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, Q4 2021
Institutional positions in Patterson Companies, Inc. as of Dec 31, 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
- 274
- +18 vs. Q3 2021
- Shares held
- 79.8M
- −667.1K (−0.8%) vs. Q3 2021
- Total value
- $2.34B
- −$82.5M (−3.4%) vs. Q3 2021
- New holders
- 44
- 92 more added
- Sold out
- 26
- 89 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $0 | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 11 | $323 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Signaturefd, LLC | 76 | $2.00K | 0.00% | −43−36.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 69 | $2.00K | 0.00% | +1+1.5% | Added |
| IFP Advisors, Inc | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $2.00K | 0.00% | +58 | New |
| American Portfolios Advisors | 97 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 119 | $3.00K | 0.00% | −295−71.3% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 118 | $3.00K | 0.00% | +118 | New |
| TD Waterhouse Canada Inc. | 120 | $3.59K | 0.00% | +120 | New |
| TCI Wealth Advisors, Inc. | 122 | $4.00K | 0.00% | −227−65.0% | Reduced |
| Geneos Wealth Management Inc. | 167 | $4.00K | 0.00% | −107−39.1% | Reduced |
| Quadrant Capital Group LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $4.00K | 0.01% | +120 | New |
| Dark Forest Capital Management LP | 161 | $5.00K | 0.00% | −29−15.3% | Reduced |
| IronBridge Private Wealth, LLC | 165 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 155 | $5.00K | 0.00% | +155 | New |
| Quent Capital, LLC | 202 | $6.00K | 0.00% | +202 | New |
| High Net Worth Advisory Group LLC | 215 | $6.00K | 0.00% | +215 | New |
| Prestige Wealth Management Group LLC | 237 | $7.00K | 0.00% | −10−4.0% | Reduced |
| 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 |
| Parallel Advisors, LLC | 261 | $8.00K | 0.00% | +24+10.1% | Added |
| Washington Trust Co | 300 | $9.00K | 0.00% | +250+500.0% | Added |
| Fifth Third Bancorp | 339 | $10.0K | 0.00% | +206+154.9% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $10.3K | 0.00% | −274,398−99.9% | Reduced |
| Private Capital Group, LLC | 456 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 437 | $13.0K | 0.00% | +21+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 523 | $15.0K | 0.00% | −2,572−83.1% | Reduced |
| Exchange Traded Concepts, LLC | 520 | $15.0K | 0.00% | −41−7.3% | Reduced |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 614 | $18.0K | 0.00% | +247+67.3% | Added |
| Bedel Financial Consulting, Inc. | 700 | $21.0K | 0.01% | +5+0.7% | Added |
| Aquatic Capital Management LLC | 700 | $21.0K | 0.04% | +700 | New |
| Beaird Harris Wealth Management, LLC | 800 | $23.0K | 0.01% | +800 | New |
| Mascoma Wealth Management LLC | 824 | $24.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 903 | $27.0K | 0.00% | −147−14.0% | Reduced |
| Lazard Asset Management LLC | 1,257 | $36.0K | 0.00% | +1,257 | New |
| National Bank of Canada | 1,250 | $37.0K | 0.00% | +1,250 | New |
| Northwestern Mutual Wealth Management Co | 1,296 | $38.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,524 | $45.0K | 0.01% | −644−29.7% | Reduced |
| Pinebridge Investments, L.P. | 1,600 | $47.0K | 0.00% | +1,600 | New |
| Macquarie Group Ltd | 1,682 | $49.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,938 | $57.0K | 0.00% | +1,037+115.1% | Added |
| Captrust Financial Advisors | 2,108 | $62.0K | 0.00% | −1,364−39.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,321 | $69.0K | 0.00% | −3,315−58.8% | Reduced |
| Anchor Investment Management, LLC | 2,400 | $70.4K | 0.01% | −100−4.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,710 | $80.0K | 0.00% | +21+0.8% | Added |
| Russell Investments Group, Ltd. | 2,965 | $86.0K | 0.00% | −3,790−56.1% | Reduced |
| State of Wyoming | 3,185 | $93.0K | 0.04% | +3,185 | New |
| FMR LLC | 3,184 | $94.0K | 0.00% | +246+8.4% | Added |
| The PNC Financial Services Group, Inc. | 3,300 | $97.0K | 0.00% | −205−5.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,448 | $101.0K | 0.00% | −21,991−86.4% | Reduced |
| Leonteq Securities AG | 4,000 | $117.4K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,325 | $127.0K | 0.05% | +9+0.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 4,707 | $138.0K | 0.00% | +666+16.5% | Added |
| Tower Research Capital LLC (TRC) | 4,879 | $143.0K | 0.00% | −3,128−39.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,322 | $156.0K | 0.00% | +210+4.1% | Added |
| Contravisory Investment Management, Inc. | 5,475 | $161.0K | 0.04% | −135−2.4% | Reduced |
| SG Americas Securities, LLC | 6,199 | $182.0K | 0.00% | −34,354−84.7% | Reduced |
| Sit Investment Associates Inc | 6,850 | $201.0K | 0.00% | +6,850 | New |
| Graham Capital Management, L.P. | 6,941 | $203.0K | 0.01% | +6,941 | New |
| Savant Capital, LLC | 7,414 | $218.0K | 0.01% | +229+3.2% | Added |
| Kovack Advisors, Inc. | 7,608 | $223.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,732 | $227.0K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 7,764 | $228.0K | 0.13% | +7,764 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $235.0K | 0.07% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 8,064 | $237.0K | 0.14% | +8,064 | New |
| Inlet Private Wealth, LLC | 8,100 | $238.0K | 0.06% | −4,800−37.2% | Reduced |
| Cubic Asset Management, LLC | 8,150 | $239.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 8,269 | $243.0K | 0.00% | +63+0.8% | Added |
| Bridgefront Capital, LLC | 8,310 | $244.0K | 0.24% | +8,310 | New |
| Crossmark Global Holdings, Inc. | 8,470 | $249.0K | 0.01% | +810+10.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,595 | $252.0K | 0.09% | −3,550−29.2% | Reduced |
| Chicago Trust Co NA | 8,569 | $252.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 8,521 | $255.0K | 0.00% | +320+3.9% | Added |
| Brandywine Oak Private Wealth LLC | 8,295 | $261.0K | 0.03% | +412+5.2% | Added |
| Acadian Asset Management LLC | 8,933 | $261.0K | 0.00% | +8,933 | New |
| Strategic Wealth Partners, Ltd. | 9,037 | $265.0K | 0.05% | +9,037 | New |
| Pacer Advisors, Inc. | 9,066 | $266.0K | 0.00% | +110+1.2% | Added |
| Foundry Partners, LLC | 9,350 | $274.0K | 0.01% | +300+3.3% | Added |
| Susquehanna International Group, LLP | 9,727 | $285.0K | 0.00% | +9,727 | New |
| Jane Street Group, LLC | 9,768 | $286.0K | 0.00% | −18,483−65.4% | Reduced |
| Winton Group Ltd | 10,138 | $298.0K | 0.02% | +10,138 | New |
| LPL Financial LLC | 10,352 | $304.0K | 0.00% | +503+5.1% | Added |
| 1832 Asset Management L.P. | 10,169 | $306.0K | 0.00% | −5,425−34.8% | Reduced |
| Toroso Investments, LLC | 10,539 | $309.0K | 0.01% | +10,539 | New |
| Baird Financial Group, Inc. | 10,900 | $320.0K | 0.00% | +1,250+13.0% | Added |
| Corton Capital Inc. | 11,058 | $325.0K | 0.14% | +11,058 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,299 | $332.0K | 0.00% | +1,955+20.9% | Added |
| Abundance Wealth Counselors | 11,719 | $344.0K | 0.09% | +11,719 | New |