Skip to main content

Pool Corp

POOL
Exchange
Nasdaq
Industry
Wholesale-Misc Durable Goods
SEC CIK
0000945841

No open-market purchases or sales by Pool Corp insiders were filed in the last 90 days; 617 institutions reported holding it in 13F filings for Q2 2026, worth $8.63B in total; superinvestors Weitz Investment Management and Chou Associates hold it.

13F holders, Q4 2022

Institutional positions in Pool Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
663
+25 vs. Q3 2022
Shares held
39.2M
−60.7K (−0.2%) vs. Q3 2022
Total value
$11.9B
−$636.2M (−5.1%) vs. Q3 2022
New holders
95
231 more added
Sold out
70
251 more reduced

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting POOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 663 institutions
Q1 2021: 611 institutionsQ2 2021: 675 institutionsQ3 2021: 696 institutionsQ4 2021: 734 institutionsQ1 2022: 712 institutionsQ2 2022: 673 institutionsQ3 2022: 652 institutionsQ4 2022: 663 institutionsQ1 2023: 692 institutionsQ2 2023: 706 institutionsQ3 2023: 725 institutionsQ4 2023: 761 institutionsQ1 2024: 771 institutionsQ2 2024: 744 institutionsQ3 2024: 721 institutionsQ4 2024: 741 institutionsQ1 2025: 735 institutionsQ2 2025: 722 institutionsQ3 2025: 708 institutionsQ4 2025: 652 institutionsQ1 2026: 605 institutionsQ2 2026: 617 institutions
Value heldQ4 2022: $11.9B
Q1 2021: $12.8BQ2 2021: $17.0BQ3 2021: $16.1BQ4 2021: $21.0BQ1 2022: $16.2BQ2 2022: $13.9BQ3 2022: $12.7BQ4 2022: $11.9BQ1 2023: $13.6BQ2 2023: $14.9BQ3 2023: $14.2BQ4 2023: $15.8BQ1 2024: $15.8BQ2 2024: $12.0BQ3 2024: $14.2BQ4 2024: $12.9BQ1 2025: $12.3BQ2 2025: $12.0BQ3 2025: $11.8BQ4 2025: $8.45BQ1 2026: $7.53BQ2 2026: $8.63B
Institutions holding POOL and their total value by quarter
QuarterHoldersValue
Q2 2026617$8.63B
Q1 2026605$7.53B
Q4 2025652$8.45B
Q3 2025708$11.8B
Q2 2025722$12.0B
Q1 2025735$12.3B
Q4 2024741$12.9B
Q3 2024721$14.2B
Q2 2024744$12.0B
Q1 2024771$15.8B
Q4 2023761$15.8B
Q3 2023725$14.2B
Q2 2023706$14.9B
Q1 2023692$13.6B
Q4 2022663$11.9B
Q3 2022652$12.7B
Q2 2022673$13.9B
Q1 2022712$16.2B
Q4 2021734$21.0B
Q3 2021696$16.1B
Q2 2021675$17.0B
Q1 2021611$12.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q3 2022.

Institutions holding POOL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.8$00.00%+8New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$3020.00%00.0%Unchanged
True Wealth Design, LLC1$3020.00%+1New
JJJ Advisors Inc.1$3470.00%−1−50.0%Reduced
Wolff Wiese Magana LLC2$6050.00%−68−97.1%Reduced
Stonebridge Capital Advisors LLC2$6050.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.2$6050.00%00.0%Unchanged
Versant Capital Management, Inc2$6050.00%00.0%Unchanged
Raffa Wealth Management, LLC2$6050.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC2$6050.00%+2New
Glassman Wealth Services3$9070.00%−20−87.0%Reduced
Romano Brothers and Company3$9070.00%+3New
My Personal CFO, LLC3$9070.00%+3New
Valley National Advisers Inc5$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC4$1.00K0.00%−3−42.9%Reduced
Alaska Permanent Fund Corp2$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%00.0%Unchanged
Asset Dedication, LLC2$1.00K0.00%+2New
Steward Financial Group LLC4$1.00K0.00%+4New
Geneos Wealth Management Inc.4$1.21K0.00%00.0%Unchanged
Disciplined Investments, LLC5$1.51K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$1.51K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1.81K0.00%+2+50.0%Added
Larson Financial Group LLC7$2.12K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC7$2.12K0.00%+4+133.3%Added
Sofos Investments, Inc.302$2.20K0.02%−1,606−84.2%Reduced
Gradient Investments LLC8$2.42K0.00%00.0%Unchanged
Your Advocates Ltd., LLP8$2.42K0.00%00.0%Unchanged
RWM Asset Management, LLC8$2.42K0.00%00.0%Unchanged
Tradition Wealth Management, LLC9$3.00K0.00%+9New
Evermay Wealth Management LLC10$3.02K0.00%−15−60.0%Reduced
Crewe Advisors LLC10$3.02K0.00%−7−41.2%Reduced
Western Pacific Wealth Management, LP11$3.33K0.00%+11New
Parkside Financial Bank & Trust13$3.93K0.00%+10+333.3%Added
U.S. Capital Wealth Advisors, LLC13$3.97K0.00%+13New
West Paces Advisors Inc.14$4.23K0.00%00.0%Unchanged
Orion Capital Management LLC14$4.23K0.00%00.0%Unchanged
Activest Wealth Management14$4.23K0.00%00.0%Unchanged
Schubert & Co14$4.23K0.00%+4+40.0%Added
Capital Advisors, Ltd. LLC18$5.00K0.00%+18New
Clearstead Advisors, LLC17$5.14K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.18$5.44K0.00%−50−73.5%Reduced
Huntington National Bank19$5.74K0.00%−127−87.0%Reduced
Thomas J. Herzfeld Advisors, Inc.19$5.74K0.00%+5+35.7%Added
MBM Wealth Consultants, LLC21$6.00K0.00%+21New
Stuart Chaussee & Associates, Inc.22$6.65K0.00%00.0%Unchanged
Earnest Partners LLC25$7.56K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd26$7.86K0.01%00.0%Unchanged
Manchester Capital Management LLC26$7.86K0.00%+18+225.0%Added
Massmutual Trust Co FSB26$8.00K0.00%−30−53.6%Reduced
Webster Bank, N. A.25$8.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc27$8.16K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC27$8.16K0.00%+2+8.0%Added
Colonial Trust Co28$8.46K0.00%+28New
Optiver Holding B.V.29$9.00K0.00%+29New
Money Concepts Capital Corp30$9.07K0.00%−3−9.1%Reduced
West Branch Capital LLC30$9.07K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC30$9.07K0.01%00.0%Unchanged
Colonial Trust Advisors33$9.98K0.00%+33New
Umb Bank N A33$10.0K0.00%−63−65.6%Reduced
Jones Financial Companies LLLP32$10.0K0.00%+32New
Dark Forest Capital Management LP36$10.9K0.00%+36New
Clear Street Markets LLC39$12.0K0.00%−6−13.3%Reduced
Accurate Wealth Management, LLC37$12.0K0.00%+37New
Osterweis Capital Management Inc41$12.4K0.00%00.0%Unchanged
HWG Holdings LP44$13.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC44$13.0K0.01%+44New
Bell Investment Advisors, Inc44$13.3K0.00%+6+15.8%Added
Abound Wealth Management45$13.6K0.01%+5+12.5%Added
Allworth Financial LP45$13.6K0.00%+24+114.3%Added
Fiduciary Alliance LLC45$13.6K0.00%+45New
Front Row Advisors LLC47$14.0K0.01%00.0%Unchanged
IMA Wealth, Inc.49$14.8K0.00%−100−67.1%Reduced
Ronald Blue Trust, Inc.45$15.0K0.00%+32+246.2%Added
Psagot Value Holdings Ltd. / (Israel)50$15.0K0.00%+50New
Anchor Investment Management, LLC50$15.1K0.00%00.0%Unchanged
Archer Investment Corp50$15.1K0.01%00.0%Unchanged
Farther Finance Advisors, LLC52$15.7K0.01%+52New
Lindbrook Capital, LLC55$16.6K0.00%+44+400.0%Added
Quent Capital, LLC57$17.3K0.00%−92−61.7%Reduced
TD Waterhouse Canada Inc.48$18.5K0.00%00.0%Unchanged
Ancora Advisors, LLC62$19.0K0.00%00.0%Unchanged
Delta Asset Management LLC63$19.0K0.00%+63New
Baillie Gifford & Co70$21.2K0.00%00.0%Unchanged
First Manhattan Co71$21.5K0.00%+59+491.7%Added
MV Capital Management, Inc.77$23.3K0.00%−15−16.3%Reduced
Smithfield Trust Co80$24.0K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.80$24.2K0.02%+80New
Private Trust Co NA82$25.0K0.00%−482−85.5%Reduced
AdvisorNet Financial, Inc84$25.4K0.00%−42−33.3%Reduced
Thompson Siegel & Walmsley LLC87$26.0K0.00%+87New
SRS Capital Advisors, Inc.89$26.9K0.00%−23−20.5%Reduced
Harbour Investments, Inc.95$28.7K0.00%00.0%Unchanged
Country Trust Bank96$29.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$30.2K0.00%00.0%Unchanged
CVA Family Office, LLC101$30.5K0.01%−95−48.5%Reduced
Concord Wealth Partners116$35.1K0.01%+116New
Comerica Securities,inc.118$35.7K0.00%+118New
Pinnacle Financial Partners Inc135$40.8K0.00%00.0%Unchanged
Spire Wealth Management137$41.0K0.00%+90+191.5%Added