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
$3.85B
$268,000 0.0% of portfolio
9,470
Q1 2025 New
$278M
$125,000 0.0% of portfolio
10,527
Q1 2025 New
$12.4B
$225,000 0.0% of portfolio
1,120
Q1 2025 Added 2.19%
$1.7B
$156,000 0.0% of portfolio
12,991
Q1 2025 Reduced 3.86%
$9.77B
$276,000 0.0% of portfolio
14,571
Q1 2025 Added 0.98%
$65.9M
$451,000 0.0% of portfolio
40,000
Q3 2024 New
$0
$830,000 0.0% of portfolio
133,441
Q1 2025 Added 0.4%
$0
$464,000 0.0% of portfolio
40,282
Q1 2025 Added 2.22%
$18.1B
$433,000 0.0% of portfolio
2,623
Q1 2025 Reduced 6.49%
$11.4B
$890,000 0.0% of portfolio
22,702
Q1 2025 Added 83.23%
$8.85B
$438,000 0.0% of portfolio
11,511
Q1 2025 New
$3.96B
$225,000 0.0% of portfolio
2,981
Q1 2025 New
$2.45B
$333,000 0.0% of portfolio
22,368
Q1 2025 New
$989M
$907,000 0.0% of portfolio
28,124
Q1 2025 Reduced 13.44%
$8.13B
$236,000 0.0% of portfolio
2,511
Q1 2025 Reduced 1.3%
$3.19B
$228,000 0.0% of portfolio
2,838
Q1 2025 Reduced 0.32%
$19B
$224,000 0.0% of portfolio
1,136
Q1 2025 Added 19.2%
$13.5B
$739,000 0.0% of portfolio
3,385
Q1 2025 Reduced 16.13%
$136B
$684,000 0.0% of portfolio
5,785
Q1 2025 Reduced 2.54%
$20.6B
$365,000 0.0% of portfolio
9,129
Q1 2025 New
$17.6B
$236,000 0.0% of portfolio
2,705
Q1 2025 Reduced 25.46%
$2.01B
$467,000 0.0% of portfolio
18,570
Q1 2025 Added 0.91%
$10.3B
$241,000 0.0% of portfolio
2,531
Q1 2025 Reduced 85.66%
$0
$0 0.0% of portfolio
71,197
Q4 2024 Reduced 12.5%
$21.2B
$277,000 0.0% of portfolio
8,956
Q1 2025 New
$3.75B
$219,000 0.0% of portfolio
1,714
Q1 2025 Reduced 0.98%
$360M
$165,000 0.0% of portfolio
17,394
Q3 2024 New
$26.2B
$560,000 0.0% of portfolio
15,517
Q1 2025 Added 5.03%
$24B
$346,000 0.0% of portfolio
3,767
Q1 2025 Reduced 8.5%
$20.2B
$542,000 0.0% of portfolio
6,427
Q1 2025 Added 3.24%
$34B
$745,000 0.0% of portfolio
34,679
Q1 2025 Reduced 6.66%
$23.4B
$284,000 0.0% of portfolio
1,833
Q1 2025 Reduced 3.58%
$2.7B
$381,000 0.0% of portfolio
55,121
Q3 2024 New
$0
$326,000 0.0% of portfolio
32,000
Q3 2024 New
$4.85B
$116,000 0.0% of portfolio
28,103
Q1 2025 New
$15.6B
$563,000 0.0% of portfolio
4,111
Q1 2025 Added 36.81%
$71M
$40,000 0.0% of portfolio
212,310
Q1 2025 Reduced 5.35%
$12.3B
$492,000 0.0% of portfolio
2,229
Q1 2025 Added 76.76%
$7.53B
$858,000 0.0% of portfolio
16,573
Q1 2025 New
$10.1B
$256,000 0.0% of portfolio
2,256
Q1 2025 Reduced 5.29%
$22.9B
$419,000 0.0% of portfolio
19,312
Q1 2025 Reduced 6.04%
$102B
$414,000 0.0% of portfolio
8,232
Q1 2025 Added 0.89%
$1.33B
$338,000 0.0% of portfolio
5,310
Q1 2025 Added 0.61%
$37.6B
$657,000 0.0% of portfolio
2,937
Q1 2025 Reduced 5.5%
$66.6B
$204,000 0.0% of portfolio
3,516
Q1 2025 Reduced 4.59%
$27.5B
$306,000 0.0% of portfolio
5,673
Q1 2025 New
$45.3B
$712,000 0.0% of portfolio
5,579
Q1 2025 Added 1.47%
$186B
$859,000 0.0% of portfolio
7,625
Q1 2025 Reduced 11.11%
$0
$166,000 0.0% of portfolio
11,723
Q4 2024 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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email