Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

Kovitz Investment Group Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $28.6 Billion distributed in 1141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.18B, Meta Platforms, Inc. with a value of $1.01B, Alphabet Inc. with a value of $989M, Apple Inc. with a value of $881M, and Schwab Charles Corp with a value of $815M.

Examining the 13F form we can see an decrease of $4K in the current position value, from $28.6B to 28.6B.

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

Portfolio value $28.6 Billion
ETFs: $6.01 Billion
Technology: $5.97 Billion
Financial Services: $5.08 Billion
Consumer Cyclical: $3.03 Billion
Communication Services: $2.4 Billion
Healthcare: $1.96 Billion
Consumer Defensive: $1.76 Billion
Industrials: $1.41 Billion
Other: $1.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.18T
$1.18 Billion 4.1% of portfolio
5,360,335
Q4 2024 Added 193.87%
$1.48T
$1.01 Billion 3.52% of portfolio
1,709,694
Q4 2024 Added 255.93%
$1.06T
$989 Million 3.45% of portfolio
5,195,707
Q4 2024 Added 326.91%
$3.86T
$881 Million 3.07% of portfolio
3,517,490
Q4 2024 Added 50.8%
$143B
$815 Million 2.84% of portfolio
11,005,881
Q4 2024 Added 354.47%
$64.9B
$775 Million 2.71% of portfolio
3,416,665
Q4 2024 Added 392.43%
$28.7B
$747 Million 2.61% of portfolio
4,652,311
Q4 2024 Added 364.6%
$573B
$747 Million 2.61% of portfolio
2,362,202
Q4 2024 Added 295.4%
$95.6B
$677 Million 2.36% of portfolio
4,546,437
Q4 2024 Added 423.75%
$240B
$656 Million 2.29% of portfolio
5,453,285
Q4 2024 Added 372.25%
$650B
$609 Million 2.13% of portfolio
1,343,841
Q4 2024 Added 210.98%
$221B
$600 Million 2.09% of portfolio
2,021,873
Q4 2024 Added 346.21%
$153B
$586 Million 2.04% of portfolio
2,373,460
Q4 2024 Added 350.25%
$36.9B
$557 Million 1.95% of portfolio
5,359,095
Q4 2024 Added 370.45%
$307B
$557 Million 1.95% of portfolio
1,667,337
Q4 2024 Added 166.69%
$13B
$539 Million 1.88% of portfolio
6,595,067
Q4 2024 Added 347.97%
$465B
$513 Million 1.79% of portfolio
3,077,947
Q4 2024 Added 268.43%
$16.6B
$489 Million 1.71% of portfolio
6,524,870
Q4 2024 Added 382.74%
$209B
$470 Million 1.64% of portfolio
903,232
Q4 2024 Added 1,905.44%
$2.98T
$415 Million 1.45% of portfolio
984,654
Q4 2024 Added 18.92%
$0
$385 Million 1.34% of portfolio
656,115
Q4 2024 Reduced 10.39%
$759B
$377 Million 1.32% of portfolio
1,573,915
Q4 2024 Added 94.12%
$169B
$364 Million 1.27% of portfolio
3,017,294
Q4 2024 Added 2,265.48%
$79.5B
$351 Million 1.23% of portfolio
2,806,579
Q4 2024 Added 343.69%
$120B
$336 Million 1.17% of portfolio
1,581,157
Q4 2024 Added 301.13%
$62.9B
$331 Million 1.15% of portfolio
2,600,702
Q4 2024 Added 234.41%
$145B
$319 Million 1.11% of portfolio
1,959,997
Q4 2024 Added 301.6%
$0
$319 Million 1.11% of portfolio
542,382
Q4 2024 Added 23.35%
$1.05T
$277 Million 0.97% of portfolio
1,462,446
Q4 2024 Added 39.28%
$86.2B
$273 Million 0.95% of portfolio
1,179,637
Q4 2024 Added 326.4%
$0
$259 Million 0.9% of portfolio
643,904
Q4 2024 Reduced 0.18%
$71.1B
$259 Million 0.9% of portfolio
559,306
Q4 2024 Added 209.28%
$0
$251 Million 0.87% of portfolio
4,940,690
Q4 2024 Added 23.25%
$327B
$251 Million 0.87% of portfolio
1,866,189
Q4 2024 Added 11.97%
$0
$198 Million 0.69% of portfolio
683,592
Q4 2024 Reduced 17.92%
$0
$194 Million 0.68% of portfolio
1,147,624
Q4 2024 Added 1.22%
$88.6B
$176 Million 0.62% of portfolio
1,067,659
Q4 2024 Added 3,257.1%
$9.39B
$179 Million 0.62% of portfolio
3,200,860
Q4 2024 Added 313.78%
$434B
$170 Million 0.59% of portfolio
336,466
Q4 2024 Added 84.97%
$0
$163 Million 0.57% of portfolio
5,840,821
Q4 2024 Added 81,532.72%
$0
$159 Million 0.56% of portfolio
859,746
Q4 2024 Added 4.19%
$84.9B
$147 Million 0.51% of portfolio
230,889
Q4 2024 Added 596.54%
$69.1B
$141 Million 0.49% of portfolio
497,027
Q4 2024 Added 4,176.6%
$113B
$135 Million 0.47% of portfolio
780,738
Q4 2024 Added 675.59%
$3.11B
$129 Million 0.45% of portfolio
8,433,106
Q4 2024 Added 385.52%
$0
$128 Million 0.45% of portfolio
1,905,573
Q4 2024 Reduced 8.98%
$226B
$124 Million 0.43% of portfolio
1,245,425
Q4 2024 Added 463.4%
$0
$121 Million 0.42% of portfolio
1,306,444
Q4 2024 Added 13.93%
$4.84B
$114 Million 0.4% of portfolio
2,621,515
Q4 2024 Added 28,112.6%

Summary

  • Portfolio
  • No. of Stocks 1,141
  • Current Value $28.6 Billion
  • Prior Value $28.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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