Pool Ownership 2024 | Who Owns Pool Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

25.35%

Insider Ownership

2.98%

Retail Ownership

71.67%

Institutional Holders

391.00

Pool Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC11.59%0.03%4,419,043-25,785-0.58%1,358,104,485Jun 30, 2024
BLACKROCK INC.8.67%0.02%3,304,76516,1020.49%1,015,653,548Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.52%1.58%2,102,92133,9551.64%646,290,919Jun 30, 2024
STATE STREET CORP4.16%0.02%1,587,47918,0881.15%487,879,921,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP2.89%0.06%1,100,3981,100,398100.00%338,185,318Jun 30, 2024
JPMORGAN CHASE & CO2.69%0.03%1,027,39963,2296.56%315,750,837Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.51%0.03%958,11117,8391.90%293,720,093Jun 30, 2024
MORGAN STANLEY2.50%0.02%951,69664,4387.26%292,485,880Jun 30, 2024
BLAIR WILLIAM & CO/IL2.24%0.81%854,70911,0591.31%262,677,589Jun 30, 2024
INVESCO LTD.1.78%0.04%679,234-57,336-7.78%208,748,989Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.63%0.16%622,503-168,205-21.27%191,313,776Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.51%0.46%576,652-71,396-11.02%177,222,459Jun 30, 2024
MACQUARIE GROUP LTD1.48%0.20%562,74513,2512.41%172,948,279Jun 30, 2024
WASATCH ADVISORS LP1.47%0.92%561,91136,9077.03%172,692,108Jun 30, 2024
BAILLIE GIFFORD & CO1.44%0.13%549,134-8,761-1.57%168,765,353Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.41%0.19%539,060-33,115-5.79%165,669,748Jun 30, 2024
LONDON CO OF VIRGINIA1.38%0.91%527,4815,7721.11%162,111,002Jun 30, 2024
WELLS FARGO & COMPANY/MN1.14%0.03%432,908-251-0.06%133,045,660Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.13%0.03%433,16690,95126.58%133,124,864Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.13%0.08%430,30037,5989.57%132,244,099Jun 30, 2024

Pool's largest institutional shareholder is VANGUARD GROUP INC, holding 11.59% of the company's total share outstanding, currently valued at $1.36B. The top 10 institutional shareholders own together 44.55% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PROSPECT CAPITAL ADVISORS, LLC0.10%5.14%39,6452,0555.47%12,184,098Jun 30, 2024
CALEDONIA INVESTMENTS PLC0.32%4.50%121,687121,687100.00%37,389,548Jun 30, 2024
BANCREEK CAPITAL MANAGEMENT, LP0.04%3.79%15,7842111.35%4,850,897Jun 30, 2024
VILLERE ST DENIS J & CO LLC0.36%3.57%137,413-2,273-1.63%42,231,412Jun 30, 2024
1623 CAPITAL LLC0.04%2.89%16,260--4,997,186Jun 30, 2024
MARLOWE PARTNERS LP0.01%2.85%3,3003,300100.00%1,014,189Jun 30, 2024
WEDGEWOOD PARTNERS INC0.09%2.37%33,759-557-1.62%11,615,542Jun 30, 2024
CHOU ASSOCIATES MANAGEMENT INC.0.03%2.33%10,63610,636100.00%3,268,762Jun 30, 2024
HFR WEALTH MANAGEMENT, LLC0.06%1.79%22,9432541.12%7,051,072Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.52%1.58%2,102,92133,9551.64%646,290,919Jun 30, 2024
JGP WEALTH MANAGEMENT, LLC0.09%1.56%35,634-19-0.05%10,951,358Jun 30, 2024
EULAV ASSET MANAGEMENT0.49%1.56%187,261--57,550,923Jun 30, 2024
WHITFORD MANAGEMENT LLC0.02%1.51%8,4513,39867.25%2,597,285Jun 30, 2024
EVENTIDE ASSET MANAGEMENT, LLC0.75%1.51%287,0773550.12%88,227,374Jun 30, 2024
PREMIER FUND MANAGERS LTD0.31%1.48%120,000--36,927,000Jun 30, 2024
WILKINSON GLOBAL ASSET MANAGEMENT LLC0.20%1.45%75,642-4,331-5.42%23,247,056Jun 30, 2024
SETTIAN CAPITAL LP0.02%1.30%5,775--1,774,831Jun 30, 2024
GILDER GAGNON HOWE & CO LLC0.81%1.19%308,997-1,805-0.58%94,964,048Jun 30, 2024
2XIDEAS AG0.07%1.09%28,4923,28013.01%8,756,446Jun 30, 2024
BELL ASSET MANAGEMENT LTD0.07%1.08%25,0423,58116.69%7,696,158Jun 30, 2024

The largest Pool shareholder by % of total assets is PROSPECT CAPITAL ADVISORS, LLC. The company owns 39.65K shares of Pool (POOL), representing 5.14% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP2.89%0.06%1,100,3981,100,398100.00%338,185,318Jun 30, 2024
FIRST TRUST ADVISORS LP0.39%0.05%146,900125,758594.83%45,146,778Jun 30, 2024
CALEDONIA INVESTMENTS PLC0.32%4.50%121,687121,687100.00%37,389,548Jun 30, 2024
NORGES BANK0.27%0.00%103,147103,147100.00%31,700,168Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.13%0.03%433,16690,95126.58%133,124,864Jun 30, 2024
MAN GROUP PLC0.30%0.09%115,65878,882214.49%35,545,174Jun 30, 2024
MORGAN STANLEY2.50%0.02%951,69664,4387.26%292,485,880Jun 30, 2024
JPMORGAN CHASE & CO2.69%0.03%1,027,39963,2296.56%315,750,837Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB0.48%0.07%183,41058,62646.98%56,684,694Jun 30, 2024
BRIDGES INVESTMENT MANAGEMENT INC0.18%0.32%68,15942,936170.23%20,947,306Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.12%0.53%45,71742,8171476.45%14,050,206Jun 30, 2024
SWEDBANK AB0.73%0.12%280,18740,96017.12%86,109,871Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.0.35%0.03%135,26938,28339.47%41,573,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.13%0.08%430,30037,5989.57%132,244,099Jun 30, 2024
WASATCH ADVISORS LP1.47%0.92%561,91136,9077.03%172,692,108Jun 30, 2024
COLONY GROUP, LLC0.10%0.04%37,36736,6975477.16%11,484,000Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.52%1.58%2,102,92133,9551.64%646,290,919Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.67%0.02%257,06531,83314.13%79,003,788Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.50%0.11%190,18126,33816.08%58,448,327Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.78%0.02%296,06323,3968.58%90,991,745Jun 30, 2024

As of Jun 30 2024, Pool's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 1.10M stocks of POOL, valued at $338.19M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SELECT EQUITY GROUP, L.P.0.96%0.44%365,912-281,334-43.47%112,455,735Jun 30, 2024
JAMES HAMBRO & PARTNERS0.02%0.12%8,554-198,753-95.87%2,628,601Jun 30, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP0.11%0.02%41,510-172,870-80.64%12,757,268Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.63%0.16%622,503-168,205-21.27%191,313,776Jun 30, 2024
AMERIPRISE FINANCIAL INC0.09%0.00%32,981-154,254-82.39%10,136,083Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.50%0.12%190,512-119,932-38.63%58,550,187Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP----99,015-100.00%-Jun 30, 2024
HANDELSBANKEN FONDER AB0.59%0.30%225,310-95,500-29.77%69,245,000Jun 30, 2024
FMR LLC0.13%0.00%50,939-83,340-62.06%15,654,993Jun 30, 2024
BAMCO INC /NY/0.03%0.01%12,665-77,334-85.93%3,892,334Jun 30, 2024
GOLDMAN SACHS GROUP INC0.74%0.01%282,488-71,523-20.20%86,817,097Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.51%0.46%576,652-71,396-11.02%177,222,459Jun 30, 2024
NATIONAL PENSION SERVICE----70,061-100.00%-Jun 30, 2024
INVESCO LTD.1.78%0.04%679,234-57,336-7.78%208,748,989Jun 30, 2024
TWIN TREE MANAGEMENT, LP----57,218-100.00%-Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.07%0.01%26,320-55,304-67.75%8,088,926Jun 30, 2024
DORSAL CAPITAL MANAGEMENT, LLC----50,000-100.00%-Jun 30, 2024
FIL LTD----42,208-100.00%-Jun 30, 2024
ABRDN PLC0.04%0.01%15,492-42,086-73.09%4,761,156Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.16%0.03%61,136-36,814-37.58%18,788,927Jun 30, 2024

As of Jun 30 2024, Pool's biggest institutional seller is SELECT EQUITY GROUP, L.P.. The company sold -0.28M shares of POOL, valued at $112.46M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP2.89%0.06%1,100,3981,100,398100.00%338,185,318Jun 30, 2024
CALEDONIA INVESTMENTS PLC0.32%4.50%121,687121,687100.00%37,389,548Jun 30, 2024
NORGES BANK0.27%0.00%103,147103,147100.00%31,700,168Jun 30, 2024
ING GROEP NV0.04%0.03%14,54314,543100.00%4,469,500Jun 30, 2024
CARMENNA ADVISORS LLC0.04%0.92%13,65013,650100.00%4,195,055Jun 30, 2024
CHOU ASSOCIATES MANAGEMENT INC.0.03%2.33%10,63610,636100.00%3,268,762Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.02%10,42210,422100.00%3,202,993Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.03%0.03%9,6989,698100.00%2,980,000Jun 30, 2024
XTX TOPCO LTD0.02%0.19%7,2357,235100.00%2,223,533Jun 30, 2024
HERON BAY CAPITAL MANAGEMENT0.02%0.45%6,8036,803100.00%2,090,766Jun 30, 2024
CENTERBOOK PARTNERS LP0.02%0.13%6,5896,589100.00%2,024,997Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.02%0.01%5,9295,929100.00%1,822,160Jun 30, 2024
MAVERICK CAPITAL LTD0.01%0.03%5,6375,637100.00%1,732,419Jun 30, 2024
SIMPLEX TRADING, LLC0.01%0.00%5,4485,448100.00%1,674,000Jun 30, 2024
FCF ADVISORS LLC0.01%0.37%4,8594,859100.00%1,493,316Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%4,7274,727100.00%1,452,749Jun 30, 2024
0.01%0.20%4,5804,580100.00%1,602,087Jun 30, 2024
CENTIVA CAPITAL, LP0.01%0.02%3,8583,858100.00%1,185,679Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.48%3,7533,753100.00%1,153,409Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.01%0.21%3,6203,620100.00%1,112,535Jun 30, 2024
MARLOWE PARTNERS LP0.01%2.85%3,3003,300100.00%1,014,189Jun 30, 2024
ENGINEERS GATE MANAGER LP0.01%0.02%3,0623,062100.00%941,044Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.02%2,9582,958100.00%909,082Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.02%2,9232,923100.00%898,326Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.01%0.00%2,6002,600100.00%799,682Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.01%0.00%2,5112,511100.00%771,706Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.01%0.03%2,3992,399100.00%737,398Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.01%0.03%2,1842,184100.00%671,333Jun 30, 2024
CSS LLC/IL0.01%0.03%2,0002,000100.00%614,660Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.01%0.10%1,9171,917100.00%589,152Jun 30, 2024
ZACKS INVESTMENT MANAGEMENT0.00%0.01%1,8461,846100.00%567,331Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.00%0.10%1,7741,774100.00%545,203Jun 30, 2024
KNOLLWOOD INVESTMENT ADVISORY, LLC0.00%0.06%1,6551,655100.00%508,631Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.09%1,6321,632100.00%501,563Jun 30, 2024
TWIN CAPITAL MANAGEMENT INC0.00%0.06%1,5721,572100.00%483,123Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.00%1,3441,344100.00%413,052Jun 30, 2024
HERITAGE FAMILY OFFICES, LLP0.00%0.21%1,2501,250100.00%384,222Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.00%0.03%1,2491,249100.00%383,855Jun 30, 2024
SOLTIS INVESTMENT ADVISORS LLC0.00%0.04%1,2491,249100.00%383,983Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.16%1,1401,140100.00%350,356Jun 30, 2024
SKYVIEW INVESTMENT ADVISORS, LLC0.00%0.05%1,0021,002100.00%308,000Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.00%0.21%953953100.00%292,885Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.00%0.00%871871100.00%267,684Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.0.00%0.00%686686100.00%210,828Jun 30, 2024
MQS MANAGEMENT LLC0.00%0.12%652652100.00%200,379Jun 30, 2024
CSS LLC/IL0.00%0.01%600600100.00%184,398Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.0.00%0.00%454454100.00%140,000Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.10%421421100.00%130,001Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC0.00%0.03%400400100.00%122,932Jun 30, 2024
CLEAR STREET MARKETS LLC0.00%0.01%243243100.00%75,000Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.04%242242100.00%74,374Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.06%144144100.00%44,256Jun 30, 2024
0.00%0.02%119119100.00%36,572Jun 30, 2024
ARMSTRONG ADVISORY GROUP, INC0.00%0.00%6464100.00%19,670Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%5959100.00%18,133Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%5555100.00%16,903Jun 30, 2024
ORG PARTNERS LLC0.00%0.00%5454100.00%16,615,000Jun 30, 2024
OPAL WEALTH ADVISORS, LLC0.00%0.01%5252100.00%15,982Jun 30, 2024
SWAN CAPITAL LLC0.00%0.01%3131100.00%9,527Jun 30, 2024
ESL TRUST SERVICES, LLC-0.00%1717100.00%5,225Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%1414100.00%4,303Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC-0.00%44100.00%1,230Jun 30, 2024
TRANSCENDENT CAPITAL GROUP LLC-0.00%33100.00%922Jun 30, 2024
NVWM, LLC-0.00%11100.00%307Jun 30, 2024

Pool's largest new institutional shareholder by number of shares is WELLINGTON MANAGEMENT GROUP LLP, purchased 1.10M shares, valued at $338.19M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ARTEMIS INVESTMENT MANAGEMENT LLP----99,015-100.00%-Jun 30, 2024
NATIONAL PENSION SERVICE----70,061-100.00%-Jun 30, 2024
TWIN TREE MANAGEMENT, LP----57,218-100.00%-Jun 30, 2024
DORSAL CAPITAL MANAGEMENT, LLC----50,000-100.00%-Jun 30, 2024
FIL LTD----42,208-100.00%-Jun 30, 2024
TRUWEALTH ADVISORS, LLC----34,130-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----30,268-100.00%-Jun 30, 2024
BARCLAYS PLC----26,500-100.00%-Jun 30, 2024
CTF CAPITAL MANAGEMENT, LP----26,000-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----24,600-100.00%-Jun 30, 2024
STONY POINT CAPITAL LLC----17,631-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----17,451-100.00%-Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----16,730-100.00%-Jun 30, 2024
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P.----14,049-100.00%-Jun 30, 2024
HRT FINANCIAL LP----12,800-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----12,479-100.00%-Jun 30, 2024
CARDEROCK CAPITAL MANAGEMENT INC----11,658-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----11,329-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----10,645-100.00%-Jun 30, 2024
ANDRA AP-FONDEN----9,900-100.00%-Jun 30, 2024
ZWEIG-DIMENNA ASSOCIATES LLC----9,600-100.00%-Jun 30, 2024
GTS SECURITIES LLC----8,300-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----7,125-100.00%-Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----7,036-100.00%-Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.----6,789-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----6,725-100.00%-Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT----5,785-100.00%-Jun 30, 2024
COVEA FINANCE----5,100-100.00%-Jun 30, 2024
CROWN ADVISORS MANAGEMENT, INC.----5,000-100.00%-Jun 30, 2024
FREEDOM DAY SOLUTIONS, LLC----4,399-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----3,873-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----2,550-100.00%-Jun 30, 2024
INCEPTIONR LLC----2,310-100.00%-Jun 30, 2024
GUARDIAN CAPITAL LP----2,150-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----2,122-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----2,101-100.00%-Jun 30, 2024
BRASADA CAPITAL MANAGEMENT, LP----2,000-100.00%-Jun 30, 2024
BROOKSTONE CAPITAL MANAGEMENT----1,869-100.00%-Jun 30, 2024
SHAY CAPITAL LLC----1,750-100.00%-Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC----1,621-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,560-100.00%-Jun 30, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC----1,410-100.00%-Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----1,401-100.00%-Jun 30, 2024
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT----1,379-100.00%-Jun 30, 2024
WINTON GROUP LTD----1,376-100.00%-Jun 30, 2024
BANK OF HAWAII----1,300-100.00%-Jun 30, 2024
ADVISORSHARES INVESTMENTS LLC----1,200-100.00%-Jun 30, 2024
BALENTINE LLC----991-100.00%-Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----971-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----936-100.00%-Jun 30, 2024
CAPITAL ADVISORS INC/OK----900-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----900-100.00%-Jun 30, 2024
FIDUCIARY TRUST CO----895-100.00%-Jun 30, 2024
ASB CONSULTORES, LLC----874-100.00%-Jun 30, 2024
QUANTUM PRIVATE WEALTH, LLC----848-100.00%-Jun 30, 2024
THRIVE WEALTH MANAGEMENT, LLC----824-100.00%-Jun 30, 2024
FOURTHOUGHT FINANCIAL PARTNERS, LLC----794-100.00%-Jun 30, 2024
CASTLEARK MANAGEMENT LLC----770-100.00%-Jun 30, 2024
KG&L CAPITAL MANAGEMENT,LLC----691-100.00%-Jun 30, 2024
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC----640-100.00%-Jun 30, 2024
AVIDIAN WEALTH SOLUTIONS, LLC----636-100.00%-Jun 30, 2024
QRG CAPITAL MANAGEMENT, INC.----629-100.00%-Jun 30, 2024
GITTERMAN WEALTH MANAGEMENT, LLC----621-100.00%-Jun 30, 2024
BELPOINTE ASSET MANAGEMENT LLC----601-100.00%-Jun 30, 2024
RINKEY INVESTMENTS----598-100.00%-Jun 30, 2024
PEAPACK GLADSTONE FINANCIAL CORP----593-100.00%-Jun 30, 2024
WEDMONT PRIVATE CAPITAL----590-100.00%-Jun 30, 2024
ASSOCIATED BANC-CORP----588-100.00%-Jun 30, 2024
GUARDIAN WEALTH ADVISORS, LLC / NC----582-100.00%-Jun 30, 2024
CAPITAL ASSET ADVISORY SERVICES LLC----577-100.00%-Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.----550-100.00%-Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC----537-100.00%-Jun 30, 2024
PROSPERA FINANCIAL SERVICES INC----537-100.00%-Jun 30, 2024
NEOS INVESTMENT MANAGEMENT LLC----537-100.00%-Jun 30, 2024
AMJ FINANCIAL WEALTH MANAGEMENT----521-100.00%-Jun 30, 2024
FUNDAMENTUM, LLC----513-100.00%-Jun 30, 2024
1858 WEALTH MANAGEMENT, LLC----507-100.00%-Jun 30, 2024
LIDO ADVISORS, LLC----501-100.00%-Jun 30, 2024
DORSEY & WHITNEY TRUST CO LLC----500-100.00%-Jun 30, 2024
RMR WEALTH BUILDERS----500-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----256-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----71-100.00%-Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.----25-100.00%-Jun 30, 2024
BEAR MOUNTAIN CAPITAL, INC.----25-100.00%-Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV----18-100.00%-Jun 30, 2024
SOUTHSTATE CORP----14-100.00%-Jun 30, 2024
QUARRY LP----13-100.00%-Jun 30, 2024
ASPECT PARTNERS, LLC----11-100.00%-Jun 30, 2024
SUNBELT SECURITIES, INC.----9-100.00%-Jun 30, 2024
FIRST PACIFIC FINANCIAL----6-100.00%-Jun 30, 2024
BLACKSTON FINANCIAL ADVISORY GROUP, LLC----3-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----2-100.00%-Jun 30, 2024
TRUVESTMENTS CAPITAL LLC----1-100.00%-Jun 30, 2024
CAROLINAS WEALTH CONSULTING LLC----1-100.00%-Jun 30, 2024

Pool's largest sold out institutional shareholder by shares sold is ARTEMIS INVESTMENT MANAGEMENT LLP, sold -99.02K shares, valued at -, as of undefined.

Pool Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
NORTHQUEST CAPITAL FUND INC2.59%800--Mar 31, 2024
ALLIED ASSET ADVISORS FUNDS0.65%7,357-423-5.44%Feb 29, 2024
Value Line Mid Cap Focused Fund, Inc.0.18%152,46117,50012.97%Mar 31, 2024
DIVIDEND & INCOME FUND0.16%6,900--Dec 31, 2023
PARNASSUS FUNDS0.14%209,949-117,828-35.95%Mar 31, 2024
Papp Investment Trust0.13%1,700--Feb 29, 2024
Siren ETF Trust0.11%3,922--Mar 31, 2024
Wall Street EWM Funds Trust0.10%21,0956803.33%Mar 31, 2024
Copeland Trust0.10%5,4591,14126.42%Feb 29, 2024
LORD ABBETT AFFILIATED FUND INC0.10%136,074136,074-Jan 31, 2024
T. Rowe Price New Horizons Fund, Inc.0.09%450,922--Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.09%351,492--Mar 28, 2024
NEIMAN FUNDS0.08%12,6006005.00%Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.08%27,200--Mar 31, 2024
PIONEER SERIES TRUST XII0.08%56,25956,259-Feb 29, 2024
Voya VARIABLE PRODUCTS TRUST0.08%27,49724,522824.27%Mar 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.08%50,749--Apr 30, 2022
VIRTUS EQUITY TRUST0.07%581,32434,6126.33%Mar 28, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.06%7,621--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.06%66,658-7,427-10.02%Mar 28, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.06%7,000--Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.05%502,962-59,605-10.60%Feb 29, 2024
NICHOLAS Ltd EDITION, INC.0.05%16,740--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.05%25,843--Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.05%42,982--Mar 31, 2022
Nuveen Core Equity Alpha Fund0.05%3,220--Mar 31, 2024
OSI ETF Trust0.04%7,787--Mar 31, 2022
JP MORGAN MUTUAL FUND INVESTMENT TRUST0.04%168,087-167-0.10%Dec 31, 2023
FENIMORE ASSET MANAGEMENT TRUST0.04%53,900--Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST0.04%87-1,714-95.17%Jan 31, 2021
Value Line Small Cap Opportunities Fund, Inc.0.04%11,600--Mar 31, 2024
WANGER ADVISORS TRUST0.04%20,014-6,623-24.86%Mar 31, 2024
WASATCH FUNDS TRUST0.04%337,17032,32710.60%Mar 31, 2024
EATON VANCE GROWTH TRUST0.04%385,439--Mar 31, 2024
FIDELITY TREND FUND0.03%20,858--Mar 31, 2024
COLUMBIA ACORN TRUST0.03%105,625-36,107-25.48%Mar 31, 2024
ALGER FUNDS0.03%30,894--Jan 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO0.03%1,686--Jan 31, 2024
AMG Funds I0.03%63,694--Jan 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.03%94,572--Jan 31, 2024
Clough Funds Trust0.03%1,233--Jan 31, 2023
TAX-MANAGED GROWTH PORTFOLIO0.03%10,691--Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.03%86,000--Mar 31, 2024
ALGER PORTFOLIOS0.03%9,864--Dec 31, 2023
CONESTOGA FUNDS0.03%31,8051,4954.93%Mar 31, 2024
MFS SERIES TRUST IV0.03%87,007--Feb 29, 2024
RMB INVESTORS TRUST0.02%12,7543122.51%Dec 31, 2023
T. Rowe Price Tax-Efficient Funds, Inc.0.02%2,281--Feb 29, 2024
TOCQUEVILLE TRUST0.02%2,750--Jan 31, 2024
IDX Funds0.02%753--Dec 31, 2021
TOUCHSTONE FUNDS GROUP TRUST0.02%488,7424,8791.01%Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.02%56,391--Mar 31, 2024
Transparent Value Trust0.02%285--Dec 31, 2023
Collaborative Investment Series Trust0.02%2,578--Mar 31, 2024
AB DISCOVERY GROWTH FUND, INC.0.02%22,739--Jan 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.01%1,65127720.16%Dec 31, 2020
LAUDUS TRUST0.01%6,735--Mar 31, 2024
PFM Multi-Manager Series Trust0.01%10,890--Dec 31, 2023
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.01%265,007--Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.01%29,192--Jan 31, 2024
SPDR S&P 500 ETF TRUST0.01%470,150-10,051-2.09%Mar 31, 2024
Index Funds0.01%100-2-1.96%Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%2,190--Mar 28, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.01%111,000--Jan 31, 2024
VANGUARD EXPLORER FUND0.01%129,003-7,683-5.62%Jan 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.01%224--Dec 29, 2023
Guggenheim Enhanced Equity Income Fund0.01%1,714-216-11.19%Sep 30, 2021
Voya EQUITY TRUST0.01%13,37112,8772606.68%Feb 29, 2024
Engine No. 1 ETF Trust0.01%544-33-5.72%Jan 31, 2024
SYNTAX ETF TRUST0.01%287-42-12.77%Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.01%276,999-3,070-1.10%Mar 31, 2024
VALUE LINE ASSET ALLOCATION FUND INC0.01%34,800--Mar 31, 2024
BARON SELECT FUNDS0.01%88,450-6,850-7.19%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%3,563,14116,9930.48%Mar 31, 2024
ROYCE FUND0.01%53,348--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%63,40012,70025.05%Mar 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS0.01%2,317--Mar 31, 2024
MERIDIAN FUND INC0.01%16,755-5,440-24.51%Mar 28, 2024
DEUTSCHE DWS VARIABLE SERIES I0.01%2,547--Mar 31, 2024
LORD ABBETT RESEARCH FUND INC0.01%6,682--Feb 29, 2024
ALGER INSTITUTIONAL FUNDS0.01%1,754--Jan 31, 2024
SELECT SECTOR SPDR TRUST0.01%209,7838,0193.97%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.01%463,71838,1538.97%Jan 31, 2024
GROWTH FUND OF AMERICA0.01%129,435--Feb 29, 2024
SCHWAB ANNUITY PORTFOLIOS0.01%1,918844.58%Mar 31, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)0.00%156,17988,849131.96%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%17,9999,574113.64%Jan 31, 2024
Calvert Responsible Index Series, Inc.0.00%7,507--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,019--Mar 31, 2024
SMALLCAP WORLD FUND INC0.00%317,700--Mar 31, 2024
Nushares ETF Trust0.00%32,5631780.55%Jan 31, 2024
Tactical Investment Series Trust0.00%1,013--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.00%31,9632,7009.23%Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.00%221,615-1,621-0.73%Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.00%2,829--Mar 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.00%1,509--Mar 31, 2024
CARILLON SERIES TRUST0.00%210,239--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 50.00%1,749--Jan 31, 2024
AB CAP FUND, INC.0.00%115,118--Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%20,3753161.58%Jan 31, 2024

Pool's largest mutual fund holder by % of total assets is "NORTHQUEST CAPITAL FUND INC", owning 800.00 shares, compromising 2.59% of its total assets.

Pool Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24391-49.74%
31 Mar, 247780.13%
31 Dec, 237775.00%
30 Sep, 237402.78%
30 Jun, 237202.13%
31 Mar, 237055.54%
31 Dec, 226680.60%
30 Sep, 22664-1.78%
30 Jun, 22676-6.11%
31 Mar, 22720-3.74%
31 Dec, 217485.80%
30 Sep, 217072.61%
30 Jun, 2168911.49%
31 Mar, 216182.32%
31 Dec, 2060414.61%
30 Sep, 2052710.48%
30 Jun, 2047710.93%
31 Mar, 20430-0.23%
31 Dec, 194315.90%
30 Sep, 194074.63%
30 Jun, 193896.87%
31 Mar, 193643.70%
31 Dec, 183510.57%
30 Sep, 183493.25%
30 Jun, 18338-4.52%
31 Mar, 183546.95%
31 Dec, 173315.75%
30 Sep, 173133.99%
30 Jun, 173010.33%
31 Mar, 173000.67%
31 Dec, 16298-1.32%
30 Sep, 163025.59%
30 Jun, 162867.12%
31 Mar, 162674.71%
31 Dec, 1525520.28%
30 Sep, 152121.92%
30 Jun, 152080.48%
31 Mar, 152075.08%
31 Dec, 141974.79%
30 Sep, 141881.62%
30 Jun, 141853.35%
31 Mar, 141794.07%
31 Dec, 13172-
30 Sep, 13172-7.53%
30 Jun, 13186161.97%
31 Mar, 1371-13.41%
31 Dec, 128213.89%
30 Sep, 12724.35%
30 Jun, 12691.47%
31 Mar, 12689.68%
31 Dec, 116216.98%
30 Sep, 1153-20.90%
30 Jun, 116721.82%
31 Mar, 115527.91%
31 Dec, 1043-12.24%
30 Sep, 1049-
30 Jun, 10498.89%
31 Mar, 10454.65%
31 Dec, 0943-14.00%
30 Sep, 095021.95%
30 Jun, 09412.50%
31 Mar, 0940-14.89%
31 Dec, 0847-12.96%
30 Sep, 085431.71%
30 Jun, 084113.89%
31 Mar, 0836-14.29%
31 Dec, 0742-2.33%
30 Sep, 0743-17.31%
30 Jun, 0752-1.89%
31 Mar, 0753-5.36%
31 Dec, 065624.44%
30 Sep, 0645-10.00%
30 Jun, 06502400.00%
31 Mar, 062-

As of 30 Jun 24, 391 institutions are holding Pool's shares, representing a decrease of -49.74% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 249,665,077-75.18%
31 Mar, 2438,946,944-1.38%
31 Dec, 2339,493,106-0.73%
30 Sep, 2339,781,8080.75%
30 Jun, 2339,485,6130.14%
31 Mar, 2339,430,1421.79%
31 Dec, 2238,737,056-1.10%
30 Sep, 2239,169,8780.61%
30 Jun, 2238,933,6551.88%
31 Mar, 2238,214,5503.47%
31 Dec, 2136,931,6510.24%
30 Sep, 2136,842,8890.17%
30 Jun, 2136,781,0640.35%
31 Mar, 2136,652,380-3.99%
31 Dec, 2038,174,3863.12%
30 Sep, 2037,018,213-1.59%
30 Jun, 2037,614,9762.12%
31 Mar, 2036,833,159-0.75%
31 Dec, 1937,110,978-1.65%
30 Sep, 1937,734,728-0.78%
30 Jun, 1938,032,170-0.68%
31 Mar, 1938,291,1341.52%
31 Dec, 1837,719,190-1.38%
30 Sep, 1838,245,1340.21%
30 Jun, 1838,166,488-0.63%
31 Mar, 1838,410,217-0.63%
31 Dec, 1738,654,5781.37%
30 Sep, 1738,131,675-0.43%
30 Jun, 1738,296,8630.30%
31 Mar, 1738,181,047-0.08%
31 Dec, 1638,212,6040.43%
30 Sep, 1638,048,511-2.80%
30 Jun, 1639,143,398-3.40%
31 Mar, 1640,521,894-1.50%
31 Dec, 1541,137,6800.74%
30 Sep, 1540,836,5520.35%
30 Jun, 1540,695,2531.10%
31 Mar, 1540,251,620-0.85%
31 Dec, 1440,597,124-0.59%
30 Sep, 1440,837,165-2.38%
30 Jun, 1441,833,174-1.74%
31 Mar, 1442,575,3290.11%
31 Dec, 1342,529,824-1.30%
30 Sep, 1343,090,313-1.57%
30 Jun, 1343,775,458199.04%
31 Mar, 1314,638,607-25.52%
31 Dec, 1219,655,676-1.14%
30 Sep, 1219,882,820-3.75%
30 Jun, 1220,657,426-10.59%
31 Mar, 1223,105,411-6.97%
31 Dec, 1124,835,9723.09%
30 Sep, 1124,090,415-17.60%
30 Jun, 1129,235,95520.61%
31 Mar, 1124,239,22756.94%
31 Dec, 1015,445,145-23.47%
30 Sep, 1020,182,7892.48%
30 Jun, 1019,694,74036.86%
31 Mar, 1014,390,5253.69%
31 Dec, 0913,878,519-15.93%
30 Sep, 0916,507,51133.23%
30 Jun, 0912,389,807-18.49%
31 Mar, 0915,201,111-9.47%
31 Dec, 0816,792,168-9.12%
30 Sep, 0818,477,27219.32%
30 Jun, 0815,486,06312.20%
31 Mar, 0813,801,780-16.86%
31 Dec, 0716,600,462-16.00%
30 Sep, 0719,762,306-16.44%
30 Jun, 0723,649,38110.88%
31 Mar, 0721,329,61941.14%
31 Dec, 0615,112,374-20.33%
30 Sep, 0618,968,92036.53%
30 Jun, 0613,893,99716365.40%
31 Mar, 0684,383-

Pool (POOL) has 9.67M shares outstanding as of 30 Jun 24, down -75.18% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2425.35%0.24%
31 Mar, 24101.94%0.98%
31 Dec, 23102.04%0.97%
30 Sep, 23102.70%0.99%
30 Jun, 23101.67%0.99%
31 Mar, 23101.42%1.02%
31 Dec, 2299.73%1.00%
30 Sep, 2299.89%1.04%
30 Jun, 2298.17%1.07%
31 Mar, 2295.70%1.12%
31 Dec, 2192.62%1.10%
30 Sep, 2191.88%1.09%
30 Jun, 2191.67%1.10%
31 Mar, 2191.14%1.01%
31 Dec, 2095.18%1.12%
30 Sep, 2092.26%1.04%
30 Jun, 2094.10%1.12%
31 Mar, 2091.80%1.06%
31 Dec, 1993.17%1.04%
30 Sep, 1994.50%1.04%
30 Jun, 1995.49%1.02%
31 Mar, 1996.99%1.09%
31 Dec, 1894.29%1.05%
30 Sep, 1894.61%1.06%
30 Jun, 1894.35%1.04%
31 Mar, 1895.15%1.03%
31 Dec, 1796.24%1.09%
30 Sep, 1793.78%1.09%
30 Jun, 1792.62%1.08%
31 Mar, 1792.69%1.08%
31 Dec, 1692.71%1.13%
30 Sep, 1690.55%1.04%
30 Jun, 1693.13%1.01%
31 Mar, 1695.96%1.05%
31 Dec, 1595.44%1.05%
30 Sep, 1595.35%1.08%
30 Jun, 1593.94%1.10%
31 Mar, 1592.32%1.06%
31 Dec, 1493.45%1.07%
30 Sep, 1493.33%1.07%
30 Jun, 1493.44%1.05%
31 Mar, 1494.24%1.12%
31 Dec, 1391.89%1.06%
30 Sep, 1392.91%1.06%
30 Jun, 1393.82%9.42%
31 Mar, 1331.56%1.80%
31 Dec, 1241.88%2.30%
30 Sep, 1242.69%2.22%
30 Jun, 1243.82%1.85%
31 Mar, 1248.62%1.78%
31 Dec, 1152.27%2.07%
30 Sep, 1150.20%1.37%
30 Jun, 1160.62%2.46%
31 Mar, 1149.61%4.97%
31 Dec, 1031.61%1.91%
30 Sep, 1040.68%2.57%
30 Jun, 1039.78%4.65%
31 Mar, 1029.25%3.59%
31 Dec, 0928.53%2.49%
30 Sep, 0933.83%5.19%
30 Jun, 0925.53%2.58%
31 Mar, 0931.48%2.56%
31 Dec, 0835.09%2.35%
30 Sep, 0838.64%3.67%
30 Jun, 0832.45%3.87%
31 Mar, 0828.97%2.36%
31 Dec, 0735.00%2.12%
30 Sep, 0740.64%1.77%
30 Jun, 0747.95%2.66%
31 Mar, 0742.49%5.00%
31 Dec, 0629.14%2.15%
30 Sep, 0636.81%5.28%
30 Jun, 0626.41%102622.82%
31 Mar, 060.16%-

As of 30 Jun 24, Pool is held by 25.35% institutional shareholders, representing a 0.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24166-56.99%
31 Mar, 243865.18%
31 Dec, 233675.16%
30 Sep, 23349-4.38%
30 Jun, 233651.96%
31 Mar, 2335810.15%
31 Dec, 2232510.17%
30 Sep, 22295-13.49%
30 Jun, 223413.33%
31 Mar, 22330-5.44%
31 Dec, 213490.29%
30 Sep, 21348-2.25%
30 Jun, 2135612.66%
31 Mar, 21316-6.51%
31 Dec, 2033829.01%
30 Sep, 2026210.55%
30 Jun, 2023715.61%
31 Mar, 202051.99%
31 Dec, 1920116.86%
30 Sep, 19172-16.91%
30 Jun, 1920712.50%
31 Mar, 191847.60%
31 Dec, 181711.79%
30 Sep, 1816815.86%
30 Jun, 18145-10.49%
31 Mar, 1816215.71%
31 Dec, 17140-20.90%
30 Sep, 171777.93%
30 Jun, 171649.33%
31 Mar, 1715017.19%
31 Dec, 16128-14.67%
30 Sep, 1615011.11%
30 Jun, 16135-6.90%
31 Mar, 16145-
31 Dec, 1514540.78%
30 Sep, 15103-6.36%
30 Jun, 15110-5.17%
31 Mar, 1511634.88%
31 Dec, 148617.81%
30 Sep, 1473-2.67%
30 Jun, 1475-
31 Mar, 14751.35%
31 Dec, 13745.71%
30 Sep, 1370-44.44%
30 Jun, 13126207.32%
31 Mar, 1341-12.77%
31 Dec, 124730.56%
30 Sep, 1236-
30 Jun, 123628.57%
31 Mar, 1228-28.21%
31 Dec, 113969.57%
30 Sep, 1123-32.35%
30 Jun, 11349.68%
31 Mar, 113129.17%
31 Dec, 10249.09%
30 Sep, 1022-31.25%
30 Jun, 103277.78%
31 Mar, 1018-5.26%
31 Dec, 0919-34.48%
30 Sep, 092926.09%
30 Jun, 0923-
31 Mar, 0923-14.81%
31 Dec, 0827-15.63%
30 Sep, 083228.00%
30 Jun, 082538.89%
31 Mar, 0818-10.00%
31 Dec, 0720-
30 Sep, 0720-25.93%
30 Jun, 0727-10.00%
31 Mar, 0730-
31 Dec, 06307.14%
30 Sep, 0628-42.86%
30 Jun, 06492350.00%
31 Mar, 062-

166 institutional shareholders have increased their position in POOL stock as of 30 Jun 24 compared to 386 in the previous quarter (a -56.99% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24159-39.77%
31 Mar, 24264-8.65%
31 Dec, 2328912.45%
30 Sep, 232579.36%
30 Jun, 23235-
31 Mar, 23235-6.00%
31 Dec, 22250-1.19%
30 Sep, 2225311.45%
30 Jun, 22227-14.66%
31 Mar, 22266-2.92%
31 Dec, 2127419.65%
30 Sep, 212294.09%
30 Jun, 212201.38%
31 Mar, 2121716.67%
31 Dec, 20186-1.59%
30 Sep, 2018912.50%
30 Jun, 2016810.53%
31 Mar, 201522.01%
31 Dec, 19149-5.70%
30 Sep, 1915830.58%
30 Jun, 191214.31%
31 Mar, 191160.87%
31 Dec, 18115-0.86%
30 Sep, 18116-4.13%
30 Jun, 18121-11.68%
31 Mar, 18137-1.44%
31 Dec, 1713946.32%
30 Sep, 17952.15%
30 Jun, 1793-18.42%
31 Mar, 17114-6.56%
31 Dec, 161228.93%
30 Sep, 161125.66%
30 Jun, 1610615.22%
31 Mar, 169222.67%
31 Dec, 15755.63%
30 Sep, 15715.97%
30 Jun, 156726.42%
31 Mar, 1553-24.29%
31 Dec, 1470-9.09%
30 Sep, 14774.05%
30 Jun, 14742.78%
31 Mar, 14722.86%
31 Dec, 1370-2.78%
30 Sep, 1372100.00%
30 Jun, 133680.00%
31 Mar, 1320-16.67%
31 Dec, 12249.09%
30 Sep, 122215.79%
30 Jun, 1219-24.00%
31 Mar, 1225177.78%
31 Dec, 119-40.00%
30 Sep, 1115-28.57%
30 Jun, 112116.67%
31 Mar, 1118157.14%
31 Dec, 107-61.11%
30 Sep, 101863.64%
30 Jun, 1011-35.29%
31 Mar, 101730.77%
31 Dec, 091362.50%
30 Sep, 098-42.86%
30 Jun, 0914-6.67%
31 Mar, 09157.14%
31 Dec, 0814-
30 Sep, 081475.00%
30 Jun, 088-33.33%
31 Mar, 0812-25.00%
31 Dec, 0716-20.00%
30 Sep, 07205.26%
30 Jun, 07195.56%
31 Mar, 0718-21.74%
31 Dec, 0623155.56%
30 Sep, 069800.00%
30 Jun, 061-
31 Mar, 06--

159 institutional shareholders have reduced their position in POOL stock as of 30 Jun 24 compared to 264 in the previous quarter (a -39.77% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24391-49.74%9,665,077-75.18%25.35%0.24%166-56.99%159-39.77%
31 Mar, 247780.13%38,946,944-1.38%101.94%0.98%3865.18%264-8.65%
31 Dec, 237775.00%39,493,106-0.73%102.04%0.97%3675.16%28912.45%
30 Sep, 237402.78%39,781,8080.75%102.70%0.99%349-4.38%2579.36%
30 Jun, 237202.13%39,485,6130.14%101.67%0.99%3651.96%235-
31 Mar, 237055.54%39,430,1421.79%101.42%1.02%35810.15%235-6.00%
31 Dec, 226680.60%38,737,056-1.10%99.73%1.00%32510.17%250-1.19%
30 Sep, 22664-1.78%39,169,8780.61%99.89%1.04%295-13.49%25311.45%
30 Jun, 22676-6.11%38,933,6551.88%98.17%1.07%3413.33%227-14.66%
31 Mar, 22720-3.74%38,214,5503.47%95.70%1.12%330-5.44%266-2.92%
31 Dec, 217485.80%36,931,6510.24%92.62%1.10%3490.29%27419.65%
30 Sep, 217072.61%36,842,8890.17%91.88%1.09%348-2.25%2294.09%
30 Jun, 2168911.49%36,781,0640.35%91.67%1.10%35612.66%2201.38%
31 Mar, 216182.32%36,652,380-3.99%91.14%1.01%316-6.51%21716.67%
31 Dec, 2060414.61%38,174,3863.12%95.18%1.12%33829.01%186-1.59%
30 Sep, 2052710.48%37,018,213-1.59%92.26%1.04%26210.55%18912.50%
30 Jun, 2047710.93%37,614,9762.12%94.10%1.12%23715.61%16810.53%
31 Mar, 20430-0.23%36,833,159-0.75%91.80%1.06%2051.99%1522.01%
31 Dec, 194315.90%37,110,978-1.65%93.17%1.04%20116.86%149-5.70%
30 Sep, 194074.63%37,734,728-0.78%94.50%1.04%172-16.91%15830.58%
30 Jun, 193896.87%38,032,170-0.68%95.49%1.02%20712.50%1214.31%
31 Mar, 193643.70%38,291,1341.52%96.99%1.09%1847.60%1160.87%
31 Dec, 183510.57%37,719,190-1.38%94.29%1.05%1711.79%115-0.86%
30 Sep, 183493.25%38,245,1340.21%94.61%1.06%16815.86%116-4.13%
30 Jun, 18338-4.52%38,166,488-0.63%94.35%1.04%145-10.49%121-11.68%
31 Mar, 183546.95%38,410,217-0.63%95.15%1.03%16215.71%137-1.44%
31 Dec, 173315.75%38,654,5781.37%96.24%1.09%140-20.90%13946.32%
30 Sep, 173133.99%38,131,675-0.43%93.78%1.09%1777.93%952.15%
30 Jun, 173010.33%38,296,8630.30%92.62%1.08%1649.33%93-18.42%
31 Mar, 173000.67%38,181,047-0.08%92.69%1.08%15017.19%114-6.56%
31 Dec, 16298-1.32%38,212,6040.43%92.71%1.13%128-14.67%1228.93%
30 Sep, 163025.59%38,048,511-2.80%90.55%1.04%15011.11%1125.66%
30 Jun, 162867.12%39,143,398-3.40%93.13%1.01%135-6.90%10615.22%
31 Mar, 162674.71%40,521,894-1.50%95.96%1.05%145-9222.67%
31 Dec, 1525520.28%41,137,6800.74%95.44%1.05%14540.78%755.63%
30 Sep, 152121.92%40,836,5520.35%95.35%1.08%103-6.36%715.97%
30 Jun, 152080.48%40,695,2531.10%93.94%1.10%110-5.17%6726.42%
31 Mar, 152075.08%40,251,620-0.85%92.32%1.06%11634.88%53-24.29%
31 Dec, 141974.79%40,597,124-0.59%93.45%1.07%8617.81%70-9.09%
30 Sep, 141881.62%40,837,165-2.38%93.33%1.07%73-2.67%774.05%
30 Jun, 141853.35%41,833,174-1.74%93.44%1.05%75-742.78%
31 Mar, 141794.07%42,575,3290.11%94.24%1.12%751.35%722.86%
31 Dec, 13172-42,529,824-1.30%91.89%1.06%745.71%70-2.78%
30 Sep, 13172-7.53%43,090,313-1.57%92.91%1.06%70-44.44%72100.00%
30 Jun, 13186161.97%43,775,458199.04%93.82%9.42%126207.32%3680.00%
31 Mar, 1371-13.41%14,638,607-25.52%31.56%1.80%41-12.77%20-16.67%
31 Dec, 128213.89%19,655,676-1.14%41.88%2.30%4730.56%249.09%
30 Sep, 12724.35%19,882,820-3.75%42.69%2.22%36-2215.79%
30 Jun, 12691.47%20,657,426-10.59%43.82%1.85%3628.57%19-24.00%
31 Mar, 12689.68%23,105,411-6.97%48.62%1.78%28-28.21%25177.78%
31 Dec, 116216.98%24,835,9723.09%52.27%2.07%3969.57%9-40.00%
30 Sep, 1153-20.90%24,090,415-17.60%50.20%1.37%23-32.35%15-28.57%
30 Jun, 116721.82%29,235,95520.61%60.62%2.46%349.68%2116.67%
31 Mar, 115527.91%24,239,22756.94%49.61%4.97%3129.17%18157.14%
31 Dec, 1043-12.24%15,445,145-23.47%31.61%1.91%249.09%7-61.11%
30 Sep, 1049-20,182,7892.48%40.68%2.57%22-31.25%1863.64%
30 Jun, 10498.89%19,694,74036.86%39.78%4.65%3277.78%11-35.29%
31 Mar, 10454.65%14,390,5253.69%29.25%3.59%18-5.26%1730.77%
31 Dec, 0943-14.00%13,878,519-15.93%28.53%2.49%19-34.48%1362.50%
30 Sep, 095021.95%16,507,51133.23%33.83%5.19%2926.09%8-42.86%
30 Jun, 09412.50%12,389,807-18.49%25.53%2.58%23-14-6.67%
31 Mar, 0940-14.89%15,201,111-9.47%31.48%2.56%23-14.81%157.14%
31 Dec, 0847-12.96%16,792,168-9.12%35.09%2.35%27-15.63%14-
30 Sep, 085431.71%18,477,27219.32%38.64%3.67%3228.00%1475.00%
30 Jun, 084113.89%15,486,06312.20%32.45%3.87%2538.89%8-33.33%
31 Mar, 0836-14.29%13,801,780-16.86%28.97%2.36%18-10.00%12-25.00%
31 Dec, 0742-2.33%16,600,462-16.00%35.00%2.12%20-16-20.00%
30 Sep, 0743-17.31%19,762,306-16.44%40.64%1.77%20-25.93%205.26%
30 Jun, 0752-1.89%23,649,38110.88%47.95%2.66%27-10.00%195.56%
31 Mar, 0753-5.36%21,329,61941.14%42.49%5.00%30-18-21.74%
31 Dec, 065624.44%15,112,374-20.33%29.14%2.15%307.14%23155.56%
30 Sep, 0645-10.00%18,968,92036.53%36.81%5.28%28-42.86%9800.00%
30 Jun, 06502400.00%13,893,99716365.40%26.41%102622.82%492350.00%1-
31 Mar, 062-84,383-0.16%-2---

Pool Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 05, 2024NEIL JENNIFER Mofficer General Counsel/SecretaryS-SaleSell1,100$401.00$441.10K8,622

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024PEREZ DE LA MESA MANUEL Jdirector-G-GiftSell3,030--819,592
May 13, 2024PEREZ DE LA MESA MANUEL Jdirector-G-GiftSell85--25,680
Mar 05, 2024NEIL JENNIFER Mofficer General Counsel/SecretaryS-SaleSell1,100$401.00$441.10K8,622

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024PEREZ DE LA MESA MANUEL Jdirector-G-GiftSell3,030--819,592
Aug 14, 2024PEREZ DE LA MESA MANUEL Jdirector-G-GiftBuy3,030--28,710
Jun 07, 2024Murphy Kevin Michaeldirector Buy----
May 30, 2024WHALEN DAVID Gdirector-L-SmallBuy23$354.24$8.15K7,097
May 13, 2024PEREZ DE LA MESA MANUEL Jdirector-G-GiftSell85--25,680
May 03, 2024Hope James Ddirector-A-AwardBuy348--704
May 03, 2024Sabater Carlos A.director-A-AwardBuy348--1,454
May 03, 2024PEREZ DE LA MESA MANUEL Jdirector-A-AwardBuy824$359.50$296.23K824
May 03, 2024STOKELY JOHN Edirector-A-AwardBuy348--14,125
May 03, 2024OLER DEBRA SUEdirector-A-AwardBuy348--2,502
May 03, 2024WHALEN DAVID Gdirector-A-AwardBuy348--7,074
May 03, 2024GERVASI MARTHA Sdirector-A-AwardBuy348--1,512
Mar 28, 2024WHALEN DAVID Gdirector-L-SmallBuy17$409.97$6.97K6,726
Mar 05, 2024NEIL JENNIFER Mofficer General Counsel/SecretaryS-SaleSell1,100$401.00$441.10K8,622
Mar 01, 2024Saik Walkerofficer Chief Accounting OfficerA-AwardBuy382--758
Mar 01, 2024Neff Kristopher Robertofficer Vice President, Strategy & CorA-AwardBuy1,020--2,456
Mar 01, 2024Neff Kristopher Robertofficer Vice President, Strategy & CorA-AwardBuy510--1,436
Mar 01, 2024St Romain Kenneth Gofficer Senior Vice PresidentA-AwardBuy2,544--74,339
Mar 01, 2024St Romain Kenneth Gofficer Senior Vice PresidentA-AwardBuy1,272--71,795
Mar 01, 2024Arvan Peter Dofficer President/CEOA-AwardBuy8,904--75,891

The last insider sell of Pool's stock was made by PEREZ DE LA MESA MANUEL J on Aug 14 2024, selling 3,030 shares at - per share (valued at -).

Pool Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027-1-
Q3 2026-1-
Q3 202411100.00%
Q2 202481800.00%
Q1 2024151788.24%
Q4 20231--
Q3 202331300.00%
Q2 202391900.00%
Q1 20231514107.14%
Q4 20221--
Q3 20223560.00%
Q2 202211--
Q1 202288100.00%
Q4 2021135822.41%
Q3 202162722.22%
Q2 2021183256.25%
Q1 2021111291.67%
Q4 202094320.93%
Q3 2020185234.62%
Q2 2020184639.13%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Pool's insiders, as of Q1 2027.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027---
Q3 2026---
Q3 2024---
Q2 2024---
Q1 2024-5-
Q4 2023---
Q3 2023---
Q2 2023-1-
Q1 2023---
Q4 2022---
Q3 2022-1-
Q2 20222--
Q1 2022---
Q4 2021-45-
Q3 2021-21-
Q2 20211205.00%
Q1 20211--
Q4 2020-33-
Q3 2020-33-
Q2 2020-34-

As of Q1 2027, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Pool's stocks.

Pool Peer Ownership


TickerCompany
FASTFastenal Company
CNMCore & Main, Inc.
WSOWatsco, Inc.
GICGlobal Industrial Company
FERGFerguson plc
AITApplied Industrial Technologies, Inc.
BXCBlueLinx Holdings Inc.
GWWW.W. Grainger, Inc.
MSMMSC Industrial Direct Co., Inc.

POOL Ownership FAQ


Pool is owned by institutional shareholders (25.35%), insiders (2.98%), and public (71.67%). The largest institutional shareholder of Pool is VANGUARD GROUP INC (11.59% of total shares) and the top mutual fund owner is NORTHQUEST CAPITAL FUND INC (2.59% of total shares).

Pool's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, STATE STREET CORP, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 32.83% of the company's share outstanding.

As of Jun 2024, there are 391 institutional shareholders of Pool.

VANGUARD GROUP INC owns 4.42M shares of Pool, representing 11.59% of the company's total shares outstanding, valued at $1.36B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 3.3M shares of Pool (POOL), compromising 8.67% of the company, valued at $1.02B.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the third largest holder of Pool. The company owns 2.1M of the company's shares outstanding (worth $646.29M).