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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 1,839 | $209.9K | 0.01% | +1,839 | New |
| Blueshift Asset Management, LLC | 1,829 | $208.7K | 0.06% | −776−29.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,767 | $201.7K | 0.09% | +1,767 | New |
| Jacobi Capital Management LLC | 1,760 | $200.9K | 0.01% | +1,760 | New |
| Costello Asset Management, INC | 1,750 | $199.7K | 0.08% | +1,750 | New |
| HM Payson & Co | 1,660 | $189.5K | 0.00% | −300−15.3% | Reduced |
| Bessemer Group Inc | 1,588 | $182.0K | 0.00% | +1,233+347.3% | Added |
| Farther Finance Advisors, LLC | 1,485 | $169.4K | 0.00% | +90+6.5% | Added |
| Allworth Financial LP | 1,463 | $167.0K | 0.00% | +1,354+1,242.2% | Added |
| Atticus Wealth Management, LLC | 1,366 | $155.9K | 0.04% | +1,366 | New |
| Covestor Ltd | 1,351 | $154.0K | 0.09% | +179+15.3% | Added |
| Hantz Financial Services, Inc. | 1,293 | $148.0K | 0.00% | +1,202+1,320.9% | Added |
| Western Pacific Wealth Management, LP | 1,220 | $139.2K | 0.13% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,175 | $134.1K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 1,163 | $133.0K | 0.07% | −6,342−84.5% | Reduced |
| Navigoe, LLC | 1,171 | $133.0K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 1,101 | $125.7K | 0.00% | +151+15.9% | Added |
| Signaturefd, LLC | 1,074 | $122.6K | 0.00% | −56−5.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,050 | $119.8K | 0.01% | +1,050 | New |
| Parallel Advisors, LLC | 1,046 | $119.4K | 0.00% | +120+13.0% | Added |
| Natixis | 981 | $112.0K | 0.00% | +981 | New |
| Fifth Third Bancorp | 977 | $111.5K | 0.00% | +157+19.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951 | $109.0K | 0.00% | +951 | New |
| Trust Co of Vermont | 900 | $102.7K | 0.00% | −100−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $102.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 893 | $102.0K | 0.00% | −56−5.9% | Reduced |
| True Wealth Design, LLC | 892 | $101.8K | 0.04% | +847+1,882.2% | Added |
| SBI Securities Co., Ltd. | 875 | $99.9K | 0.00% | +585+201.7% | Added |
| Curat Global, LLC | 800 | $91.3K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 747 | $85.3K | 0.05% | +20+2.8% | Added |
| Salem Investment Counselors Inc | 650 | $74.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 650 | $74.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 612 | $69.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 565 | $64.0K | 0.03% | +565 | New |
| Principal Securities, Inc. | 545 | $62.1K | 0.00% | +4+0.7% | Added |
| SRS Capital Advisors, Inc. | 517 | $59.0K | 0.00% | +511+8,516.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 503 | $57.4K | 0.01% | −440−46.7% | Reduced |
| Fulcrum Asset Management LLP | 487 | $55.6K | 0.02% | +487 | New |
| 1620 Investment Advisors, Inc. | 481 | $54.9K | 0.04% | +15+3.2% | Added |
| Quarry LP | 471 | $53.8K | 0.01% | +471 | New |
| Aventura Private Wealth, LLC | 412 | $47.0K | 0.02% | −210−33.8% | Reduced |
| Spire Wealth Management | 402 | $45.8K | 0.00% | −142−26.1% | Reduced |
| Morse Asset Management, Inc | 400 | $45.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 398 | $45.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $41.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 324 | $37.0K | 0.00% | +182+128.2% | Added |
| Central Trust Co | 320 | $36.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 303 | $34.6K | 0.00% | +10+3.4% | Added |
| DiNuzzo Private Wealth, Inc. | 279 | $31.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 254 | $29.0K | 0.00% | −146−36.5% | Reduced |
| IAG Wealth Partners, LLC | 253 | $28.9K | 0.00% | −8−3.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 250 | $28.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 241 | $27.0K | 0.00% | +27+12.6% | Added |
| Cornerstone Planning Group LLC | 212 | $26.9K | 0.01% | +10+5.0% | Added |
| Optiver Holding B.V. | 234 | $26.7K | 0.00% | −14−5.6% | Reduced |
| Promus Capital, LLC | 231 | $26.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 229 | $26.1K | 0.00% | +65+39.6% | Added |
| NBC Securities, Inc. | 236 | $26.0K | 0.00% | +193+448.8% | Added |
| Bogart Wealth, LLC | 218 | $24.9K | 0.00% | +68+45.3% | Added |
| Rothschild Investment LLC | 213 | $24.3K | 0.00% | +3+1.4% | Added |
| Deseret Mutual Benefit Administrators | 207 | $23.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 205 | $23.4K | 0.01% | −8−3.8% | Reduced |
| Colonial Trust Advisors | 205 | $23.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $22.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 185 | $21.1K | 0.00% | −60−24.5% | Reduced |
| Parkside Financial Bank & Trust | 183 | $20.9K | 0.00% | +19+11.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 161 | $20.7K | 0.01% | +161 | New |
| Smartleaf Asset Management LLC | 179 | $20.5K | 0.00% | −49−21.5% | Reduced |
| South State Corp. | 160 | $18.3K | 0.00% | −19−10.6% | Reduced |
| NewSquare Capital LLC | 152 | $17.3K | 0.00% | +146+2,433.3% | Added |
| Farmers & Merchants Investments Inc | 147 | $16.8K | 0.00% | −4−2.6% | Reduced |
| Rakuten Securities, Inc. | 144 | $16.4K | 0.01% | +116+414.3% | Added |
| Versant Capital Management, Inc | 143 | $16.3K | 0.00% | +143 | New |
| Kozak & Associates, Inc. | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $15.6K | 0.00% | +31+29.2% | Added |
| Mount Yale Investment Advisors, LLC | 136 | $15.5K | 0.00% | +136 | New |
| CVA Family Office, LLC | 130 | $14.8K | 0.00% | +5+4.0% | Added |
| JFS Wealth Advisors, LLC | 120 | $13.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 120 | $13.7K | 0.01% | +10+9.1% | Added |
| Sachetta, LLC | 119 | $13.6K | 0.01% | −4−3.3% | Reduced |
| GW&K Investment Management, LLC | 117 | $13.0K | 0.00% | −4−3.3% | Reduced |
| Sunbelt Securities, Inc. | 100 | $12.6K | 0.00% | −415−80.6% | Reduced |
| WFA Asset Management Corp | 108 | $12.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $12.4K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 109 | $12.4K | 0.01% | +109 | New |
| Smithfield Trust Co | 110 | $12.0K | 0.00% | −155−58.5% | Reduced |
| Medallion Wealth Advisors, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $11.4K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 100 | $11.4K | 0.00% | +100 | New |
| Traub Capital Management LLC | 100 | $11.4K | 0.01% | +100 | New |
| Valley National Advisers Inc | 100 | $11.0K | 0.00% | +100 | New |
| ORG Partners LLC | 90 | $10.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 93 | $10.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 90 | $10.3K | 0.00% | +90 | New |
| HHM Wealth Advisors, LLC | 75 | $8.56K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $8.56K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 70 | $7.99K | 0.00% | −600−89.6% | Reduced |
| Fortitude Family Office, LLC | 70 | $7.99K | 0.00% | +19+37.3% | Added |
| Country Trust Bank | 70 | $7.99K | 0.00% | +70 | New |
| Prestige Wealth Management Group LLC | 66 | $7.53K | 0.00% | 00.0% | Unchanged |