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, Q2 2024
Institutional positions in Patterson Companies, Inc. as of Jun 30, 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
- 316
- +26 vs. Q1 2024
- Shares held
- 75.3M
- −846.6K (−1.1%) vs. Q1 2024
- Total value
- $1.82B
- −$289.6M (−13.8%) vs. Q1 2024
- New holders
- 66
- 100 more added
- Sold out
- 40
- 105 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Rothschild Investment LLC | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $145 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 8 | $193 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $241 | 0.00% | −573−98.3% | Reduced |
| WealthCollab, LLC | 10 | $242 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 11 | $270 | 0.00% | −181−94.3% | Reduced |
| Proequities, Inc. | 13 | $313 | 0.00% | +13 | New |
| Harbor Investment Advisory, LLC | 15 | $362 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $435 | 0.00% | +2+12.5% | Added |
| SJS Investment Consulting Inc. | 21 | $507 | 0.00% | −1−4.5% | Reduced |
| Whittier Trust Co | 25 | $602 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $602 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $676 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 40 | $965 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 44 | $1.00K | 0.00% | +6+15.8% | Added |
| Versant Capital Management, Inc | 44 | $1.06K | 0.00% | −55−55.6% | Reduced |
| FinTrust Capital Advisors, LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $1.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $1.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $1.66K | 0.00% | +61+762.5% | Added |
| Smartleaf Asset Management LLC | 74 | $1.76K | 0.00% | +74 | New |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 90 | $2.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $2.17K | 0.00% | +50+125.0% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $2.41K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 104 | $2.63K | 0.00% | +104 | New |
| TD Waterhouse Canada Inc. | 120 | $2.89K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $3.64K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 155 | $3.74K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 163 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 164 | $4.00K | 0.00% | −71−30.2% | Reduced |
| Bell Investment Advisors, Inc | 172 | $4.15K | 0.00% | +10+6.2% | Added |
| JFS Wealth Advisors, LLC | 192 | $4.63K | 0.00% | +120+166.7% | Added |
| Private Wealth Management Group, LLC | 199 | $4.80K | 0.00% | −10−4.8% | Reduced |
| M&R Capital Management Inc | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $4.87K | 0.00% | 00.0% | Unchanged |
| Natixis | 223 | $5.38K | 0.00% | −49−18.0% | Reduced |
| Global Retirement Partners, LLC | 224 | $5.40K | 0.00% | −17−7.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 250 | $6.03K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 257 | $6.21K | 0.00% | +34+15.2% | Added |
| Fifth Third Bancorp | 296 | $7.14K | 0.00% | −57−16.1% | Reduced |
| Lindbrook Capital, LLC | 299 | $7.21K | 0.00% | −203−40.4% | Reduced |
| Sunbelt Securities, Inc. | 371 | $8.94K | 0.00% | +4+1.1% | Added |
| Covestor Ltd | 398 | $9.00K | 0.01% | −7,186−94.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 360 | $9.00K | 0.00% | −40−10.0% | Reduced |
| GAMMA Investing LLC | 472 | $11.4K | 0.00% | −631−57.2% | Reduced |
| Bank & Trust Co | 512 | $12.3K | 0.01% | +512 | New |
| SRS Capital Advisors, Inc. | 621 | $15.0K | 0.00% | +621 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 622 | $15.0K | 0.00% | +264+73.7% | Added |
| Central Trust Co | 653 | $15.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 747 | $18.0K | 0.00% | −62−7.7% | Reduced |
| Mascoma Wealth Management LLC | 824 | $19.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 900 | $21.7K | 0.00% | −1,000−52.6% | Reduced |
| Huntington National Bank | 932 | $22.5K | 0.00% | −1,032−52.5% | Reduced |
| Quarry LP | 944 | $22.8K | 0.01% | +944 | New |
| National Bank of Canada | 1,150 | $27.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,257 | $30.3K | 0.00% | +263+26.5% | Added |
| LRI Investments, LLC | 1,262 | $30.4K | 0.00% | +1,262 | New |
| Nomura Asset Management Co Ltd | 1,300 | $31.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,306 | $31.5K | 0.00% | −2,429−65.0% | Reduced |
| Hexagon Capital Partners LLC | 1,381 | $33.3K | 0.01% | +22+1.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,600 | $38.6K | 0.01% | +500+45.5% | Added |
| Canada Pension Plan Investment Board | 1,700 | $41.0K | 0.00% | +1,700 | New |
| Mather Group, LLC. | 1,609 | $44.5K | 0.00% | +1,500+1,376.1% | Added |
| Family Firm, Inc. | 1,846 | $44.5K | 0.01% | +1,846 | New |
| Meeder Asset Management Inc | 1,865 | $45.0K | 0.00% | +1,865 | New |
| Anchor Investment Management, LLC | 1,950 | $47.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,077 | $50.0K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2,101 | $50.7K | 0.04% | +2,101 | New |
| Ronald Blue Trust, Inc. | 2,010 | $55.6K | 0.00% | +210+11.7% | Added |
| NBC Securities, Inc. | 2,358 | $56.0K | 0.01% | +2,358 | New |
| Innealta Capital, LLC | 2,724 | $65.7K | 0.02% | +2,724 | New |
| Chris Bulman Inc | 2,932 | $70.7K | 0.05% | +2,932 | New |
| Gladius Capital Management LP | 2,934 | $70.8K | 0.07% | −2,162−42.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,962 | $71.0K | 0.00% | +30+1.0% | Added |
| Central Pacific Bank - Trust Division | 3,500 | $84.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,740 | $90.2K | 0.00% | +2,465+193.3% | Added |
| Quantbot Technologies LP | 3,833 | $92.5K | 0.00% | −6,732−63.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,974 | $95.9K | 0.00% | −2,715−40.6% | Reduced |
| Walleye Capital LLC | 4,331 | $104.5K | 0.00% | +3,430+380.7% | Added |
| CWM, LLC | 4,492 | $108.0K | 0.00% | +3,897+655.0% | Added |
| nVerses Capital, LLC | 4,800 | $115.8K | 0.07% | +4,800 | New |
| Quest Partners LLC | 5,540 | $133.6K | 0.02% | +5,505+15,728.6% | Added |
| Headlands Technologies LLC | 5,607 | $135.2K | 0.01% | +2,649+89.6% | Added |
| Walleye Trading LLC | 5,698 | $137.4K | 0.00% | +5,698 | New |
| Ameritas Investment Partners, Inc. | 7,879 | $190.0K | 0.01% | −455−5.5% | Reduced |
| Franklin Resources Inc | 8,308 | $200.4K | 0.00% | +114+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,492 | $204.8K | 0.00% | +8,492 | New |
| Tritonpoint Wealth, LLC | 8,551 | $206.3K | 0.02% | −200−2.3% | Reduced |
| Versor Investments LP | 8,600 | $207.4K | 0.04% | +8,600 | New |
| Evergreen Capital Management LLC | 8,741 | $210.8K | 0.01% | +8,741 | New |
| Raymond James Financial Services Advisors, Inc. | 8,884 | $214.3K | 0.00% | −925−9.4% | Reduced |
| Allworth Financial LP | 8,567 | $214.6K | 0.00% | +27+0.3% | Added |
| State of Wisconsin Investment Board | 8,975 | $216.5K | 0.00% | +8,975 | New |
| Ariel Investments, LLC | 9,025 | $217.7K | 0.00% | +49+0.5% | Added |
| Atria Investments LLC | 9,142 | $220.5K | 0.00% | +9,142 | New |
| Jones Financial Companies LLLP | 9,151 | $220.7K | 0.00% | +9,151 | New |