Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 816 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 $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
31
shares
|
$9,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
30
shares
|
$9,439
0.01% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
28
shares
|
$8,810
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$8,810
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$8,495
0.0% of portfolio
|
Q3 2022
Reduced 64.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$8,181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
26
shares
|
$8,181
0.0% of portfolio
|
Q3 2022
Reduced 89.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
25
shares
|
$7,866
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$7,866
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
22
shares
|
$6,922
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22
shares
|
$6,922
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
22
shares
|
$6,922
0.0% of portfolio
|
Q2 2024
Reduced 37.14%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
22
shares
|
$6,922
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$6,607
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$6,293
0.0% of portfolio
|
Q1 2025
Reduced 31.03%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
20
shares
|
$6,293
0.0% of portfolio
|
Q2 2023
Reduced 53.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
18
shares
|
$5,663
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
18
shares
|
$5,663
0.0% of portfolio
|
Q1 2021
Reduced 69.49%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
18
shares
|
$5,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
18
shares
|
$5,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
17
shares
|
$5,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
17
shares
|
$5,349
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$5,034
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16
shares
|
$5,034
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
16
shares
|
$5,034
0.0% of portfolio
|
Q4 2024
Reduced 84.47%
|