Current Market Value 1,242,357,913
Current Holdings 35
Most Recent File Date 2025-08-13
Total Filings on Record 56
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Md Sass Investors Services Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 35 1,242,358
2025-05-09 2025-03-31 13F-HR 32 1,136,135
2025-02-11 2024-12-31 13F-HR 34 1,329,157
2024-11-13 2024-09-30 13F-HR 36 1,350,926
2024-08-13 2024-06-30 13F-HR 33 1,392,163
2024-05-15 2024-03-31 13F-HR 34 886,712
2024-02-14 2023-12-31 13F-HR 31 831,573
2023-11-14 2023-09-30 13F-HR 32 743,865
2023-08-10 2023-06-30 13F-HR 30 753,973
2023-05-15 2023-03-31 13F-HR 33 802,168
2023-02-13 2022-12-31 13F-HR 28 680,531
2022-11-15 2022-09-30 13F-HR 31 545,406
2022-08-15 2022-06-30 13F-HR 29 529,237
2022-05-12 2022-03-31 13F-HR 31 584,339
2022-02-03 2021-12-31 13F-HR 32 643,618
2021-11-15 2021-09-30 13F-HR 32 587,827
2021-08-19 2021-06-30 13F-HR 35 604,972
2021-05-17 2021-03-31 13F-HR 35 568,248
2021-02-16 2020-12-31 13F-HR 33 466,785
2021-02-03 2020-09-30 13F-HR 33 403,259
2020-08-10 2020-06-30 13F-HR 33 376,899
2020-05-06 2020-03-31 13F-HR 36 275,363
2020-01-30 2019-12-31 13F-HR 48 422,600
2020-01-30 2019-09-30 13F-HR/A 1 R 53 423,659
2019-11-14 2019-09-30 13F-HR 53 423,659
2020-01-30 2019-06-30 13F-HR/A 1 R 54 432,064
2019-08-13 2019-06-30 13F-HR 54 432,064
2020-01-30 2019-03-31 13F-HR/A 1 R 53 627,598
2019-05-15 2019-03-31 13F-HR 53 627,598
2020-01-30 2018-12-31 13F-HR/A 1 R 49 588,873
2019-02-11 2018-12-31 13F-HR 49 588,873
2020-01-30 2018-09-30 13F-HR/A 1 R 47 757,975
2018-11-14 2018-09-30 13F-HR 47 757,975
2020-01-30 2018-06-30 13F-HR/A 1 R 44 794,332
2018-08-14 2018-06-30 13F-HR 44 794,332
2020-01-30 2018-03-31 13F-HR/A 1 R 42 858,874
2018-05-14 2018-03-31 13F-HR 42 858,874
2018-02-13 2017-12-31 13F-HR 47 1,118,038
2017-11-13 2017-09-30 13F-HR 52 1,193,766
2017-08-11 2017-06-30 13F-HR 51 1,529,514
2017-05-12 2017-03-31 13F-HR 52 1,921,456
2017-02-13 2016-12-31 13F-HR 53 1,775,931
2016-11-10 2016-09-30 13F-HR 51 1,770,896
2016-08-11 2016-06-30 13F-HR 53 2,044,202
2016-05-13 2016-03-31 13F-HR 53 1,866,175
2016-02-12 2015-12-31 13F-HR 58 1,828,281
2015-11-13 2015-09-30 13F-HR 64 1,814,071
2015-08-13 2015-06-30 13F-HR 61 2,008,557
2015-05-14 2015-03-31 13F-HR 57 1,968,386
2015-02-13 2014-12-31 13F-HR 56 1,620,606
2014-11-13 2014-09-30 13F-HR 59 1,720,411
2014-08-13 2014-06-30 13F-HR 54 1,684,753
2014-05-14 2014-03-31 13F-HR 53 1,552,508
2014-02-13 2013-12-31 13F-HR 46 1,408,968
2013-11-12 2013-09-30 13F-HR 40 1,267,801
2013-08-08 2013-06-30 13F-HR 52 1,217,608