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, Q1 2025
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2025. 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
- 662
- −45 vs. Q4 2024
- Shares held
- 89.9M
- +1.94M (+2.2%) vs. Q4 2024
- Total value
- $9.48B
- −$1.59B (−14.4%) vs. Q4 2024
- New holders
- 89
- 212 more added
- Sold out
- 134
- 256 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 3,862 | $407.8K | 0.00% | −570−12.9% | Reduced |
| Quadrant Capital Group LLC | 3,801 | $401.3K | 0.01% | +2,296+152.6% | Added |
| Dark Forest Capital Management LP | 3,800 | $401.2K | 0.02% | +3,800 | New |
| Agf Management Ltd | 3,782 | $399.3K | 0.00% | −58,481−93.9% | Reduced |
| Navellier & Associates Inc | 3,804 | $395.5K | 0.05% | −90,517−96.0% | Reduced |
| Compass Wealth Management LLC | 3,720 | $392.8K | 0.10% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,700 | $390.7K | 0.09% | 00.0% | Unchanged |
| Magnetar Financial LLC | 3,692 | $389.8K | 0.01% | +3,692 | New |
| Leonteq Securities AG | 3,685 | $389.7K | 0.03% | +811+28.2% | Added |
| First Eagle Investment Management, LLC | 3,679 | $388.5K | 0.00% | −200−5.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,645 | $384.9K | 0.02% | −10.0% | Reduced |
| Shelton Capital Management | 3,626 | $382.9K | 0.01% | −248−6.4% | Reduced |
| Martin Capital Advisors, LLP | 3,576 | $377.6K | 0.27% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,574 | $377.4K | 0.00% | −28,430−88.8% | Reduced |
| Kestra Private Wealth Services, LLC | 3,531 | $372.8K | 0.01% | +877+33.0% | Added |
| Atria Wealth Solutions, Inc. | 3,485 | $368.0K | 0.00% | −4,465−56.2% | Reduced |
| Ellis Investment Partners, LLC | 3,436 | $362.8K | 0.08% | −336−8.9% | Reduced |
| Forum Financial Management, LP | 3,369 | $355.7K | 0.01% | +8+0.2% | Added |
| Two Sigma Advisers, LP | 3,300 | $348.4K | 0.00% | −135,300−97.6% | Reduced |
| CIBC Asset Management Inc | 3,290 | $347.4K | 0.00% | +67+2.1% | Added |
| Mutual Advisors, LLC | 3,423 | $342.5K | 0.01% | +57+1.7% | Added |
| Callan Family Office, LLC | 3,241 | $342.2K | 0.03% | +56+1.8% | Added |
| Graham Capital Management, L.P. | 3,223 | $340.3K | 0.01% | −57,806−94.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $338.5K | 0.07% | −160−4.8% | Reduced |
| Brinker Capital Investments, LLC | 3,204 | $338.3K | 0.00% | +351+12.3% | Added |
| Orion Portfolio Solutions, LLC | 3,204 | $338.3K | 0.00% | +351+12.3% | Added |
| Evergreen Capital Management LLC | 3,199 | $337.8K | 0.01% | −880−21.6% | Reduced |
| AIA Group Ltd | 3,144 | $332.0K | 0.01% | +542+20.8% | Added |
| Bryn Mawr Trust Co | 3,137 | $331.2K | 0.01% | −9,019−74.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,128 | $330.0K | 0.00% | −407−11.5% | Reduced |
| Fiduciary Trust Co | 3,095 | $326.8K | 0.00% | +265+9.4% | Added |
| Tower Research Capital LLC (TRC) | 3,026 | $319.5K | 0.01% | −7,620−71.6% | Reduced |
| RSM US Wealth Management LLC | 3,018 | $318.7K | 0.00% | −2,659−46.8% | Reduced |
| Buckingham Strategic Partners | 3,015 | $318.4K | 0.00% | +3,015 | New |
| Leavell Investment Management, Inc. | 3,000 | $316.8K | 0.02% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 3,000 | $316.8K | 0.16% | +3,000 | New |
| Left Brain Wealth Management, LLC | 3,000 | $316.8K | 0.14% | +3,000 | New |
| Envestnet Portfolio Solutions, Inc. | 2,990 | $315.7K | 0.00% | −1,663−35.7% | Reduced |
| Farringdon Capital, Ltd. | 2,989 | $315.6K | 0.16% | −732−19.7% | Reduced |
| Petrus Trust Company, LTA | 2,894 | $305.6K | 0.03% | +2,894 | New |
| La Banque Postale Asset Management SA | 2,834 | $299.2K | 0.00% | +127+4.7% | Added |
| Sovereign Financial Group, Inc. | 2,770 | $292.5K | 0.07% | +474+20.6% | Added |
| Disciplined Investors, L.L.C. | 2,769 | $292.4K | 0.26% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,729 | $288.2K | 0.01% | +1,413+107.4% | Added |
| AE Wealth Management LLC | 2,704 | $285.5K | 0.00% | +2,704 | New |
| Flagship Harbor Advisors, LLC | 2,686 | $283.6K | 0.01% | −462−14.7% | Reduced |
| First Citizens Bank & Trust Co | 2,686 | $283.6K | 0.01% | −74−2.7% | Reduced |
| Harbour Investments, Inc. | 2,666 | $281.5K | 0.01% | −111−4.0% | Reduced |
| Advisors Asset Management, Inc. | 2,656 | $280.4K | 0.01% | −1,036−28.1% | Reduced |
| Commerce Bank | 2,642 | $279.0K | 0.00% | −1,388−34.4% | Reduced |
| Rossby Financial, LCC | 2,769 | $277.1K | 0.12% | +2,769 | New |
| Pitcairn Co | 2,609 | $275.5K | 0.02% | −702−21.2% | Reduced |
| Blueshift Asset Management, LLC | 2,605 | $275.1K | 0.11% | −1,045−28.6% | Reduced |
| Institute for Wealth Management, LLC. | 2,605 | $275.1K | 0.04% | +2,605 | New |
| Quantbot Technologies LP | 2,601 | $274.6K | 0.01% | +2,601 | New |
| Catalyst Funds Management Pty Ltd | 2,520 | $266.1K | 0.07% | −8,155−76.4% | Reduced |
| Atomi Financial Group, Inc. | 2,515 | $265.6K | 0.01% | −145−5.5% | Reduced |
| Two Sigma Securities, LLC | 2,498 | $263.8K | 0.04% | +2,498 | New |
| Private Trust Co NA | 2,497 | $263.7K | 0.03% | −141−5.3% | Reduced |
| Applied Finance Capital Management, LLC | 2,479 | $261.8K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,472 | $261.0K | 0.01% | −11−0.4% | Reduced |
| Profund Advisors LLC | 2,441 | $257.7K | 0.01% | −61−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,396 | $253.0K | 0.01% | −68−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,376 | $250.9K | 0.00% | −116−4.7% | Reduced |
| Arlington Trust Co LLC | 2,350 | $248.1K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,374 | $247.7K | 0.00% | +2,374 | New |
| Lingohr & Partner Asset Management GmbH | 2,340 | $246.0K | 0.06% | +2,340 | New |
| Trajan Wealth LLC | 2,297 | $242.5K | 0.01% | +63+2.8% | Added |
| Independent Advisor Alliance | 2,295 | $242.3K | 0.01% | −155−6.3% | Reduced |
| Everence Capital Management Inc | 2,290 | $242.0K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,289 | $241.7K | 0.00% | +363+18.8% | Added |
| Fidelis Capital Partners, LLC | 2,395 | $239.7K | 0.03% | +375+18.6% | Added |
| Insigneo Advisory Services, LLC | 2,258 | $238.4K | 0.02% | +268+13.5% | Added |
| Western Wealth Management, LLC | 2,221 | $234.5K | 0.02% | +2,221 | New |
| Harbour Capital Advisors, LLC | 2,375 | $233.7K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,210 | $233.4K | 0.01% | −5,812−72.5% | Reduced |
| Affinity Investment Advisors, LLC | 2,210 | $233.4K | 0.19% | +364+19.7% | Added |
| Ostrum Asset Management | 2,200 | $232.3K | 0.01% | +2,200 | New |
| Financial Security Advisor, Inc. | 2,189 | $231.2K | 0.06% | +2,189 | New |
| Hickory Point Bank & Trust | 2,156 | $227.7K | 0.20% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,155 | $227.5K | 0.04% | +2,155 | New |
| Concurrent Investment Advisors, LLC | 2,146 | $226.6K | 0.01% | +2,146 | New |
| ISAM Funds (UK) Ltd | 2,133 | $225.2K | 0.11% | +2,133 | New |
| Omnia Family Wealth, LLC | 2,114 | $223.2K | 0.09% | −58−2.7% | Reduced |
| Cercano Management LLC | 2,107 | $222.5K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,094 | $221.1K | 0.01% | +109+5.5% | Added |
| Old Port Advisors | 2,071 | $218.7K | 0.06% | −8−0.4% | Reduced |
| Modera Wealth Management, LLC | 2,062 | $217.7K | 0.00% | −392−16.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,056 | $217.1K | 0.00% | −79−3.7% | Reduced |
| Prelude Capital Management, LLC | 2,043 | $215.7K | 0.02% | −540−20.9% | Reduced |
| Machina Capital S.A.S. | 2,025 | $213.8K | 0.06% | +2,025 | New |
| Ballentine Partners, LLC | 1,989 | $210.0K | 0.00% | +147+8.0% | Added |
| ORG Wealth Partners, LLC | 1,977 | $208.2K | 0.06% | −195−9.0% | Reduced |
| HM Payson & Co | 1,960 | $207.0K | 0.00% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 1,958 | $206.7K | 0.15% | +1,958 | New |
| Stratos Wealth Partners, LTD. | 1,915 | $202.2K | 0.00% | +21+1.1% | Added |
| William Blair Investment Management, LLC | 1,908 | $201.5K | 0.00% | +1,908 | New |
| Brookstone Capital Management | 1,905 | $201.2K | 0.00% | −33−1.7% | Reduced |
| Montecito Bank & Trust | 1,905 | $201.1K | 0.04% | −196−9.3% | Reduced |
| Strategic Advisors LLC | 1,900 | $200.6K | 0.04% | −100−5.0% | Reduced |