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Toll Brothers (TOL) Institutional Ownership

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$100.02 -0.48 (-0.48%)
As of 02:48 PM Eastern

Institutional Ownership Changes (13F Filings) for Toll Brothers (NYSE:TOL)

Current
Institutional Ownership
Percentage
91.76%
Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$1.69B
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TOL Institutional Buying and Selling by Quarter

Toll Brothers Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025DekaBank Deutsche Girozentrale7,457$777K0.0%-13.2%0.007%
4/30/2025M&T Bank Corp18,152$1.92M0.0%-8.3%0.018%
4/30/2025Consolidated Capital Management LLC31,751$3.35M1.4%-15.4%0.032%
4/29/2025Envestnet Asset Management Inc.49,536$5.23M0.0%+57.9%0.050%
4/29/2025Penserra Capital Management LLC4,291$452K0.0%-9.5%0.004%
4/29/2025Atlantic Edge Private Wealth Management LLC250$26K0.0%-28.6%0.000%
4/29/2025Concurrent Investment Advisors LLC2,146$227K0.0%N/A0.002%
4/29/2025Bank of New York Mellon Corp1,048,089$110.67M0.0%-3.0%1.049%
4/29/2025Generali Investments CEE investicni spolecnost a.s.8,100$855K0.1%+9.5%0.008%
4/29/2025Deroy & Devereaux Private Investment Counsel Inc.149,915$15.83M0.9%N/A0.150%
4/29/2025Aviance Capital Partners LLC19,398$2.05M0.3%+23.4%0.019%
4/28/2025 D.A. Davidson & CO.5,726$605K0.0%-29.9%0.006%
4/28/2025 Principal Financial Group Inc.229,770$24.26M0.0%-0.7%0.230%
4/28/2025 Oregon Public Employees Retirement Fund20,275$2.14M0.0%-1.5%0.020%
4/28/2025 Teacher Retirement System of Texas32,260$3.41M0.0%-36.1%0.032%
4/28/2025 Private Trust Co. NA2,497$264K0.0%-5.3%0.002%
4/28/2025 Rossby Financial LCC2,769$277K0.1%N/A0.003%
4/28/2025 BLB&B Advisors LLC34,523$3.65M0.2%+73.9%0.035%
4/28/2025 Vontobel Holding Ltd.11,583$1.22M0.0%+60.5%0.012%
4/25/2025 Riverstone Advisors LLC101,524$10.72M6.4%+0.3%0.102%
4/25/2025 J.Safra Asset Management Corp1,706$180K0.0%+6.7%0.002%
4/25/2025 MorganRosel Wealth Management LLC8,171$863K0.3%-20.0%0.008%
4/25/2025 New York State Teachers Retirement System130,827$13.81M0.0%-8.7%0.131%
4/25/2025 Amalgamated Bank45,776$4.83M0.0%-4.3%0.046%
4/25/2025 KBC Group NV4,415$466K0.0%+4.2%0.004%
4/24/2025 Sunbelt Securities Inc.515$54K0.0%+415.0%0.001%
4/24/2025 Highland Capital Management LLC32,120$3.39M0.2%-0.9%0.032%
4/24/2025 Elevated Capital Advisors LLC5,087$537K0.2%-2.5%0.005%
4/24/2025 U S Global Investors Inc.4,350$459K0.1%N/A0.004%
4/23/2025 Beech Hill Advisors Inc.15,273$1.61M0.6%-1.1%0.015%
4/23/2025 Western Wealth Management LLC2,221$235K0.0%N/A0.002%
4/23/2025 Spire Wealth Management544$57K0.0%+57.2%0.001%
4/23/2025 Lecap Asset Management Ltd.8,839$933K0.2%-46.6%0.009%
4/23/2025 Strategic Investment Advisors MI5,229$552K0.1%+3.6%0.005%
4/23/2025 Moran Wealth Management LLC35,943$3.80M0.1%+3.7%0.036%
4/23/2025 Chapin Davis Inc.5,408$571K0.2%-3.9%0.005%
4/23/2025 Oppenheimer & Co. Inc.29,898$3.16M0.0%+16.5%0.030%
4/22/2025 Shariaportfolio Inc.19,703$2.08M1.1%+17.8%0.020%
4/22/2025 Brown Lisle Cummings Inc.7,600$802K0.2%+11.4%0.008%
4/22/2025 Whalen Wealth Management Inc.9,594$1.01M0.7%+413.0%0.010%
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4/22/2025 Flagship Harbor Advisors LLC2,686$284K0.0%-14.7%0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.11,411$1.21M0.0%+16.1%0.011%
4/22/2025 Paradiem LLC31,833$3.36M0.9%N/A0.032%
4/22/2025 Ellis Investment Partners LLC3,436$363K0.1%-8.9%0.003%
4/22/2025 Nilsine Partners LLC18,675$1.97M0.2%-3.3%0.019%
4/22/2025 Jamison Private Wealth Management Inc.4,483$473K0.1%+28.7%0.004%
4/21/2025 Retirement Systems of Alabama227,081$23.98M0.1%-3.0%0.227%
4/21/2025 ORG Wealth Partners LLC1,977$208K0.1%-9.0%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.2,990$316K0.0%-35.7%0.003%
4/21/2025 Institute for Wealth Management LLC.2,605$275K0.0%N/A0.003%
4/21/2025 State of Alaska Department of Revenue11,706$1.24M0.0%+1.6%0.012%
4/21/2025 Kingswood Wealth Advisors LLC5,948$628K0.0%+3.8%0.006%
4/18/2025 Global Trust Asset Management LLC727$77K0.0%-30.9%0.001%
4/18/2025 PKO Investment Management Joint Stock Co16,500$1.74M0.2%+94.1%0.017%
4/18/2025 Insigneo Advisory Services LLC2,258$238K0.0%+13.5%0.002%
4/17/2025 Montecito Bank & Trust1,905$201K0.0%-9.3%0.002%
4/17/2025 Janney Montgomery Scott LLC106,835$11.28M0.0%-24.3%0.107%
4/17/2025 Sound Income Strategies LLC245$26K0.0%+84.2%0.000%
4/17/2025 Ritholtz Wealth Management15,812$1.67M0.0%-3.6%0.016%
4/17/2025 Vaughan Nelson Investment Management L.P.92,545$9.77M0.1%-68.4%0.093%
4/16/2025 Hennessy Advisors Inc.70,800$7.48M0.2%-10.3%0.071%
4/16/2025 Byrne Asset Management LLC14,741$1.56M1.2%-4.3%0.015%
4/16/2025 Wealth Enhancement Advisory Services LLC304,756$32.18M0.1%-0.1%0.305%
4/16/2025 New England Research & Management Inc.23,010$2.43M1.2%+6.0%0.023%
4/16/2025 Salem Investment Counselors Inc.650$69K0.0%-39.5%0.001%
4/16/2025 Opinicus Capital Inc.15,996$1.69M1.5%+24.8%0.016%
4/16/2025 NorthCrest Asset Manangement LLC23,676$2.50M0.1%+0.7%0.024%
4/15/2025 Assenagon Asset Management S.A.21,974$2.32M0.0%+56.2%0.022%
4/15/2025 Handelsbanken Fonder AB136,000$14.36M0.1%+423.1%0.136%
4/15/2025 SG Americas Securities LLC51,624$5.45M0.0%-5.3%0.052%
4/14/2025 Yousif Capital Management LLC36,061$3.81M0.0%-2.8%0.036%
4/14/2025 Pallas Capital Advisors LLC4,749$501K0.0%+90.7%0.005%
4/14/2025 Farther Finance Advisors LLC1,395$147K0.0%+60.3%0.001%
4/14/2025 Wedge Capital Management L L P NC39,826$4.21M0.1%+44.5%0.040%
4/14/2025 UMB Bank n.a.950$100K0.0%+83.0%0.001%
4/11/2025 Gateway Investment Advisers LLC123,226$13.01M0.1%-1.5%0.123%
4/11/2025 Sovereign Financial Group Inc.2,770$292K0.1%+20.6%0.003%
4/11/2025 Curat Global LLC800$84K0.1%N/A0.001%
4/11/2025 Vest Financial LLC24,708$2.61M0.0%+26.4%0.025%
4/11/2025 Annex Advisory Services LLC47,137$4.98M0.1%+1.2%0.047%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.943$100K0.0%+239.2%0.001%
4/10/2025 Long Run Wealth Advisors LLC34,622$3.66M0.8%+25.2%0.035%
4/10/2025 Hennion & Walsh Asset Management Inc.13,840$1.46M0.1%+10.6%0.014%
4/10/2025 Bremer Bank National Association31,008$3.27M0.6%+7.1%0.031%
4/9/2025 Merit Financial Group LLC8,951$945K0.0%+49.6%0.009%
4/9/2025 Fiduciary Alliance LLC9,616$1.02M0.1%+8.4%0.010%
4/8/2025 Rhumbline Advisers266,166$28.10M0.0%-1.9%0.266%
4/8/2025 Delphi Management Inc. MA9,525$1.01M1.0%-2.9%0.010%
4/7/2025 GAMMA Investing LLC136,739$14.44M0.0%+11,219.5%0.137%
4/3/2025 First Hawaiian Bank4,524$478K0.0%+139.7%0.005%
You’re About to Lose Everything – Act Now or Regret It Forever (Ad)

What If America's Gold Reserves Are a Lie? For decades, the U.S. government has claimed to have thousands of tons of gold locked away in Fort Knox. But there hasn't been an independent audit in over 50 years—and now, both Elon Musk and former Congressman Ron Paul are demanding answers.

Request your FREE Wealth Protection Kit now to secure your future before the truth comes out.
4/2/2025 Greenhaven Associates Inc.5,562,582$587.35M9.3%+0.5%5.569%
3/18/2025California State Teachers Retirement System94,454$11.90M0.0%-3.5%0.095%
3/18/2025111 Capital6,843$862K0.2%N/A0.007%
3/17/2025 Wealth Enhancement Advisory Services LLC304,952$38.41M0.1%+0.4%0.307%
3/13/2025 PKO Investment Management Joint Stock Co8,500$1.07M0.1%N/A0.009%
3/12/2025Centaurus Financial Inc.2,040$257K0.0%-12.4%0.002%
3/10/2025Old North State Trust LLC5,186$653K0.4%+150.7%0.005%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH49,933$6.29M0.0%N/A0.050%
2/27/2025Jefferies Financial Group Inc.7,790$981K0.0%+59.4%0.008%
2/25/2025Polar Asset Management Partners Inc.11,300$1.42M0.0%-21.5%0.011%
(Data available from 1/1/2016 forward)

TOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TOL shares?

During the previous two years, 736 institutional investors and hedge funds held shares of Toll Brothers. The most heavily invested institutionals were Vanguard Group Inc. ($1.30B), Greenhaven Associates Inc. ($587.35M), State Street Corp ($565.80M), Capital World Investors ($409.17M), Capital International Investors ($359.38M), FMR LLC ($318.51M), and Geode Capital Management LLC ($276.26M).Learn more on TOL's institutional investors.

What percentage of Toll Brothers stock is owned by institutional investors?

91.76% of Toll Brothers stock is owned by institutional investors. Learn more on TOL's institutional investor holdings.

Which institutional investors have been buying Toll Brothers stock?

Of the 630 institutional investors that purchased Toll Brothers stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($79.54M), Norges Bank ($2.45M), Arete Wealth Advisors LLC ($2.29M), Pacer Advisors Inc. ($1.73M), FMR LLC ($1.72M), Balyasny Asset Management L.P. ($1.67M), and Acadian Asset Management LLC ($1.48M).

How much institutional buying is happening at Toll Brothers?

Institutional investors have bought a total of 116,518,916 shares in the last 24 months. This purchase volume represents approximately $10.05B in transactions.

Which Toll Brothers major shareholders have been selling company stock?

Of the 395 institutional investors that sold Toll Brothers stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($1.95M), Capital International Investors ($1.77M), Bank of New York Mellon Corp ($1.45M), Los Angeles Capital Management LLC ($888.08K), Dimensional Fund Advisors LP ($808.23K), Point72 Asset Management L.P. ($796.07K), and Vanguard Group Inc. ($682.44K).

How much institutional selling is happening at Toll Brothers?

Institutional investors have sold a total of 23,022,190 shares in the last 24 months. This volume of shares sold represents approximately $2.51B in transactions.



This page (NYSE:TOL) was last updated on 4/30/2025 by MarketBeat.com Staff
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