Patterson CosPDCO

13F holders, Q4 2024 (December 31)
308holders +28
64new positions
44sold out
5famous investors
$30.88avg. 13F price*

At the end of Q4 2024, 308 institutions reported holding Patterson Cos Inc. (PDCO) in their 13F filings, up 28 from Q3 2024. 64 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($393.1M), Vanguard Group Inc. ($290.4M) and Dimensional Fund Advisors LP ($109.1M). 5 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions64$158.6M
Exits44$26.6M

All 13F filers, Q3 2024 → Q4 2024: 10,323,602 shares bought and 9,108,717 shares sold, net +1,214,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 308 holders

BlackRock, Inc. 0.01% Add +2.0% 12,738,451 $393.1M
Vanguard Group Inc. 0.01% Add +0.5% 9,409,915 $290.4M
Dimensional Fund Advisors LP 0.03% Reduce -11.3% 3,534,010 $109.1M
State Street Corp. 0.00% Add +3.1% 3,326,024 $102.6M
American Century Companies Inc. 0.05% Add +24.1% 2,711,030 $83.7M
Morgan Stanley 0.00% Reduce -18.6% 2,165,975 $66.8M
Equity Investment Corp. 1.47% Add +16.6% 2,028,964 $62.6M
Geode Capital Management, LLC 0.00% Reduce -0.5% 1,878,905 $58.0M
Charles Schwab Investment Management Inc. 0.01% Add +15.8% 1,799,942 $55.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -22.8% 1,686,523 $51.9M
Bank of America Corp. 0.00% Reduce -31.7% 1,655,777 $51.1M
Bank of New York Mellon Corp 0.01% Add +18.0% 1,455,729 $44.9M
Private Management Group Inc. 1.52% Reduce -9.7% 1,369,027 $42.2M
Neuberger Berman Group LLC 0.03% Reduce -7.6% 1,339,575 $41.3M
River Road Asset Management, LLC 0.54% Reduce -34.3% 1,307,207 $40.3M
Glazer Capital, LLC 3.02% New 1,225,000 $37.8M
Northern Trust Corp. 0.01% Add +5.7% 1,212,411 $37.4M
Allianz Asset Management GmbH 0.05% Add +3.7% 1,186,906 $36.6M
Goldman Sachs Group Inc. 0.01% Add +73.4% 1,007,673 $31.1M
LSV Asset Management 0.06% Reduce -34.8% 910,054 $28.1M
Brown Advisory Inc. 0.03% Reduce -52.7% 763,316 $23.6M
GAMCO Investors 0.23% Add +8.3% 723,257 $22.3M
JPMorgan Chase & Co. 0.00% Add +65.0% 713,048 $22.0M
Invesco Ltd. 0.00% Reduce -4.7% 697,144 $21.5M
Voloridge Investment Management, LLC 0.07% Add +91.1% 650,725 $20.1M
Hotchkis & Wiley Capital Management LLC 0.07% Add +24.4% 636,890 $19.7M
Raymond James Financial Inc. 0.01% — 593,506 $18.3M
Nordea Investment Management AB 0.02% Reduce -64.5% 572,842 $17.7M
Goodman Financial Corp 3.73% Add +4.2% 565,881 $17.5M
TIG Advisors, LLC 1.13% New 474,164 $14.6M
HSBC Holdings PLC 0.01% Add +2837.3% 423,977 $13.1M
Storebrand Asset Management As 0.04% Reduce -0.8% 413,106 $12.7M
Woodline Partners LP 0.08% New 400,000 $12.3M
AQR Arbitrage LLC 0.52% New 398,170 $12.3M
Heartland Advisors Inc. 0.66% Reduce -5.7% 395,000 $12.2M
Principal Financial Group Inc. 0.01% Add +2.9% 380,958 $11.8M
Victory Capital Management Inc. 0.01% Reduce -4.8% 365,436 $11.3M
Alpine Associates Management Inc. 0.64% New 342,874 $10.6M
Squarepoint Ops LLC 0.03% New 337,476 $10.4M
Nexpoint Asset Management, L.P. 1.21% Add +1846.0% 334,720 $10.3M
Royce & Associates LP 0.09% Add +3.0% 321,201 $9.9M
UBS Group AG 0.00% Add +664.9% 292,697 $9.0M
Ameriprise Financial Inc. 0.00% Add +9.2% 272,723 $8.4M
Rhumbline Advisers 0.01% Add +2.7% 262,409 $8.1M
Nuveen Asset Management, LLC 0.00% Reduce -3.9% 261,901 $8.1M
Susquehanna International Group, LLP 0.01% Add +201.6% 258,900 $8.0M
Nicola Wealth Management LTD. 0.74% No change 176,800 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +19.4% 240,419 $7.4M
AQR Capital Management 0.01% Reduce -31.5% 237,778 $7.3M
Water Island Capital LLC 0.95% New 235,572 $7.3M
Legal & General Group Plc 0.00% Add +3.5% 231,015 $7.1M
Advisors Asset Management, Inc. 0.12% Add +25.6% 217,935 $6.7M
Citigroup Inc. 0.01% Add +82.1% 217,569 $6.7M
Sei Investments Co. 0.01% Add +18.7% 217,500 $6.7M
Gabelli Funds LLC 0.05% Add +82.5% 217,150 $6.7M
PEAK6 LLC 0.24% — 201,243 $6.2M
Polar Asset Management Partners Inc. 0.12% New 200,000 $6.2M
Millennium Management 0.01% Add +174.5% 197,960 $6.1M
Public Sector Pension Investment Board 0.03% Add +17.4% 195,408 $6.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +7.0% 189,646 $5.9M
Dana Investment Advisors, Inc. 0.19% Reduce -33.3% 185,443 $5.7M
Royal Bank of Canada 0.00% Reduce -5.3% 180,814 $5.6M
Barclays PLC 0.00% Add +6.7% 176,752 $5.5M
Swiss National Bank 0.00% Add +6.7% 164,700 $5.1M
First Trust Advisors LP 0.00% Add +3.4% 161,278 $5.0M
FMR LLC 0.00% Add +612.0% 159,028 $4.9M
Balyasny Asset Management L.P. 0.01% New 158,786 $4.9M
Envestnet Asset Management Inc. 0.00% Reduce -9.6% 149,840 $4.6M
Wells Fargo & Company 0.00% Add +24.0% 147,570 $4.6M
Eversept Partners, LP 0.47% New 146,051 $4.5M
Clark Estates Inc. 0.83% New 139,140 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 139,050 $4.3M
New York State Teachers Retirement System 0.01% Reduce -7.2% 136,883 $4.2M
Moran Wealth Management, LLC 0.11% Add +4.7% 114,555 $3.5M
Alliancebernstein L.P. 0.00% No change 105,748 $3.3M
Profit Investment Management, LLC 2.52% Add +7.8% 101,685 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.6% 96,620 $3.0M
Harvest Management LLC 1.53% New 95,000 $2.9M
Mork Capital Management, LLC 1.73% No change 84,980 $2.6M
Alberta Investment Management Corp 0.02% No change 84,900 $2.6M
ClearAlpha Technologies LP 2.22% New 83,775 $2.6M
OMERS ADMINISTRATION Corp 0.02% New 81,100 $2.5M
Integrated Wealth Concepts LLC 0.03% Reduce -16.3% 81,091 $2.5M
California State Teachers Retirement System 0.00% Add +4.3% 77,925 $2.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.38% New 72,750 $2.2M
Deutsche Bank AG 0.00% Add +47.3% 72,320 $2.2M
Keeley-Teton Advisors, LLC 0.26% Reduce -13.7% 71,952 $2.2M
Norges Bank 0.00% Reduce -64.5% 70,289 $2.2M
Thrivent Financial for Lutherans 0.00% Add +18.9% 73,462 $2.1M
Rowlandmiller & Partners.adv 0.45% Reduce -10.0% 69,228 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -7.3% 64,583 $2.0M
Oxford Asset Management LLP 0.88% New 62,353 $1.9M
Creative Planning 0.00% New 59,445 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +253.3% 59,248 $1.8M
Van Eck Associates Corp. 0.00% Reduce -18.8% 59,022 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +9.7% 58,418 $1.8M
Neo Ivy Capital Management 0.36% New 58,308 $1.8M
Aviance Capital Partners, LLC 0.24% Add +37.9% 56,169 $1.7M
Cigogne Management SA 1.57% — 55,000 $1.7M
Foster & Motley Inc. 0.11% Reduce -16.9% 54,222 $1.7M
Dean Investment Associates, LLC 0.24% Add +30.7% 53,773 $1.7M
Burren Capital Advisors Ltd 9.89% — 53,768 $1.7M
Prudential Financial Inc. 0.00% Reduce -71.6% 80,624 $1.6M
Public Employees Retirement System of Ohio 0.01% Add +1.0% 48,909 $1.5M
MetLife Investment Management, LLC 0.01% Add +5.0% 48,658 $1.5M
Amundi 0.00% Add +103.7% 47,230 $1.5M
Virtu Financial LLC 0.07% New 45,821 $1.4M
Credit Industriel Et Commercial 0.50% — 45,000 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 44,839 $1.4M
State of Alaska, Department of Revenue 0.02% Reduce -0.6% 44,501 $1.4M
Bardin Hill Management Partners LP 0.77% New 44,226 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.3% 43,734 $1.3M
Guggenheim Capital LLC 0.01% Add +137.3% 42,989 $1.3M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 41,933 $1.3M
Quinn Opportunity Partners LLC 0.09% New 40,000 $1.2M
Janus Henderson Group PLC 0.00% No change 39,547 $1.2M
Wesbanco Bank Inc. 0.04% No change 38,536 $1.2M
Louisiana State Employees Retirement System 0.02% No change 37,900 $1.2M
Janney Montgomery Scott LLC 0.00% New 36,331 $1.1M
Dean Capital Management 0.48% Add +13.4% 36,241 $1.1M
Exchange Traded Concepts, LLC 0.02% Add +2.6% 36,159 $1.1M
Bayesian Capital Management, LP 0.14% New 36,158 $1.1M
Intech Investment Management LLC 0.01% Add +46.8% 36,005 $1.1M
Comerica Bank 0.00% Reduce -7.1% 35,983 $1.1M
ProShare Advisors LLC 0.00% Add +86.0% 34,464 $1.1M
Dakota Wealth Management 0.02% New 33,427 $1.0M
D. E. Shaw & Co. 0.00% Reduce -81.8% 32,953 $1.0M
US Bancorp \de 0.00% Add +1.6% 32,767 $1.0M
SummerHaven Investment Management, LLC 0.62% No change 32,555 $1.0M
Numerai GP LLC 0.27% Add +86.1% 31,800 $981K
STRS Ohio 0.00% Reduce -16.0% 31,400 $969K
Mission Wealth Management, LP 0.02% Reduce -11.6% 31,196 $963K
Yousif Capital Management, LLC 0.01% Reduce -2.0% 30,273 $934K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 29,630 $914K
Teachers Retirement System of the State of Kentucky 0.01% No change 29,596 $913K
Illinois Municipal Retirement Fund 0.01% Reduce -36.6% 28,358 $875K
Maryland State Retirement & Pension System 0.02% No change 26,491 $818K
Nicholas Hoffman & Company, LLC. 0.03% Add +22.4% 26,429 $816K
New York State Common Retirement Fund 0.00% Reduce -4.4% 26,105 $806K
Stifel Financial Corp. 0.00% Reduce -17.1% 25,549 $788K
Handelsbanken Fonder AB 0.00% Add +25.6% 25,500 $787K
Wolverine Asset Management LLC 0.06% New 25,436 $785K
State Board of Administration of Florida Retirement System 0.00% Reduce -55.6% 25,119 $775K
Holocene Advisors, LP 0.00% Reduce -51.9% 24,715 $763K
Arizona State Retirement System 0.00% Add +6.8% 24,279 $749K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.6% 23,927 $738K
Voya Investment Management LLC 0.00% Reduce -30.9% 23,903 $738K
SG Americas Securities, LLC 0.00% Reduce -25.6% 23,394 $722K
Amalgamated Bank 0.01% Reduce -0.9% 23,079 $712K
BCK Capital Management LP 0.51% New 23,000 $710K
Legato Capital Management LLC 0.09% Add +41.5% 22,789 $703K
Abundance Wealth Counselors 0.15% Reduce -22.4% 22,422 $692K
Sound Income Strategies, LLC 0.04% Reduce -96.4% 22,300 $688K
Prelude Capital Management, LLC 0.06% New 22,185 $685K
State of Tennessee, Department of Treasury 0.00% Reduce -4.2% 20,701 $639K
BNP Paribas Financial Markets 0.00% Reduce -38.5% 20,458 $631K
Nisa Investment Advisors, LLC 0.00% Reduce -40.6% 18,634 $575K
Vise Technologies, Inc. 0.05% Add +20.4% 18,584 $574K
Oregon Public Employees Retirement Fund 0.01% No change 18,425 $569K
LPL Financial LLC 0.00% Add +8.1% 18,402 $568K
Mairs & Power Inc. 0.01% Reduce -40.5% 17,150 $529K
Mariner, LLC 0.00% New 16,847 $520K
KLP Kapitalforvaltning As 0.00% — 16,800 $518K
Police & Firemen's Retirement System of New Jersey 0.01% — 16,745 $517K
Steel Grove Capital Advisors, LLC 0.07% Reduce -75.7% 16,608 $513K
Investors Research Corp 0.11% Add +18.0% 16,525 $510K
Citadel Advisors 0.00% Reduce -93.5% 16,332 $504K
Jane Street Group, LLC 0.00% Reduce -88.4% 16,208 $500K
WINTON GROUP Ltd 0.03% Reduce -57.7% 16,205 $500K
EMC Capital Management 0.28% Add +600.7% 16,053 $495K
Keynote Financial Services LLC 0.37% Reduce -18.3% 15,635 $482K
RBF Capital, LLC 0.03% No change 19,893 $480K
State of Wyoming 0.06% Add +16.1% 14,972 $462K
Baird Financial Group, Inc. 0.00% Reduce -9.4% 14,862 $459K
1620 Investment Advisors, Inc. 0.34% New 14,261 $440K
HighTower Advisors, LLC 0.00% Reduce -4.4% 12,737 $393K
Westchester Capital Management, LLC 0.02% New 12,600 $389K
Bfsg, LLC 0.04% Reduce -1.4% 12,075 $373K
Values First Advisors, Inc. 0.20% Add +2.9% 11,961 $369K
Mutual of America Capital Management LLC 0.00% Add +0.7% 11,884 $367K
Syon Capital LLC 0.03% New 11,869 $366K
PenderFund Capital Management Ltd. 0.16% New 8,200 $364K
HRT Financial LP 0.00% Reduce -85.6% 11,742 $362K
Bank of Montreal 0.00% Add +12.4% 11,329 $350K
Atria Investments, Inc 0.00% Add +9.9% 11,121 $343K
Rockefeller Capital Management L.P. 0.00% Add +9.5% 10,987 $339K
Townsquare Capital LLC 0.00% New 10,664 $329K
Natixis Advisors, LLC 0.00% New 10,663 $329K
Pictet Asset Management Holding SA 0.00% No change 10,490 $324K
Pathstone Holdings, LLC 0.00% New 10,419 $322K
Cambria Investment Management, L.P. 0.02% Add +2.3% 10,287 $317K
Ieq Capital, LLC 0.00% New 10,224 $316K
Gallagher Fiduciary Advisors, LLC 0.06% New 10,078 $311K
Shufro Rose & Co. LLC 0.02% No change 10,000 $309K
Public Employees Retirement Association of Colorado 0.00% Reduce -1.7% 9,669 $298K
Two Sigma Investments, LP 0.00% Reduce -34.6% 9,648 $298K
Vanguard Personalized Indexing Management, LLC 0.00% New 9,395 $290K
Aquatic Capital Management LLC 0.01% Reduce -91.5% 9,354 $289K
Allworth Financial LP 0.00% Reduce -4.2% 9,257 $286K
LMG Wealth Partners, LLC 0.06% New 9,190 $284K
Franklin Resources Inc. 0.00% New 8,639 $267K
Sanctuary Advisors, LLC 0.00% Reduce -66.5% 8,586 $266K
Tritonpoint Wealth, LLC 0.02% New 8,551 $264K
CSS LLC 0.05% New 8,500 $262K
Choreo, LLC 0.00% New 8,333 $257K
CIBC Asset Management Inc 0.00% New 8,293 $256K
Ameritas Investment Partners, Inc. 0.01% Add +4.6% 8,242 $254K
Two Sigma Securities, LLC 0.05% Reduce -16.3% 8,100 $250K
State of Wisconsin Investment Board 0.00% New 8,079 $249K
Supplemental Annuity Collective Trust of NJ 0.07% New 8,000 $247K
PNC Financial Services Group, Inc. 0.00% Add +15.0% 7,999 $247K
Trust Co 0.03% Reduce -48.7% 7,900 $244K
Shell Asset Management Co. 0.01% No change 7,877 $243K
Vestcor Inc 0.01% New 7,626 $235K
Cibc World Markets Corp. 0.00% New 7,372 $228K
&partners 0.00% New 7,152 $220K
Kestra Investment Management, LLC 0.01% New 7,043 $217K
SageView Advisory Group, LLC 0.01% New 7,000 $216K
Entropy Technologies, LP 0.02% New 6,726 $208K
AXA S.A. 0.00% New 6,532 $202K
Walleye Trading LLC 0.00% Reduce -42.1% 6,000 $185K
Jones Financial Companies LLLP 0.00% No change 5,382 $166K
Steward Partners Investment Advisory, LLC 0.00% Add +591.5% 5,186 $160K
Central Pacific Bank - Trust Division 0.02% Reduce -28.6% 5,000 $154K
Truvestments Capital LLC 0.04% Add +0.2% 4,974 $153K
New Wave Wealth Advisors LLC 0.06% New 4,927 $152K
KBC Group NV 0.00% Add +62.4% 4,477 $138K
Simplex Trading, LLC 0.00% New 4,363 $134K
Spire Wealth Management 0.00% Add +11.2% 4,160 $128K
Osaic Holdings, Inc. 0.00% Add +1.2% 4,015 $124K
Sit Investment Associates Inc. 0.00% Reduce -84.0% 4,000 $123K
Tower Research Capital LLC (TRC) 0.00% Reduce -42.7% 3,874 $120K
Caitong International Asset Management Co., Ltd 0.11% — 3,750 $116K
Cwm, LLC 0.00% Add +103.9% 2,871 $89K
Longfellow Investment Management Co. LLC 0.02% New 2,406 $74K
Anchor Investment Management, LLC 0.01% No change 2,350 $73K
Islay Capital Management, LLC 0.05% New 2,179 $67K
Sterling Capital Management LLC 0.00% Add +779.7% 2,041 $63K
Blue Trust, Inc. 0.00% Reduce -17.3% 1,919 $59K
Quadrant Capital Group LLC 0.00% Add +501.6% 1,883 $58K
MAI Capital Management 0.00% New 1,674 $52K
Hexagon Capital Partners LLC 0.01% Add +21.8% 1,609 $50K
GAMMA Investing LLC 0.00% Add +103.0% 1,340 $41K
Nomura Asset Management Co. Ltd. 0.00% No change 1,300 $40K
LRI Investments, LLC 0.00% No change 1,262 $39K
Huntington National Bank 0.00% Add +54.0% 1,115 $34K
Farther Finance Advisors, LLC 0.00% Reduce -17.0% 893 $28K
Harbour Investments, Inc. 0.00% New 850 $26K
Mascoma Wealth Management LLC 0.01% No change 824 $25K
NewEdge Advisors, LLC 0.00% Reduce -19.6% 804 $25K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +5.7% 742 $23K
Signaturefd, LLC 0.00% Add +693.5% 738 $23K
Walleye Capital LLC 0.00% Reduce -98.4% 732 $23K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2436.0% 634 $20K
Arax Advisory Partners 0.00% Reduce -5.5% 587 $18K
Lindbrook Capital, LLC 0.00% Add +101.8% 567 $17K
Bank & Trust Co 0.01% No change 512 $16K
Vermillion Wealth Management, Inc. 0.01% — 500 $15K
Harbor Capital Advisors, Inc. 0.00% Add +12.1% 483 $15K
Covestor Ltd 0.01% Reduce -3.3% 465 $14K
National Bank of Canada 0.00% Reduce -65.8% 408 $13K
North Star Investment Management Corp. 0.00% Add +5.3% 400 $12K
Wilmington Savings Fund Society, FSB 0.00% Reduce -87.1% 382 $12K
Sunbelt Securities, Inc. 0.00% Add +1.3% 379 $12K
CIBC Private Wealth Group LLC 0.00% New 376 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 366 $11K
Summit Securities Group LLC 0.00% New 362 $11K
Bessemer Group Inc. 0.00% Add +49.6% 347 $11K
Fourth Dimension Wealth, LLC 0.00% — 300 $9K
Global Retirement Partners, LLC 0.00% Add +24.6% 279 $9K
Rosenberg Matthew Hamilton 0.00% No change 265 $8K
Parallel Advisors, LLC 0.00% Add +2200.0% 253 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 250 $8K
UMB Bank, n.a. 0.00% Add +500.0% 234 $7K
Principal Securities, Inc. 0.00% Add +16.9% 228 $7K
Versant Capital Management, Inc 0.00% Add +209.1% 204 $6K
Valley Wealth Managers, Inc. 0.00% No change 202 $6K
Private Wealth Management Group, LLC 0.00% Add +944.4% 188 $6K
Smartleaf Asset Management LLC 0.00% Add +31.7% 187 $6K
Bell Investment Advisors, Inc 0.00% Add +37.8% 175 $5K
IFP Advisors, Inc 0.00% Add +140.6% 166 $5K
Continuum Advisory, LLC 0.00% Reduce -39.2% 155 $5K
SBI Securities Co., Ltd. 0.00% — 133 $4K
Fifth Third Bancorp 0.00% Add +167.3% 131 $4K
TD Waterhouse Canada Inc. 0.00% No change 120 $4K
Rothschild Investment LLC 0.00% Add +200.0% 120 $4K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -95.0% 118 $4K
First Horizon Advisors, Inc. 0.00% Add +69.6% 117 $4K
Manchester Capital Management LLC 0.00% Add +1055.6% 104 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $3K
Danske Bank A/S 0.00% Reduce -92.3% 100 $3K
Capital Advisors, Ltd. LLC 0.00% New 96 $3K
Smithfield Trust Co 0.00% No change 80 $3K
Farmers & Merchants Investments Inc. 0.00% No change 40 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.2% 31 $957
Whittier Trust Co. 0.00% No change 25 $771
Physician Wealth Advisors, Inc. 0.00% New 23 $710
Harbor Investment Advisory, LLC 0.00% No change 22 $679
MassMutual Private Wealth & Trust, FSB 0.00% New 19 $586
DiNuzzo Private Wealth, Inc. 0.00% Reduce -36.8% 12 $371
WealthCollab, LLC 0.00% No change 10 $309
Avior Wealth Management, LLC 0.00% No change 10 $308
Larson Financial Group LLC 0.00% No change 6 $185
Lanark Financial, Inc. 0.01% — 3 $108
Parkworth Wealth Management, Inc. 0.00% — 3 $93
JFS Wealth Advisors, LLC 0.00% Reduce -97.7% 3 $93
SJS Investment Consulting Inc. 0.00% Reduce -83.3% 3 $93
Hemington Wealth Management 0.00% Reduce -10.7% 25 $0

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