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Disclosery

POOL POOL CORP

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Stock (common), issuer CIK 945841

725 managers (743 13F filers) reported a position in POOL shares at 2024-12-31, 37,868,328 shares in all. 65 filers opened a position and 69 filers sold out during the quarter.

Managers
725
13F filers
743
New
65
Added
247
Reduced
289
Sold out
69
Shares held by filers
37,868,328

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HM PAYSON & CO150$51.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA138$47K<0.01%+6013F-HRTimeline
CENTRAL TRUST Co136$46.4K<0.01%-713F-HRTimeline
Physician Wealth Advisors, Inc.133$45.3K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC132$45K0.01%new13F-HRTimeline
Cromwell Holdings LLC119$40.6K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC115$39.2K0.01%new13F-HRTimeline
UMB Bank, n.a.112$38.2K<0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB110$37.5K<0.01%+713F-HRTimeline
LGT Financial Advisors LLC110$37.5K0.08%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…98$35.3K<0.01%-12113F-HRTimeline
QUADRANT CAPITAL GROUP LLC103$35.1K<0.01%+113F-HRTimeline
Brooklyn Investment Group96$32.4K0.01%+1513F-HRTimeline
Allworth Financial LP89$32K<0.01%+813F-HRTimeline
Arax Advisory Partners93$31.7K<0.01%+1013F-HRTimeline
SIERRA OCEAN, LLC88$30K0.02%13F-HRTimeline
Atala Financial Inc86$29.3K0.02%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.84$28.6K<0.01%-313F-HRTimeline
CVA Family Office, LLC83$28.3K<0.01%013F-HRTimeline
Smithfield Trust Co80$27K<0.01%013F-HRTimeline
Lindbrook Capital, LLC78$26.6K<0.01%-1713F-HRTimeline
Stuart Chaussee & Associates, Inc.77$26.3K0.01%013F-HRTimeline
Rakuten Securities, Inc.72$24.5K0.01%+6913F-HRTimeline
Anchor Investment Management, LLC71$24.2K<0.01%013F-HRTimeline
LEE DANNER & BASS INC70$23.9K<0.01%new13F-HRTimeline
GeoWealth Management, LLC64$21.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.60$20.5K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.59$20.1K<0.01%+213F-HRTimeline
Centerpoint Advisors, LLC55$19K0.01%013F-HRTimeline
IFP Advisors, Inc55$18.9K<0.01%+1513F-HRTimeline
Abound Wealth Management53$18.1K0.01%-113F-HRTimeline
TD Waterhouse Canada Inc.53$18.1K<0.01%+5013F-HRTimeline
Central Pacific Bank - Trust Division51$17.4K<0.01%new13F-HRTimeline
Hemington Wealth Management48$16K<0.01%+413F-HRTimeline
TRUST CO OF VERMONT46$15.7K<0.01%013F-HRTimeline
ORG Partners LLC46$15.7K<0.01%-913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.41$14K<0.01%new13F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …41$14K<0.01%013F-HR/ATimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC40$13.6K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.38$13K<0.01%-313F-HRTimelineGroup
Riverview Trust Co38$13K0.01%013F-HRTimeline
Bell Investment Advisors, Inc38$13K<0.01%013F-HRTimeline
Quent Capital, LLC37$12.7K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC37$12.6K0.01%013F-HRTimeline
Global Financial Private Client, LLC37$12.6K<0.01%+213F-HRTimeline
Parkside Financial Bank & Trust36$12.3K<0.01%+113F-HRTimeline
Rise Advisors, LLC35$12.1K0.01%013F-HRTimeline
Citizens National Bank Trust Department35$11.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA35$11.4K<0.01%+313F-HRTimelineGroup
SWAN Capital LLC31$10.6K0.01%013F-HRTimeline
West Branch Capital LLC30$10.2K<0.01%013F-HRTimeline
Covestor Ltd30$10K0.01%-113F-HRTimeline
ROTHSCHILD INVESTMENT LLC29$9.89K<0.01%-1213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…27$9.21K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC27$9K<0.01%+413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD26$8.86K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.25$8.53K<0.01%-313F-HRTimeline
WEBSTER BANK, N. A.25$8.52K<0.01%013F-HRTimeline
Security National Bank25$8.52K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC23$7.84K<0.01%-24813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$7.5K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN20$6.82K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC19$6.48K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp18$6.14K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.18$6.14K<0.01%013F-HRTimeline
Pacific Center for Financial Services18$6.14K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC18$6.11K<0.01%013F-HRTimeline
Northwest Capital Management Inc17$5.8K<0.01%013F-HRTimeline
ESL Trust Services, LLC17$5.8K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …16$5.46K<0.01%-8713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC14$4.77K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC14$4.77K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC11$3.75K<0.01%new13F-HRTimeline
Altshuler Shaham Ltd11$3.75K<0.01%013F-HRTimeline
Versant Capital Management, Inc11$3.75K<0.01%+913F-HRTimeline
Fortitude Family Office, LLC11$3.75K<0.01%013F-HRTimeline
Manchester Capital Management LLC10$3.41K<0.01%+113F-HRTimeline
Raleigh Capital Management Inc.10$3.41K<0.01%-1113F-HRTimeline
Lowe Wealth Advisors, LLC10$3.41K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC10$3.41K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC10$3.41K<0.01%013F-HRTimeline
Dunhill Financial, LLC10$3.39K<0.01%+213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9$3.07K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC8$2.8K<0.01%+713F-HRTimeline
Truvestments Capital LLC8$2.73K<0.01%+713F-HRTimeline
Your Advocates Ltd., LLP8$2.73K<0.01%013F-HRTimeline
2UniFi Bank8$2.73K<0.01%13F-HRTimeline
EASTERN BANK7$2.39K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7$2.39K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.39K<0.01%013F-HRTimeline
TD Capital Management LLC6$2.07K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$2.05K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …6$2.05K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC6$2.05K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5$1.71K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$1.71K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.5$1.71K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5$1.71K<0.01%013F-HRTimeline
Missouri Trust & Investment Co5$1.71K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5$1.71K<0.01%new13F-HRTimeline
NFSG Corp4$1.37K<0.01%new13F-HRTimeline
Sachetta, LLC4$1.36K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$1.36K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4$1.36K<0.01%13F-HRTimeline
Orion Capital Management LLC3$1.02K<0.01%new13F-HRTimeline
True Wealth Design, LLC3$1.02K<0.01%013F-HRTimeline
Transcendent Capital Group LLC3$1.02K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC3$948<0.01%013F-HRTimeline
Asset Dedication, LLC2$682<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$682<0.01%013F-HRTimeline
Larson Financial Group LLC2$682<0.01%-113F-HRTimeline
Cassady Schiller Wealth Management, LLC2$682<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2$682<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$682<0.01%13F-HRTimeline
WealthTrak Capital Management LLC2$682<0.01%13F-HRTimeline
Cornerstone Planning Group LLC1$360<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1$341<0.01%-113F-HRTimeline
WOLFF WIESE MAGANA LLC1$341<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC1$341<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$341<0.01%13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1$341<0.01%13F-HRTimeline
WINNACLE WEALTH LLC1$209<0.01%13F-HRTimeline
Strengthening Families & Communities, L…1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.