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 2026
Institutional positions in Toll Brothers, Inc. as of Jun 30, 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
- 808
- +33 vs. Q1 2026
- Shares held
- 86.6M
- +3.79M (+4.6%) vs. Q1 2026
- Total value
- $14.2B
- +$2.94B (+26.1%) vs. Q1 2026
- New holders
- 128
- 314 more added
- Sold out
- 95
- 215 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 87 | $14.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $14.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 91 | $15.0K | 0.00% | −5−5.2% | Reduced |
| Investors Research Corp | 93 | $15.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 104 | $17.1K | 0.00% | −268−72.0% | Reduced |
| Friedenthal Financial | 109 | $18.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 118 | $19.4K | 0.00% | −12−9.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 120 | $19.8K | 0.01% | −1−0.8% | Reduced |
| Kozak & Associates, Inc. | 130 | $20.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 127 | $20.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 136 | $22.4K | 0.00% | −1,624−92.3% | Reduced |
| Valley National Advisers Inc | 150 | $24.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 159 | $26.2K | 0.00% | +4+2.6% | Added |
| Geneos Wealth Management Inc. | 160 | $26.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $27.0K | 0.00% | +3+1.9% | Added |
| Colonial Trust Advisors | 166 | $27.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 166 | $27.3K | 0.01% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 168 | $27.6K | 0.01% | +13+8.4% | Added |
| Basecamp Wealth Advisors LLC | 172 | $28.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 172 | $28.3K | 0.00% | +172 | New |
| Silver Grove Financial Group, Inc. | 179 | $29.5K | 0.02% | +179 | New |
| GW&K Investment Management, LLC | 182 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 187 | $30.8K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 190 | $31.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 190 | $31.3K | 0.00% | +50+35.7% | Added |
| Wiser Advisor Group LLC | 196 | $32.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $34.4K | 0.00% | +196+1,507.7% | Added |
| Peregrine Capital Management LLC | 210 | $34.6K | 0.00% | +70+50.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 214 | $35.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $36.1K | 0.00% | −27,539−99.2% | Reduced |
| Oakmont Advisory Group, LLC | 222 | $36.6K | 0.03% | +222 | New |
| CVA Family Office, LLC | 227 | $37.4K | 0.00% | −67−22.8% | Reduced |
| NBC Securities, Inc. | 237 | $39.0K | 0.00% | −1−0.4% | Reduced |
| First Horizon Corp | 249 | $41.0K | 0.00% | +202+429.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $41.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 250 | $41.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 280 | $46.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 358 | $48.9K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 301 | $49.6K | 0.00% | +300+30,000.0% | Added |
| Massmutual Trust Co FSB | 305 | $50.2K | 0.00% | −32−9.5% | Reduced |
| Parkside Financial Bank & Trust | 306 | $50.4K | 0.00% | +68+28.6% | Added |
| Compass Financial Management LLC | 307 | $50.6K | 0.01% | +307 | New |
| V-Square Quantitative Management LLC | 310 | $51.1K | 0.00% | +310 | New |
| Creative Financial Designs Inc | 315 | $51.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 320 | $52.7K | 0.03% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 324 | $52.9K | 0.01% | +324 | New |
| Covestor Ltd | 324 | $53.0K | 0.03% | +19+6.2% | Added |
| LifeSteps Financial, Inc. | 356 | $58.7K | 0.03% | +356 | New |
| SJS Investment Consulting Inc. | 365 | $60.1K | 0.01% | +305+508.3% | Added |
| Deseret Mutual Benefit Administrators | 379 | $62.4K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 392 | $64.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 398 | $65.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 405 | $66.7K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 422 | $69.5K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 428 | $70.5K | 0.01% | +428 | New |
| Los Angeles Capital Management LLC | 438 | $72.2K | 0.00% | −4,290−90.7% | Reduced |
| Owl Creek Wealth Partners LLC | 441 | $72.7K | 0.02% | +170+62.7% | Added |
| Index Technologies Group LLC | 442 | $72.8K | 0.06% | +442 | New |
| 1620 Investment Advisors, Inc. | 454 | $74.8K | 0.05% | −78−14.7% | Reduced |
| Custom Index Systems, LLC | 464 | $76.4K | 0.03% | +464 | New |
| Fulcrum Asset Management LLP | 487 | $80.3K | 0.01% | 00.0% | Unchanged |
| CDKV Holdings LLC | 500 | $82.4K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 500 | $82.4K | 0.02% | +387+342.5% | Added |
| Curat Global, LLC | 1,663 | $82.9K | 0.07% | +863+107.9% | Added |
| Aventura Private Wealth, LLC | 525 | $86.5K | 0.03% | +110+26.5% | Added |
| Spire Wealth Management | 542 | $89.3K | 0.00% | −126−18.9% | Reduced |
| Global Trust Asset Management, LLC | 547 | $90.1K | 0.03% | +1+0.2% | Added |
| Bryn Mawr Trust Co | 600 | $98.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 615 | $101.3K | 0.00% | −606−49.6% | Reduced |
| Nomura Asset Management Co Ltd | 630 | $103.8K | 0.00% | −270−30.0% | Reduced |
| J.Safra Asset Management Corp | 640 | $105.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 643 | $105.9K | 0.00% | +252+64.5% | Added |
| Salem Investment Counselors Inc | 650 | $107.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 666 | $109.6K | 0.01% | −93,386−99.3% | Reduced |
| Smithfield Trust Co | 670 | $111.0K | 0.00% | +410+157.7% | Added |
| Vanguard National Trust Co | 680 | $112.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 695 | $114.5K | 0.03% | +675+3,375.0% | Added |
| Beacon Investment Advisory Services, Inc. | 700 | $115.3K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 121,100 | $121.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 751 | $123.7K | 0.00% | +751 | New |
| Mirae Asset Global Investments Co., Ltd. | 799 | $131.6K | 0.00% | +799 | New |
| Trust Co of Vermont | 810 | $133.4K | 0.00% | +810 | New |
| Spirit of America Management Corp | 875 | $144.2K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 904 | $148.9K | 0.00% | +904 | New |
| Bokf, NA | 927 | $152.7K | 0.00% | −31−3.2% | Reduced |
| Larson Financial Group LLC | 1,023 | $168.5K | 0.00% | −42−3.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,172 | $193.0K | 0.07% | −5−0.4% | Reduced |
| Navigoe, LLC | 1,178 | $194.0K | 0.10% | +7+0.6% | Added |
| Western Pacific Wealth Management, LP | 1,220 | $201.0K | 0.18% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,225 | $201.8K | 0.02% | +1,225 | New |
| Gladstone Institutional Advisory LLC | 1,231 | $202.7K | 0.01% | +1,231 | New |
| Checchi Capital Advisers, LLC | 1,231 | $202.8K | 0.01% | +1,231 | New |
| Beacon Financial Group | 1,236 | $203.6K | 0.02% | +1,236 | New |
| Dynamic Advisor Solutions LLC | 1,241 | $204.5K | 0.01% | +1,241 | New |
| Signaturefd, LLC | 1,244 | $204.9K | 0.00% | −157−11.2% | Reduced |
| Patten & Patten Inc | 1,245 | $205.1K | 0.01% | +1,245 | New |
| Principal Securities, Inc. | 1,258 | $207.2K | 0.00% | +1,258 | New |