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, Q1 2023
Institutional positions in Patterson Companies, Inc. as of Mar 31, 2023. 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
- 301
- +1 vs. Q4 2022
- Shares held
- 78.8M
- −785.2K (−1.0%) vs. Q4 2022
- Total value
- $2.11B
- −$125.0M (−5.6%) vs. Q4 2022
- New holders
- 33
- 127 more added
- Sold out
- 32
- 90 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 11 | $294 | 0.00% | −10−47.6% | Reduced |
| Global Retirement Partners, LLC | 17 | $455 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $456 | 0.00% | −1−5.6% | Reduced |
| Disciplined Investments, LLC | 18 | $482 | 0.00% | +2+12.5% | Added |
| Proequities, Inc. | 25 | $669 | 0.00% | −15−37.5% | Reduced |
| Manchester Capital Management LLC | 32 | $857 | 0.00% | +15+88.2% | Added |
| EverSource Wealth Advisors, LLC | 33 | $883 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 35 | $936 | 0.00% | +2+6.1% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $1.10K | 0.00% | +16+64.0% | Added |
| IFP Advisors, Inc | 69 | $1.45K | 0.00% | −697−91.0% | Reduced |
| Versant Capital Management, Inc | 64 | $1.71K | 0.00% | +64 | New |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $1.79K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 70 | $1.87K | 0.00% | +17+32.1% | Added |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $2.14K | 0.09% | −1−3.6% | Reduced |
| Baker Avenue Asset Management, LP | 83 | $2.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.68K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 104 | $2.79K | 0.00% | −16−13.3% | Reduced |
| TD Waterhouse Canada Inc. | 120 | $3.20K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 150 | $4.02K | 0.00% | +17+12.8% | Added |
| Farther Finance Advisors, LLC | 170 | $4.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 184 | $4.93K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $5.35K | 0.00% | −400−66.7% | Reduced |
| Quent Capital, LLC | 202 | $5.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204 | $5.47K | 0.00% | +26+14.6% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $6.69K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 250 | $7.00K | 0.00% | −658−72.5% | Reduced |
| Natixis | 272 | $7.28K | 0.00% | −153−36.0% | Reduced |
| Washington Trust Co | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 335 | $8.97K | 0.00% | +250+294.1% | Added |
| Sunbelt Securities, Inc. | 354 | $9.33K | 0.00% | +354 | New |
| Ellevest, Inc. | 421 | $11.3K | 0.00% | +403+2,238.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 426 | $11.4K | 0.00% | +42+10.9% | Added |
| Park Place Capital Corp | 472 | $12.6K | 0.00% | +11+2.4% | Added |
| Advisory Services Network, LLC | 500 | $13.4K | 0.00% | −150−23.1% | Reduced |
| S.A. Mason LLC | 500 | $13.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 500 | $13.4K | 0.00% | +500 | New |
| Exchange Traded Concepts, LLC | 512 | $13.7K | 0.00% | −64−11.1% | Reduced |
| Contravisory Investment Management, Inc. | 514 | $13.8K | 0.00% | −7,207−93.3% | Reduced |
| Fifth Third Bancorp | 524 | $14.0K | 0.00% | +278+113.0% | Added |
| Parallel Advisors, LLC | 537 | $14.4K | 0.00% | +391+267.8% | Added |
| Steward Partners Investment Advisory, LLC | 550 | $14.7K | 0.00% | +150+37.5% | Added |
| First Manhattan Co | 600 | $16.1K | 0.00% | +600 | New |
| Lindbrook Capital, LLC | 710 | $19.0K | 0.00% | +120+20.3% | Added |
| TCI Wealth Advisors, Inc. | 744 | $19.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 762 | $20.4K | 0.00% | +35+4.8% | Added |
| Mascoma Wealth Management LLC | 824 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 841 | $22.5K | 0.01% | +68+8.8% | Added |
| Quarry LP | 1,001 | $26.8K | 0.01% | +834+499.4% | Added |
| GWM Advisors LLC | 1,064 | $28.5K | 0.00% | +22+2.1% | Added |
| Gladius Capital Management LP | 1,224 | $32.8K | 0.01% | −77−5.9% | Reduced |
| National Bank of Canada | 1,250 | $33.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $34.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,396 | $37.4K | 0.00% | −377−21.3% | Reduced |
| Point72 Asset Management, L.P. | 1,414 | $37.9K | 0.00% | +1,414 | New |
| GHP Investment Advisors, Inc. | 1,469 | $39.3K | 0.00% | +10+0.7% | Added |
| Huntington National Bank | 1,508 | $40.4K | 0.00% | +222+17.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,596 | $43.0K | 0.00% | +67+4.4% | Added |
| Simplex Trading, LLC | 1,986 | $53.0K | 0.00% | +1,986 | New |
| Anchor Investment Management, LLC | 2,150 | $57.6K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 2,225 | $59.6K | 0.04% | +2,225 | New |
| Ronald Blue Trust, Inc. | 2,556 | $72.0K | 0.00% | +427+20.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,832 | $76.0K | 0.00% | +24+0.9% | Added |
| Ridgewood Investments LLC | 3,500 | $93.7K | 0.06% | +3,500 | New |
| EMC Capital Management | 3,752 | $100.0K | 0.08% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,089 | $109.5K | 0.10% | +144+3.7% | Added |
| Amundi | 4,608 | $123.2K | 0.00% | +4,608 | New |
| Metropolitan Life Insurance Co | 4,836 | $129.5K | 0.01% | −446−8.4% | Reduced |
| Walleye Capital LLC | 4,903 | $131.3K | 0.00% | −2,681−35.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,172 | $138.0K | 0.00% | +2,618+102.5% | Added |
| Walleye Trading LLC | 5,214 | $139.6K | 0.00% | −4,878−48.3% | Reduced |
| STRS Ohio | 5,300 | $141.0K | 0.00% | −23,000−81.3% | Reduced |
| Ariel Investments, LLC | 6,487 | $173.7K | 0.00% | +195+3.1% | Added |
| State of Wyoming | 6,605 | $176.8K | 0.06% | +11+0.2% | Added |
| Federated Hermes, Inc. | 6,908 | $184.9K | 0.00% | −566−7.6% | Reduced |
| Covestor Ltd | 7,049 | $189.0K | 0.16% | +210+3.1% | Added |
| Crossmark Global Holdings, Inc. | 7,695 | $206.0K | 0.00% | −59−0.8% | Reduced |
| Securian Asset Management, Inc | 7,860 | $210.4K | 0.01% | −100−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,986 | $213.7K | 0.00% | +2,606+48.4% | Added |
| ISAM Funds (UK) Ltd | 7,993 | $214.0K | 0.27% | +7,993 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $214.2K | 0.08% | 00.0% | Unchanged |
| Boston Partners | 8,079 | $216.3K | 0.00% | −3,240−28.6% | Reduced |
| Cubic Asset Management, LLC | 8,150 | $218.2K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,342 | $223.3K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 8,531 | $228.4K | 0.00% | +117+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,590 | $230.0K | 0.00% | +8,590 | New |
| Sit Investment Associates Inc | 8,725 | $234.0K | 0.01% | −1,275−12.8% | Reduced |
| United Capital Financial Advisers, LLC | 8,863 | $237.3K | 0.00% | −13−0.1% | Reduced |
| 1832 Asset Management L.P. | 8,919 | $238.8K | 0.00% | −78,611−89.8% | Reduced |
| First Light Asset Management, LLC | 9,264 | $248.0K | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 9,297 | $248.9K | 0.10% | +1,400+17.7% | Added |
| Pictet Asset Management SA | 9,525 | $255.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,914 | $265.0K | 0.03% | +9,914 | New |
| Truvestments Capital LLC | 9,930 | $265.8K | 0.14% | −4,841−32.8% | Reduced |
| Values First Advisors, Inc. | 9,937 | $266.0K | 0.17% | +288+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,939 | $266.1K | 0.00% | +875+9.7% | Added |