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, Q3 2023
Institutional positions in Patterson Companies, Inc. as of Sep 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
- 307
- −20 vs. Q2 2023
- Shares held
- 76.6M
- −389.4K (−0.5%) vs. Q2 2023
- Total value
- $2.28B
- −$282.8M (−11.0%) vs. Q2 2023
- New holders
- 32
- 106 more added
- Sold out
- 52
- 119 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 1 | $35 | 0.00% | −32−97.0% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $89 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $119 | 0.00% | +4 | New |
| ORG Partners LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $653 | 0.00% | +1+4.8% | Added |
| AdvisorNet Financial, Inc | 24 | $711 | 0.00% | +1+4.3% | Added |
| Global Retirement Partners, LLC | 33 | $987 | 0.00% | +16+94.1% | Added |
| Steward Financial Group LLC | 67 | $1.00K | 0.00% | +67 | New |
| First Horizon Advisors, Inc. | 35 | $1.04K | 0.00% | −1−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $1.48K | 0.00% | −12−19.4% | Reduced |
| Umb Bank N A | 62 | $1.84K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 81 | $2.00K | 0.00% | +28+52.8% | Added |
| KB Financial Partners, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $2.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.08K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $2.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 88 | $2.61K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.58K | 0.00% | −1,120−90.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $3.67K | 0.00% | +124 | New |
| Denali Advisors LLC | 132 | $3.91K | 0.00% | −3−2.2% | Reduced |
| Bell Investment Advisors, Inc | 144 | $4.27K | 0.00% | +15+11.6% | Added |
| Bessemer Group Inc | 160 | $5.00K | 0.00% | +89+125.4% | Added |
| Farther Finance Advisors, LLC | 170 | $5.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 172 | $5.10K | 0.00% | +152+760.0% | Added |
| Versant Capital Management, Inc | 178 | $5.28K | 0.00% | −37−17.2% | Reduced |
| PFS Partners, LLC | 184 | $5.47K | 0.00% | +1+0.5% | Added |
| M&R Capital Management Inc | 200 | $5.93K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.99K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 218 | $6.46K | 0.00% | +218 | New |
| Quadrant Capital Group LLC | 268 | $7.95K | 0.00% | −21−7.3% | Reduced |
| Natixis | 272 | $8.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $8.89K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 361 | $10.7K | 0.00% | +3+0.8% | Added |
| Parallel Advisors, LLC | 452 | $13.4K | 0.00% | +15+3.4% | Added |
| S.A. Mason LLC | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 532 | $16.0K | 0.00% | +39+7.9% | Added |
| Fisher Asset Management, LLC | 544 | $16.1K | 0.00% | +544 | New |
| Lindbrook Capital, LLC | 670 | $19.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 671 | $19.9K | 0.01% | +199+42.2% | Added |
| Mascoma Wealth Management LLC | 824 | $24.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 954 | $28.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 966 | $28.6K | 0.01% | −65−6.3% | Reduced |
| GWM Advisors LLC | 969 | $28.7K | 0.00% | −98−9.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,044 | $30.9K | 0.00% | −587−36.0% | Reduced |
| Signaturefd, LLC | 1,089 | $32.3K | 0.00% | +21+2.0% | Added |
| KBC Group NV | 1,125 | $33.0K | 0.00% | +1,125 | New |
| National Bank of Canada | 1,150 | $34.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,226 | $36.3K | 0.00% | +434+54.8% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $38.5K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,399 | $41.5K | 0.01% | +285+25.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,594 | $47.0K | 0.00% | −49−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,700 | $50.4K | 0.00% | +1,000+142.9% | Added |
| West Tower Group, LLC | 1,857 | $55.0K | 0.03% | +1,534+474.9% | Added |
| Anchor Investment Management, LLC | 1,950 | $57.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,149 | $72.0K | 0.00% | +159+8.0% | Added |
| Huntington National Bank | 2,737 | $81.1K | 0.00% | +994+57.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,882 | $85.0K | 0.00% | +23+0.8% | Added |
| Tower Research Capital LLC (TRC) | 3,305 | $98.0K | 0.00% | +119+3.7% | Added |
| EMC Capital Management | 3,752 | $111.0K | 0.08% | −9,451−71.6% | Reduced |
| Pflug Koory, LLC | 4,935 | $146.3K | 0.08% | −975−16.5% | Reduced |
| Metropolitan Life Insurance Co | 5,043 | $149.5K | 0.01% | +207+4.3% | Added |
| Federated Hermes, Inc. | 5,907 | $175.1K | 0.00% | −763−11.4% | Reduced |
| Covestor Ltd | 6,343 | $188.0K | 0.14% | −1,004−13.7% | Reduced |
| State of Wyoming | 6,442 | $190.9K | 0.04% | +25+0.4% | Added |
| Winton Group Ltd | 6,940 | $205.7K | 0.02% | +6,940 | New |
| HBK Sorce Advisory LLC | 7,091 | $210.2K | 0.01% | +572+8.8% | Added |
| Vestcor Inc | 7,125 | $211.0K | 0.01% | +7,125 | New |
| LMG Wealth Partners, LLC | 7,179 | $212.8K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,207 | $213.0K | 0.00% | +30.0% | Added |
| Securian Asset Management, Inc | 7,207 | $213.6K | 0.01% | −539−7.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,249 | $214.9K | 0.00% | +7,249 | New |
| Mariner, LLC | 7,259 | $215.1K | 0.00% | −1,094−13.1% | Reduced |
| Cresset Asset Management, LLC | 7,267 | $215.4K | 0.00% | +481+7.1% | Added |
| Arete Wealth Advisors, LLC | 7,296 | $216.3K | 0.04% | +7,296 | New |
| Sciencast Management LP | 7,392 | $219.1K | 0.10% | −2,043−21.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,516 | $222.8K | 0.03% | −2,997−28.5% | Reduced |
| Ariel Investments, LLC | 7,853 | $232.8K | 0.00% | +829+11.8% | Added |
| Corton Capital Inc. | 7,896 | $234.0K | 0.12% | −7,104−47.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $237.1K | 0.09% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 8,150 | $241.6K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 8,654 | $256.5K | 0.00% | +8,654 | New |
| Allworth Financial LP | 8,733 | $258.8K | 0.00% | +103+1.2% | Added |
| Watershed Asset Management, L.L.C. | 8,751 | $259.4K | 0.31% | +8,751 | New |
| United Capital Financial Advisers, LLC | 8,814 | $261.2K | 0.00% | −14−0.2% | Reduced |
| First Light Asset Management, LLC | 9,264 | $274.6K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 9,130 | $275.0K | 0.00% | +209+2.3% | Added |
| Walleye Trading LLC | 9,469 | $280.7K | 0.01% | +5,459+136.1% | Added |
| Pictet Asset Management Holding SA | 9,525 | $282.3K | 0.00% | +9,525 | New |
| Truvestments Capital LLC | 9,766 | $289.5K | 0.15% | −54−0.5% | Reduced |
| Pacer Advisors, Inc. | 9,790 | $290.2K | 0.00% | −5,710−36.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,871 | $292.6K | 0.00% | +9,871 | New |
| The PNC Financial Services Group, Inc. | 10,135 | $300.4K | 0.00% | −945−8.5% | Reduced |
| State of Alaska, Department of Revenue | 10,186 | $301.0K | 0.00% | −595−5.5% | Reduced |
| Values First Advisors, Inc. | 10,263 | $304.2K | 0.20% | +9+0.1% | Added |