Toll Brothers (TOL) Institutional Ownership

$139.40

+6.75 (+5.09%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 91.76%
Number of Institutional Buyers (last 12 months): 346
Total Institutional Inflows (last 12 months): $1.10B

Number of Institutional Sellers (last 12 months): 229
Total Institutional Outflows (last 12 months): $947.45M

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TOL Institutional Buying and Selling by Quarter

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Toll Brothers Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Trajan Wealth LLC	2,105	$242K	0.0%	-9.1%	0.002%
7/26/2024	BLB&B Advisors LLC	10,721	$1.24M	0.1%	+3.3%	0.010%
7/26/2024	Harbour Investments Inc.	2,539	$292K	0.0%	+11.9%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	9,087	$1.05M	0.0%	-2.8%	0.009%
7/26/2024	Atomi Financial Group Inc.	2,726	$314K	0.0%	+19.5%	0.003%
7/26/2024	GAM Holding AG	35,220	$4.06M	0.3%	N/A	0.034%
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7/26/2024	Allspring Global Investments Holdings LLC	333	$38K	0.0%	+202.7%	0.000%
7/26/2024	State of Michigan Retirement System	25,126	$2.89M	0.0%	-2.0%	0.024%
7/26/2024	SlateStone Wealth LLC	18,900	$2.18M	0.2%	N/A	0.018%
7/26/2024	Bank of New York Mellon Corp	1,483,347	$170.85M	0.0%	-0.2%	1.445%
7/25/2024	Highland Capital Management LLC	34,890	$4.02M	0.2%	-7.5%	0.034%
7/25/2024	Spirit of America Management Corp NY	1,175	$135K	0.0%	N/A	0.001%
7/25/2024	Capital Insight Partners LLC	14,351	$1.65M	0.3%	+2.5%	0.014%
7/24/2024	Tower Bridge Advisors	86,077	$9.91M	0.9%	-5.4%	0.084%
7/24/2024	Retirement Systems of Alabama	239,932	$27.64M	0.1%	-15.1%	0.234%
7/24/2024	Lebenthal Global Advisors LLC	3,467	$399K	0.1%	+18.4%	0.003%
7/24/2024	New York State Teachers Retirement System	149,813	$17.26M	0.0%	-2.3%	0.146%
7/24/2024	Louisiana State Employees Retirement System	29,500	$3.40M	0.1%	-1.7%	0.029%
7/23/2024	GYL Financial Synergies LLC	11,607	$1.34M	0.1%	N/A	0.011%
7/23/2024	Hennessy Advisors Inc.	65,600	$7.56M	0.3%	N/A	0.064%
7/23/2024	1620 Investment Advisors Inc.	516	$59K	0.0%	N/A	0.001%
7/23/2024	Keeler Thomas Management LLC	27,239	$3.14M	1.1%	-0.9%	0.027%
7/23/2024	Byrne Asset Management LLC	16,634	$1.92M	1.4%	-5.9%	0.016%
7/23/2024	Lecap Asset Management Ltd.	12,229	$1.41M	0.3%	N/A	0.012%
7/23/2024	Fifth Third Wealth Advisors LLC	3,711	$427K	0.0%	N/A	0.004%
7/22/2024	Fifth Third Bancorp	814	$94K	0.0%	+11.2%	0.001%
7/22/2024	Summit Global Investments	12,414	$1.43M	0.1%	+16.5%	0.012%
7/22/2024	Hobbs Group Advisors LLC	380	$44K	0.0%	N/A	0.000%
7/22/2024	Pallas Capital Advisors LLC	2,361	$272K	0.0%	N/A	0.002%
7/22/2024	Riverstone Advisors LLC	104,439	$12.03M	7.4%	-0.2%	0.102%
7/20/2024	First Citizens Bank & Trust Co.	2,268	$261K	0.0%	N/A	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	111,139	$12.80M	0.0%	+16.1%	0.108%
7/20/2024	Nisa Investment Advisors LLC	43,981	$5.07M	0.0%	+73.8%	0.043%
7/20/2024	Hennion & Walsh Asset Management Inc.	18,451	$2.13M	0.1%	-32.0%	0.018%
7/19/2024	Long Run Wealth Advisors LLC	27,898	$3.21M	0.8%	N/A	0.027%
7/19/2024	Lifestyle Asset Management Inc.	9,490	$1.09M	0.6%	-12.2%	0.009%
7/19/2024	Raymond James & Associates	227,276	$26.18M	0.0%	+7.7%	0.221%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	4,350	$501K	0.0%	-78.5%	0.004%
7/19/2024	TCW Group Inc.	75,646	$8.71M	0.1%	+27.9%	0.074%
7/18/2024	Brookstone Capital Management	2,001	$230K	0.0%	+15.4%	0.002%
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7/18/2024	Old Port Advisors	1,785	$206K	0.1%	+7.8%	0.002%
7/18/2024	Assenagon Asset Management S.A.	16,127	$1.86M	0.0%	-8.7%	0.016%
7/17/2024	Clear Harbor Asset Management LLC	13,345	$1.54M	0.1%	-3.1%	0.013%
7/17/2024	J.Safra Asset Management Corp	509	$59K	0.0%	+21.5%	0.000%
7/17/2024	Wedge Capital Management L L P NC	364,718	$42.01M	0.7%	-3.2%	0.355%
7/17/2024	180 Wealth Advisors LLC	1,941	$236K	0.0%	N/A	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,381	$274K	0.0%	N/A	0.002%
7/16/2024	ORG Partners LLC	1,967	$221K	0.0%	+592.6%	0.002%
7/16/2024	Consolidated Capital Management LLC	39,231	$4.52M	2.2%	-17.0%	0.038%
7/16/2024	Wealth Enhancement Advisory Services LLC	305,546	$35.19M	0.1%	-0.9%	0.298%
7/16/2024	Diversified Trust Co	5,926	$683K	0.0%	+1.7%	0.006%
7/16/2024	Voisard Asset Management Group Inc.	300	$35K	0.0%	-54.2%	0.000%
7/16/2024	Sequoia Financial Advisors LLC	1,873	$216K	0.0%	N/A	0.002%
7/15/2024	MorganRosel Wealth Management LLC	10,321	$1.19M	0.4%	-5.3%	0.010%
7/15/2024	Securian Asset Management Inc.	8,308	$957K	0.0%	-3.1%	0.008%
7/15/2024	Greenhaven Associates Inc.	5,565,787	$641.07M	8.4%	+1.0%	5.422%
7/12/2024	Gateway Investment Advisers LLC	140,869	$16.23M	0.2%	+2.1%	0.137%
7/12/2024	SG Americas Securities LLC	21,199	$2.44M	0.0%	+549.5%	0.021%
7/12/2024	QRG Capital Management Inc.	21,547	$2.48M	0.0%	+10.1%	0.021%
7/12/2024	Annex Advisory Services LLC	24,436	$2.82M	0.1%	N/A	0.024%
7/11/2024	Global Trust Asset Management LLC	1,042	$120K	0.0%	-14.4%	0.001%
7/10/2024	CWM LLC	6,270	$722K	0.0%	-14.6%	0.006%
7/10/2024	Hilltop National Bank	6,482	$747K	0.2%	+20.5%	0.006%
7/9/2024	Kingswood Wealth Advisors LLC	4,852	$559K	0.1%	+80.1%	0.005%
7/8/2024	Versant Capital Management Inc	656	$76K	0.0%	+3,758.8%	0.001%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	250	$29K	0.0%	N/A	0.000%
7/2/2024	Massmutual Trust Co. FSB ADV	266	$31K	0.0%	+114.5%	0.000%
7/2/2024	First Hawaiian Bank	3,144	$362K	0.0%	N/A	0.003%
7/2/2024	GAMMA Investing LLC	1,074	$124K	0.0%	+23.0%	0.001%
6/26/2024	Old Port Advisors	1,656	$214K	0.1%	N/A	0.002%
6/4/2024	DekaBank Deutsche Girozentrale	7,457	$946K	0.0%	-8.0%	0.007%
5/24/2024	Cetera Advisors LLC	5,668	$733K	0.0%	N/A	0.005%
5/24/2024	Cetera Investment Advisers	22,664	$2.93M	0.0%	+957.1%	0.022%
5/24/2024	Invst LLC	1,735	$222K	0.0%	-86.3%	0.002%
5/22/2024	Burney Co.	346,454	$44.82M	1.7%	+8.8%	0.333%
5/22/2024	Beck Bode LLC	6,645	$860K	0.2%	N/A	0.006%
5/21/2024	Delphi Management Inc. MA	14,529	$1.88M	1.5%	-1.2%	0.014%
5/20/2024	Virtu Financial LLC	1,613	$209K	0.0%	-91.5%	0.002%
5/20/2024	EMC Capital Management	7,505	$971K	0.6%	+11.8%	0.007%
5/17/2024	Zimmer Partners LP	90,000	$11.64M	0.2%	N/A	0.086%
5/17/2024	Comerica Bank	72,769	$9.41M	0.0%	-5.6%	0.070%
5/17/2024	Tidal Investments LLC	12,732	$1.65M	0.0%	N/A	0.012%
5/16/2024	Redwood Investment Management LLC	11,966	$1.55M	0.1%	-14.5%	0.011%
5/16/2024	California State Teachers Retirement System	104,996	$13.58M	0.0%	-8.2%	0.101%
5/16/2024	Interval Partners LP	147,623	$19.10M	0.5%	+842.9%	0.142%
5/16/2024	Janus Henderson Group PLC	427,287	$55.28M	0.0%	-5.7%	0.410%
5/16/2024	Bayesian Capital Management LP	6,629	$858K	0.1%	N/A	0.006%
5/16/2024	Caxton Associates LP	20,060	$2.60M	0.1%	+16.9%	0.019%
5/16/2024	Paloma Partners Management Co	3,816	$494K	0.0%	N/A	0.004%
5/15/2024	Public Employees Retirement System of Ohio	53,114	$6.87M	0.0%	-10.5%	0.051%
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5/15/2024	Public Employees Retirement Association of Colorado	11,280	$1.46M	0.0%	-6.6%	0.011%
5/15/2024	Bamco Inc. NY	1,793,790	$232.06M	0.6%	-0.4%	1.722%
5/15/2024	Price T Rowe Associates Inc. MD	56,571	$7.32M	0.0%	+14.1%	0.054%
5/15/2024	Lazard Asset Management LLC	194,111	$25.11M	0.0%	+38.7%	0.186%
5/15/2024	1832 Asset Management L.P.	306	$40K	0.0%	-29.0%	0.000%
5/15/2024	Gabelli Funds LLC	23,000	$2.98M	0.0%	-37.0%	0.022%
5/15/2024	Gamco Investors INC. ET AL	18,500	$2.39M	0.0%	+12.1%	0.018%
5/14/2024	JT Stratford LLC	14,937	$1.93M	0.4%	-4.5%	0.014%
5/14/2024	Capital World Investors	3,246,923	$420.05M	0.1%	+0.0%	3.117%
5/14/2024	Stamos Capital Partners L.P.	3,850	$498K	0.1%	-20.0%	0.004%

(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, 557 institutional investors and hedge funds held shares of Toll Brothers. The most heavily invested institutionals were Vanguard Group Inc. ($1.39B), Greenhaven Associates Inc. ($641.07M), BlackRock Inc. ($443.24M), Capital World Investors ($420.05M), Dimensional Fund Advisors LP ($372.20M), Capital International Investors ($359.38M), and Massachusetts Financial Services Co. MA ($324.49M).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 480 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 ($79.53M), Arete Wealth Advisors LLC ($2.96M), Acadian Asset Management LLC ($1.48M), AQR Capital Management LLC ($1.37M), Norges Bank ($1.25M), Pacer Advisors Inc. ($1.21M), and Ceredex Value Advisors LLC ($1.10M).

How much institutional buying is happening at Toll Brothers?: Institutional investors have bought a total of 109,851,238 shares in the last 24 months. This purchase volume represents approximately $8.35B in transactions.
Which Toll Brothers major shareholders have been selling company stock?: Of the 298 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: Capital International Investors ($1.77M), Los Angeles Capital Management LLC ($1.42M), FMR LLC ($1.23M), Bank of New York Mellon Corp ($1.22M), Prudential Financial Inc. ($846.75K), Massachusetts Financial Services Co. MA ($819.54K), and Envestnet Asset Management Inc. ($567.68K).
How much institutional selling is happening at Toll Brothers?: Institutional investors have sold a total of 20,140,087 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.