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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 7,732 | $227.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,608 | $223.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,414 | $218.0K | 0.01% | +229+3.2% | Added |
| Graham Capital Management, L.P. | 6,941 | $203.0K | 0.01% | +6,941 | New |
| Sit Investment Associates Inc | 6,850 | $201.0K | 0.00% | +6,850 | New |
| SG Americas Securities, LLC | 6,199 | $182.0K | 0.00% | −34,354−84.7% | Reduced |
| Contravisory Investment Management, Inc. | 5,475 | $161.0K | 0.04% | −135−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,322 | $156.0K | 0.00% | +210+4.1% | Added |
| Tower Research Capital LLC (TRC) | 4,879 | $143.0K | 0.00% | −3,128−39.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 4,707 | $138.0K | 0.00% | +666+16.5% | Added |
| Selective Wealth Management, Inc. | 4,325 | $127.0K | 0.05% | +9+0.2% | Added |
| Leonteq Securities AG | 4,000 | $117.4K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,448 | $101.0K | 0.00% | −21,991−86.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,300 | $97.0K | 0.00% | −205−5.8% | Reduced |
| FMR LLC | 3,184 | $94.0K | 0.00% | +246+8.4% | Added |
| State of Wyoming | 3,185 | $93.0K | 0.04% | +3,185 | New |
| Russell Investments Group, Ltd. | 2,965 | $86.0K | 0.00% | −3,790−56.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,710 | $80.0K | 0.00% | +21+0.8% | Added |
| Anchor Investment Management, LLC | 2,400 | $70.4K | 0.01% | −100−4.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,321 | $69.0K | 0.00% | −3,315−58.8% | Reduced |
| Captrust Financial Advisors | 2,108 | $62.0K | 0.00% | −1,364−39.3% | Reduced |
| Point72 Hong Kong Ltd | 1,938 | $57.0K | 0.00% | +1,037+115.1% | Added |
| Macquarie Group Ltd | 1,682 | $49.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,600 | $47.0K | 0.00% | +1,600 | New |
| Fieldpoint Private Securities, LLC | 1,524 | $45.0K | 0.01% | −644−29.7% | Reduced |
| North Star Investment Management Corp. | 1,350 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,296 | $38.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $37.0K | 0.00% | +1,250 | New |
| Lazard Asset Management LLC | 1,257 | $36.0K | 0.00% | +1,257 | New |
| Huntington National Bank | 903 | $27.0K | 0.00% | −147−14.0% | Reduced |
| Mascoma Wealth Management LLC | 824 | $24.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 800 | $23.0K | 0.01% | +800 | New |
| Bedel Financial Consulting, Inc. | 700 | $21.0K | 0.01% | +5+0.7% | Added |
| Aquatic Capital Management LLC | 700 | $21.0K | 0.04% | +700 | New |
| Meeder Asset Management Inc | 614 | $18.0K | 0.00% | +247+67.3% | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 350 | $10.3K | 0.00% | −274,398−99.9% | Reduced |
| Fifth Third Bancorp | 339 | $10.0K | 0.00% | +206+154.9% | Added |
| Washington Trust Co | 300 | $9.00K | 0.00% | +250+500.0% | Added |
| 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 |
| Prestige Wealth Management Group LLC | 237 | $7.00K | 0.00% | −10−4.0% | Reduced |
| Quent Capital, LLC | 202 | $6.00K | 0.00% | +202 | New |
| High Net Worth Advisory Group LLC | 215 | $6.00K | 0.00% | +215 | 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 |
| 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 |
| TD Waterhouse Canada Inc. | 120 | $3.59K | 0.00% | +120 | New |
| 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 |
| American Portfolios Advisors | 97 | $2.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 11 | $323 | 0.00% | +11 | New |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $0 | 0.00% | +15 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −218,626−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −43,507−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −31,665−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,361−100.0% | Sold out |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −26,799−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,468−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −18,190−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,140−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,811−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,599−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,751−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |