Toll Brothers Ownership 2024 | Who Owns Toll Brothers Now?
Institutional Ownership
24.19%
Insider Ownership
1.10%
Retail Ownership
74.70%
Institutional Holders
330.00
Toll Brothers Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 12.12% | 0.03% | 12,701,625 | 294,499 | 2.37% | 1,462,973,125 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.19% | 0.02% | 10,679,069 | -43,898 | -0.41% | 1,230,015,167 | Jun 30, 2024 |
| GREENHAVEN ASSOCIATES INC | 5.31% | 8.42% | 5,565,787 | 52,893 | 0.96% | 641,067,347 | Jun 30, 2024 |
| STATE STREET CORP | 3.45% | 0.02% | 3,619,516 | -202,509 | -5.30% | 416,895,853,000 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 3.10% | 0.06% | 3,247,056 | 133 | 0.00% | 373,995,910 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.58% | 0.08% | 2,699,425 | -462,732 | -14.63% | 310,925,624 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.04% | 0.08% | 2,136,242 | -933,056 | -30.40% | 246,052,354 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 2.00% | 0.55% | 2,095,673 | 541,140 | 34.81% | 241,379,616 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.02% | 2,073,256 | 113,848 | 5.81% | 238,850,870 | Jun 30, 2024 |
| INVESCO LTD. | 1.87% | 0.05% | 1,955,276 | 3,835 | 0.20% | 225,208,690 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.67% | 0.02% | 1,755,203 | -74,902 | -4.09% | 202,164,294 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.42% | 0.03% | 1,483,347 | -2,769 | -0.19% | 170,851,981 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.32% | 0.35% | 1,379,009 | -70,430 | -4.86% | 158,834,000 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 1.21% | 0.22% | 1,271,600 | 41,483 | 3.37% | 146,462,888 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.19% | 0.02% | 1,248,546 | 229,917 | 22.57% | 143,807,493 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.16% | 0.21% | 1,210,323 | -267,592 | -18.11% | 139,404,983 | Jun 30, 2024 |
| NORGES BANK | 1.14% | 0.02% | 1,190,388 | 1,190,388 | 100.00% | 137,108,890 | Jun 30, 2024 |
| BAMCO INC /NY/ | 1.03% | 0.36% | 1,077,864 | -715,926 | -39.91% | 124,148,376 | Jun 30, 2024 |
| FMR LLC | 1.02% | 0.01% | 1,071,701 | -26,666 | -2.43% | 123,438,556 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.96% | 0.01% | 1,010,483 | -47,605 | -4.50% | 116,387,413 | Jun 30, 2024 |
Toll Brothers's largest institutional shareholder is BLACKROCK INC., holding 12.12% of the company's total share outstanding, currently valued at $1.46B. The top 10 institutional shareholders own together 44.63% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREENHAVEN ASSOCIATES INC | 5.31% | 8.42% | 5,565,787 | 52,893 | 0.96% | 641,067,347 | Jun 30, 2024 |
| RIVERSTONE ADVISORS, LLC | 0.10% | 7.39% | 104,439 | -175 | -0.17% | 12,029,230 | Jun 30, 2024 |
| JACKSON HILL ADVISORS, LLC | 0.08% | 5.62% | 89,000 | 7,250 | 8.87% | 10,251,020 | Jun 30, 2024 |
| 140 SUMMER PARTNERS LP | 0.30% | 4.33% | 312,244 | -25,000 | -7.41% | 35,964,264 | Jun 30, 2024 |
| SIB LLC | 0.06% | 4.17% | 67,949 | -1,400 | -2.02% | 7,826,366 | Jun 30, 2024 |
| VISION CAPITAL CORP | 0.16% | 3.17% | 169,617 | 169,617 | 100.00% | 19,536,486 | Jun 30, 2024 |
| MARSICO CAPITAL MANAGEMENT LLC | 0.72% | 2.60% | 755,190 | 148,562 | 24.49% | 86,982,784 | Jun 30, 2024 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 0.04% | 2.16% | 39,231 | -8,012 | -16.96% | 4,518,627 | Jun 30, 2024 |
| GRS ADVISORS, LLC | 0.14% | 1.97% | 148,120 | 148,120 | 100.00% | 17,060,460 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.16% | 1.96% | 163,118 | - | - | 18,787,931 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.23% | 1.83% | 244,769 | 75,717 | 44.79% | 28,192,493 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.05% | 1.62% | 51,389 | 9,770 | 23.47% | 5,918,985 | Jun 30, 2024 |
| MASTERTON CAPITAL MANAGEMENT, LP | 0.02% | 1.59% | 19,282 | 19,282 | 100.00% | 2,220,901 | Jun 30, 2024 |
| TRAIL RIDGE INVESTMENT ADVISORS, LLC | 0.02% | 1.53% | 25,694 | 549 | 2.18% | 2,959,435 | Jun 30, 2024 |
| BEACON HARBOR WEALTH ADVISORS, INC. | 0.05% | 1.45% | 48,405 | 373 | 0.78% | 5,575,000 | Jun 30, 2024 |
| EMG HOLDINGS, L.P. | 0.02% | 1.42% | 25,000 | 25,000 | 100.00% | 2,879,500 | Jun 30, 2024 |
| OPINICUS CAPITAL, INC. | 0.01% | 1.40% | 14,411 | 279 | 1.97% | 1,659,877 | Jun 30, 2024 |
| OUTFITTER FINANCIAL LLC | 0.01% | 1.37% | 14,310 | -1,800 | -11.17% | 1,648,226 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | 0.02% | 1.37% | 16,634 | -1,038 | -5.87% | 1,915,738 | Jun 30, 2024 |
| BURNEY CO/ | 0.29% | 1.34% | 305,479 | -40,975 | -11.83% | 35,185,063 | Jun 30, 2024 |
The largest Toll Brothers shareholder by % of total assets is GREENHAVEN ASSOCIATES INC. The company owns 5.57M shares of Toll Brothers (TOL), representing 8.42% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.14% | 0.02% | 1,190,388 | 1,190,388 | 100.00% | 137,108,890 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 2.00% | 0.55% | 2,095,673 | 541,140 | 34.81% | 241,379,616 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.92% | 0.29% | 963,650 | 431,160 | 80.97% | 110,993,238 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.32% | 0.07% | 338,624 | 338,523 | 335171.29% | 37,502,609 | Jun 30, 2024 |
| BLACKROCK INC. | 12.12% | 0.03% | 12,701,625 | 294,499 | 2.37% | 1,462,973,125 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.35% | 0.07% | 362,933 | 239,523 | 194.09% | 41,802,623 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.19% | 0.02% | 1,248,546 | 229,917 | 22.57% | 143,807,493 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.64% | 0.12% | 670,989 | 227,989 | 51.46% | 77,284,513 | Jun 30, 2024 |
| MAN GROUP PLC | 0.33% | 0.10% | 348,050 | 176,609 | 103.01% | 40,088,399 | Jun 30, 2024 |
| ASSETMARK, INC | 0.26% | 0.10% | 269,185 | 176,340 | 189.93% | 31,004,750 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.34% | 0.01% | 359,812 | 175,494 | 95.21% | 41,443,146 | Jun 30, 2024 |
| VISION CAPITAL CORP | 0.16% | 3.17% | 169,617 | 169,617 | 100.00% | 19,536,486 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.08% | 164,676 | 164,676 | 100.00% | 18,967,382 | Jun 30, 2024 |
| ANCHOR CAPITAL ADVISORS LLC | 0.15% | 0.50% | 154,018 | 154,018 | 100.00% | 17,739,764 | Jun 30, 2024 |
| MARSICO CAPITAL MANAGEMENT LLC | 0.72% | 2.60% | 755,190 | 148,562 | 24.49% | 86,982,784 | Jun 30, 2024 |
| GRS ADVISORS, LLC | 0.14% | 1.97% | 148,120 | 148,120 | 100.00% | 17,060,460 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.15% | 0.03% | 154,186 | 146,475 | 1899.56% | 17,759,143 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.08% | 131,759 | 131,759 | 100.00% | 15,176,002 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.12% | 0.76% | 124,882 | 124,882 | 100.00% | 14,383,909 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.02% | 2,073,256 | 113,848 | 5.81% | 238,850,870 | Jun 30, 2024 |
As of Jun 30 2024, Toll Brothers's largest institutional buyer is NORGES BANK. The company purchased 1.19M stocks of TOL, valued at $137.11M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.04% | 0.08% | 2,136,242 | -933,056 | -30.40% | 246,052,354 | Jun 30, 2024 |
| BAMCO INC /NY/ | 1.03% | 0.36% | 1,077,864 | -715,926 | -39.91% | 124,148,376 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -713,852 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 12,964 | -593,778 | -97.86% | 1,493,194 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.18% | 0.02% | 193,284 | -515,697 | -72.74% | 22,262,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.58% | 0.08% | 2,699,425 | -462,732 | -14.63% | 310,925,624 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.16% | 0.21% | 1,210,323 | -267,592 | -18.11% | 139,404,983 | Jun 30, 2024 |
| STATE STREET CORP | 3.45% | 0.02% | 3,619,516 | -202,509 | -5.30% | 416,895,853,000 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.50% | 0.57% | 520,039 | -198,770 | -27.65% | 59,898,092 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.00% | 16,990 | -158,270 | -90.31% | 1,956,908 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.07% | 0.02% | 72,634 | -157,113 | -68.39% | 8,365,984 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.29% | 0.11% | 306,061 | -155,897 | -33.75% | 35,249,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.16% | 0.00% | 163,596 | -145,946 | -47.15% | 18,843,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.15% | 0.01% | 153,433 | -143,589 | -48.34% | 17,672,413 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.09% | 0.19% | 95,717 | -139,332 | -59.28% | 11,024,683 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -138,045 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.26% | 0.02% | 274,309 | -134,808 | -32.95% | 31,594,910 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.17% | 0.01% | 181,715 | -129,640 | -41.64% | 20,929,969 | Jun 30, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | 0.00% | 0.01% | 3,500 | -121,500 | -97.20% | 403,130 | Jun 30, 2024 |
As of Jun 30 2024, Toll Brothers's biggest institutional seller is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company sold -0.93M shares of TOL, valued at $246.05M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.14% | 0.02% | 1,190,388 | 1,190,388 | 100.00% | 137,108,890 | Jun 30, 2024 |
| VISION CAPITAL CORP | 0.16% | 3.17% | 169,617 | 169,617 | 100.00% | 19,536,486 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.08% | 164,676 | 164,676 | 100.00% | 18,967,382 | Jun 30, 2024 |
| ANCHOR CAPITAL ADVISORS LLC | 0.15% | 0.50% | 154,018 | 154,018 | 100.00% | 17,739,764 | Jun 30, 2024 |
| GRS ADVISORS, LLC | 0.14% | 1.97% | 148,120 | 148,120 | 100.00% | 17,060,460 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.08% | 131,759 | 131,759 | 100.00% | 15,176,002 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.12% | 0.76% | 124,882 | 124,882 | 100.00% | 14,383,909 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.07% | 0.03% | 76,216 | 76,216 | 100.00% | 8,778,559 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.07% | 0.08% | 72,302 | 72,302 | 100.00% | 8,327,744 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.06% | 0.29% | 65,600 | 65,600 | 100.00% | 7,555,808 | Jun 30, 2024 |
| SHELLBACK CAPITAL, LP | 0.05% | 0.42% | 50,000 | 50,000 | 100.00% | 5,759,000 | Jun 30, 2024 |
| GAM HOLDING AG | 0.03% | 0.31% | 35,220 | 35,220 | 100.00% | 4,056,640 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.03% | 0.19% | 35,000 | 35,000 | 100.00% | 4,031,300 | Jun 30, 2024 |
| LONG RUN WEALTH ADVISORS, LLC | 0.03% | 0.81% | 27,898 | 27,898 | 100.00% | 3,213,292 | Jun 30, 2024 |
| EMG HOLDINGS, L.P. | 0.02% | 1.42% | 25,000 | 25,000 | 100.00% | 2,879,500 | Jun 30, 2024 |
| ANNEX ADVISORY SERVICES, LLC | 0.02% | 0.10% | 24,436 | 24,436 | 100.00% | 2,814,538 | Jun 30, 2024 |
| HAZELVIEW SECURITIES INC. | 0.02% | 0.50% | 23,840 | 23,840 | 100.00% | 2,669,842 | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | 0.02% | 0.33% | 20,400 | 20,400 | 100.00% | 2,349,672 | Jun 30, 2024 |
| MASTERTON CAPITAL MANAGEMENT, LP | 0.02% | 1.59% | 19,282 | 19,282 | 100.00% | 2,220,901 | Jun 30, 2024 |
| SLATESTONE WEALTH, LLC | 0.02% | 0.24% | 18,900 | 18,900 | 100.00% | 2,177,000 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.02% | 0.14% | 16,165 | 16,165 | 100.00% | 1,861,885 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.10% | 15,737 | 15,737 | 100.00% | 1,812,588 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.00% | 15,000 | 15,000 | 100.00% | 1,727,700 | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.01% | 0.30% | 12,229 | 12,229 | 100.00% | 1,408,536 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.15% | 12,087 | 12,087 | 100.00% | 1,392,000 | Jun 30, 2024 |
| GYL FINANCIAL SYNERGIES, LLC | 0.01% | 0.10% | 11,607 | 11,607 | 100.00% | 1,336,894 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.01% | 0.46% | 11,505 | 11,505 | 100.00% | 1,325,146 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.01% | 0.00% | 11,210 | 11,210 | 100.00% | 1,291,168 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 0.05% | 11,000 | 11,000 | 100.00% | 1,266,980 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.01% | 10,500 | 10,500 | 100.00% | 1,209,390 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.01% | 0.00% | 10,303 | 10,303 | 100.00% | 1,186,700 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.18% | 9,772 | 9,772 | 100.00% | 1,125,539 | Jun 30, 2024 |
| VAN HULZEN ASSET MANAGEMENT, LLC | 0.01% | 0.06% | 8,000 | 8,000 | 100.00% | 921,000 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.01% | 0.40% | 8,000 | 8,000 | 100.00% | 1,141,000 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.01% | 0.01% | 7,443 | 7,443 | 100.00% | 857,284 | Jun 30, 2024 |
| CSS LLC/IL | 0.01% | 0.04% | 7,000 | 7,000 | 100.00% | 806,260 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.01% | 0.06% | 6,280 | 6,280 | 100.00% | 723,330 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.12% | 5,442 | 5,442 | 100.00% | 626,810 | Jun 30, 2024 |
| BAYVIEW ASSET MANAGEMENT, LLC | 0.00% | 0.20% | 5,000 | 5,000 | 100.00% | 575,900 | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | 0.00% | 0.19% | 4,947 | 4,947 | 100.00% | 569,795 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 4,683 | 4,683 | 100.00% | 527,917 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.07% | 4,638 | 4,638 | 100.00% | 534,205 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.35% | 4,048 | 4,048 | 100.00% | 466,249 | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | 0.00% | 0.02% | 3,730 | 3,730 | 100.00% | 530,202 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 3,711 | 3,711 | 100.00% | 427,433 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.09% | 3,657 | 3,657 | 100.00% | 421,213 | Jun 30, 2024 |
| KESLER, NORMAN & WRIDE, LLC | 0.00% | 0.08% | 3,333 | 3,333 | 100.00% | 383,770 | Jun 30, 2024 |
| HARVEST INVESTMENT SERVICES, LLC | 0.00% | 0.12% | 2,679 | 2,679 | 100.00% | 308,568 | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | 0.00% | 0.08% | 2,569 | 2,569 | 100.00% | 295,897 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 2,479 | 2,479 | 100.00% | 285,531 | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.00% | 0.00% | 2,381 | 2,381 | 100.00% | 274,250 | Jun 30, 2024 |
| CENTERSTAR ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 2,367 | 2,367 | 100.00% | 272,335 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.01% | 2,361 | 2,361 | 100.00% | 310,141 | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | 0.00% | 0.14% | 2,319 | 2,319 | 100.00% | 267,130 | Jun 30, 2024 |
| FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.00% | 2,268 | 2,268 | 100.00% | 261,228 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 2,103 | 2,103 | 100.00% | 242,223 | Jun 30, 2024 |
| INDEPENDENT ADVISOR ALLIANCE | 0.00% | 0.01% | 2,076 | 2,076 | 100.00% | 239,113 | Jun 30, 2024 |
| 180 WEALTH ADVISORS, LLC | 0.00% | 0.04% | 1,941 | 1,941 | 100.00% | 235,773 | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 1,873 | 1,873 | 100.00% | 215,733 | Jun 30, 2024 |
| INSIGNEO ADVISORY SERVICES, LLC | 0.00% | 0.03% | 1,866 | 1,866 | 100.00% | 239,054 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.00% | 0.01% | 1,750 | 1,750 | 100.00% | 201,565 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.06% | 1,700 | 1,700 | 100.00% | 196,000 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.01% | 1,470 | 1,470 | 100.00% | 169,312 | Jun 30, 2024 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 0.00% | 0.03% | 1,175 | 1,175 | 100.00% | 135,337 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.07% | 1,000 | 1,000 | 100.00% | 115,180 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.05% | 516 | 516 | 100.00% | 59,433 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.02% | 380 | 380 | 100.00% | 43,823 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 289 | 289 | 100.00% | 33,287 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 250 | 250 | 100.00% | 28,795 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 216 | 216 | 100.00% | 24,879 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | 0.00% | 0.01% | 212 | 212 | 100.00% | 27,160 | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.00% | 200 | 200 | 100.00% | 26,476 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 114 | 114 | 100.00% | 13,131 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | 0.00% | 0.00% | 101 | 101 | 100.00% | 11,634 | Jun 30, 2024 |
| DT INVESTMENT PARTNERS, LLC | 0.00% | 0.00% | 74 | 74 | 100.00% | 8,524 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 72 | 72 | 100.00% | 8,293 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | 0.00% | 0.00% | 60 | 60 | 100.00% | 6,911 | Jun 30, 2024 |
| TORTOISE INVESTMENT MANAGEMENT, LLC | - | 0.00% | 50 | 50 | 100.00% | 5,759 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 49 | 49 | 100.00% | 5,644 | Jun 30, 2024 |
| NBC SECURITIES, INC. | - | 0.00% | 36 | 36 | 100.00% | 4,000 | Jun 30, 2024 |
| IAG WEALTH PARTNERS, LLC | - | 0.00% | 23 | 23 | 100.00% | 2,649 | Jun 30, 2024 |
| TRUE WEALTH DESIGN, LLC | - | 0.00% | 8 | 8 | 100.00% | 922 | Jun 30, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | - | 0.00% | 7 | 7 | 100.00% | 806 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 3 | 3 | 100.00% | 346 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 116 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 116 | Jun 30, 2024 |
Toll Brothers's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.19M shares, valued at $137.11M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HOLOCENE ADVISORS, LP | - | - | - | -713,852 | -100.00% | - | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -138,045 | -100.00% | - | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | - | - | - | -119,407 | -100.00% | - | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | - | - | - | -90,000 | -100.00% | - | Jun 30, 2024 |
| SANDLER CAPITAL MANAGEMENT | - | - | - | -82,385 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -77,800 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -77,410 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -66,168 | -100.00% | - | Jun 30, 2024 |
| D L CARLSON INVESTMENT GROUP INC | - | - | - | -56,862 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| MARK ASSET MANAGEMENT LP | - | - | - | -42,300 | -100.00% | - | Jun 30, 2024 |
| EAM GLOBAL INVESTORS LLC | - | - | - | -38,003 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -37,260 | -100.00% | - | Jun 30, 2024 |
| WARATAH CAPITAL ADVISORS LTD. | - | - | - | -36,164 | -100.00% | - | Jun 30, 2024 |
| EAM INVESTORS, LLC | - | - | - | -32,829 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -26,200 | -100.00% | - | Jun 30, 2024 |
| FIERA CAPITAL CORP | - | - | - | -23,790 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -20,700 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -19,600 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -16,500 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -14,518 | -100.00% | - | Jun 30, 2024 |
| AVIVA PLC | - | - | - | -13,983 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -13,702 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -12,732 | -100.00% | - | Jun 30, 2024 |
| DRW SECURITIES, LLC | - | - | - | -10,720 | -100.00% | - | Jun 30, 2024 |
| SHAY CAPITAL LLC | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| AXS INVESTMENTS LLC | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -6,659 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -6,629 | -100.00% | - | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | - | - | - | -6,574 | -100.00% | - | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | - | - | - | -6,213 | -100.00% | - | Jun 30, 2024 |
| U S GLOBAL INVESTORS INC | - | - | - | -5,550 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -5,059 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -4,870 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -4,518 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -4,505 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -4,462 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -4,117 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -3,816 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -3,278 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -3,259 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -3,195 | -100.00% | - | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | - | - | - | -2,702 | -100.00% | - | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | - | - | - | -2,650 | -100.00% | - | Jun 30, 2024 |
| JB CAPITAL LLC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -2,478 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -2,273 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -2,098 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -2,048 | -100.00% | - | Jun 30, 2024 |
| TRUST POINT INC. | - | - | - | -1,885 | -100.00% | - | Jun 30, 2024 |
| NORTHROCK PARTNERS, LLC | - | - | - | -1,879 | -100.00% | - | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| DARWIN WEALTH MANAGEMENT, LLC | - | - | - | -1,795 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,766 | -100.00% | - | Jun 30, 2024 |
| CLARET ASSET MANAGEMENT CORP | - | - | - | -1,749 | -100.00% | - | Jun 30, 2024 |
| INVST, LLC | - | - | - | -1,735 | -100.00% | - | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | - | - | - | -1,711 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -1,710 | -100.00% | - | Jun 30, 2024 |
| PEAPACK GLADSTONE FINANCIAL CORP | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| DAVENPORT & CO LLC | - | - | - | -1,690 | -100.00% | - | Jun 30, 2024 |
| GREENLEAF TRUST | - | - | - | -1,673 | -100.00% | - | Jun 30, 2024 |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | - | - | - | -1,659 | -100.00% | - | Jun 30, 2024 |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | - | - | - | -1,651 | -100.00% | - | Jun 30, 2024 |
| WESBANCO BANK INC | - | - | - | -1,618 | -100.00% | - | Jun 30, 2024 |
| NDVR, INC. | - | - | - | -1,550 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,001 | -100.00% | - | Jun 30, 2024 |
| BLUE CHIP PARTNERS, LLC | - | - | - | -850 | -100.00% | - | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | - | - | - | -780 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -559 | -100.00% | - | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | - | - | - | -325 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -316 | -100.00% | - | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -135 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -108 | -100.00% | - | Jun 30, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -74 | -100.00% | - | Jun 30, 2024 |
| SPIRE WEALTH MANAGEMENT | - | - | - | -66 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
Toll Brothers's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -0.71M shares, valued at -, as of undefined.
Toll Brothers Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 0.76% | -14,310 | - | - | Mar 31, 2024 |
| Centre Funds | 0.65% | 47,044 | - | - | Mar 31, 2024 |
| Brookfield Real Assets Income Fund Inc. | 0.61% | 7,375,000 | - | - | Mar 31, 2024 |
| SEI Exchange Traded Funds | 0.59% | 8,315 | 764 | 10.12% | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.43% | 351,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XI | 0.43% | 2,031,287 | -24,375 | -1.19% | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.32% | 2,726,000 | - | - | Dec 31, 2023 |
| FRANKLIN VALUE INVESTORS TRUST | 0.30% | 1,101,314 | - | - | Jan 31, 2024 |
| Nuveen High Income 2020 Target Term Fund | 0.28% | 425,000 | - | - | Sep 30, 2020 |
| NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND | 0.28% | 1,200,000 | - | - | Feb 28, 2023 |
| MARSICO INVESTMENT FUND | 0.27% | 332,956 | 85,564 | 34.59% | Mar 31, 2024 |
| Capital Group Growth ETF | 0.25% | 98,804 | - | - | Feb 29, 2024 |
| CGM TRUST | 0.24% | 330,000 | 230,000 | 230.00% | Sep 30, 2022 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.22% | 852,663 | -18,667 | -2.14% | Mar 28, 2024 |
| FIDELITY TREND FUND | 0.21% | 133,700 | 133,700 | - | Mar 31, 2024 |
| FPA U.S. Core Equity Fund, Inc. | 0.19% | 11,500 | - | - | Jun 30, 2023 |
| BRANDES INVESTMENT TRUST | 0.18% | 2,517,766 | - | - | Mar 28, 2024 |
| Touchstone ETF Trust | 0.18% | 722,000 | - | - | Mar 31, 2024 |
| Chesapeake Investment Trust | 0.18% | 9,275 | - | - | Jan 31, 2024 |
| BARON SELECT FUNDS | 0.17% | 1,734,065 | -5,100 | -0.29% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.15% | 66,461 | -4,969 | -6.96% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.15% | 28,214 | 12,885 | 84.06% | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.14% | 72,735 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.12% | 40,600 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.11% | 8,282 | - | - | Sep 30, 2022 |
| HENNESSY FUNDS TRUST | 0.11% | 226,800 | - | - | Jan 31, 2024 |
| John Hancock Funds III | 0.11% | 1,730,535 | - | - | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.10% | 600,000 | - | - | Jan 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.10% | 2,023,855 | - | - | Mar 31, 2024 |
| Absolute Shares Trust | 0.09% | 34,536 | - | - | Mar 31, 2024 |
| ULTRA SERIES FUND | 0.08% | 145,000 | - | - | Mar 31, 2024 |
| AlphaMark Investment Trust | 0.08% | 1,757 | - | - | May 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.07% | 41,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.07% | 6,600 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.07% | 455,694 | -26,817 | -5.56% | Aug 31, 2023 |
| FIDELITY DEVONSHIRE TRUST | 0.07% | 707,216 | - | - | Jan 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.07% | 200,000 | 200,000 | - | Sep 30, 2019 |
| NUVEEN MULTISTATE TRUST IV | 0.07% | 1,200,000 | - | - | Feb 29, 2024 |
| Gateway Trust | 0.07% | 134,850 | 1,358 | 1.02% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 257,001 | -59,649 | -18.84% | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.07% | 15,521 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.06% | 14,001 | -1,191 | -7.84% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.06% | 340,658 | 83,228 | 32.33% | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.06% | 258,804 | -88,295 | -25.44% | Mar 28, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.06% | 135,943 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.06% | 115 | -2,270 | -95.18% | Jan 31, 2021 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.05% | 12,533 | -2,500 | -16.63% | Jan 31, 2024 |
| GROWTH FUND OF AMERICA | 0.05% | 1,299,194 | - | - | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 219,027 | -11,688 | -5.07% | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,454 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.05% | 80,778 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 381,011 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.05% | 8,146 | - | - | Mar 31, 2022 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.05% | 56,408 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.05% | 23,654 | - | - | Jan 31, 2024 |
| Pacer Funds Trust | 0.05% | 2,140,890 | 237,727 | 12.49% | Jan 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.05% | 36,500 | -19,200 | -34.47% | Dec 29, 2023 |
| TOUCHSTONE STRATEGIC TRUST | 0.04% | 2,803,000 | 153,000 | 5.77% | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.04% | 14,036 | - | - | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.04% | 500 | -400 | -44.44% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.04% | 945 | - | - | Dec 31, 2023 |
| VIRTUS ASSET TRUST | 0.04% | 1,099,498 | - | - | Mar 28, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.04% | 12,052 | 1,228 | 11.35% | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.04% | 992,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 90,000 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.03% | 3,140 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.03% | 131,074 | - | - | Dec 29, 2023 |
| Advisers Investment Trust | 0.03% | 1,000,000 | - | - | Mar 28, 2024 |
| WASATCH FUNDS TRUST | 0.03% | 299,302 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.03% | 580,494 | - | - | Feb 29, 2024 |
| QUAKER INVESTMENT TRUST | 0.03% | 37,667 | - | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.03% | 1,927,000 | -831,378 | -30.14% | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 3,830,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.03% | 661,000 | - | - | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.03% | 50,006 | -266 | -0.53% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.02% | 498,200 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 9,261,286 | -1,850,709 | -16.66% | Mar 31, 2024 |
| Emles Trust | 0.02% | 2,079 | - | - | Sep 30, 2022 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.02% | 260,000 | - | - | Jan 31, 2024 |
| Cambria ETF Trust | 0.02% | 157,075 | -40,574 | -20.53% | Jan 31, 2024 |
| FRANKLIN MUTUAL SERIES FUNDS | 0.02% | 857,800 | - | - | Jun 30, 2020 |
| Zacks Trust | 0.02% | 1,563 | 783 | 100.38% | Feb 29, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.02% | 5,033,000 | - | - | Feb 29, 2024 |
| Federated Hermes Adviser Series | 0.02% | 107,147 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.02% | 56,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.02% | 1,000,000 | - | - | Mar 31, 2024 |
| TrimTabs ETF Trust | 0.02% | 10,112 | 10,112 | - | Jan 31, 2024 |
| Brookfield Investment Funds | 0.02% | 25,000 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 331,658 | -295,538 | -47.12% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 85,636 | 2,731 | 3.29% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,789 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 1,023,377 | 136,137 | 15.34% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 30,000 | - | - | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.01% | 26,294 | - | - | Mar 31, 2024 |
| AMERICAN BALANCED FUND | 0.01% | 7,905,740 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.01% | 4,378 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 347 | -105 | -23.23% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 135,611 | -50,000 | -26.94% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 185,361 | -121,100 | -39.52% | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.01% | 39,942 | 37,491 | 1529.62% | Mar 28, 2024 |
Toll Brothers's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -14.31K shares, compromising 0.76% of its total assets.
Toll Brothers Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 330 | -51.04% |
| 31 Mar, 24 | 674 | 10.31% |
| 31 Dec, 23 | 611 | 12.32% |
| 30 Sep, 23 | 544 | 1.30% |
| 30 Jun, 23 | 537 | 15.24% |
| 31 Mar, 23 | 466 | 2.64% |
| 31 Dec, 22 | 454 | 13.50% |
| 30 Sep, 22 | 400 | -1.96% |
| 30 Jun, 22 | 408 | -4.45% |
| 31 Mar, 22 | 427 | -10.86% |
| 31 Dec, 21 | 479 | 10.11% |
| 30 Sep, 21 | 435 | 0.93% |
| 30 Jun, 21 | 431 | 3.86% |
| 31 Mar, 21 | 415 | 7.24% |
| 31 Dec, 20 | 387 | -2.52% |
| 30 Sep, 20 | 397 | 8.77% |
| 30 Jun, 20 | 365 | 13.35% |
| 31 Mar, 20 | 322 | -19.50% |
| 31 Dec, 19 | 400 | -3.38% |
| 30 Sep, 19 | 414 | 5.88% |
| 30 Jun, 19 | 391 | -6.90% |
| 31 Mar, 19 | 420 | 3.19% |
| 31 Dec, 18 | 407 | -10.94% |
| 30 Sep, 18 | 457 | 4.82% |
| 30 Jun, 18 | 436 | -2.46% |
| 31 Mar, 18 | 447 | -6.29% |
| 31 Dec, 17 | 477 | 12.77% |
| 30 Sep, 17 | 423 | 1.68% |
| 30 Jun, 17 | 416 | 2.21% |
| 31 Mar, 17 | 407 | 0.49% |
| 31 Dec, 16 | 405 | 2.27% |
| 30 Sep, 16 | 396 | 3.94% |
| 30 Jun, 16 | 381 | -2.81% |
| 31 Mar, 16 | 392 | -4.39% |
| 31 Dec, 15 | 410 | 0.24% |
| 30 Sep, 15 | 409 | 4.34% |
| 30 Jun, 15 | 392 | 1.55% |
| 31 Mar, 15 | 386 | 4.04% |
| 31 Dec, 14 | 371 | 2.77% |
| 30 Sep, 14 | 361 | -3.73% |
| 30 Jun, 14 | 375 | 1.08% |
| 31 Mar, 14 | 371 | -0.80% |
| 31 Dec, 13 | 374 | 5.95% |
| 30 Sep, 13 | 353 | -2.75% |
| 30 Jun, 13 | 363 | 143.62% |
| 31 Mar, 13 | 149 | -1.97% |
| 31 Dec, 12 | 152 | -4.40% |
| 30 Sep, 12 | 159 | 17.78% |
| 30 Jun, 12 | 135 | 9.76% |
| 31 Mar, 12 | 123 | 7.89% |
| 31 Dec, 11 | 114 | 16.33% |
| 30 Sep, 11 | 98 | 5.38% |
| 30 Jun, 11 | 93 | 3.33% |
| 31 Mar, 11 | 90 | 3.45% |
| 31 Dec, 10 | 87 | 7.41% |
| 30 Sep, 10 | 81 | - |
| 30 Jun, 10 | 81 | 5.19% |
| 31 Mar, 10 | 77 | 5.48% |
| 31 Dec, 09 | 73 | -6.41% |
| 30 Sep, 09 | 78 | -10.34% |
| 30 Jun, 09 | 87 | 24.29% |
| 31 Mar, 09 | 70 | -16.67% |
| 31 Dec, 08 | 84 | -3.45% |
| 30 Sep, 08 | 87 | 22.54% |
| 30 Jun, 08 | 71 | -11.25% |
| 31 Mar, 08 | 80 | 8.11% |
| 31 Dec, 07 | 74 | 19.35% |
| 30 Sep, 07 | 62 | -12.68% |
| 30 Jun, 07 | 71 | -7.79% |
| 31 Mar, 07 | 77 | - |
| 31 Dec, 06 | 77 | 13.24% |
| 30 Sep, 06 | 68 | 7.94% |
| 30 Jun, 06 | 63 | -11.27% |
| 31 Mar, 06 | 71 | -2.74% |
| 31 Dec, 05 | 73 | -10.98% |
| 30 Sep, 05 | 82 | 3.80% |
| 30 Jun, 05 | 79 | 6.76% |
| 31 Mar, 05 | 74 | 4.23% |
| 31 Dec, 04 | 71 | 31.48% |
| 30 Sep, 04 | 54 | 14.89% |
| 30 Jun, 04 | 47 | -18.97% |
| 31 Mar, 04 | 58 | 16.00% |
| 31 Dec, 03 | 50 | 8.70% |
| 30 Sep, 03 | 46 | 27.78% |
| 30 Jun, 03 | 36 | 5.88% |
| 31 Mar, 03 | 34 | 13.33% |
| 31 Dec, 02 | 30 | - |
| 30 Sep, 02 | 30 | - |
| 30 Jun, 02 | 30 | 11.11% |
| 31 Mar, 02 | 27 | 58.82% |
| 31 Dec, 01 | 17 | -10.53% |
| 30 Sep, 01 | 19 | -24.00% |
| 30 Jun, 01 | 25 | 4.17% |
| 31 Mar, 01 | 24 | 20.00% |
| 31 Dec, 00 | 20 | 5.26% |
| 30 Sep, 00 | 19 | 18.75% |
| 30 Jun, 00 | 16 | - |
| 31 Mar, 00 | 16 | 14.29% |
| 31 Dec, 99 | 14 | 16.67% |
| 30 Sep, 99 | 12 | -7.69% |
| 30 Jun, 99 | 13 | 30.00% |
| 31 Mar, 99 | 10 | 900.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 330 institutions are holding Toll Brothers's shares, representing a decrease of -51.04% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 25,353,508 | -72.29% |
| 31 Mar, 24 | 91,507,320 | -4.22% |
| 31 Dec, 23 | 95,534,479 | -3.93% |
| 30 Sep, 23 | 99,438,671 | 0.68% |
| 30 Jun, 23 | 98,764,686 | -2.63% |
| 31 Mar, 23 | 101,436,750 | -0.87% |
| 31 Dec, 22 | 102,323,767 | 8.01% |
| 30 Sep, 22 | 94,739,597 | -3.55% |
| 30 Jun, 22 | 98,227,323 | -1.16% |
| 31 Mar, 22 | 99,382,123 | -4.16% |
| 31 Dec, 21 | 103,698,814 | -1.07% |
| 30 Sep, 21 | 104,817,497 | -2.16% |
| 30 Jun, 21 | 107,134,518 | -2.38% |
| 31 Mar, 21 | 109,751,134 | 1.94% |
| 31 Dec, 20 | 107,662,061 | -2.11% |
| 30 Sep, 20 | 109,984,677 | 5.28% |
| 30 Jun, 20 | 104,471,314 | -0.52% |
| 31 Mar, 20 | 105,019,867 | -8.27% |
| 31 Dec, 19 | 114,486,463 | -3.44% |
| 30 Sep, 19 | 118,568,830 | 0.42% |
| 30 Jun, 19 | 118,067,717 | 1.14% |
| 31 Mar, 19 | 116,740,561 | -1.94% |
| 31 Dec, 18 | 119,051,039 | -4.86% |
| 30 Sep, 18 | 125,137,315 | 2.23% |
| 30 Jun, 18 | 122,409,488 | -5.83% |
| 31 Mar, 18 | 129,983,780 | -1.84% |
| 31 Dec, 17 | 132,415,956 | -2.59% |
| 30 Sep, 17 | 135,935,741 | 2.16% |
| 30 Jun, 17 | 133,058,719 | 0.18% |
| 31 Mar, 17 | 132,820,624 | 1.06% |
| 31 Dec, 16 | 131,430,312 | 1.90% |
| 30 Sep, 16 | 128,983,410 | 0.32% |
| 30 Jun, 16 | 128,578,248 | -4.54% |
| 31 Mar, 16 | 134,690,060 | -2.99% |
| 31 Dec, 15 | 138,843,150 | -1.96% |
| 30 Sep, 15 | 141,625,309 | -0.08% |
| 30 Jun, 15 | 141,738,646 | -5.77% |
| 31 Mar, 15 | 150,412,376 | 4.11% |
| 31 Dec, 14 | 144,480,715 | -1.91% |
| 30 Sep, 14 | 147,301,046 | 0.52% |
| 30 Jun, 14 | 146,538,083 | -1.08% |
| 31 Mar, 14 | 148,137,986 | 2.51% |
| 31 Dec, 13 | 144,505,382 | 6.83% |
| 30 Sep, 13 | 135,272,852 | 2.94% |
| 30 Jun, 13 | 131,408,486 | 125.76% |
| 31 Mar, 13 | 58,207,690 | -9.93% |
| 31 Dec, 12 | 64,625,881 | -1.34% |
| 30 Sep, 12 | 65,504,622 | -14.42% |
| 30 Jun, 12 | 76,546,017 | 3.53% |
| 31 Mar, 12 | 73,934,009 | 7.24% |
| 31 Dec, 11 | 68,943,092 | 13.24% |
| 30 Sep, 11 | 60,884,265 | -12.57% |
| 30 Jun, 11 | 69,637,027 | 65.82% |
| 31 Mar, 11 | 41,995,892 | 19.11% |
| 31 Dec, 10 | 35,259,175 | 4.67% |
| 30 Sep, 10 | 33,687,381 | -5.96% |
| 30 Jun, 10 | 35,822,609 | -9.23% |
| 31 Mar, 10 | 39,467,063 | -7.65% |
| 31 Dec, 09 | 42,737,445 | -3.48% |
| 30 Sep, 09 | 44,278,017 | 8.18% |
| 30 Jun, 09 | 40,928,161 | -27.19% |
| 31 Mar, 09 | 56,214,462 | -11.89% |
| 31 Dec, 08 | 63,802,811 | 114.66% |
| 30 Sep, 08 | 29,722,668 | 28.02% |
| 30 Jun, 08 | 23,216,878 | -11.76% |
| 31 Mar, 08 | 26,309,858 | -35.05% |
| 31 Dec, 07 | 40,506,729 | -77.70% |
| 30 Sep, 07 | 181,673,510 | 722.15% |
| 30 Jun, 07 | 22,097,267 | 37.99% |
| 31 Mar, 07 | 16,013,877 | -37.76% |
| 31 Dec, 06 | 25,729,435 | 4.91% |
| 30 Sep, 06 | 24,524,569 | -85.54% |
| 30 Jun, 06 | 169,563,915 | 583.62% |
| 31 Mar, 06 | 24,803,731 | -13.10% |
| 31 Dec, 05 | 28,543,982 | -21.86% |
| 30 Sep, 05 | 36,528,525 | 91.83% |
| 30 Jun, 05 | 19,042,154 | -2.62% |
| 31 Mar, 05 | 19,555,361 | -12.57% |
| 31 Dec, 04 | 22,367,839 | 54.89% |
| 30 Sep, 04 | 14,440,820 | 13.15% |
| 30 Jun, 04 | 12,762,877 | 6.18% |
| 31 Mar, 04 | 12,020,400 | 38.48% |
| 31 Dec, 03 | 8,680,530 | 6.25% |
| 30 Sep, 03 | 8,169,565 | 18.57% |
| 30 Jun, 03 | 6,890,044 | 3.94% |
| 31 Mar, 03 | 6,628,686 | 11.90% |
| 31 Dec, 02 | 5,923,517 | -5.72% |
| 30 Sep, 02 | 6,283,045 | -17.18% |
| 30 Jun, 02 | 7,586,104 | 74.24% |
| 31 Mar, 02 | 4,353,714 | 85.98% |
| 31 Dec, 01 | 2,340,956 | -7.35% |
| 30 Sep, 01 | 2,526,555 | -53.79% |
| 30 Jun, 01 | 5,467,386 | 47.12% |
| 31 Mar, 01 | 3,716,243 | 62.42% |
| 31 Dec, 00 | 2,288,014 | 19.36% |
| 30 Sep, 00 | 1,916,963 | -0.46% |
| 30 Jun, 00 | 1,925,816 | -3.51% |
| 31 Mar, 00 | 1,995,855 | 13.08% |
| 31 Dec, 99 | 1,764,957 | -12.34% |
| 30 Sep, 99 | 2,013,516 | -20.07% |
| 30 Jun, 99 | 2,519,089 | -4.78% |
| 31 Mar, 99 | 2,645,462 | 36164.04% |
| 31 Dec, 98 | 7,295 | - |
Toll Brothers (TOL) has 25.35M shares outstanding as of 30 Jun 24, down -72.29% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 24.19% | 0.32% |
| 31 Mar, 24 | 87.32% | 1.06% |
| 31 Dec, 23 | 90.88% | 1.11% |
| 30 Sep, 23 | 90.38% | 1.12% |
| 30 Jun, 23 | 89.78% | 1.08% |
| 31 Mar, 23 | 91.21% | 1.08% |
| 31 Dec, 22 | 91.86% | 1.30% |
| 30 Sep, 22 | 83.90% | 1.16% |
| 30 Jun, 22 | 85.17% | 1.20% |
| 31 Mar, 22 | 84.34% | 1.15% |
| 31 Dec, 21 | 85.70% | 1.17% |
| 30 Sep, 21 | 85.76% | 1.15% |
| 30 Jun, 21 | 86.52% | 1.11% |
| 31 Mar, 21 | 88.30% | 1.21% |
| 31 Dec, 20 | 85.41% | 1.19% |
| 30 Sep, 20 | 84.54% | 1.24% |
| 30 Jun, 20 | 82.44% | 1.23% |
| 31 Mar, 20 | 81.92% | 1.19% |
| 31 Dec, 19 | 82.87% | 1.19% |
| 30 Sep, 19 | 83.55% | 1.26% |
| 30 Jun, 19 | 81.57% | 1.29% |
| 31 Mar, 19 | 79.62% | 1.21% |
| 31 Dec, 18 | 81.12% | 1.20% |
| 30 Sep, 18 | 82.34% | 1.26% |
| 30 Jun, 18 | 80.93% | 1.12% |
| 31 Mar, 18 | 85.11% | 1.18% |
| 31 Dec, 17 | 84.95% | 1.17% |
| 30 Sep, 17 | 85.32% | 1.29% |
| 30 Jun, 17 | 81.39% | 1.23% |
| 31 Mar, 17 | 81.24% | 1.24% |
| 31 Dec, 16 | 80.84% | 1.31% |
| 30 Sep, 16 | 78.66% | 1.31% |
| 30 Jun, 16 | 77.49% | 1.22% |
| 31 Mar, 16 | 79.72% | 1.25% |
| 31 Dec, 15 | 79.70% | 1.24% |
| 30 Sep, 15 | 80.30% | 1.25% |
| 30 Jun, 15 | 80.17% | 1.10% |
| 31 Mar, 15 | 85.24% | 1.27% |
| 31 Dec, 14 | 82.06% | 1.19% |
| 30 Sep, 14 | 82.97% | 1.23% |
| 30 Jun, 14 | 82.22% | 1.19% |
| 31 Mar, 14 | 83.19% | 1.24% |
| 31 Dec, 13 | 81.88% | 1.28% |
| 30 Sep, 13 | 79.84% | 1.32% |
| 30 Jun, 13 | 77.63% | 6.57% |
| 31 Mar, 13 | 34.37% | 2.35% |
| 31 Dec, 12 | 38.23% | 2.53% |
| 30 Sep, 12 | 38.89% | 1.87% |
| 30 Jun, 12 | 45.65% | 2.33% |
| 31 Mar, 12 | 44.27% | 2.58% |
| 31 Dec, 11 | 41.45% | 3.12% |
| 30 Sep, 11 | 36.43% | 2.12% |
| 30 Jun, 11 | 41.43% | 6.54% |
| 31 Mar, 11 | 25.16% | 5.62% |
| 31 Dec, 10 | 21.15% | 5.18% |
| 30 Sep, 10 | 20.21% | 4.33% |
| 30 Jun, 10 | 21.61% | 3.80% |
| 31 Mar, 10 | 23.86% | 3.57% |
| 31 Dec, 09 | 25.86% | 3.51% |
| 30 Sep, 09 | 27.14% | 4.21% |
| 30 Jun, 09 | 25.38% | 2.09% |
| 31 Mar, 09 | 34.89% | 2.21% |
| 31 Dec, 08 | 39.70% | 11.47% |
| 30 Sep, 08 | 18.61% | 8.70% |
| 30 Jun, 08 | 14.62% | 5.32% |
| 31 Mar, 08 | 16.59% | 2.52% |
| 31 Dec, 07 | 25.67% | 0.19% |
| 30 Sep, 07 | 115.87% | 57.42% |
| 30 Jun, 07 | 14.21% | 13.26% |
| 31 Mar, 07 | 10.35% | 3.72% |
| 31 Dec, 06 | 16.68% | 6.60% |
| 30 Sep, 06 | 15.89% | 0.13% |
| 30 Jun, 06 | 110.30% | 42.94% |
| 31 Mar, 06 | 16.03% | 4.73% |
| 31 Dec, 05 | 18.41% | 3.28% |
| 30 Sep, 05 | 23.68% | 15.74% |
| 30 Jun, 05 | 12.26% | 7.67% |
| 31 Mar, 05 | 12.65% | 5.81% |
| 31 Dec, 04 | 14.75% | 15.63% |
| 30 Sep, 04 | 9.71% | 13.19% |
| 30 Jun, 04 | 8.58% | 13.15% |
| 31 Mar, 04 | 8.08% | 23.38% |
| 31 Dec, 03 | 5.88% | 17.59% |
| 30 Sep, 03 | 5.78% | 23.76% |
| 30 Jun, 03 | 4.93% | 21.91% |
| 31 Mar, 03 | 4.74% | 26.81% |
| 31 Dec, 02 | 4.21% | 21.13% |
| 30 Sep, 02 | 4.46% | 15.56% |
| 30 Jun, 02 | 5.35% | 56.72% |
| 31 Mar, 02 | 3.07% | 109.90% |
| 31 Dec, 01 | 1.67% | 51.34% |
| 30 Sep, 01 | 1.80% | 12.41% |
| 30 Jun, 01 | 3.81% | 58.63% |
| 31 Mar, 01 | 2.55% | 101.94% |
| 31 Dec, 00 | 1.58% | 90.07% |
| 30 Sep, 00 | 1.33% | 74.69% |
| 30 Jun, 00 | 1.33% | 70.87% |
| 31 Mar, 00 | 1.37% | 93.67% |
| 31 Dec, 99 | 1.21% | 64.27% |
| 30 Sep, 99 | 1.37% | 46.61% |
| 30 Jun, 99 | 1.72% | 53.21% |
| 31 Mar, 99 | 1.80% | 7429640.82% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, Toll Brothers is held by 24.19% institutional shareholders, representing a 0.32% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 165 | -46.95% |
| 31 Mar, 24 | 311 | 6.51% |
| 31 Dec, 23 | 292 | 10.61% |
| 30 Sep, 23 | 264 | -1.86% |
| 30 Jun, 23 | 269 | 9.35% |
| 31 Mar, 23 | 246 | 7.89% |
| 31 Dec, 22 | 228 | 56.16% |
| 30 Sep, 22 | 146 | -17.05% |
| 30 Jun, 22 | 176 | -23.81% |
| 31 Mar, 22 | 231 | -7.97% |
| 31 Dec, 21 | 251 | 30.73% |
| 30 Sep, 21 | 192 | -8.13% |
| 30 Jun, 21 | 209 | 9.42% |
| 31 Mar, 21 | 191 | 20.13% |
| 31 Dec, 20 | 159 | -10.67% |
| 30 Sep, 20 | 178 | 12.66% |
| 30 Jun, 20 | 158 | 31.67% |
| 31 Mar, 20 | 120 | -30.64% |
| 31 Dec, 19 | 173 | 8.81% |
| 30 Sep, 19 | 159 | 3.25% |
| 30 Jun, 19 | 154 | -23.76% |
| 31 Mar, 19 | 202 | 34.67% |
| 31 Dec, 18 | 150 | -29.58% |
| 30 Sep, 18 | 213 | 18.99% |
| 30 Jun, 18 | 179 | -9.14% |
| 31 Mar, 18 | 197 | -15.45% |
| 31 Dec, 17 | 233 | 14.78% |
| 30 Sep, 17 | 203 | -2.40% |
| 30 Jun, 17 | 208 | 19.54% |
| 31 Mar, 17 | 174 | -8.42% |
| 31 Dec, 16 | 190 | 4.97% |
| 30 Sep, 16 | 181 | -3.21% |
| 30 Jun, 16 | 187 | 1.63% |
| 31 Mar, 16 | 184 | -2.13% |
| 31 Dec, 15 | 188 | -4.08% |
| 30 Sep, 15 | 196 | 10.11% |
| 30 Jun, 15 | 178 | -2.73% |
| 31 Mar, 15 | 183 | 12.27% |
| 31 Dec, 14 | 163 | 1.24% |
| 30 Sep, 14 | 161 | -8.52% |
| 30 Jun, 14 | 176 | 4.76% |
| 31 Mar, 14 | 168 | -7.69% |
| 31 Dec, 13 | 182 | 16.67% |
| 30 Sep, 13 | 156 | -40.00% |
| 30 Jun, 13 | 260 | 205.88% |
| 31 Mar, 13 | 85 | 11.84% |
| 31 Dec, 12 | 76 | -5.00% |
| 30 Sep, 12 | 80 | 15.94% |
| 30 Jun, 12 | 69 | 13.11% |
| 31 Mar, 12 | 61 | -14.08% |
| 31 Dec, 11 | 71 | 20.34% |
| 30 Sep, 11 | 59 | 25.53% |
| 30 Jun, 11 | 47 | 14.63% |
| 31 Mar, 11 | 41 | -6.82% |
| 31 Dec, 10 | 44 | 25.71% |
| 30 Sep, 10 | 35 | -18.60% |
| 30 Jun, 10 | 43 | 7.50% |
| 31 Mar, 10 | 40 | 2.56% |
| 31 Dec, 09 | 39 | -4.88% |
| 30 Sep, 09 | 41 | -22.64% |
| 30 Jun, 09 | 53 | 47.22% |
| 31 Mar, 09 | 36 | -28.00% |
| 31 Dec, 08 | 50 | 6.38% |
| 30 Sep, 08 | 47 | 20.51% |
| 30 Jun, 08 | 39 | -15.22% |
| 31 Mar, 08 | 46 | -6.12% |
| 31 Dec, 07 | 49 | 58.06% |
| 30 Sep, 07 | 31 | -11.43% |
| 30 Jun, 07 | 35 | -20.45% |
| 31 Mar, 07 | 44 | -10.20% |
| 31 Dec, 06 | 49 | 22.50% |
| 30 Sep, 06 | 40 | 5.26% |
| 30 Jun, 06 | 38 | -17.39% |
| 31 Mar, 06 | 46 | 15.00% |
| 31 Dec, 05 | 40 | -42.86% |
| 30 Sep, 05 | 70 | 75.00% |
| 30 Jun, 05 | 40 | -2.44% |
| 31 Mar, 05 | 41 | -6.82% |
| 31 Dec, 04 | 44 | 37.50% |
| 30 Sep, 04 | 32 | 33.33% |
| 30 Jun, 04 | 24 | -31.43% |
| 31 Mar, 04 | 35 | 20.69% |
| 31 Dec, 03 | 29 | - |
| 30 Sep, 03 | 29 | 26.09% |
| 30 Jun, 03 | 23 | 9.52% |
| 31 Mar, 03 | 21 | 23.53% |
| 31 Dec, 02 | 17 | -19.05% |
| 30 Sep, 02 | 21 | -25.00% |
| 30 Jun, 02 | 28 | 21.74% |
| 31 Mar, 02 | 23 | 91.67% |
| 31 Dec, 01 | 12 | 100.00% |
| 30 Sep, 01 | 6 | -68.42% |
| 30 Jun, 01 | 19 | 11.76% |
| 31 Mar, 01 | 17 | 30.77% |
| 31 Dec, 00 | 13 | 44.44% |
| 30 Sep, 00 | 9 | -18.18% |
| 30 Jun, 00 | 11 | 10.00% |
| 31 Mar, 00 | 10 | 25.00% |
| 31 Dec, 99 | 8 | -11.11% |
| 30 Sep, 99 | 9 | 28.57% |
| 30 Jun, 99 | 7 | -22.22% |
| 31 Mar, 99 | 9 | 800.00% |
| 31 Dec, 98 | 1 | - |
165 institutional shareholders have increased their position in TOL stock as of 30 Jun 24 compared to 311 in the previous quarter (a -46.95% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 98 | -59.84% |
| 31 Mar, 24 | 244 | 11.42% |
| 31 Dec, 23 | 219 | 29.59% |
| 30 Sep, 23 | 169 | -7.65% |
| 30 Jun, 23 | 183 | 33.58% |
| 31 Mar, 23 | 137 | -2.14% |
| 31 Dec, 22 | 140 | -15.66% |
| 30 Sep, 22 | 166 | 7.10% |
| 30 Jun, 22 | 155 | 28.10% |
| 31 Mar, 22 | 121 | -10.37% |
| 31 Dec, 21 | 135 | 3.05% |
| 30 Sep, 21 | 131 | 5.65% |
| 30 Jun, 21 | 124 | -7.46% |
| 31 Mar, 21 | 134 | 0.75% |
| 31 Dec, 20 | 133 | -2.92% |
| 30 Sep, 20 | 137 | 3.01% |
| 30 Jun, 20 | 133 | -5.67% |
| 31 Mar, 20 | 141 | 1.44% |
| 31 Dec, 19 | 139 | -13.13% |
| 30 Sep, 19 | 160 | 0.63% |
| 30 Jun, 19 | 159 | 7.43% |
| 31 Mar, 19 | 148 | -18.23% |
| 31 Dec, 18 | 181 | 23.97% |
| 30 Sep, 18 | 146 | -9.32% |
| 30 Jun, 18 | 161 | 2.55% |
| 31 Mar, 18 | 157 | 13.77% |
| 31 Dec, 17 | 138 | 16.95% |
| 30 Sep, 17 | 118 | 4.42% |
| 30 Jun, 17 | 113 | -23.13% |
| 31 Mar, 17 | 147 | 7.30% |
| 31 Dec, 16 | 137 | 10.48% |
| 30 Sep, 16 | 124 | 3.33% |
| 30 Jun, 16 | 120 | -6.25% |
| 31 Mar, 16 | 128 | 4.07% |
| 31 Dec, 15 | 123 | 14.95% |
| 30 Sep, 15 | 107 | -8.55% |
| 30 Jun, 15 | 117 | 6.36% |
| 31 Mar, 15 | 110 | -1.79% |
| 31 Dec, 14 | 112 | 5.66% |
| 30 Sep, 14 | 106 | 4.95% |
| 30 Jun, 14 | 101 | -8.18% |
| 31 Mar, 14 | 110 | -5.98% |
| 31 Dec, 13 | 117 | 4.46% |
| 30 Sep, 13 | 112 | 133.33% |
| 30 Jun, 13 | 48 | 26.32% |
| 31 Mar, 13 | 38 | -11.63% |
| 31 Dec, 12 | 43 | -4.44% |
| 30 Sep, 12 | 45 | 9.76% |
| 30 Jun, 12 | 41 | 13.89% |
| 31 Mar, 12 | 36 | 50.00% |
| 31 Dec, 11 | 24 | 14.29% |
| 30 Sep, 11 | 21 | -8.70% |
| 30 Jun, 11 | 23 | -14.81% |
| 31 Mar, 11 | 27 | 42.11% |
| 31 Dec, 10 | 19 | -20.83% |
| 30 Sep, 10 | 24 | -7.69% |
| 30 Jun, 10 | 26 | 23.81% |
| 31 Mar, 10 | 21 | 31.25% |
| 31 Dec, 09 | 16 | -23.81% |
| 30 Sep, 09 | 21 | 5.00% |
| 30 Jun, 09 | 20 | -16.67% |
| 31 Mar, 09 | 24 | 14.29% |
| 31 Dec, 08 | 21 | - |
| 30 Sep, 08 | 21 | 16.67% |
| 30 Jun, 08 | 18 | -18.18% |
| 31 Mar, 08 | 22 | 46.67% |
| 31 Dec, 07 | 15 | -28.57% |
| 30 Sep, 07 | 21 | -4.55% |
| 30 Jun, 07 | 22 | 10.00% |
| 31 Mar, 07 | 20 | 33.33% |
| 31 Dec, 06 | 15 | -28.57% |
| 30 Sep, 06 | 21 | 16.67% |
| 30 Jun, 06 | 18 | 5.88% |
| 31 Mar, 06 | 17 | -15.00% |
| 31 Dec, 05 | 20 | 233.33% |
| 30 Sep, 05 | 6 | -78.57% |
| 30 Jun, 05 | 28 | 16.67% |
| 31 Mar, 05 | 24 | 84.62% |
| 31 Dec, 04 | 13 | -13.33% |
| 30 Sep, 04 | 15 | -6.25% |
| 30 Jun, 04 | 16 | -15.79% |
| 31 Mar, 04 | 19 | 26.67% |
| 31 Dec, 03 | 15 | 36.36% |
| 30 Sep, 03 | 11 | 57.14% |
| 30 Jun, 03 | 7 | -12.50% |
| 31 Mar, 03 | 8 | 14.29% |
| 31 Dec, 02 | 7 | 40.00% |
| 30 Sep, 02 | 5 | 400.00% |
| 30 Jun, 02 | 1 | -66.67% |
| 31 Mar, 02 | 3 | -25.00% |
| 31 Dec, 01 | 4 | -60.00% |
| 30 Sep, 01 | 10 | 150.00% |
| 30 Jun, 01 | 4 | -20.00% |
| 31 Mar, 01 | 5 | 66.67% |
| 31 Dec, 00 | 3 | -62.50% |
| 30 Sep, 00 | 8 | 100.00% |
| 30 Jun, 00 | 4 | -20.00% |
| 31 Mar, 00 | 5 | 66.67% |
| 31 Dec, 99 | 3 | 50.00% |
| 30 Sep, 99 | 2 | -60.00% |
| 30 Jun, 99 | 5 | 400.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
98 institutional shareholders have reduced their position in TOL stock as of 30 Jun 24 compared to 244 in the previous quarter (a -59.84% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 330 | -51.04% | 25,353,508 | -72.29% | 24.19% | 0.32% | 165 | -46.95% | 98 | -59.84% |
| 31 Mar, 24 | 674 | 10.31% | 91,507,320 | -4.22% | 87.32% | 1.06% | 311 | 6.51% | 244 | 11.42% |
| 31 Dec, 23 | 611 | 12.32% | 95,534,479 | -3.93% | 90.88% | 1.11% | 292 | 10.61% | 219 | 29.59% |
| 30 Sep, 23 | 544 | 1.30% | 99,438,671 | 0.68% | 90.38% | 1.12% | 264 | -1.86% | 169 | -7.65% |
| 30 Jun, 23 | 537 | 15.24% | 98,764,686 | -2.63% | 89.78% | 1.08% | 269 | 9.35% | 183 | 33.58% |
| 31 Mar, 23 | 466 | 2.64% | 101,436,750 | -0.87% | 91.21% | 1.08% | 246 | 7.89% | 137 | -2.14% |
| 31 Dec, 22 | 454 | 13.50% | 102,323,767 | 8.01% | 91.86% | 1.30% | 228 | 56.16% | 140 | -15.66% |
| 30 Sep, 22 | 400 | -1.96% | 94,739,597 | -3.55% | 83.90% | 1.16% | 146 | -17.05% | 166 | 7.10% |
| 30 Jun, 22 | 408 | -4.45% | 98,227,323 | -1.16% | 85.17% | 1.20% | 176 | -23.81% | 155 | 28.10% |
| 31 Mar, 22 | 427 | -10.86% | 99,382,123 | -4.16% | 84.34% | 1.15% | 231 | -7.97% | 121 | -10.37% |
| 31 Dec, 21 | 479 | 10.11% | 103,698,814 | -1.07% | 85.70% | 1.17% | 251 | 30.73% | 135 | 3.05% |
| 30 Sep, 21 | 435 | 0.93% | 104,817,497 | -2.16% | 85.76% | 1.15% | 192 | -8.13% | 131 | 5.65% |
| 30 Jun, 21 | 431 | 3.86% | 107,134,518 | -2.38% | 86.52% | 1.11% | 209 | 9.42% | 124 | -7.46% |
| 31 Mar, 21 | 415 | 7.24% | 109,751,134 | 1.94% | 88.30% | 1.21% | 191 | 20.13% | 134 | 0.75% |
| 31 Dec, 20 | 387 | -2.52% | 107,662,061 | -2.11% | 85.41% | 1.19% | 159 | -10.67% | 133 | -2.92% |
| 30 Sep, 20 | 397 | 8.77% | 109,984,677 | 5.28% | 84.54% | 1.24% | 178 | 12.66% | 137 | 3.01% |
| 30 Jun, 20 | 365 | 13.35% | 104,471,314 | -0.52% | 82.44% | 1.23% | 158 | 31.67% | 133 | -5.67% |
| 31 Mar, 20 | 322 | -19.50% | 105,019,867 | -8.27% | 81.92% | 1.19% | 120 | -30.64% | 141 | 1.44% |
| 31 Dec, 19 | 400 | -3.38% | 114,486,463 | -3.44% | 82.87% | 1.19% | 173 | 8.81% | 139 | -13.13% |
| 30 Sep, 19 | 414 | 5.88% | 118,568,830 | 0.42% | 83.55% | 1.26% | 159 | 3.25% | 160 | 0.63% |
| 30 Jun, 19 | 391 | -6.90% | 118,067,717 | 1.14% | 81.57% | 1.29% | 154 | -23.76% | 159 | 7.43% |
| 31 Mar, 19 | 420 | 3.19% | 116,740,561 | -1.94% | 79.62% | 1.21% | 202 | 34.67% | 148 | -18.23% |
| 31 Dec, 18 | 407 | -10.94% | 119,051,039 | -4.86% | 81.12% | 1.20% | 150 | -29.58% | 181 | 23.97% |
| 30 Sep, 18 | 457 | 4.82% | 125,137,315 | 2.23% | 82.34% | 1.26% | 213 | 18.99% | 146 | -9.32% |
| 30 Jun, 18 | 436 | -2.46% | 122,409,488 | -5.83% | 80.93% | 1.12% | 179 | -9.14% | 161 | 2.55% |
| 31 Mar, 18 | 447 | -6.29% | 129,983,780 | -1.84% | 85.11% | 1.18% | 197 | -15.45% | 157 | 13.77% |
| 31 Dec, 17 | 477 | 12.77% | 132,415,956 | -2.59% | 84.95% | 1.17% | 233 | 14.78% | 138 | 16.95% |
| 30 Sep, 17 | 423 | 1.68% | 135,935,741 | 2.16% | 85.32% | 1.29% | 203 | -2.40% | 118 | 4.42% |
| 30 Jun, 17 | 416 | 2.21% | 133,058,719 | 0.18% | 81.39% | 1.23% | 208 | 19.54% | 113 | -23.13% |
| 31 Mar, 17 | 407 | 0.49% | 132,820,624 | 1.06% | 81.24% | 1.24% | 174 | -8.42% | 147 | 7.30% |
| 31 Dec, 16 | 405 | 2.27% | 131,430,312 | 1.90% | 80.84% | 1.31% | 190 | 4.97% | 137 | 10.48% |
| 30 Sep, 16 | 396 | 3.94% | 128,983,410 | 0.32% | 78.66% | 1.31% | 181 | -3.21% | 124 | 3.33% |
| 30 Jun, 16 | 381 | -2.81% | 128,578,248 | -4.54% | 77.49% | 1.22% | 187 | 1.63% | 120 | -6.25% |
| 31 Mar, 16 | 392 | -4.39% | 134,690,060 | -2.99% | 79.72% | 1.25% | 184 | -2.13% | 128 | 4.07% |
| 31 Dec, 15 | 410 | 0.24% | 138,843,150 | -1.96% | 79.70% | 1.24% | 188 | -4.08% | 123 | 14.95% |
| 30 Sep, 15 | 409 | 4.34% | 141,625,309 | -0.08% | 80.30% | 1.25% | 196 | 10.11% | 107 | -8.55% |
| 30 Jun, 15 | 392 | 1.55% | 141,738,646 | -5.77% | 80.17% | 1.10% | 178 | -2.73% | 117 | 6.36% |
| 31 Mar, 15 | 386 | 4.04% | 150,412,376 | 4.11% | 85.24% | 1.27% | 183 | 12.27% | 110 | -1.79% |
| 31 Dec, 14 | 371 | 2.77% | 144,480,715 | -1.91% | 82.06% | 1.19% | 163 | 1.24% | 112 | 5.66% |
| 30 Sep, 14 | 361 | -3.73% | 147,301,046 | 0.52% | 82.97% | 1.23% | 161 | -8.52% | 106 | 4.95% |
| 30 Jun, 14 | 375 | 1.08% | 146,538,083 | -1.08% | 82.22% | 1.19% | 176 | 4.76% | 101 | -8.18% |
| 31 Mar, 14 | 371 | -0.80% | 148,137,986 | 2.51% | 83.19% | 1.24% | 168 | -7.69% | 110 | -5.98% |
| 31 Dec, 13 | 374 | 5.95% | 144,505,382 | 6.83% | 81.88% | 1.28% | 182 | 16.67% | 117 | 4.46% |
| 30 Sep, 13 | 353 | -2.75% | 135,272,852 | 2.94% | 79.84% | 1.32% | 156 | -40.00% | 112 | 133.33% |
| 30 Jun, 13 | 363 | 143.62% | 131,408,486 | 125.76% | 77.63% | 6.57% | 260 | 205.88% | 48 | 26.32% |
| 31 Mar, 13 | 149 | -1.97% | 58,207,690 | -9.93% | 34.37% | 2.35% | 85 | 11.84% | 38 | -11.63% |
| 31 Dec, 12 | 152 | -4.40% | 64,625,881 | -1.34% | 38.23% | 2.53% | 76 | -5.00% | 43 | -4.44% |
| 30 Sep, 12 | 159 | 17.78% | 65,504,622 | -14.42% | 38.89% | 1.87% | 80 | 15.94% | 45 | 9.76% |
| 30 Jun, 12 | 135 | 9.76% | 76,546,017 | 3.53% | 45.65% | 2.33% | 69 | 13.11% | 41 | 13.89% |
| 31 Mar, 12 | 123 | 7.89% | 73,934,009 | 7.24% | 44.27% | 2.58% | 61 | -14.08% | 36 | 50.00% |
| 31 Dec, 11 | 114 | 16.33% | 68,943,092 | 13.24% | 41.45% | 3.12% | 71 | 20.34% | 24 | 14.29% |
| 30 Sep, 11 | 98 | 5.38% | 60,884,265 | -12.57% | 36.43% | 2.12% | 59 | 25.53% | 21 | -8.70% |
| 30 Jun, 11 | 93 | 3.33% | 69,637,027 | 65.82% | 41.43% | 6.54% | 47 | 14.63% | 23 | -14.81% |
| 31 Mar, 11 | 90 | 3.45% | 41,995,892 | 19.11% | 25.16% | 5.62% | 41 | -6.82% | 27 | 42.11% |
| 31 Dec, 10 | 87 | 7.41% | 35,259,175 | 4.67% | 21.15% | 5.18% | 44 | 25.71% | 19 | -20.83% |
| 30 Sep, 10 | 81 | - | 33,687,381 | -5.96% | 20.21% | 4.33% | 35 | -18.60% | 24 | -7.69% |
| 30 Jun, 10 | 81 | 5.19% | 35,822,609 | -9.23% | 21.61% | 3.80% | 43 | 7.50% | 26 | 23.81% |
| 31 Mar, 10 | 77 | 5.48% | 39,467,063 | -7.65% | 23.86% | 3.57% | 40 | 2.56% | 21 | 31.25% |
| 31 Dec, 09 | 73 | -6.41% | 42,737,445 | -3.48% | 25.86% | 3.51% | 39 | -4.88% | 16 | -23.81% |
| 30 Sep, 09 | 78 | -10.34% | 44,278,017 | 8.18% | 27.14% | 4.21% | 41 | -22.64% | 21 | 5.00% |
| 30 Jun, 09 | 87 | 24.29% | 40,928,161 | -27.19% | 25.38% | 2.09% | 53 | 47.22% | 20 | -16.67% |
| 31 Mar, 09 | 70 | -16.67% | 56,214,462 | -11.89% | 34.89% | 2.21% | 36 | -28.00% | 24 | 14.29% |
| 31 Dec, 08 | 84 | -3.45% | 63,802,811 | 114.66% | 39.70% | 11.47% | 50 | 6.38% | 21 | - |
| 30 Sep, 08 | 87 | 22.54% | 29,722,668 | 28.02% | 18.61% | 8.70% | 47 | 20.51% | 21 | 16.67% |
| 30 Jun, 08 | 71 | -11.25% | 23,216,878 | -11.76% | 14.62% | 5.32% | 39 | -15.22% | 18 | -18.18% |
| 31 Mar, 08 | 80 | 8.11% | 26,309,858 | -35.05% | 16.59% | 2.52% | 46 | -6.12% | 22 | 46.67% |
| 31 Dec, 07 | 74 | 19.35% | 40,506,729 | -77.70% | 25.67% | 0.19% | 49 | 58.06% | 15 | -28.57% |
| 30 Sep, 07 | 62 | -12.68% | 181,673,510 | 722.15% | 115.87% | 57.42% | 31 | -11.43% | 21 | -4.55% |
| 30 Jun, 07 | 71 | -7.79% | 22,097,267 | 37.99% | 14.21% | 13.26% | 35 | -20.45% | 22 | 10.00% |
| 31 Mar, 07 | 77 | - | 16,013,877 | -37.76% | 10.35% | 3.72% | 44 | -10.20% | 20 | 33.33% |
| 31 Dec, 06 | 77 | 13.24% | 25,729,435 | 4.91% | 16.68% | 6.60% | 49 | 22.50% | 15 | -28.57% |
| 30 Sep, 06 | 68 | 7.94% | 24,524,569 | -85.54% | 15.89% | 0.13% | 40 | 5.26% | 21 | 16.67% |
| 30 Jun, 06 | 63 | -11.27% | 169,563,915 | 583.62% | 110.30% | 42.94% | 38 | -17.39% | 18 | 5.88% |
| 31 Mar, 06 | 71 | -2.74% | 24,803,731 | -13.10% | 16.03% | 4.73% | 46 | 15.00% | 17 | -15.00% |
| 31 Dec, 05 | 73 | -10.98% | 28,543,982 | -21.86% | 18.41% | 3.28% | 40 | -42.86% | 20 | 233.33% |
| 30 Sep, 05 | 82 | 3.80% | 36,528,525 | 91.83% | 23.68% | 15.74% | 70 | 75.00% | 6 | -78.57% |
| 30 Jun, 05 | 79 | 6.76% | 19,042,154 | -2.62% | 12.26% | 7.67% | 40 | -2.44% | 28 | 16.67% |
| 31 Mar, 05 | 74 | 4.23% | 19,555,361 | -12.57% | 12.65% | 5.81% | 41 | -6.82% | 24 | 84.62% |
| 31 Dec, 04 | 71 | 31.48% | 22,367,839 | 54.89% | 14.75% | 15.63% | 44 | 37.50% | 13 | -13.33% |
| 30 Sep, 04 | 54 | 14.89% | 14,440,820 | 13.15% | 9.71% | 13.19% | 32 | 33.33% | 15 | -6.25% |
| 30 Jun, 04 | 47 | -18.97% | 12,762,877 | 6.18% | 8.58% | 13.15% | 24 | -31.43% | 16 | -15.79% |
| 31 Mar, 04 | 58 | 16.00% | 12,020,400 | 38.48% | 8.08% | 23.38% | 35 | 20.69% | 19 | 26.67% |
| 31 Dec, 03 | 50 | 8.70% | 8,680,530 | 6.25% | 5.88% | 17.59% | 29 | - | 15 | 36.36% |
| 30 Sep, 03 | 46 | 27.78% | 8,169,565 | 18.57% | 5.78% | 23.76% | 29 | 26.09% | 11 | 57.14% |
| 30 Jun, 03 | 36 | 5.88% | 6,890,044 | 3.94% | 4.93% | 21.91% | 23 | 9.52% | 7 | -12.50% |
| 31 Mar, 03 | 34 | 13.33% | 6,628,686 | 11.90% | 4.74% | 26.81% | 21 | 23.53% | 8 | 14.29% |
| 31 Dec, 02 | 30 | - | 5,923,517 | -5.72% | 4.21% | 21.13% | 17 | -19.05% | 7 | 40.00% |
| 30 Sep, 02 | 30 | - | 6,283,045 | -17.18% | 4.46% | 15.56% | 21 | -25.00% | 5 | 400.00% |
| 30 Jun, 02 | 30 | 11.11% | 7,586,104 | 74.24% | 5.35% | 56.72% | 28 | 21.74% | 1 | -66.67% |
| 31 Mar, 02 | 27 | 58.82% | 4,353,714 | 85.98% | 3.07% | 109.90% | 23 | 91.67% | 3 | -25.00% |
| 31 Dec, 01 | 17 | -10.53% | 2,340,956 | -7.35% | 1.67% | 51.34% | 12 | 100.00% | 4 | -60.00% |
| 30 Sep, 01 | 19 | -24.00% | 2,526,555 | -53.79% | 1.80% | 12.41% | 6 | -68.42% | 10 | 150.00% |
| 30 Jun, 01 | 25 | 4.17% | 5,467,386 | 47.12% | 3.81% | 58.63% | 19 | 11.76% | 4 | -20.00% |
| 31 Mar, 01 | 24 | 20.00% | 3,716,243 | 62.42% | 2.55% | 101.94% | 17 | 30.77% | 5 | 66.67% |
| 31 Dec, 00 | 20 | 5.26% | 2,288,014 | 19.36% | 1.58% | 90.07% | 13 | 44.44% | 3 | -62.50% |
| 30 Sep, 00 | 19 | 18.75% | 1,916,963 | -0.46% | 1.33% | 74.69% | 9 | -18.18% | 8 | 100.00% |
| 30 Jun, 00 | 16 | - | 1,925,816 | -3.51% | 1.33% | 70.87% | 11 | 10.00% | 4 | -20.00% |
| 31 Mar, 00 | 16 | 14.29% | 1,995,855 | 13.08% | 1.37% | 93.67% | 10 | 25.00% | 5 | 66.67% |
| 31 Dec, 99 | 14 | 16.67% | 1,764,957 | -12.34% | 1.21% | 64.27% | 8 | -11.11% | 3 | 50.00% |
| 30 Sep, 99 | 12 | -7.69% | 2,013,516 | -20.07% | 1.37% | 46.61% | 9 | 28.57% | 2 | -60.00% |
| 30 Jun, 99 | 13 | 30.00% | 2,519,089 | -4.78% | 1.72% | 53.21% | 7 | -22.22% | 5 | 400.00% |
| 31 Mar, 99 | 10 | 900.00% | 2,645,462 | 36164.04% | 1.80% | 7429640.82% | 9 | 800.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 7,295 | - | 0.00% | - | 1 | - | - | - |
Toll Brothers Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Toll Brothers's stock was made by Connor Martin P. on Jun 13 2024, selling 3,806 shares at $121.84 per share (valued at $463.73K).
Toll Brothers Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 6 | - |
| Q1 2024 | 8 | 19 | 42.11% |
| Q4 2023 | 30 | 32 | 93.75% |
| Q3 2023 | 4 | 11 | 36.36% |
| Q2 2023 | 6 | 19 | 31.58% |
| Q1 2023 | 11 | 19 | 57.89% |
| Q4 2022 | 27 | 22 | 122.73% |
| Q1 2022 | 10 | 12 | 83.33% |
| Q4 2021 | 26 | 27 | 96.30% |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 2 | 19 | 10.53% |
| Q1 2021 | 20 | 55 | 36.36% |
| Q4 2020 | 27 | 16 | 168.75% |
| Q3 2020 | 11 | 33 | 33.33% |
| Q2 2020 | 1 | 3 | 33.33% |
| Q1 2020 | 18 | 19 | 94.74% |
| Q4 2019 | 21 | 15 | 140.00% |
| Q3 2019 | 6 | 18 | 33.33% |
| Q2 2019 | 4 | 8 | 50.00% |
| Q1 2019 | 12 | 20 | 60.00% |
0 total buy trades, and 6 total sell trades (buy/sell ratio of 0.00%) were made by Toll Brothers's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 5 | - |
| Q1 2024 | - | 8 | - |
| Q4 2023 | - | 9 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | - | 12 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | 8 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 9 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 13 | - |
| Q1 2021 | - | 33 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 19 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 3 | 1 | 300.00% |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 12 | - |
| Q2 2019 | - | 4 | - |
| Q1 2019 | - | 5 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of Toll Brothers's stocks.
TOL Ownership FAQ
Who Owns Toll Brothers?
Toll Brothers is owned by institutional shareholders (24.19%), insiders (1.10%), and public (74.70%). The largest institutional shareholder of Toll Brothers is BLACKROCK INC. (12.12% of total shares) and the top mutual fund owner is AGF Investments Trust (0.76% of total shares).
Who are the major institutional shareholders of Toll Brothers?
Toll Brothers's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, GREENHAVEN ASSOCIATES INC, STATE STREET CORP, and CAPITAL WORLD INVESTORS. The top five shareholders own together 34.17% of the company's share outstanding.
How many Toll Brothers shareholders are there?
As of Jun 2024, there are 330 institutional shareholders of Toll Brothers.
What percentage of Toll Brothers is owned by BLACKROCK INC?
BLACKROCK INC owns 12.7M shares of Toll Brothers, representing 12.12% of the company's total shares outstanding, valued at $1.46B (as of Jun 2024).
What percentage of Toll Brothers is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 10.68M shares of Toll Brothers (TOL), compromising 10.19% of the company, valued at $1.23B.
What percentage of Toll Brothers is owned by GREENHAVEN ASSOCIATES INC?
GREENHAVEN ASSOCIATES INC is the third largest holder of Toll Brothers. The company owns 5.57M of the company's shares outstanding (worth $641.07M).