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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 6,356 | $152.0K | 0.00% | +10.0% | Added |
| 1832 Asset Management L.P. | 6,198 | $149.0K | 0.00% | +10.0% | Added |
| Covestor Ltd | 5,992 | $144.0K | 0.13% | +5,886+5,552.8% | Added |
| Ariel Investments, LLC | 5,804 | $139.0K | 0.00% | +731+14.4% | Added |
| Amundi | 5,249 | $137.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,411 | $130.0K | 0.06% | +1,385+34.4% | Added |
| Metropolitan Life Insurance Co | 5,282 | $126.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,195 | $124.0K | 0.00% | +232+4.7% | Added |
| Selective Wealth Management, Inc. | 4,353 | $105.0K | 0.04% | +9+0.2% | Added |
| FMR LLC | 4,143 | $100.0K | 0.00% | −123,476−96.8% | Reduced |
| Leonteq Securities AG | 4,000 | $96.1K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,030 | $73.0K | 0.00% | +3,030 | New |
| Benjamin F. Edwards & Company, Inc. | 2,781 | $67.0K | 0.00% | +24+0.9% | Added |
| Anchor Investment Management, LLC | 2,400 | $57.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,800 | $55.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,000 | $42.0K | 0.00% | +750+60.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,700 | $41.0K | 0.00% | +1,500+750.0% | Added |
| Macquarie Group Ltd | 907 | $40.0K | 0.00% | −775−46.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,527 | $37.0K | 0.00% | −231−13.1% | Reduced |
| Dark Forest Capital Management LP | 1,487 | $36.0K | 0.01% | +1,487 | New |
| GHP Investment Advisors, Inc. | 1,448 | $35.0K | 0.00% | +10+0.7% | Added |
| Gladius Capital Management LP | 1,399 | $34.0K | 0.01% | −2,024−59.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,396 | $33.0K | 0.00% | +100+7.7% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $31.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,286 | $31.0K | 0.00% | +158+14.0% | Added |
| Rockefeller Capital Management L.P. | 1,120 | $26.0K | 0.00% | +478+74.5% | Added |
| Altshuler Shaham Ltd | 1,026 | $25.0K | 0.00% | +96+10.3% | Added |
| TCI Wealth Advisors, Inc. | 912 | $22.0K | 0.00% | +629+222.3% | Added |
| Mascoma Wealth Management LLC | 824 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 813 | $20.0K | 0.00% | +813 | New |
| IFP Advisors, Inc | 741 | $18.0K | 0.00% | +2+0.3% | 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 |
| CWM, LLC | 597 | $14.0K | 0.00% | +546+1,070.6% | Added |
| S.A. Mason LLC | 500 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Brown Brothers Harriman & Co | 396 | $10.0K | 0.00% | +396 | New |
| Bessemer Group Inc | 365 | $9.00K | 0.00% | +289+380.3% | Added |
| Quantbot Technologies LP | 392 | $9.00K | 0.00% | +392 | New |
| Fifth Third Bancorp | 321 | $8.00K | 0.00% | +68+26.9% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 250 | $6.00K | 0.00% | −100−28.6% | Reduced |
| Parallel Advisors, LLC | 260 | $6.00K | 0.00% | −78−23.1% | Reduced |
| 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 |
| Prestige Wealth Management Group LLC | 184 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.02K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 119 | $3.00K | 0.00% | −21−15.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 384 | – | – | −156−28.9% | Reduced |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −106,357−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −97,932−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −83,920−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −83,851−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −59,248−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −60,592−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,834−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −46,279−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,930−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,483−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −38,536−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −30,602−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −29,110−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,521−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −20,117−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −19,585−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −17,650−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −16,911−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,642−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −15,961−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,386−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −12,518−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,181−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,356−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,754−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,939−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,542−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −8,405−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |