Institutional Ownership Patterson Companies, Inc. (PDCO)
This table provides information about the institutional ownership of Patterson Companies, Inc. (PDCO). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
50
shares
|
$1,566
0.0% of portfolio
|
Q3 2023
Reduced 19.35%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
48
shares
|
$1,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$1,253
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
33
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
Reduced 83.82%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
29
shares
|
$908
0.0% of portfolio
|
Q1 2025
Added 383.33%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
28
shares
|
$877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
25
shares
|
$783
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
25
shares
|
$783
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
25
shares
|
$783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
14
shares
|
$438
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
12
shares
|
$375
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
10
shares
|
$313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$93
0.0% of portfolio
|
Q4 2024
Reduced 97.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|