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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,494
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
5
shares
|
$1,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5
shares
|
$1,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$1,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,494
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4
shares
|
$1,195
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4
shares
|
$1,195
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
4
shares
|
$1,195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3
shares
|
$896
0.0% of portfolio
|
Q2 2022
Reduced 99.75%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
3
shares
|
$896
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3
shares
|
$896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2
shares
|
$597
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2
shares
|
$597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2
shares
|
$597
0.0% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2
shares
|
$597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2
shares
|
$597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$597
0.0% of portfolio
|
Q4 2024
New holding
|