Pool Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:POOL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Nov 24	SellUS$256,251	Jennifer Neil	Individual		687	US$373.00
01 Mar 24	SellUS$441,100	Jennifer Neil	Individual		1,100	US$401.00

Insider Trading Volume

Insider Buying: POOL insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of POOL?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	28,760	0.0721%
State or Government	29,794	0.0747%
Public Companies	404,057	1.01%
Individual Insiders	1,128,736	2.83%
Institutions	38,313,500	96%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.6%	The Vanguard Group, Inc.	4,421,581	US$1.5b	0.06%	0.02%
9.06%	BlackRock, Inc.	3,448,044	US$1.2b	4.34%	0.02%
5.84%	Kayne Anderson Rudnick Investment Management, LLC	2,221,212	US$766.5m	5.63%	1.6%
4.17%	State Street Global Advisors, Inc.	1,587,429	US$547.8m	0%	0.02%
3.5%	William Blair Investment Management, LLC	1,332,829	US$460.0m	-6.88%	0.55%
2.53%	Geode Capital Management, LLC	964,343	US$332.8m	0.65%	0.02%
2.53%	JP Morgan Asset Management	961,110	US$331.7m	24.9%	0.04%
2.41%	Manuel Perez de la Mesa	916,879	US$316.4m	0%	no data
2.27%	Eaton Vance Management	863,231	US$297.9m	3.68%	0.07%
2.15%	Wellington Management Group LLP	817,840	US$282.2m	-25.7%	0.04%
1.62%	Neuberger Berman Investment Advisers LLC	616,606	US$212.8m	-0.95%	0.16%
1.55%	American Century Investment Management Inc	591,673	US$204.2m	37.5%	0.1%
1.49%	Wasatch Advisors LP	565,339	US$195.1m	0.61%	0.63%
1.42%	The London Company of Virginia, LLC	539,644	US$186.2m	2.31%	1.02%
1.42%	Macquarie Investment Management Business Trust	539,217	US$186.1m	-3.91%	0.22%
1.33%	Pictet Asset Management Limited	506,227	US$174.7m	-6.09%	0.15%
1.27%	Envestnet Asset Management, Inc.	482,860	US$166.6m	40.6%	0.05%
1.25%	Invesco Capital Management LLC	474,451	US$163.7m	9.09%	0.06%
1.06%	Berkshire Hathaway Inc.	404,057	US$139.4m	0%	no data
1.05%	BNY Asset Management	401,039	US$138.4m	-4.9%	0.03%
1.05%	T. Rowe Price Group, Inc.	399,205	US$137.8m	14.7%	0.01%
1.01%	Deutsche Asset & Wealth Management	382,818	US$132.1m	20.1%	0.04%
0.98%	Northern Trust Global Investments	371,156	US$128.1m	-6.04%	0.02%
0.96%	Pictet Asset Management SA	367,181	US$126.7m	-0.21%	0.24%
0.94%	UBS Asset Management AG	357,084	US$123.2m	3.26%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 12:21
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Pool Corporation is covered by 24 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Manthey	Baird
Ishan Majumdar	Baptista Research
Brennan Matthews	Berenberg