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, Q2 2022
Institutional positions in Patterson Companies, Inc. as of Jun 30, 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
- 297
- +34 vs. Q1 2022
- Shares held
- 80.9M
- +1.21M (+1.5%) vs. Q1 2022
- Total value
- $2.45B
- −$124.8M (−4.8%) vs. Q1 2022
- New holders
- 53
- 91 more added
- Sold out
- 19
- 101 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 13 | $0 | 0.00% | −35−72.9% | Reduced |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 11 | $333 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $1.00K | 0.00% | +10+58.8% | Added |
| Disciplined Investments, LLC | 22 | $1.00K | 0.00% | +5+29.4% | Added |
| Schubert & Co | 37 | $1.00K | 0.00% | +18+94.7% | Added |
| Cullen/Frost Bankers, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 51 | $2.00K | 0.00% | +2+4.1% | Added |
| JFS Wealth Advisors, LLC | 71 | $2.00K | 0.00% | +17+31.5% | Added |
| Bessemer Group Inc | 76 | $2.00K | 0.00% | +76 | New |
| CWM, LLC | 51 | $2.00K | 0.00% | +51 | New |
| Bell Investment Advisors, Inc | 65 | $2.00K | 0.00% | +65 | New |
| Fieldpoint Private Securities, LLC | 108 | $3.00K | 0.00% | −326−75.1% | Reduced |
| Covestor Ltd | 106 | $3.00K | 0.00% | −75−41.4% | Reduced |
| Signaturefd, LLC | 84 | $3.00K | 0.00% | −70−45.5% | Reduced |
| KB Financial Partners, LLC | 100 | $3.00K | 0.00% | −55−35.5% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 89 | $3.00K | 0.00% | +89 | New |
| TD Waterhouse Canada Inc. | 120 | $3.67K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 140 | $4.00K | 0.00% | +20+16.7% | Added |
| Hexagon Capital Partners LLC | 141 | $4.00K | 0.00% | +125+781.3% | Added |
| Contravisory Investment Management, Inc. | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 167 | $5.00K | 0.00% | −5−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $6.00K | 0.00% | −244−55.0% | Reduced |
| Quent Capital, LLC | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 184 | $6.00K | 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 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 253 | $8.00K | 0.00% | +178+237.3% | Added |
| Russell Investments Group, Ltd. | 311 | $9.00K | 0.00% | −8,240−96.4% | Reduced |
| Money Concepts Capital Corp | 305 | $9.00K | 0.00% | −244−44.4% | Reduced |
| Washington Trust Co | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 283 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 338 | $10.0K | 0.00% | −191−36.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 350 | $10.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 383 | $12.0K | 0.00% | +26+7.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 434 | $13.0K | 0.00% | −15−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 413 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 447 | $14.0K | 0.01% | −46−9.3% | Reduced |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 739 | $18.0K | 0.00% | −83−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 642 | $19.0K | 0.00% | −63−8.9% | Reduced |
| Mascoma Wealth Management LLC | 824 | $25.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 850 | $26.0K | 0.00% | +850 | New |
| Meeder Asset Management Inc | 891 | $27.0K | 0.00% | +528+145.5% | Added |
| Altshuler Shaham Ltd | 930 | $28.0K | 0.00% | −274−22.8% | Reduced |
| Cutler Group LP | 1,000 | $30.0K | 0.00% | +1,000 | New |
| Huntington National Bank | 1,128 | $34.0K | 0.00% | +218+24.0% | Added |
| National Bank of Canada | 1,250 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,296 | $39.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $39.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $41.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,438 | $44.0K | 0.00% | −280−16.3% | Reduced |
| Macquarie Group Ltd | 1,682 | $51.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,758 | $53.0K | 0.00% | −187−9.6% | Reduced |
| Captrust Financial Advisors | 1,815 | $55.0K | 0.00% | +405+28.7% | Added |
| Ronald Blue Trust, Inc. | 1,800 | $58.0K | 0.00% | +1,800 | New |
| Aquatic Capital Management LLC | 2,300 | $70.0K | 0.02% | +2,300 | New |
| Anchor Investment Management, LLC | 2,400 | $72.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,757 | $84.0K | 0.00% | +22+0.8% | Added |
| SeaCrest Wealth Management, LLC | 3,166 | $96.0K | 0.01% | +3,166 | New |
| Gladius Capital Management LP | 3,423 | $104.0K | 0.02% | +3,423 | New |
| Leonteq Securities AG | 4,000 | $121.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,026 | $122.0K | 0.08% | +727+22.0% | Added |
| Neo Ivy Capital Management | 4,340 | $131.0K | 0.35% | +4,340 | New |
| Selective Wealth Management, Inc. | 4,344 | $132.0K | 0.05% | +9+0.2% | Added |
| Advisor Group Holdings, Inc. | 4,963 | $151.0K | 0.00% | +69+1.4% | Added |
| Tower Research Capital LLC (TRC) | 5,089 | $154.0K | 0.00% | +2,651+108.7% | Added |
| Ariel Investments, LLC | 5,073 | $154.0K | 0.00% | +5,073 | New |
| Amundi | 5,249 | $156.0K | 0.00% | +526+11.1% | Added |
| Metropolitan Life Insurance Co | 5,282 | $160.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,480 | $166.0K | 0.01% | +5,480 | New |
| Stonebridge Capital Advisors LLC | 5,600 | $170.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 6,197 | $188.0K | 0.00% | +413+7.1% | Added |
| The PNC Financial Services Group, Inc. | 6,355 | $192.0K | 0.00% | +89+1.4% | Added |
| Truist Financial Corp | 6,721 | $204.0K | 0.00% | −20−0.3% | Reduced |
| First Republic Investment Management, Inc. | 6,735 | $204.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,843 | $207.0K | 0.04% | −439−6.0% | Reduced |
| Fox Run Management, L.L.C. | 7,196 | $218.0K | 0.11% | +7,196 | New |
| Y-Intercept (Hong Kong) Ltd | 7,413 | $225.0K | 0.03% | +7,413 | New |
| Corton Capital Inc. | 7,596 | $230.0K | 0.22% | −3,097−29.0% | Reduced |
| Kovack Advisors, Inc. | 7,608 | $231.0K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,786 | $236.0K | 0.10% | +7,786 | New |
| Bank of Montreal | 8,361 | $239.0K | 0.00% | +200+2.5% | Added |
| Jefferies Group LLC | 7,891 | $239.1K | 0.01% | +7,891 | New |
| Securian Asset Management, Inc | 7,920 | $240.0K | 0.01% | +188+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| Martingale Asset Management L P | 8,100 | $246.0K | 0.00% | +8,100 | New |
| Cubic Asset Management, LLC | 8,150 | $247.0K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,240 | $249.0K | 0.01% | −20−0.2% | Reduced |
| Sit Investment Associates Inc | 8,300 | $251.0K | 0.01% | +75+0.9% | Added |
| Allworth Financial LP | 8,429 | $255.0K | 0.00% | +75+0.9% | Added |
| Delphia (USA) Inc. | 8,405 | $255.0K | 0.18% | +934+12.5% | Added |
| Chicago Trust Co NA | 8,569 | $259.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,542 | $259.0K | 0.04% | +8,542 | New |
| United Capital Financial Advisers, LLC | 8,846 | $268.0K | 0.00% | +8,846 | New |
| Point72 Hong Kong Ltd | 8,939 | $271.0K | 0.02% | +8,939 | New |
| Values First Advisors, Inc. | 9,122 | $276.0K | 0.20% | −393−4.1% | Reduced |