Institutional Ownership Pool Corp (POOL)
This table provides information about the institutional ownership of Pool Corp (POOL). We have compiled data on the 806 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
46
shares
|
$11,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
46
shares
|
$11,146
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
46
shares
|
$11,146
0.0% of portfolio
|
Q3 2025
Reduced 72.62%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
43
shares
|
$10,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
41
shares
|
$9,935
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
40
shares
|
$9,692
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$9,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
38
shares
|
$9,208
0.0% of portfolio
|
Q4 2023
Reduced 54.76%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$8,481
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
35
shares
|
$8,481
0.0% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
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%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
28
shares
|
$6,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
24
shares
|
$5,815
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
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
|
|