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Toll Brothers (TOL) Institutional Ownership

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$135.40 +1.09 (+0.81%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
91.76%
Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$1.27B
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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
1/17/2025 Lifestyle Asset Management Inc.8,694$1.10M0.6%-1.0%0.009%
1/17/2025 Whalen Wealth Management Inc.1,870$236K0.2%N/A0.002%
1/17/2025 Avior Wealth Management LLC2,639$332K0.0%-22.3%0.003%
1/17/2025 MinichMacGregor Wealth Management LLC47,875$6.03M1.3%-9.8%0.048%
1/17/2025 Janney Montgomery Scott LLC141,182$17.78M0.0%+2.6%0.141%
1/17/2025 SG Americas Securities LLC54,495$6.86M0.0%-6.9%0.054%
1/17/2025 Eads & Heald Wealth Management2,034$256K0.1%N/A0.002%
1/17/2025 Nisa Investment Advisors LLC30,302$3.82M0.0%-23.6%0.030%
1/17/2025 Greenhaven Associates Inc.5,536,503$697.32M10.3%-0.1%5.534%
1/17/2025 Atomi Financial Group Inc.2,660$335K0.0%-9.3%0.003%
1/17/2025 Clear Harbor Asset Management LLC12,826$1.62M0.1%-2.6%0.013%
1/16/2025 Bremer Bank National Association28,962$3.65M0.7%-1.7%0.029%
1/16/2025 UMB Bank n.a.519$65K0.0%+91.5%0.001%
1/16/2025 Consolidated Capital Management LLC37,531$4.73M2.1%-2.1%0.038%
1/16/2025 Annex Advisory Services LLC46,564$5.87M0.2%-0.4%0.047%
1/15/2025 Aaron Wealth Advisors LLC1,781$224K0.0%-11.8%0.002%
1/15/2025 HB Wealth Management LLC1,926$243K0.0%N/A0.002%
1/15/2025 Sib LLC65,397$8.24M4.3%-3.8%0.065%
1/15/2025 Merit Financial Group LLC5,982$753K0.0%N/A0.006%
1/15/2025 Wedge Capital Management L L P NC27,555$3.47M0.1%-92.3%0.028%
1/15/2025 Hennessy Advisors Inc.78,900$9.94M0.3%+6.8%0.079%
1/15/2025 Ritholtz Wealth Management16,401$2.07M0.1%-2.0%0.016%
1/15/2025 Gateway Investment Advisers LLC125,132$15.76M0.2%-11.2%0.125%
1/15/2025 Beech Hill Advisors Inc.15,438$1.94M0.7%N/A0.015%
1/15/2025 Hennion & Walsh Asset Management Inc.12,512$1.58M0.1%-17.3%0.013%
1/14/2025 Burney Co.339,856$42.81M1.5%+6.0%0.340%
1/14/2025 Park Avenue Securities LLC2,147$270K0.0%+7.3%0.002%
1/14/2025 Assenagon Asset Management S.A.14,066$1.77M0.0%-6.1%0.014%
1/14/2025 Sovereign Financial Group Inc.2,296$289K0.1%+16.5%0.002%
1/13/2025 Pallas Capital Advisors LLC2,490$314K0.0%-11.9%0.002%
1/13/2025 Elevated Capital Advisors LLC5,218$657K0.2%-6.7%0.005%
1/13/2025 Cooper Financial Group2,287$288K0.0%+6.9%0.002%
1/13/2025 Brookstone Capital Management1,938$244K0.0%-19.1%0.002%
1/13/2025 Fiduciary Alliance LLC8,868$1.12M0.1%N/A0.009%
1/10/2025 ORG Wealth Partners LLC2,172$274K0.1%+10.2%0.002%
1/10/2025 Hilltop National Bank7,439$937K0.3%+3.2%0.007%
1/10/2025 ORG Partners LLC200$25K0.0%N/A0.000%
1/8/2025 First Hawaiian Bank1,887$238K0.0%-40.0%0.002%
1/7/2025 Diversified Trust Co7,185$905K0.0%-59.9%0.007%
1/3/2025 Everence Capital Management Inc.2,290$288K0.0%N/A0.002%
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1/3/2025 GAMMA Investing LLC1,208$152K0.0%-11.7%0.001%
1/3/2025 Versant Capital Management Inc700$88K0.0%+15.1%0.001%
12/19/2024Principal Financial Group Inc.237,678$36.72M0.0%-31.5%0.238%
12/6/2024Retirement Systems of Alabama236,056$36.47M0.1%-1.6%0.236%
11/29/2024Old North State Trust LLC2,069$320K0.3%+7.4%0.002%
11/27/2024Franklin Resources Inc.180,023$27.66M0.0%+5.4%0.180%
11/26/2024Peapack Gladstone Financial Corp1,700$263K0.0%N/A0.002%
11/25/2024Tidal Investments LLC1,672$258K0.0%N/A0.002%
11/25/2024Wilmington Savings Fund Society FSB12,559$1.94M0.0%+39.7%0.013%
11/25/2024World Investment Advisors LLC80,953$12.51M0.3%N/A0.081%
11/25/2024Sanctuary Advisors LLC39,979$6.30M0.0%-6.6%0.040%
11/25/2024Pine Valley Investments Ltd Liability Co9,440$1.46M0.1%-5.0%0.009%
11/20/2024Virtu Financial LLC8,477$1.31M0.1%+175.5%0.008%
11/19/2024Invst LLC1,697$262K0.0%N/A0.002%
11/19/2024TCW Group Inc.77,974$12.05M0.1%+3.1%0.077%
11/18/2024 Fortem Financial Group LLC1,600$247K0.1%-13.5%0.002%
11/18/2024Teachers Retirement System of The State of Kentucky33,727$5.21M0.0%-2.6%0.033%
11/18/2024Toronto Dominion Bank3,197$494K0.0%+59.9%0.003%
11/18/2024Coldstream Capital Management Inc.24,965$3.84M0.1%+32.4%0.025%
11/16/2024Geode Capital Management LLC2,157,908$333.44M0.0%+4.1%2.137%
11/15/2024Vestcor Inc820$127K0.0%-89.9%0.001%
11/15/2024M&T Bank Corp20,372$3.15M0.0%-1.2%0.020%
11/15/2024Barclays PLC233,681$36.10M0.0%+3.9%0.234%
11/15/2024Public Employees Retirement System of Ohio44,040$6.80M0.0%-12.7%0.044%
11/15/2024MML Investors Services LLC23,005$3.55M0.0%+22.4%0.023%
11/15/2024Kensington Investment Counsel LLC1,340$207K0.1%N/A0.001%
11/15/2024Orion Portfolio Solutions LLC2,889$446K0.0%+30.4%0.003%
11/15/2024XTX Topco Ltd19,791$3.06M0.2%-2.8%0.020%
11/15/2024Zacks Investment Management46,403$7.17M0.1%-4.4%0.046%
11/15/2024Zimmer Partners LP35,000$5.41M0.1%N/A0.035%
11/15/2024National Bank of Canada FI43,998$6.80M0.0%+6.7%0.044%
11/15/2024Castleark Management LLC152,950$23.63M1.0%N/A0.151%
11/15/2024EP Wealth Advisors LLC1,324$204K0.0%N/A0.001%
11/15/2024Kovitz Investment Group Partners LLC8,235$1.23M0.0%+10.6%0.008%
11/15/2024Wellington Management Group LLP2,120$328K0.0%-93.0%0.002%
11/15/2024Weiss Asset Management LP36,678$5.67M0.1%N/A0.036%
11/15/2024Two Sigma Advisers LP67,800$10.47M0.0%-39.8%0.067%
11/15/2024State Street Corp3,662,387$565.80M0.0%+1.2%3.627%
11/15/2024Stifel Financial Corp13,623$2.11M0.0%-2.6%0.013%
11/15/2024Quadrature Capital Ltd5,167$798K0.0%N/A0.005%
11/15/2024Quantinno Capital Management LP60,681$9.38M0.1%+15.4%0.060%
11/15/2024Redwood Investment Management LLC12,856$2.00M0.2%+4.0%0.013%
11/15/2024Point72 DIFC Ltd41,155$6.36M0.2%+2,699.7%0.041%
11/15/2024Point72 Asset Management L.P.167,582$25.89M0.1%-82.6%0.166%
11/15/2024Polar Asset Management Partners Inc.14,400$2.23M0.0%-33.0%0.014%
11/15/2024Morse Asset Management Inc400$62K0.0%N/A0.000%
11/15/2024Jacobs Levy Equity Management Inc.165,311$25.54M0.1%+0.4%0.164%
11/15/2024Janus Henderson Group PLC302,647$46.75M0.0%-15.1%0.300%
11/15/2024HighTower Advisors LLC48,380$7.47M0.0%+49.0%0.048%
11/15/2024Centiva Capital LP15,243$2.36M0.0%-43.7%0.015%
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11/15/2024Bamco Inc. NY897,503$138.66M0.4%-16.7%0.889%
11/15/2024Basswood Capital Management L.L.C.270,234$41.75M2.2%+10.4%0.268%
11/15/2024Paloma Partners Management Co5,758$890K0.0%N/A0.006%
11/15/2024Point72 Asia Singapore Pte. Ltd.9,165$1.42M0.3%+76.4%0.009%
11/14/2024Caisse DE Depot ET Placement DU Quebec141,904$21.92M0.0%+0.1%0.141%
11/14/2024PDT Partners LLC2,992$462K0.0%-79.8%0.003%
11/14/2024Verition Fund Management LLC121,357$18.75M0.1%+135.0%0.120%
11/14/2024Captrust Financial Advisors3,252$502K0.0%-3.4%0.003%
11/14/2024Capstone Investment Advisors LLC1,427$220K0.0%-51.0%0.001%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC253,346$39.14M0.0%-29.6%0.251%
(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, 638 institutional investors and hedge funds held shares of Toll Brothers. The most heavily invested institutionals were Vanguard Group Inc. ($1.39B), Greenhaven Associates Inc. ($697.32M), State Street Corp ($565.80M), Capital World Investors ($420.05M), Capital International Investors ($359.38M), Geode Capital Management LLC ($333.44M), and FMR LLC ($327.28M).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 542 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), Pacer Advisors Inc. ($1.75M), Acadian Asset Management LLC ($1.48M), FMR LLC ($1.31M), Norges Bank ($1.25M), and AQR Capital Management LLC ($942.45K).

How much institutional buying is happening at Toll Brothers?

Institutional investors have bought a total of 109,934,803 shares in the last 24 months. This purchase volume represents approximately $8.94B in transactions.

Which Toll Brothers major shareholders have been selling company stock?

Of the 339 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 ($1.83M), Capital International Investors ($1.77M), Los Angeles Capital Management LLC ($1.59M), Bank of New York Mellon Corp ($1.22M), Point72 Asset Management L.P. ($796.07K), Dimensional Fund Advisors LP ($589.91K), and Envestnet Asset Management Inc. ($567.68K).

How much institutional selling is happening at Toll Brothers?

Institutional investors have sold a total of 19,649,169 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.



This page (NYSE:TOL) was last updated on 1/20/2025 by MarketBeat.com Staff
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