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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 7,033 | $214.0K | 0.01% | +7,033 | New |
| Pictet Asset Management Ltd | 6,800 | $207.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,610 | $170.0K | 0.05% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 5,375 | $163.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,678 | $142.0K | 0.00% | −894−16.0% | Reduced |
| Point72 Hong Kong Ltd | 4,610 | $140.0K | 0.01% | +4,323+1,506.3% | Added |
| Selective Wealth Management, Inc. | 4,307 | $131.0K | 0.10% | +8+0.2% | Added |
| The PNC Financial Services Group, Inc. | 3,745 | $113.0K | 0.00% | −27−0.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,184 | $97.0K | 0.00% | −2,037−39.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,095 | $94.0K | 0.00% | +1,895+157.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,666 | $81.0K | 0.00% | +21+0.8% | Added |
| Amundi | 2,600 | $79.0K | 0.00% | +2,600 | New |
| Anchor Investment Management, LLC | 2,500 | $76.0K | 0.01% | −2,647−51.4% | Reduced |
| Fieldpoint Private Securities, LLC | 2,402 | $70.0K | 0.02% | +230+10.6% | Added |
| Harbour Investments, Inc. | 1,862 | $57.0K | 0.00% | +9+0.5% | Added |
| Macquarie Group Ltd | 1,682 | $51.0K | 0.00% | −1,532−47.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,346 | $42.0K | 0.00% | +637+89.8% | Added |
| North Star Investment Management Corp. | 1,350 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,324 | $40.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,282 | $39.0K | 0.02% | +1,282 | New |
| Captrust Financial Advisors | 835 | $25.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bedel Financial Consulting, Inc. | 689 | $21.0K | 0.01% | +151+28.1% | Added |
| Huntington National Bank | 671 | $20.0K | 0.00% | −400−37.3% | Reduced |
| Rockefeller Capital Management L.P. | 659 | $20.0K | 0.00% | +659 | New |
| 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 |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| FinTrust Capital Advisors, LLC | 416 | $13.0K | 0.00% | −23−5.2% | Reduced |
| Glen Eagle Advisors, LLC | 400 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 350 | $11.0K | 0.01% | +350 | 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 |
| Prestige Wealth Management Group LLC | 247 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $8.00K | 0.00% | +275 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 87 | $2.64K | 0.00% | +47+117.5% | Added |
| 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 |
| 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 |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 92 | – | – | −6−6.1% | Reduced |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −407,947−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −257,306−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −172,904−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −79,680−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −42,414−100.0% | Sold out |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −41,114−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −33,118−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −32,938−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −28,600−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −23,663−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,356−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,919−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,398−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −17,968−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,264−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,339−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,657−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −6,742−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,258−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |