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 2024
Institutional positions in Pool Corp as of Dec 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
- 741
- +31 vs. Q3 2024
- Shares held
- 37.9M
- +285.2K (+0.8%) vs. Q3 2024
- Total value
- $12.9B
- −$1.21B (−8.6%) vs. Q3 2024
- New holders
- 100
- 247 more added
- Sold out
- 69
- 289 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pool Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 230 | $78.0K | 0.22% | +1+0.4% | Added |
| WPG Advisers, LLC | 219 | $74.7K | 0.07% | +219 | New |
| Tortoise Investment Management, LLC | 208 | $70.9K | 0.01% | +92+79.3% | Added |
| Canada Pension Plan Investment Board | 200 | $68.2K | 0.00% | +200 | New |
| Caitong International Asset Management Co., Ltd | 198 | $67.5K | 0.07% | +198 | New |
| Shell Asset Management Co | 195 | $66.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 188 | $64.1K | 0.01% | −31−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 187 | $63.8K | 0.00% | −522−73.6% | Reduced |
| YANKCOM Partnership | 180 | $61.4K | 0.03% | +180 | New |
| JFS Wealth Advisors, LLC | 180 | $61.2K | 0.00% | +1+0.6% | Added |
| Compass Wealth Management LLC | 171 | $58.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 161 | $54.9K | 0.00% | −28−14.8% | Reduced |
| Financial Network Wealth Advisors LLC | 158 | $53.9K | 0.10% | −284−64.3% | Reduced |
| Bryn Mawr Trust Co | 158 | $53.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 158 | $53.9K | 0.00% | −168−51.5% | Reduced |
| Spire Wealth Management | 155 | $52.8K | 0.00% | −29−15.8% | Reduced |
| HM Payson & Co | 150 | $51.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 138 | $47.0K | 0.00% | +60+76.9% | Added |
| Central Trust Co | 136 | $46.4K | 0.00% | −7−4.9% | Reduced |
| UMA Financial Services, Inc. | 133 | $45.3K | 0.01% | +133 | New |
| Hexagon Capital Partners LLC | 132 | $45.0K | 0.01% | +132 | New |
| Cromwell Holdings LLC | 119 | $40.6K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 115 | $39.2K | 0.01% | +115 | New |
| Umb Bank N A | 112 | $38.2K | 0.00% | +15+15.5% | Added |
| LGT Financial Advisors LLC | 110 | $37.5K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 110 | $37.5K | 0.00% | +7+6.8% | Added |
| Proequities, Inc. | 98 | $35.3K | 0.00% | −121−55.3% | Reduced |
| Quadrant Capital Group LLC | 103 | $35.1K | 0.00% | +1+1.0% | Added |
| Skopos Labs, Inc. | 96 | $32.4K | 0.01% | +15+18.5% | Added |
| Allworth Financial LP | 89 | $32.0K | 0.00% | +8+9.9% | Added |
| SRS Capital Advisors, Inc. | 93 | $31.7K | 0.00% | +10+12.0% | Added |
| Sierra Ocean, LLC | 88 | $30.0K | 0.02% | +88 | New |
| Atala Financial Inc | 86 | $29.3K | 0.02% | +86 | New |
| MV Capital Management, Inc. | 84 | $28.6K | 0.00% | −3−3.4% | Reduced |
| CVA Family Office, LLC | 83 | $28.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $26.6K | 0.00% | −17−17.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 77 | $26.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 72 | $24.5K | 0.01% | +69+2,300.0% | Added |
| Anchor Investment Management, LLC | 71 | $24.2K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 70 | $23.9K | 0.00% | +70 | New |
| GeoWealth Management, LLC | 64 | $21.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 60 | $20.5K | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 59 | $20.1K | 0.00% | +2+3.5% | Added |
| Centerpoint Advisors, LLC | 55 | $19.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 55 | $18.9K | 0.00% | +15+37.5% | Added |
| Abound Wealth Management | 53 | $18.1K | 0.01% | −1−1.9% | Reduced |
| TD Waterhouse Canada Inc. | 53 | $18.1K | 0.00% | +50+1,666.7% | Added |
| Central Pacific Bank - Trust Division | 51 | $17.4K | 0.00% | +51 | New |
| Hemington Wealth Management | 48 | $16.0K | 0.00% | +4+9.1% | Added |
| Trust Co of Vermont | 46 | $15.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 46 | $15.7K | 0.00% | −9−16.4% | Reduced |
| Osterweis Capital Management Inc | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $14.0K | 0.00% | +41 | New |
| Foster Dykema Cabot & Partners, LLC | 40 | $13.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $13.0K | 0.00% | −3−7.3% | Reduced |
| Bell Investment Advisors, Inc | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 38 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $12.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 37 | $12.6K | 0.00% | +2+5.7% | Added |
| Parkside Financial Bank & Trust | 36 | $12.3K | 0.00% | +1+2.9% | Added |
| Rise Advisors, LLC | 35 | $12.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 35 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 35 | $11.4K | 0.00% | +3+9.4% | Added |
| SWAN Capital LLC | 31 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $10.0K | 0.01% | −1−3.2% | Reduced |
| Rothschild Investment LLC | 29 | $9.89K | 0.00% | −12−29.3% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $9.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $9.00K | 0.00% | +4+17.4% | Added |
| C M Bidwell & Associates Ltd | 26 | $8.86K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $8.53K | 0.00% | −3−10.7% | Reduced |
| Webster Bank, N. A. | 25 | $8.52K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 25 | $8.52K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 25 | $8.52K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 23 | $7.84K | 0.00% | −248−91.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.50K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 20 | $6.82K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 19 | $6.48K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 18 | $6.14K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $6.14K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 18 | $6.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $5.80K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 17 | $5.80K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16 | $5.46K | 0.00% | −87−84.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 14 | $4.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $4.77K | 0.00% | +14 | New |
| Altshuler Shaham Ltd | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $3.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $3.75K | 0.00% | +9+450.0% | Added |
| Chesapeake Asset Management LLC | 11 | $3.75K | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 10 | $3.41K | 0.00% | −11−52.4% | Reduced |
| Manchester Capital Management LLC | 10 | $3.41K | 0.00% | +1+11.1% | Added |
| Beacon Capital Management, LLC | 10 | $3.41K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $3.41K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $3.41K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $3.39K | 0.00% | +2+25.0% | Added |
| Concord Wealth Partners | 9 | $3.07K | 0.00% | 00.0% | Unchanged |