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 |
|---|---|---|---|---|---|
| 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 |
| Sit Investment Associates Inc | 8,300 | $251.0K | 0.01% | +75+0.9% | Added |
| Crossmark Global Holdings, Inc. | 8,240 | $249.0K | 0.01% | −20−0.2% | Reduced |
| Cubic Asset Management, LLC | 8,150 | $247.0K | 0.07% | 00.0% | Unchanged |
| Martingale Asset Management L P | 8,100 | $246.0K | 0.00% | +8,100 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,920 | $240.0K | 0.01% | +188+2.4% | Added |
| Jefferies Group LLC | 7,891 | $239.1K | 0.01% | +7,891 | New |
| Bank of Montreal | 8,361 | $239.0K | 0.00% | +200+2.5% | Added |
| XTX Topco Ltd | 7,786 | $236.0K | 0.10% | +7,786 | New |
| Kovack Advisors, Inc. | 7,608 | $231.0K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,596 | $230.0K | 0.22% | −3,097−29.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,413 | $225.0K | 0.03% | +7,413 | New |
| Fox Run Management, L.L.C. | 7,196 | $218.0K | 0.11% | +7,196 | New |
| Strategic Wealth Partners, Ltd. | 6,843 | $207.0K | 0.04% | −439−6.0% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 6,355 | $192.0K | 0.00% | +89+1.4% | Added |
| 1832 Asset Management L.P. | 6,197 | $188.0K | 0.00% | +413+7.1% | Added |
| Stonebridge Capital Advisors LLC | 5,600 | $170.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,480 | $166.0K | 0.01% | +5,480 | New |
| Metropolitan Life Insurance Co | 5,282 | $160.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 5,249 | $156.0K | 0.00% | +526+11.1% | 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 |
| Advisor Group Holdings, Inc. | 4,963 | $151.0K | 0.00% | +69+1.4% | Added |
| Selective Wealth Management, Inc. | 4,344 | $132.0K | 0.05% | +9+0.2% | Added |
| Neo Ivy Capital Management | 4,340 | $131.0K | 0.35% | +4,340 | New |
| State of Wyoming | 4,026 | $122.0K | 0.08% | +727+22.0% | Added |
| Leonteq Securities AG | 4,000 | $121.2K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 3,423 | $104.0K | 0.02% | +3,423 | New |
| SeaCrest Wealth Management, LLC | 3,166 | $96.0K | 0.01% | +3,166 | New |
| Benjamin F. Edwards & Company, Inc. | 2,757 | $84.0K | 0.00% | +22+0.8% | Added |
| Anchor Investment Management, LLC | 2,400 | $72.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $70.0K | 0.02% | +2,300 | New |
| Ronald Blue Trust, Inc. | 1,800 | $58.0K | 0.00% | +1,800 | New |
| Captrust Financial Advisors | 1,815 | $55.0K | 0.00% | +405+28.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,758 | $53.0K | 0.00% | −187−9.6% | Reduced |
| Macquarie Group Ltd | 1,682 | $51.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,438 | $44.0K | 0.00% | −280−16.3% | Reduced |
| North Star Investment Management Corp. | 1,350 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $39.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,296 | $39.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $38.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,128 | $34.0K | 0.00% | +218+24.0% | Added |
| Cutler Group LP | 1,000 | $30.0K | 0.00% | +1,000 | New |
| Altshuler Shaham Ltd | 930 | $28.0K | 0.00% | −274−22.8% | Reduced |
| Meeder Asset Management Inc | 891 | $27.0K | 0.00% | +528+145.5% | Added |
| AdvisorNet Financial, Inc | 850 | $26.0K | 0.00% | +850 | New |
| Mascoma Wealth Management LLC | 824 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 642 | $19.0K | 0.00% | −63−8.9% | Reduced |
| IFP Advisors, Inc | 739 | $18.0K | 0.00% | −83−10.1% | Reduced |
| S.A. Mason LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 447 | $14.0K | 0.01% | −46−9.3% | Reduced |
| 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 |
| Lindbrook Capital, LLC | 383 | $12.0K | 0.00% | +26+7.3% | Added |
| Federation des caisses Desjardins du Quebec | 350 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 338 | $10.0K | 0.00% | −191−36.1% | Reduced |
| 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 |
| 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 |
| High Net Worth Advisory Group LLC | 215 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 120 | $3.67K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 11 | $333 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $0 | 0.00% | −35−72.9% | Reduced |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 540 | – | – | −36−6.3% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −262,718−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −129,757−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −90,600−100.0% | Sold out |