Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 796 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
35
shares
|
$8,481
0.0% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$8,481
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
35
shares
|
$8,481
0.0% of portfolio
|
Q4 2025
Reduced 46.97%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
33
shares
|
$7,996
0.01% of portfolio
|
Q3 2025
Added 450.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
32
shares
|
$7,754
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
31
shares
|
$7,511
0.01% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
31
shares
|
$7,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
30
shares
|
$7,269
0.01% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
30
shares
|
$7,269
0.0% of portfolio
|
Q3 2025
Reduced 43.4%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
28
shares
|
$6,784
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
28
shares
|
$6,784
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
27
shares
|
$6,542
0.0% of portfolio
|
Q3 2022
Reduced 64.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
26
shares
|
$6,300
0.0% of portfolio
|
Q4 2025
Added 44.44%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
26
shares
|
$6,300
0.0% of portfolio
|
Q3 2022
Reduced 89.43%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
25
shares
|
$6,058
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$5,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
22
shares
|
$5,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22
shares
|
$5,331
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$5,088
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
21
shares
|
$5,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
20
shares
|
$4,846
0.0% of portfolio
|
Q2 2023
Reduced 53.49%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
20
shares
|
$4,846
0.0% of portfolio
|
Q4 2025
Added 53.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19
shares
|
$4,604
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
18
shares
|
$4,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
18
shares
|
$4,361
0.0% of portfolio
|
Q1 2021
Reduced 69.49%
|
|