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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.9B
$1.54 Million 0.01% of portfolio
6,347
Q1 2025 Added 81.14%
$15.3B
$1.15 Million 0.01% of portfolio
9,464
Q1 2025 Added 41.68%
$5.08B
$2.27 Million 0.01% of portfolio
312,543
Q1 2025 Reduced 16.38%
$88.1B
$989,000 0.01% of portfolio
23,763
Q1 2025 Added 56.12%
$88.9B
$2.31 Million 0.01% of portfolio
11,252
Q1 2025 Reduced 15.22%
$14.4B
$2.14 Million 0.01% of portfolio
18,459
Q1 2025 Reduced 13.22%
$8.64B
$1.54 Million 0.01% of portfolio
10,686
Q1 2025 Added 27.21%
$5.57B
$2.26 Million 0.01% of portfolio
24,683
Q1 2025 Reduced 1.36%
$256B
$1.49 Million 0.01% of portfolio
20,324
Q1 2025 Added 234.5%
$5.65B
$1.09 Million 0.01% of portfolio
8,978
Q1 2025 Added 7.95%
$11.6B
$1.4 Million 0.01% of portfolio
21,668
Q1 2025 Added 25.63%
$0
$1.79 Million 0.01% of portfolio
63,093
Q1 2025 Reduced 15.87%
$1.87B
$2.7 Million 0.01% of portfolio
16,731
Q1 2025 Added 7.15%
$90.1B
$1.3 Million 0.01% of portfolio
3,038
Q1 2025 Reduced 2.85%
$5.33B
$2.16 Million 0.01% of portfolio
15,638
Q1 2025 New
$14.5B
$1.18 Million 0.01% of portfolio
14,243
Q1 2025 Added 6.8%
$5.76B
$2.21 Million 0.01% of portfolio
30,819
Q1 2025 Added 114.23%
$627M
$2.19 Million 0.01% of portfolio
268,376
Q1 2025 Added 0.17%
$6.31B
$1.1 Million 0.01% of portfolio
19,946
Q1 2025 Reduced 89.0%
$104B
$1.33 Million 0.01% of portfolio
3,958
Q1 2025 Added 12.48%
$61.4B
$2.4 Million 0.01% of portfolio
9,087
Q1 2025 Added 0.88%
$20.3B
$2.51 Million 0.01% of portfolio
38,168
Q1 2025 Added 0.77%
$23.4B
$1.45 Million 0.01% of portfolio
2,494
Q1 2025 Added 1.38%
$115B
$1.22 Million 0.01% of portfolio
39,831
Q1 2025 Reduced 15.16%
$152B
$991,000 0.01% of portfolio
16,650
Q1 2025 Added 42.08%
$56.6B
$1.36 Million 0.01% of portfolio
2,172
Q1 2025 Added 29.29%
$16.2B
$1.4 Million 0.01% of portfolio
17,154
Q1 2025 Reduced 5.8%
$55.8B
$1.37 Million 0.01% of portfolio
10,361
Q1 2025 Added 14.31%
$2.26B
$1.25 Million 0.01% of portfolio
78,413
Q1 2025 Added 109.96%
$10.4B
$2.3 Million 0.01% of portfolio
14,817
Q1 2025 Reduced 0.56%
$9.21B
$1.51 Million 0.01% of portfolio
19,698
Q1 2025 Added 24.69%
$15.7B
$2.18 Million 0.01% of portfolio
53,144
Q1 2025 Reduced 23.39%
$10.7B
$1.47 Million 0.01% of portfolio
14,664
Q1 2025 Reduced 7.88%
$46.4B
$1.77 Million 0.01% of portfolio
7,587
Q1 2025 Added 406.48%
$1.36B
$1.37 Million 0.01% of portfolio
62,349
Q1 2025 Added 748.05%
$38.1B
$1.76 Million 0.01% of portfolio
24,907
Q1 2025 Reduced 3.79%
$2.72B
$1.43 Million 0.01% of portfolio
105,101
Q1 2025 New
$104M
$42,000 0.0% of portfolio
13,889
Q1 2025 New
$4.22B
$721,000 0.0% of portfolio
9,234
Q1 2025 New
$3.2B
$503,000 0.0% of portfolio
10,630
Q1 2025 Reduced 28.43%
$0
$55,000 0.0% of portfolio
11,100
Q1 2025 Reduced 94.55%
$0
$68,000 0.0% of portfolio
10,515
Q1 2025 Added 0.47%
$0
$151,000 0.0% of portfolio
17,999
Q1 2025 Reduced 45.86%
$1.11B
$342,000 0.0% of portfolio
34,516
Q4 2024 Added 41.71%
$9.36B
$240,000 0.0% of portfolio
912
Q1 2025 New
$15.9B
$335,000 0.0% of portfolio
3,617
Q1 2025 Added 1.26%
$65.5M
$66,000 0.0% of portfolio
26,514
Q1 2025 New
$8.81B
$536,000 0.0% of portfolio
43,231
Q1 2025 Added 108.06%
$8.06B
$516,000 0.0% of portfolio
3,075
Q1 2025 Reduced 1.13%

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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