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, Q3 2021
Institutional positions in Patterson Companies, Inc. as of Sep 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
- 259
- −4 vs. Q2 2021
- Shares held
- 80.5M
- −2.73M (−3.3%) vs. Q2 2021
- Total value
- $2.43B
- −$103.6M (−4.1%) vs. Q2 2021
- New holders
- 33
- 74 more added
- Sold out
- 37
- 98 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 5,610 | $169.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,460 | $164.0K | 0.01% | +5,460 | New |
| Advisor Group Holdings, Inc. | 5,112 | $155.0K | 0.00% | +434+9.3% | Added |
| Selective Wealth Management, Inc. | 4,316 | $130.0K | 0.07% | +9+0.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 4,041 | $122.0K | 0.00% | +857+26.9% | Added |
| Leonteq Securities AG | 4,000 | $120.6K | 0.01% | +4,000 | New |
| Islay Capital Management, LLC | 3,898 | $117.0K | 0.09% | +3,898 | New |
| The PNC Financial Services Group, Inc. | 3,505 | $106.0K | 0.00% | −240−6.4% | Reduced |
| Captrust Financial Advisors | 3,472 | $105.0K | 0.00% | +2,637+315.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,095 | $93.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,938 | $89.0K | 0.00% | −6,291,449−100.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,689 | $81.0K | 0.00% | +23+0.9% | Added |
| Anchor Investment Management, LLC | 2,500 | $75.3K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,168 | $65.0K | 0.01% | −234−9.7% | Reduced |
| Macquarie Group Ltd | 1,682 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,355 | $41.0K | 0.00% | −507−27.2% | Reduced |
| 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 |
| Northwestern Mutual Wealth Management Co | 1,296 | $39.0K | 0.00% | −50−3.7% | Reduced |
| Huntington National Bank | 1,050 | $32.0K | 0.00% | +379+56.5% | Added |
| Point72 Hong Kong Ltd | 901 | $27.0K | 0.00% | −3,709−80.5% | Reduced |
| Mascoma Wealth Management LLC | 824 | $25.0K | 0.01% | +824 | New |
| Bedel Financial Consulting, Inc. | 695 | $21.0K | 0.01% | +6+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 580 | $17.0K | 0.00% | −199−25.5% | Reduced |
| Exchange Traded Concepts, LLC | 561 | $17.0K | 0.00% | −219−28.1% | Reduced |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 456 | $14.0K | 0.00% | −1−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 416 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 414 | $12.0K | 0.00% | −245−37.2% | Reduced |
| Meeder Asset Management Inc | 367 | $11.0K | 0.00% | −174−32.2% | Reduced |
| TCI Wealth Advisors, Inc. | 349 | $11.0K | 0.00% | +108+44.8% | Added |
| Glen Eagle Advisors, LLC | 350 | $10.5K | 0.00% | −50−12.5% | Reduced |
| Pacitti Group Inc. | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 280 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 281 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 274 | $8.00K | 0.00% | +107+64.1% | Added |
| Kowal Investment Group, LLC | 253 | $8.00K | 0.00% | +253 | New |
| Parallel Advisors, LLC | 237 | $7.00K | 0.00% | −54−18.6% | Reduced |
| Prestige Wealth Management Group LLC | 247 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 190 | $6.00K | 0.00% | −1,092−85.2% | Reduced |
| IronBridge Private Wealth, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 120 | $4.00K | 0.00% | −27−18.4% | Reduced |
| Berman Capital Advisors, LLC | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 133 | $4.00K | 0.00% | +133 | New |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 97 | $2.92K | 0.00% | +10+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 68 | $2.00K | 0.00% | −14−17.1% | Reduced |
| IFP Advisors, Inc | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 65 | $2.00K | 0.00% | +65 | New |
| First Horizon Advisors, Inc. | 48 | $1.00K | 0.00% | −23−32.4% | Reduced |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | +28 | New |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −222,274−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −114,003−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −50,161−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −33,789−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,902−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −30,630−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,058−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −22,260−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −20,123−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,878−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,061−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −15,499−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −13,955−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,135−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −12,958−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −10,797−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −9,533−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,377−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,464−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −7,033−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |