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, Q3 2024
Institutional positions in Patterson Companies, Inc. as of Sep 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
- 282
- −32 vs. Q2 2024
- Shares held
- 74.6M
- +12.3M (+19.7%) vs. Q2 2024
- Total value
- $1.63B
- +$126.6M (+8.4%) vs. Q2 2024
- New holders
- 38
- 106 more added
- Sold out
- 70
- 92 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 28 | $0 | 0.00% | +28 | New |
| ORG Partners LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 6 | $131 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $131 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 9 | $197 | 0.00% | −19−67.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $218 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $219 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $247 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $394 | 0.00% | −181−91.0% | Reduced |
| SJS Investment Consulting Inc. | 18 | $394 | 0.00% | −3−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $415 | 0.00% | +1+5.6% | Added |
| Harbor Investment Advisory, LLC | 22 | $480 | 0.00% | +7+46.7% | Added |
| Whittier Trust Co | 25 | $546 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $546 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 39 | $852 | 0.00% | −51−56.7% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $874 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $874 | 0.00% | +35+700.0% | Added |
| EverSource Wealth Advisors, LLC | 42 | $917 | 0.00% | −62−59.6% | Reduced |
| Fifth Third Bancorp | 49 | $1.07K | 0.00% | −247−83.4% | Reduced |
| FinTrust Capital Advisors, LLC | 50 | $1.09K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 50 | $1.09K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 66 | $1.44K | 0.00% | +22+50.0% | Added |
| IFP Advisors, Inc | 69 | $1.51K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 69 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 71 | $1.55K | 0.00% | +71 | New |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $2.03K | 0.00% | −1,213−92.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $2.18K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 109 | $2.38K | 0.00% | −1,500−93.2% | Reduced |
| Capital Performance Advisors LLP | 115 | $2.51K | 0.00% | +115 | New |
| TD Waterhouse Canada Inc. | 120 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $2.77K | 0.00% | −45−26.2% | Reduced |
| JFS Wealth Advisors, LLC | 130 | $2.84K | 0.00% | −62−32.3% | Reduced |
| Smartleaf Asset Management LLC | 142 | $3.15K | 0.00% | +68+91.9% | Added |
| Capital Analysts, LLC | 165 | $4.00K | 0.00% | +165 | New |
| True Wealth Design, LLC | 193 | $4.22K | 0.00% | +193 | New |
| Principal Securities, Inc. | 195 | $4.26K | 0.00% | +32+19.6% | Added |
| Quent Capital, LLC | 202 | $4.41K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 202 | $4.41K | 0.00% | +202 | New |
| Natixis | 223 | $4.87K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 224 | $4.89K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 255 | $4.99K | 0.00% | +100+64.5% | Added |
| Bessemer Group Inc | 232 | $5.00K | 0.00% | +68+41.5% | Added |
| Sterling Capital Management LLC | 232 | $5.07K | 0.00% | +232 | New |
| MeadowBrook Investment Advisors LLC | 250 | $5.46K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 265 | $5.79K | 0.00% | +265 | New |
| Lindbrook Capital, LLC | 281 | $6.14K | 0.00% | −18−6.0% | Reduced |
| Quadrant Capital Group LLC | 313 | $6.84K | 0.00% | +56+21.8% | Added |
| Northwestern Mutual Wealth Management Co | 366 | $7.99K | 0.00% | −381−51.0% | Reduced |
| Sunbelt Securities, Inc. | 374 | $8.18K | 0.00% | +3+0.8% | Added |
| North Star Investment Management Corp. | 380 | $8.30K | 0.00% | −35,000−98.9% | Reduced |
| Harbor Capital Advisors, Inc. | 431 | $9.00K | 0.00% | +431 | New |
| M&R Capital Management Inc | 500 | $10.9K | 0.00% | +300+150.0% | Added |
| Covestor Ltd | 481 | $11.0K | 0.01% | +83+20.9% | Added |
| Bank & Trust Co | 512 | $11.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 621 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 660 | $14.4K | 0.00% | +188+39.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 702 | $15.3K | 0.00% | +80+12.9% | Added |
| Huntington National Bank | 724 | $15.8K | 0.00% | −208−22.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 750 | $16.4K | 0.00% | −150−16.7% | Reduced |
| Mascoma Wealth Management LLC | 824 | $18.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,000 | $21.8K | 0.00% | −257−20.4% | Reduced |
| Farther Finance Advisors, LLC | 1,076 | $23.5K | 0.00% | +925+612.6% | Added |
| LRI Investments, LLC | 1,262 | $24.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,194 | $26.1K | 0.00% | +44+3.8% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $28.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,300 | $28.4K | 0.00% | +1,300 | New |
| Hexagon Capital Partners LLC | 1,321 | $28.9K | 0.01% | −60−4.3% | Reduced |
| CWM, LLC | 1,408 | $31.0K | 0.00% | −3,084−68.7% | Reduced |
| Canada Pension Plan Investment Board | 1,700 | $37.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,350 | $51.3K | 0.00% | +400+20.5% | Added |
| Aster Capital Management (DIFC) Ltd | 2,360 | $51.5K | 0.01% | +2,360 | New |
| Ronald Blue Trust, Inc. | 2,321 | $56.0K | 0.00% | +311+15.5% | Added |
| KBC Group NV | 2,757 | $60.0K | 0.00% | +680+32.7% | Added |
| Bryn Mawr Trust Co | 2,959 | $64.6K | 0.00% | +2,959 | New |
| Catalyst Funds Management Pty Ltd | 3,200 | $69.9K | 0.02% | +1,600+100.0% | Added |
| NBC Securities, Inc. | 3,612 | $78.0K | 0.01% | +1,254+53.2% | Added |
| Spire Wealth Management | 3,741 | $81.7K | 0.00% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 3,966 | $86.6K | 0.00% | −8−0.2% | Reduced |
| International Assets Investment Management, LLC | 2,184 | $100.0K | 0.00% | +2,084+2,084.0% | Added |
| Quest Partners LLC | 4,627 | $101.1K | 0.01% | −913−16.5% | Reduced |
| Truvestments Capital LLC | 4,962 | $108.4K | 0.03% | +4,962 | New |
| Uncommon Cents Investing LLC | 5,118 | $111.8K | 0.03% | +5,118 | New |
| Jones Financial Companies LLLP | 5,382 | $119.3K | 0.00% | −3,769−41.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,762 | $147.7K | 0.00% | −11,052−62.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,954 | $151.9K | 0.00% | −4,913−41.4% | Reduced |
| Central Pacific Bank - Trust Division | 7,000 | $152.9K | 0.02% | +3,500+100.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,319 | $159.8K | 0.00% | −2,907−28.4% | Reduced |
| Acadian Asset Management LLC | 7,713 | $168.0K | 0.00% | +7,713 | New |
| Shell Asset Management Co | 7,877 | $172.0K | 0.01% | +7,877 | New |
| Ameritas Investment Partners, Inc. | 7,879 | $172.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 9,665 | $211.1K | 0.00% | +1,098+12.8% | Added |
| Two Sigma Securities, LLC | 9,678 | $211.4K | 0.02% | +9,678 | New |
| Paloma Partners Management Co | 9,776 | $213.5K | 0.01% | −3,724−27.6% | Reduced |
| Public Employees Retirement Association of Colorado | 9,834 | $215.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,034 | $219.3K | 0.00% | +10,034 | New |
| Cambria Investment Management, L.P. | 10,054 | $219.6K | 0.01% | −3,430−25.4% | Reduced |
| Atria Investments LLC | 10,115 | $220.9K | 0.00% | +973+10.6% | Added |
| Bank of Montreal | 10,076 | $223.3K | 0.00% | −36−0.4% | Reduced |
| Walleye Trading LLC | 10,364 | $226.3K | 0.01% | +4,666+81.9% | Added |