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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 9,939 | $266.1K | 0.00% | +875+9.7% | Added |
| Values First Advisors, Inc. | 9,937 | $266.0K | 0.17% | +288+3.0% | Added |
| Truvestments Capital LLC | 9,930 | $265.8K | 0.14% | −4,841−32.8% | Reduced |
| Virtu Financial LLC | 9,914 | $265.0K | 0.03% | +9,914 | New |
| Pictet Asset Management SA | 9,525 | $255.0K | 0.00% | 00.0% | Unchanged |
| Collective Family Office LLC | 9,297 | $248.9K | 0.10% | +1,400+17.7% | Added |
| First Light Asset Management, LLC | 9,264 | $248.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 8,919 | $238.8K | 0.00% | −78,611−89.8% | Reduced |
| United Capital Financial Advisers, LLC | 8,863 | $237.3K | 0.00% | −13−0.1% | Reduced |
| Sit Investment Associates Inc | 8,725 | $234.0K | 0.01% | −1,275−12.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,590 | $230.0K | 0.00% | +8,590 | New |
| Allworth Financial LP | 8,531 | $228.4K | 0.00% | +117+1.4% | Added |
| Chicago Trust Co NA | 8,342 | $223.3K | 0.06% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 8,150 | $218.2K | 0.06% | 00.0% | Unchanged |
| Boston Partners | 8,079 | $216.3K | 0.00% | −3,240−28.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $214.2K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 7,993 | $214.0K | 0.27% | +7,993 | New |
| Advisor Group Holdings, Inc. | 7,986 | $213.7K | 0.00% | +2,606+48.4% | Added |
| Securian Asset Management, Inc | 7,860 | $210.4K | 0.01% | −100−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,695 | $206.0K | 0.00% | −59−0.8% | Reduced |
| Covestor Ltd | 7,049 | $189.0K | 0.16% | +210+3.1% | Added |
| Federated Hermes, Inc. | 6,908 | $184.9K | 0.00% | −566−7.6% | Reduced |
| State of Wyoming | 6,605 | $176.8K | 0.06% | +11+0.2% | Added |
| Ariel Investments, LLC | 6,487 | $173.7K | 0.00% | +195+3.1% | Added |
| STRS Ohio | 5,300 | $141.0K | 0.00% | −23,000−81.3% | Reduced |
| Walleye Trading LLC | 5,214 | $139.6K | 0.00% | −4,878−48.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,172 | $138.0K | 0.00% | +2,618+102.5% | Added |
| Walleye Capital LLC | 4,903 | $131.3K | 0.00% | −2,681−35.4% | Reduced |
| Metropolitan Life Insurance Co | 4,836 | $129.5K | 0.01% | −446−8.4% | Reduced |
| Amundi | 4,608 | $123.2K | 0.00% | +4,608 | New |
| Counterpoint Mutual Funds LLC | 4,089 | $109.5K | 0.10% | +144+3.7% | Added |
| EMC Capital Management | 3,752 | $100.0K | 0.08% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,500 | $93.7K | 0.06% | +3,500 | New |
| Benjamin F. Edwards & Company, Inc. | 2,832 | $76.0K | 0.00% | +24+0.9% | Added |
| Ronald Blue Trust, Inc. | 2,556 | $72.0K | 0.00% | +427+20.1% | Added |
| Trivant Custom Portfolio Group, LLC | 2,225 | $59.6K | 0.04% | +2,225 | New |
| Anchor Investment Management, LLC | 2,150 | $57.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,986 | $53.0K | 0.00% | +1,986 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,596 | $43.0K | 0.00% | +67+4.4% | Added |
| Huntington National Bank | 1,508 | $40.4K | 0.00% | +222+17.3% | Added |
| GHP Investment Advisors, Inc. | 1,469 | $39.3K | 0.00% | +10+0.7% | Added |
| Point72 Asset Management, L.P. | 1,414 | $37.9K | 0.00% | +1,414 | New |
| Northwestern Mutual Wealth Management Co | 1,396 | $37.4K | 0.00% | −377−21.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $34.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $33.4K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,224 | $32.8K | 0.01% | −77−5.9% | Reduced |
| GWM Advisors LLC | 1,064 | $28.5K | 0.00% | +22+2.1% | Added |
| Quarry LP | 1,001 | $26.8K | 0.01% | +834+499.4% | Added |
| Hexagon Capital Partners LLC | 841 | $22.5K | 0.01% | +68+8.8% | Added |
| Mascoma Wealth Management LLC | 824 | $22.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 762 | $20.4K | 0.00% | +35+4.8% | Added |
| TCI Wealth Advisors, Inc. | 744 | $19.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 710 | $19.0K | 0.00% | +120+20.3% | Added |
| First Manhattan Co | 600 | $16.1K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 550 | $14.7K | 0.00% | +150+37.5% | Added |
| Parallel Advisors, LLC | 537 | $14.4K | 0.00% | +391+267.8% | Added |
| Fifth Third Bancorp | 524 | $14.0K | 0.00% | +278+113.0% | Added |
| Contravisory Investment Management, Inc. | 514 | $13.8K | 0.00% | −7,207−93.3% | Reduced |
| Exchange Traded Concepts, LLC | 512 | $13.7K | 0.00% | −64−11.1% | Reduced |
| 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 |
| Park Place Capital Corp | 472 | $12.6K | 0.00% | +11+2.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 426 | $11.4K | 0.00% | +42+10.9% | Added |
| Ellevest, Inc. | 421 | $11.3K | 0.00% | +403+2,238.9% | Added |
| Sunbelt Securities, Inc. | 354 | $9.33K | 0.00% | +354 | New |
| Belpointe Asset Management LLC | 335 | $8.97K | 0.00% | +250+294.1% | Added |
| Washington Trust Co | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Natixis | 272 | $7.28K | 0.00% | −153−36.0% | Reduced |
| CWM, LLC | 250 | $7.00K | 0.00% | −658−72.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $6.69K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204 | $5.47K | 0.00% | +26+14.6% | Added |
| Quent Capital, LLC | 202 | $5.41K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $5.35K | 0.00% | −400−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 184 | $4.93K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 170 | $4.55K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 150 | $4.02K | 0.00% | +17+12.8% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $2.79K | 0.00% | −16−13.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $2.68K | 0.00% | +100 | New |
| Baker Avenue Asset Management, LP | 83 | $2.22K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $2.14K | 0.09% | −1−3.6% | Reduced |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $1.87K | 0.00% | +17+32.1% | Added |
| Massmutual Trust Co FSB | 67 | $1.79K | 0.00% | +67 | New |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $1.71K | 0.00% | +64 | New |
| IFP Advisors, Inc | 69 | $1.45K | 0.00% | −697−91.0% | Reduced |
| Schubert & Co | 41 | $1.10K | 0.00% | +16+64.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 35 | $936 | 0.00% | +2+6.1% | Added |
| EverSource Wealth Advisors, LLC | 33 | $883 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $857 | 0.00% | +15+88.2% | Added |
| Proequities, Inc. | 25 | $669 | 0.00% | −15−37.5% | Reduced |
| Disciplined Investments, LLC | 18 | $482 | 0.00% | +2+12.5% | Added |
| SJS Investment Consulting Inc. | 17 | $456 | 0.00% | −1−5.6% | Reduced |
| Global Retirement Partners, LLC | 17 | $455 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $294 | 0.00% | −10−47.6% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | +16 | New |