Current Market Value 1,055,560,937
Current Holdings 191
Most Recent File Date 2025-07-25
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Means Investment Co., 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)
2025-07-25 2025-06-30 13F-HR 191 1,055,561
2025-04-21 2025-03-31 13F-HR 191 941,674
2025-01-24 2024-12-31 13F-HR 205 960,682
2024-10-18 2024-09-30 13F-HR 204 900,115
2024-07-19 2024-06-30 13F-HR 191 836,482
2024-04-17 2024-03-31 13F-HR 197 773,072
2024-01-25 2023-12-31 13F-HR 192 693,945
2023-10-25 2023-09-30 13F-HR 193 610,749
2023-07-31 2023-06-30 13F-HR 196 631,881
2023-05-08 2023-03-31 13F-HR 192 569,275
2023-01-27 2022-12-31 13F-HR 193 498,938
2022-10-17 2022-09-30 13F-HR 190 460,930
2022-07-21 2022-06-30 13F-HR 191 471,751
2022-04-26 2022-03-31 13F-HR 192 552,375
2022-02-14 2021-12-31 13F-HR 212 566,318
2021-11-12 2021-09-30 13F-HR 202 506,412
2021-08-10 2021-06-30 13F-HR 208 500,120
2021-04-05 2021-03-31 13F-HR 190 439,471
2021-02-12 2020-12-31 13F-HR 187 438,636
2020-11-09 2020-09-30 13F-HR 157 363,899
2020-08-13 2020-06-30 13F-HR 151 319,150
2020-04-23 2020-03-31 13F-HR 141 258,435
2020-01-21 2019-12-31 13F-HR 149 298,423
2019-11-05 2019-09-30 13F-HR 137 264,874
2019-08-07 2019-06-30 13F-HR 134 243,803
2019-04-16 2019-03-31 13F-HR 135 227,659
2019-04-16 2018-12-31 13F-HR 130 180,646