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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 5,600 | $181.0K | 0.02% | +5,600 | New |
| Metropolitan Life Insurance Co | 5,282 | $171.0K | 0.01% | −31,286−85.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,894 | $159.0K | 0.00% | −428−8.0% | Reduced |
| Amundi | 4,723 | $158.0K | 0.00% | +4,723 | New |
| Selective Wealth Management, Inc. | 4,335 | $140.0K | 0.05% | +10+0.2% | Added |
| Leonteq Securities AG | 4,000 | $129.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,299 | $107.0K | 0.05% | +114+3.6% | Added |
| Acadian Asset Management LLC | 3,341 | $106.0K | 0.00% | −5,592−62.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,735 | $89.0K | 0.00% | +25+0.9% | Added |
| Tower Research Capital LLC (TRC) | 2,438 | $79.0K | 0.00% | −2,441−50.0% | Reduced |
| Anchor Investment Management, LLC | 2,400 | $77.7K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,945 | $63.0K | 0.00% | −376−16.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,718 | $56.0K | 0.00% | +1,718 | New |
| Macquarie Group Ltd | 1,682 | $54.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,410 | $46.0K | 0.00% | −698−33.1% | Reduced |
| North Star Investment Management Corp. | 1,350 | $44.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $42.1K | 0.00% | +1,300 | New |
| Northwestern Mutual Wealth Management Co | 1,296 | $42.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $40.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,204 | $39.0K | 0.00% | +1,204 | New |
| Huntington National Bank | 910 | $29.0K | 0.00% | +7+0.8% | Added |
| Mascoma Wealth Management LLC | 824 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 707 | $23.0K | 0.01% | +7+1.0% | Added |
| Rockefeller Capital Management L.P. | 705 | $22.0K | 0.00% | +586+492.4% | Added |
| IFP Advisors, Inc | 822 | $20.0K | 0.00% | +753+1,091.3% | Added |
| Money Concepts Capital Corp | 549 | $18.0K | 0.00% | +549 | New |
| Parallel Advisors, LLC | 529 | $17.0K | 0.00% | +268+102.7% | Added |
| 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 |
| Barrow Hanley Mewhinney & Strauss LLC | 449 | $15.0K | 0.00% | −4,258−90.5% | Reduced |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 350 | $11.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $10.0K | 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 |
| 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 |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.96K | 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 11 | $356 | 0.00% | 00.0% | Unchanged |
| 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 |
| Swaine & Leidel Wealth Services, LLC | 1,893 | – | – | +1,893 | New |
| Sofos Investments, Inc. | 576 | – | – | +576 | New |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −405,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −349,600−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −292,360−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −277,194−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −195,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −63,138−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,428−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −43,145−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −37,616−100.0% | Sold out |
| Continental Advisors LLC | 0 | $0 | 0.00% | −37,470−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −36,452−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −20,570−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −18,431−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −17,744−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,691−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,795−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,066−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,310−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |