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 ($63.6m this quarter). Holder counts are more reliable. Shares outstanding: 38.3m as of 2024-07-25, 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 ≈ $307.36. Options: 14 managers hold calls ($23.8m notional), 15 hold puts ($71.8m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 654 |
| Q4 2022 | 663 |
| Q1 2023 | 693 |
| Q2 2023 | 708 |
| Q3 2023 | 728 |
| Q4 2023 | 763 |
| Q1 2024 | 772 |
| Q2 2024 | 746 |
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 |
| Q3 2023 | 347 | 318 |
| Q4 2023 | 327 | 365 |
| Q1 2024 | 377 | 333 |
| Q2 2024 | 347 | 386 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $154.3m | $178.6m | 1.16 |
| Q4 2023 | $145.7m | $205.5m | 1.41 |
| Q1 2024 | $104.2m | $147.6m | 1.42 |
| Q2 2024 | $23.8m | $71.8m | 3.01 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | New | +1.1m |
| JPMORGAN CHASE & CO | Added | +126.5k |
| FIRST TRUST ADVISORS LP | Added | +125.8k |
| CALEDONIA INVESTMENTS PLC | New | +121.7k |
| Bank of New York Mellon Corp | Added | +91.0k |
| Man Group plc | Added | +78.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +58.6k |
| Formuepleje A/S | Added | +53.9k |
| BRIDGES INVESTMENT MANAGEMENT INC | Added | +42.9k |
| Weiss Asset Management LP | Added | +42.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| Select Equity Group, L.P. | Reduced | -281.3k |
| James Hambro & Partners LLP | Reduced | -198.8k |
| Artisan Partners Limited Partnership | Reduced | -172.9k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -168.2k |
| AMERIPRISE FINANCIAL INC | Reduced | -154.3k |
| Baird Financial Group, Inc. | Reduced | -119.9k |
| Artemis Investment Management LLP | Sold out | -99.0k |
| Handelsbanken Fonder AB | Reduced | -95.5k |
| FMR LLC | Reduced | -83.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.8m32.0k shares |
| CITADEL ADVISORS LLC | Reduced | $5.7m18.6k shares |
| Walleye Capital LLC | Reduced | $2.1m6.7k shares |
| Centiva Capital, LP | New | $1.2m4.0k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $1.2m3.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $983.0k3.2k shares |
| WOLVERINE TRADING, LLC | Added | $922.0k3.0k shares |
| JANE STREET GROUP, LLC | Added | $891.3k2.9k shares |
| PEAK6 Investments LLC | Reduced | $614.7k2.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $307.3k1.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.3m101.7k shares |
| CITADEL ADVISORS LLC | Reduced | $12.7m41.4k shares |
| GROUP ONE TRADING LLC | New | $5.7m18.6k shares |
| Walleye Capital LLC | Reduced | $4.1m13.5k shares |
| IMC-Chicago, LLC | Reduced | $3.9m12.6k shares |
| JANE STREET GROUP, LLC | Added | $3.3m10.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.2m7.2k shares |
| GTS SECURITIES LLC | New | $2.0m6.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.9m6.2k shares |
| Centiva Capital, LP | New | $1.2m4.0k 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 2024
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 2022 | 0 | — | 1 | $960.0k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 1 | $821.2k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $15.9m | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 4.4m $1.4bn | Reduced -25.8k |
| BlackRock Inc. 0.02% of their portfolio | 3.3m $1.0bn | Added +16.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.58% of their portfolio | 2.1m $646.3m | Added +34.0k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.1m $631.5m | Added +126.5k |
| STATE STREET CORP 0.02% of their portfolio | 1.6m $487.9m | Added +18.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 1.1m $338.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 958.1k $293.7m | Added +17.8k |
| MORGAN STANLEY 0.02% of their portfolio | 951.7k $292.5m | Reduced -1.7m |
| BLAIR WILLIAM & CO/IL 0.81% of their portfolio | 854.7k $262.7m | Added +11.1k |
| Invesco Ltd. 0.04% of their portfolio | 679.2k $208.7m | Reduced -57.3k |
| NEUBERGER BERMAN GROUP LLC 0.16% of their portfolio | 622.5k $191.3m | Reduced -168.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.46% of their portfolio | 576.7k $177.2m | Reduced -71.4k |
| MACQUARIE GROUP LTD 0.20% of their portfolio | 562.7k $172.9m | Added +13.3k |
| WASATCH ADVISORS LP 0.92% of their portfolio | 561.9k $172.7m | Added +36.9k |
| BAILLIE GIFFORD & CO 0.13% of their portfolio | 549.1k $168.8m | Reduced -8.8k |
| Pictet Asset Management Holding SA 0.19% of their portfolio | 539.1k $165.7m | Reduced -33.1k |
| LONDON CO OF VIRGINIA 0.91% of their portfolio | 527.5k $162.1m | Added +5.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 433.2k $133.1m | Added +91.0k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 432.9k $133.0m | Reduced -251 |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 430.3k $132.2m | Added +37.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 395.0k $121.4m | Reduced -13.9k |
| Select Equity Group, L.P. 0.45% of their portfolio | 365.9k $112.5m | Reduced -281.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 347.4k $106.8m | Added +4.4k |
| CONGRESS ASSET MANAGEMENT CO 0.76% of their portfolio | 345.9k $106.3m | Reduced -5.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 343.4k $105.5m | Added +12.2k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 322.6k $99.2m | Added +3.4k |
| Capital World Investors 0.02% of their portfolio | 317.7k $97.6m | Unchanged |
| BESSEMER GROUP INC 0.17% of their portfolio | 310.7k $95.5m | Added +17.0k |
| GILDER GAGNON HOWE & CO LLC 1.19% of their portfolio | 309.0k $95.0m | Reduced -1.8k |
| RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio | 304.9k $93.7m | Added +7.4k |
| LORD, ABBETT & CO. LLC 0.15% of their portfolio | 301.6k $92.7m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 296.1k $91.0m | Added +23.4k |
| TD Asset Management Inc 0.08% of their portfolio | 289.9k $89.1m | Reduced -16.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.51% of their portfolio | 287.1k $88.2m | Added +355 |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 282.5k $86.8m | Reduced -71.5k |
| Swedbank AB 0.12% of their portfolio | 280.2k $86.1m | Added +41.0k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 264.6k $81.3m | Added +13.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 257.1k $79.0m | Added +31.8k |
| Findlay Park Partners LLP 0.72% of their portfolio | 250.1k $76.9m | Reduced -1.9k |
| Handelsbanken Fonder AB 0.30% of their portfolio | 225.3k $69.2m | Reduced -95.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 212.7k $65.4m | Reduced -21.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 203.6k $62.6m | Reduced -15.6k |
| Epoch Investment Partners, Inc. 0.29% of their portfolio | 203.6k $62.6m | Added +7.8k |
| PARNASSUS INVESTMENTS, LLC 0.13% of their portfolio | 197.7k $60.8m | Reduced -12.2k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 196.9k $60.5m | Reduced -1.2k |
| Baird Financial Group, Inc. 0.12% of their portfolio | 190.5k $58.6m | Reduced -119.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 190.2k $58.4m | Added +26.3k |
| EULAV Asset Management 1.56% of their portfolio | 187.3k $57.6m | Unchanged |
| Legal & General Group Plc 0.02% of their portfolio | 186.8k $57.4m | Reduced -10.8k |
| Amundi 0.02% of their portfolio | 185.5k $55.9m | Reduced -17.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 183.4k $56.7m | Added +58.6k |
| Empower Advisory Group, LLC 0.19% of their portfolio | 170.4k $52.4m | Added +4.5k |
| AVIVA PLC 0.14% of their portfolio | 167.9k $51.6m | Added +5.2k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 163.8k $50.3m | Added +2.6k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 146.9k $45.1m | Added +125.8k |
| Evercore Wealth Management, LLC 0.68% of their portfolio | 139.9k $43.0m | Added +14 |
| VILLERE ST DENIS J & CO LLC 3.57% of their portfolio | 137.4k $42.2m | Reduced -2.3k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 135.3k $41.6m | Added +38.3k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 125.2k $38.5m | Added +17.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 121.8k $37.4m | Reduced -2.9k |
| CALEDONIA INVESTMENTS PLC 4.50% of their portfolio | 121.7k $37.4m | New |
| Premier Fund Managers Ltd 1.48% of their portfolio | 120.0k $36.9m | Unchanged |
| Man Group plc 0.09% of their portfolio | 115.7k $35.5m | Added +78.9k |
| Stephens Investment Management Group LLC 0.49% of their portfolio | 114.3k $35.1m | Added +5.8k |
| Swiss National Bank 0.02% of their portfolio | 113.5k $34.9m | Reduced -2.3k |
| Copeland Capital Management, LLC 0.65% of their portfolio | 112.9k $34.7m | Added +522 |
| TimesSquare Capital Management, LLC 0.52% of their portfolio | 106.7k $32.8m | Reduced -35.9k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 105.7k $32.5m | Added +23.2k |
| NORGES BANK 0.00% of their portfolio | 103.1k $31.7m | Reduced -20.8k |
| BARCLAYS PLC 0.01% of their portfolio | 101.6k $31.2m | Reduced -10.7k |
| DAVENPORT & Co LLC 0.19% of their portfolio | 99.7k $30.7m | Reduced -21.7k |
| Fenimore Asset Management Inc 0.67% of their portfolio | 99.0k $30.4m | Added +981 |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 97.9k $30.1m | Reduced -78 |
| ArrowMark Colorado Holdings LLC 0.35% of their portfolio | 96.1k $29.5m | Added +14.6k |
| Conestoga Capital Advisors, LLC 0.43% of their portfolio | 93.8k $28.8m | Added +13.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 92.1k $28.3m | Added +39.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 91.4k $28.1m | Reduced -13.2k |
| Formuepleje A/S 1.53% of their portfolio | 90.2k $27.7m | Added +53.9k |
| GENEVA CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 89.2k $27.4m | Added +3.1k |
| UBS Group AG 0.01% of their portfolio | 88.7k $27.3m | Added +6.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 88.6k $27.2m | Reduced -8.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 87.9k $27.0m | Reduced -4.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 79.4k $24.4m | Added +407 |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 75.8k $23.3m | Added +10.6k |
| Wilkinson Global Asset Management LLC 1.45% of their portfolio | 75.6k $23.2m | Reduced -4.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 70.5k $21.7m | Added +1.1k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.32% of their portfolio | 68.2k $20.9m | Added +42.9k |
| DEARBORN PARTNERS LLC 0.89% of their portfolio | 67.3k $20.7m | Reduced -1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 66.7k $20.5m | Added +6.4k |
| Corient Private Wealth LP 0.03% of their portfolio | 62.6k $19.2m | Added +4.7k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 61.1k $18.8m | Reduced -36.8k |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 58.8k $18.1m | Added +504 |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.16% of their portfolio | 56.2k $17.3m | Added +3.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 56.2k $17.3m | Added +3.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 53.4k $16.4m | Added +13.1k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.28% of their portfolio | 52.6k $16.2m | Reduced -8 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 52.4k $16.1m | Reduced -24.3k |
| FMR LLC 0.00% of their portfolio | 50.9k $15.7m | Reduced -83.3k |
| Advisors Capital Management, LLC 0.27% of their portfolio | 50.7k $15.6m | Added +1.7k |
| Curi Capital, LLC 0.37% of their portfolio | 50.2k $15.4m | Reduced -857 |