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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 11,856 | $351.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 11,553 | $342.4K | 0.01% | +2,119+22.5% | Added |
| DekaBank Deutsche Girozentrale | 10,757 | $319.0K | 0.00% | +10,757 | New |
| Amundi | 10,808 | $318.2K | 0.00% | +6,200+134.5% | Added |
| Petrus Trust Company, LTA | 10,540 | $312.4K | 0.03% | +10,540 | New |
| Miller Howard Investments Inc | 10,297 | $305.2K | 0.01% | −17−0.2% | Reduced |
| Values First Advisors, Inc. | 10,263 | $304.2K | 0.20% | +9+0.1% | Added |
| State of Alaska, Department of Revenue | 10,186 | $301.0K | 0.00% | −595−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 10,135 | $300.4K | 0.00% | −945−8.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,871 | $292.6K | 0.00% | +9,871 | New |
| Pacer Advisors, Inc. | 9,790 | $290.2K | 0.00% | −5,710−36.8% | Reduced |
| Truvestments Capital LLC | 9,766 | $289.5K | 0.15% | −54−0.5% | Reduced |
| Pictet Asset Management Holding SA | 9,525 | $282.3K | 0.00% | +9,525 | New |
| Walleye Trading LLC | 9,469 | $280.7K | 0.01% | +5,459+136.1% | Added |
| Bank of Montreal | 9,130 | $275.0K | 0.00% | +209+2.3% | Added |
| First Light Asset Management, LLC | 9,264 | $274.6K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,814 | $261.2K | 0.00% | −14−0.2% | Reduced |
| Watershed Asset Management, L.L.C. | 8,751 | $259.4K | 0.31% | +8,751 | New |
| Allworth Financial LP | 8,733 | $258.8K | 0.00% | +103+1.2% | Added |
| Creative Planning | 8,654 | $256.5K | 0.00% | +8,654 | New |
| Cubic Asset Management, LLC | 8,150 | $241.6K | 0.07% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $237.1K | 0.09% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,896 | $234.0K | 0.12% | −7,104−47.4% | Reduced |
| Ariel Investments, LLC | 7,853 | $232.8K | 0.00% | +829+11.8% | Added |
| Strategic Wealth Partners, Ltd. | 7,516 | $222.8K | 0.03% | −2,997−28.5% | Reduced |
| Sciencast Management LP | 7,392 | $219.1K | 0.10% | −2,043−21.7% | Reduced |
| Arete Wealth Advisors, LLC | 7,296 | $216.3K | 0.04% | +7,296 | New |
| Cresset Asset Management, LLC | 7,267 | $215.4K | 0.00% | +481+7.1% | Added |
| Mariner, LLC | 7,259 | $215.1K | 0.00% | −1,094−13.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,249 | $214.9K | 0.00% | +7,249 | New |
| Securian Asset Management, Inc | 7,207 | $213.6K | 0.01% | −539−7.0% | Reduced |
| Crossmark Global Holdings, Inc. | 7,207 | $213.0K | 0.00% | +30.0% | Added |
| LMG Wealth Partners, LLC | 7,179 | $212.8K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 7,125 | $211.0K | 0.01% | +7,125 | New |
| HBK Sorce Advisory LLC | 7,091 | $210.2K | 0.01% | +572+8.8% | Added |
| Winton Group Ltd | 6,940 | $205.7K | 0.02% | +6,940 | New |
| State of Wyoming | 6,442 | $190.9K | 0.04% | +25+0.4% | Added |
| Covestor Ltd | 6,343 | $188.0K | 0.14% | −1,004−13.7% | Reduced |
| Federated Hermes, Inc. | 5,907 | $175.1K | 0.00% | −763−11.4% | Reduced |
| Metropolitan Life Insurance Co | 5,043 | $149.5K | 0.01% | +207+4.3% | Added |
| Pflug Koory, LLC | 4,935 | $146.3K | 0.08% | −975−16.5% | Reduced |
| EMC Capital Management | 3,752 | $111.0K | 0.08% | −9,451−71.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,305 | $98.0K | 0.00% | +119+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,882 | $85.0K | 0.00% | +23+0.8% | Added |
| Huntington National Bank | 2,737 | $81.1K | 0.00% | +994+57.0% | Added |
| Ronald Blue Trust, Inc. | 2,149 | $72.0K | 0.00% | +159+8.0% | Added |
| Anchor Investment Management, LLC | 1,950 | $57.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,857 | $55.0K | 0.03% | +1,534+474.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,700 | $50.4K | 0.00% | +1,000+142.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,594 | $47.0K | 0.00% | −49−3.0% | Reduced |
| Gladius Capital Management LP | 1,399 | $41.5K | 0.01% | +285+25.6% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $38.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,226 | $36.3K | 0.00% | +434+54.8% | Added |
| National Bank of Canada | 1,150 | $34.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,125 | $33.0K | 0.00% | +1,125 | New |
| Signaturefd, LLC | 1,089 | $32.3K | 0.00% | +21+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,044 | $30.9K | 0.00% | −587−36.0% | Reduced |
| GWM Advisors LLC | 969 | $28.7K | 0.00% | −98−9.2% | Reduced |
| Hexagon Capital Partners LLC | 966 | $28.6K | 0.01% | −65−6.3% | Reduced |
| GHP Investment Advisors, Inc. | 954 | $28.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 824 | $24.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 671 | $19.9K | 0.01% | +199+42.2% | Added |
| Lindbrook Capital, LLC | 670 | $19.9K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 544 | $16.1K | 0.00% | +544 | New |
| CWM, LLC | 532 | $16.0K | 0.00% | +39+7.9% | Added |
| S.A. Mason LLC | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 452 | $13.4K | 0.00% | +15+3.4% | Added |
| Sunbelt Securities, Inc. | 361 | $10.7K | 0.00% | +3+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $10.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $8.89K | 0.00% | 00.0% | Unchanged |
| Natixis | 272 | $8.06K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 268 | $7.95K | 0.00% | −21−7.3% | Reduced |
| Raleigh Capital Management Inc. | 218 | $6.46K | 0.00% | +218 | New |
| Quent Capital, LLC | 202 | $5.99K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $5.93K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 184 | $5.47K | 0.00% | +1+0.5% | Added |
| Versant Capital Management, Inc | 178 | $5.28K | 0.00% | −37−17.2% | Reduced |
| EverSource Wealth Advisors, LLC | 172 | $5.10K | 0.00% | +152+760.0% | Added |
| Farther Finance Advisors, LLC | 170 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 160 | $5.00K | 0.00% | +89+125.4% | Added |
| Bell Investment Advisors, Inc | 144 | $4.27K | 0.00% | +15+11.6% | Added |
| Denali Advisors LLC | 132 | $3.91K | 0.00% | −3−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $3.67K | 0.00% | +124 | New |
| TD Waterhouse Canada Inc. | 120 | $3.58K | 0.00% | −1,120−90.3% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 88 | $2.61K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $2.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $2.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $2.04K | 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 |
| Massmutual Trust Co FSB | 67 | $1.99K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $1.84K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $1.48K | 0.00% | −12−19.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 35 | $1.04K | 0.00% | −1−2.8% | Reduced |
| Steward Financial Group LLC | 67 | $1.00K | 0.00% | +67 | New |
| Global Retirement Partners, LLC | 33 | $987 | 0.00% | +16+94.1% | Added |
| AdvisorNet Financial, Inc | 24 | $711 | 0.00% | +1+4.3% | Added |