MTD β€” METTLER TOLEDO INTERNATIONAL

Ownership history in OSTERWEIS CAPITAL MANAGEMENT INC  Β·  13 quarters on record

AI Ownership Summary

OSTERWEIS CAPITAL MANAGEMENT INC reported METTLER TOLEDO INTERNATIONAL (MTD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows MTD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OSTERWEIS CAPITAL MANAGEMENT INC's position in METTLER TOLEDO INTERNATIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MTD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OSTERWEIS CAPITAL MANAGEMENT INC held MTD β€” position size vs. price
% of Fund (quarterly)    MTD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 50 β€” 0% 0.00% $61K 2025-11-14 $1403.08
2025 Q2 UNCHANGED 50 β€” 0% 0.00% $59K 2025-08-14 $1313.64
2025 Q1 UNCHANGED 50 β€” 0% 0.00% $590K 2025-05-14 $1117.81
2024 Q4 UNCHANGED 50 β€” 0% 0.00% $61K 2025-02-13 $1297.14
2024 Q3 UNCHANGED 50 β€” 0% 0.00% $75K 2024-11-14 $1237.78
2024 Q2 UNCHANGED 50 β€” 0% 0.00% $70K 2024-08-14 $1402.55
2024 Q1 UNCHANGED 50 β€” 0% 0.00% $67K 2024-05-15 $1519.89
2023 Q4 UNCHANGED 50 β€” 0% 0.00% $61K 2024-02-14 $1181.18
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OSTERWEIS CAPITAL MANAGEMENT INC and MTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has OSTERWEIS CAPITAL MANAGEMENT INC reported owning MTD?

OSTERWEIS CAPITAL MANAGEMENT INC reported MTD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MTD position in OSTERWEIS CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MTD was 0.00% in 2024 Q1.

What is the latest reported MTD position on this page?

The most recent filing on this page is 2025 Q3, when OSTERWEIS CAPITAL MANAGEMENT INC reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $61K.

What does the chart on this MTD ownership page compare?

The chart compares OSTERWEIS CAPITAL MANAGEMENT INC's quarterly MTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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