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
$34.4B
$526,000 0.0% of portfolio
4,498
Q1 2025 Reduced 13.55%
$2.99B
$448,000 0.0% of portfolio
6,183
Q1 2025 New
$6.74B
$325,000 0.0% of portfolio
6,606
Q1 2025 Reduced 1.77%
$311B
$740,000 0.0% of portfolio
5,598
Q1 2025 Reduced 39.19%
$15.9B
$215,000 0.0% of portfolio
3,352
Q1 2025 Reduced 11.3%
$39.9B
$634,000 0.0% of portfolio
2,349
Q1 2025 Reduced 10.79%
$219M
$568,000 0.0% of portfolio
226,320
Q1 2025 Added 601.44%
$14.2B
$227,000 0.0% of portfolio
23,458
Q1 2025 Added 13.84%
$25.1B
$275,000 0.0% of portfolio
2,741
Q1 2025 Added 5.3%
$25.9B
$596,000 0.0% of portfolio
4,046
Q1 2025 Added 54.43%
$137B
$724,000 0.0% of portfolio
11,776
Q1 2025 Reduced 8.56%
$8.45B
$420,000 0.0% of portfolio
23,342
Q1 2025 Reduced 14.35%
$106B
$271,000 0.0% of portfolio
1,025
Q1 2025 New
$27.6B
$286,000 0.0% of portfolio
9,915
Q1 2025 Reduced 34.98%
$32.7B
$292,000 0.0% of portfolio
3,039
Q1 2025 Added 27.1%
$31.7B
$797,000 0.0% of portfolio
1,347
Q1 2025 New
$3.86B
$291,000 0.0% of portfolio
12,940
Q1 2025 New
$10B
$511,000 0.0% of portfolio
2,441
Q1 2025 Reduced 6.4%
$21.7B
$440,000 0.0% of portfolio
2,850
Q1 2025 Reduced 14.31%
$14.7B
$361,000 0.0% of portfolio
2,030
Q1 2025 Added 21.27%
$1.95B
$184,000 0.0% of portfolio
21,713
Q1 2025 New
$30.2B
$335,000 0.0% of portfolio
3,642
Q1 2025 Added 9.11%
$18.5B
$206,000 0.0% of portfolio
3,957
Q1 2025 Reduced 11.02%
$89.5B
$169,000 0.0% of portfolio
12,481
Q1 2025 Added 4.78%
$30.7B
$31,000 0.0% of portfolio
14,002
Q1 2025 Reduced 63.66%
$143B
$133,000 0.0% of portfolio
19,869
Q1 2025 Reduced 2.5%
$77.1B
$319,000 0.0% of portfolio
3,347
Q1 2025 Added 0.84%
$37.2B
$275,000 0.0% of portfolio
14,168
Q1 2025 Added 1.8%
$994M
$289,000 0.0% of portfolio
3,871
Q1 2025 New
$131B
$238,000 0.0% of portfolio
4,914
Q1 2025 Reduced 49.76%
$0
$197,000 0.0% of portfolio
18,400
Q4 2024 New
$5.36B
$386,000 0.0% of portfolio
11,929
Q1 2025 Added 14.38%
$782M
$134,000 0.0% of portfolio
40,050
Q1 2025 Added 0.13%
$30.3B
$223,000 0.0% of portfolio
3,910
Q1 2025 Added 4.04%
$261M
$133,000 0.0% of portfolio
14,500
Q1 2025 Reduced 12.12%
$9.2B
$593,000 0.0% of portfolio
29,638
Q1 2025 Reduced 9.01%
-
$0 0.0% of portfolio
-
Q3 2024 New
$597M
$0 0.0% of portfolio
-
Q1 2025 Added 0.54%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.64%
$8.31B
$238,000 0.0% of portfolio
8,337
Q1 2025 Reduced 93.7%
$641M
$902,000 0.0% of portfolio
162,340
Q1 2025 New
$115B
$524,000 0.0% of portfolio
12,686
Q1 2025 Added 4.8%
$6.81B
$560,000 0.0% of portfolio
24,640
Q1 2025 New
$29.4B
$348,000 0.0% of portfolio
2,804
Q1 2025 Added 8.68%
-
$0 0.0% of portfolio
-
Q1 2025 New
$320M
$82,000 0.0% of portfolio
36,250
Q1 2025 Added 5.84%
$12.2B
$269,000 0.0% of portfolio
2,636
Q1 2025 Added 1.15%
$0
$290,000 0.0% of portfolio
45,385
Q1 2025 Added 0.69%
$618M
$219,000 0.0% of portfolio
5,427
Q1 2025 New

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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