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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 466 | $58.7K | 0.04% | −28−5.7% | Reduced |
| Avalon Trust Co | 460 | $57.9K | 0.00% | +460 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 422 | $53.2K | 0.00% | −17−3.9% | Reduced |
| Morse Asset Management, Inc | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 377 | $47.5K | 0.04% | +377 | New |
| Atlantic Edge Private Wealth Management, LLC | 350 | $44.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 346 | $43.6K | 0.00% | +15+4.5% | Added |
| LGT Financial Advisors LLC | 340 | $42.8K | 0.09% | −9−2.6% | Reduced |
| Bessemer Group Inc | 327 | $41.0K | 0.00% | +104+46.6% | Added |
| Credit Agricole S A | 325 | $40.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 320 | $40.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 318 | $40.1K | 0.01% | +290+1,035.7% | Added |
| Smartleaf Asset Management LLC | 293 | $37.0K | 0.00% | +75+34.4% | Added |
| DiNuzzo Private Wealth, Inc. | 281 | $35.4K | 0.00% | +250+806.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 272 | $34.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 261 | $32.9K | 0.01% | +238+1,034.8% | Added |
| Cornerstone Planning Group LLC | 212 | $29.7K | 0.01% | −5−2.3% | Reduced |
| Promus Capital, LLC | 231 | $29.1K | 0.02% | +231 | New |
| CoreCap Advisors, LLC | 223 | $28.1K | 0.00% | +3+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 219 | $27.6K | 0.04% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 215 | $27.1K | 0.00% | +215 | New |
| Hemington Wealth Management | 219 | $27.0K | 0.01% | +38+21.0% | Added |
| Massmutual Trust Co FSB | 214 | $27.0K | 0.00% | +8+3.9% | Added |
| Caitlin John, LLC | 212 | $26.7K | 0.02% | +17+8.7% | Added |
| Deseret Mutual Benefit Administrators | 207 | $26.1K | 0.01% | −12−5.5% | Reduced |
| Colonial Trust Advisors | 205 | $25.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $25.2K | 0.00% | −1−0.5% | Reduced |
| Pinnacle Holdings, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $25.2K | 0.00% | +200 | New |
| Covestor Ltd | 196 | $25.0K | 0.02% | −279−58.7% | Reduced |
| Hollencrest Capital Management | 190 | $23.9K | 0.00% | −179−48.5% | Reduced |
| Marshall Investment Management, LLC | 153 | $23.7K | 0.01% | +153 | New |
| Colonial Trust Co | 188 | $23.7K | 0.00% | +188 | New |
| Skopos Labs, Inc. | 178 | $22.4K | 0.01% | +1+0.6% | Added |
| Allworth Financial LP | 162 | $22.1K | 0.00% | +19+13.3% | Added |
| Clearstead Advisors, LLC | 168 | $21.1K | 0.00% | −561−77.0% | Reduced |
| Rakuten Securities, Inc. | 167 | $21.0K | 0.01% | −383−69.6% | Reduced |
| Contravisory Investment Management, Inc. | 161 | $20.3K | 0.00% | −8−4.7% | Reduced |
| Meeder Asset Management Inc | 152 | $19.1K | 0.00% | −3,559−95.9% | Reduced |
| Sachetta, LLC | 147 | $18.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 140 | $17.6K | 0.00% | −211−60.1% | Reduced |
| Sound Income Strategies, LLC | 133 | $16.8K | 0.00% | +133 | New |
| SRS Capital Advisors, Inc. | 133 | $16.8K | 0.00% | −11−7.6% | Reduced |
| Proequities, Inc. | 122 | $16.6K | 0.00% | −79−39.3% | Reduced |
| Kozak & Associates, Inc. | 129 | $16.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 129 | $16.2K | 0.00% | +66+104.8% | Added |
| CVA Family Office, LLC | 125 | $15.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 120 | $15.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $14.7K | 0.00% | −3−2.5% | Reduced |
| Larson Financial Group LLC | 116 | $14.6K | 0.00% | −64−35.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114 | $14.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $13.7K | 0.00% | +109 | New |
| WFA Asset Management Corp | 109 | $13.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 100 | $12.6K | 0.00% | −31−23.7% | Reduced |
| Sandy Spring Bank | 100 | $12.6K | 0.00% | +25+33.3% | Added |
| Medallion Wealth Advisors, LLC | 100 | $12.6K | 0.01% | +100 | New |
| Addison Advisors LLC | 97 | $12.2K | 0.00% | −12−11.0% | Reduced |
| Investors Research Corp | 93 | $11.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 90 | $11.3K | 0.00% | +84+1,400.0% | Added |
| Talon Private Wealth, LLC | 89 | $11.2K | 0.00% | −2−2.2% | Reduced |
| HHM Wealth Advisors, LLC | 89 | $11.2K | 0.00% | +14+18.7% | Added |
| Murphy & Mullick Capital Management Corp | 85 | $10.7K | 0.01% | +85 | New |
| EverSource Wealth Advisors, LLC | 84 | $10.6K | 0.00% | −20−19.2% | Reduced |
| Parkside Financial Bank & Trust | 78 | $9.82K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $9.45K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 70 | $8.82K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 69 | $8.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $8.31K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $8.19K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 67 | $7.72K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 60 | $7.56K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 51 | $6.42K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 50 | $6.30K | 0.01% | +50 | New |
| GHP Investment Advisors, Inc. | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $5.42K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $5.16K | 0.00% | +41 | New |
| Bruce G. Allen Investments, LLC | 38 | $4.79K | 0.00% | −1−2.6% | Reduced |
| Pittenger & Anderson Inc | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $4.16K | 0.00% | −32−49.2% | Reduced |
| Capital Analysts, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $4.00K | 0.00% | −4−10.5% | Reduced |
| Gables Capital Management Inc. | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 25 | $3.15K | 0.00% | +25 | New |
| Crews Bank & Trust | 25 | $3.15K | 0.00% | +25 | New |
| Hazlett, Burt & Watson, Inc. | 26 | $3.00K | 0.00% | +26 | New |
| Continuum Advisory, LLC | 23 | $2.90K | 0.00% | −4−14.8% | Reduced |
| Private Wealth Management Group, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 19 | $2.39K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 17 | $2.14K | 0.00% | −25−59.5% | Reduced |
| Horizon Investments, LLC | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $1.51K | 0.00% | +8+200.0% | Added |
| Cape Investment Advisory, Inc. | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |