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, Q4 2023
Institutional positions in Patterson Companies, Inc. as of Dec 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
- 309
- +4 vs. Q3 2023
- Shares held
- 76.9M
- +237.1K (+0.3%) vs. Q3 2023
- Total value
- $2.19B
- −$91.1M (−4.0%) vs. Q3 2023
- New holders
- 40
- 100 more added
- Sold out
- 36
- 125 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 3 | $85 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5 | $142 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 8 | $227 | 0.00% | −27−77.1% | Reduced |
| Horizon Investments, LLC | 9 | $254 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 11 | $313 | 0.00% | −77−87.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $456 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 22 | $626 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $654 | 0.00% | −1−4.2% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $1.00K | 0.00% | −36−44.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $1.42K | 0.00% | −15,300−99.7% | Reduced |
| Washington Trust Co | 50 | $1.42K | 0.00% | −250−83.3% | Reduced |
| FinTrust Capital Advisors, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 51 | $1.45K | 0.00% | +47+1,175.0% | Added |
| Massmutual Trust Co FSB | 67 | $1.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $1.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $2.05K | 0.00% | +2+2.9% | Added |
| Umb Bank N A | 81 | $2.30K | 0.00% | +19+30.6% | Added |
| Frazier Financial Advisors, LLC | 87 | $2.48K | 0.00% | +87 | New |
| Raleigh Capital Management Inc. | 99 | $2.84K | 0.00% | −119−54.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $2.93K | 0.00% | −75−42.1% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $3.45K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 145 | $4.13K | 0.00% | +13+9.8% | Added |
| Farther Finance Advisors, LLC | 154 | $4.38K | 0.00% | −16−9.4% | Reduced |
| Bell Investment Advisors, Inc | 162 | $4.61K | 0.00% | +18+12.5% | Added |
| Bessemer Group Inc | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $5.69K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 209 | $5.95K | 0.00% | +209 | New |
| MeadowBrook Investment Advisors LLC | 250 | $7.11K | 0.01% | +250 | New |
| Global Retirement Partners, LLC | 241 | $7.14K | 0.00% | +208+630.3% | Added |
| Principal Securities, Inc. | 259 | $7.37K | 0.00% | +259 | New |
| Rosenberg Matthew Hamilton | 267 | $7.60K | 0.00% | +265+13,250.0% | Added |
| Quadrant Capital Group LLC | 268 | $7.63K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 271 | $7.71K | 0.00% | −9,198−97.1% | Reduced |
| Natixis | 272 | $7.74K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 275 | $7.82K | 0.00% | +275 | New |
| Parallel Advisors, LLC | 350 | $9.96K | 0.00% | −102−22.6% | Reduced |
| CWM, LLC | 347 | $10.0K | 0.00% | −185−34.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 364 | $10.3K | 0.00% | +3+0.8% | Added |
| Lindbrook Capital, LLC | 502 | $14.3K | 0.00% | −168−25.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 528 | $15.0K | 0.00% | −1,066−66.9% | Reduced |
| Fifth Third Bancorp | 625 | $17.8K | 0.00% | −601−49.0% | Reduced |
| Central Trust Co | 653 | $18.6K | 0.00% | +653 | New |
| McGlone Suttner Wealth Management, Inc. | 692 | $19.7K | 0.00% | +692 | New |
| Northwestern Mutual Wealth Management Co | 809 | $23.0K | 0.00% | −235−22.5% | Reduced |
| Mascoma Wealth Management LLC | 824 | $23.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 991 | $28.2K | 0.00% | +22+2.3% | Added |
| GAMMA Investing LLC | 1,066 | $31.8K | 0.01% | +1,066 | New |
| KBC Group NV | 1,125 | $32.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,150 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,226 | $34.9K | 0.01% | +260+26.9% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,794 | $51.0K | 0.00% | −943−34.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,800 | $51.2K | 0.00% | +100+5.9% | Added |
| Anchor Investment Management, LLC | 1,950 | $55.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,107 | $59.9K | 0.00% | +1,018+93.5% | Added |
| Ronald Blue Trust, Inc. | 2,252 | $66.0K | 0.00% | +103+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,907 | $83.0K | 0.00% | +25+0.9% | Added |
| Headlands Technologies LLC | 3,222 | $91.7K | 0.03% | +3,222 | New |
| Neo Ivy Capital Management | 3,397 | $97.0K | 0.22% | +3,397 | New |
| Russell Investments Group, Ltd. | 3,554 | $101.1K | 0.00% | −14,022−79.8% | Reduced |
| EMC Capital Management | 3,752 | $107.0K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,611 | $131.2K | 0.00% | −1,296−21.9% | Reduced |
| Pflug Koory, LLC | 4,735 | $134.7K | 0.07% | −200−4.1% | Reduced |
| Metropolitan Life Insurance Co | 5,043 | $143.5K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 5,404 | $153.7K | 0.10% | +4,005+286.3% | Added |
| The PNC Financial Services Group, Inc. | 5,621 | $159.9K | 0.00% | −4,514−44.5% | Reduced |
| State of Wyoming | 5,906 | $168.0K | 0.03% | −536−8.3% | Reduced |
| Covestor Ltd | 6,596 | $187.0K | 0.13% | +253+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,055 | $200.7K | 0.00% | −194−2.7% | Reduced |
| Securian Asset Management, Inc | 7,107 | $202.2K | 0.01% | −100−1.4% | Reduced |
| Vestcor Inc | 7,125 | $203.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,154 | $203.5K | 0.06% | −742−9.4% | Reduced |
| LMG Wealth Partners, LLC | 7,179 | $204.2K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,212 | $205.2K | 0.02% | −84−1.2% | Reduced |
| Cubic Asset Management, LLC | 7,250 | $206.3K | 0.05% | −900−11.0% | Reduced |
| Caxton Associates LP | 7,252 | $206.3K | 0.01% | +7,252 | New |
| HBK Sorce Advisory LLC | 7,432 | $211.4K | 0.01% | +341+4.8% | Added |
| Welch Group, LLC | 7,500 | $213.4K | 0.01% | +7,500 | New |
| Wealth Enhancement Advisory Services, LLC | 7,535 | $214.4K | 0.00% | −2,336−23.7% | Reduced |
| Ontario Teachers Pension Plan Board | 7,649 | $217.6K | 0.00% | +7,649 | New |
| XTX Topco Ltd | 7,877 | $224.1K | 0.05% | +7,877 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $227.6K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 8,027 | $228.4K | 0.00% | +768+10.6% | Added |
| Waterloo Capital, L.P. | 8,038 | $228.7K | 0.04% | +8,038 | New |
| Jefferies Financial Group Inc. | 8,124 | $231.1K | 0.00% | +8,124 | New |
| DekaBank Deutsche Girozentrale | 8,244 | $233.0K | 0.00% | −2,513−23.4% | Reduced |
| Franklin Resources Inc | 8,260 | $235.0K | 0.00% | +8,260 | New |
| Ariel Investments, LLC | 8,390 | $238.7K | 0.00% | +537+6.8% | Added |
| Atria Wealth Solutions, Inc. | 8,496 | $241.7K | 0.00% | +8,496 | New |
| Allworth Financial LP | 8,496 | $241.7K | 0.00% | −237−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 8,707 | $247.8K | 0.00% | −8,575−49.6% | Reduced |
| Tritonpoint Wealth, LLC | 8,751 | $249.0K | 0.02% | +8,751 | New |
| Truvestments Capital LLC | 8,959 | $254.9K | 0.12% | −807−8.3% | Reduced |
| Lazard Asset Management LLC | 9,112 | $258.0K | 0.00% | −17,728−66.1% | Reduced |
| Shell Asset Management Co | 9,154 | $260.0K | 0.01% | −6,530−41.6% | Reduced |