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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 220 | $82.4K | 0.00% | −235−51.6% | Reduced |
| Catalyst Capital Advisors LLC | 220 | $82.4K | 0.00% | +220 | New |
| Duncker Streett & Co Inc | 196 | $73.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 187 | $70.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 183 | $68.6K | 0.00% | +19+11.6% | Added |
| Focused Wealth Management, Inc | 180 | $67.4K | 0.01% | −30−14.3% | Reduced |
| Natixis Investment Managers International | 177 | $66.3K | 0.00% | −54−23.4% | Reduced |
| JFS Wealth Advisors, LLC | 175 | $65.4K | 0.01% | −2−1.1% | Reduced |
| Proequities, Inc. | 171 | $64.1K | 0.00% | +12+7.5% | Added |
| HM Payson & Co | 150 | $56.2K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 142 | $53.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 135 | $51.0K | 0.00% | −20−12.9% | Reduced |
| Pinnacle Financial Partners Inc | 135 | $50.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 128 | $48.0K | 0.00% | −62−32.6% | Reduced |
| Fiduciary Alliance LLC | 125 | $46.8K | 0.01% | +125 | New |
| Quadrant Capital Group LLC | 120 | $45.0K | 0.00% | −11−8.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $37.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 90 | $33.7K | 0.00% | +3+3.4% | Added |
| West Tower Group, LLC | 90 | $33.7K | 0.02% | +90 | New |
| SRS Capital Advisors, Inc. | 89 | $33.3K | 0.00% | +4+4.7% | Added |
| Thompson Siegel & Walmsley LLC | 87 | $33.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 86 | $32.2K | 0.00% | +34+65.4% | Added |
| PSI Advisors, LLC | 86 | $32.2K | 0.01% | +86 | New |
| Allworth Financial LP | 83 | $31.1K | 0.00% | −19−18.6% | Reduced |
| Massmutual Trust Co FSB | 81 | $30.3K | 0.00% | +19+30.6% | Added |
| Smithfield Trust Co | 80 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 80 | $30.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $29.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 62 | $23.2K | 0.00% | −7−10.1% | Reduced |
| Ancora Advisors, LLC | 62 | $23.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 60 | $22.5K | 0.00% | +18+42.9% | Added |
| CVA Family Office, LLC | 59 | $22.1K | 0.00% | +23+63.9% | Added |
| Quent Capital, LLC | 56 | $21.1K | 0.00% | +8+16.7% | Added |
| HWG Holdings LP | 56 | $21.0K | 0.01% | +12+27.3% | Added |
| Abound Wealth Management | 54 | $20.3K | 0.01% | +9+20.0% | Added |
| Johnson Financial Group, Inc. | 54 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 54 | $20.2K | 0.00% | +54 | New |
| Covestor Ltd | 53 | $20.0K | 0.02% | −177−77.0% | Reduced |
| ORG Partners LLC | 54 | $20.0K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 52 | $19.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $19.1K | 0.00% | +2+4.1% | Added |
| Clear Street Markets LLC | 50 | $19.0K | 0.01% | −26−34.2% | Reduced |
| Anchor Investment Management, LLC | 50 | $18.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $18.7K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 50 | $18.7K | 0.00% | −64−56.1% | Reduced |
| IMA Wealth, Inc. | 49 | $18.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 434 | $18.1K | 0.00% | −65−13.0% | Reduced |
| GoalVest Advisory LLC | 43 | $16.1K | 0.01% | +43 | New |
| Centerpoint Advisors, LLC | 44 | $16.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $14.2K | 0.00% | −2−5.0% | Reduced |
| Umb Bank N A | 33 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $12.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $11.2K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 30 | $11.2K | 0.01% | +3+11.1% | Added |
| Farmers & Merchants Investments Inc | 27 | $10.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $9.74K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $9.37K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $9.37K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $8.99K | 0.00% | +10+71.4% | Added |
| Stuart Chaussee & Associates, Inc. | 22 | $8.24K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 16 | $7.82K | 0.00% | −19−54.3% | Reduced |
| Delta Asset Management LLC | 20 | $7.49K | 0.00% | −23−53.5% | Reduced |
| Parkside Financial Bank & Trust | 19 | $7.12K | 0.00% | +6+46.2% | Added |
| 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 |
| Capital Advisors, Ltd. LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $6.79K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $6.37K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 16 | $5.99K | 0.00% | −5−23.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $5.25K | 0.00% | −11−44.0% | 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 |
| Concord Wealth Partners | 12 | $4.50K | 0.00% | −104−89.7% | Reduced |
| 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 |
| Nalls Sherbakoff Group, LLC | 13 | $4.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| 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 |
| 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 |
| 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 |
| Sofos Investments, Inc. | 375 | $2.32K | 0.01% | +33+9.6% | Added |
| SJS Investment Consulting Inc. | 6 | $2.25K | 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 |
| Geneos Wealth Management Inc. | 4 | $1.50K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3 | $1.12K | 0.00% | +3 | New |
| 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 |
| Carmichael Hill & Associates, Inc. | 2 | $750 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $750 | 0.00% | +1+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 2 | $749 | 0.00% | 00.0% | Unchanged |