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 2026
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2026. 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
- 785
- +59 vs. Q4 2025
- Shares held
- 83.4M
- +8.62M (+11.5%) vs. Q4 2025
- Total value
- $11.4B
- +$1.27B (+12.6%) vs. Q4 2025
- New holders
- 125
- 291 more added
- Sold out
- 66
- 238 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 93 | $12.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 96 | $13.1K | 0.00% | +96 | New |
| Danske Bank A/S | 100 | $13.6K | 0.00% | −1,200−92.3% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $13.6K | 0.00% | −64−39.0% | Reduced |
| Medallion Wealth Advisors, LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 108 | $14.7K | 0.01% | −553−83.7% | Reduced |
| Aquatic Capital Management LLC | 108 | $14.7K | 0.00% | +108 | New |
| Friedenthal Financial | 109 | $14.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $15.4K | 0.00% | +38+50.7% | Added |
| Murphy & Mullick Capital Management Corp | 121 | $16.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 121 | $16.6K | 0.00% | −37−23.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 127 | $17.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 130 | $17.7K | 0.00% | +15+13.0% | Added |
| Kozak & Associates, Inc. | 130 | $18.4K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 135 | $18.4K | 0.00% | +135 | New |
| Peregrine Capital Management LLC | 140 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 140 | $19.1K | 0.00% | +10+7.7% | Added |
| Valley National Advisers Inc | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 155 | $21.2K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 155 | $21.2K | 0.01% | +155 | New |
| Geneos Wealth Management Inc. | 160 | $21.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $22.0K | 0.00% | +6+3.9% | Added |
| Colonial Trust Advisors | 166 | $22.7K | 0.00% | −39−19.0% | Reduced |
| Pinnacle Bancorp, Inc. | 166 | $22.7K | 0.01% | +66+66.0% | Added |
| Basecamp Wealth Advisors LLC | 172 | $23.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 173 | $23.6K | 0.01% | +173 | New |
| GW&K Investment Management, LLC | 182 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 187 | $25.5K | 0.01% | +74+65.5% | Added |
| Measured Wealth Private Client Group, LLC | 190 | $25.9K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 196 | $26.7K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 198 | $27.0K | 0.00% | +7+3.7% | Added |
| Pinnacle Holdings, LLC | 200 | $27.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 214 | $29.2K | 0.00% | −149−41.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 233 | $31.8K | 0.02% | +233 | New |
| Quarry LP | 237 | $32.3K | 0.01% | −86−26.6% | Reduced |
| NBC Securities, Inc. | 238 | $32.5K | 0.00% | +6+2.6% | Added |
| Parkside Financial Bank & Trust | 238 | $32.5K | 0.00% | +24+11.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $34.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 250 | $34.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 256 | $34.9K | 0.00% | +256 | New |
| Smithfield Trust Co | 260 | $35.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 271 | $37.0K | 0.01% | +271 | New |
| DiNuzzo Private Wealth, Inc. | 280 | $38.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 294 | $40.1K | 0.00% | +164+126.2% | Added |
| Macquarie Group Ltd | 297 | $40.5K | 0.00% | +297 | New |
| Covestor Ltd | 305 | $42.0K | 0.03% | −138−31.2% | Reduced |
| Ancora Advisors, LLC | 311 | $42.4K | 0.00% | +111+55.5% | Added |
| Creative Financial Designs Inc | 315 | $43.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 320 | $43.7K | 0.03% | −5−1.5% | Reduced |
| Massmutual Trust Co FSB | 337 | $46.0K | 0.00% | +41+13.9% | Added |
| Caitong International Asset Management Co., Ltd | 338 | $46.1K | 0.01% | −495−59.4% | Reduced |
| Leonteq Securities AG | 372 | $50.8K | 0.00% | −29−7.2% | Reduced |
| Smartleaf Asset Management LLC | 392 | $51.1K | 0.00% | +84+27.3% | Added |
| Deseret Mutual Benefit Administrators | 379 | $51.7K | 0.02% | +172+83.1% | Added |
| Rothschild Investment LLC | 391 | $53.4K | 0.00% | +26+7.1% | Added |
| Operose Advisors LLC | 398 | $54.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 415 | $56.6K | 0.02% | −25−5.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 405 | $56.7K | 0.00% | +405 | New |
| Morse Asset Management, Inc | 422 | $57.6K | 0.01% | +2+0.5% | Added |
| Wellington-Altus USA Inc. | 358 | $59.0K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 441 | $60.2K | 0.00% | +52+13.4% | Added |
| Fulcrum Asset Management LLP | 487 | $63.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 487 | $66.5K | 0.07% | +163+50.3% | Added |
| Global Assets Advisory, LLC | 491 | $67.0K | 0.02% | +491 | New |
| CDKV Holdings LLC | 500 | $68.2K | 0.06% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 532 | $72.6K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 546 | $74.6K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 600 | $81.9K | 0.00% | −2,500−80.6% | Reduced |
| J.Safra Asset Management Corp | 640 | $87.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 650 | $88.7K | 0.03% | −755−53.7% | Reduced |
| Salem Investment Counselors Inc | 650 | $88.7K | 0.00% | +650 | New |
| Spire Wealth Management | 668 | $91.2K | 0.00% | +266+66.2% | Added |
| Vanguard National Trust Co | 680 | $92.8K | 0.01% | +680 | New |
| Aster Capital Management (DIFC) Ltd | 902 | $95.2K | 0.03% | +902 | New |
| Beacon Investment Advisory Services, Inc. | 700 | $95.5K | 0.00% | +700 | New |
| Curat Global, LLC | 800 | $109.2K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 875 | $119.4K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $122.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 958 | $130.7K | 0.00% | +2+0.2% | Added |
| Larson Financial Group LLC | 1,065 | $145.3K | 0.00% | +232+27.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,066 | $145.5K | 0.00% | +1,066 | New |
| TopTier Wealth Management, LLC | 1,092 | $149.0K | 0.09% | +1,092 | New |
| Navigoe, LLC | 1,171 | $159.0K | 0.09% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,177 | $160.6K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,220 | $166.5K | 0.17% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,221 | $166.6K | 0.00% | −212−14.8% | Reduced |
| True Wealth Design, LLC | 1,258 | $171.7K | 0.05% | +34+2.8% | Added |
| PEAK6 LLC | 1,290 | $176.0K | 0.01% | −4,028−75.7% | Reduced |
| Umb Bank N A | 1,322 | $180.4K | 0.00% | +94+7.7% | Added |
| Signaturefd, LLC | 1,401 | $191.2K | 0.00% | +173+14.1% | Added |
| Bailard, Inc. | 1,466 | $200.1K | 0.00% | +1,466 | New |
| Poinciana Advisors Group, LLC | 1,470 | $200.6K | 0.16% | +1,470 | New |
| Toronto Dominion Bank | 1,491 | $203.5K | 0.00% | −224,509−99.3% | Reduced |
| Brown Miller Wealth Management, LLC | 1,500 | $204.7K | 0.06% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,514 | $206.6K | 0.07% | +1,514 | New |
| AlphaGrep UK Ltd | 1,543 | $210.6K | 0.06% | −2,394−60.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,543 | $210.6K | 0.01% | +1,543 | New |
| Diligent Investors, LLC | 1,555 | $212.2K | 0.05% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,585 | $216.3K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,586 | $216.4K | 0.03% | +1,586 | New |