Patterson CosPDCO

13F holders, Q2 2024 (June 30)
314holders +22
57new positions
38sold out
10famous investors
$24.13avg. 13F price*

At the end of Q2 2024, 314 institutions reported holding Patterson Cos Inc. (PDCO) in their 13F filings, up 22 from Q1 2024. 57 opened new positions and 38 sold out. The largest holders were BlackRock Inc. ($310.7M), Vanguard Group Inc. ($227.2M) and Dimensional Fund Advisors LP ($94.4M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Patterson Cos Inc.
CUSIP
703395103
Latest filing quarter
Q1 2026

History

Number of 13F holders

0100200300400 Q1 2024: 292Q1 2024Q2 2024: 314Q2 2024Q3 2024: 280Q3 2024Q4 2024: 308Q4 2024Q1 2025: 298Q1 2025Q2 2025: 6Q2 2025Q3 2025: 1Q3 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions57$74.7M
Exits38$38.0M

All 13F filers, Q1 2024 → Q2 2024: 8,887,740 shares bought and 9,922,733 shares sold, net −1,034,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

BlackRock Inc. 0.01% Reduce -5.3% 12,880,168 $310.7M
Vanguard Group Inc. 0.00% Reduce -6.0% 9,420,481 $227.2M
Dimensional Fund Advisors LP 0.02% Add +0.6% 3,915,315 $94.4M
State Street Corp. 0.00% Reduce -3.4% 3,227,617 $77.9M
Bank of America Corp. 0.01% Add +36.1% 2,281,073 $55.0M
Morgan Stanley 0.00% Reduce -2.9% 2,214,916 $53.4M
Allspring Global Investments Holdings, LLC 0.08% Add +7.5% 1,925,898 $46.5M
River Road Asset Management, LLC 0.66% Reduce -24.9% 1,919,270 $46.3M
Geode Capital Management, LLC 0.00% Add +0.1% 1,911,075 $46.1M
Nordea Investment Management AB 0.05% Reduce -18.8% 1,664,822 $39.9M
Brown Advisory Inc. 0.05% Reduce -0.6% 1,588,934 $38.3M
Equity Investment Corp. 0.97% New 1,572,770 $37.9M
Charles Schwab Investment Management Inc. 0.01% Add +6.9% 1,473,042 $35.5M
Private Management Group Inc. 1.33% Add +268.5% 1,431,666 $34.5M
LSV Asset Management 0.07% Add +58.8% 1,391,344 $33.6M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 1,273,702 $30.7M
Neuberger Berman Group LLC 0.02% Reduce -8.1% 1,228,852 $29.6M
Northern Trust Corp. 0.00% Reduce -5.9% 1,147,101 $27.7M
Allianz Asset Management GmbH 0.04% Add +23.8% 1,090,362 $26.3M
Norges Bank 0.00% Add +4.9% 999,463 $24.1M
Macquarie Group Ltd. 0.03% Reduce -42.1% 961,271 $23.2M
American Century Companies Inc. 0.01% Add +83.6% 902,759 $21.8M
Sasco Capital Inc. / CT/ 3.02% No change 885,884 $21.4M
Millennium Management 0.02% Add +1424.6% 878,734 $21.2M
Sound Income Strategies, LLC 1.13% Add +7.8% 667,873 $16.1M
Invesco Ltd. 0.00% Add +5.8% 631,922 $15.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.5% 521,590 $12.6M
GAMCO Investors 0.13% Reduce -2.1% 501,582 $12.1M
JPMorgan Chase & Co. 0.00% Reduce -25.8% 491,779 $11.9M
Goodman Financial Corp 2.45% Add +12.9% 456,310 $11.0M
Principal Financial Group Inc. 0.01% Reduce -5.7% 450,656 $10.9M
Heartland Advisors Inc. 0.56% Add +1.9% 416,700 $10.1M
Storebrand Asset Management As 0.03% Add +1.1% 402,459 $9.7M
Victory Capital Management Inc. 0.01% Reduce -5.6% 369,593 $8.9M
Goldman Sachs Group Inc. 0.00% Add +102.1% 340,212 $8.2M
Point72 Asset Management 0.03% Add +1574.9% 340,000 $8.2M
D. E. Shaw & Co. 0.01% Reduce -46.6% 310,879 $7.5M
Alps Advisors Inc. 0.05% Add +15.9% 296,025 $7.1M
Nuveen Asset Management, LLC 0.00% Reduce -16.9% 275,340 $6.6M
AQR Capital Management 0.01% Reduce -44.0% 278,300 $6.6M
Chartwell Investment Partners, LLC 0.23% Reduce -4.0% 270,713 $6.5M
Rhumbline Advisers 0.01% Reduce -4.4% 263,912 $6.4M
Qube Research & Technologies Ltd 0.01% New 262,924 $6.3M
Voya Investment Management LLC 0.01% Reduce -3.9% 236,753 $5.7M
Dana Investment Advisors, Inc. 0.19% Reduce -1.3% 234,429 $5.7M
Legal & General Group Plc 0.00% Reduce -3.9% 229,510 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -12.8% 212,542 $5.1M
Voloridge Investment Management, LLC 0.02% Add +63.2% 207,486 $5.0M
Raymond James & Associates 0.00% Reduce -5.6% 204,623 $4.9M
Edgestream Partners, L.P. 0.23% Reduce -4.7% 197,363 $4.8M
Citigroup Inc. 0.00% Add +189.6% 191,183 $4.6M
Squarepoint Ops LLC 0.02% Add +191.2% 186,595 $4.5M
Nicola Wealth Management LTD. 0.39% Add +26.0% 130,800 $4.3M
Public Sector Pension Investment Board 0.03% Add +3.8% 175,411 $4.2M
Trexquant Investment LP 0.06% New 171,147 $4.1M
Swiss National Bank 0.00% Reduce -3.6% 158,600 $3.8M
Citadel Advisors 0.00% Reduce -68.0% 151,607 $3.7M
Jane Street Group, LLC 0.00% Add +747.2% 148,926 $3.6M
New York State Teachers Retirement System 0.01% Reduce -0.4% 148,890 $3.6M
Profit Investment Management, LLC 2.19% Reduce -6.3% 144,750 $3.5M
Royal Bank of Canada 0.00% Add +100.2% 143,583 $3.5M
Prudential Financial Inc. 0.00% Add +2.1% 132,749 $3.2M
Advisors Asset Management, Inc. 0.06% Reduce -39.6% 125,402 $3.0M
First Trust Advisors LP 0.00% Reduce -6.0% 124,936 $3.0M
Barclays PLC 0.00% Reduce -29.2% 120,809 $2.9M
Envestnet Asset Management Inc. 0.00% Add +52.8% 120,186 $2.9M
HRT Financial LP 0.02% Add +63.9% 118,224 $2.9M
Wells Fargo & Company 0.00% Add +34.1% 113,154 $2.7M
WINTON GROUP Ltd 0.17% Reduce -0.5% 107,062 $2.6M
Alliancebernstein L.P. 0.00% Reduce -0.0% 105,745 $2.6M
Hussman Strategic Advisors, Inc. 0.70% Reduce -28.6% 105,000 $2.5M
Cubist Systematic Strategies, LLC 0.04% New 104,460 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +11.8% 102,769 $2.5M
Gabelli Funds LLC 0.02% Reduce -2.0% 98,000 $2.4M
Integrated Wealth Concepts LLC 0.03% Add +0.5% 97,183 $2.3M
Foster & Motley Inc. 0.15% Reduce -11.8% 90,281 $2.2M
Alberta Investment Management Corp 0.02% Add +84.2% 84,900 $2.0M
Nebula Research & Development LLC 0.33% Add +230.8% 84,431 $2.0M
Keeley-Teton Advisors, LLC 0.26% Add +19.9% 83,370 $2.0M
Algert Global LLC 0.06% New 80,387 $1.9M
Rowlandmiller & Partners.adv 0.42% Reduce -12.4% 80,203 $1.9M
California State Teachers Retirement System 0.00% Reduce -5.9% 78,685 $1.9M
Neo Ivy Capital Management 0.35% — 73,684 $1.8M
Seven Eight Capital, LP 0.19% Add +177.7% 73,504 $1.8M
Asset Management One Co., Ltd. 0.01% Reduce -10.5% 70,093 $1.7M
Steel Grove Capital Advisors, LLC 0.23% New 69,727 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% New 68,656 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -0.4% 67,373 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -7.5% 66,353 $1.6M
Van Eck Associates Corp. 0.00% Add +1.8% 65,132 $1.6M
Schonfeld Strategic Advisors LLC 0.01% New 64,989 $1.6M
Bridgewater Associates 0.01% Reduce -13.8% 64,346 $1.6M
Jump Financial, LLC 0.03% Add +160.3% 64,004 $1.5M
Cinctive Capital Management LP 0.08% New 62,182 $1.5M
Dean Investment Associates, LLC 0.21% Reduce -42.8% 60,020 $1.4M
Point72 Hong Kong Ltd 0.09% New 58,149 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -39.9% 56,519 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +2.9% 52,594 $1.3M
Sei Investments Co. 0.00% Add +24.9% 51,313 $1.2M
Public Employees Retirement System of Ohio 0.00% Reduce -73.6% 48,117 $1.2M
Illinois Municipal Retirement Fund 0.02% Reduce -0.9% 47,957 $1.2M
Tidal Investments LLC 0.02% Reduce -30.1% 47,912 $1.2M
Verition Fund Management LLC 0.01% New 46,894 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -6.8% 46,815 $1.1M
Gsa Capital Partners LLP 0.08% New 46,738 $1.1M
Corebridge Financial, Inc. 0.01% — 46,623 $1.1M
MetLife Investment Management, LLC 0.01% Add +5.9% 46,319 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -94.6% 44,805 $1.1M
XTX Topco Ltd 0.09% New 44,724 $1.1M
FMR LLC 0.00% Add +18.7% 44,619 $1.1M
Aquatic Capital Management LLC 0.04% Add +3441.7% 42,500 $1.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 42,302 $1.0M
UBS Group AG 0.00% Reduce -65.2% 41,585 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 40,100 $967K
Janus Henderson Group PLC 0.00% Reduce -1.1% 39,547 $954K
Man Group plc 0.00% Reduce -2.6% 39,256 $947K
Deerfield Management Company, L.P. 0.02% New 39,244 $947K
Mairs & Power Inc. 0.01% No change 39,150 $944K
Credit Agricole S A 0.01% New 38,800 $936K
Wesbanco Bank Inc. 0.03% No change 38,536 $929K
Deutsche Bank AG 0.00% Reduce -14.8% 38,248 $923K
Ensign Peak Advisors, Inc 0.00% No change 37,946 $915K
Campbell & CO Investment Adviser LLC 0.08% Add +60.9% 36,818 $888K
Mission Wealth Management, LP 0.02% Reduce -3.1% 36,066 $870K
North Star Investment Management Corp. 0.06% Reduce -54.7% 35,380 $853K
New York State Common Retirement Fund 0.00% Add +0.0% 35,105 $847K
Mork Capital Management, LLC 0.66% No change 34,980 $844K
STRS Ohio 0.00% Add +4.7% 33,400 $806K
Comerica Bank 0.00% Reduce -9.8% 32,702 $789K
Yousif Capital Management, LLC 0.01% Reduce -13.9% 32,435 $782K
Livforsakringsbolaget Skandia, Omsesidigt 0.06% No change 31,900 $769K
Brevan Howard Capital Management LP 0.05% New 31,454 $759K
Aviance Capital Partners, LLC 0.11% Add +3.9% 31,145 $751K
Teachers Retirement System of the State of Kentucky 0.01% No change 29,596 $714K
Stifel Financial Corp. 0.00% Add +1.7% 29,036 $700K
Engineers Gate Manager LP 0.02% Reduce -21.5% 28,631 $691K
Guggenheim Capital LLC 0.00% Reduce -22.5% 28,423 $686K
Sit Investment Associates Inc. 0.02% Reduce -3.1% 28,025 $676K
Maryland State Retirement & Pension System 0.01% Reduce -6.5% 27,801 $671K
Bayesian Capital Management, LP 0.08% New 27,158 $655K
US Bancorp \de 0.00% Reduce -2.4% 26,630 $642K
Vise Technologies, Inc. 0.11% Add +0.0% 26,353 $636K
Martingale Asset Management L P 0.01% Reduce -22.3% 25,837 $623K
BNP Paribas Financial Markets 0.00% Reduce -42.1% 25,288 $610K
Janney Montgomery Scott LLC 0.00% New 24,789 $598K
Amalgamated Bank 0.01% Reduce -5.5% 24,522 $591K
Exchange Traded Concepts, LLC 0.01% Add +5.0% 24,471 $590K
Maverick Capital 0.01% Reduce -30.1% 24,211 $584K
Westwood Holdings Group Inc. 0.00% Reduce -99.0% 23,720 $572K
State of Tennessee, Department of Treasury 0.00% No change 22,934 $553K
Teza Capital Management LLC 0.07% New 22,710 $548K
Arizona State Retirement System 0.00% Reduce -1.5% 22,574 $544K
TD Asset Management Inc 0.00% Add +26.1% 22,200 $535K
Dean Capital Management 0.69% Reduce -38.3% 22,145 $534K
Legato Capital Management LLC 0.07% Reduce -38.3% 22,145 $534K
Nisa Investment Advisors, LLC 0.00% Add +1.7% 21,829 $527K
Tudor Investment Corporation 0.01% New 21,452 $517K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 20,909 $504K
Amundi 0.00% Add +148.3% 20,933 $501K
PEAK6 Investments LLC 0.02% Add +453.8% 20,533 $495K
Handelsbanken Fonder AB 0.00% No change 20,300 $490K
RBF Capital, LLC 0.03% Add +25.2% 19,893 $480K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +28.1% 19,842 $479K
Miller Howard Investments Inc. 0.02% Add +2.3% 19,545 $471K
UniSuper Management Pty Ltd 0.00% No change 19,341 $467K
Oregon Public Employees Retirement Fund 0.01% Reduce -12.7% 19,325 $466K
Tokio Marine Asset Management Co. Ltd. 0.02% Reduce -11.6% 18,300 $441K
Tower Research Capital LLC (TRC) 0.01% Add +895.8% 17,814 $430K
Sanctuary Advisors, LLC 0.00% — 16,655 $429K
Coppell Advisory Solutions LLC 0.07% — 17,704 $427K
Savant Capital, LLC 0.00% New 17,483 $422K
Teacher Retirement System of Texas 0.00% Add +17.5% 17,431 $420K
Nexpoint Asset Management, L.P. 0.06% No change 17,200 $415K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.5% 17,182 $414K
Point72 (DIFC) Ltd 0.04% New 16,884 $407K
ARGA Investment Management, LP 0.01% No change 16,812 $406K
Baird Financial Group, Inc. 0.00% Add +25.0% 16,502 $398K
EMC Capital Management 0.22% No change 16,053 $387K
LPL Financial LLC 0.00% Add +3.3% 15,975 $385K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 15,914 $384K
Aigen Investment Management, LP 0.07% New 15,857 $382K
SG Americas Securities, LLC 0.00% Add +70.4% 15,420 $372K
Trust Co 0.05% No change 15,400 $371K
ProShare Advisors LLC 0.00% Reduce -24.2% 14,928 $360K
HSBC Holdings PLC 0.00% Add +6.2% 14,184 $341K
Bridgefront Capital, LLC 0.14% New 14,092 $340K
Investors Research Corp 0.08% No change 14,000 $338K
Nicholas Hoffman & Company, LLC. 0.02% New 13,905 $335K
Paloma Partners Management Co 0.04% Add +85.5% 13,500 $326K
Cambria Investment Management, L.P. 0.02% Add +37.9% 13,484 $325K
Mutual of America Capital Management LLC 0.00% Reduce -7.8% 13,106 $316K
GTS Securities LLC 0.01% New 12,569 $303K
Foundry Partners, LLC 0.02% Reduce -0.9% 11,926 $288K
PNC Financial Services Group, Inc. 0.00% Add +116.4% 11,867 $286K
Values First Advisors, Inc. 0.17% Add +0.7% 11,854 $286K
Scientech Research LLC 0.06% Add +30.2% 11,697 $282K
Mirabella Financial Services LLP 0.02% New 11,545 $278K
Inceptionr LLC 0.08% Add +0.5% 11,380 $274K
Bfsg, LLC 0.03% Add +177.6% 11,325 $273K
AXA S.A. 0.00% No change 11,200 $270K
Atria Wealth Solutions, Inc. 0.00% Add +12.8% 11,183 $270K
Choreo, LLC 0.00% New 10,845 $261K
Petrus Trust Company, LTA 0.02% No change 10,540 $254K
Welch Group, LLC 0.01% Add +40.0% 10,500 $253K
Pictet Asset Management Holding SA 0.00% No change 10,490 $253K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +21.0% 10,226 $247K
Aristides Capital LLC 0.10% New 10,185 $246K
Bank of Montreal 0.00% Reduce -5.2% 10,112 $245K
Shufro Rose & Co. LLC 0.02% No change 10,000 $241K
Public Employees Retirement Association of Colorado 0.00% Reduce -15.1% 9,834 $237K
HighTower Advisors, LLC 0.00% Add +10.2% 9,746 $237K
State of Wyoming 0.04% Add +10.9% 9,673 $233K
Creative Planning 0.00% New 9,452 $228K
Vanguard Personalized Indexing Management, LLC 0.00% New 9,393 $227K
Corton Capital Inc. 0.12% Reduce -29.2% 9,290 $224K
Jones Financial Companies LLLP 0.00% New 9,151 $221K
Atria Investments, Inc 0.00% New 9,142 $221K
Ariel Investments 0.00% Add +0.6% 9,025 $218K
State of Wisconsin Investment Board 0.00% New 8,975 $216K
Allworth Financial LP 0.00% Add +0.3% 8,567 $215K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -9.4% 8,884 $214K
Evergreen Capital Management LLC 0.01% New 8,741 $211K
Versor Investments LP 0.04% New 8,600 $207K
Tritonpoint Wealth, LLC 0.02% Reduce -2.3% 8,551 $206K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 8,492 $205K
Franklin Resources Inc. 0.00% Add +1.4% 8,308 $200K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.5% 7,879 $190K
Walleye Trading LLC 0.00% New 5,698 $137K
Headlands Technologies LLC 0.01% Add +89.5% 5,607 $135K
AlphaQuest LLC 0.02% Add +15728.6% 5,540 $134K
nVerses Capital, LLC 0.07% New 4,800 $116K
Cwm, LLC 0.00% Add +655.0% 4,492 $108K
Walleye Capital LLC 0.00% Add +380.7% 4,331 $104K
Osaic Holdings, Inc. 0.00% Reduce -40.6% 3,974 $96K
Quantbot Technologies LP 0.00% Reduce -63.7% 3,833 $92K
Spire Wealth Management 0.00% Add +193.3% 3,740 $90K
Central Pacific Bank - Trust Division 0.01% No change 3,500 $84K
Benjamin F. Edwards & Company, Inc. 0.00% Add +1.0% 2,962 $71K
Gladius Capital Management LP 0.07% Reduce -42.4% 2,934 $71K
Chris Bulman Inc 0.05% — 2,932 $71K
Innealta Capital, LLC 0.02% New 2,724 $66K
Lanark Financial, Inc. 0.01% New 2,358 $56K
Blue Trust, Inc. 0.00% Add +11.7% 2,010 $56K
Redwood Wealth Management Group, LLC 0.04% New 2,101 $51K
KBC Group NV 0.00% No change 2,077 $50K
Anchor Investment Management, LLC 0.00% No change 1,950 $47K
Meeder Asset Management Inc. 0.00% New 1,865 $45K
Family Firm, Inc. 0.01% New 1,846 $45K
Mather Group, Llc. 0.00% Add +1376.2% 1,609 $44K
Canada Pension Plan Investment Board 0.00% New 1,700 $41K
Catalyst Funds Management Pty Ltd 0.01% Add +45.5% 1,600 $39K
Hexagon Capital Partners LLC 0.01% Add +1.6% 1,381 $33K
Signaturefd, LLC 0.00% Reduce -65.0% 1,306 $32K
Nomura Asset Management Co. Ltd. 0.00% No change 1,300 $31K
LRI Investments, LLC 0.00% New 1,262 $30K
NewEdge Advisors, LLC 0.00% Add +26.5% 1,257 $30K
National Bank of Canada 0.00% No change 1,150 $28K
Quarry LP 0.01% New 944 $23K
Huntington National Bank 0.00% Reduce -52.5% 932 $22K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.6% 900 $22K
Mascoma Wealth Management LLC 0.01% No change 824 $20K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.7% 747 $18K
CENTRAL TRUST Co 0.00% No change 653 $16K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +73.7% 622 $15K
Arax Advisory Partners 0.00% New 621 $15K
Bank & Trust Co 0.01% — 512 $12K
GAMMA Investing LLC 0.00% Reduce -57.2% 472 $11K
Covestor Ltd 0.01% Reduce -94.8% 398 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -10.0% 360 $9K
Sunbelt Securities, Inc. 0.00% Add +1.1% 371 $9K
Lindbrook Capital, LLC 0.00% Reduce -40.4% 299 $7K
Fifth Third Bancorp 0.00% Reduce -16.1% 296 $7K
Quadrant Capital Group LLC 0.00% Add +15.3% 257 $6K
MeadowBrook Investment Advisors LLC 0.01% No change 250 $6K
Global Retirement Partners, LLC 0.00% Reduce -7.0% 224 $5K
Natixis 0.00% Reduce -18.0% 223 $5K
Quent Capital, LLC 0.00% No change 202 $5K
M&R Capital Management Inc. 0.00% No change 200 $5K
Private Wealth Management Group, LLC 0.00% Reduce -4.8% 199 $5K
JFS Wealth Advisors, LLC 0.00% Add +166.7% 192 $5K
Bell Investment Advisors, Inc 0.00% Add +6.2% 172 $4K
Bessemer Group Inc. 0.00% Reduce -30.2% 164 $4K
Principal Securities, Inc. 0.00% No change 163 $4K
Continuum Advisory, LLC 0.00% No change 155 $4K
Farther Finance Advisors, LLC 0.00% No change 151 $4K
TD Waterhouse Canada Inc. 0.00% No change 120 $3K
EverSource Wealth Advisors, LLC 0.00% New 104 $3K
Cedar Mountain Advisors, LLC 0.00% No change 100 $2K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $2K
International Assets Investment Management, LLC 0.00% New 100 $2K
VitalStone Financial, LLC 0.00% No change 90 $2K
UMB Bank, n.a. 0.00% Add +125.0% 90 $2K
Smithfield Trust Co 0.00% No change 80 $2K
Smartleaf Asset Management LLC 0.00% New 74 $2K
First Horizon Advisors, Inc. 0.00% Add +762.5% 69 $2K
IFP Advisors, Inc 0.00% No change 69 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 67 $2K
FinTrust Capital Advisors, LLC 0.00% No change 50 $1K
Versant Capital Management, Inc 0.00% Reduce -55.6% 44 $1K
Lazard Asset Management LLC 0.00% Add +15.8% 44 $1K
Farmers & Merchants Investments Inc. 0.00% No change 40 $965
Manchester Capital Management LLC 0.00% New 28 $676
Whittier Trust Co. 0.00% No change 25 $602
Whittier Trust Co. of Nevada Inc. 0.00% No change 25 $602
SJS Investment Consulting Inc. 0.00% Reduce -4.5% 21 $507
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 18 $435
Harbor Investment Advisory, LLC 0.00% New 15 $362
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 13 $313
Parallel Advisors, LLC 0.00% Reduce -94.3% 11 $270
WealthCollab, LLC 0.00% New 10 $242
Avior Wealth Management, LLC 0.00% Reduce -98.3% 10 $241
Parkside Financial Bank & Trust 0.00% New 8 $193
Larson Financial Group LLC 0.00% New 6 $145
Rothschild Investment LLC 0.00% No change 5 $121

"% of holder's portfolio" is PDCO's weight in each manager's 13F, not the share of Patterson Cos Inc. the manager owns.