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; 618 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, Q1 2023
Institutional positions in Pool Corp as of Mar 31, 2023. 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
- 692
- +43 vs. Q4 2022
- Shares held
- 39.6M
- +575.3K (+1.5%) vs. Q4 2022
- Total value
- $13.6B
- +$1.75B (+14.8%) vs. Q4 2022
- New holders
- 97
- 260 more added
- Sold out
- 54
- 235 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 618 | $8.63B |
| Q1 2026 | 605 | $7.53B |
| Q4 2025 | 652 | $8.45B |
| Q3 2025 | 708 | $11.8B |
| Q2 2025 | 722 | $12.0B |
| Q1 2025 | 735 | $12.3B |
| Q4 2024 | 741 | $12.9B |
| Q3 2024 | 721 | $14.2B |
| Q2 2024 | 744 | $12.0B |
| Q1 2024 | 771 | $15.8B |
| Q4 2023 | 761 | $15.8B |
| Q3 2023 | 725 | $14.2B |
| Q2 2023 | 706 | $14.9B |
| Q1 2023 | 692 | $13.6B |
| Q4 2022 | 663 | $11.9B |
| Q3 2022 | 652 | $12.7B |
| Q2 2022 | 673 | $13.9B |
| Q1 2022 | 712 | $16.2B |
| Q4 2021 | 734 | $21.0B |
| Q3 2021 | 696 | $16.1B |
| Q2 2021 | 675 | $17.0B |
| Q1 2021 | 611 | $12.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 342 | $276 | 0.01% | +40+13.2% | Added |
| JJJ Advisors Inc. | 1 | $331 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $343 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $343 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $685 | 0.00% | +2 | New |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.03K | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $2.40K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.40K | 0.00% | +2+40.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.40K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Bokf, NA | 9 | $3.08K | 0.00% | −950−99.1% | Reduced |
| Ahrens Investment Partners LLC | 9 | $3.08K | 0.00% | +9 | New |
| Evermay Wealth Management LLC | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 11 | $3.77K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 11 | $3.77K | 0.00% | +11 | New |
| Nalls Sherbakoff Group, LLC | 13 | $4.36K | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 13 | $4.45K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $4.79K | 0.00% | +11+366.7% | Added |
| Steward Financial Group LLC | 17 | $5.00K | 0.00% | +13+325.0% | Added |
| Gradient Investments LLC | 16 | $5.48K | 0.00% | +8+100.0% | Added |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $6.18K | 0.00% | +18 | New |
| Thomas J. Herzfeld Advisors, Inc. | 19 | $6.51K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 19 | $6.51K | 0.00% | +1+5.6% | Added |
| Schubert & Co | 19 | $6.51K | 0.01% | +5+35.7% | Added |
| Milestone Investment Advisors LLC | 19 | $6.51K | 0.00% | +19 | New |
| Versant Capital Management, Inc | 21 | $7.19K | 0.00% | +19+950.0% | Added |
| Stuart Chaussee & Associates, Inc. | 22 | $7.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $8.22K | 0.00% | −2−7.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 25 | $8.56K | 0.00% | −2−7.4% | Reduced |
| Webster Bank, N. A. | 25 | $8.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $8.56K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $8.56K | 0.00% | +25 | New |
| C M Bidwell & Associates Ltd | 26 | $8.90K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 27 | $9.25K | 0.01% | −3−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $9.25K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 28 | $9.59K | 0.00% | −189−87.1% | Reduced |
| Tradition Wealth Management, LLC | 29 | $10.0K | 0.00% | +20+222.2% | Added |
| West Branch Capital LLC | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 39 | $11.0K | 0.00% | −6−13.3% | Reduced |
| Umb Bank N A | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 36 | $12.3K | 0.00% | −65−64.4% | Reduced |
| Bell Investment Advisors, Inc | 40 | $13.7K | 0.00% | −4−9.1% | Reduced |
| Osterweis Capital Management Inc | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 42 | $14.4K | 0.00% | +23+121.1% | Added |
| Delta Asset Management LLC | 43 | $14.7K | 0.00% | −20−31.7% | Reduced |
| Centerpoint Advisors, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 44 | $15.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $15.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 35 | $15.9K | 0.00% | −13−27.1% | Reduced |
| Quent Capital, LLC | 48 | $16.5K | 0.00% | −9−15.8% | Reduced |
| Lindbrook Capital, LLC | 49 | $16.8K | 0.00% | −6−10.9% | Reduced |
| IMA Wealth, Inc. | 49 | $16.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $17.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $17.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 52 | $17.8K | 0.00% | +52 | New |
| Johnson Financial Group, Inc. | 54 | $18.5K | 0.00% | +54 | New |
| IFP Advisors, Inc | 499 | $20.8K | 0.00% | −828−62.4% | Reduced |
| Ancora Advisors, LLC | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $21.2K | 0.00% | +36+138.5% | Added |
| AdvisorNet Financial, Inc | 69 | $23.6K | 0.00% | −15−17.9% | Reduced |
| Clear Street Markets LLC | 76 | $26.0K | 0.01% | +37+94.9% | Added |
| Smithfield Trust Co | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $27.1K | 0.00% | −3−3.7% | Reduced |
| Ruedi Wealth Management, Inc. | 80 | $27.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 85 | $29.1K | 0.00% | −4−4.5% | Reduced |
| MV Capital Management, Inc. | 87 | $29.8K | 0.00% | +10+13.0% | Added |
| Thompson Siegel & Walmsley LLC | 87 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 88 | $30.1K | 0.00% | −7−7.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $34.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 102 | $34.9K | 0.00% | +57+126.7% | Added |
| Ameritas Advisory Services, LLC | 103 | $35.3K | 0.00% | +103 | New |
| Desjardins Global Asset Management Inc. | 114 | $39.0K | 0.00% | +114 | New |
| Concord Wealth Partners | 116 | $39.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $41.1K | 0.00% | +120 | New |
| Quadrant Capital Group LLC | 131 | $44.9K | 0.00% | −8−5.8% | Reduced |
| BDO Wealth Advisors, LLC | 132 | $45.2K | 0.01% | +132 | New |
| Pinnacle Financial Partners Inc | 135 | $46.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 137 | $46.9K | 0.00% | −28−17.0% | Reduced |
| Column Capital Advisors, LLC | 142 | $48.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $51.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 155 | $53.0K | 0.00% | −42−21.3% | Reduced |
| Assetmark, Inc | 155 | $53.1K | 0.00% | +6+4.0% | Added |
| Proequities, Inc. | 159 | $54.4K | 0.00% | +1+0.6% | Added |