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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 1,311 | $216.0K | 0.01% | +1,311 | New |
| Brookstone Capital Management | 1,310 | $215.8K | 0.00% | +1,310 | New |
| Angeles Wealth Management, LLC | 1,304 | $214.8K | 0.01% | +1,304 | New |
| Umb Bank N A | 1,290 | $212.5K | 0.00% | −32−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 1,275 | $210.1K | 0.01% | +1,275 | New |
| Resources Investment Advisors, LLC. | 1,267 | $208.7K | 0.00% | +1,267 | New |
| waypoint wealth counsel | 1,265 | $208.4K | 0.13% | −1,253−49.8% | Reduced |
| Militia Capital Management LLC | 1,260 | $207.6K | 0.04% | +1,260 | New |
| Principal Securities, Inc. | 1,258 | $207.2K | 0.00% | +1,258 | New |
| Patten & Patten Inc | 1,245 | $205.1K | 0.01% | +1,245 | New |
| Signaturefd, LLC | 1,244 | $204.9K | 0.00% | −157−11.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,241 | $204.5K | 0.01% | +1,241 | New |
| Beacon Financial Group | 1,236 | $203.6K | 0.02% | +1,236 | New |
| Checchi Capital Advisers, LLC | 1,231 | $202.8K | 0.01% | +1,231 | New |
| Gladstone Institutional Advisory LLC | 1,231 | $202.7K | 0.01% | +1,231 | New |
| Werba Rubin Papier Wealth Management | 1,225 | $201.8K | 0.02% | +1,225 | New |
| Western Pacific Wealth Management, LP | 1,220 | $201.0K | 0.18% | 00.0% | Unchanged |
| Navigoe, LLC | 1,178 | $194.0K | 0.10% | +7+0.6% | Added |
| Greykasell Wealth Strategies, Inc. | 1,172 | $193.0K | 0.07% | −5−0.4% | Reduced |
| Larson Financial Group LLC | 1,023 | $168.5K | 0.00% | −42−3.9% | Reduced |
| Bokf, NA | 927 | $152.7K | 0.00% | −31−3.2% | Reduced |
| Capula Management Ltd | 904 | $148.9K | 0.00% | +904 | New |
| Spirit of America Management Corp | 875 | $144.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 810 | $133.4K | 0.00% | +810 | New |
| Mirae Asset Global Investments Co., Ltd. | 799 | $131.6K | 0.00% | +799 | New |
| Global Retirement Partners, LLC | 751 | $123.7K | 0.00% | +751 | New |
| Union Bancaire Privee, UBP SA | 121,100 | $121.1K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 700 | $115.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 695 | $114.5K | 0.03% | +675+3,375.0% | Added |
| Vanguard National Trust Co | 680 | $112.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 670 | $111.0K | 0.00% | +410+157.7% | Added |
| Strategic Wealth Partners, Ltd. | 666 | $109.6K | 0.01% | −93,386−99.3% | Reduced |
| Salem Investment Counselors Inc | 650 | $107.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 643 | $105.9K | 0.00% | +252+64.5% | Added |
| J.Safra Asset Management Corp | 640 | $105.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 630 | $103.8K | 0.00% | −270−30.0% | Reduced |
| SBI Securities Co., Ltd. | 615 | $101.3K | 0.00% | −606−49.6% | Reduced |
| Bryn Mawr Trust Co | 600 | $98.8K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 547 | $90.1K | 0.03% | +1+0.2% | Added |
| Spire Wealth Management | 542 | $89.3K | 0.00% | −126−18.9% | Reduced |
| Aventura Private Wealth, LLC | 525 | $86.5K | 0.03% | +110+26.5% | Added |
| Curat Global, LLC | 1,663 | $82.9K | 0.07% | +863+107.9% | Added |
| CDKV Holdings LLC | 500 | $82.4K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 500 | $82.4K | 0.02% | +387+342.5% | Added |
| Fulcrum Asset Management LLP | 487 | $80.3K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 464 | $76.4K | 0.03% | +464 | New |
| 1620 Investment Advisors, Inc. | 454 | $74.8K | 0.05% | −78−14.7% | Reduced |
| Index Technologies Group LLC | 442 | $72.8K | 0.06% | +442 | New |
| Owl Creek Wealth Partners LLC | 441 | $72.7K | 0.02% | +170+62.7% | Added |
| Los Angeles Capital Management LLC | 438 | $72.2K | 0.00% | −4,290−90.7% | Reduced |
| Institute for Wealth Management, LLC. | 428 | $70.5K | 0.01% | +428 | New |
| Morse Asset Management, Inc | 422 | $69.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 405 | $66.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 398 | $65.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 392 | $64.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $62.4K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 365 | $60.1K | 0.01% | +305+508.3% | Added |
| LifeSteps Financial, Inc. | 356 | $58.7K | 0.03% | +356 | New |
| Covestor Ltd | 324 | $53.0K | 0.03% | +19+6.2% | Added |
| Action Point Financial Planning, LLC | 324 | $52.9K | 0.01% | +324 | New |
| Caitlin John, LLC | 320 | $52.7K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 315 | $51.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 310 | $51.1K | 0.00% | +310 | New |
| Compass Financial Management LLC | 307 | $50.6K | 0.01% | +307 | New |
| Parkside Financial Bank & Trust | 306 | $50.4K | 0.00% | +68+28.6% | Added |
| Massmutual Trust Co FSB | 305 | $50.2K | 0.00% | −32−9.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 301 | $49.6K | 0.00% | +300+30,000.0% | Added |
| Wellington-Altus USA Inc. | 358 | $48.9K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 280 | $46.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 250 | $41.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $41.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 249 | $41.0K | 0.00% | +202+429.8% | Added |
| NBC Securities, Inc. | 237 | $39.0K | 0.00% | −1−0.4% | Reduced |
| CVA Family Office, LLC | 227 | $37.4K | 0.00% | −67−22.8% | Reduced |
| Oakmont Advisory Group, LLC | 222 | $36.6K | 0.03% | +222 | New |
| Montag A & Associates Inc | 219 | $36.1K | 0.00% | −27,539−99.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 214 | $35.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 210 | $34.6K | 0.00% | +70+50.0% | Added |
| TD Private Client Wealth LLC | 209 | $34.4K | 0.00% | +196+1,507.7% | Added |
| Pinnacle Holdings, LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 196 | $32.3K | 0.04% | 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 |
| Hilton Head Capital Partners, LLC | 187 | $30.8K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 182 | $30.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 179 | $29.5K | 0.02% | +179 | New |
| Basecamp Wealth Advisors LLC | 172 | $28.3K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 172 | $28.3K | 0.00% | +172 | New |
| Marshall Investment Management, LLC | 168 | $27.6K | 0.01% | +13+8.4% | Added |
| Colonial Trust Advisors | 166 | $27.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 166 | $27.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 164 | $27.0K | 0.00% | +3+1.9% | Added |
| Geneos Wealth Management Inc. | 160 | $26.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 159 | $26.2K | 0.00% | +4+2.6% | Added |
| Valley National Advisers Inc | 150 | $24.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 136 | $22.4K | 0.00% | −1,624−92.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 127 | $20.9K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 130 | $20.5K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 120 | $19.8K | 0.01% | −1−0.8% | Reduced |
| UMA Financial Services, Inc. | 118 | $19.4K | 0.00% | −12−9.2% | Reduced |