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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 231 | $87.0K | 0.01% | +2+0.9% | Added |
| McClarren Financial Advisors, Inc. | 229 | $86.0K | 0.10% | −78−25.4% | Reduced |
| Proequities, Inc. | 219 | $82.5K | 0.00% | −14−6.0% | Reduced |
| Duncker Streett & Co Inc | 219 | $82.5K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 210 | $79.0K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 195 | $73.0K | 0.00% | +195 | New |
| Federated Hermes, Inc. | 191 | $72.0K | 0.00% | +75+64.7% | Added |
| GWM Advisors LLC | 189 | $71.2K | 0.00% | −128−40.4% | Reduced |
| Global Retirement Partners, LLC | 188 | $70.8K | 0.00% | +10+5.6% | Added |
| Spire Wealth Management | 184 | $69.4K | 0.00% | −15−7.5% | Reduced |
| JFS Wealth Advisors, LLC | 179 | $67.5K | 0.00% | +4+2.3% | Added |
| Penserra Capital Management LLC | 179 | $67.0K | 0.00% | +2+1.1% | Added |
| Compass Wealth Management LLC | 171 | $64.4K | 0.02% | −16−8.6% | Reduced |
| Sentry Investment Management LLC | 164 | $62.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 158 | $59.5K | 0.00% | +158 | New |
| 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 |
| Central Trust Co | 143 | $53.9K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 135 | $50.9K | 0.01% | +135 | New |
| Cromwell Holdings LLC | 119 | $44.8K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 116 | $43.7K | 0.00% | +13+12.6% | Added |
| LGT Financial Advisors LLC | 110 | $41.4K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $38.8K | 0.00% | −45−30.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 103 | $38.8K | 0.00% | −19−15.6% | Reduced |
| Quadrant Capital Group LLC | 102 | $38.4K | 0.00% | −16−13.6% | Reduced |
| Operose Advisors LLC | 101 | $38.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 97 | $36.5K | 0.00% | −110−53.1% | Reduced |
| Lindbrook Capital, LLC | 95 | $35.8K | 0.00% | +12+14.5% | Added |
| MV Capital Management, Inc. | 87 | $32.8K | 0.00% | +2+2.4% | Added |
| SRS Capital Advisors, Inc. | 83 | $31.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 83 | $31.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 81 | $30.5K | 0.00% | +8+11.0% | Added |
| Skopos Labs, Inc. | 81 | $30.5K | 0.01% | +81 | New |
| Smithfield Trust Co | 80 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $29.4K | 0.00% | −27−25.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 77 | $29.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 71 | $26.8K | 0.00% | −522−88.0% | Reduced |
| Anchor Investment Management, LLC | 71 | $26.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 64 | $24.1K | 0.00% | +64 | New |
| Geneos Wealth Management Inc. | 57 | $21.5K | 0.00% | +51+850.0% | Added |
| Centerpoint Advisors, LLC | 55 | $21.0K | 0.01% | +12+27.9% | Added |
| ORG Partners LLC | 55 | $20.7K | 0.00% | +1+1.9% | Added |
| Abound Wealth Management | 54 | $20.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $18.5K | 0.00% | +49 | New |
| Trust Co of Vermont | 46 | $17.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $15.4K | 0.00% | −29−41.4% | Reduced |
| Rothschild Investment LLC | 41 | $15.4K | 0.00% | −16−28.1% | Reduced |
| Osterweis Capital Management Inc | 41 | $15.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40 | $15.2K | 0.00% | +5+14.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 40 | $15.1K | 0.00% | +40 | New |
| Hemington Wealth Management | 44 | $15.0K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 38 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 38 | $14.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $14.1K | 0.00% | −18−32.7% | Reduced |
| Bruce G. Allen Investments, LLC | 37 | $13.9K | 0.01% | +16+76.2% | Added |
| Rise Advisors, LLC | 35 | $13.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $13.2K | 0.00% | −14−28.6% | Reduced |
| Citizens National Bank Trust Department | 35 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $13.2K | 0.01% | +35 | New |
| Ashton Thomas Securities, LLC | 32 | $12.1K | 0.00% | +32 | New |
| Covestor Ltd | 31 | $12.0K | 0.01% | −24−43.6% | Reduced |
| Bokf, NA | 32 | $11.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $11.7K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $10.6K | 0.00% | −28−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $10.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $9.80K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $9.42K | 0.00% | −8−24.2% | Reduced |
| Security National Bank | 25 | $9.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $8.29K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $7.91K | 0.00% | +8+61.5% | Added |
| Delta Asset Management LLC | 20 | $7.54K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $7.00K | 0.00% | +8+80.0% | Added |
| Pacific Center for Financial Services | 18 | $6.78K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 18 | $6.78K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $6.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 14 | $5.28K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 11 | $4.14K | 0.00% | +1+10.0% | Added |
| Fortitude Family Office, LLC | 11 | $4.14K | 0.00% | +11 | New |
| Flaharty Asset Management, LLC | 10 | $3.77K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 10 | $3.77K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 9 | $3.39K | 0.00% | +5+125.0% | Added |
| Concord Wealth Partners | 9 | $3.39K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $3.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $2.98K | 0.00% | +4+100.0% | Added |
| Naples Money Management LLC | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 7 | $2.64K | 0.00% | +7 | New |
| TD Capital Management LLC | 6 | $2.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.26K | 0.00% | −1−14.3% | Reduced |
| Financial Gravity Companies, Inc. | 6 | $2.26K | 0.00% | +6 | New |
| Clear Point Advisors Inc. | 5 | $1.96K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.88K | 0.00% | +2+66.7% | Added |
| McIlrath & Eck, LLC | 5 | $1.88K | 0.00% | +5 | New |