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
$35.4B
$294,000 0.0% of portfolio
3,678
Q1 2025 Reduced 0.51%
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.07%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.53%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.49%
$9.38B
$304,000 0.0% of portfolio
11,224
Q1 2025 Reduced 35.51%
$12.4B
$290,000 0.0% of portfolio
2,202
Q1 2025 New
$7.86B
$176,000 0.0% of portfolio
11,621
Q1 2025 Reduced 25.78%
$0
$181,000 0.0% of portfolio
48,510
Q4 2024 New
$992M
$681,000 0.0% of portfolio
111,982
Q1 2025 Reduced 40.83%
$28.7B
$388,000 0.0% of portfolio
4,515
Q1 2025 New
$4.01B
$907,000 0.0% of portfolio
7,216
Q1 2025 Reduced 21.8%
$12.1B
$267,000 0.0% of portfolio
1,080
Q1 2025 New
$83.7M
$128,000 0.0% of portfolio
21,710
Q1 2025 Reduced 12.14%
$444M
$388,000 0.0% of portfolio
62,000
Q1 2025 Added 58.67%
$27.2B
$359,000 0.0% of portfolio
4,362
Q1 2025 Reduced 2.57%
$6.93B
$420,000 0.0% of portfolio
4,165
Q1 2025 Reduced 0.83%
$34.5B
$423,000 0.0% of portfolio
13,905
Q1 2025 Reduced 9.03%
$10.7B
$837,000 0.0% of portfolio
47,307
Q1 2025 Reduced 21.43%
$691M
$26,000 0.0% of portfolio
20,000
Q1 2025 New
$37.4B
$750,000 0.0% of portfolio
19,433
Q1 2025 Added 19.15%
$0
$162,000 0.0% of portfolio
24,850
Q3 2024 New
$13.3B
$393,000 0.0% of portfolio
4,630
Q1 2025 Added 35.54%
$940M
$383,000 0.0% of portfolio
26,000
Q1 2025 New
$34.7B
$332,000 0.0% of portfolio
2,543
Q1 2025 Reduced 2.94%
$71.2B
$74,000 0.0% of portfolio
19,631
Q1 2025 Added 9.37%
$15.5B
$212,000 0.0% of portfolio
2,520
Q1 2025 Reduced 0.98%
$5.23B
$30,000 0.0% of portfolio
12,514
Q1 2025 New
$4.55B
$99,000 0.0% of portfolio
25,480
Q1 2025 Reduced 4.87%
$20.6B
$309,000 0.0% of portfolio
4,393
Q1 2025 Added 29.78%
$33.8B
$615,000 0.0% of portfolio
3,445
Q1 2025 Added 18.92%
$1B
$50,000 0.0% of portfolio
10,100
Q4 2024 New
$2.64B
$427,000 0.0% of portfolio
18,954
Q1 2025 Added 34.42%
$27.3B
$357,000 0.0% of portfolio
191
Q1 2025 Reduced 3.54%
$61.4B
$637,000 0.0% of portfolio
10,359
Q1 2025 Added 69.13%
$8.32B
$652,000 0.0% of portfolio
3,916
Q1 2025 Added 0.62%
$4.35B
$351,000 0.0% of portfolio
2,744
Q1 2025 Added 1.29%
$18B
$464,000 0.0% of portfolio
5,638
Q1 2025 Reduced 7.76%
$27.1B
$686,000 0.0% of portfolio
581
Q1 2025 Reduced 12.89%
$3.09B
$519,000 0.0% of portfolio
5,591
Q1 2025 New
$4.22B
$843,000 0.0% of portfolio
2,925
Q1 2025 Reduced 13.67%
$165B
$712,000 0.0% of portfolio
52,271
Q1 2025 Reduced 10.84%
$70.9B
$95,000 0.0% of portfolio
17,403
Q1 2025 Added 12.23%
$6.91B
$234,000 0.0% of portfolio
2,925
Q1 2025 New
$11.9B
$442,000 0.0% of portfolio
1,342
Q1 2025 Added 14.12%
$139M
$636,000 0.0% of portfolio
81,584
Q1 2025 Reduced 38.1%
$31.1B
$750,000 0.0% of portfolio
12,825
Q1 2025 Added 0.71%
$10.5B
$377,000 0.0% of portfolio
3,156
Q1 2025 Reduced 2.35%
$46.4B
$823,000 0.0% of portfolio
1,456
Q1 2025 Added 14.11%

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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