M.D. Sass, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,530,144
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 39 | 1,530,144 | 13F-HR | M.D. Sass, LLC |
| Q1 2026 | 5/14/2026 | 36 | 1,319,173 | 13F-HR | M.D. Sass, LLC |
| Q4 2025 | 2/10/2026 | 35 | 1,268,767 | 13F-HR | M.D. Sass, LLC |
| Q3 2025 | 11/5/2025 | 35 | 1,227,145 | 13F-HR | M.D. Sass, LLC |
| Q2 2025 | 8/13/2025 | 35 | 1,242,358 | 13F-HR | M.D. Sass, LLC |
| Q1 2014 | 5/14/2014 | 53 | 1,552,508 | 13F-HR | MD SASS INVESTORS SERVICES INC |
| Q4 2013 | 2/13/2014 | 46 | 1,408,968 | 13F-HR | MD SASS INVESTORS SERVICES INC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
20.14 K
(1.3% of total reported value)
· QoQ Δ:
+20.14 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.489 M | 98.6% | 189.3 K | 0 | 189.3 K |
| ETFs | 20.93 K | 1.4% | 1.529 K | 0 | 1.529 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,530,144
Holdings
39
QoQ value change ($000)
210,971
(16.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.