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, Q2 2023
Institutional positions in Patterson Companies, Inc. as of Jun 30, 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
- 329
- +31 vs. Q1 2023
- Shares held
- 77.0M
- −1.68M (−2.1%) vs. Q1 2023
- Total value
- $2.56B
- +$458.1M (+21.8%) vs. Q1 2023
- New holders
- 57
- 109 more added
- Sold out
- 26
- 117 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 420 | $0 | 0.00% | +420 | New |
| Toronto Dominion Bank | 3 | $0 | 0.00% | +3 | New |
| ORG Partners LLC | 5 | $0 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 2 | $67 | 0.00% | +2 | New |
| TFC Financial Management | 11 | $366 | 0.00% | +11 | New |
| Disciplined Investments, LLC | 16 | $532 | 0.00% | −2−11.1% | Reduced |
| Global Retirement Partners, LLC | 17 | $565 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $665 | 0.00% | −13−39.4% | Reduced |
| SJS Investment Consulting Inc. | 21 | $699 | 0.00% | +4+23.5% | Added |
| AdvisorNet Financial, Inc | 23 | $765 | 0.00% | +12+109.1% | Added |
| Proequities, Inc. | 25 | $831 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 33 | $904 | 0.00% | +6+22.2% | Added |
| First Horizon Advisors, Inc. | 36 | $1.20K | 0.00% | +1+2.9% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $1.45K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $2.00K | 0.00% | +37+231.3% | Added |
| Bessemer Group Inc | 71 | $2.00K | 0.00% | +71 | New |
| Umb Bank N A | 62 | $2.06K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 67 | $2.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.33K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $2.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 88 | $2.93K | 0.00% | −96−52.2% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 98 | $3.26K | 0.00% | +98 | New |
| GPS Wealth Strategies Group, LLC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $4.29K | 0.00% | +25+24.0% | Added |
| Denali Advisors LLC | 135 | $4.49K | 0.00% | −15−10.0% | Reduced |
| Farther Finance Advisors, LLC | 170 | $5.65K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 183 | $6.09K | 0.01% | +183 | New |
| M&R Capital Management Inc | 200 | $6.65K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $6.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 215 | $7.15K | 0.00% | +151+235.9% | Added |
| Natixis | 272 | $9.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 289 | $9.62K | 0.00% | +85+41.7% | Added |
| Washington Trust Co | 300 | $9.98K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 323 | $10.7K | 0.01% | +323 | New |
| Sunbelt Securities, Inc. | 358 | $11.9K | 0.00% | +4+1.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $11.9K | 0.00% | −68−16.0% | Reduced |
| S.A. Mason LLC | 500 | $13.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 437 | $14.6K | 0.00% | −100−18.6% | Reduced |
| Park Place Capital Corp | 472 | $15.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 493 | $16.0K | 0.00% | +243+97.2% | Added |
| Thompson Investment Management, Inc. | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 670 | $22.3K | 0.00% | −40−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $23.3K | 0.00% | +150+27.3% | Added |
| Fifth Third Bancorp | 792 | $26.3K | 0.00% | +268+51.1% | Added |
| Mascoma Wealth Management LLC | 824 | $27.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 947 | $31.5K | 0.02% | −54−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 954 | $32.0K | 0.00% | −515−35.1% | Reduced |
| Hexagon Capital Partners LLC | 1,031 | $34.3K | 0.01% | +190+22.6% | Added |
| Exchange Traded Concepts, LLC | 1,065 | $35.4K | 0.00% | +553+108.0% | Added |
| GWM Advisors LLC | 1,067 | $35.5K | 0.00% | +3+0.3% | Added |
| Signaturefd, LLC | 1,068 | $35.5K | 0.00% | +306+40.2% | Added |
| Gladius Capital Management LP | 1,114 | $37.1K | 0.02% | −110−9.0% | Reduced |
| National Bank of Canada | 1,150 | $38.2K | 0.00% | −100−8.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,265 | $42.1K | 0.03% | −960−43.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $43.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,990 | $53.0K | 0.00% | −566−22.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,240 | $53.3K | 0.00% | +1,120+933.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,631 | $54.2K | 0.00% | +235+16.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,643 | $55.0K | 0.00% | +47+2.9% | Added |
| Huntington National Bank | 1,743 | $58.0K | 0.00% | +235+15.6% | Added |
| Anchor Investment Management, LLC | 1,950 | $64.9K | 0.01% | −200−9.3% | Reduced |
| Ridgewood Investments LLC | 2,500 | $83.2K | 0.05% | −1,000−28.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,859 | $95.0K | 0.00% | +27+1.0% | Added |
| Tower Research Capital LLC (TRC) | 3,186 | $106.0K | 0.00% | −1,986−38.4% | Reduced |
| Simplex Trading, LLC | 3,210 | $106.0K | 0.00% | +1,224+61.6% | Added |
| Counterpoint Mutual Funds LLC | 3,653 | $121.5K | 0.11% | −436−10.7% | Reduced |
| Walleye Trading LLC | 4,010 | $133.4K | 0.01% | −1,204−23.1% | Reduced |
| Amundi | 4,608 | $150.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,573 | $152.1K | 0.11% | +4,573 | New |
| Metropolitan Life Insurance Co | 4,836 | $160.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,940 | $164.0K | 0.00% | +4,940 | New |
| Pflug Koory, LLC | 5,910 | $196.6K | 0.10% | −12,970−68.7% | Reduced |
| Latitude Advisors, LLC | 6,050 | $201.2K | 0.14% | +6,050 | New |
| Hutchens & Kramer Investment Management Group, LLC | 6,066 | $201.8K | 0.16% | +6,066 | New |
| First Republic Investment Management, Inc. | 6,170 | $205.2K | 0.00% | +6,170 | New |
| Evergreen Capital Management LLC | 6,257 | $208.1K | 0.01% | +6,257 | New |
| State of Wyoming | 6,417 | $213.4K | 0.06% | −188−2.8% | Reduced |
| Bridgefront Capital, LLC | 6,435 | $214.0K | 0.12% | +6,435 | New |
| HBK Sorce Advisory LLC | 6,519 | $216.8K | 0.01% | +6,519 | New |
| Federated Hermes, Inc. | 6,670 | $221.8K | 0.00% | −238−3.4% | Reduced |
| Cresset Asset Management, LLC | 6,786 | $225.7K | 0.00% | +6,786 | New |
| Ariel Investments, LLC | 7,024 | $233.6K | 0.00% | +537+8.3% | Added |
| Crossmark Global Holdings, Inc. | 7,204 | $235.0K | 0.01% | −491−6.4% | Reduced |
| Inceptionr LLC | 7,129 | $237.1K | 0.13% | +7,129 | New |
| LMG Wealth Partners, LLC | 7,179 | $238.8K | 0.07% | +7,179 | New |
| SG Americas Securities, LLC | 7,329 | $244.0K | 0.00% | −44,117−85.8% | Reduced |
| Covestor Ltd | 7,347 | $245.0K | 0.19% | +298+4.2% | Added |
| Delphia (USA) Inc. | 7,734 | $257.2K | 0.41% | +7,734 | New |
| Securian Asset Management, Inc | 7,746 | $257.6K | 0.01% | −114−1.5% | Reduced |
| Chicago Trust Co NA | 7,822 | $260.2K | 0.06% | −520−6.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $266.1K | 0.10% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 8,150 | $271.1K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 8,353 | $277.8K | 0.00% | −18,290−68.6% | Reduced |
| Allworth Financial LP | 8,630 | $287.0K | 0.00% | +99+1.2% | Added |
| United Capital Financial Advisers, LLC | 8,828 | $293.6K | 0.00% | −35−0.4% | Reduced |
| Aquatic Capital Management LLC | 8,900 | $296.0K | 0.02% | +8,900 | New |