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; 617 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, Q3 2024
Institutional positions in Pool Corp as of Sep 30, 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
- 721
- −15 vs. Q2 2024
- Shares held
- 37.9M
- +2.35M (+6.6%) vs. Q2 2024
- Total value
- $14.2B
- +$3.30B (+30.2%) vs. Q2 2024
- New holders
- 79
- 236 more added
- Sold out
- 94
- 297 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 | 617 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 116 | $43.7K | 0.00% | +13+12.6% | Added |
| Cromwell Holdings LLC | 119 | $44.8K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 135 | $50.9K | 0.01% | +135 | New |
| Central Trust Co | 143 | $53.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 150 | $56.5K | 0.01% | −60−28.6% | Reduced |
| HM Payson & Co | 150 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 158 | $59.5K | 0.00% | +158 | New |
| Sentry Investment Management LLC | 164 | $62.0K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 171 | $64.4K | 0.02% | −16−8.6% | Reduced |
| Penserra Capital Management LLC | 179 | $67.0K | 0.00% | +2+1.1% | Added |
| JFS Wealth Advisors, LLC | 179 | $67.5K | 0.00% | +4+2.3% | Added |
| Spire Wealth Management | 184 | $69.4K | 0.00% | −15−7.5% | Reduced |
| Global Retirement Partners, LLC | 188 | $70.8K | 0.00% | +10+5.6% | Added |
| GWM Advisors LLC | 189 | $71.2K | 0.00% | −128−40.4% | Reduced |
| Federated Hermes, Inc. | 191 | $72.0K | 0.00% | +75+64.7% | Added |
| Shell Asset Management Co | 195 | $73.0K | 0.00% | +195 | New |
| Hall Laurie J Trustee | 210 | $79.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 219 | $82.5K | 0.00% | −14−6.0% | Reduced |
| Duncker Streett & Co Inc | 219 | $82.5K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 229 | $86.0K | 0.10% | −78−25.4% | Reduced |
| Zions Bancorporation, N.A. | 231 | $87.0K | 0.01% | +2+0.9% | Added |
| Citadel Advisors LLC | 233 | $87.8K | 0.00% | −91,893−99.7% | Reduced |
| Ridgewood Investments LLC | 233 | $87.8K | 0.04% | −9−3.7% | Reduced |
| SOA Wealth Advisors, LLC. | 239 | $90.1K | 0.02% | −40−14.3% | Reduced |
| VisionPoint Advisory Group, LLC | 271 | $102.1K | 0.03% | +39+16.8% | Added |
| Plante Moran Financial Advisors, LLC | 271 | $102.1K | 0.01% | +271 | New |
| Grandeur Peak Global Advisors, LLC | 306 | $115.3K | 0.01% | −5,412−94.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 326 | $122.8K | 0.00% | +164+101.2% | Added |
| Hilltop National Bank | 349 | $131.5K | 0.04% | −15−4.1% | Reduced |
| Brown Brothers Harriman & Co | 394 | $148.5K | 0.00% | −71−15.3% | Reduced |
| Paradigm Asset Management Co LLC | 400 | $150.7K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 402 | $151.5K | 0.02% | +80+24.8% | Added |
| Mendota Financial Group, LLC | 415 | $156.4K | 0.07% | −10−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 425 | $160.1K | 0.00% | +425 | New |
| Financial Network Wealth Advisors LLC | 442 | $166.5K | 0.14% | +21+5.0% | Added |
| AdvisorNet Financial, Inc | 445 | $167.7K | 0.01% | +364+449.4% | Added |
| Eagle Bay Advisors LLC | 456 | $171.8K | 0.07% | +91+24.9% | Added |
| Colonial Trust Co | 463 | $174.3K | 0.03% | +176+61.3% | Added |
| Smartleaf Asset Management LLC | 481 | $179.2K | 0.02% | +114+31.1% | Added |
| Centiva Capital, LP | 497 | $187.3K | 0.01% | −3,361−87.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $188.3K | 0.01% | +400+400.0% | Added |
| Signaturefd, LLC | 510 | $192.1K | 0.00% | −51−9.1% | Reduced |
| Whittier Trust Co | 517 | $194.8K | 0.00% | −16−3.0% | Reduced |
| Horizon Investments, LLC | 519 | $194.9K | 0.01% | −54−9.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 526 | $198.1K | 0.04% | +114+27.7% | Added |
| CIBC Private Wealth Group, LLC | 526 | $198.2K | 0.00% | −817−60.8% | Reduced |
| Mather Group, LLC. | 528 | $199.0K | 0.00% | −65−11.0% | Reduced |
| Oarsman Capital, Inc. | 534 | $201.2K | 0.04% | −194−26.6% | Reduced |
| Intech Investment Management LLC | 537 | $202.3K | 0.00% | +537 | New |
| NEOS Investment Management LLC | 537 | $202.3K | 0.01% | +537 | New |
| Pittenger & Anderson Inc | 545 | $205.4K | 0.01% | −1,151−67.9% | Reduced |
| Trajan Wealth LLC | 545 | $205.4K | 0.01% | +545 | New |
| Quotient Wealth Partners, LLC | 550 | $207.2K | 0.01% | −225−29.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 550 | $207.2K | 0.01% | +550 | New |
| NorthRock Partners, LLC | 562 | $211.8K | 0.01% | −231−29.1% | Reduced |
| RSM US Wealth Management LLC | 569 | $213.9K | 0.00% | +569 | New |
| Entropy Technologies, LP | 569 | $214.4K | 0.02% | −7,197−92.7% | Reduced |
| Highland Capital Management, LLC | 569 | $214.4K | 0.01% | +569 | New |
| Claret Asset Management Corp | 572 | $216.0K | 0.04% | +572 | New |
| Peapack Gladstone Financial Corp | 575 | $217.0K | 0.00% | +575 | New |
| Ronald Blue Trust, Inc. | 709 | $217.9K | 0.00% | +463+188.2% | Added |
| Ieq Capital, LLC | 582 | $219.2K | 0.00% | −459−44.1% | Reduced |
| CIBC World Markets Inc. | 583 | $220.0K | 0.00% | +583 | New |
| Emerald Advisers, LLC | 587 | $221.2K | 0.01% | −13−2.2% | Reduced |
| Walleye Trading LLC | 591 | $222.7K | 0.01% | −698−54.2% | Reduced |
| Waterloo Capital, L.P. | 593 | $223.3K | 0.02% | −645−52.1% | Reduced |
| LRI Investments, LLC | 625 | $223.5K | 0.02% | −44−6.6% | Reduced |
| Rinkey Investments | 598 | $225.4K | 0.07% | +598 | New |
| Avidian Wealth Solutions, LLC | 605 | $228.0K | 0.01% | +605 | New |
| Capstone Investment Advisors, LLC | 606 | $228.3K | 0.00% | −26−4.1% | Reduced |
| Fiduciary Family Office, LLC | 622 | $234.4K | 0.08% | −1,029−62.3% | Reduced |
| Summit Trail Advisors, LLC | 623 | $234.9K | 0.01% | −55−8.1% | Reduced |
| Eqis Capital Management, Inc. | 636 | $239.7K | 0.02% | −43−6.3% | Reduced |
| Ballentine Partners, LLC | 639 | $240.8K | 0.00% | −55−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 642 | $241.9K | 0.00% | −44−6.4% | Reduced |
| Associated Banc-Corp | 647 | $243.8K | 0.01% | +647 | New |
| Canandaigua National Bank & Trust Co | 654 | $246.4K | 0.02% | −137−17.3% | Reduced |
| Seeds Investor LLC | 656 | $247.3K | 0.09% | +656 | New |
| QRG Capital Management, Inc. | 659 | $248.4K | 0.00% | +659 | New |
| Hutchens & Kramer Investment Management Group, LLC | 665 | $249.8K | 0.14% | +665 | New |
| Fidelis Capital Partners, LLC | 720 | $252.5K | 0.03% | +16+2.3% | Added |
| Wetherby Asset Management Inc | 671 | $252.8K | 0.01% | −51−7.1% | Reduced |
| American Trust | 674 | $254.0K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 677 | $255.1K | 0.00% | −32−4.5% | Reduced |
| Sterling Capital Management LLC | 680 | $256.2K | 0.00% | +680 | New |
| Huntington National Bank | 680 | $256.2K | 0.00% | −5−0.7% | Reduced |
| Moody Aldrich Partners LLC | 692 | $260.7K | 0.05% | −348−33.5% | Reduced |
| Wolverine Trading, LLC | 700 | $260.8K | 0.01% | −1,702−70.9% | Reduced |
| Mutual Advisors, LLC | 695 | $262.3K | 0.01% | +2+0.3% | Added |
| Bleakley Financial Group, LLC | 699 | $263.4K | 0.01% | −84−10.7% | Reduced |
| Net Worth Advisory Group | 702 | $264.0K | 0.08% | +702 | New |
| Jones Financial Companies LLLP | 725 | $270.4K | 0.00% | +269+59.0% | Added |
| OneAscent Wealth Management LLC | 719 | $271.0K | 0.10% | −72−9.1% | Reduced |
| Assetmark, Inc | 739 | $278.5K | 0.00% | +74+11.1% | Added |
| Gitterman Wealth Management, LLC | 737 | $278.8K | 0.12% | +737 | New |
| Gotham Asset Management, LLC | 753 | $283.7K | 0.00% | −8,766−92.1% | Reduced |
| Vestcor Inc | 754 | $284.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 758 | $285.6K | 0.08% | +18+2.4% | Added |
| Profund Advisors LLC | 761 | $286.7K | 0.01% | +6+0.8% | Added |
| Gen-Wealth Partners Inc | 788 | $287.2K | 0.13% | +210+36.3% | Added |