $645.5K | 0.01% | −62−1.2% | Reduced |