Patterson Companies Ownership | Who Owns Patterson Companies?


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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 5.73% of its assets in Patterson Companies shares.

PDCO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPatterson Companies83.97%1.08%14.96%
SectorHealthcare Stocks 88.01%8.90%3.09%
IndustryMedical Distribution Stocks68.88%9.02%22.11%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock12.88M13.85%$310.67M
Vanguard group9.42M10.13%$227.22M
Dimensional fund advisors lp3.92M4.21%$94.44M
State street3.23M3.47%$77.85M
Bank of america corp /de/2.28M2.45%$55.02M
Morgan stanley2.21M2.38%$53.42M
River road asset management1.92M2.06%$46.29M
Geode capital management1.91M2.06%$46.10M
Allspring global investments1.69M1.91%$51.94M
Brown advisory1.59M1.71%$38.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sasco capital inc / ct/885.88K3.02%$21.37M
Profit investment management101.69K2.52%$3.14M
Goodman financial456.31K2.45%$11.01M
Private management group1.43M1.33%$34.53M
Equity investment1.57M0.97%$37.94M
Hussman strategic advisors105.00K0.70%$2.53M
Dean capital management22.14K0.69%$534.14K
River road asset management1.92M0.66%$46.29M
Mork capital management34.98K0.66%$843.72K
Summerhaven investment management32.55K0.62%$1.00M

Top Buyers

HolderShares% AssetsChange
Equity investment1.57M0.97%1.57M
Private management group1.43M1.33%1.04M
Norges bank999.46K0.00%999.46K
Bank of america corp /de/2.28M0.00%605.65K
Lsv asset management1.39M0.07%515.30K

Top Sellers

HolderShares% AssetsChange
Nordea investment management ab572.84K0.02%-1.04M
Manufacturers life insurance company, the44.80K0.00%-785.25K
Blackrock12.88M0.01%-720.19K
Macquarie group961.27K0.03%-699.15K
River road asset management1.92M0.66%-636.96K

New Positions

HolderShares% AssetsChangeValue
Equity investment1.57M0.97%1.57M$37.94M
Norges bank999.46K0.00%999.46K$24.11M
Millennium management80.00K0.00%80.00K$1.93M
Neo ivy capital management73.68K0.35%73.68K$1.78M
Green square capital advisors69.73K0.23%69.73K$1.68M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024286-12.80%73,996,462-1.23%831.16%137-16.46%94-12.15%
Jun 30, 20243257.62%74,911,384-0.01%801.22%16224.62%106-10.92%
Mar 31, 2024302-5.92%74,919,006-2.03%811.18%130-7.14%119-6.30%
Dec 31, 20233211.90%76,473,8561.23%831.31%1400.72%1274.10%
Sep 30, 2023315-5.69%75,541,949-1.43%791.24%139-16.77%1227.02%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.05M5.73%-16.93K
Vanguard Total Stock Mkt Idx Inv2.50M2.83%3.33K
iShares Russell 2000 ETF2.11M2.40%-8.13K
Vanguard Small Cap Index2.02M2.29%15.86K
Allspring Special Small Cap Value A1.38M1.56%-458.80K
Vanguard Small Cap Value Index Inv1.34M1.52%-9.53K
Avantis US Small Cap Value ETF1.20M1.36%-
Vanguard Institutional Extnd Mkt Idx Tr1.19M1.35%23.66K
Brown Advisory Small-Cap Fdmtl Val Inv935.74K1.06%-
Schwab Fundamental U.S. Small CompanyETF908.72K1.03%1.95K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 09, 2024Zurbay Donald President & CEOSell$45.28K
Jul 16, 2024Zurbay Donald President & CEOSell$180.33K
Jul 03, 2024Zurbay Donald President & CEOSell$139.32K
Jul 03, 2024KORSH LES B CLO & Corporate SecretarySell$67.40K
Jul 03, 2024BARRY KEVIN MICHAEL CFOSell$28.85K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3-5
2024 Q2--
2024 Q1--
2023 Q4-4

PDCO Ownership FAQ


Who Owns Patterson Companies?

Patterson Companies shareholders are primarily institutional investors at 83.97%, followed by 1.08% insiders and 14.95% retail investors. The average institutional ownership in Patterson Companies's industry, Medical Distribution Stocks, is 68.88%, which Patterson Companies exceeds.

Who owns the most shares of Patterson Companies?

Patterson Companies’s largest shareholders are Blackrock (12.88M shares, 13.85%), Vanguard group (9.42M shares, 10.13%), and Dimensional fund advisors lp (3.92M shares, 4.21%). Together, they hold 28.20% of Patterson Companies’s total shares outstanding.

Does Blackrock own Patterson Companies?

Yes, BlackRock owns 13.85% of Patterson Companies, totaling 12.88M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 310.67M$. In the last quarter, BlackRock decreased its holdings by -720K shares, a -5.30% change.

Who is Patterson Companies’s biggest shareholder by percentage of total assets invested?

Sasco capital inc / ct/ is Patterson Companies’s biggest shareholder by percentage of total assets invested, with 3.02% of its assets in 885.88K Patterson Companies shares, valued at 21.37M$.

Who is the top mutual fund holder of Patterson Companies shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Patterson Companies shares, with 5.73% of its total shares outstanding invested in 5.05M Patterson Companies shares.

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