13F Filings History of Pettee Investors, Inc.

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$178,315,987
Signature - Title
Sheila Pettee - President & Chief Compliance Officer
Location
Rowayton, CT
Summary
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. Pettee Investors, Inc. reported 111 stock holdings with total value $178,315,987 as of Q4 2025. Top holdings included JPM, MSFT, JNJ, AAPL, and HOMZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $178,315,987 +$4,115,334 -$9,847,039 -$5,731,705 JPM, MSFT, JNJ, AAPL, HOMZ 13F-HR 02 Feb 2026, 12:59
Q3 2025 108 $181,692,106 +$12,050,985 -$12,397,178 -$346,193 JPM, MSFT, JNJ, AAPL, HOMZ 13F-HR 04 Nov 2025, 15:33
Q2 2025 109 $167,211,677 +$6,113,339 -$13,468,104 -$7,354,765 JPM, MSFT, JNJ, HOMZ, AAPL 13F-HR 01 Aug 2025, 15:45
Q1 2025 110 $167,850,124 +$4,826,329 -$32,486,246 -$27,659,917 JPM, JNJ, HOMZ, AAPL, MSFT 13F-HR 02 May 2025, 15:36
Q4 2024 115 $196,931,161 +$3,335,505 -$6,563,751 -$3,228,246 JPM, AAPL, JNJ, MSFT, HOMZ 13F-HR 07 Feb 2025, 12:39
Q3 2024 118 $205,411,566 +$3,255,732 -$16,513,700 -$13,257,968 JPM, JNJ, AAPL, HOMZ, MSFT 13F-HR 05 Nov 2024, 13:14
Q2 2024 116 $207,386,703 +$7,057,260 -$26,868,437 -$19,811,177 JPM, JNJ, AAPL, MSFT, HOMZ 13F-HR 02 Aug 2024, 15:50
Q1 2024 117 $236,273,453 +$2,372,441 -$11,318,455 -$8,946,014 JNJ, JPM, MSFT, HOMZ, AAPL 13F-HR 09 May 2024, 13:47
Q4 2023 122 $226,370,242 +$4,748,097 -$7,397,526 -$2,649,429 JNJ, JPM, HOMZ, AAPL, MSFT 13F-HR 07 Feb 2024, 13:38
Q3 2023 121 $210,434,261 +$1,808,583 -$3,500,419 -$1,691,836 JNJ, JPM, AAPL, HOMZ, XOM 13F-HR 20 Oct 2023, 13:10
Q2 2023 122 $221,036,474 +$2,158,952 -$393,408 +$1,765,544 JNJ, JPM, AAPL, HOMZ, MSFT 13F-HR 08 Aug 2023, 11:17
Q1 2023 120 $208,724,382 +$4,597,286 -$2,052,355 +$2,544,931 JNJ, JPM, AAPL, HOMZ, XOM 13F-HR 05 May 2023, 11:24
Q4 2022 116 $203,820,000 +$2,490,796 -$4,910,736 -$2,419,940 JNJ, JPM, PFE, XOM, HOMZ 13F-HR 25 Jan 2023, 12:20
Q3 2022 115 $186,042,000 +$5,219,957 -$3,656,425 +$1,563,532 JNJ, JPM, AAPL, PFE, HOMZ 13F-HR 09 Nov 2022, 11:39
Q2 2022 116 $201,033,000 +$3,875,681 -$2,907,235 +$968,446 JNJ, JPM, PFE, AAPL, HOMZ 13F-HR 25 Jul 2022, 16:31
Q1 2022 122 $227,460,000 +$3,196,209 -$3,192,748 +$3,461 JNJ, JPM, AAPL, HOMZ, PFE 13F-HR 16 May 2022, 13:24
Q4 2021 123 $238,802,000 +$4,895,805 -$3,487,243 +$1,408,562 JNJ, JPM, HOMZ, PFE, AAPL 13F-HR 11 Feb 2022, 14:43
Q3 2021 123 $214,774,000 +$7,510,755 -$11,780,400 -$4,269,645 JNJ, JPM, HOMZ, AAPL, PFE 13F-HR 02 Nov 2021, 13:50
Q2 2021 124 $212,786,000 +$3,863,819 -$8,529,297 -$4,665,478 JNJ, JPM, AAPL, HOMZ, PG 13F-HR 02 Aug 2021, 12:40
Q1 2021 125 $207,092,000 +$6,927,826 -$2,065,205 +$4,862,621 JNJ, JPM, HOMZ, AAPL, PG 13F-HR 03 May 2021, 13:57
Q4 2020 121 $188,664,000 +$4,436,040 -$5,480,888 -$1,044,848 JNJ, JPM, AAPL, HOMZ, PG 13F-HR 08 Feb 2021, 11:44
Q3 2020 116 $172,871,000 +$8,918,916 -$2,973,906 +$5,945,010 JNJ, JPM, AAPL, PG, HOMZ 13F-HR 12 Nov 2020, 12:05
Q2 2020 110 $161,579,000 +$4,718,137 -$5,355,305 -$637,168 JNJ, JPM, INTC, PG, AAPL 13F-HR 04 Aug 2020, 13:35
Q1 2020 105 $138,887,000 +$2,483,700 -$3,812,816 -$1,329,116 JNJ, JPM, PG, INTC, PFE 13F-HR 12 May 2020, 11:57
Q4 2019 115 $175,021,000 +$6,578,306 -$4,728,524 +$1,849,782 JNJ, JPM, PFE, PG, INTC 13F-HR 14 Feb 2020, 17:10
Q3 2019 115 $159,275,000 +$2,911,534 -$2,514,875 +$396,659 JNJ, JPM, PG, PFE, XOM 13F-HR 30 Oct 2019, 12:51
Q2 2019 115 $157,483,000 +$5,824,705 -$11,170,767 -$5,346,062 JNJ, JPM, PFE, XOM, PG 13F-HR 07 Aug 2019, 13:01
Q1 2019 114 $158,499,000 +$6,512,111 -$2,380,415 +$4,131,696 JNJ, JPM, PFE, XOM, PG 13F-HR 26 Apr 2019, 15:12
Q4 2018 106 $141,046,000 +$3,108,408 -$13,503,978 -$10,395,570 JNJ, JPM, PFE, XOM, PG 13F-HR 06 Feb 2019, 11:41
Q3 2018 114 $169,348,000 +$5,429,649 -$5,731,548 -$301,899 JNJ, JPM, PFE, XOM, DWDP 13F-HR 02 Nov 2018, 12:43
Q2 2018 113 $158,669,000 +$3,654,007 -$5,584,357 -$1,930,350 JNJ, JPM, XOM, PFE, DWDP 13F-HR 15 Aug 2018, 12:14
Q1 2018 116 $161,421,000 +$7,984,334 -$6,018,687 +$1,965,647 JNJ, JPM, PFE, XOM, DWDP 13F-HR 01 May 2018, 12:44
Q4 2017 117 $164,794,000 +$4,414,089 -$2,800,230 +$1,613,859 JNJ, JPM, XOM, PFE, DWDP 13F-HR 06 Feb 2018, 14:32
Q3 2017 114 $154,785,000 +$45,321,950 -$5,986,398 +$39,335,552 JNJ, JPM, XOM, PFE, DWDP 13F-HR 02 Nov 2017, 15:28
Q2 2017 63 $112,640,000 +$798,693 -$776,353 +$22,340 JNJ, JPM, XOM, PFE, PG 13F-HR 01 Aug 2017, 12:56
Q1 2017 64 $110,656,000 +$1,228,276 -$113,695 +$1,114,581 JNJ, JPM, XOM, PFE, PG 13F-HR 08 May 2017, 13:04
Q4 2016 61 $105,082,000 +$1,519,852 -$2,062,487 -$542,635 JNJ, JPM, XOM, PFE, PG 13F-HR 01 Feb 2017, 15:54
Q3 2016 63 $103,393,000 +$1,149,930 -$841,669 +$308,261 JNJ, JPM, XOM, PFE, PG 13F-HR 02 Nov 2016, 13:55
Q2 2016 63 $103,344,000 +$2,138,593 -$1,623,486 +$515,107 JNJ, XOM, JPM, PFE, BMY 13F-HR 01 Aug 2016, 15:10
Q1 2016 61 $96,843,000 +$513,103 -$7,957,088 -$7,443,985 JNJ, XOM, JPM, PFE, PG 13F-HR 11 May 2016, 16:09
Q4 2015 63 $103,953,000 +$1,890,791 -$1,551,854 +$338,937 JNJ, JPM, XOM, PFE, BMY 13F-HR 05 Feb 2016, 15:22
Q3 2015 60 $95,577,000 +$1,335,836 -$759,859 +$575,977 JNJ, XOM, JPM, PFE, PG 13F-HR 02 Nov 2015, 14:36
Q2 2015 60 $102,788,000 +$622,572 -$474,114 +$148,458 JNJ, XOM, JPM, PFE, PG 13F-HR 05 Aug 2015, 12:19
Q1 2015 59 $103,106,000 +$572,080 -$495,190 +$76,890 JNJ, XOM, JPM, PFE, PG 13F-HR 26 May 2015, 11:50
Q4 2014 59 $104,297,000 +$826,382 -$301,795 +$524,587 JNJ, XOM, JPM, PFE, PG 13F-HR 04 Feb 2015, 14:32
Q3 2014 58 $101,793,000 +$413,000 -$9,386,103 -$8,973,103 JNJ, XOM, JPM, PFE, PG 13F-HR 10 Nov 2014, 11:39
Q2 2014 56 $110,001,000 +$1,974,737 -$34,248 +$1,940,489 JNJ, XOM, JPM, PFE, PG 13F-HR 11 Aug 2014, 14:44
Q1 2014 56 $106,408,000 $0 -$1,529,382 -$1,529,382 JNJ, XOM, JPM, PFE, PG 13F-HR 01 May 2014, 14:54
Q4 2013 56 $106,415,000 $0 $0 $0 JNJ, XOM, JPM, PFE, PG 13F-HR 10 Feb 2014, 13:30