Kovitz Investment Group Partners, LLC Purchases in Q3 2025

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
POWL
Powell Industries Inc

Industrials
687K
+ 42.18%
$205.47 - $304.3 $141M - $209M
2.31M $703M
AAPL
Apple Inc.

Technology
128K
+ 4.45%
$202.38 - $256.87 $25.8M - $32.8M
2.99M $762M
ALC
Alcon Inc

Healthcare
1.44M
+ 13620.09%
$73.24 - $92.22 $105M - $133M
1.45M $108M
IVV
Ishares Core S&P 500 ETF

ETFs
95.2K
+ 19.92%
$620.67 - $670.08 $59.1M - $63.8M
573K $383M
ACN
Accenture PLC

Technology
370K
+ 412.45%
$232.56 - $304.78 $86M - $113M
460K $113M
WAT
Waters Corp

Healthcare
265K
+ 23712.43%
$277.72 - $357.04 $73.6M - $94.7M
266K $79.8M
NVDA
Nvidia Corp

Technology
49.4K
+ 2.05%
$153.3 - $186.58 $7.57M - $9.22M
2.46M $459M
MSFT
Microsoft Corp

Technology
82.4K
+ 5.09%
$491.09 - $535.64 $40.5M - $44.1M
1.7M $881M
FISV
Fiserv Inc

Technology
564K
+ 67.65%
N/A
1.4M $175M
GOOG
Alphabet Inc.

Communication Services
344
+ 0.03%
$175.16 - $255.24 $60.3K - $87.8K
1.06M $258M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.03K
+ 0.99%
$404.94 - $499.99 $2.85M - $3.52M
718K $348M
MU
Micron Technology Inc

Technology
254K
+ 123.59%
$104.88 - $168.89 $26.7M - $42.9M
460K $77M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
668K
New
$50.98 - $67.62 $34M - $45.2M
668K $37.6M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
340K
+ 197.05%
$99.12 - $99.52 $33.7M - $33.9M
513K $51.1M
CRM
Salesforce, Inc.

Technology
221K
+ 42.07%
$231.66 - $273.65 $51.3M - $60.5M
747K $177M
CSL
Carlisle Companies Inc

Industrials
92.9K
+ 1491.46%
$327.52 - $435.11 $30.4M - $40.4M
99.2K $32.6M
HUBS
Hubspot Inc

Technology
62.6K
+ 615.01%
$420.79 - $560.9 $26.3M - $35.1M
72.8K $34M
EQT
Eqt Corp

Energy
476K
+ 4562.35%
$49.19 - $59.19 $23.4M - $28.2M
487K $26.5M
TRV
Travelers Companies, Inc.

Financial Services
89.1K
+ 192.78%
$250.62 - $279.43 $22.3M - $24.9M
135K $37.8M
CAH
Cardinal Health Inc

Healthcare
165K
+ 231.12%
$146.04 - $167.63 $24.1M - $27.7M
237K $37.1M
VTI
Vanguard Total Stock Market Et

ETFs
9.15K
+ 1.04%
$303.93 - $329.86 $2.78M - $3.02M
886K $291M
TSLA
Tesla, Inc.

Consumer Cyclical
11.3K
+ 7.73%
$293.94 - $444.72 $3.32M - $5.02M
157K $70M
WDAY
Workday, Inc.

Technology
97.1K
+ 176.76%
$213.69 - $247.69 $20.8M - $24.1M
152K $36.6M
KEYS
Keysight Technologies, Inc.

Technology
25.1K
+ 1.54%
$158.51 - $178.15 $3.98M - $4.48M
1.66M $290M
APP
App Lovin Corp

Technology
26.6K
+ 389.61%
$335.1 - $718.54 $8.91M - $19.1M
33.4K $24M
BX
Blackstone Inc.

Financial Services
6.53K
+ 0.71%
$152.77 - $188.68 $997K - $1.23M
927K $158M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
1.35M
+ 155.09%
$15.39 - $17.94 $20.8M - $24.2M
2.22M $35.4M
AMAT
Applied Materials Inc

Technology
19.8K
+ 2.75%
$156.25 - $204.95 $3.1M - $4.07M
742K $152M
NEM
Newmont Corp

Basic Materials
62.3K
+ 11.61%
$57.35 - $85.25 $3.58M - $5.31M
599K $50.5M
C
Citigroup Inc

Financial Services
98.1K
+ 17.35%
$85.57 - $103.49 $8.39M - $10.2M
663K $67.3M
STX
Seagate Technology Holdings PLC

Technology
32.5K
+ 26.88%
$142.01 - $236.06 $4.62M - $7.67M
153K $36.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
89.1K
+ 1.59%
$28.92 - $32.19 $2.58M - $2.87M
5.7M $182M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
522K
+ 319.58%
$38.58 - $58.24 $20.1M - $30.4M
685K $26.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48.5K
+ 151.5%
$366.54 - $479.53 $17.8M - $23.3M
80.6K $31.6M
JPM
Jpmorgan Chase & CO

Financial Services
3.29K
+ 0.52%
$282.78 - $316.06 $931K - $1.04M
637K $201M
RTX
Raytheon Technologies Corp

Industrials
2.82K
+ 0.37%
$144.19 - $167.33 $406K - $472K
760K $127M
AON
Aon PLC

Financial Services
42.8K
+ 13.53%
$350.91 - $375.27 $15M - $16M
359K $128M
BSX
Boston Scientific Corp

Healthcare
157K
+ 210.84%
$97.03 - $108.14 $15.3M - $17M
232K $22.7M
GXO
Gxo Logistics, Inc.

Industrials
285
+ 0.01%
$48.07 - $54.59 $13.7K - $15.6K
3.49M $185M
PH
Parker Hannifin Corp

Industrials
263
+ 0.11%
$697.13 - $769.67 $183K - $202K
231K $175M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
255K
+ 3.38%
$50.53 - $50.82 $12.9M - $13M
7.82M $397M
PNC
Pnc Financial Services Group, Inc.

Financial Services
34.7K
+ 8.63%
$185.88 - $207.44 $6.45M - $7.2M
437K $87.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
23.4K
+ 2.69%
$108.97 - $121.65 $2.55M - $2.85M
893K $108M
MCK
Mckesson Corp

Healthcare
13.7K
+ 38.86%
$659.01 - $772.54 $9.02M - $10.6M
48.9K $37.8M
ABBV
Abb Vie Inc.

Healthcare
15.1K
+ 8.32%
$184.85 - $231.54 $2.79M - $3.49M
196K $45.4M
PEP
Pepsico Inc

Consumer Defensive
29.9K
+ 3.62%
$133.81 - $152.16 $4.01M - $4.56M
857K $120M
VEA
Vanguard Ftse Developed Market

ETFs
71.4K
+ 3.46%
$56.02 - $60.3 $4M - $4.31M
2.13M $128M
DRI
Darden Restaurants Inc

Consumer Cyclical
54K
+ 1645.67%
$184.73 - $220.27 $9.98M - $11.9M
57.3K $10.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
439K
+ 63.22%
$22.36 - $22.52 $9.81M - $9.88M
1.13M $25.5M
Activity Summary
Buys All Purchases 780 New Holdings 138 Increased Positions 642 Sells All Sells 546 Reductions 546 Sold out 0 Options Calls 2 Puts 2
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