Toll Brothers, Inc.
MX ˙ BMV ˙ US8894781033
SecurityMX:TOL / Toll Brothers, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership100,181 shares
Latest Disclosed Value $ 13,671,661
Lyell Wealth Management, Lp reports 4.74% increase in ownership of TOL / Toll Brothers, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 100,181 shares of Toll Brothers, Inc. (MX:TOL) valued at $13,671,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 95,644 shares of Toll Brothers, Inc.. This represents a change in shares of 4.74% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F TOLL BROTHERS INC COM Stock 889478103 100,181 4,537 4.74 13,672 5.71 1.0047
2026-02-11 2025-12-31 13F TOLL BROTHERS INC COM Stock 889478103 95,644 4,147 4.53 12,933 2.32 0.9365
2025-11-06 2025-09-30 13F TOLL BROTHERS INC COM Stock 889478103 91,497 14,319 18.55 12,639 43.49 0.9388
2025-07-29 2025-06-30 13F TOLL BROTHERS INC COM Stock 889478103 77,178 8,276 12.01 8,808 21.07 0.6957
2025-05-08 2025-03-31 13F TOLL BROTHERS INC COM Stock 889478103 68,902 21,553 45.52 7,275 22.00 0.6801
2025-02-03 2024-12-31 13F TOLL BROTHERS INC COM Stock 889478103 47,349 41,299 682.63 5,964 538.44 0.5346
2024-10-23 2024-09-30 13F TOLL BROTHERS INC COM Stock 889478103 6,050 0 0.00 935 34.20 0.0850
2024-08-08 2024-06-30 13F TOLL BROTHERS INC COM Stock 889478103 6,050 0 0.00 697 -11.00 0.0665
2024-05-03 2024-03-31 13F TOLL BROTHERS INC COM Stock 889478103 6,050 0 0.00 783 25.93 0.0796
2024-02-02 2023-12-31 13F TOLL BROTHERS INC COM Stock 889478103 6,050 0 0.00 622 38.93 0.0707
2023-10-31 2023-09-30 13F TOLL BROTHERS INC COM Stock 889478103 6,050 0 0.00 447 -6.49 0.0602
2023-08-04 2023-06-30 13F TOLL BROTHERS INC COM Stock 889478103 6,050 150 2.54 478 35.03 0.0611
2023-05-03 2023-03-31 13F TOLL BROTHERS INC COM Stock 889478103 5,900 0 0.00 354 20.41 0.0496
2023-01-24 2022-12-31 13F TOLL BROTHERS INC COM Stock 889478103 5,900 0 0.00 295 18.55 0.0465
2022-10-24 2022-09-30 13F TOLL BROTHERS INC COM Stock 889478103 5,900 900 18.00 248 11.21 0.0422
2022-07-28 2022-06-30 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 223 -5.11 0.0364
2022-05-04 2022-03-31 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 235 -35.08 0.0302
2022-02-08 2021-12-31 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 362 31.16 0.0413
2021-11-10 2021-09-30 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 276 -4.50 0.0336
2021-08-09 2021-06-30 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 289 1.76 0.0358
2021-05-07 2021-03-31 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 284 30.88 0.0414
2021-02-04 2020-12-31 13F TOLL BROTHERS COM 889478103 5,000 0 0.00 217 -10.70 0.0347
2020-11-04 2020-09-30 13F TOLL BROTHERS COM 889478103 5,000 5,000 243 0.0455
2020-02-05 2019-12-31 13F TOLL BROTHERS COM 889478103 0 -5,450 -100.00 0 -100.00
2019-11-06 2019-09-30 13F TOLL BROTHERS COM 889478103 5,450 -50 -0.91 224 11.44 0.0673
2019-08-01 2019-06-30 13F TOLL BROTHERS COM 889478103 5,500 5,500 201 0.0606
2019-02-09 2018-12-31 13F Toll Brothers COM 889478103 0 -24,465 -100.00 0 -100.00
2018-10-30 2018-09-30 13F Toll Brothers COM 889478103 24,465 -20,475 -45.56 808 -51.38 0.2720
2018-07-27 2018-06-30 13F Toll Brothers COM 889478103 44,940 -47,600 -51.44 1,662 -58.47 0.6075
2018-05-04 2018-03-31 13F Toll Brothers COM 889478103 92,540 -3,015 -3.16 4,002 -12.79 1.4806
2018-01-30 2017-12-31 13F Toll Brothers COM 889478103 95,555 6,305 7.06 4,589 23.99 1.8226
2017-10-26 2017-09-30 13F Toll Brothers COM 889478103 89,250 2,625 3.03 3,701 8.12 1.5983
2017-07-27 2017-06-30 13F Toll Brothers COM 889478103 86,625 6,790 8.51 3,423 18.73 1.6658
2017-05-08 2017-03-31 13F Toll Brothers Equity 889478103 79,835 2,765 3.59 2,883 20.68 1.5600
2017-02-13 2016-12-31 13F Toll Brothers Common Stock 889478103 77,070 77,070 2,389 1.4843
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.