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, Q2 2025
Institutional positions in Toll Brothers, Inc. as of Jun 30, 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
- 661
- +8 vs. Q1 2025
- Shares held
- 87.8M
- −1.99M (−2.2%) vs. Q1 2025
- Total value
- $10.0B
- +$547.3M (+5.8%) vs. Q1 2025
- New holders
- 115
- 248 more added
- Sold out
- 107
- 194 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Martin Capital Advisors, LLP | 3,576 | $408.1K | 0.27% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,563 | $406.6K | 0.00% | −299−7.7% | Reduced |
| Shelton Capital Management | 3,543 | $404.4K | 0.01% | −83−2.3% | Reduced |
| Mutual Advisors, LLC | 3,263 | $401.5K | 0.01% | −160−4.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,387 | $386.5K | 0.00% | +259+8.3% | Added |
| Forum Financial Management, LP | 3,365 | $384.0K | 0.01% | −4−0.1% | Reduced |
| Vise Technologies, Inc. | 3,365 | $384.0K | 0.02% | +3,365 | New |
| CI Private Wealth, LLC | 3,322 | $379.2K | 0.00% | +3,322 | New |
| CIBC Asset Management Inc | 3,290 | $375.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,271 | $373.3K | 0.00% | +1,848+129.9% | Added |
| Atomi Financial Group, Inc. | 3,237 | $369.4K | 0.01% | +722+28.7% | Added |
| Clearstead Advisors, LLC | 3,200 | $365.2K | 0.01% | +2,863+849.6% | Added |
| Strathmore Capital Advisors, Inc. | 3,000 | $364.2K | 0.16% | +3,000 | New |
| ORG Wealth Partners, LLC | 3,080 | $363.5K | 0.09% | +1,103+55.8% | Added |
| AIA Group Ltd | 3,144 | $358.8K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,144 | $358.8K | 0.01% | +849+37.0% | Added |
| EverSource Wealth Advisors, LLC | 3,143 | $358.7K | 0.02% | +2,979+1,816.5% | Added |
| Bryn Mawr Trust Co | 3,137 | $358.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,103 | $354.1K | 0.32% | +3,103 | New |
| Fiduciary Trust Co | 3,095 | $353.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,020 | $344.7K | 0.08% | −700−18.8% | Reduced |
| Leavell Investment Management, Inc. | 3,000 | $342.4K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 2,909 | $332.0K | 0.00% | +2,909 | New |
| Capital Performance Advisors LLP | 2,886 | $329.4K | 0.06% | +2,886 | New |
| Oak Thistle LLC | 2,868 | $327.3K | 0.05% | +2,868 | New |
| Rossby Financial, LCC | 2,846 | $324.8K | 0.12% | +77+2.8% | Added |
| Evergreen Capital Management LLC | 2,809 | $320.6K | 0.01% | −390−12.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,806 | $320.2K | 0.06% | −400−12.5% | Reduced |
| Disciplined Investors, L.L.C. | 2,769 | $316.0K | 0.25% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,760 | $315.0K | 0.01% | +2,760 | New |
| Fidelis Capital Partners, LLC | 2,502 | $314.9K | 0.03% | +107+4.5% | Added |
| KBC Group NV | 2,748 | $314.0K | 0.00% | −1,667−37.8% | Reduced |
| AE Wealth Management LLC | 2,714 | $309.8K | 0.00% | +10+0.4% | Added |
| Ariadne Wealth Management, LP | 2,297 | $306.3K | 0.15% | +2,297 | New |
| Western Wealth Management, LLC | 2,654 | $302.9K | 0.02% | +433+19.5% | Added |
| United Capital Financial Advisers, LLC | 2,641 | $301.4K | 0.00% | +265+11.2% | Added |
| We Are One Seven, LLC | 2,634 | $300.6K | 0.01% | +424+19.2% | Added |
| Evoke Wealth, LLC | 2,629 | $300.0K | 0.01% | +2,629 | New |
| Institute for Wealth Management, LLC. | 2,605 | $297.3K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,586 | $295.1K | 0.04% | +2,314+850.7% | Added |
| Applied Finance Capital Management, LLC | 2,579 | $294.3K | 0.02% | +100+4.0% | Added |
| NorthRock Partners, LLC | 2,578 | $294.2K | 0.01% | +2,578 | New |
| Swiss Life Asset Management Ltd | 2,573 | $293.7K | 0.00% | +2,573 | New |
| HB Wealth Management, LLC | 2,563 | $292.5K | 0.00% | +274+12.0% | Added |
| Kestra Private Wealth Services, LLC | 2,558 | $291.9K | 0.00% | −973−27.6% | Reduced |
| Commerce Bank | 2,546 | $290.6K | 0.00% | −96−3.6% | Reduced |
| Leonteq Securities AG | 2,540 | $289.9K | 0.02% | −1,145−31.1% | Reduced |
| waypoint wealth counsel | 2,503 | $285.7K | 0.14% | +2,503 | New |
| Harbour Capital Advisors, LLC | 2,375 | $285.6K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,494 | $284.6K | 0.01% | +22+0.9% | Added |
| Chicago Partners Investment Group LLC | 2,237 | $283.6K | 0.01% | +2,237 | New |
| Meeder Advisory Services, Inc. | 2,461 | $280.9K | 0.01% | +367+17.5% | Added |
| Trajan Wealth LLC | 2,454 | $280.1K | 0.01% | +157+6.8% | Added |
| Moors & Cabot, Inc. | 2,449 | $279.5K | 0.01% | +2,449 | New |
| Ground Swell Capital, LLC | 2,401 | $274.0K | 0.45% | +2,401 | New |
| Prelude Capital Management, LLC | 2,399 | $273.8K | 0.03% | +356+17.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,396 | $273.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,381 | $271.8K | 0.01% | −285−10.7% | Reduced |
| STRS Ohio | 2,364 | $269.8K | 0.00% | −10,483−81.6% | Reduced |
| Nilsine Partners, LLC | 2,362 | $269.6K | 0.03% | −16,313−87.4% | Reduced |
| Arlington Trust Co LLC | 2,350 | $268.2K | 0.05% | 00.0% | Unchanged |
| Aristides Capital LLC | 2,330 | $265.9K | 0.08% | +2,330 | New |
| Private Trust Co NA | 2,303 | $262.8K | 0.03% | −194−7.8% | Reduced |
| Profund Advisors LLC | 2,303 | $262.8K | 0.01% | −138−5.7% | Reduced |
| Hickory Point Bank & Trust | 2,296 | $262.0K | 0.21% | +140+6.5% | Added |
| Everence Capital Management Inc | 2,290 | $261.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,273 | $259.0K | 0.00% | +2,273 | New |
| Ballentine Partners, LLC | 2,256 | $257.5K | 0.00% | +267+13.4% | Added |
| Inceptionr LLC | 2,213 | $252.6K | 0.06% | −2,966−57.3% | Reduced |
| Pitcairn Co | 2,192 | $250.2K | 0.02% | −417−16.0% | Reduced |
| Integrated Advisors Network LLC | 2,169 | $247.5K | 0.01% | +2,169 | New |
| Old Port Advisors | 2,165 | $247.1K | 0.07% | +94+4.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,160 | $246.5K | 0.07% | +2,160 | New |
| Financial Security Advisor, Inc. | 2,159 | $246.4K | 0.06% | −30−1.4% | Reduced |
| Gsa Capital Partners LLP | 2,130 | $243.0K | 0.02% | −5,259−71.2% | Reduced |
| Advisors Asset Management, Inc. | 2,127 | $242.8K | 0.00% | −529−19.9% | Reduced |
| IFP Advisors, Inc | 2,124 | $242.6K | 0.01% | −605−22.2% | Reduced |
| Omnia Family Wealth, LLC | 2,114 | $241.3K | 0.09% | 00.0% | Unchanged |
| Cercano Management LLC | 2,107 | $240.5K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,095 | $239.1K | 0.02% | +2,095 | New |
| Wedbush Securities Inc | 2,059 | $235.0K | 0.01% | −5,076−71.1% | Reduced |
| Morningstar Investment Management LLC | 2,038 | $233.0K | 0.02% | +2,038 | New |
| Brookwood Investment Group LLC | 2,040 | $232.8K | 0.04% | −115−5.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,987 | $232.5K | 0.03% | +1,987 | New |
| JT Stratford LLC | 2,013 | $229.7K | 0.03% | −6,567−76.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,996 | $227.9K | 0.01% | −690−25.7% | Reduced |
| Wolverine Trading, LLC | 1,993 | $227.8K | 0.01% | −2,107−51.4% | Reduced |
| Eads & Heald Wealth Management | 1,976 | $226.0K | 0.11% | +1,976 | New |
| Keebeck Alpha, LP | 1,955 | $223.1K | 0.36% | +1,955 | New |
| Paragon Capital Management Ltd | 1,949 | $222.4K | 0.04% | +1,949 | New |
| Modera Wealth Management, LLC | 1,948 | $222.3K | 0.00% | −114−5.5% | Reduced |
| William Blair Investment Management, LLC | 1,948 | $222.3K | 0.00% | +40+2.1% | Added |
| GAMMA Investing LLC | 1,946 | $222.1K | 0.01% | +651+50.3% | Added |
| Strategic Advisors LLC | 1,900 | $216.8K | 0.04% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,899 | $216.7K | 0.02% | +193+11.3% | Added |
| Stratos Wealth Partners, LTD. | 1,888 | $215.6K | 0.00% | −27−1.4% | Reduced |
| EP Wealth Advisors, LLC | 1,882 | $214.8K | 0.00% | +1,882 | New |
| Quent Capital, LLC | 1,863 | $212.7K | 0.02% | +161+9.5% | Added |
| Tiemann Investment Advisors, LLC | 1,855 | $211.7K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 1,853 | $211.5K | 0.00% | +1,853 | New |