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, Q1 2025
Institutional positions in Patterson Companies, Inc. as of Mar 31, 2025. 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
PDCO is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 299
- −6 vs. Q4 2024
- Shares held
- 77.7M
- +2.44M (+3.2%) vs. Q4 2024
- Total value
- $2.43B
- +$102.1M (+4.4%) vs. Q4 2024
- New holders
- 48
- 91 more added
- Sold out
- 54
- 106 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Patterson Companies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 25 | $0 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $94 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $94 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $313 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $375 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14 | $437 | 0.00% | −8−36.4% | Reduced |
| Stephens Consulting, LLC | 15 | $469 | 0.00% | +15 | New |
| Whittier Trust Co | 25 | $780 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $781 | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 28 | $875 | 0.00% | +28 | New |
| Larson Financial Group LLC | 29 | $906 | 0.00% | +23+383.3% | Added |
| Parkside Financial Bank & Trust | 30 | $938 | 0.00% | +30 | New |
| Versant Capital Management, Inc | 33 | $1.03K | 0.00% | −171−83.8% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 48 | $1.50K | 0.00% | +48 | New |
| First Horizon Advisors, Inc. | 63 | $1.98K | 0.00% | −54−46.2% | Reduced |
| Covestor Ltd | 54 | $2.00K | 0.00% | −411−88.4% | Reduced |
| Capital Advisors, Ltd. LLC | 75 | $2.00K | 0.00% | −21−21.9% | Reduced |
| SRS Capital Advisors, Inc. | 65 | $2.03K | 0.00% | −522−88.9% | Reduced |
| National Bank of Canada | 67 | $2.09K | 0.00% | −341−83.6% | Reduced |
| SBI Securities Co., Ltd. | 94 | $2.94K | 0.00% | −39−29.3% | Reduced |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 100 | $3.12K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 104 | $3.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $3.25K | 0.00% | +85+447.4% | Added |
| TD Waterhouse Canada Inc. | 120 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 135 | $4.22K | 0.00% | +15+12.5% | Added |
| High Note Wealth, LLC | 135 | $4.22K | 0.00% | +135 | New |
| Main Street Group, LTD | 152 | $4.75K | 0.00% | +152 | New |
| IFP Advisors, Inc | 166 | $5.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 188 | $5.87K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 202 | $6.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 207 | $6.47K | 0.00% | +176+567.7% | Added |
| Bell Investment Advisors, Inc | 212 | $6.62K | 0.00% | +37+21.1% | Added |
| Principal Securities, Inc. | 228 | $7.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 232 | $7.26K | 0.00% | −21−8.3% | Reduced |
| Fifth Third Bancorp | 246 | $7.68K | 0.00% | +115+87.8% | Added |
| MeadowBrook Investment Advisors LLC | 250 | $7.81K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 246 | $8.00K | 0.00% | −101−29.1% | Reduced |
| North Star Investment Management Corp. | 260 | $8.12K | 0.00% | −140−35.0% | Reduced |
| Rosenberg Matthew Hamilton | 265 | $8.28K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $9.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 301 | $9.40K | 0.00% | +67+28.6% | Added |
| Rise Advisors, LLC | 301 | $9.40K | 0.00% | +301 | New |
| Smartleaf Asset Management LLC | 320 | $9.99K | 0.00% | +133+71.1% | Added |
| Northwestern Mutual Wealth Management Co | 371 | $11.6K | 0.00% | +5+1.4% | Added |
| Sunbelt Securities, Inc. | 379 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 382 | $11.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 500 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 512 | $16.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 563 | $17.6K | 0.00% | −169−23.1% | Reduced |
| Lindbrook Capital, LLC | 567 | $17.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 584 | $18.0K | 0.00% | +101+20.9% | Added |
| Skopos Labs, Inc. | 642 | $20.1K | 0.00% | +642 | New |
| Signaturefd, LLC | 649 | $20.3K | 0.00% | −89−12.1% | Reduced |
| GWM Advisors LLC | 748 | $23.4K | 0.00% | −56−7.0% | Reduced |
| Curat Global, LLC | 800 | $25.0K | 0.03% | +800 | New |
| Mascoma Wealth Management LLC | 824 | $25.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 850 | $26.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 976 | $30.5K | 0.00% | +83+9.3% | Added |
| Sterling Capital Management LLC | 1,124 | $35.1K | 0.00% | −917−44.9% | Reduced |
| LRI Investments, LLC | 1,262 | $39.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $40.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,360 | $42.5K | 0.01% | −249−15.5% | Reduced |
| GAMMA Investing LLC | 1,430 | $44.7K | 0.00% | +90+6.7% | Added |
| MAI Capital Management | 1,520 | $47.5K | 0.00% | −154−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,530 | $47.8K | 0.00% | −2,344−60.5% | Reduced |
| Quadrant Capital Group LLC | 1,812 | $56.6K | 0.00% | −71−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,919 | $60.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,266 | $70.8K | 0.00% | −1,749−43.6% | Reduced |
| Anchor Investment Management, LLC | 2,350 | $73.4K | 0.01% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 15,011 | $74.8K | 0.06% | +6,811+83.1% | Added |
| Abound Wealth Management | 2,503 | $78.2K | 0.03% | +2,503 | New |
| Spire Wealth Management | 2,730 | $85.3K | 0.00% | −1,430−34.4% | Reduced |
| CWM, LLC | 2,920 | $91.0K | 0.00% | +49+1.7% | Added |
| Coldstream Capital Management Inc | 3,430 | $107.2K | 0.00% | +3,430 | New |
| Steward Partners Investment Advisory, LLC | 3,519 | $109.9K | 0.00% | −1,667−32.1% | Reduced |
| NBC Securities, Inc. | 3,806 | $118.0K | 0.01% | +3,803+126,766.7% | Added |
| The PNC Financial Services Group, Inc. | 4,317 | $134.9K | 0.00% | −3,682−46.0% | Reduced |
| Truvestments Capital LLC | 4,510 | $140.9K | 0.03% | −464−9.3% | Reduced |
| KBC Group NV | 4,503 | $141.0K | 0.00% | +26+0.6% | Added |
| Longfellow Investment Management Co LLC | 4,709 | $147.1K | 0.04% | +2,303+95.7% | Added |
| BNP Paribas Arbitrage, SA | 5,572 | $174.1K | 0.00% | −14,886−72.8% | Reduced |
| Jones Financial Companies LLLP | 5,597 | $174.7K | 0.00% | +215+4.0% | Added |
| Kestra Investment Management, LLC | 6,536 | $204.2K | 0.01% | −507−7.2% | Reduced |
| BFSG, LLC | 6,735 | $210.4K | 0.03% | −5,340−44.2% | Reduced |
| Cerity Partners LLC | 6,751 | $210.9K | 0.00% | +6,751 | New |
| First Trust Advisors LP | 6,883 | $215.0K | 0.00% | −154,395−95.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,425 | $231.9K | 0.01% | +6,791+1,071.1% | Added |
| Shell Asset Management Co | 7,550 | $236.0K | 0.01% | −327−4.2% | Reduced |
| Trust Co | 7,900 | $246.8K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 7,937 | $248.0K | 0.01% | +7,937 | New |
| Sanctuary Advisors, LLC | 7,998 | $249.9K | 0.00% | −588−6.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $249.9K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,093 | $252.8K | 0.00% | −200−2.4% | Reduced |
| RSM US Wealth Management LLC | 8,239 | $257.4K | 0.00% | −94−1.1% | Reduced |