Stock ownership · SEC 13F · Q1 2025

PATTERSON COS INC COM

A breakdown of PATTERSON COS INC COM's institutional base (CUSIP 703395103): the holders, the concentration among them, and what changed last quarter.

$8.6M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$8.6M of PATTERSON COS INC COM is reported by 3 institutions as of Q1 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$8.6M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 703395103 · Q1 2025 $9M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $8.6M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - PATTERSON COS INC COM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of PATTERSON COS INC COM
  1. 1
    RHUMBLINE ADVISERS $7.4M
  2. 2
    STRS OHIO $981K
  3. 3
    JONES FINANCIAL COMPANIES LLLP $175K

Top 3 reported holders by value · Q1 2025

Institutional ownership over time

The number of institutions reporting a PATTERSON COS INC COM position has risen from 1 to 3 over the last 5 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25 3
Distinct 13F filers holding PATTERSON COS INC COM, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 RHUMBLINE ADVISERS 237,883 $7.4M 86.5%
2 STRS OHIO 31,400 $981K 11.4%
3 JONES FINANCIAL COMPANIES LLLP 5,597 $175K 2.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PATTERSON COS INC COM's reported holders for Q1 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q1 2025

New positions (3)

RHUMBLINE ADVISERS $7.4M
STRS OHIO $981K
JONES FINANCIAL COMPANIES LLLP $175K

Complete exits (4)

Polar Asset Management Partners Inc. exited
Universal- Beteiligungs- und Servicegesellschaft mbH exited
CREDIT INDUSTRIEL ET COMMERCIAL exited
SHUFRO ROSE & CO LLC exited

Frequently Asked Questions

How many institutions hold PATTERSON COS INC COM?▼
PATTERSON COS INC COM is held by 3 institutional investors per the latest SEC Form 13F filings as of Q1 2025.
What is the total institutional value of PATTERSON COS INC COM?▼
Institutions report $8.6M of PATTERSON COS INC COM as of Q1 2025.
How concentrated is ownership of PATTERSON COS INC COM?▼
The top five institutional holders account for 100% of the reported institutional value in PATTERSON COS INC COM, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of PATTERSON COS INC COM?▼
RHUMBLINE ADVISERS is the largest reported holder of PATTERSON COS INC COM with $7.4M across 237,883 shares as of Q1 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.