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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 8,639 | $266.6K | 0.00% | +8,639 | New |
| Sanctuary Advisors, LLC | 8,586 | $266.1K | 0.00% | −17,084−66.6% | Reduced |
| Tritonpoint Wealth, LLC | 8,551 | $263.9K | 0.02% | +8,551 | New |
| CSS LLC | 8,500 | $262.3K | 0.02% | +8,500 | New |
| RSM US Wealth Management LLC | 8,333 | $257.1K | 0.00% | +8,333 | New |
| CIBC Asset Management Inc | 8,293 | $255.9K | 0.00% | +8,293 | New |
| Ameritas Investment Partners, Inc. | 8,242 | $254.3K | 0.01% | +363+4.6% | Added |
| Two Sigma Securities, LLC | 8,100 | $250.0K | 0.05% | −1,578−16.3% | Reduced |
| State of Wisconsin Investment Board | 8,079 | $249.3K | 0.00% | +8,079 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $246.9K | 0.07% | +8,000 | New |
| The PNC Financial Services Group, Inc. | 7,999 | $246.8K | 0.00% | +1,045+15.0% | Added |
| Trust Co | 7,900 | $243.8K | 0.03% | −7,500−48.7% | Reduced |
| Shell Asset Management Co | 7,877 | $243.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 7,626 | $235.0K | 0.01% | +7,626 | New |
| CIBC World Markets Corp | 7,372 | $227.5K | 0.00% | +7,372 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,152 | $220.4K | 0.00% | +7,152 | New |
| Kestra Investment Management, LLC | 7,043 | $217.3K | 0.01% | +7,043 | New |
| SageView Advisory Group, LLC | 7,000 | $216.0K | 0.01% | +7,000 | New |
| Entropy Technologies, LP | 6,726 | $207.6K | 0.02% | +6,726 | New |
| AXA S.A. | 6,532 | $201.6K | 0.00% | +6,532 | New |
| Walleye Trading LLC | 6,000 | $185.2K | 0.00% | −4,364−42.1% | Reduced |
| Jones Financial Companies LLLP | 5,382 | $166.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,186 | $160.0K | 0.00% | +4,436+591.5% | Added |
| Central Pacific Bank - Trust Division | 5,000 | $154.3K | 0.02% | −2,000−28.6% | Reduced |
| Truvestments Capital LLC | 4,974 | $153.5K | 0.04% | +12+0.2% | Added |
| New Wave Wealth Advisors LLC | 4,927 | $152.0K | 0.06% | +4,927 | New |
| KBC Group NV | 4,477 | $138.0K | 0.00% | +1,720+62.4% | Added |
| Simplex Trading, LLC | 4,363 | $134.0K | 0.00% | +4,363 | New |
| Spire Wealth Management | 4,160 | $128.4K | 0.00% | +419+11.2% | Added |
| Advisor Group Holdings, Inc. | 4,015 | $123.9K | 0.00% | +49+1.2% | Added |
| Sit Investment Associates Inc | 4,000 | $123.0K | 0.00% | −21,085−84.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,874 | $119.6K | 0.00% | −2,888−42.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,750 | $115.7K | 0.11% | +3,750 | New |
| CWM, LLC | 2,871 | $89.0K | 0.00% | +1,463+103.9% | Added |
| Longfellow Investment Management Co LLC | 2,406 | $74.2K | 0.02% | +2,406 | New |
| Anchor Investment Management, LLC | 2,350 | $72.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,179 | $67.2K | 0.05% | +2,179 | New |
| Sterling Capital Management LLC | 2,041 | $63.0K | 0.00% | +1,809+779.7% | Added |
| Ronald Blue Trust, Inc. | 1,919 | $59.2K | 0.00% | −402−17.3% | Reduced |
| Quadrant Capital Group LLC | 1,883 | $58.1K | 0.00% | +1,570+501.6% | Added |
| MAI Capital Management | 1,674 | $51.7K | 0.00% | +1,674 | New |
| Hexagon Capital Partners LLC | 1,609 | $49.7K | 0.01% | +288+21.8% | Added |
| GAMMA Investing LLC | 1,340 | $41.4K | 0.00% | +680+103.0% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $40.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,262 | $38.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,115 | $34.4K | 0.00% | +391+54.0% | Added |
| Farther Finance Advisors, LLC | 893 | $27.6K | 0.00% | −183−17.0% | Reduced |
| Harbour Investments, Inc. | 850 | $26.2K | 0.00% | +850 | New |
| Mascoma Wealth Management LLC | 824 | $25.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 804 | $24.8K | 0.00% | −196−19.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 742 | $22.9K | 0.00% | +40+5.7% | Added |
| Signaturefd, LLC | 738 | $22.8K | 0.00% | +645+693.5% | Added |
| Walleye Capital LLC | 732 | $22.6K | 0.00% | −45,248−98.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 634 | $19.6K | 0.00% | +609+2,436.0% | Added |
| SRS Capital Advisors, Inc. | 587 | $18.1K | 0.00% | −34−5.5% | Reduced |
| Lindbrook Capital, LLC | 567 | $17.5K | 0.00% | +286+101.8% | Added |
| Bank & Trust Co | 512 | $15.8K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 500 | $15.4K | 0.01% | +500 | New |
| Harbor Capital Advisors, Inc. | 483 | $15.0K | 0.00% | +52+12.1% | Added |
| Covestor Ltd | 465 | $14.0K | 0.01% | −16−3.3% | Reduced |
| National Bank of Canada | 408 | $12.6K | 0.00% | −786−65.8% | Reduced |
| North Star Investment Management Corp. | 400 | $12.3K | 0.00% | +20+5.3% | Added |
| Bryn Mawr Trust Co | 382 | $11.8K | 0.00% | −2,577−87.1% | Reduced |
| Sunbelt Securities, Inc. | 379 | $11.7K | 0.00% | +5+1.3% | Added |
| CIBC Private Wealth Group, LLC | 376 | $11.6K | 0.00% | +376 | New |
| Northwestern Mutual Wealth Management Co | 366 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 362 | $11.2K | 0.00% | +362 | New |
| Bessemer Group Inc | 347 | $11.0K | 0.00% | +115+49.6% | Added |
| Fourth Dimension Wealth, LLC | 300 | $9.26K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 279 | $8.61K | 0.00% | +55+24.6% | Added |
| Rosenberg Matthew Hamilton | 265 | $8.18K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $7.82K | 0.00% | +242+2,200.0% | Added |
| MeadowBrook Investment Advisors LLC | 250 | $7.71K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 234 | $7.22K | 0.00% | +195+500.0% | Added |
| Principal Securities, Inc. | 228 | $7.04K | 0.00% | +33+16.9% | Added |
| Versant Capital Management, Inc | 204 | $6.29K | 0.00% | +138+209.1% | Added |
| Hallmark Capital Management Inc | 202 | $6.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 188 | $5.80K | 0.00% | +170+944.4% | Added |
| Smartleaf Asset Management LLC | 187 | $5.77K | 0.00% | +45+31.7% | Added |
| Bell Investment Advisors, Inc | 175 | $5.40K | 0.00% | +48+37.8% | Added |
| IFP Advisors, Inc | 166 | $5.12K | 0.00% | +97+140.6% | Added |
| Continuum Advisory, LLC | 155 | $4.78K | 0.00% | −100−39.2% | Reduced |
| SBI Securities Co., Ltd. | 133 | $4.10K | 0.00% | +133 | New |
| Fifth Third Bancorp | 131 | $4.04K | 0.00% | +82+167.3% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $3.70K | 0.00% | +80+200.0% | Added |
| Aster Capital Management (DIFC) Ltd | 118 | $3.64K | 0.00% | −2,242−95.0% | Reduced |
| First Horizon Advisors, Inc. | 117 | $3.63K | 0.00% | +48+69.6% | Added |
| Manchester Capital Management LLC | 104 | $3.21K | 0.00% | +95+1,055.6% | Added |
| 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 |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 96 | $3.00K | 0.00% | +96 | New |
| Farmers & Merchants Investments Inc | 40 | $1.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $957 | 0.00% | −11−26.2% | Reduced |
| Whittier Trust Co | 25 | $771 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 23 | $710 | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 22 | $679 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $586 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $371 | 0.00% | −7−36.8% | Reduced |