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 |
|---|---|---|---|---|---|
| AXA S.A. | 11,200 | $270.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,183 | $269.7K | 0.00% | +1,266+12.8% | Added |
| RSM US Wealth Management LLC | 10,845 | $261.1K | 0.00% | +10,845 | New |
| Petrus Trust Company, LTA | 10,540 | $254.2K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 10,500 | $253.3K | 0.01% | +3,000+40.0% | Added |
| Pictet Asset Management Holding SA | 10,490 | $253.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,226 | $246.7K | 0.00% | +1,776+21.0% | Added |
| Aristides Capital LLC | 10,185 | $245.7K | 0.10% | +10,185 | New |
| Bank of Montreal | 10,112 | $245.5K | 0.00% | −553−5.2% | Reduced |
| Shufro Rose & Co LLC | 10,000 | $241.3K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,834 | $237.0K | 0.00% | −1,745−15.1% | Reduced |
| HighTower Advisors, LLC | 9,746 | $237.0K | 0.00% | +902+10.2% | Added |
| State of Wyoming | 9,673 | $233.3K | 0.04% | +949+10.9% | Added |
| Creative Planning | 9,452 | $228.0K | 0.00% | +9,452 | New |
| JustInvest LLC | 9,393 | $226.6K | 0.00% | +9,393 | New |
| Corton Capital Inc. | 9,290 | $224.1K | 0.12% | −3,837−29.2% | Reduced |
| Jones Financial Companies LLLP | 9,151 | $220.7K | 0.00% | +9,151 | New |
| Atria Investments LLC | 9,142 | $220.5K | 0.00% | +9,142 | New |
| Ariel Investments, LLC | 9,025 | $217.7K | 0.00% | +49+0.5% | Added |
| State of Wisconsin Investment Board | 8,975 | $216.5K | 0.00% | +8,975 | New |
| Allworth Financial LP | 8,567 | $214.6K | 0.00% | +27+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,884 | $214.3K | 0.00% | −925−9.4% | Reduced |
| Evergreen Capital Management LLC | 8,741 | $210.8K | 0.01% | +8,741 | New |
| Versor Investments LP | 8,600 | $207.4K | 0.04% | +8,600 | New |
| Tritonpoint Wealth, LLC | 8,551 | $206.3K | 0.02% | −200−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,492 | $204.8K | 0.00% | +8,492 | New |
| Franklin Resources Inc | 8,308 | $200.4K | 0.00% | +114+1.4% | Added |
| Ameritas Investment Partners, Inc. | 7,879 | $190.0K | 0.01% | −455−5.5% | Reduced |
| Walleye Trading LLC | 5,698 | $137.4K | 0.00% | +5,698 | New |
| Headlands Technologies LLC | 5,607 | $135.2K | 0.01% | +2,649+89.6% | Added |
| Quest Partners LLC | 5,540 | $133.6K | 0.02% | +5,505+15,728.6% | Added |
| nVerses Capital, LLC | 4,800 | $115.8K | 0.07% | +4,800 | New |
| CWM, LLC | 4,492 | $108.0K | 0.00% | +3,897+655.0% | Added |
| Walleye Capital LLC | 4,331 | $104.5K | 0.00% | +3,430+380.7% | Added |
| Advisor Group Holdings, Inc. | 3,974 | $95.9K | 0.00% | −2,715−40.6% | Reduced |
| Quantbot Technologies LP | 3,833 | $92.5K | 0.00% | −6,732−63.7% | Reduced |
| Spire Wealth Management | 3,740 | $90.2K | 0.00% | +2,465+193.3% | Added |
| Central Pacific Bank - Trust Division | 3,500 | $84.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,962 | $71.0K | 0.00% | +30+1.0% | Added |
| Gladius Capital Management LP | 2,934 | $70.8K | 0.07% | −2,162−42.4% | Reduced |
| Chris Bulman Inc | 2,932 | $70.7K | 0.05% | +2,932 | New |
| Innealta Capital, LLC | 2,724 | $65.7K | 0.02% | +2,724 | New |
| NBC Securities, Inc. | 2,358 | $56.0K | 0.01% | +2,358 | New |
| Ronald Blue Trust, Inc. | 2,010 | $55.6K | 0.00% | +210+11.7% | Added |
| Redwood Wealth Management Group, LLC | 2,101 | $50.7K | 0.04% | +2,101 | New |
| KBC Group NV | 2,077 | $50.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,950 | $47.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,865 | $45.0K | 0.00% | +1,865 | New |
| Family Firm, Inc. | 1,846 | $44.5K | 0.01% | +1,846 | New |
| Mather Group, LLC. | 1,609 | $44.5K | 0.00% | +1,500+1,376.1% | Added |
| Canada Pension Plan Investment Board | 1,700 | $41.0K | 0.00% | +1,700 | New |
| Catalyst Funds Management Pty Ltd | 1,600 | $38.6K | 0.01% | +500+45.5% | Added |
| Hexagon Capital Partners LLC | 1,381 | $33.3K | 0.01% | +22+1.6% | Added |
| Signaturefd, LLC | 1,306 | $31.5K | 0.00% | −2,429−65.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $31.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,262 | $30.4K | 0.00% | +1,262 | New |
| GWM Advisors LLC | 1,257 | $30.3K | 0.00% | +263+26.5% | Added |
| National Bank of Canada | 1,150 | $27.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 944 | $22.8K | 0.01% | +944 | New |
| Huntington National Bank | 932 | $22.5K | 0.00% | −1,032−52.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 900 | $21.7K | 0.00% | −1,000−52.6% | Reduced |
| Mascoma Wealth Management LLC | 824 | $19.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 747 | $18.0K | 0.00% | −62−7.7% | Reduced |
| Central Trust Co | 653 | $15.8K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 622 | $15.0K | 0.00% | +264+73.7% | Added |
| SRS Capital Advisors, Inc. | 621 | $15.0K | 0.00% | +621 | New |
| Bank & Trust Co | 512 | $12.3K | 0.01% | +512 | New |
| GAMMA Investing LLC | 472 | $11.4K | 0.00% | −631−57.2% | Reduced |
| 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 |
| Sunbelt Securities, Inc. | 371 | $8.94K | 0.00% | +4+1.1% | Added |
| Lindbrook Capital, LLC | 299 | $7.21K | 0.00% | −203−40.4% | Reduced |
| Fifth Third Bancorp | 296 | $7.14K | 0.00% | −57−16.1% | Reduced |
| Quadrant Capital Group LLC | 257 | $6.21K | 0.00% | +34+15.2% | Added |
| MeadowBrook Investment Advisors LLC | 250 | $6.03K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 224 | $5.40K | 0.00% | −17−7.1% | Reduced |
| Natixis | 223 | $5.38K | 0.00% | −49−18.0% | Reduced |
| Quent Capital, LLC | 202 | $4.87K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 199 | $4.80K | 0.00% | −10−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 192 | $4.63K | 0.00% | +120+166.7% | Added |
| Bell Investment Advisors, Inc | 172 | $4.15K | 0.00% | +10+6.2% | Added |
| Bessemer Group Inc | 164 | $4.00K | 0.00% | −71−30.2% | Reduced |
| Principal Securities, Inc. | 163 | $3.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 155 | $3.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $3.64K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $2.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 104 | $2.63K | 0.00% | +104 | New |
| 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 |
| VitalStone Financial, LLC | 90 | $2.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $2.17K | 0.00% | +50+125.0% | Added |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 74 | $1.76K | 0.00% | +74 | New |
| IFP Advisors, Inc | 69 | $1.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $1.66K | 0.00% | +61+762.5% | Added |
| Massmutual Trust Co FSB | 67 | $1.62K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $1.06K | 0.00% | −55−55.6% | Reduced |