Patterson Companies Ownership | Who Owns Patterson Companies?
Patterson Companies Ownership Summary
Patterson Companies is owned by 83.97% institutional investors, 1.08% insiders, and 14.96% retail investors. Blackrock is the largest institutional shareholder, holding 13.85% of PDCO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.75% of its assets in Patterson Companies shares.
PDCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Patterson Companies | 83.97% | 1.08% | 14.96% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Distribution Stocks | 68.88% | 8.99% | 22.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 12.88M | 13.85% | $310.67M |
| Vanguard group | 9.42M | 10.13% | $227.22M |
| Dimensional fund advisors lp | 3.92M | 4.21% | $94.44M |
| State street | 3.23M | 3.47% | $77.85M |
| Bank of america corp /de/ | 2.28M | 2.45% | $55.02M |
| Morgan stanley | 2.21M | 2.38% | $53.42M |
| Allspring global investments | 1.93M | 2.07% | $46.45M |
| River road asset management | 1.92M | 2.06% | $46.29M |
| Geode capital management | 1.91M | 2.06% | $46.10M |
| Nordea investment management ab | 1.66M | 1.79% | $39.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sasco capital inc / ct/ | 885.88K | 3.02% | $21.37M |
| Goodman financial | 456.31K | 2.45% | $11.01M |
| Profit investment management | 144.75K | 2.19% | $3.49M |
| Private management group | 1.43M | 1.33% | $34.53M |
| Sound income strategies | 667.87K | 1.01% | $16.11M |
| Equity investment | 1.57M | 0.97% | $37.94M |
| Hussman strategic advisors | 105.00K | 0.70% | $2.53M |
| Dean capital management | 22.14K | 0.69% | $534.14K |
| River road asset management | 1.92M | 0.66% | $46.29M |
| Mork capital management | 34.98K | 0.66% | $843.72K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Equity investment | 1.57M | 0.97% | 1.57M |
| Private management group | 1.43M | 1.33% | 1.04M |
| Norges bank | 999.46K | 0.00% | 999.46K |
| Bank of america corp /de/ | 2.28M | 0.00% | 605.65K |
| Lsv asset management | 1.39M | 0.07% | 515.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | 44.80K | 0.00% | -785.25K |
| Blackrock | 12.88M | 0.01% | -720.19K |
| Macquarie group | 961.27K | 0.03% | -699.15K |
| River road asset management | 1.92M | 0.66% | -636.96K |
| Vanguard group | 9.42M | 0.00% | -597.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Equity investment | 1.57M | 0.97% | 1.57M | $37.94M |
| Norges bank | 999.46K | 0.00% | 999.46K | $24.11M |
| Millennium management | 80.00K | 0.00% | 80.00K | $1.93M |
| Neo ivy capital management | 73.68K | 0.35% | 73.68K | $1.78M |
| Green square capital advisors | 69.73K | 0.23% | 69.73K | $1.68M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -2.00 |
| Parkside financial bank & trust | -8.00 |
| Prestige wealth management group | -11.00 |
| Concourse financial group securities | -13.00 |
| Lazard asset management | -44.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 286 | -12.80% | 73,996,462 | -1.23% | 83 | 1.16% | 137 | -16.46% | 94 | -12.15% |
| Jun 30, 2024 | 325 | 7.62% | 74,911,384 | -0.01% | 80 | 1.22% | 162 | 24.62% | 106 | -10.92% |
| Mar 31, 2024 | 302 | -5.92% | 74,919,006 | -2.03% | 81 | 1.18% | 130 | -7.14% | 119 | -6.30% |
| Dec 31, 2023 | 321 | 1.90% | 76,473,856 | 1.23% | 83 | 1.31% | 140 | 0.72% | 127 | 4.10% |
| Sep 30, 2023 | 315 | -5.69% | 75,541,949 | -1.43% | 79 | 1.24% | 139 | -16.77% | 122 | 7.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.07M | 5.75% | 2.63K |
| Vanguard Total Stock Mkt Idx Inv | 2.51M | 2.85% | -20.19K |
| iShares Russell 2000 ETF | 2.24M | 2.54% | -4.68K |
| Vanguard Small Cap Index | 1.99M | 2.26% | 3.90K |
| Allspring Special Small Cap Value A | 1.83M | 2.08% | 62.40K |
| Vanguard Small Cap Value Index Inv | 1.34M | 1.52% | -464.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.16M | 1.32% | -3.29K |
| Avantis US Small Cap Value ETF | 1.14M | 1.29% | 5.97K |
| Brown Advisory Small-Cap Fdmtl Val Inv | 935.74K | 1.06% | -8.21K |
| Fidelity Small Cap Index | 824.73K | 0.94% | -18.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2024 | Zurbay Donald | President & CEO | Sell | $45.28K |
| Jul 16, 2024 | Zurbay Donald | President & CEO | Sell | $180.33K |
| Jul 03, 2024 | Zurbay Donald | President & CEO | Sell | $139.32K |
| Jul 03, 2024 | KORSH LES B | CLO & Corporate Secretary | Sell | $67.40K |
| Jul 03, 2024 | BARRY KEVIN MICHAEL | CFO | Sell | $28.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 4 |
PDCO Ownership FAQ
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