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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 2,296 | $289.2K | 0.07% | +325+16.5% | Added |
| Everence Capital Management Inc | 2,290 | $288.0K | 0.02% | +2,290 | New |
| Cooper Financial Group | 2,287 | $288.0K | 0.03% | +148+6.9% | Added |
| Trajan Wealth LLC | 2,234 | $281.4K | 0.02% | +10+0.4% | Added |
| SBI Securities Co., Ltd. | 2,233 | $281.2K | 0.01% | +2,233 | New |
| ORG Wealth Partners, LLC | 2,172 | $273.6K | 0.08% | +201+10.2% | Added |
| Omnia Family Wealth, LLC | 2,172 | $273.6K | 0.11% | −8−0.4% | Reduced |
| Hickory Point Bank & Trust | 2,156 | $271.5K | 0.24% | +2,156 | New |
| Park Avenue Securities LLC | 2,147 | $270.0K | 0.00% | +146+7.3% | Added |
| Sequoia Financial Advisors, LLC | 2,135 | $268.9K | 0.00% | −19−0.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,120 | $267.0K | 0.09% | +680+47.2% | Added |
| GeoWealth Management, LLC | 2,115 | $266.3K | 0.01% | +1,611+319.6% | Added |
| Fidelis Capital Partners, LLC | 2,020 | $265.6K | 0.03% | +2,020 | New |
| Cercano Management LLC | 2,107 | $265.4K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,101 | $264.6K | 0.05% | +595+39.5% | Added |
| Coppell Advisory Solutions LLC | 2,093 | $264.0K | 0.04% | +1,208+136.5% | Added |
| Old Port Advisors | 2,079 | $261.9K | 0.08% | +30+1.5% | Added |
| CAPROCK Group, Inc. | 2,074 | $261.2K | 0.01% | −46−2.2% | Reduced |
| Centaurus Financial, Inc. | 2,040 | $257.0K | 0.02% | −288−12.4% | Reduced |
| Eads & Heald Wealth Management | 2,034 | $256.0K | 0.13% | +2,034 | New |
| Strategic Advisors LLC | 2,000 | $251.9K | 0.05% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 1,997 | $251.5K | 0.18% | +1,997 | New |
| Insigneo Advisory Services, LLC | 1,990 | $250.6K | 0.03% | +89+4.7% | Added |
| Meeder Advisory Services, Inc. | 1,985 | $250.0K | 0.02% | +448+29.1% | Added |
| Harvest Fund Management Co., Ltd | 1,983 | $250.0K | 0.01% | −4,566−69.7% | Reduced |
| HM Payson & Co | 1,960 | $246.9K | 0.00% | −300−13.3% | Reduced |
| First Heartland Consultants, Inc. | 1,959 | $246.8K | 0.03% | −200−9.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,940 | $244.3K | 0.01% | +1,940 | New |
| Brookstone Capital Management | 1,938 | $244.1K | 0.00% | −459−19.1% | Reduced |
| HB Wealth Management, LLC | 1,926 | $242.6K | 0.00% | +1,926 | New |
| Stratos Wealth Partners, LTD. | 1,894 | $238.7K | 0.00% | +11+0.6% | Added |
| Journey Strategic Wealth LLC | 1,891 | $238.2K | 0.01% | +19+1.0% | Added |
| First Hawaiian Bank | 1,887 | $237.7K | 0.01% | −1,257−40.0% | Reduced |
| Whalen Wealth Management Inc. | 1,870 | $235.5K | 0.16% | +1,870 | New |
| Tiemann Investment Advisors, LLC | 1,855 | $233.6K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,850 | $233.0K | 0.00% | −75−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 1,846 | $232.5K | 0.19% | +1,846 | New |
| Ballentine Partners, LLC | 1,842 | $232.0K | 0.00% | +26+1.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,839 | $231.6K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,810 | $228.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,800 | $227.0K | 0.00% | +100+5.9% | Added |
| Montgomery Investment Management Inc | 1,800 | $226.7K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,781 | $224.3K | 0.03% | −239−11.8% | Reduced |
| Trust Point Inc. | 1,777 | $223.8K | 0.02% | +12+0.7% | Added |
| Vise Technologies, Inc. | 1,773 | $223.3K | 0.02% | +280+18.8% | Added |
| 180 Wealth Advisors, LLC | 1,766 | $222.4K | 0.03% | −25−1.4% | Reduced |
| Jacobi Capital Management LLC | 1,760 | $221.7K | 0.02% | −105−5.6% | Reduced |
| Toroso Investments, LLC | 1,752 | $220.7K | 0.00% | +80+4.8% | Added |
| Quent Capital, LLC | 1,747 | $220.1K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 1,738 | $218.9K | 0.00% | +45+2.7% | Added |
| Bleakley Financial Group, LLC | 1,713 | $215.7K | 0.01% | −5−0.3% | Reduced |
| Morningstar Investment Management LLC | 1,708 | $215.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,705 | $214.7K | 0.00% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,700 | $214.1K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,696 | $213.6K | 0.01% | +1,696 | New |
| Camden Capital, LLC | 1,673 | $210.7K | 0.02% | +38+2.3% | Added |
| Gen-Wealth Partners Inc | 1,639 | $206.4K | 0.09% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,636 | $206.0K | 0.03% | +11+0.7% | Added |
| Vicus Capital | 1,623 | $204.5K | 0.02% | +272+20.1% | Added |
| J.Safra Asset Management Corp | 1,599 | $201.7K | 0.02% | +1,090+214.1% | Added |
| Fortem Financial Group, LLC | 1,600 | $201.5K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,505 | $189.6K | 0.01% | +7+0.5% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $188.9K | 0.05% | +1,500 | New |
| WR Wealth Planners, LLC | 1,348 | $169.8K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,316 | $165.8K | 0.01% | +28+2.2% | Added |
| FLP Wealth Management, LLC | 1,224 | $154.2K | 0.39% | +1,224 | New |
| 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 |
| GAMMA Investing LLC | 1,208 | $152.1K | 0.01% | −160−11.7% | Reduced |
| Spirit of America Management Corp | 1,175 | $148.0K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,170 | $147.4K | 0.05% | −521−30.8% | Reduced |
| Navigoe, LLC | 1,171 | $147.0K | 0.14% | +1,171 | New |
| Ci Investments Inc. | 1,161 | $146.0K | 0.00% | +36+3.2% | Added |
| Huntington National Bank | 1,153 | $145.2K | 0.00% | +441+61.9% | Added |
| Plato Investment Management Ltd | 1,140 | $144.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,074 | $135.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,052 | $132.5K | 0.05% | +2+0.2% | Added |
| Lindbrook Capital, LLC | 1,044 | $131.5K | 0.01% | +6+0.6% | Added |
| PFG Private Wealth Management, LLC | 1,040 | $131.0K | 0.07% | +12+1.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,029 | $129.8K | 0.05% | −1,622−61.2% | Reduced |
| Venturi Wealth Management, LLC | 1,028 | $129.5K | 0.01% | +332+47.7% | Added |
| Trust Co of Vermont | 1,000 | $126.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 953 | $120.0K | 0.08% | +953 | New |
| Signaturefd, LLC | 921 | $116.0K | 0.00% | −752−44.9% | Reduced |
| Farther Finance Advisors, LLC | 870 | $109.6K | 0.00% | −1,405−61.8% | Reduced |
| Parallel Advisors, LLC | 835 | $105.2K | 0.00% | +40+5.0% | Added |
| Fifth Third Bancorp | 807 | $101.6K | 0.00% | −72−8.2% | Reduced |
| Nomura Asset Management Co Ltd | 760 | $95.7K | 0.00% | 00.0% | Unchanged |
| Ossiam | 747 | $94.1K | 0.00% | +176+30.8% | Added |
| Versant Capital Management, Inc | 700 | $88.2K | 0.02% | +92+15.1% | Added |
| Reyes Financial Architecture, Inc. | 693 | $87.3K | 0.07% | +693 | New |
| Federation des caisses Desjardins du Quebec | 650 | $81.9K | 0.00% | +100+18.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 622 | $78.0K | 0.06% | +43+7.4% | Added |
| City Holding Co | 612 | $77.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 575 | $72.4K | 0.04% | +575 | New |
| Smithfield Trust Co | 566 | $72.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 541 | $68.1K | 0.00% | +109+25.2% | Added |
| 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 |
| Point72 Hong Kong Ltd | 518 | $65.2K | 0.00% | +518 | New |