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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 560 | $213.6K | 0.02% | +560 | New |
| Belpointe Asset Management LLC | 528 | $210.8K | 0.02% | +528 | New |
| Impact Partnership Wealth, LLC | 517 | $206.3K | 0.08% | +397+330.8% | Added |
| Lido Advisors, LLC | 517 | $206.2K | 0.00% | +517 | New |
| Cottonwood Capital Advisors, LLC | 509 | $202.9K | 0.17% | +509 | New |
| 1858 Wealth Management, LLC | 507 | $202.1K | 0.19% | +507 | New |
| Mather Group, LLC. | 505 | $201.3K | 0.00% | +505 | New |
| RMR Wealth Builders | 505 | $201.3K | 0.03% | +505 | New |
| Central Trust Co | 499 | $199.0K | 0.01% | −5−1.0% | Reduced |
| UniSuper Management Pty Ltd | 487 | $194.2K | 0.00% | +187+62.3% | Added |
| Advisory Services Network, LLC | 469 | $187.0K | 0.00% | +469 | New |
| Principal Securities, Inc. | 452 | $180.2K | 0.01% | +452 | New |
| Mendota Financial Group, LLC | 445 | $177.4K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 421 | $167.0K | 0.00% | −50−10.6% | Reduced |
| Assetmark, Inc | 413 | $164.7K | 0.00% | +92+28.7% | Added |
| Cambridge Trust Co | 406 | $161.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 385 | $154.9K | 0.04% | +385 | New |
| Sugarloaf Wealth Management, LLC | 359 | $143.3K | 0.03% | +20+5.9% | Added |
| SOA Wealth Advisors, LLC. | 354 | $141.2K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 344 | $136.0K | 0.00% | −69−16.7% | Reduced |
| Colonial Trust Co | 322 | $128.4K | 0.03% | +33+11.4% | Added |
| Park Place Capital Corp | 301 | $120.0K | 0.05% | −1−0.3% | Reduced |
| GAMMA Investing LLC | 263 | $97.6K | 0.03% | +263 | New |
| Shell Asset Management Co | 230 | $92.0K | 0.00% | −69−23.1% | 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 |
| Zions Bancorporation, N.A. | 228 | $90.9K | 0.01% | −11−4.6% | Reduced |
| American National Bank | 226 | $90.1K | 0.01% | +226 | New |
| Proequities, Inc. | 222 | $88.5K | 0.01% | +54+32.1% | Added |
| Advisors Asset Management, Inc. | 217 | $86.5K | 0.00% | −494−69.5% | Reduced |
| Hall Laurie J Trustee | 210 | $84.0K | 0.03% | +210 | New |
| Edmond de Rothschild Holding S.A. | 206 | $82.1K | 0.00% | −3−1.4% | Reduced |
| Spire Wealth Management | 205 | $79.3K | 0.00% | +7+3.5% | Added |
| Sentry Investment Management LLC | 197 | $79.0K | 0.03% | −21−9.6% | Reduced |
| Duncker Streett & Co Inc | 196 | $78.1K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 187 | $74.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $69.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 166 | $66.2K | 0.01% | +5+3.1% | Added |
| HM Payson & Co | 150 | $59.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 155 | $59.1K | 0.00% | −48−23.6% | Reduced |
| Federated Hermes, Inc. | 143 | $57.0K | 0.00% | −33−18.8% | Reduced |
| Pinnacle Financial Partners Inc | 135 | $53.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $50.6K | 0.00% | +36+39.6% | Added |
| VisionPoint Advisory Group, LLC | 119 | $47.4K | 0.02% | +118+11,800.0% | Added |
| LGT Financial Advisors LLC | 110 | $43.9K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 107 | $42.7K | 0.00% | −17−13.7% | Reduced |
| Venturi Wealth Management, LLC | 101 | $40.3K | 0.00% | +13+14.8% | Added |
| Operose Advisors LLC | 101 | $40.3K | 0.02% | −468−82.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $39.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 99 | $39.5K | 0.00% | +42+73.7% | Added |
| Private Trust Co NA | 94 | $37.5K | 0.00% | −2−2.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 87 | $35.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 86 | $34.3K | 0.01% | +86 | New |
| MV Capital Management, Inc. | 85 | $33.9K | 0.00% | −8−8.6% | Reduced |
| PSI Advisors, LLC | 83 | $33.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 80 | $31.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 78 | $31.1K | 0.00% | −11−12.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 77 | $30.7K | 0.01% | +55+250.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 70 | $27.9K | 0.01% | +70 | New |
| Harbour Investments, Inc. | 67 | $26.7K | 0.00% | +17+34.0% | Added |
| Rothschild Investment LLC | 67 | $26.7K | 0.00% | +67 | New |
| LM Advisors LLC | 65 | $25.9K | 0.01% | +65 | New |
| Allworth Financial LP | 64 | $25.5K | 0.00% | −59−48.0% | Reduced |
| Ancora Advisors, LLC | 62 | $24.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $24.3K | 0.00% | −2−3.2% | Reduced |
| Quent Capital, LLC | 58 | $23.2K | 0.00% | +1+1.8% | Added |
| Abound Wealth Management | 57 | $22.8K | 0.01% | −3−5.0% | Reduced |
| HWG Holdings LP | 56 | $22.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 54 | $21.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $21.0K | 0.00% | +40+307.7% | Added |
| Umb Bank N A | 51 | $20.3K | 0.00% | +18+54.5% | Added |
| Anchor Investment Management, LLC | 50 | $19.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 47 | $18.7K | 0.00% | +32+213.3% | Added |
| Trust Co of Vermont | 46 | $18.3K | 0.00% | +46 | New |
| Centerpoint Advisors, LLC | 43 | $17.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $16.3K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 38 | $15.2K | 0.00% | −46−54.8% | Reduced |
| Bell Investment Advisors, Inc | 38 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $15.2K | 0.01% | +38 | New |
| Ronald Blue Trust, Inc. | 43 | $15.0K | 0.00% | +26+152.9% | Added |
| Parkside Financial Bank & Trust | 37 | $14.8K | 0.00% | +10+37.0% | Added |
| Citizens National Bank Trust Department | 35 | $14.0K | 0.00% | +35 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $13.6K | 0.01% | +13+61.9% | Added |
| Covestor Ltd | 31 | $13.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $12.8K | 0.00% | −103−76.3% | Reduced |
| Huntington National Bank | 31 | $12.4K | 0.00% | −87−73.7% | Reduced |
| West Branch Capital LLC | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 27 | $10.8K | 0.00% | +4+17.4% | Added |
| C M Bidwell & Associates Ltd | 26 | $10.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $9.97K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 25 | $9.54K | 0.00% | +25 | New |
| Exchange Traded Concepts, LLC | 22 | $8.77K | 0.00% | −204−90.3% | Reduced |
| Jones Financial Companies LLLP | 22 | $8.77K | 0.00% | +22 | New |
| Delta Asset Management LLC | 20 | $7.97K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 20 | $7.97K | 0.00% | +20 | New |
| Frazier Financial Advisors, LLC | 18 | $7.18K | 0.01% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |