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, Q2 2023
Institutional positions in Pool Corp as of Jun 30, 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
- 706
- +16 vs. Q1 2023
- Shares held
- 39.8M
- +227.5K (+0.6%) vs. Q1 2023
- Total value
- $14.9B
- +$1.36B (+10.0%) vs. Q1 2023
- New holders
- 72
- 294 more added
- Sold out
- 56
- 238 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 617 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $375 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 1 | $375 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $375 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $749 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $749 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $749 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2 | $750 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $750 | 0.00% | +1+100.0% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| VitalStone Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| JNBA Financial Advisors | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3 | $1.12K | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.87K | 0.00% | −2−28.6% | Reduced |
| American National Bank | 5 | $1.87K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 375 | $2.32K | 0.01% | +33+9.6% | Added |
| Larson Financial Group LLC | 7 | $2.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $2.62K | 0.00% | +2+40.0% | Added |
| Manchester Capital Management LLC | 7 | $2.62K | 0.00% | −17−70.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.62K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $3.00K | 0.00% | −8−50.0% | Reduced |
| Your Advocates Ltd., LLP | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 8 | $3.00K | 0.00% | +8 | New |
| Valley National Advisers Inc | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| Financial Management Professionals, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 13 | $4.11K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 11 | $4.12K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 11 | $4.12K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 12 | $4.50K | 0.00% | −104−89.7% | Reduced |
| Ronald Blue Trust, Inc. | 13 | $5.00K | 0.00% | −26−66.7% | Reduced |
| Tradition Wealth Management, LLC | 13 | $5.00K | 0.00% | −16−55.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $5.25K | 0.00% | −11−44.0% | Reduced |
| Versant Capital Management, Inc | 16 | $5.99K | 0.00% | −5−23.8% | Reduced |
| Northwest Capital Management Inc | 17 | $6.37K | 0.00% | +17 | New |
| Baystate Wealth Management LLC | 18 | $6.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $7.12K | 0.00% | −69−78.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 19 | $7.12K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 19 | $7.12K | 0.00% | +19 | New |
| Parkside Financial Bank & Trust | 19 | $7.12K | 0.00% | +6+46.2% | Added |
| Delta Asset Management LLC | 20 | $7.49K | 0.00% | −23−53.5% | Reduced |
| TD Waterhouse Canada Inc. | 16 | $7.82K | 0.00% | −19−54.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 22 | $8.24K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $8.99K | 0.00% | +10+71.4% | Added |
| Earnest Partners LLC | 25 | $9.37K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $9.37K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $9.74K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $10.1K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 30 | $11.2K | 0.01% | +3+11.1% | Added |
| West Branch Capital LLC | 30 | $11.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $12.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $14.2K | 0.00% | −2−5.0% | Reduced |
| Osterweis Capital Management Inc | 41 | $15.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 44 | $16.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 43 | $16.1K | 0.01% | +43 | New |
| IFP Advisors, Inc | 434 | $18.1K | 0.00% | −65−13.0% | Reduced |
| IMA Wealth, Inc. | 49 | $18.4K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 50 | $18.7K | 0.00% | −64−56.1% | Reduced |
| Anchor Investment Management, LLC | 50 | $18.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $18.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $19.0K | 0.01% | −26−34.2% | Reduced |
| Lindbrook Capital, LLC | 51 | $19.1K | 0.00% | +2+4.1% | Added |
| Farther Finance Advisors, LLC | 52 | $19.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 53 | $20.0K | 0.02% | −177−77.0% | Reduced |
| ORG Partners LLC | 54 | $20.0K | 0.00% | +54 | New |
| Johnson Financial Group, Inc. | 54 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 54 | $20.2K | 0.00% | +54 | New |
| Abound Wealth Management | 54 | $20.3K | 0.01% | +9+20.0% | Added |
| HWG Holdings LP | 56 | $21.0K | 0.01% | +12+27.3% | Added |
| Quent Capital, LLC | 56 | $21.1K | 0.00% | +8+16.7% | Added |
| CVA Family Office, LLC | 59 | $22.1K | 0.00% | +23+63.9% | Added |
| Huntington National Bank | 60 | $22.5K | 0.00% | +18+42.9% | Added |
| AdvisorNet Financial, Inc | 62 | $23.2K | 0.00% | −7−10.1% | Reduced |
| Ancora Advisors, LLC | 62 | $23.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $29.6K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 80 | $30.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $30.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $30.3K | 0.00% | +19+30.6% | Added |
| Allworth Financial LP | 83 | $31.1K | 0.00% | −19−18.6% | Reduced |
| PSI Advisors, LLC | 86 | $32.2K | 0.01% | +86 | New |
| Venturi Wealth Management, LLC | 86 | $32.2K | 0.00% | +34+65.4% | Added |
| Thompson Siegel & Walmsley LLC | 87 | $33.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $33.3K | 0.00% | +4+4.7% | Added |
| MV Capital Management, Inc. | 90 | $33.7K | 0.00% | +3+3.4% | Added |
| West Tower Group, LLC | 90 | $33.7K | 0.02% | +90 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $37.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 120 | $45.0K | 0.00% | −11−8.4% | Reduced |
| Fiduciary Alliance LLC | 125 | $46.8K | 0.01% | +125 | New |
| Baker Avenue Asset Management, LP | 128 | $48.0K | 0.00% | −62−32.6% | Reduced |
| Pinnacle Financial Partners Inc | 135 | $50.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 135 | $51.0K | 0.00% | −20−12.9% | Reduced |
| Column Capital Advisors, LLC | 142 | $53.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $56.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 171 | $64.1K | 0.00% | +12+7.5% | Added |
| JFS Wealth Advisors, LLC | 175 | $65.4K | 0.01% | −2−1.1% | Reduced |
| Natixis Investment Managers International | 177 | $66.3K | 0.00% | −54−23.4% | Reduced |