Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $18.2 Billion distributed in 1243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $551M, Microsoft Corp with a value of $544M, Amazon Com Inc with a value of $415M, Spdr S&P 500 ETF Trust with a value of $403M, and Janus Detroit Str Tr Janus Hen with a value of $329M.

Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $18.2 Billion
ETFs: $6.05 Billion
Technology: $3.18 Billion
Financial Services: $2.71 Billion
Healthcare: $1.42 Billion
Consumer Cyclical: $1.36 Billion
Industrials: $1.14 Billion
Communication Services: $916 Million
Consumer Defensive: $589 Million
Other: $774 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$551 Million 3.04% of portfolio
2,482,072
Q1 2025 Reduced 29.44%
$3.51T
$544 Million 3.0% of portfolio
1,448,756
Q1 2025 Added 47.13%
$2.22T
$415 Million 2.29% of portfolio
2,180,635
Q1 2025 Reduced 59.32%
$0
$403 Million 2.22% of portfolio
720,213
Q1 2025 Added 9.77%
$0
$329 Million 1.81% of portfolio
6,490,636
Q1 2025 Added 31.37%
$162B
$314 Million 1.73% of portfolio
631,342
Q1 2025 Reduced 30.1%
$993B
$299 Million 1.65% of portfolio
1,932,813
Q1 2025 Added 32.16%
$98B
$258 Million 1.42% of portfolio
1,497,132
Q1 2025 Reduced 67.07%
$0
$248 Million 1.37% of portfolio
902,865
Q1 2025 Added 32.08%
$0
$246 Million 1.36% of portfolio
438,402
Q1 2025 Reduced 19.17%
$29.3B
$243 Million 1.34% of portfolio
1,623,293
Q1 2025 Reduced 65.11%
$648B
$231 Million 1.27% of portfolio
433,452
Q1 2025 Reduced 67.75%
$0
$230 Million 1.26% of portfolio
635,881
Q1 2025 Reduced 1.25%
$1.5T
$229 Million 1.26% of portfolio
397,416
Q1 2025 Reduced 76.76%
$140B
$226 Million 1.25% of portfolio
971,018
Q1 2025 Reduced 59.09%
$359B
$220 Million 1.21% of portfolio
2,031,263
Q1 2025 Added 8.85%
$160B
$210 Million 1.16% of portfolio
2,681,809
Q1 2025 Reduced 75.63%
$284B
$199 Million 1.1% of portfolio
380,359
Q1 2025 Added 13.05%
$99.1B
$194 Million 1.07% of portfolio
1,160,478
Q1 2025 Reduced 1.62%
$278B
$192 Million 1.06% of portfolio
1,207,724
Q1 2025 Reduced 77.85%
$0
$187 Million 1.03% of portfolio
1,080,313
Q1 2025 Reduced 5.87%
$199B
$184 Million 1.01% of portfolio
1,791,972
Q1 2025 Reduced 40.61%
$0
$177 Million 0.98% of portfolio
941,235
Q1 2025 Added 9.48%
$1.1T
$176 Million 0.97% of portfolio
1,128,715
Q1 2025 Reduced 78.28%
$49.7B
$171 Million 0.94% of portfolio
746,259
Q1 2025 Reduced 78.16%
$66.1B
$169 Million 0.93% of portfolio
488,468
Q1 2025 Reduced 1.72%
$81.4B
$161 Million 0.89% of portfolio
1,174,713
Q1 2025 Added 10.03%
$86.2B
$143 Million 0.79% of portfolio
234,805
Q1 2025 Added 1.7%
$0
$137 Million 0.76% of portfolio
5,487,959
Q1 2025 Reduced 6.04%
$235B
$137 Million 0.75% of portfolio
1,030,029
Q1 2025 Added 6.11%
$206B
$135 Million 0.75% of portfolio
1,507,906
Q1 2025 Added 21.08%
$72.8B
$131 Million 0.72% of portfolio
327,323
Q1 2025 Added 1,934.71%
$5.07B
$130 Million 0.72% of portfolio
3,330,176
Q1 2025 Added 27.03%
$0
$131 Million 0.72% of portfolio
1,370,911
Q1 2025 Added 4.93%
$788B
$131 Million 0.72% of portfolio
532,446
Q1 2025 Reduced 66.17%
$204B
$130 Million 0.72% of portfolio
984,189
Q1 2025 Added 27.26%
$33B
$123 Million 0.68% of portfolio
1,261,941
Q1 2025 Reduced 76.45%
$479B
$122 Million 0.67% of portfolio
871,206
Q1 2025 Reduced 71.7%
$10.8B
$120 Million 0.66% of portfolio
1,536,241
Q1 2025 Reduced 76.71%
$101B
$117 Million 0.65% of portfolio
840,177
Q1 2025 Added 7.61%
$0
$113 Million 0.62% of portfolio
592,878
Q1 2025 Added 0.53%
$193B
$110 Million 0.61% of portfolio
287,998
Q1 2025 Added 183.11%
$27B
$109 Million 0.6% of portfolio
993,598
Q1 2025 Reduced 77.09%
$20.9B
$106 Million 0.58% of portfolio
1,408,755
Q1 2025 Reduced 78.41%
$0
$105 Million 0.58% of portfolio
4,581,588
Q1 2025 Added 6,077.39%
$268B
$105 Million 0.58% of portfolio
390,942
Q1 2025 Reduced 76.55%
$0
$105 Million 0.58% of portfolio
2,260,858
Q1 2025 Added 6.93%
$0
$103 Million 0.57% of portfolio
1,286,177
Q1 2025 Reduced 2.36%
$15.5B
$102 Million 0.56% of portfolio
359,579
Q1 2025 Added 29.48%

Summary

  • Portfolio
  • No. of Stocks 1,243
  • Current Value $18.2 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email