Toll Brothers Ownership | Who Owns Toll Brothers?
Toll Brothers Ownership Summary
Toll Brothers is owned by 84.69% institutional investors, 0.57% insiders, and 14.74% retail investors. Blackrock is the largest institutional shareholder, holding 12.12% of TOL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.21% of its assets in Toll Brothers shares.
TOL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Toll Brothers | 84.69% | 0.57% | 14.74% |
Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
Industry | Residential Construction Stocks | 80.25% | 8.96% | 10.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 12.70M | 12.12% | $1.46B |
Vanguard group | 10.68M | 10.19% | $1.23B |
Greenhaven associates | 5.57M | 5.31% | $641.07M |
State street | 3.62M | 3.45% | $416.90M |
Capital world investors | 3.25M | 3.10% | $374.00M |
Dimensional fund advisors lp | 2.70M | 2.58% | $310.93M |
Massachusetts financial services co /ma/ | 2.14M | 2.04% | $246.05M |
Pacer advisors | 2.10M | 2.00% | $241.38M |
Geode capital management | 2.07M | 1.98% | $238.85M |
Invesco | 1.96M | 1.87% | $225.21M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Greenhaven associates | 5.57M | 8.42% | $641.07M |
Riverstone advisors | 104.44K | 7.39% | $12.03M |
Jackson hill advisors | 89.00K | 5.62% | $10.25M |
140 summer partners lp | 312.24K | 4.33% | $35.96M |
Sib | 67.95K | 4.17% | $7.83M |
Marsico capital management | 755.19K | 2.60% | $86.98M |
Consolidated capital management | 39.23K | 2.16% | $4.52M |
Globeflex capital l p | 163.12K | 1.96% | $18.79M |
Basswood capital management | 244.77K | 1.83% | $28.19M |
Gardner lewis asset management l p | 51.39K | 1.62% | $5.92M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.19M | 0.02% | 1.19M |
Pacer advisors | 2.10M | 0.55% | 541.14K |
Point72 asset management | 963.65K | 0.29% | 431.16K |
Cibc private wealth group | 338.62K | 0.07% | 338.52K |
Blackrock | 12.70M | 0.03% | 294.50K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Massachusetts financial services co /ma/ | 2.14M | 0.08% | -933.06K |
Bamco inc /ny/ | 1.08M | 0.36% | -715.93K |
Holocene advisors, lp | - | - | -713.85K |
Los angeles capital management | 12.96K | 0.01% | -593.78K |
Arrowstreet capital, limited partnership | 193.28K | 0.02% | -515.70K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.19M | 0.02% | 1.19M | $137.11M |
Jacobs levy equity management | 164.68K | 0.08% | 164.68K | $18.97M |
Anchor capital advisors | 154.02K | 0.50% | 154.02K | $17.74M |
Corebridge financial | 131.76K | 0.08% | 131.76K | $15.18M |
Distillate capital partners | 124.88K | 0.76% | 124.88K | $14.38M |
Sold Out
Holder | Change |
---|---|
Mv capital management | -1.00 |
Harbor investment advisory | -3.00 |
Newbridge financial services group | -6.00 |
Zions bancorporation, n.a. | -20.00 |
Hexagon capital partners | -24.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 740 | 7.87% | 87,217,709 | -2.34% | 84 | 1.17% | 370 | 13.85% | 235 | 0.86% |
Jun 30, 2024 | 680 | 0.89% | 89,283,591 | -2.37% | 85 | 1.12% | 322 | 3.87% | 232 | -4.92% |
Mar 31, 2024 | 674 | 9.95% | 91,455,110 | -4.29% | 87 | 1.06% | 310 | 5.80% | 244 | 10.91% |
Dec 31, 2023 | 613 | 12.48% | 95,551,864 | -3.91% | 90 | 1.11% | 293 | 10.98% | 220 | 30.18% |
Sep 30, 2023 | 545 | 1.11% | 99,439,036 | -0.57% | 90 | 1.09% | 264 | -2.22% | 169 | -8.15% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 3.24M | 3.21% | -10.94K |
iShares Core S&P Mid-Cap ETF | 3.23M | 3.20% | 1.74K |
Vanguard Small Cap Index | 2.58M | 2.55% | 5.05K |
American Funds SMALLCAP World A | 1.93M | 1.91% | - |
Vanguard Small Cap Value Index Inv | 1.74M | 1.72% | -600.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 1.53M | 1.52% | -57.56K |
MFS Mid Cap Value A | 1.33M | 1.31% | -5.46K |
Capital Group Growth Fnd of Amer Comp | 1.30M | 1.29% | - |
American Funds Growth Fund of Amer A | 1.30M | 1.29% | - |
iShares US Home Construction ETF | 980.86K | 0.97% | -3.43K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 16, 2024 | Yearley Douglas C. Jr. | Chief Executive Officer | Sell | $3.96M |
Sep 27, 2024 | Yearley Douglas C. Jr. | Chief Executive Officer | Sell | $3.85M |
Sep 27, 2024 | Yearley Douglas C. Jr. | Chief Executive Officer | Sell | $3.88M |
Sep 27, 2024 | Connor Martin P. | Chief Financial Officer | Sell | $777.21K |
Sep 26, 2024 | McLean John A | - | Sell | $151.10K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 15 |
2024 Q2 | - | 5 |
2024 Q1 | - | 8 |
2023 Q4 | - | 9 |
TOL Ownership FAQ
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