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
$3.36T
$551 Million 3.04% of portfolio
2,482,072
Q1 2025 Reduced 29.44%
$3.83T
$544 Million 3.0% of portfolio
1,448,756
Q1 2025 Added 47.13%
$2.35T
$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%
$187B
$314 Million 1.73% of portfolio
631,342
Q1 2025 Reduced 30.1%
$1.18T
$299 Million 1.65% of portfolio
1,932,813
Q1 2025 Added 32.16%
$104B
$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%
$30B
$243 Million 1.34% of portfolio
1,623,293
Q1 2025 Reduced 65.11%
$619B
$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%
$1.57T
$229 Million 1.26% of portfolio
397,416
Q1 2025 Reduced 76.76%
$141B
$226 Million 1.25% of portfolio
971,018
Q1 2025 Reduced 59.09%
$447B
$220 Million 1.21% of portfolio
2,031,263
Q1 2025 Added 8.85%
$179B
$210 Million 1.16% of portfolio
2,681,809
Q1 2025 Reduced 75.63%
$249B
$199 Million 1.1% of portfolio
380,359
Q1 2025 Added 13.05%
$123B
$194 Million 1.07% of portfolio
1,160,478
Q1 2025 Reduced 1.62%
$251B
$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%
$290B
$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%
$1.2T
$176 Million 0.97% of portfolio
1,128,715
Q1 2025 Reduced 78.28%
$51.8B
$171 Million 0.94% of portfolio
746,259
Q1 2025 Reduced 78.16%
$60.1B
$169 Million 0.93% of portfolio
488,468
Q1 2025 Reduced 1.72%
$87.3B
$161 Million 0.89% of portfolio
1,174,713
Q1 2025 Added 10.03%
$94B
$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%
$225B
$137 Million 0.75% of portfolio
1,030,029
Q1 2025 Added 6.11%
$207B
$135 Million 0.75% of portfolio
1,507,906
Q1 2025 Added 21.08%
$73.5B
$131 Million 0.72% of portfolio
327,323
Q1 2025 Added 1,934.71%
$5.9B
$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%
$879B
$131 Million 0.72% of portfolio
532,446
Q1 2025 Reduced 66.17%
$233B
$130 Million 0.72% of portfolio
984,189
Q1 2025 Added 27.26%
$34.4B
$123 Million 0.68% of portfolio
1,261,941
Q1 2025 Reduced 76.45%
$676B
$122 Million 0.67% of portfolio
871,206
Q1 2025 Reduced 71.7%
$9.16B
$120 Million 0.66% of portfolio
1,536,241
Q1 2025 Reduced 76.71%
$124B
$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%
$169B
$110 Million 0.61% of portfolio
287,998
Q1 2025 Added 183.11%
$25B
$109 Million 0.6% of portfolio
993,598
Q1 2025 Reduced 77.09%
$25.6B
$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%
$265B
$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%
$17.2B
$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
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