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, Q4 2022
Institutional positions in Patterson Companies, Inc. as of Dec 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
- 304
- +38 vs. Q3 2022
- Shares held
- 79.8M
- +402.9K (+0.5%) vs. Q3 2022
- Total value
- $2.24B
- +$328.6M (+17.2%) vs. Q3 2022
- New holders
- 63
- 115 more added
- Sold out
- 25
- 93 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 1,042 | $29 | 0.00% | +1,042 | New |
| Sutton Wealth Advisors Inc. | 6 | $168 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 16 | $448 | 0.00% | +2+14.3% | Added |
| Global Retirement Partners, LLC | 17 | $477 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $477 | 0.00% | +17 | New |
| Ellevest, Inc. | 18 | $505 | 0.00% | −11−37.9% | Reduced |
| SJS Investment Consulting Inc. | 18 | $505 | 0.00% | +6+50.0% | Added |
| AdvisorNet Financial, Inc | 21 | $589 | 0.00% | +21 | New |
| Schubert & Co | 25 | $701 | 0.00% | −15−37.5% | Reduced |
| Sofos Investments, Inc. | 28 | $821 | 0.01% | −356−92.7% | Reduced |
| First Horizon Advisors, Inc. | 33 | $924 | 0.00% | +33 | New |
| EverSource Wealth Advisors, LLC | 33 | $925 | 0.00% | +33 | New |
| GW&K Investment Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Proequities, Inc. | 40 | $1.12K | 0.00% | −11−21.6% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.49K | 0.00% | +20+60.6% | Added |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | −341−84.6% | Reduced |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | −29−29.0% | Reduced |
| Comerica Securities,inc. | 73 | $2.05K | 0.00% | +73 | New |
| Baker Avenue Asset Management, LP | 83 | $2.33K | 0.00% | +83 | New |
| Belpointe Asset Management LLC | 85 | $2.38K | 0.00% | +85 | New |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $3.36K | 0.00% | +35+41.2% | Added |
| Denali Advisors LLC | 133 | $3.73K | 0.00% | +133 | New |
| Parallel Advisors, LLC | 146 | $4.11K | 0.00% | −114−43.8% | Reduced |
| Quarry LP | 167 | $4.68K | 0.01% | +167 | New |
| Farther Finance Advisors, LLC | 170 | $4.76K | 0.00% | +170 | New |
| Quadrant Capital Group LLC | 178 | $5.00K | 0.00% | +59+49.6% | Added |
| Prestige Wealth Management Group LLC | 184 | $5.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.66K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 215 | $6.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 246 | $6.89K | 0.00% | −75−23.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $7.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $8.41K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 345 | $10.0K | 0.00% | +345 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 384 | $10.8K | 0.00% | +113+41.7% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $11.2K | 0.00% | −1,300−76.5% | Reduced |
| Natixis | 425 | $11.9K | 0.00% | +425 | New |
| Park Place Capital Corp | 461 | $13.0K | 0.00% | +461 | New |
| S.A. Mason LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 576 | $16.1K | 0.00% | +576 | New |
| Lindbrook Capital, LLC | 590 | $16.5K | 0.00% | +278+89.1% | Added |
| M&R Capital Management Inc | 600 | $16.8K | 0.00% | +600 | New |
| MinichMacGregor Wealth Management, LLC | 600 | $16.8K | 0.01% | +600 | New |
| Advisory Services Network, LLC | 650 | $18.2K | 0.00% | +650 | New |
| IFP Advisors, Inc | 766 | $19.0K | 0.00% | +25+3.4% | Added |
| Signaturefd, LLC | 727 | $20.4K | 0.00% | +16+2.3% | Added |
| TCI Wealth Advisors, Inc. | 744 | $20.9K | 0.00% | −168−18.4% | Reduced |
| Rockefeller Capital Management L.P. | 782 | $21.0K | 0.00% | −338−30.2% | Reduced |
| Hexagon Capital Partners LLC | 773 | $21.7K | 0.01% | +316+69.1% | Added |
| Mascoma Wealth Management LLC | 824 | $23.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 908 | $25.0K | 0.00% | +311+52.1% | Added |
| Money Concepts Capital Corp | 902 | $25.3K | 0.00% | +597+195.7% | Added |
| Altshuler Shaham Ltd | 931 | $26.1K | 0.00% | −95−9.3% | Reduced |
| National Bank of Canada | 1,250 | $35.0K | 0.00% | −750−37.5% | Reduced |
| Huntington National Bank | 1,286 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $36.4K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,301 | $36.5K | 0.01% | −98−7.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,459 | $40.9K | 0.00% | +11+0.8% | Added |
| One Wealth Advisors, LLC | 1,482 | $41.5K | 0.01% | +1,482 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,529 | $43.0K | 0.00% | +2+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,773 | $49.7K | 0.00% | +377+27.0% | Added |
| Ronald Blue Trust, Inc. | 2,129 | $51.0K | 0.00% | +329+18.3% | Added |
| Anchor Investment Management, LLC | 2,150 | $60.3K | 0.01% | −250−10.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,554 | $72.0K | 0.00% | −4,946−65.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,808 | $79.0K | 0.00% | +27+1.0% | Added |
| Point72 Middle East FZE | 3,458 | $96.9K | 0.01% | +3,458 | New |
| EMC Capital Management | 3,752 | $105.0K | 0.09% | +3,752 | New |
| Counterpoint Mutual Funds LLC | 3,945 | $110.6K | 0.12% | +3,945 | New |
| Leonteq Securities AG | 4,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,608 | $129.2K | 0.00% | +465+11.2% | Added |
| Metropolitan Life Insurance Co | 5,282 | $148.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,380 | $150.0K | 0.00% | +185+3.6% | Added |
| Ariel Investments, LLC | 6,292 | $176.4K | 0.00% | +488+8.4% | Added |
| State of Wyoming | 6,594 | $184.8K | 0.06% | +1,183+21.9% | Added |
| Covestor Ltd | 6,839 | $192.0K | 0.16% | +847+14.1% | Added |
| LMG Wealth Partners, LLC | 7,199 | $205.6K | 0.07% | +7,199 | New |
| Dark Forest Capital Management LP | 7,424 | $208.1K | 0.05% | +5,937+399.3% | Added |
| Federated Hermes, Inc. | 7,474 | $209.5K | 0.00% | −313−4.0% | Reduced |
| Walleye Capital LLC | 7,584 | $212.6K | 0.00% | +7,584 | New |
| Contravisory Investment Management, Inc. | 7,721 | $216.4K | 0.06% | +1,154+17.6% | Added |
| Crossmark Global Holdings, Inc. | 7,754 | $218.0K | 0.01% | +7,754 | New |
| Strategic Wealth Partners, Ltd. | 7,809 | $218.9K | 0.04% | +7,809 | New |
| Collective Family Office LLC | 7,897 | $221.4K | 0.10% | −6,728−46.0% | Reduced |
| Securian Asset Management, Inc | 7,960 | $223.1K | 0.01% | +140+1.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $224.2K | 0.09% | +8,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,017 | $224.7K | 0.01% | −4,494−35.9% | Reduced |
| The PNC Financial Services Group, Inc. | 8,083 | $226.6K | 0.00% | +1,727+27.2% | Added |
| Pearl River Capital, LLC | 8,141 | $228.2K | 0.04% | +8,141 | New |
| Cubic Asset Management, LLC | 8,150 | $228.4K | 0.07% | +8,150 | New |
| Chicago Trust Co NA | 8,342 | $234.0K | 0.06% | −227−2.6% | Reduced |
| Allworth Financial LP | 8,414 | $235.9K | 0.00% | −75−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 8,876 | $248.8K | 0.00% | +111+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,064 | $254.1K | 0.00% | −801−8.1% | Reduced |
| First Light Asset Management, LLC | 9,264 | $259.7K | 0.02% | +9,264 | New |
| Total Clarity Wealth Management, Inc. | 9,400 | $263.5K | 0.13% | −591−5.9% | Reduced |
| Pictet Asset Management SA | 9,525 | $267.0K | 0.00% | +9,525 | New |
| Values First Advisors, Inc. | 9,649 | $270.4K | 0.19% | +146+1.5% | Added |
| Sit Investment Associates Inc | 10,000 | $280.0K | 0.01% | −350−3.4% | Reduced |