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, Q3 2022
Institutional positions in Patterson Companies, Inc. as of Sep 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
- 269
- −26 vs. Q2 2022
- Shares held
- 80.0M
- −920.8K (−1.1%) vs. Q2 2022
- Total value
- $1.92B
- −$530.6M (−21.6%) vs. Q2 2022
- New holders
- 31
- 108 more added
- Sold out
- 57
- 87 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 17 | $0 | 0.00% | −10−37.0% | Reduced |
| Disciplined Investments, LLC | 14 | $0 | 0.00% | −8−36.4% | Reduced |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | New |
| Proequities, Inc. | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.00K | 0.00% | −38−53.5% | Reduced |
| Schubert & Co | 40 | $1.00K | 0.00% | +3+8.1% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.00K | 0.00% | +40 | New |
| Ellevest, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $2.00K | 0.00% | +20+30.8% | Added |
| Quadrant Capital Group LLC | 119 | $3.00K | 0.00% | −21−15.0% | Reduced |
| TD Waterhouse Canada Inc. | 120 | $3.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 260 | $6.00K | 0.00% | −78−23.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $6.00K | 0.00% | −100−28.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 271 | $7.00K | 0.00% | −163−37.6% | Reduced |
| Lindbrook Capital, LLC | 312 | $7.00K | 0.00% | −71−18.5% | Reduced |
| Money Concepts Capital Corp | 305 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 311 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $7.00K | 0.00% | +300 | New |
| Fifth Third Bancorp | 321 | $8.00K | 0.00% | +68+26.9% | Added |
| Bessemer Group Inc | 365 | $9.00K | 0.00% | +289+380.3% | Added |
| Quantbot Technologies LP | 392 | $9.00K | 0.00% | +392 | New |
| Brown Brothers Harriman & Co | 396 | $10.0K | 0.00% | +396 | New |
| FinTrust Capital Advisors, LLC | 403 | $11.0K | 0.00% | −10−2.4% | Reduced |
| Hexagon Capital Partners LLC | 457 | $11.0K | 0.00% | +316+224.1% | Added |
| First PREMIER Bank | 465 | $11.0K | 0.00% | +465 | New |
| S.A. Mason LLC | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 597 | $14.0K | 0.00% | +546+1,070.6% | Added |
| Meeder Asset Management Inc | 712 | $17.0K | 0.00% | −179−20.1% | Reduced |
| Signaturefd, LLC | 711 | $17.0K | 0.00% | +627+746.4% | Added |
| IFP Advisors, Inc | 741 | $18.0K | 0.00% | +2+0.3% | Added |
| Mascoma Wealth Management LLC | 824 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 813 | $20.0K | 0.00% | +813 | New |
| TCI Wealth Advisors, Inc. | 912 | $22.0K | 0.00% | +629+222.3% | Added |
| Altshuler Shaham Ltd | 1,026 | $25.0K | 0.00% | +96+10.3% | Added |
| Rockefeller Capital Management L.P. | 1,120 | $26.0K | 0.00% | +478+74.5% | Added |
| Huntington National Bank | 1,286 | $31.0K | 0.00% | +158+14.0% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $31.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,396 | $33.0K | 0.00% | +100+7.7% | Added |
| Gladius Capital Management LP | 1,399 | $34.0K | 0.01% | −2,024−59.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,448 | $35.0K | 0.00% | +10+0.7% | Added |
| Dark Forest Capital Management LP | 1,487 | $36.0K | 0.01% | +1,487 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,527 | $37.0K | 0.00% | −231−13.1% | Reduced |
| Macquarie Group Ltd | 907 | $40.0K | 0.00% | −775−46.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,700 | $41.0K | 0.00% | +1,500+750.0% | Added |
| National Bank of Canada | 2,000 | $42.0K | 0.00% | +750+60.0% | Added |
| Ronald Blue Trust, Inc. | 1,800 | $55.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,400 | $57.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,781 | $67.0K | 0.00% | +24+0.9% | Added |
| Group One Trading, L.P. | 3,030 | $73.0K | 0.00% | +3,030 | New |
| Leonteq Securities AG | 4,000 | $96.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,143 | $100.0K | 0.00% | −123,476−96.8% | Reduced |
| Selective Wealth Management, Inc. | 4,353 | $105.0K | 0.04% | +9+0.2% | Added |
| Advisor Group Holdings, Inc. | 5,195 | $124.0K | 0.00% | +232+4.7% | Added |
| Metropolitan Life Insurance Co | 5,282 | $126.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,411 | $130.0K | 0.06% | +1,385+34.4% | Added |
| Amundi | 5,249 | $137.0K | 0.00% | 00.0% | Unchanged |
| Ariel Investments, LLC | 5,804 | $139.0K | 0.00% | +731+14.4% | Added |
| Covestor Ltd | 5,992 | $144.0K | 0.13% | +5,886+5,552.8% | Added |
| 1832 Asset Management L.P. | 6,198 | $149.0K | 0.00% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 6,356 | $152.0K | 0.00% | +10.0% | Added |
| Contravisory Investment Management, Inc. | 6,567 | $158.0K | 0.05% | +6,406+3,978.9% | Added |
| Tower Research Capital LLC (TRC) | 7,500 | $180.0K | 0.00% | +2,411+47.4% | Added |
| Federated Hermes, Inc. | 7,787 | $187.0K | 0.00% | −1,453−15.7% | Reduced |
| Securian Asset Management, Inc | 7,820 | $188.0K | 0.01% | −100−1.3% | Reduced |
| SG Americas Securities, LLC | 8,268 | $199.0K | 0.00% | −10,206−55.2% | Reduced |
| Balyasny Asset Management LLC | 8,388 | $201.0K | 0.00% | +8,388 | New |
| Petrus Trust Company, LTA | 8,389 | $202.0K | 0.03% | +8,389 | New |
| Allworth Financial LP | 8,489 | $204.0K | 0.00% | +60+0.7% | Added |
| Chicago Trust Co NA | 8,569 | $206.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,765 | $211.0K | 0.00% | −81−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 9,437 | $226.0K | 0.03% | −1,305−12.1% | Reduced |
| Values First Advisors, Inc. | 9,503 | $228.0K | 0.16% | +381+4.2% | Added |
| Bank of Montreal | 8,883 | $234.0K | 0.00% | +522+6.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,865 | $237.0K | 0.00% | −939−8.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,991 | $240.0K | 0.15% | +9,991 | New |
| Miller Howard Investments Inc | 10,232 | $246.0K | 0.01% | +10,232 | New |
| Raymond James Financial Services Advisors, Inc. | 10,330 | $248.0K | 0.00% | +140+1.4% | Added |
| Sit Investment Associates Inc | 10,350 | $249.0K | 0.01% | +2,050+24.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,299 | $271.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,653 | $280.0K | 0.01% | +11,653 | New |
| Public Employees Retirement Association of Colorado | 11,856 | $285.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 12,005 | $289.0K | 0.01% | +3,905+48.2% | Added |
| State of Alaska, Department of Revenue | 12,420 | $298.0K | 0.00% | −65−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,446 | $300.0K | 0.00% | −42,110−77.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,511 | $301.0K | 0.01% | −2,032−14.0% | Reduced |
| Winton Group Ltd | 12,620 | $303.0K | 0.02% | +1,521+13.7% | Added |
| Baird Financial Group, Inc. | 12,816 | $307.0K | 0.00% | +1,716+15.5% | Added |
| LPL Financial LLC | 12,842 | $308.0K | 0.00% | +65+0.5% | Added |
| Janus Henderson Group PLC | 13,042 | $313.0K | 0.00% | −4,628−26.2% | Reduced |
| Romano Brothers and Company | 13,300 | $320.0K | 0.05% | +13,300 | New |
| Handelsbanken Fonder AB | 13,400 | $322.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,558 | $326.0K | 0.01% | +65+0.5% | Added |
| Foundry Partners, LLC | 13,580 | $326.0K | 0.02% | +2,455+22.1% | Added |