Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 815 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
33
shares
|
$9,860
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
31
shares
|
$9,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
30
shares
|
$8,964
0.01% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
28
shares
|
$8,366
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$8,366
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$8,067
0.0% of portfolio
|
Q3 2022
Reduced 64.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
26
shares
|
$7,769
0.0% of portfolio
|
Q3 2022
Reduced 89.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$7,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
25
shares
|
$7,470
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$7,470
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
22
shares
|
$6,573
0.0% of portfolio
|
Q2 2024
Reduced 37.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
22
shares
|
$6,573
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
22
shares
|
$6,573
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22
shares
|
$6,573
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$6,275
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
20
shares
|
$5,976
0.0% of portfolio
|
Q2 2023
Reduced 53.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$5,976
0.0% of portfolio
|
Q1 2025
Reduced 31.03%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
18
shares
|
$5,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
18
shares
|
$5,378
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
18
shares
|
$5,378
0.0% of portfolio
|
Q1 2021
Reduced 69.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
18
shares
|
$5,378
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
17
shares
|
$5,079
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$5,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16
shares
|
$4,780
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
16
shares
|
$4,780
0.0% of portfolio
|
Q1 2025
Added 60.0%
|