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; 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.

Institutional holdersQ4 2023: 761 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: 618 institutions
Value heldQ4 2023: $15.8B
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 2026618$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 2023

Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q3 2023.

Institutions holding POOL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC67$26.7K0.00%+67New
Turtle Creek Wealth Advisors, LLC70$27.9K0.01%+70New
Stuart Chaussee & Associates, Inc.77$30.7K0.01%+55+250.0%Added
SRS Capital Advisors, Inc.78$31.1K0.00%−11−12.4%Reduced
Ruedi Wealth Management, Inc.80$31.9K0.02%00.0%Unchanged
Smithfield Trust Co80$32.0K0.00%00.0%Unchanged
PSI Advisors, LLC83$33.1K0.01%00.0%Unchanged
MV Capital Management, Inc.85$33.9K0.00%−8−8.6%Reduced
CVA Family Office, LLC86$34.3K0.01%+86New
Thompson Siegel & Walmsley LLC87$35.0K0.00%00.0%Unchanged
Private Trust Co NA94$37.5K0.00%−2−2.1%Reduced
Lindbrook Capital, LLC99$39.5K0.00%+42+73.7%Added
Livforsakringsbolaget Skandia, Omsesidigt100$39.9K0.00%00.0%Unchanged
Operose Advisors LLC101$40.3K0.02%−468−82.2%Reduced
Venturi Wealth Management, LLC101$40.3K0.00%+13+14.8%Added
Clearstead Advisors, LLC107$42.7K0.00%−17−13.7%Reduced
LGT Financial Advisors LLC110$43.9K0.05%00.0%Unchanged
VisionPoint Advisory Group, LLC119$47.4K0.02%+118+11,800.0%Added
Massmutual Trust Co FSB127$50.6K0.00%+36+39.6%Added
Pinnacle Financial Partners Inc135$53.8K0.00%00.0%Unchanged
Federated Hermes, Inc.143$57.0K0.00%−33−18.8%Reduced
Global Retirement Partners, LLC155$59.1K0.00%−48−23.6%Reduced
HM Payson & Co150$59.8K0.00%00.0%Unchanged
Quadrant Capital Group LLC166$66.2K0.01%+5+3.1%Added
JFS Wealth Advisors, LLC174$69.2K0.01%00.0%Unchanged
Compass Wealth Management LLC187$74.6K0.02%00.0%Unchanged
Duncker Streett & Co Inc196$78.1K0.02%00.0%Unchanged
Sentry Investment Management LLC197$79.0K0.03%−21−9.6%Reduced
Spire Wealth Management205$79.3K0.00%+7+3.5%Added
Edmond de Rothschild Holding S.A.206$82.1K0.00%−3−1.4%Reduced
Hall Laurie J Trustee210$84.0K0.03%+210New
Advisors Asset Management, Inc.217$86.5K0.00%−494−69.5%Reduced
Proequities, Inc.222$88.5K0.01%+54+32.1%Added
American National Bank226$90.1K0.01%+226New
Zions Bancorporation, N.A.228$90.9K0.01%−11−4.6%Reduced
McClarren Financial Advisors, Inc.227$91.0K0.07%+1+0.4%Added
E Fund Management (Hong Kong) Co., Ltd.227$91.0K0.05%+135+146.7%Added
Shell Asset Management Co230$92.0K0.00%−69−23.1%Reduced
GAMMA Investing LLC263$97.6K0.03%+263New
Park Place Capital Corp301$120.0K0.05%−1−0.3%Reduced
Colonial Trust Co322$128.4K0.03%+33+11.4%Added
Penserra Capital Management LLC344$136.0K0.00%−69−16.7%Reduced
SOA Wealth Advisors, LLC.354$141.2K0.03%00.0%Unchanged
Sugarloaf Wealth Management, LLC359$143.3K0.03%+20+5.9%Added
Smartleaf Asset Management LLC385$154.9K0.04%+385New
Cambridge Trust Co406$161.9K0.01%00.0%Unchanged
Assetmark, Inc413$164.7K0.00%+92+28.7%Added
Acadian Asset Management LLC421$167.0K0.00%−50−10.6%Reduced
Mendota Financial Group, LLC445$177.4K0.14%00.0%Unchanged
Principal Securities, Inc.452$180.2K0.01%+452New
Advisory Services Network, LLC469$187.0K0.00%+469New
UniSuper Management Pty Ltd487$194.2K0.00%+187+62.3%Added
Central Trust Co499$199.0K0.01%−5−1.0%Reduced
Mather Group, LLC.505$201.3K0.00%+505New
RMR Wealth Builders505$201.3K0.03%+505New
1858 Wealth Management, LLC507$202.1K0.19%+507New
Cottonwood Capital Advisors, LLC509$202.9K0.17%+509New
Lido Advisors, LLC517$206.2K0.00%+517New
Impact Partnership Wealth, LLC517$206.3K0.08%+397+330.8%Added
Belpointe Asset Management LLC528$210.8K0.02%+528New
Wedmont Private Capital560$213.6K0.02%+560New
Capital Asset Advisory Services LLC540$215.4K0.01%−169−23.8%Reduced
Simon Quick Advisors, LLC543$216.5K0.02%+543New
Epic Trust Investment Advisors, LLC543$216.5K0.29%+543New
GTS Securities LLC545$217.3K0.00%+545New
Savant Capital, LLC545$217.3K0.00%+545New
NEOS Investment Management LLC546$217.7K0.02%+546New
Meiji Yasuda Asset Management Co Ltd.550$219.3K0.01%+550New
CNB Bank553$220.5K0.12%+553New
Scientech Research LLC554$220.9K0.22%+554New
Gitterman Wealth Management, LLC569$227.6K0.10%−34−5.6%Reduced
QRG Capital Management, Inc.573$228.5K0.00%−37−6.1%Reduced
Point72 Europe (London) LLP574$228.9K0.03%+574New
Horizon Investments, LLC583$232.4K0.01%+12+2.1%Added
Peapack Gladstone Financial Corp584$233.0K0.00%+12+2.1%Added
Associated Banc-Corp588$234.4K0.01%00.0%Unchanged
Signaturefd, LLC596$237.6K0.01%−113−15.9%Reduced
Rinkey Investments598$238.5K0.09%00.0%Unchanged
GWM Advisors LLC599$239.0K0.00%−555−48.1%Reduced
Cullen Capital Management LLC602$240.0K0.00%−1−0.2%Reduced
Hutchens & Kramer Investment Management Group, LLC603$240.4K0.17%+603New
Eagle Bay Advisors LLC606$241.6K0.15%+95+18.6%Added
Veriti Management LLC608$242.4K0.02%+8+1.3%Added
Wahed Invest LLC609$242.8K0.07%+12+2.0%Added
Pitcairn Co615$245.2K0.02%+615New
CWM, LLC619$247.0K0.00%−26−4.0%Reduced
Avidian Wealth Solutions, LLC626$249.6K0.02%00.0%Unchanged
Sigma Planning Corp641$255.5K0.02%−802−55.6%Reduced
Regal Investment Advisors LLC641$255.6K0.02%−9−1.4%Reduced
Meeder Asset Management Inc643$256.4K0.02%00.0%Unchanged
Chilton Investment Co LLC653$260.4K0.01%−8,444−92.8%Reduced
Staley Capital Advisers Inc672$267.9K0.01%00.0%Unchanged
American Trust674$268.7K0.02%00.0%Unchanged
Independent Financial Group, LLC676$269.6K0.01%−159−19.0%Reduced
FJ Investments, LLC681$271.5K0.01%+681New
MAI Capital Management684$272.7K0.00%+684New
NorthRock Partners, LLC689$274.7K0.01%+105+18.0%Added
Waterloo Capital, L.P.694$276.8K0.04%+694New
IFG Advisory, LLC696$277.6K0.02%+53+8.2%Added
Cubist Systematic Strategies, LLC712$283.9K0.00%+712New