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
$1.03B
$167,000 0.0% of portfolio
30,461
Q1 2025 New
$959M
$475,000 0.0% of portfolio
7,032
Q1 2025 New
$303M
$306,000 0.0% of portfolio
12,094
Q1 2025 Reduced 79.52%
$267M
$69,000 0.0% of portfolio
25,214
Q1 2024 New
$4.56B
$312,000 0.0% of portfolio
10,798
Q1 2025 Added 29.63%
$297M
$377,000 0.0% of portfolio
10,435
Q1 2025 Reduced 54.4%
$24B
$786,000 0.0% of portfolio
11,026
Q1 2025 Added 34.56%
$151B
$501,000 0.0% of portfolio
5,254
Q1 2025 Added 50.54%
$53.3B
$251,000 0.0% of portfolio
1,516
Q1 2025 Added 11.63%
$13B
$223,000 0.0% of portfolio
7,861
Q1 2025 New
$8.98B
$390,000 0.0% of portfolio
5,967
Q1 2025 Reduced 27.89%
$67.7B
$573,000 0.0% of portfolio
3,924
Q1 2025 Added 73.94%
$17.7B
$535,000 0.0% of portfolio
46,049
Q1 2025 Added 71.74%
$30.2B
$874,000 0.0% of portfolio
34,449
Q1 2025 Reduced 43.6%
$1.74B
$298,000 0.0% of portfolio
36,817
Q1 2025 New
$1B
$246,000 0.0% of portfolio
8,495
Q1 2025 Reduced 0.42%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.67%
$0
$689,000 0.0% of portfolio
28,657
Q1 2025 Reduced 54.87%
$0
$137,000 0.0% of portfolio
11,874
Q2 2024 Added 4.34%
$10.5B
$319,000 0.0% of portfolio
4,154
Q1 2025 Added 16.78%
$17.2B
$238,000 0.0% of portfolio
2,431
Q1 2025 Added 7.61%
$22.5B
$318,000 0.0% of portfolio
1,407
Q1 2025 Added 5.87%
$11.6B
$426,000 0.0% of portfolio
4,520
Q1 2025 Added 1.35%
$15.4B
$348,000 0.0% of portfolio
2,711
Q1 2025 New
$4.36B
$684,000 0.0% of portfolio
11,798
Q1 2025 Reduced 19.19%
$38.9B
$553,000 0.0% of portfolio
2,673
Q1 2025 Added 6.37%
$125M
$406,000 0.0% of portfolio
292,778
Q1 2025 New
$48.3B
$502,000 0.0% of portfolio
10,636
Q1 2025 Reduced 20.66%
$26.2B
$301,000 0.0% of portfolio
606
Q1 2025 Reduced 10.22%
$18.9B
$444,000 0.0% of portfolio
3,306
Q1 2025 Reduced 1.22%
$36.2B
$407,000 0.0% of portfolio
7,453
Q1 2025 Reduced 45.31%
$154M
$85,000 0.0% of portfolio
79,365
Q3 2024 New
$15.1B
$781,000 0.0% of portfolio
23,568
Q1 2025 New
$13.3B
$788,000 0.0% of portfolio
7,465
Q1 2025 Added 0.69%
$233B
$237,000 0.0% of portfolio
1,346
Q1 2025 Added 8.29%
$524M
$293,000 0.0% of portfolio
19,340
Q1 2025 New
$21.9B
$465,000 0.0% of portfolio
4,751
Q1 2025 Reduced 42.92%
$25.1B
$494,000 0.0% of portfolio
1,348
Q1 2025 Added 37.41%
$29.8B
$510,000 0.0% of portfolio
7,390
Q1 2025 Added 12.04%
$11.2B
$389,000 0.0% of portfolio
2,071
Q1 2025 New
$350M
$346,000 0.0% of portfolio
31,291
Q3 2024 New
$18.8B
$220,000 0.0% of portfolio
3,373
Q1 2025 Added 7.18%
$6.37B
$287,000 0.0% of portfolio
1,797
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.05%
$38.8B
$468,000 0.0% of portfolio
2,024
Q1 2025 Added 11.76%
$29.8B
$472,000 0.0% of portfolio
1,861
Q1 2025 Added 3.1%
$47.5B
$673,000 0.0% of portfolio
2,262
Q1 2025 Reduced 42.31%
$327M
$803,000 0.0% of portfolio
101,125
Q1 2025 New
$11.2B
$414,000 0.0% of portfolio
47,565
Q1 2025 Added 37.96%

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