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, Q4 2023
Institutional positions in Pool Corp as of Dec 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
- 761
- +42 vs. Q3 2023
- Shares held
- 39.6M
- −299.3K (−0.8%) vs. Q3 2023
- Total value
- $15.8B
- +$1.57B (+11.0%) vs. Q3 2023
- New holders
- 112
- 256 more added
- Sold out
- 70
- 294 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 67 | $26.7K | 0.00% | +67 | New |
| Turtle Creek Wealth Advisors, LLC | 70 | $27.9K | 0.01% | +70 | New |
| Stuart Chaussee & Associates, Inc. | 77 | $30.7K | 0.01% | +55+250.0% | Added |
| SRS Capital Advisors, Inc. | 78 | $31.1K | 0.00% | −11−12.4% | Reduced |
| Ruedi Wealth Management, Inc. | 80 | $31.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 83 | $33.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $33.9K | 0.00% | −8−8.6% | Reduced |
| CVA Family Office, LLC | 86 | $34.3K | 0.01% | +86 | New |
| Thompson Siegel & Walmsley LLC | 87 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $37.5K | 0.00% | −2−2.1% | Reduced |
| Lindbrook Capital, LLC | 99 | $39.5K | 0.00% | +42+73.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $39.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 101 | $40.3K | 0.02% | −468−82.2% | Reduced |
| Venturi Wealth Management, LLC | 101 | $40.3K | 0.00% | +13+14.8% | Added |
| Clearstead Advisors, LLC | 107 | $42.7K | 0.00% | −17−13.7% | Reduced |
| LGT Financial Advisors LLC | 110 | $43.9K | 0.05% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 119 | $47.4K | 0.02% | +118+11,800.0% | Added |
| Massmutual Trust Co FSB | 127 | $50.6K | 0.00% | +36+39.6% | Added |
| Pinnacle Financial Partners Inc | 135 | $53.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 143 | $57.0K | 0.00% | −33−18.8% | Reduced |
| Global Retirement Partners, LLC | 155 | $59.1K | 0.00% | −48−23.6% | Reduced |
| HM Payson & Co | 150 | $59.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 166 | $66.2K | 0.01% | +5+3.1% | Added |
| JFS Wealth Advisors, LLC | 174 | $69.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 187 | $74.6K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 196 | $78.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 197 | $79.0K | 0.03% | −21−9.6% | Reduced |
| Spire Wealth Management | 205 | $79.3K | 0.00% | +7+3.5% | Added |
| Edmond de Rothschild Holding S.A. | 206 | $82.1K | 0.00% | −3−1.4% | Reduced |
| Hall Laurie J Trustee | 210 | $84.0K | 0.03% | +210 | New |
| Advisors Asset Management, Inc. | 217 | $86.5K | 0.00% | −494−69.5% | Reduced |
| Proequities, Inc. | 222 | $88.5K | 0.01% | +54+32.1% | Added |
| American National Bank | 226 | $90.1K | 0.01% | +226 | New |
| Zions Bancorporation, N.A. | 228 | $90.9K | 0.01% | −11−4.6% | Reduced |
| McClarren Financial Advisors, Inc. | 227 | $91.0K | 0.07% | +1+0.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 227 | $91.0K | 0.05% | +135+146.7% | Added |
| Shell Asset Management Co | 230 | $92.0K | 0.00% | −69−23.1% | Reduced |
| GAMMA Investing LLC | 263 | $97.6K | 0.03% | +263 | New |
| Park Place Capital Corp | 301 | $120.0K | 0.05% | −1−0.3% | Reduced |
| Colonial Trust Co | 322 | $128.4K | 0.03% | +33+11.4% | Added |
| Penserra Capital Management LLC | 344 | $136.0K | 0.00% | −69−16.7% | Reduced |
| SOA Wealth Advisors, LLC. | 354 | $141.2K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 359 | $143.3K | 0.03% | +20+5.9% | Added |
| Smartleaf Asset Management LLC | 385 | $154.9K | 0.04% | +385 | New |
| Cambridge Trust Co | 406 | $161.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 413 | $164.7K | 0.00% | +92+28.7% | Added |
| Acadian Asset Management LLC | 421 | $167.0K | 0.00% | −50−10.6% | Reduced |
| Mendota Financial Group, LLC | 445 | $177.4K | 0.14% | 00.0% | Unchanged |
| Principal Securities, Inc. | 452 | $180.2K | 0.01% | +452 | New |
| Advisory Services Network, LLC | 469 | $187.0K | 0.00% | +469 | New |
| UniSuper Management Pty Ltd | 487 | $194.2K | 0.00% | +187+62.3% | Added |
| Central Trust Co | 499 | $199.0K | 0.01% | −5−1.0% | Reduced |
| Mather Group, LLC. | 505 | $201.3K | 0.00% | +505 | New |
| RMR Wealth Builders | 505 | $201.3K | 0.03% | +505 | New |
| 1858 Wealth Management, LLC | 507 | $202.1K | 0.19% | +507 | New |
| Cottonwood Capital Advisors, LLC | 509 | $202.9K | 0.17% | +509 | New |
| Lido Advisors, LLC | 517 | $206.2K | 0.00% | +517 | New |
| Impact Partnership Wealth, LLC | 517 | $206.3K | 0.08% | +397+330.8% | Added |
| Belpointe Asset Management LLC | 528 | $210.8K | 0.02% | +528 | New |
| Wedmont Private Capital | 560 | $213.6K | 0.02% | +560 | New |
| Capital Asset Advisory Services LLC | 540 | $215.4K | 0.01% | −169−23.8% | Reduced |
| Simon Quick Advisors, LLC | 543 | $216.5K | 0.02% | +543 | New |
| Epic Trust Investment Advisors, LLC | 543 | $216.5K | 0.29% | +543 | New |
| GTS Securities LLC | 545 | $217.3K | 0.00% | +545 | New |
| Savant Capital, LLC | 545 | $217.3K | 0.00% | +545 | New |
| NEOS Investment Management LLC | 546 | $217.7K | 0.02% | +546 | New |
| Meiji Yasuda Asset Management Co Ltd. | 550 | $219.3K | 0.01% | +550 | New |
| CNB Bank | 553 | $220.5K | 0.12% | +553 | New |
| Scientech Research LLC | 554 | $220.9K | 0.22% | +554 | New |
| Gitterman Wealth Management, LLC | 569 | $227.6K | 0.10% | −34−5.6% | Reduced |
| QRG Capital Management, Inc. | 573 | $228.5K | 0.00% | −37−6.1% | Reduced |
| Point72 Europe (London) LLP | 574 | $228.9K | 0.03% | +574 | New |
| Horizon Investments, LLC | 583 | $232.4K | 0.01% | +12+2.1% | Added |
| Peapack Gladstone Financial Corp | 584 | $233.0K | 0.00% | +12+2.1% | Added |
| Associated Banc-Corp | 588 | $234.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 596 | $237.6K | 0.01% | −113−15.9% | Reduced |
| Rinkey Investments | 598 | $238.5K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 599 | $239.0K | 0.00% | −555−48.1% | Reduced |
| Cullen Capital Management LLC | 602 | $240.0K | 0.00% | −1−0.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 603 | $240.4K | 0.17% | +603 | New |
| Eagle Bay Advisors LLC | 606 | $241.6K | 0.15% | +95+18.6% | Added |
| Veriti Management LLC | 608 | $242.4K | 0.02% | +8+1.3% | Added |
| Wahed Invest LLC | 609 | $242.8K | 0.07% | +12+2.0% | Added |
| Pitcairn Co | 615 | $245.2K | 0.02% | +615 | New |
| CWM, LLC | 619 | $247.0K | 0.00% | −26−4.0% | Reduced |
| Avidian Wealth Solutions, LLC | 626 | $249.6K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 641 | $255.5K | 0.02% | −802−55.6% | Reduced |
| Regal Investment Advisors LLC | 641 | $255.6K | 0.02% | −9−1.4% | Reduced |
| Meeder Asset Management Inc | 643 | $256.4K | 0.02% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 653 | $260.4K | 0.01% | −8,444−92.8% | Reduced |
| Staley Capital Advisers Inc | 672 | $267.9K | 0.01% | 00.0% | Unchanged |
| American Trust | 674 | $268.7K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 676 | $269.6K | 0.01% | −159−19.0% | Reduced |
| FJ Investments, LLC | 681 | $271.5K | 0.01% | +681 | New |
| MAI Capital Management | 684 | $272.7K | 0.00% | +684 | New |
| NorthRock Partners, LLC | 689 | $274.7K | 0.01% | +105+18.0% | Added |
| Waterloo Capital, L.P. | 694 | $276.8K | 0.04% | +694 | New |
| IFG Advisory, LLC | 696 | $277.6K | 0.02% | +53+8.2% | Added |
| Cubist Systematic Strategies, LLC | 712 | $283.9K | 0.00% | +712 | New |