Current Market Value 167,211,677
Current Holdings 109
Most Recent File Date 2025-08-01
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Pettee Investors, 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)
2025-08-01 2025-06-30 13F-HR 109 167,212
2025-05-02 2025-03-31 13F-HR 110 167,850
2025-02-07 2024-12-31 13F-HR 115 196,931
2024-11-05 2024-09-30 13F-HR 118 205,412
2024-08-02 2024-06-30 13F-HR 116 207,387
2024-05-09 2024-03-31 13F-HR 117 236,273
2024-02-07 2023-12-31 13F-HR 122 226,370
2023-10-20 2023-09-30 13F-HR 121 210,434
2023-08-08 2023-06-30 13F-HR 122 221,036
2023-05-05 2023-03-31 13F-HR 120 208,724
2023-01-25 2022-12-31 13F-HR 116 204
2022-11-09 2022-09-30 13F-HR 115 186,042
2022-07-25 2022-06-30 13F-HR 116 201,033
2022-05-16 2022-03-31 13F-HR 122 227,460
2022-02-11 2021-12-31 13F-HR 123 238,802
2021-11-02 2021-09-30 13F-HR 123 214,774
2021-08-02 2021-06-30 13F-HR 124 212,786
2021-05-03 2021-03-31 13F-HR 125 207,092
2021-02-08 2020-12-31 13F-HR 121 188,664
2020-11-12 2020-09-30 13F-HR 116 172,871
2020-08-04 2020-06-30 13F-HR 110 161,579
2020-05-12 2020-03-31 13F-HR 105 138,887
2020-02-14 2019-12-31 13F-HR 115 175,021
2019-10-30 2019-09-30 13F-HR 115 159,275
2019-08-07 2019-06-30 13F-HR 115 157,483
2019-04-26 2019-03-31 13F-HR 114 158,499
2019-02-06 2018-12-31 13F-HR 106 141,046
2018-11-02 2018-09-30 13F-HR 114 169,348
2018-08-15 2018-06-30 13F-HR 113 158,669
2018-05-01 2018-03-31 13F-HR 116 161,421
2018-02-06 2017-12-31 13F-HR 117 164,794
2017-11-02 2017-09-30 13F-HR 114 154,785
2017-08-01 2017-06-30 13F-HR 63 112,640
2017-05-08 2017-03-31 13F-HR 64 110,656
2017-02-01 2016-12-31 13F-HR 61 105,082
2016-11-02 2016-09-30 13F-HR 63 103,393
2016-08-01 2016-06-30 13F-HR 63 103,344
2016-05-11 2016-03-31 13F-HR 61 96,843
2016-02-05 2015-12-31 13F-HR 63 103,953
2015-11-02 2015-09-30 13F-HR 60 95,577
2015-08-05 2015-06-30 13F-HR 60 102,788
2015-05-26 2015-03-31 13F-HR 59 103,106
2015-02-04 2014-12-31 13F-HR 0 0
2014-11-10 2014-09-30 13F-HR 58 101,793
2014-08-11 2014-06-30 13F-HR 56 110,001
2014-05-01 2014-03-31 13F-HR 56 106,408
2014-02-10 2013-12-31 13F-HR 56 106,415