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, Q1 2024
Institutional positions in Patterson Companies, Inc. as of Mar 31, 2024. 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
- 294
- −12 vs. Q4 2023
- Shares held
- 76.3M
- −211.1K (−0.3%) vs. Q4 2023
- Total value
- $2.11B
- −$66.6M (−3.1%) vs. Q4 2023
- New holders
- 45
- 84 more added
- Sold out
- 57
- 119 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $11 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 2 | $42 | 0.00% | +2 | New |
| Rothschild Investment LLC | 5 | $138 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 8 | $221 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $305 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $443 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $609 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 25 | $691 | 0.00% | −25−50.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 25 | $691 | 0.00% | +25 | New |
| Quest Partners LLC | 35 | $968 | 0.00% | +35 | New |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | −9,074−99.6% | Reduced |
| Capital Advisors, Ltd. LLC | 44 | $1.00K | 0.00% | −1−2.2% | Reduced |
| Umb Bank N A | 40 | $1.11K | 0.00% | −41−50.6% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.11K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $1.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $1.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $1.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $1.99K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 90 | $2.00K | 0.00% | +90 | New |
| Versant Capital Management, Inc | 99 | $2.74K | 0.00% | −4−3.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $2.77K | 0.00% | +100 | New |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 109 | $3.10K | 0.00% | +109 | New |
| TD Waterhouse Canada Inc. | 120 | $3.17K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 155 | $4.08K | 0.00% | +155 | New |
| Farther Finance Advisors, LLC | 151 | $4.09K | 0.00% | −3−1.9% | Reduced |
| Bell Investment Advisors, Inc | 162 | $4.48K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 163 | $4.51K | 0.00% | −96−37.1% | Reduced |
| Denali Advisors LLC | 178 | $4.92K | 0.00% | +33+22.8% | Added |
| Parallel Advisors, LLC | 192 | $5.32K | 0.00% | −158−45.1% | Reduced |
| M&R Capital Management Inc | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $5.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 209 | $5.78K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 223 | $6.17K | 0.00% | −45−16.8% | Reduced |
| Global Retirement Partners, LLC | 241 | $6.66K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 250 | $6.91K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 235 | $7.00K | 0.00% | +75+46.9% | Added |
| Rosenberg Matthew Hamilton | 265 | $7.17K | 0.00% | −2−0.7% | Reduced |
| Natixis | 272 | $7.52K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 353 | $9.76K | 0.00% | −272−43.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 358 | $9.90K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 367 | $10.1K | 0.00% | +3+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $11.0K | 0.00% | −128−24.2% | Reduced |
| Pflug Koory, LLC | 450 | $12.4K | 0.01% | −4,285−90.5% | Reduced |
| Lindbrook Capital, LLC | 502 | $13.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 595 | $16.0K | 0.00% | +248+71.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 583 | $16.1K | 0.00% | +583 | New |
| Group One Trading, L.P. | 635 | $17.6K | 0.00% | +635 | New |
| Central Trust Co | 653 | $18.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 809 | $22.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 824 | $22.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 901 | $24.9K | 0.00% | +901 | New |
| GWM Advisors LLC | 994 | $27.5K | 0.00% | +3+0.3% | Added |
| National Bank of Canada | 1,150 | $29.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,100 | $30.4K | 0.01% | +1,100 | New |
| GAMMA Investing LLC | 1,103 | $30.5K | 0.01% | +37+3.5% | Added |
| Aquatic Capital Management LLC | 1,200 | $33.2K | 0.00% | +1,200 | New |
| Spire Wealth Management | 1,275 | $35.3K | 0.00% | +1,275 | New |
| Nomura Asset Management Co Ltd | 1,300 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,359 | $37.6K | 0.01% | +133+10.8% | Added |
| Tower Research Capital LLC (TRC) | 1,789 | $49.5K | 0.00% | −41,419−95.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,800 | $49.8K | 0.00% | −452−20.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,900 | $52.5K | 0.00% | +100+5.6% | Added |
| Anchor Investment Management, LLC | 1,950 | $53.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,964 | $54.3K | 0.00% | +170+9.5% | Added |
| KBC Group NV | 2,077 | $57.0K | 0.00% | +952+84.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,932 | $81.0K | 0.00% | +25+0.9% | Added |
| Headlands Technologies LLC | 2,958 | $81.8K | 0.02% | −264−8.2% | Reduced |
| Central Pacific Bank - Trust Division | 3,500 | $94.7K | 0.01% | +3,500 | New |
| PEAK6 Investments LLC | 3,708 | $102.5K | 0.00% | −59,872−94.2% | Reduced |
| Signaturefd, LLC | 3,735 | $103.3K | 0.00% | +1,628+77.3% | Added |
| BFSG, LLC | 4,080 | $112.8K | 0.01% | +4,080 | New |
| Metropolitan Life Insurance Co | 4,398 | $121.6K | 0.01% | −645−12.8% | Reduced |
| EntryPoint Capital, LLC | 5,059 | $139.9K | 0.13% | +5,059 | New |
| Gladius Capital Management LP | 5,096 | $140.9K | 0.14% | −308−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,483 | $151.6K | 0.00% | −138−2.5% | Reduced |
| Truvestments Capital LLC | 6,559 | $181.4K | 0.07% | −2,400−26.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,689 | $185.0K | 0.00% | −2,018−23.2% | Reduced |
| Vestcor Inc | 7,125 | $197.0K | 0.01% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 7,250 | $200.5K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,321 | $201.0K | 0.01% | −833−9.1% | Reduced |
| Paloma Partners Management Co | 7,279 | $201.3K | 0.03% | +7,279 | New |
| Two Sigma Investments, LP | 7,484 | $206.9K | 0.00% | −7,069−48.6% | Reduced |
| Welch Group, LLC | 7,500 | $207.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 7,584 | $210.0K | 0.13% | +988+15.0% | Added |
| Collective Family Office LLC | 7,880 | $217.9K | 0.07% | −1,855−19.1% | Reduced |
| Amundi | 8,430 | $218.0K | 0.00% | −2,578−23.4% | Reduced |
| Cresset Asset Management, LLC | 7,911 | $218.8K | 0.00% | +7,911 | New |
| Mariner, LLC | 7,970 | $220.4K | 0.00% | −57−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $221.2K | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 8,038 | $222.3K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 8,194 | $226.6K | 0.00% | −66−0.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 8,450 | $228.7K | 0.00% | −882−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,334 | $230.4K | 0.01% | −19,647−70.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,349 | $230.8K | 0.00% | −7,327−46.7% | Reduced |
| Allworth Financial LP | 8,540 | $236.1K | 0.00% | +44+0.5% | Added |
| State of Wyoming | 8,724 | $241.2K | 0.04% | +2,818+47.7% | Added |
| CIBC Asset Management Inc | 8,927 | $246.8K | 0.00% | +8,927 | New |
| Ariel Investments, LLC | 8,976 | $248.2K | 0.00% | +586+7.0% | Added |