POOL CORP POOL
COM · Common Stock · CUSIP 73278L105 · ISIN US73278L1052
American distributor of swimming pool supplies, equipment, and related outdoor products
- SectorIndustrials
- IndustryWholesale-Misc Durable Goods
- HeadquartersCovington, LA
- Founded1993
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.4m this quarter). Holder counts are more reliable. Shares outstanding: 39.1m as of 2023-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $374.36. Options: 16 managers hold calls ($159.8m notional), 23 hold puts ($394.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 654 |
| Q4 2022 | 663 |
| Q1 2023 | 693 |
| Q2 2023 | 708 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 299 | 323 |
| Q1 2023 | 354 | 288 |
| Q2 2023 | 363 | 293 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $63.4m | $230.9m | 3.64 |
| Q4 2022 | $48.0m | $104.4m | 2.17 |
| Q1 2023 | $92.3m | $429.0m | 4.65 |
| Q2 2023 | $159.8m | $394.7m | 2.47 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +249.4k |
| AMERIPRISE FINANCIAL INC | Added | +203.8k |
| Candlestick Capital Management LP | New | +170.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +162.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +162.1k |
| Artisan Partners Limited Partnership | Added | +125.1k |
| Ensign Peak Advisors, Inc | Added | +107.4k |
| LORD, ABBETT & CO. LLC | Added | +102.3k |
| ArrowMark Colorado Holdings LLC | Added | +98.7k |
| Waratah Capital Advisors Ltd. | Added | +93.6k |
Biggest sellers
| Select Equity Group, L.P. | Reduced | -302.5k |
| CITADEL ADVISORS LLC | Reduced | -291.1k |
| FMR LLC | Reduced | -183.5k |
| Zurich Insurance Group Ltd/FI | Sold out | -161.3k |
| Artemis Investment Management LLP | Reduced | -157.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -154.1k |
| CHILTON INVESTMENT CO INC. | Reduced | -131.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -131.3k |
| MORGAN STANLEY | Reduced | -109.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -108.0k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $37.8m100.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.5m89.4k shares |
| CITADEL ADVISORS LLC | Reduced | $29.9m79.7k shares |
| Twin Tree Management, LP | New | $29.6m79.0k shares |
| D. E. Shaw & Co., Inc. | Added | $8.6m22.9k shares |
| TWO SIGMA SECURITIES, LLC | Added | $7.6m20.2k shares |
| Walleye Trading LLC | Added | $3.4m9.1k shares |
| GROUP ONE TRADING LLC | Added | $2.7m7.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.9m5.0k shares |
| Walleye Capital LLC | New | $1.4m3.7k shares |
Biggest puts
| Deer Park Road Corp | Reduced | $187.3m500.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $87.4m233.3k shares |
| CITADEL ADVISORS LLC | Reduced | $37.4m99.9k shares |
| JANE STREET GROUP, LLC | Reduced | $21.5m57.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $15.0m40.0k shares |
| Twin Tree Management, LP | New | $10.3m27.4k shares |
| SIMPLEX TRADING, LLC | Added | $9.4m25.0k shares |
| Walleye Trading LLC | Added | $6.0m16.1k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $3.7m10.0k shares |
| Walleye Capital LLC | New | $3.7m9.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-10-27 | 11.5% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution +3.1 pts · filed 2026-05-14 | 7.8% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +1.0 pts · filed 2025-11-12 | 6.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.7% |
| T. Rowe Price Investment Management, Inc. 13G · institution new · filed 2026-02-17 | 5.4% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), BERKSHIRE HATHAWAY INC (0.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $50.2m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 2 | $311.1k | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $960.0k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 1 | $821.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-09 | NEIL JENNIFER M General Counsel/Secretary | Sold | $821.2k2.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 4.5m $1.7bn | Added +13.1k |
| BlackRock Inc. 0.04% of their portfolio | 3.7m $1.4bn | Added +93.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.88% of their portfolio | 1.8m $667.5m | Added +162.8k |
| STATE STREET CORP 0.03% of their portfolio | 1.5m $565.9m | Added +54.3k |
| MORGAN STANLEY 0.04% of their portfolio | 1.1m $419.8m | Reduced -109.9k |
| Select Equity Group, L.P. 1.48% of their portfolio | 1.0m $393.2m | Reduced -302.5k |
| NEUBERGER BERMAN GROUP LLC 0.30% of their portfolio | 909.7k $340.8m | Reduced -67.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 883.1k $330.0m | Added +25.7k |
| BLAIR WILLIAM & CO/IL 1.05% of their portfolio | 765.3k $286.7m | Added +42.2k |
| BAILLIE GIFFORD & CO 0.21% of their portfolio | 648.4k $242.9m | Reduced -11.6k |
| PICTET ASSET MANAGEMENT SA 0.28% of their portfolio | 628.5k $235.4m | Added +25.9k |
| MACQUARIE GROUP LTD 0.24% of their portfolio | 571.0k $213.9m | Added +71.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 552.2k $206.9m | Added +249.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.66% of their portfolio | 546.9k $204.9m | Added +10.3k |
| Invesco Ltd. 0.05% of their portfolio | 520.0k $194.8m | Reduced -69.1k |
| WASATCH ADVISORS LP 1.04% of their portfolio | 457.9k $171.5m | Added +58.4k |
| Findlay Park Partners LLP 1.67% of their portfolio | 434.6k $162.8m | Reduced -27.3k |
| Echo Street Capital Management LLC 1.34% of their portfolio | 418.5k $156.8m | Reduced -23.7k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 408.5k $153.0m | Added +11.8k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 398.2k $149.2m | Added +16.2k |
| LONDON CO OF VIRGINIA 0.83% of their portfolio | 392.3k $147.0m | Reduced -24.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 390.0k $146.1m | Reduced -5.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.21% of their portfolio | 357.1k $133.8m | Added +162.1k |
| CONGRESS ASSET MANAGEMENT CO 1.15% of their portfolio | 354.8k $132.9m | Reduced -2.4k |
| Artisan Partners Limited Partnership 0.20% of their portfolio | 337.6k $126.5m | Added +125.1k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 330.4k $123.8m | Added +74.7k |
| Handelsbanken Fonder AB 0.66% of their portfolio | 329.5k $123.4m | Reduced -10.2k |
| PARNASSUS INVESTMENTS, LLC 0.29% of their portfolio | 327.8k $122.8m | Added +23.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 322.6k $120.9m | Added +1.8k |
| GILDER GAGNON HOWE & CO LLC 1.63% of their portfolio | 318.7k $119.4m | Added +9.1k |
| Capital World Investors 0.02% of their portfolio | 317.7k $119.0m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 305.7k $114.5m | Added +5.3k |
| Baird Financial Group, Inc. 0.29% of their portfolio | 292.5k $109.6m | Reduced -47.8k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.78% of their portfolio | 281.8k $105.6m | Added +13.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 281.4k $105.4m | Added +3.9k |
| RAYMOND JAMES & ASSOCIATES 0.08% of their portfolio | 274.3k $102.8m | Added +1.7k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 262.4k $98.3m | Added +203.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 249.3k $93.4m | Reduced -13.6k |
| Legal & General Group Plc 0.03% of their portfolio | 239.6k $89.8m | Reduced -17.7k |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 236.8k $88.7m | Added +107.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 229.1k $85.8m | Reduced -422 |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 219.0k $82.0m | Added +9.3k |
| Swedbank AB 0.14% of their portfolio | 211.2k $79.1m | Reduced -7.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.47% of their portfolio | 198.6k $74.4m | Added +6.7k |
| Waratah Capital Advisors Ltd. 3.73% of their portfolio | 197.8k $74.1m | Added +93.6k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 197.0k $73.8m | Added +854 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 183.0k $68.6m | Added +861 |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 177.9k $66.6m | Reduced -131.3k |
| Candlestick Capital Management LP 2.15% of their portfolio | 170.0k $63.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 168.9k $57.8m | Unchanged |
| Allianz Asset Management GmbH 0.13% of their portfolio | 168.4k $63.1m | Added +652 |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 167.7k $62.8m | Reduced -40.8k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 164.9k $61.8m | Added +15.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 161.8k $60.6m | Reduced -108.0k |
| Artemis Investment Management LLP 0.73% of their portfolio | 161.0k $56.9m | Reduced -157.8k |
| FMR LLC 0.01% of their portfolio | 160.2k $60.0m | Reduced -183.5k |
| VILLERE ST DENIS J & CO LLC 4.29% of their portfolio | 158.1k $59.2m | Reduced -150 |
| Empower Advisory Group, LLC 0.25% of their portfolio | 152.0k $56.9m | Added +4.9k |
| Swiss National Bank 0.04% of their portfolio | 141.1k $52.9m | Reduced -13.9k |
| TimesSquare Capital Management, LLC 0.73% of their portfolio | 135.7k $50.8m | Reduced -54.0k |
| Premier Fund Managers Ltd 1.99% of their portfolio | 135.0k $50.0m | Unchanged |
| EULAV Asset Management 1.88% of their portfolio | 134.4k $50.4m | Added +19.4k |
| James Hambro & Partners LLP 3.22% of their portfolio | 130.5k $48.9m | Added +14.5k |
| LORD, ABBETT & CO. LLC 0.08% of their portfolio | 130.0k $48.7m | Added +102.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 127.5k $47.8m | Added +18.8k |
| Amundi 0.02% of their portfolio | 124.0k $46.1m | Added +15.9k |
| DAVENPORT & Co LLC 0.33% of their portfolio | 120.1k $44.7m | Added +20.4k |
| Aberdeen Group plc 0.10% of their portfolio | 120.0k $45.0m | Reduced -23.7k |
| CHILTON INVESTMENT CO INC. 1.29% of their portfolio | 117.9k $44.2m | Reduced -131.6k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 115.1k $43.1m | Added +91.8k |
| FIL Ltd 0.05% of their portfolio | 115.1k $43.1m | Reduced -16.6k |
| Evercore Wealth Management, LLC 0.78% of their portfolio | 113.4k $42.5m | Added +38.6k |
| Copeland Capital Management, LLC 0.82% of their portfolio | 106.2k $39.8m | Added +17.8k |
| ArrowMark Colorado Holdings LLC 0.42% of their portfolio | 101.7k $38.1m | Added +98.7k |
| Alyeska Investment Group, L.P. 0.28% of their portfolio | 99.4k $37.2m | Reduced -65.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 97.6k $36.6m | Reduced -16.1k |
| BARCLAYS PLC 0.02% of their portfolio | 96.5k $36.2m | Added +6.6k |
| Fenimore Asset Management Inc 0.89% of their portfolio | 95.3k $35.7m | Added +584 |
| BAMCO INC /NY/ 0.10% of their portfolio | 94.8k $35.5m | Added +18.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 94.1k $35.2m | Added +42.8k |
| DEARBORN PARTNERS LLC 1.32% of their portfolio | 92.2k $34.5m | Reduced -34 |
| GENEVA CAPITAL MANAGEMENT LLC 0.68% of their portfolio | 91.6k $34.3m | Reduced -5.3k |
| Stephens Investment Management Group LLC 0.52% of their portfolio | 88.6k $33.2m | Added +1.5k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 84.7k $31.8m | Reduced -2.6k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.17% of their portfolio | 83.6k $31.3m | Added +682 |
| AVIVA PLC 0.13% of their portfolio | 82.0k $30.7m | Added +3.1k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 81.8k $30.7m | Added +12.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 81.6k $30.6m | Reduced -1.3k |
| Wilkinson Global Asset Management LLC 2.31% of their portfolio | 81.0k $30.3m | Reduced -287 |
| Conestoga Capital Advisors, LLC 0.46% of their portfolio | 77.5k $29.0m | Reduced -349 |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 74.9k $28.1m | Reduced -898 |
| California Public Employees Retirement System 0.02% of their portfolio | 72.5k $27.1m | Reduced -24.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 71.9k $26.9m | Reduced -23.1k |
| NFJ INVESTMENT GROUP, LLC 0.71% of their portfolio | 71.1k $26.6m | Reduced -1.4k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 70.7k $26.5m | Reduced -5.7k |
| National Pension Service 0.04% of their portfolio | 70.3k $26.1m | Added +2.3k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 69.9k $26.2m | Reduced -291.1k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.86% of their portfolio | 66.0k $24.7m | Added +29.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 63.2k $23.7m | Reduced -10.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 62.9k $23.6m | Reduced -1.3k |