Patterson Companies, Inc.
PDCODelisted Apr 17, 2025- Industry
- Wholesale-Medical, Dental & Hospital Equipment & Supplies
- SEC CIK
- 0000891024
Patterson Companies, Inc. was delisted on Apr 17, 2025; its insiders filed their last Form 4 on Apr 17, 2025; 299 institutions reported holding it in 13F filings for Q1 2025, worth $2.43B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Patterson Companies, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 265
- −10 vs. Q1 2021
- Shares held
- 83.2M
- −359.1K (−0.4%) vs. Q1 2021
- Total value
- $2.53B
- −$141.8M (−5.3%) vs. Q1 2021
- New holders
- 30
- 85 more added
- Sold out
- 40
- 104 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 1 | $284.0K |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 1 | $48.0K |
| Q2 2025 | 7 | $743.7K |
| Q1 2025 | 299 | $2.43B |
| Q4 2024 | 309 | $2.33B |
| Q3 2024 | 282 | $1.63B |
| Q2 2024 | 316 | $1.82B |
| Q1 2024 | 294 | $2.11B |
| Q4 2023 | 309 | $2.19B |
| Q3 2023 | 307 | $2.28B |
| Q2 2023 | 329 | $2.56B |
| Q1 2023 | 301 | $2.11B |
| Q4 2022 | 304 | $2.24B |
| Q3 2022 | 269 | $1.92B |
| Q2 2022 | 297 | $2.45B |
| Q1 2022 | 270 | $2.60B |
| Q4 2021 | 274 | $2.34B |
| Q3 2021 | 259 | $2.43B |
| Q2 2021 | 265 | $2.53B |
| Q1 2021 | 276 | $2.67B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 48 | $1.00K | 0.00% | −6−11.1% | Reduced |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.00K | 0.00% | +43 | New |
| Proequities, Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 57 | $2.00K | 0.00% | +23+67.6% | Added |
| American Portfolios Advisors | 87 | $2.64K | 0.00% | +47+117.5% | Added |
| Toronto Dominion Bank | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Berman Capital Advisors, LLC | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 147 | $4.00K | 0.00% | +32+27.8% | Added |
| BBVA USA | 131 | $4.00K | 0.00% | +131 | New |
| KB Financial Partners, LLC | 155 | $5.00K | 0.00% | −4,235−96.5% | Reduced |
| Geneos Wealth Management Inc. | 167 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 220 | $7.00K | 0.00% | −11,820−98.2% | Reduced |
| Jacobi Capital Management LLC | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 241 | $7.00K | 0.00% | +59+32.4% | Added |
| Prestige Wealth Management Group LLC | 247 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $8.00K | 0.00% | +275 | New |
| Whittier Trust Co of Nevada Inc | 280 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 281 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 291 | $9.00K | 0.00% | +60+26.0% | Added |
| Pacitti Group Inc. | 300 | $9.00K | 0.01% | +300 | New |
| Cypress Point Wealth Management, LLC | 350 | $11.0K | 0.01% | +350 | New |
| Glen Eagle Advisors, LLC | 400 | $12.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 416 | $13.0K | 0.00% | −23−5.2% | Reduced |
| C M Bidwell & Associates Ltd | 475 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 457 | $14.0K | 0.00% | +67+17.2% | Added |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 541 | $16.0K | 0.00% | +19+3.6% | Added |
| SkyView Investment Advisors, LLC | 513 | $16.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 671 | $20.0K | 0.00% | −400−37.3% | Reduced |
| Rockefeller Capital Management L.P. | 659 | $20.0K | 0.00% | +659 | New |
| Bedel Financial Consulting, Inc. | 689 | $21.0K | 0.01% | +151+28.1% | Added |
| O'Shaughnessy Asset Management, LLC | 779 | $24.0K | 0.00% | −127−14.0% | Reduced |
| Exchange Traded Concepts, LLC | 780 | $24.0K | 0.00% | +780 | New |
| Captrust Financial Advisors | 835 | $25.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,282 | $39.0K | 0.02% | +1,282 | New |
| Sound Income Strategies, LLC | 1,324 | $40.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,346 | $42.0K | 0.00% | +637+89.8% | Added |
| Macquarie Group Ltd | 1,682 | $51.0K | 0.00% | −1,532−47.7% | Reduced |
| Harbour Investments, Inc. | 1,862 | $57.0K | 0.00% | +9+0.5% | Added |
| Fieldpoint Private Securities, LLC | 2,402 | $70.0K | 0.02% | +230+10.6% | Added |
| Anchor Investment Management, LLC | 2,500 | $76.0K | 0.01% | −2,647−51.4% | Reduced |
| Amundi | 2,600 | $79.0K | 0.00% | +2,600 | New |
| Benjamin F. Edwards & Company, Inc. | 2,666 | $81.0K | 0.00% | +21+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,095 | $94.0K | 0.00% | +1,895+157.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,184 | $97.0K | 0.00% | −2,037−39.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,745 | $113.0K | 0.00% | −27−0.7% | Reduced |
| Selective Wealth Management, Inc. | 4,307 | $131.0K | 0.10% | +8+0.2% | Added |
| Point72 Hong Kong Ltd | 4,610 | $140.0K | 0.01% | +4,323+1,506.3% | Added |
| Advisor Group Holdings, Inc. | 4,678 | $142.0K | 0.00% | −894−16.0% | Reduced |
| Sit Investment Associates Inc | 5,375 | $163.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,610 | $170.0K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 6,800 | $207.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,033 | $214.0K | 0.01% | +7,033 | New |
| Savant Capital, LLC | 7,185 | $218.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 7,299 | $222.0K | 0.00% | −30−0.4% | Reduced |
| Profund Advisors LLC | 7,381 | $225.0K | 0.01% | +118+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,400 | $225.0K | 0.02% | +7,400 | New |
| XTX Topco Ltd | 7,464 | $227.0K | 0.08% | +7,464 | New |
| Crossmark Global Holdings, Inc. | 7,660 | $233.0K | 0.01% | −380−4.7% | Reduced |
| Bank of Montreal | 7,803 | $236.0K | 0.00% | −1,524−16.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,796 | $237.0K | 0.01% | −3,011−27.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,824 | $237.0K | 0.03% | +85+1.1% | Added |
| Securian Asset Management, Inc | 7,993 | $243.0K | 0.00% | −140−1.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $243.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 8,134 | $247.0K | 0.00% | +66+0.8% | Added |
| Cubic Asset Management, LLC | 8,150 | $248.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,377 | $255.0K | 0.01% | +8,377 | New |
| Harel Insurance Investments & Financial Services Ltd. | 8,427 | $256.0K | 0.01% | −8,501−50.2% | Reduced |
| LPL Financial LLC | 8,410 | $256.0K | 0.00% | −1,541−15.5% | Reduced |
| Pacer Advisors, Inc. | 9,172 | $279.0K | 0.00% | −108−1.2% | Reduced |
| Baird Financial Group, Inc. | 9,250 | $281.0K | 0.00% | +400+4.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,344 | $284.0K | 0.00% | +1,069+12.9% | Added |
| CWA Asset Management Group, LLC | 9,254 | $285.0K | 0.02% | −106,627−92.0% | Reduced |
| Abundance Wealth Counselors | 9,533 | $290.0K | 0.07% | +9,533 | New |
| Bridgefront Capital, LLC | 10,568 | $321.0K | 0.12% | +3,172+42.9% | Added |
| Dorsey Wright & Associates | 10,797 | $328.0K | 0.07% | +107+1.0% | Added |
| Teacher Retirement System of Texas | 11,408 | $347.0K | 0.00% | +1,697+17.5% | Added |
| Public Employees Retirement Association of Colorado | 11,856 | $360.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 12,407 | $377.0K | 0.00% | −31,682−71.9% | Reduced |
| Nordea Investment Management AB | 12,767 | $388.0K | 0.00% | +590+4.8% | Added |
| Inlet Private Wealth, LLC | 12,900 | $392.0K | 0.10% | 00.0% | Unchanged |
| KBC Group NV | 12,958 | $394.0K | 0.00% | +6,152+90.4% | Added |
| Schonfeld Strategic Advisors LLC | 13,135 | $399.0K | 0.00% | +13,135 | New |
| State of Alaska, Department of Revenue | 13,506 | $410.0K | 0.00% | −120−0.9% | Reduced |
| Xponance, Inc. | 13,597 | $413.0K | 0.01% | +4,006+41.8% | Added |
| Foundry Partners, LLC | 13,695 | $416.0K | 0.01% | +3,395+33.0% | Added |
| IMS Capital Management | 13,955 | $424.0K | 0.25% | +4,765+51.8% | Added |
| Teachers Retirement System of the State of Kentucky | 14,000 | $425.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,485 | $440.0K | 0.01% | −22−0.2% | Reduced |