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, Q1 2022
Institutional positions in Patterson Companies, Inc. as of Mar 31, 2022. 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
- 270
- −3 vs. Q4 2021
- Shares held
- 80.3M
- +489.9K (+0.6%) vs. Q4 2021
- Total value
- $2.60B
- +$255.2M (+10.9%) vs. Q4 2021
- New holders
- 35
- 95 more added
- Sold out
- 38
- 93 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 11 | $356 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $1.00K | 0.00% | −22−37.9% | Reduced |
| Schubert & Co | 19 | $1.00K | 0.00% | +4+26.7% | Added |
| Global Retirement Partners, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Cordant, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Hexagon Capital Partners LLC | 16 | $1.00K | 0.00% | +16 | New |
| TCWP LLC | 52 | $1.00K | 0.00% | +52 | New |
| Fifth Third Bancorp | 75 | $2.00K | 0.00% | −264−77.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 49 | $2.00K | 0.00% | −20−29.0% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $2.00K | 0.00% | +31+134.8% | Added |
| First Horizon Advisors, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 100 | $3.00K | 0.00% | −1,500−93.8% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.96K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 161 | $5.00K | 0.00% | −5,314−97.1% | Reduced |
| KB Financial Partners, LLC | 155 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 172 | $5.00K | 0.00% | +5+3.0% | Added |
| Signaturefd, LLC | 154 | $5.00K | 0.00% | +78+102.6% | Added |
| Prestige Wealth Management Group LLC | 184 | $6.00K | 0.00% | −53−22.4% | Reduced |
| Covestor Ltd | 181 | $6.00K | 0.00% | +61+50.8% | Added |
| Quent Capital, LLC | 202 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 215 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 280 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 283 | $9.00K | 0.00% | +161+132.0% | Added |
| Washington Trust Co | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $11.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 363 | $12.0K | 0.00% | −251−40.9% | Reduced |
| Lindbrook Capital, LLC | 357 | $12.0K | 0.00% | +76+27.0% | Added |
| Fieldpoint Private Securities, LLC | 434 | $14.0K | 0.00% | −1,090−71.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 444 | $14.0K | 0.00% | −79−15.1% | Reduced |
| FinTrust Capital Advisors, LLC | 413 | $14.0K | 0.00% | −24−5.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 449 | $15.0K | 0.00% | −4,258−90.5% | Reduced |
| S.A. Mason LLC | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 493 | $16.0K | 0.00% | +37+8.1% | Added |
| Parallel Advisors, LLC | 529 | $17.0K | 0.00% | +268+102.7% | Added |
| Money Concepts Capital Corp | 549 | $18.0K | 0.00% | +549 | New |
| IFP Advisors, Inc | 822 | $20.0K | 0.00% | +753+1,091.3% | Added |
| Rockefeller Capital Management L.P. | 705 | $22.0K | 0.00% | +586+492.4% | Added |
| Bedel Financial Consulting, Inc. | 707 | $23.0K | 0.01% | +7+1.0% | Added |
| Mascoma Wealth Management LLC | 824 | $27.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 910 | $29.0K | 0.00% | +7+0.8% | Added |
| Altshuler Shaham Ltd | 1,204 | $39.0K | 0.00% | +1,204 | New |
| National Bank of Canada | 1,250 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,296 | $42.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $42.1K | 0.00% | +1,300 | New |
| North Star Investment Management Corp. | 1,350 | $44.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,410 | $46.0K | 0.00% | −698−33.1% | Reduced |
| Macquarie Group Ltd | 1,682 | $54.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,718 | $56.0K | 0.00% | +1,718 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,945 | $63.0K | 0.00% | −376−16.2% | Reduced |
| Anchor Investment Management, LLC | 2,400 | $77.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,438 | $79.0K | 0.00% | −2,441−50.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,735 | $89.0K | 0.00% | +25+0.9% | Added |
| Acadian Asset Management LLC | 3,341 | $106.0K | 0.00% | −5,592−62.6% | Reduced |
| State of Wyoming | 3,299 | $107.0K | 0.05% | +114+3.6% | Added |
| Leonteq Securities AG | 4,000 | $129.5K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,335 | $140.0K | 0.05% | +10+0.2% | Added |
| Amundi | 4,723 | $158.0K | 0.00% | +4,723 | New |
| Advisor Group Holdings, Inc. | 4,894 | $159.0K | 0.00% | −428−8.0% | Reduced |
| Metropolitan Life Insurance Co | 5,282 | $171.0K | 0.01% | −31,286−85.6% | Reduced |
| Stonebridge Capital Advisors LLC | 5,600 | $181.0K | 0.02% | +5,600 | New |
| 1832 Asset Management L.P. | 5,784 | $185.0K | 0.00% | −4,385−43.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,266 | $203.0K | 0.00% | +2,966+89.9% | Added |
| Thoroughbred Financial Services, LLC | 6,385 | $206.0K | 0.03% | +6,385 | New |
| Collective Family Office LLC | 6,388 | $207.0K | 0.08% | +6,388 | New |
| Truist Financial Corp | 6,741 | $218.0K | 0.00% | +6,741 | New |
| First Republic Investment Management, Inc. | 6,735 | $218.0K | 0.00% | +6,735 | New |
| FORA Capital, LLC | 6,977 | $223.0K | 0.04% | +6,977 | New |
| Strategic Wealth Partners, Ltd. | 7,282 | $236.0K | 0.05% | −1,755−19.4% | Reduced |
| Delphia (USA) Inc. | 7,471 | $242.0K | 0.18% | +7,471 | New |
| Kovack Advisors, Inc. | 7,608 | $246.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,610 | $246.0K | 0.01% | +7,610 | New |
| Jane Street Group, LLC | 7,624 | $247.0K | 0.00% | −2,144−21.9% | Reduced |
| Securian Asset Management, Inc | 7,732 | $250.0K | 0.00% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $259.0K | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 8,161 | $261.0K | 0.00% | −360−4.2% | Reduced |
| Cubic Asset Management, LLC | 8,150 | $264.0K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,177 | $265.0K | 0.10% | +8,177 | New |
| Sit Investment Associates Inc | 8,225 | $266.0K | 0.01% | +1,375+20.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,219 | $266.0K | 0.00% | +8,219 | New |
| Crossmark Global Holdings, Inc. | 8,260 | $268.0K | 0.01% | −210−2.5% | Reduced |
| Allworth Financial LP | 8,354 | $270.0K | 0.00% | +85+1.0% | Added |
| Verity Asset Management, Inc. | 8,342 | $271.0K | 0.17% | +578+7.4% | Added |
| Russell Investments Group, Ltd. | 8,551 | $276.0K | 0.00% | +5,586+188.4% | Added |
| Chicago Trust Co NA | 8,569 | $277.0K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 9,515 | $308.0K | 0.19% | +1,451+18.0% | Added |
| Brandywine Oak Private Wealth LLC | 9,663 | $312.0K | 0.04% | +1,368+16.5% | Added |
| Corton Capital Inc. | 10,693 | $346.0K | 0.15% | −365−3.3% | Reduced |
| Bayesian Capital Management, LP | 10,742 | $348.0K | 0.05% | +10,742 | New |
| Cubist Systematic Strategies, LLC | 10,842 | $351.0K | 0.00% | −127,565−92.2% | Reduced |
| Baird Financial Group, Inc. | 10,900 | $353.0K | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 11,125 | $360.0K | 0.02% | +1,775+19.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,299 | $366.0K | 0.00% | 00.0% | Unchanged |