TOL · Company research
Toll Brothers, Inc. (TOL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | 928052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1735 | 285842 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Patriot Financial Group Insurance Agency, LLC | 1694883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1499 | 246960 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66814 | 11007607 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GARDNER LEWIS ASSET MANAGEMENT L P | 941560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20953 | 3452007 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68907 | 11352428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| De Lisle Partners LLP | 2011184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95000 | 15657425 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BTG Pactual Asset Management US LLC | 1569579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1690 | 278428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52133 | 8588912 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIKER MANAGEMENT LLC | 1276525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 1054000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219 | 36081 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 56015 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 390000 | 64252500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 875 | 144156 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3095 | 509901 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6656 | 1096498 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOWER BRIDGE ADVISORS | 1278249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74881 | 12336645 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Planned Solutions, Inc. | 1831332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1444 | 237924 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1918 | 286731 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2512 | 413857 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Friedenthal Financial | 1598611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 17958 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2583 | 425472 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214005 | 35257324 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6156 | 1014201 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BLB&B Advisors, LLC | 1389059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33417 | 5505451 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 1647500 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| V-Square Quantitative Management LLC | 1943239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 310 | 51073 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79476 | 13093671 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 1387369 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90764 | 14953369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345549 | 56929199 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29200 | 4811 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18369 | 3026293 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108383 | 17856134 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2825 | 465419 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Financial Security Advisor, Inc. | 1997602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1859 | 306198 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4291127 | 706963173 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89274 | 14707892 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4174405 | 687733224 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2634 | 433952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 53 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4636 | 763781 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Key Financial Inc | 1801720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4927 | 811683 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 680 | 112030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28639 | 4718275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1154 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3562 | 586840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nilsine Partners, LLC | 1913043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2574 | 424067 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23477 | 3867836 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41015 | 6757221 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Martin Capital Advisors, LLP | 1904126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5275 | 869056 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4324 | 712379 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Morse Asset Management, Inc | 1705711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 422 | 69525 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Baron Wealth Management LLC | 1968507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3279 | 540146 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 659 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51735 | 8523340 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 398 | 65571 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 6261 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197275 | 32501056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73371 | 12082 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154877 | 25515986 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11148 | 1836633 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8680 | 1430112 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WBI INVESTMENTS, LLC | 1397424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1877 | 309247 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95394 | 15716109 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SWAN Capital LLC | 1952722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 14828 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Laurion Capital Management LP | 1390202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24318 | 4006390 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128217 | 21123748 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DELPHI MANAGEMENT INC /MA/ | 767684 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7915 | 1304 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3267 | 538293 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8760 | 1443210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2654 | 437204 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3179 | 523670 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21304 | 3509834 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1009102 | 166249554 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134900 | 22224775 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CASTLEARK MANAGEMENT LLC | 1106832 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16573 | 2730402 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5248 | 864608 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3560 | 586510 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RBF Capital, LLC | 1134621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80500 | 13262375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5985 | 986 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14370 | 2367458 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.