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
$17.2B
$866,000 0.0% of portfolio
10,137
Q1 2025 Added 3.19%
$573M
$84,000 0.0% of portfolio
11,665
Q1 2025 New
$21.6B
$445,000 0.0% of portfolio
8,341
Q1 2025 Reduced 8.45%
$9.78B
$208,000 0.0% of portfolio
5,276
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.63%
$7.34B
$215,000 0.0% of portfolio
4,574
Q1 2025 New
$15.6B
$418,000 0.0% of portfolio
6,065
Q1 2025 Added 1.47%
$14.4B
$719,000 0.0% of portfolio
19,475
Q1 2025 Reduced 0.91%
$1.4B
$455,000 0.0% of portfolio
9,642
Q1 2025 Added 0.47%
$10.4B
$222,000 0.0% of portfolio
2,594
Q1 2025 Reduced 17.31%
$27.7B
$860,000 0.0% of portfolio
5,118
Q1 2025 Added 70.09%
$18.6B
$484,000 0.0% of portfolio
4,027
Q1 2025 Added 5.72%
$5.57B
$235,000 0.0% of portfolio
17,538
Q1 2025 New
$18B
$242,000 0.0% of portfolio
912
Q1 2025 Added 12.45%
$92.5B
$292,000 0.0% of portfolio
684
Q1 2025 Added 0.74%
$31.7B
$255,000 0.0% of portfolio
138
Q1 2025 Reduced 2.13%
$0
$868,000 0.0% of portfolio
51,732
Q1 2025 Reduced 2.33%
$5.32B
$232,000 0.0% of portfolio
5,518
Q1 2025 New
$18.1B
$791,000 0.0% of portfolio
10,818
Q1 2025 Reduced 6.98%
$17.2B
$225,000 0.0% of portfolio
3,978
Q1 2025 New
$0
$161,000 0.0% of portfolio
21,479
Q1 2025 New
$9.04B
$658,000 0.0% of portfolio
18,352
Q1 2025 Added 28.7%
$0
$211,000 0.0% of portfolio
10,093
Q1 2025 Added 1.0%
$18.9M
$90,000 0.0% of portfolio
47,578
Q1 2025 New
$172M
$22,000 0.0% of portfolio
18,315
Q4 2024 Reduced 56.95%
$43.2B
$734,000 0.0% of portfolio
3,382
Q1 2025 Added 12.25%
$28.6B
$577,000 0.0% of portfolio
1,377
Q1 2025 Reduced 5.36%
$29.8B
$533,000 0.0% of portfolio
8,915
Q1 2025 Reduced 30.58%
$3.75B
$151,000 0.0% of portfolio
21,318
Q1 2025 Added 1.02%
$9.65B
$687,000 0.0% of portfolio
15,537
Q1 2025 New
$3.56B
$206,000 0.0% of portfolio
1,753
Q1 2025 Reduced 49.87%
$11.8B
$475,000 0.0% of portfolio
3,609
Q1 2025 Added 2.91%
$14.8B
$225,000 0.0% of portfolio
2,700
Q1 2025 New
$280M
$8,000 0.0% of portfolio
10,000
Q1 2025 New
$5.92B
$503,000 0.0% of portfolio
1,318
Q1 2025 Reduced 55.52%
$2.32B
$241,000 0.0% of portfolio
8,276
Q1 2025 New
$47.3B
$142,000 0.0% of portfolio
13,867
Q1 2025 Added 29.8%
-
$0 0.0% of portfolio
-
Q1 2025 Added 279.43%
-
$0 0.0% of portfolio
-
Q1 2025 New
$2.47B
$544,000 0.0% of portfolio
28,348
Q1 2025 Reduced 6.52%
$264M
$123,000 0.0% of portfolio
48,017
Q1 2025 New
$253B
$272,000 0.0% of portfolio
4,738
Q1 2025 New
$23.5B
$381,000 0.0% of portfolio
1,153
Q1 2025 Added 90.89%
$28.3B
$640,000 0.0% of portfolio
2,420
Q1 2025 Reduced 69.15%
$15.8B
$235,000 0.0% of portfolio
1,594
Q1 2025 Reduced 5.46%
$24.5B
$729,000 0.0% of portfolio
48,581
Q1 2025 Added 75.38%
$12B
$301,000 0.0% of portfolio
1,722
Q1 2025 New
$3.87B
$382,000 0.0% of portfolio
18,000
Q1 2025 New
$85.6B
$577,000 0.0% of portfolio
29,473
Q1 2025 Added 7.6%

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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