Toll Brothers Ownership | Who Owns Toll Brothers?

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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. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% 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	59.49%	12.59%	27.92%
Industry	Residential Construction Stocks	81.54%	8.95%	9.52%

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
iShares Core S&P Mid-Cap ETF	3.30M	3.26%	6.49K
Vanguard Total Stock Mkt Idx Inv	3.24M	3.21%	-10.94K
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	1.52M	1.51%	-9.23K
MFS Mid Cap Value A	1.33M	1.31%	-
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	991.15K	0.98%	3.43K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	SHAPIRO PAUL E	-	Sell	$514.70K
Oct 16, 2024	Yearley Douglas C. Jr.	Chief Executive Officer	Sell	$3.96M
Sep 27, 2024	Yearley Douglas C. Jr.	Chief Executive Officer	Sell	$3.88M
Sep 27, 2024	Yearley Douglas C. Jr.	Chief Executive Officer	Sell	$3.85M
Sep 27, 2024	Connor Martin P.	Chief Financial Officer	Sell	$777.21K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	15
2024 Q2	-	5
2024 Q1	-	8
2023 Q4	-	9

TOL Ownership FAQ

Who Owns Toll Brothers?

Toll Brothers shareholders are primarily institutional investors at 84.69%, followed by 0.57% insiders and 14.74% retail investors. The average institutional ownership in Toll Brothers's industry, Residential Construction Stocks , is 81.54%, which Toll Brothers exceeds.

Who owns the most shares of Toll Brothers?

Toll Brothers’s largest shareholders are Blackrock (12.7M shares, 12.12%), Vanguard group (10.68M shares, 10.19%), and Greenhaven associates (5.57M shares, 5.31%). Together, they hold 27.62% of Toll Brothers’s total shares outstanding.

Does Blackrock own Toll Brothers?

Yes, BlackRock owns 12.12% of Toll Brothers, totaling 12.7M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.46B$. In the last quarter, BlackRock increased its holdings by 294.5K shares, a 2.37% change.

Who is Toll Brothers’s biggest shareholder by percentage of total assets invested?

Greenhaven associates is Toll Brothers’s biggest shareholder by percentage of total assets invested, with 8.42% of its assets in 5.57M Toll Brothers shares, valued at 641.07M$.

Who is the top mutual fund holder of Toll Brothers shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Toll Brothers shares, with 3.26% of its total shares outstanding invested in 3.3M Toll Brothers shares.

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