POOL · Company research
Pool Corporation (POOL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1481 | 318358 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1619 | 347941 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rule One Partners, LLC | 2040263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28501 | 6031382 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13888 | 2984531 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2530 | 543697 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792 | 170201 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1289 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Linden Thomas Advisory Services, LLC | 1965702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1190 | 255731 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500300 | 107514743 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3497 | 751505 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| T. Rowe Price Investment Management, Inc. | 1897612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1988405 | 427309 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6272 | 1347853 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 861 | 185029 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 1714 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 346844 | 74536776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aristotle Capital Boston, LLC | 1633911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4355 | 936064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9438 | 2028191 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460 | 99217 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84598 | 18180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 525 | 112823 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 3224 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Formuepleje A/S | 1801212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157327 | 33809572 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79794 | 16885199 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 989 | 212536 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9255 | 1988900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 860 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132792 | 28537001 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CLOUGH CAPITAL PARTNERS L P | 1276144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130121 | 27963003 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Copeland Capital Management, LLC | 1541743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 4298 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Conestoga Capital Advisors, LLC | 1163744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90032 | 19347877 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSSIAM | 1767471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16643 | 3576581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| waypoint wealth counsel | 1807909 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1118 | 240259 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3837 | 824571 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1038 | 223066 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7194 | 1545991 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Eldred Rock Partners, LLC | 1984180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88552 | 19029825 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 215 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1269119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39529 | 8494782 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1637 | 351809 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Diligent Investors, LLC | 1549042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3738 | 803323 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 3868 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 346844 | 74536776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111533 | 23968442 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14112 | 3032669 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 3438 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 430 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1982 | 401018 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190128 | 40858562 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 560 | 120344 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CIM, LLC | 1364725 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3776 | 811462 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2025396 | 435257683 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153626 | 33014227 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1851 | 397780 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wick Capital Partners, LLC | 1904388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1058 | 227364 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneDigital Investment Advisors LLC | 1690370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1023 | 219859 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1227 | 263674 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1568 | 336956 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Persistent Asset Partners Ltd | 2056052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 107450 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Quantum Capital Management, LLC / NJ | 1513125 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32699 | 7027015 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2266 | 486963 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12098 | 2599818 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 19771 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65321 | 14037483 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Diametric Capital, LP | 1719087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7874 | 1692122 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 13626 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3958 | 850574 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118559 | 25478329 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Southpoint Capital Advisors LP | 1319998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300000 | 64470000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CastleKnight Management LP | 1835751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 2535820 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1763 | 378869 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 1375360 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 965 | 207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20567 | 4419881 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 972 | 208692 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1070 | 229943 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17666 | 3796 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisors Capital Management, LLC | 1345576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29078 | 6248978 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Prospect Capital Advisors, LLC | 1632368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 3223500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432812 | 93011478 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WATERS PARKERSON & CO., LLC | 1222993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86219 | 18528463 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.