Fund shareholders of Toll Brothers Inc
ISIN US8894781033 · United States · LEI 529900JB6IS9MSZGVR44
- Fund shareholders
- 493
- Of which ETFs
- 137 356 other funds
- Value held
- 5.2B $ 38M SEK
- Share of capital
- 39.8 % of 93.5M shares on May 27, 2026
493 funds hold this company. This table lists the 490 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,333 | 181.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 1,314 | 186.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 1,283 | 182.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,271 | 199.9K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 1,271 | 173.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 1,270 | 199.7K $ | 1.76 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,262 | 172.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,220 | 173.4K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 1,165 | 165.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 1,161 | 182.6K $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 1,145 | 156.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,133 | 154.6K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,100 | 150.1K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 1,075 | 152.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 1,051 | 143.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 1,042 | 142.2K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 1,000 | 142.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 966 | 137.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust | 915 | 143.9K $ | 0.88 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 900 | 127.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 875 | 119.4K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 868 | 123.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 851 | 116.1K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 819 | 111.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 809 | 127.2K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust | 801 | 113.9K $ | 1.89 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 792 | 108.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 759 | 107.9K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 746 | 101.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 741 | 101.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. | 723 | 98.7K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 717 | 97.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 675 | 106.1K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 654 | 93K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 652 | 89K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 633 | 99.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 613 | 96.4K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 603 | 94.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 595 | 81.2K $ | 0.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 590 | 80.5K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 578 | 90.9K $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 578 | 78.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. | 574 | 78.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 537 | 73.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 534 | 75.9K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 525 | 74.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Strategic Global Bond Fund, Inc. BlackRock Strategic Global Bond Fund, Inc. | 525 | 71.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 515 | 70.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 507 | 79.7K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 506 | 79.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 451 | 61.5K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 438 | 59.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 437 | 62.1K $ | 0.44 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 435 | 61.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 429 | 58.5K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 407 | 55.5K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 401 | 54.7K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 391 | 53.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 387 | 52.8K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 386 | 54.9K $ | 0.39 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 386 | 52.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 359 | 49K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 337 | 53K $ | 0.07 % | 0.00 % | as of Feb 27, 2026 ↗ |
| GMO Benchmark-Free Fund GMO TRUST | 334 | 52.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GMO U.S. Value ETF GMO ETF Trust | 317 | 49.8K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 317 | 43.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 280 | 38.2K $ | 0.54 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust | 277 | 39.4K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 269 | 36.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 266 | 36.3K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 262 | 35.8K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 250 | 39.3K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| William Blair Mid Cap Value Fund WILLIAM BLAIR FUNDS | 222 | 30.3K $ | 2.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 197 | 26.9K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 182 | 25.9K $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 178 | 25.3K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 177 | 24.2K $ | 1.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 138 | 19.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 136 | 18.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 127 | 18.1K $ | 0.73 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 101 | 13.8K $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 100 | 14.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 94 | 13.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 87 | 12.4K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 79 | 11.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 79 | 10.8K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 72 | 9.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 71 | 9.7K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 69 | 10.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 67 | 9.1K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares U.S. Home Construction ETF iShares Trust | 5.25 % | as of Mar 31, 2026 ↗ |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 4.26 % | as of Feb 28, 2026 ↗ |
| Baron Real Estate Fund BARON SELECT FUNDS | 4.03 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Homebuilders & Supplies Bull 3X Shares Direxion Shares ETF Trust | 3.96 % | as of Apr 30, 2026 ↗ |
| PGIM Jennison Focused Value ETF PGIM ETF Trust | 3.87 % | as of Feb 27, 2026 ↗ |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 3.54 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 3.33 % | as of Mar 31, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.20 % | as of Apr 30, 2026 ↗ |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 3.18 % | as of Feb 28, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 2.94 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 489 | +20 | 37,192,877 | -2.0 % |
| 2026Q1 | 469 | -11 | 37,950,968 | +1.9 % |
| 2025Q4 | 480 | -12 | 37,258,175 | -0.4 % |
| 2025Q3 | 492 | -13 | 37,423,877 | +0.3 % |
| 2025Q2 | 505 | -16 | 37,322,744 | -4.2 % |
| 2025Q1 | 521 | -35 | 38,944,002 | -2.5 % |
| 2024Q4 | 556 | +3 | 39,945,216 | -5.6 % |
| 2024Q3 | 553 | +26 | 42,331,505 | -3.6 % |
| 2024Q2 | 527 | +17 | 43,905,416 | -6.8 % |
| 2024Q1 | 510 | +38 | 47,124,578 | -1.6 % |
| 2023Q4 | 472 | 47,900,037 |
Institutional managers
767 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,949,088 | 1.4B $ | as of Mar 31, 2026 |
| GREENHAVEN ASSOCIATES INC | 5,645,309 | 770.4M $ | as of Mar 31, 2026 |
| Capital World Investors | 5,207,777 | 710.7M $ | as of Mar 31, 2026 |
| FMR LLC | 3,505,038 | 478.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,359,665 | 458.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,990,447 | 408.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,379,639 | 324.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,766,487 | 238M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 1,418,543 | 193.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,336,278 | 182.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,273,748 | 173.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,132,636 | 154.6M $ | as of Mar 31, 2026 |
| Holocene Advisors, LP | 1,059,585 | 144.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,032,910 | 141M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 932,031 | 127.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 855,583 | 116.8M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 819,359 | 111.8K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 814,317 | 111.1M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 809,565 | 110.5M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 762,752 | 104.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 751,404 | 102.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 728,104 | 99.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 598,128 | 81.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 535,716 | 69.9M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 528,903 | 72.2M $ | as of Mar 31, 2026 |
Declared shareholders of Toll Brothers Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.25 % | 4,977,098 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Toll Brothers Inc". https://titelia.com/en/stocks/toll-brothers-inc-US8894781033