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 |
|---|---|---|---|---|---|
| Miller Howard Investments Inc | 10,426 | $296.6K | 0.01% | +129+1.3% | Added |
| Collective Family Office LLC | 9,735 | $277.0K | 0.10% | −3,462−26.2% | Reduced |
| State of Wisconsin Investment Board | 9,562 | $272.0K | 0.00% | −59,114−86.1% | Reduced |
| Pictet Asset Management Holding SA | 9,496 | $270.2K | 0.00% | −29−0.3% | Reduced |
| Blair William & Co | 9,431 | $268.3K | 0.00% | −8,636−47.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,332 | $265.5K | 0.00% | −2,958−24.1% | Reduced |
| First Light Asset Management, LLC | 9,264 | $263.6K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,191 | $261.0K | 0.00% | −995−9.8% | Reduced |
| Shell Asset Management Co | 9,154 | $260.0K | 0.01% | −6,530−41.6% | Reduced |
| Lazard Asset Management LLC | 9,112 | $258.0K | 0.00% | −17,728−66.1% | Reduced |
| Truvestments Capital LLC | 8,959 | $254.9K | 0.12% | −807−8.3% | Reduced |
| Tritonpoint Wealth, LLC | 8,751 | $249.0K | 0.02% | +8,751 | New |
| Advisor Group Holdings, Inc. | 8,707 | $247.8K | 0.00% | −8,575−49.6% | Reduced |
| Allworth Financial LP | 8,496 | $241.7K | 0.00% | −237−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 8,496 | $241.7K | 0.00% | +8,496 | New |
| Ariel Investments, LLC | 8,390 | $238.7K | 0.00% | +537+6.8% | Added |
| Franklin Resources Inc | 8,260 | $235.0K | 0.00% | +8,260 | New |
| DekaBank Deutsche Girozentrale | 8,244 | $233.0K | 0.00% | −2,513−23.4% | Reduced |
| Jefferies Financial Group Inc. | 8,124 | $231.1K | 0.00% | +8,124 | New |
| Waterloo Capital, L.P. | 8,038 | $228.7K | 0.04% | +8,038 | New |
| Mariner, LLC | 8,027 | $228.4K | 0.00% | +768+10.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $227.6K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,877 | $224.1K | 0.05% | +7,877 | New |
| Ontario Teachers Pension Plan Board | 7,649 | $217.6K | 0.00% | +7,649 | New |
| Wealth Enhancement Advisory Services, LLC | 7,535 | $214.4K | 0.00% | −2,336−23.7% | Reduced |
| Welch Group, LLC | 7,500 | $213.4K | 0.01% | +7,500 | New |
| HBK Sorce Advisory LLC | 7,432 | $211.4K | 0.01% | +341+4.8% | Added |
| Caxton Associates LP | 7,252 | $206.3K | 0.01% | +7,252 | New |
| Cubic Asset Management, LLC | 7,250 | $206.3K | 0.05% | −900−11.0% | Reduced |
| Arete Wealth Advisors, LLC | 7,212 | $205.2K | 0.02% | −84−1.2% | Reduced |
| LMG Wealth Partners, LLC | 7,179 | $204.2K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 7,154 | $203.5K | 0.06% | −742−9.4% | Reduced |
| Vestcor Inc | 7,125 | $203.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,107 | $202.2K | 0.01% | −100−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,055 | $200.7K | 0.00% | −194−2.7% | Reduced |
| Covestor Ltd | 6,596 | $187.0K | 0.13% | +253+4.0% | Added |
| State of Wyoming | 5,906 | $168.0K | 0.03% | −536−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,621 | $159.9K | 0.00% | −4,514−44.5% | Reduced |
| Gladius Capital Management LP | 5,404 | $153.7K | 0.10% | +4,005+286.3% | Added |
| Metropolitan Life Insurance Co | 5,043 | $143.5K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,735 | $134.7K | 0.07% | −200−4.1% | Reduced |
| Federated Hermes, Inc. | 4,611 | $131.2K | 0.00% | −1,296−21.9% | Reduced |
| EMC Capital Management | 3,752 | $107.0K | 0.07% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,554 | $101.1K | 0.00% | −14,022−79.8% | Reduced |
| Neo Ivy Capital Management | 3,397 | $97.0K | 0.22% | +3,397 | New |
| Headlands Technologies LLC | 3,222 | $91.7K | 0.03% | +3,222 | New |
| Benjamin F. Edwards & Company, Inc. | 2,907 | $83.0K | 0.00% | +25+0.9% | Added |
| Ronald Blue Trust, Inc. | 2,252 | $66.0K | 0.00% | +103+4.8% | Added |
| Signaturefd, LLC | 2,107 | $59.9K | 0.00% | +1,018+93.5% | Added |
| Anchor Investment Management, LLC | 1,950 | $55.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,800 | $51.2K | 0.00% | +100+5.9% | Added |
| Huntington National Bank | 1,794 | $51.0K | 0.00% | −943−34.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,226 | $34.9K | 0.01% | +260+26.9% | Added |
| National Bank of Canada | 1,150 | $33.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,125 | $32.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,066 | $31.8K | 0.01% | +1,066 | New |
| GWM Advisors LLC | 991 | $28.2K | 0.00% | +22+2.3% | Added |
| Mascoma Wealth Management LLC | 824 | $23.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 809 | $23.0K | 0.00% | −235−22.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 692 | $19.7K | 0.00% | +692 | New |
| Central Trust Co | 653 | $18.6K | 0.00% | +653 | New |
| Fifth Third Bancorp | 625 | $17.8K | 0.00% | −601−49.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 528 | $15.0K | 0.00% | −1,066−66.9% | Reduced |
| Lindbrook Capital, LLC | 502 | $14.3K | 0.00% | −168−25.1% | Reduced |
| Sunbelt Securities, Inc. | 364 | $10.3K | 0.00% | +3+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $10.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 347 | $10.0K | 0.00% | −185−34.8% | Reduced |
| Parallel Advisors, LLC | 350 | $9.96K | 0.00% | −102−22.6% | Reduced |
| Advisory Services Network, LLC | 275 | $7.82K | 0.00% | +275 | New |
| Natixis | 272 | $7.74K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 271 | $7.71K | 0.00% | −9,198−97.1% | Reduced |
| Quadrant Capital Group LLC | 268 | $7.63K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 267 | $7.60K | 0.00% | +265+13,250.0% | Added |
| Principal Securities, Inc. | 259 | $7.37K | 0.00% | +259 | New |
| Global Retirement Partners, LLC | 241 | $7.14K | 0.00% | +208+630.3% | Added |
| MeadowBrook Investment Advisors LLC | 250 | $7.11K | 0.01% | +250 | New |
| Private Wealth Management Group, LLC | 209 | $5.95K | 0.00% | +209 | New |
| Quent Capital, LLC | 202 | $5.75K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $4.61K | 0.00% | +18+12.5% | Added |
| Farther Finance Advisors, LLC | 154 | $4.38K | 0.00% | −16−9.4% | Reduced |
| Denali Advisors LLC | 145 | $4.13K | 0.00% | +13+9.8% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.45K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $2.93K | 0.00% | −75−42.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 99 | $2.84K | 0.00% | −119−54.6% | Reduced |
| Frazier Financial Advisors, LLC | 87 | $2.48K | 0.00% | +87 | New |
| Umb Bank N A | 81 | $2.30K | 0.00% | +19+30.6% | Added |
| JFS Wealth Advisors, LLC | 72 | $2.05K | 0.00% | +2+2.9% | Added |
| IFP Advisors, Inc | 69 | $1.96K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $1.91K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 51 | $1.45K | 0.00% | +47+1,175.0% | Added |
| Washington Trust Co | 50 | $1.42K | 0.00% | −250−83.3% | Reduced |
| FinTrust Capital Advisors, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $1.42K | 0.00% | −15,300−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $1.00K | 0.00% | −36−44.4% | Reduced |