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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 10,081 | $282.6K | 0.01% | +10,081 | New |
| Sit Investment Associates Inc | 10,000 | $280.0K | 0.01% | −350−3.4% | Reduced |
| HBK Sorce Advisory LLC | 10,002 | $280.0K | 0.01% | +10,002 | New |
| Values First Advisors, Inc. | 9,649 | $270.4K | 0.19% | +146+1.5% | Added |
| Pictet Asset Management SA | 9,525 | $267.0K | 0.00% | +9,525 | New |
| Total Clarity Wealth Management, Inc. | 9,400 | $263.5K | 0.13% | −591−5.9% | Reduced |
| First Light Asset Management, LLC | 9,264 | $259.7K | 0.02% | +9,264 | New |
| Mitsubishi UFJ Trust & Banking Corp | 9,064 | $254.1K | 0.00% | −801−8.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,876 | $248.8K | 0.00% | +111+1.3% | Added |
| Allworth Financial LP | 8,414 | $235.9K | 0.00% | −75−0.9% | Reduced |
| Chicago Trust Co NA | 8,342 | $234.0K | 0.06% | −227−2.6% | Reduced |
| Cubic Asset Management, LLC | 8,150 | $228.4K | 0.07% | +8,150 | New |
| Pearl River Capital, LLC | 8,141 | $228.2K | 0.04% | +8,141 | New |
| The PNC Financial Services Group, Inc. | 8,083 | $226.6K | 0.00% | +1,727+27.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,017 | $224.7K | 0.01% | −4,494−35.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $224.2K | 0.09% | +8,000 | New |
| Securian Asset Management, Inc | 7,960 | $223.1K | 0.01% | +140+1.8% | Added |
| Collective Family Office LLC | 7,897 | $221.4K | 0.10% | −6,728−46.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,809 | $218.9K | 0.04% | +7,809 | New |
| Crossmark Global Holdings, Inc. | 7,754 | $218.0K | 0.01% | +7,754 | New |
| Contravisory Investment Management, Inc. | 7,721 | $216.4K | 0.06% | +1,154+17.6% | Added |
| Walleye Capital LLC | 7,584 | $212.6K | 0.00% | +7,584 | New |
| Federated Hermes, Inc. | 7,474 | $209.5K | 0.00% | −313−4.0% | Reduced |
| Dark Forest Capital Management LP | 7,424 | $208.1K | 0.05% | +5,937+399.3% | Added |
| LMG Wealth Partners, LLC | 7,199 | $205.6K | 0.07% | +7,199 | New |
| Covestor Ltd | 6,839 | $192.0K | 0.16% | +847+14.1% | Added |
| State of Wyoming | 6,594 | $184.8K | 0.06% | +1,183+21.9% | Added |
| Ariel Investments, LLC | 6,292 | $176.4K | 0.00% | +488+8.4% | Added |
| Advisor Group Holdings, Inc. | 5,380 | $150.0K | 0.00% | +185+3.6% | Added |
| Metropolitan Life Insurance Co | 5,282 | $148.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,608 | $129.2K | 0.00% | +465+11.2% | Added |
| Leonteq Securities AG | 4,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,945 | $110.6K | 0.12% | +3,945 | New |
| EMC Capital Management | 3,752 | $105.0K | 0.09% | +3,752 | New |
| Point72 Middle East FZE | 3,458 | $96.9K | 0.01% | +3,458 | New |
| Benjamin F. Edwards & Company, Inc. | 2,808 | $79.0K | 0.00% | +27+1.0% | Added |
| Tower Research Capital LLC (TRC) | 2,554 | $72.0K | 0.00% | −4,946−65.9% | Reduced |
| Anchor Investment Management, LLC | 2,150 | $60.3K | 0.01% | −250−10.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,129 | $51.0K | 0.00% | +329+18.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,773 | $49.7K | 0.00% | +377+27.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,529 | $43.0K | 0.00% | +2+0.1% | Added |
| One Wealth Advisors, LLC | 1,482 | $41.5K | 0.01% | +1,482 | New |
| GHP Investment Advisors, Inc. | 1,459 | $40.9K | 0.00% | +11+0.8% | Added |
| Gladius Capital Management LP | 1,301 | $36.5K | 0.01% | −98−7.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $36.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,286 | $36.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $35.0K | 0.00% | −750−37.5% | Reduced |
| Altshuler Shaham Ltd | 931 | $26.1K | 0.00% | −95−9.3% | Reduced |
| Money Concepts Capital Corp | 902 | $25.3K | 0.00% | +597+195.7% | Added |
| CWM, LLC | 908 | $25.0K | 0.00% | +311+52.1% | Added |
| Mascoma Wealth Management LLC | 824 | $23.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 773 | $21.7K | 0.01% | +316+69.1% | Added |
| Rockefeller Capital Management L.P. | 782 | $21.0K | 0.00% | −338−30.2% | Reduced |
| TCI Wealth Advisors, Inc. | 744 | $20.9K | 0.00% | −168−18.4% | Reduced |
| Signaturefd, LLC | 727 | $20.4K | 0.00% | +16+2.3% | Added |
| IFP Advisors, Inc | 766 | $19.0K | 0.00% | +25+3.4% | Added |
| Advisory Services Network, LLC | 650 | $18.2K | 0.00% | +650 | New |
| M&R Capital Management Inc | 600 | $16.8K | 0.00% | +600 | New |
| MinichMacGregor Wealth Management, LLC | 600 | $16.8K | 0.01% | +600 | New |
| Lindbrook Capital, LLC | 590 | $16.5K | 0.00% | +278+89.1% | Added |
| Exchange Traded Concepts, LLC | 576 | $16.1K | 0.00% | +576 | New |
| S.A. Mason LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 461 | $13.0K | 0.00% | +461 | New |
| Natixis | 425 | $11.9K | 0.00% | +425 | New |
| Steward Partners Investment Advisory, LLC | 400 | $11.2K | 0.00% | −1,300−76.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 384 | $10.8K | 0.00% | +113+41.7% | Added |
| Spire Wealth Management | 345 | $10.0K | 0.00% | +345 | New |
| Washington Trust Co | 300 | $8.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $7.01K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 246 | $6.89K | 0.00% | −75−23.4% | Reduced |
| High Net Worth Advisory Group LLC | 215 | $6.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 184 | $5.16K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 178 | $5.00K | 0.00% | +59+49.6% | Added |
| Farther Finance Advisors, LLC | 170 | $4.76K | 0.00% | +170 | New |
| Quarry LP | 167 | $4.68K | 0.01% | +167 | New |
| Parallel Advisors, LLC | 146 | $4.11K | 0.00% | −114−43.8% | Reduced |
| Denali Advisors LLC | 133 | $3.73K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 120 | $3.36K | 0.00% | +35+41.2% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.34K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 85 | $2.38K | 0.00% | +85 | New |
| Baker Avenue Asset Management, LP | 83 | $2.33K | 0.00% | +83 | New |
| Comerica Securities,inc. | 73 | $2.05K | 0.00% | +73 | New |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | −29−29.0% | Reduced |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | −341−84.6% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $1.49K | 0.00% | +20+60.6% | Added |
| Proequities, Inc. | 40 | $1.12K | 0.00% | −11−21.6% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 33 | $925 | 0.00% | +33 | New |
| First Horizon Advisors, Inc. | 33 | $924 | 0.00% | +33 | New |
| Sofos Investments, Inc. | 28 | $821 | 0.01% | −356−92.7% | Reduced |
| Schubert & Co | 25 | $701 | 0.00% | −15−37.5% | Reduced |
| AdvisorNet Financial, Inc | 21 | $589 | 0.00% | +21 | New |
| Ellevest, Inc. | 18 | $505 | 0.00% | −11−37.9% | Reduced |
| SJS Investment Consulting Inc. | 18 | $505 | 0.00% | +6+50.0% | Added |
| Global Retirement Partners, LLC | 17 | $477 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $477 | 0.00% | +17 | New |
| Disciplined Investments, LLC | 16 | $448 | 0.00% | +2+14.3% | Added |