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, Q1 2024
Institutional positions in Pool Corp as of Mar 31, 2024. 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
- 771
- +18 vs. Q4 2023
- Shares held
- 39.2M
- −389.9K (−1.0%) vs. Q4 2023
- Total value
- $15.8B
- +$29.9M (+0.2%) vs. Q4 2023
- New holders
- 82
- 307 more added
- Sold out
- 64
- 268 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 612 | $246.9K | 0.02% | +69+12.7% | Added |
| Thoroughbred Financial Services, LLC | 611 | $246.0K | 0.02% | −2,512−80.4% | Reduced |
| Belpointe Asset Management LLC | 601 | $242.5K | 0.02% | +73+13.8% | Added |
| Rinkey Investments | 598 | $241.3K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 593 | $239.0K | 0.00% | +9+1.5% | Added |
| Associated Banc-Corp | 588 | $237.3K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 587 | $236.7K | 0.02% | −178−23.3% | Reduced |
| Wedmont Private Capital | 590 | $236.0K | 0.02% | +30+5.4% | Added |
| Guardian Wealth Advisors, LLC | 582 | $234.8K | 0.03% | +582 | New |
| Huntington National Bank | 572 | $230.8K | 0.00% | +541+1,745.2% | Added |
| Two Sigma Securities, LLC | 572 | $230.8K | 0.01% | +572 | New |
| Assetmark, Inc | 570 | $230.0K | 0.00% | +157+38.0% | Added |
| Horizon Investments, LLC | 570 | $229.3K | 0.01% | −13−2.2% | Reduced |
| Capital Asset Advisory Services LLC | 577 | $228.7K | 0.01% | +37+6.9% | Added |
| Magnolia Capital Advisors LLC | 627 | $226.4K | 0.19% | +627 | New |
| Independent Financial Group, LLC | 551 | $222.3K | 0.01% | −125−18.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 550 | $221.9K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 541 | $218.3K | 0.01% | −100−15.6% | Reduced |
| Prospera Financial Services Inc | 537 | $216.9K | 0.01% | +537 | New |
| Intech Investment Management LLC | 537 | $216.7K | 0.00% | −628−53.9% | Reduced |
| NEOS Investment Management LLC | 537 | $216.7K | 0.01% | −9−1.6% | Reduced |
| AMJ Financial Wealth Management | 521 | $210.2K | 0.07% | +521 | New |
| Fundamentun, LLC | 513 | $207.0K | 0.02% | +513 | New |
| Eagle Bay Advisors LLC | 512 | $206.6K | 0.13% | −94−15.5% | Reduced |
| Lido Advisors, LLC | 501 | $202.3K | 0.00% | −16−3.1% | Reduced |
| 1858 Wealth Management, LLC | 507 | $202.1K | 0.19% | 00.0% | Unchanged |
| RMR Wealth Builders | 500 | $201.8K | 0.02% | −5−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 500 | $201.8K | 0.01% | +500 | New |
| Mather Group, LLC. | 505 | $201.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 464 | $187.0K | 0.02% | +464 | New |
| Federated Hermes, Inc. | 454 | $183.2K | 0.00% | +311+217.5% | Added |
| Gen-Wealth Partners Inc | 434 | $175.1K | 0.09% | +434 | New |
| Mendota Financial Group, LLC | 425 | $171.5K | 0.10% | −20−4.5% | Reduced |
| Riverview Trust Co | 424 | $171.1K | 0.13% | +424 | New |
| Acadian Asset Management LLC | 421 | $169.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 416 | $167.7K | 0.00% | −183−30.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 409 | $165.2K | 0.03% | +50+13.9% | Added |
| Smartleaf Asset Management LLC | 377 | $156.3K | 0.03% | −8−2.1% | Reduced |
| Hilltop National Bank | 357 | $144.1K | 0.05% | +357 | New |
| SOA Wealth Advisors, LLC. | 354 | $142.8K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 | $132.3K | 0.01% | −561−63.1% | Reduced |
| Colonial Trust Co | 322 | $129.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 311 | $125.5K | 0.03% | +48+18.3% | Added |
| Cambridge Trust Co | 280 | $113.0K | 0.00% | −126−31.0% | Reduced |
| Proequities, Inc. | 247 | $99.7K | 0.01% | +25+11.3% | Added |
| McClarren Financial Advisors, Inc. | 228 | $92.0K | 0.07% | +1+0.4% | Added |
| Zions Bancorporation, N.A. | 228 | $92.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 226 | $91.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 219 | $88.4K | 0.02% | +23+11.7% | Added |
| Hall Laurie J Trustee | 210 | $85.0K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 205 | $82.7K | 0.06% | +205 | New |
| Spire Wealth Management | 201 | $81.1K | 0.00% | −4−2.0% | Reduced |
| Sentry Investment Management LLC | 197 | $79.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 193 | $77.9K | 0.00% | −450−70.0% | Reduced |
| VisionPoint Advisory Group, LLC | 189 | $76.3K | 0.03% | +70+58.8% | Added |
| Compass Wealth Management LLC | 187 | $75.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $70.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 174 | $70.0K | 0.00% | −170−49.4% | Reduced |
| Quest Partners LLC | 170 | $68.6K | 0.01% | −2,057−92.4% | Reduced |
| Umb Bank N A | 164 | $66.2K | 0.00% | +113+221.6% | Added |
| Quadrant Capital Group LLC | 160 | $64.6K | 0.01% | −6−3.6% | Reduced |
| Shell Asset Management Co | 207 | $64.0K | 0.00% | −23−10.0% | Reduced |
| Jones Financial Companies LLLP | 157 | $63.5K | 0.00% | +135+613.6% | Added |
| HM Payson & Co | 150 | $60.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 148 | $59.7K | 0.00% | −7−4.5% | Reduced |
| Central Trust Co | 143 | $57.7K | 0.00% | −356−71.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 141 | $56.9K | 0.00% | −65−31.6% | Reduced |
| Pinnacle Financial Partners Inc | 135 | $54.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 132 | $53.3K | 0.00% | +5+3.9% | Added |
| AdvisorNet Financial, Inc | 119 | $48.0K | 0.00% | +58+95.1% | Added |
| LGT Financial Advisors LLC | 110 | $44.4K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $41.2K | 0.00% | +3+3.0% | Added |
| Venturi Wealth Management, LLC | 101 | $40.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 101 | $40.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $40.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $38.3K | 0.00% | +1+1.1% | Added |
| CVA Family Office, LLC | 86 | $34.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $34.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 83 | $33.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 82 | $33.1K | 0.00% | +18+28.1% | Added |
| Smithfield Trust Co | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 79 | $31.9K | 0.00% | +1+1.3% | Added |
| Stuart Chaussee & Associates, Inc. | 77 | $31.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 76 | $30.7K | 0.00% | +9+13.4% | Added |
| Anchor Investment Management, LLC | 71 | $28.6K | 0.00% | +21+42.0% | Added |
| Colonial Trust Advisors | 71 | $28.6K | 0.00% | +71 | New |
| Quent Capital, LLC | 65 | $26.3K | 0.00% | +7+12.1% | Added |
| Ancora Advisors, LLC | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $24.7K | 0.01% | +4+7.0% | Added |
| Tortoise Investment Management, LLC | 61 | $24.6K | 0.00% | +61 | New |
| Trust Co of Vermont | 57 | $23.0K | 0.00% | +11+23.9% | Added |
| Valley National Advisers Inc | 50 | $20.0K | 0.00% | −3−5.7% | Reduced |
| Harbour Investments, Inc. | 48 | $19.4K | 0.00% | −19−28.4% | Reduced |
| Bokf, NA | 47 | $18.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $17.8K | 0.00% | +7+18.9% | Added |
| Centerpoint Advisors, LLC | 43 | $17.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 41 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $15.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $14.2K | 0.01% | +35 | New |
| Citizens National Bank Trust Department | 35 | $14.1K | 0.00% | 00.0% | Unchanged |