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 2024
Institutional positions in Patterson Companies, Inc. as of Dec 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
- 309
- +31 vs. Q3 2024
- Shares held
- 75.6M
- +1.56M (+2.1%) vs. Q3 2024
- Total value
- $2.33B
- +$715.5M (+44.2%) vs. Q3 2024
- New holders
- 76
- 107 more added
- Sold out
- 45
- 91 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 25 | $0 | 0.00% | −3−10.7% | Reduced |
| ORG Partners LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $93 | 0.00% | −127−97.7% | Reduced |
| SJS Investment Consulting Inc. | 3 | $93 | 0.00% | −15−83.3% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $93 | 0.00% | +3 | New |
| NBC Securities, Inc. | 3 | $108 | 0.01% | −3,609−99.9% | Reduced |
| Larson Financial Group LLC | 6 | $185 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $308 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $309 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $371 | 0.00% | −7−36.8% | Reduced |
| Massmutual Trust Co FSB | 19 | $586 | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 22 | $679 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 23 | $710 | 0.00% | +23 | New |
| Whittier Trust Co | 25 | $771 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $957 | 0.00% | −11−26.2% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 96 | $3.00K | 0.00% | +96 | New |
| Danske Bank A/S | 100 | $3.09K | 0.00% | −1,200−92.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $3.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 104 | $3.21K | 0.00% | +95+1,055.6% | Added |
| First Horizon Advisors, Inc. | 117 | $3.63K | 0.00% | +48+69.6% | Added |
| Aster Capital Management (DIFC) Ltd | 118 | $3.64K | 0.00% | −2,242−95.0% | Reduced |
| Rothschild Investment LLC | 120 | $3.70K | 0.00% | +80+200.0% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $4.04K | 0.00% | +82+167.3% | Added |
| SBI Securities Co., Ltd. | 133 | $4.10K | 0.00% | +133 | New |
| Continuum Advisory, LLC | 155 | $4.78K | 0.00% | −100−39.2% | Reduced |
| IFP Advisors, Inc | 166 | $5.12K | 0.00% | +97+140.6% | Added |
| Bell Investment Advisors, Inc | 175 | $5.40K | 0.00% | +48+37.8% | Added |
| Smartleaf Asset Management LLC | 187 | $5.77K | 0.00% | +45+31.7% | Added |
| Private Wealth Management Group, LLC | 188 | $5.80K | 0.00% | +170+944.4% | Added |
| Hallmark Capital Management Inc | 202 | $6.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 204 | $6.29K | 0.00% | +138+209.1% | Added |
| Principal Securities, Inc. | 228 | $7.04K | 0.00% | +33+16.9% | Added |
| Umb Bank N A | 234 | $7.22K | 0.00% | +195+500.0% | Added |
| MeadowBrook Investment Advisors LLC | 250 | $7.71K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $7.82K | 0.00% | +242+2,200.0% | Added |
| Rosenberg Matthew Hamilton | 265 | $8.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 279 | $8.61K | 0.00% | +55+24.6% | Added |
| Fourth Dimension Wealth, LLC | 300 | $9.26K | 0.00% | +300 | New |
| Bessemer Group Inc | 347 | $11.0K | 0.00% | +115+49.6% | Added |
| Clear Street Markets LLC | 362 | $11.2K | 0.00% | +362 | New |
| Northwestern Mutual Wealth Management Co | 366 | $11.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 376 | $11.6K | 0.00% | +376 | New |
| Sunbelt Securities, Inc. | 379 | $11.7K | 0.00% | +5+1.3% | Added |
| Bryn Mawr Trust Co | 382 | $11.8K | 0.00% | −2,577−87.1% | Reduced |
| North Star Investment Management Corp. | 400 | $12.3K | 0.00% | +20+5.3% | Added |
| National Bank of Canada | 408 | $12.6K | 0.00% | −786−65.8% | Reduced |
| Covestor Ltd | 465 | $14.0K | 0.01% | −16−3.3% | Reduced |
| Harbor Capital Advisors, Inc. | 483 | $15.0K | 0.00% | +52+12.1% | Added |
| Vermillion Wealth Management, Inc. | 500 | $15.4K | 0.01% | +500 | New |
| Bank & Trust Co | 512 | $15.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 567 | $17.5K | 0.00% | +286+101.8% | Added |
| SRS Capital Advisors, Inc. | 587 | $18.1K | 0.00% | −34−5.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 634 | $19.6K | 0.00% | +609+2,436.0% | Added |
| Walleye Capital LLC | 732 | $22.6K | 0.00% | −45,248−98.4% | Reduced |
| Signaturefd, LLC | 738 | $22.8K | 0.00% | +645+693.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 742 | $22.9K | 0.00% | +40+5.7% | Added |
| GWM Advisors LLC | 804 | $24.8K | 0.00% | −196−19.6% | Reduced |
| Mascoma Wealth Management LLC | 824 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 850 | $26.2K | 0.00% | +850 | New |
| Farther Finance Advisors, LLC | 893 | $27.6K | 0.00% | −183−17.0% | Reduced |
| Huntington National Bank | 1,115 | $34.4K | 0.00% | +391+54.0% | Added |
| LRI Investments, LLC | 1,262 | $38.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $40.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,340 | $41.4K | 0.00% | +680+103.0% | Added |
| Hexagon Capital Partners LLC | 1,609 | $49.7K | 0.01% | +288+21.8% | Added |
| MAI Capital Management | 1,674 | $51.7K | 0.00% | +1,674 | New |
| Quadrant Capital Group LLC | 1,883 | $58.1K | 0.00% | +1,570+501.6% | Added |
| Ronald Blue Trust, Inc. | 1,919 | $59.2K | 0.00% | −402−17.3% | Reduced |
| Sterling Capital Management LLC | 2,041 | $63.0K | 0.00% | +1,809+779.7% | Added |
| Islay Capital Management, LLC | 2,179 | $67.2K | 0.05% | +2,179 | New |
| Anchor Investment Management, LLC | 2,350 | $72.5K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,406 | $74.2K | 0.02% | +2,406 | New |
| CWM, LLC | 2,871 | $89.0K | 0.00% | +1,463+103.9% | Added |
| Caitong International Asset Management Co., Ltd | 3,750 | $115.7K | 0.11% | +3,750 | New |
| Tower Research Capital LLC (TRC) | 3,874 | $119.6K | 0.00% | −2,888−42.7% | Reduced |
| Sit Investment Associates Inc | 4,000 | $123.0K | 0.00% | −21,085−84.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,015 | $123.9K | 0.00% | +49+1.2% | Added |
| Spire Wealth Management | 4,160 | $128.4K | 0.00% | +419+11.2% | Added |
| Simplex Trading, LLC | 4,363 | $134.0K | 0.00% | +4,363 | New |
| KBC Group NV | 4,477 | $138.0K | 0.00% | +1,720+62.4% | Added |
| New Wave Wealth Advisors LLC | 4,927 | $152.0K | 0.06% | +4,927 | New |
| Truvestments Capital LLC | 4,974 | $153.5K | 0.04% | +12+0.2% | Added |
| Central Pacific Bank - Trust Division | 5,000 | $154.3K | 0.02% | −2,000−28.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,186 | $160.0K | 0.00% | +4,436+591.5% | Added |
| Jones Financial Companies LLLP | 5,382 | $166.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,000 | $185.2K | 0.00% | −4,364−42.1% | Reduced |
| AXA S.A. | 6,532 | $201.6K | 0.00% | +6,532 | New |
| Entropy Technologies, LP | 6,726 | $207.6K | 0.02% | +6,726 | New |
| SageView Advisory Group, LLC | 7,000 | $216.0K | 0.01% | +7,000 | New |
| Kestra Investment Management, LLC | 7,043 | $217.3K | 0.01% | +7,043 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,152 | $220.4K | 0.00% | +7,152 | New |
| CIBC World Markets Corp | 7,372 | $227.5K | 0.00% | +7,372 | New |
| Vestcor Inc | 7,626 | $235.0K | 0.01% | +7,626 | New |
| Shell Asset Management Co | 7,877 | $243.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 7,900 | $243.8K | 0.03% | −7,500−48.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,999 | $246.8K | 0.00% | +1,045+15.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $246.9K | 0.07% | +8,000 | New |