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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 8,093 | $252.8K | 0.00% | −200−2.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $249.9K | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,998 | $249.9K | 0.00% | −588−6.8% | Reduced |
| Optiver Holding B.V. | 7,937 | $248.0K | 0.01% | +7,937 | New |
| Trust Co | 7,900 | $246.8K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,550 | $236.0K | 0.01% | −327−4.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,425 | $231.9K | 0.01% | +6,791+1,071.1% | Added |
| First Trust Advisors LP | 6,883 | $215.0K | 0.00% | −154,395−95.7% | Reduced |
| Cerity Partners LLC | 6,751 | $210.9K | 0.00% | +6,751 | New |
| BFSG, LLC | 6,735 | $210.4K | 0.03% | −5,340−44.2% | Reduced |
| Kestra Investment Management, LLC | 6,536 | $204.2K | 0.01% | −507−7.2% | Reduced |
| Jones Financial Companies LLLP | 5,597 | $174.7K | 0.00% | +215+4.0% | Added |
| BNP Paribas Arbitrage, SA | 5,572 | $174.1K | 0.00% | −14,886−72.8% | Reduced |
| Longfellow Investment Management Co LLC | 4,709 | $147.1K | 0.04% | +2,303+95.7% | Added |
| KBC Group NV | 4,503 | $141.0K | 0.00% | +26+0.6% | Added |
| Truvestments Capital LLC | 4,510 | $140.9K | 0.03% | −464−9.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,317 | $134.9K | 0.00% | −3,682−46.0% | Reduced |
| NBC Securities, Inc. | 3,806 | $118.0K | 0.01% | +3,803+126,766.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,519 | $109.9K | 0.00% | −1,667−32.1% | Reduced |
| Coldstream Capital Management Inc | 3,430 | $107.2K | 0.00% | +3,430 | New |
| CWM, LLC | 2,920 | $91.0K | 0.00% | +49+1.7% | Added |
| Spire Wealth Management | 2,730 | $85.3K | 0.00% | −1,430−34.4% | Reduced |
| Abound Wealth Management | 2,503 | $78.2K | 0.03% | +2,503 | New |
| PenderFund Capital Management Ltd. | 15,011 | $74.8K | 0.06% | +6,811+83.1% | Added |
| Anchor Investment Management, LLC | 2,350 | $73.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,266 | $70.8K | 0.00% | −1,749−43.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,919 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,812 | $56.6K | 0.00% | −71−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,530 | $47.8K | 0.00% | −2,344−60.5% | Reduced |
| MAI Capital Management | 1,520 | $47.5K | 0.00% | −154−9.2% | Reduced |
| GAMMA Investing LLC | 1,430 | $44.7K | 0.00% | +90+6.7% | Added |
| Hexagon Capital Partners LLC | 1,360 | $42.5K | 0.01% | −249−15.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $40.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,262 | $39.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,124 | $35.1K | 0.00% | −917−44.9% | Reduced |
| Farther Finance Advisors, LLC | 976 | $30.5K | 0.00% | +83+9.3% | Added |
| Harbour Investments, Inc. | 850 | $26.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 824 | $25.7K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 800 | $25.0K | 0.03% | +800 | New |
| GWM Advisors LLC | 748 | $23.4K | 0.00% | −56−7.0% | Reduced |
| Signaturefd, LLC | 649 | $20.3K | 0.00% | −89−12.1% | Reduced |
| Skopos Labs, Inc. | 642 | $20.1K | 0.00% | +642 | New |
| Harbor Capital Advisors, Inc. | 584 | $18.0K | 0.00% | +101+20.9% | Added |
| Lindbrook Capital, LLC | 567 | $17.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 563 | $17.6K | 0.00% | −169−23.1% | Reduced |
| Bank & Trust Co | 512 | $16.0K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 500 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 382 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 379 | $11.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 371 | $11.6K | 0.00% | +5+1.4% | Added |
| Smartleaf Asset Management LLC | 320 | $9.99K | 0.00% | +133+71.1% | Added |
| Umb Bank N A | 301 | $9.40K | 0.00% | +67+28.6% | Added |
| Rise Advisors, LLC | 301 | $9.40K | 0.00% | +301 | New |
| Fourth Dimension Wealth, LLC | 300 | $9.37K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 265 | $8.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 260 | $8.12K | 0.00% | −140−35.0% | Reduced |
| Bessemer Group Inc | 246 | $8.00K | 0.00% | −101−29.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 250 | $7.81K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 246 | $7.68K | 0.00% | +115+87.8% | Added |
| Parallel Advisors, LLC | 232 | $7.26K | 0.00% | −21−8.3% | Reduced |
| Principal Securities, Inc. | 228 | $7.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 212 | $6.62K | 0.00% | +37+21.1% | Added |
| EverSource Wealth Advisors, LLC | 207 | $6.47K | 0.00% | +176+567.7% | Added |
| Hallmark Capital Management Inc | 202 | $6.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 188 | $5.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 166 | $5.19K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 152 | $4.75K | 0.00% | +152 | New |
| Rothschild Investment LLC | 135 | $4.22K | 0.00% | +15+12.5% | Added |
| High Note Wealth, LLC | 135 | $4.22K | 0.00% | +135 | New |
| TD Waterhouse Canada Inc. | 120 | $3.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Smithfield Trust Co | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 94 | $2.94K | 0.00% | −39−29.3% | Reduced |
| National Bank of Canada | 67 | $2.09K | 0.00% | −341−83.6% | Reduced |
| SRS Capital Advisors, Inc. | 65 | $2.03K | 0.00% | −522−88.9% | 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 |
| First Horizon Advisors, Inc. | 63 | $1.98K | 0.00% | −54−46.2% | Reduced |
| South State Corp. | 48 | $1.50K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $1.03K | 0.00% | −171−83.8% | Reduced |
| Parkside Financial Bank & Trust | 30 | $938 | 0.00% | +30 | New |
| Larson Financial Group LLC | 29 | $906 | 0.00% | +23+383.3% | Added |
| Geneos Wealth Management Inc. | 28 | $875 | 0.00% | +28 | New |
| Bare Financial Services, Inc | 25 | $781 | 0.00% | +25 | New |
| Whittier Trust Co | 25 | $780 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $469 | 0.00% | +15 | New |
| Harbor Investment Advisory, LLC | 14 | $437 | 0.00% | −8−36.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $375 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $313 | 0.00% | 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 |
| ORG Partners LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Hemington Wealth Management | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,686,523−100.0% | Sold out |