MARIETTA INVESTMENT PARTNERS LLC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 581,685
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/12/2026 | 170 | 581,685 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q1 2026 | 4/28/2026 | 161 | 499,444 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q4 2025 | 2/10/2026 | 162 | 503,687 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q3 2025 | 11/12/2025 | 167 | 518,730 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q2 2025 | 8/12/2025 | 155 | 456,766 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q2 2014 | 8/11/2014 | 113 | 241,476 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q1 2014 | 5/9/2014 | 122 | 258,473 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
| Q4 2013 | 2/7/2014 | 132 | 275,051 | 13F-HR | MARIETTA INVESTMENT PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 571.9 K | 98.3% | 80.08 K | 0 | 80.08 K |
| ETFs | 9.8 K | 1.7% | 2.148 K | 0 | 2.148 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
581,685
Holdings
170
QoQ value change ($000)
82,241
(16.5%)
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.