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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 129 | $4.29K | 0.00% | +25+24.0% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 98 | $3.26K | 0.00% | +98 | New |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 88 | $2.93K | 0.00% | −96−52.2% | Reduced |
| Baker Avenue Asset Management, LP | 83 | $2.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.33K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $2.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $2.06K | 0.00% | +62 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 62 | $1.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 36 | $1.20K | 0.00% | +1+2.9% | Added |
| Sofos Investments, Inc. | 33 | $904 | 0.00% | +6+22.2% | Added |
| Proequities, Inc. | 25 | $831 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $765 | 0.00% | +12+109.1% | Added |
| SJS Investment Consulting Inc. | 21 | $699 | 0.00% | +4+23.5% | Added |
| EverSource Wealth Advisors, LLC | 20 | $665 | 0.00% | −13−39.4% | Reduced |
| Global Retirement Partners, LLC | 17 | $565 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $532 | 0.00% | −2−11.1% | Reduced |
| TFC Financial Management | 11 | $366 | 0.00% | +11 | New |
| Rosenberg Matthew Hamilton | 2 | $67 | 0.00% | +2 | New |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −44,663−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −42,515−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −27,855−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,825−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −20,512−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −19,736−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,555−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −17,445−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −16,053−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −15,290−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,104−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,914−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,993−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Zebra Capital Management LLC | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |