Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

Kovitz Investment Group Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $28.6 Billion distributed in 1141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.18B, Meta Platforms, Inc. with a value of $1.01B, Alphabet Inc. with a value of $989M, Apple Inc. with a value of $881M, and Schwab Charles Corp with a value of $815M.

Examining the 13F form we can see an decrease of $4K in the current position value, from $28.6B to 28.6B.

Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $28.6 Billion
ETFs: $6.01 Billion
Technology: $5.97 Billion
Financial Services: $5.08 Billion
Consumer Cyclical: $3.03 Billion
Communication Services: $2.4 Billion
Healthcare: $1.96 Billion
Consumer Defensive: $1.76 Billion
Industrials: $1.41 Billion
Other: $1.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.5B
$632,000 0.0% of portfolio
37,347
Q4 2024 Reduced 12.78%
$70.5B
$830,000 0.0% of portfolio
6,021
Q4 2024 Reduced 11.38%
$22.8B
$770,000 0.0% of portfolio
90,750
Q4 2024 New
$35.2B
$653,000 0.0% of portfolio
3,446
Q4 2024 New
$9.33B
$268,000 0.0% of portfolio
28,746
Q4 2024 Reduced 49.13%
$2.78B
$231,000 0.0% of portfolio
2,378
Q4 2024 New
$22.6B
$370,000 0.0% of portfolio
1,000
Q4 2024 New
$10.3B
$326,000 0.0% of portfolio
5,912
Q4 2024 Added 3.25%
$32.7B
$419,000 0.0% of portfolio
4,457
Q4 2024 Reduced 14.37%
$15B
$297,000 0.0% of portfolio
907
Q4 2024 New
$10.1B
$1.32 Million 0.0% of portfolio
15,798
Q4 2024 Reduced 19.72%
$0
$523,000 0.0% of portfolio
44,285
Q4 2024 Reduced -0.0%
$22.7B
$350,000 0.0% of portfolio
5,881
Q4 2024 New
$21.6B
$235,000 0.0% of portfolio
8,356
Q4 2024 New
$34.9B
$580,000 0.0% of portfolio
1,864
Q4 2024 Reduced 91.66%
$7.93B
$235,000 0.0% of portfolio
829
Q4 2024 Reduced 7.37%
$52.5B
$386,000 0.0% of portfolio
1,498
Q4 2024 Reduced 71.19%
$1.36B
$161,000 0.0% of portfolio
7,352
Q4 2024 Reduced 87.67%
$42.2B
$843,000 0.0% of portfolio
6,285
Q4 2024 Reduced 55.58%
$8.45B
$263,000 0.0% of portfolio
4,858
Q4 2024 New
$21.4B
$268,000 0.0% of portfolio
3,286
Q4 2024 New
$30.7B
$648,000 0.0% of portfolio
3,593
Q4 2024 Reduced 7.25%

Summary

  • Portfolio
  • No. of Stocks 1,141
  • Current Value $28.6 Billion
  • Prior Value $28.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 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