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
$123B
$20.8 Million 0.11% of portfolio
46,620
Q1 2025 Added 63.61%
$30.2B
$20.3 Million 0.11% of portfolio
62,138
Q1 2025 Added 1,013.38%
$105B
$19.8 Million 0.11% of portfolio
81,144
Q1 2025 Reduced 5.44%
$61.7B
$20.3 Million 0.11% of portfolio
252,713
Q1 2025 Added 44.46%
$36.3B
$19.2 Million 0.11% of portfolio
193,817
Q1 2025 Added 18.51%
$179B
$20.6 Million 0.11% of portfolio
282,921
Q1 2025 Reduced 49.86%
$70.8B
$20.6 Million 0.11% of portfolio
345,548
Q1 2025 Added 14.45%
$65.1B
$17.7 Million 0.1% of portfolio
60,043
Q1 2025 Added 137.24%
$221B
$18.1 Million 0.1% of portfolio
54,855
Q1 2025 Added 188.42%
$114B
$18.3 Million 0.1% of portfolio
60,545
Q1 2025 Reduced 1.58%
$45.8B
$18.9 Million 0.1% of portfolio
413,125
Q1 2025 Added 234.47%
$160B
$18.3 Million 0.1% of portfolio
86,438
Q1 2025 Reduced 19.4%
$567B
$17.8 Million 0.1% of portfolio
19,093
Q1 2025 Added 43.1%
$148B
$18.9 Million 0.1% of portfolio
266,764
Q1 2025 Added 4.18%
$62.5B
$17.3 Million 0.1% of portfolio
73,036
Q1 2025 Added 126.41%
$0
$17.6 Million 0.1% of portfolio
2,012,078
Q1 2025 Added 2.92%
$303B
$18.6 Million 0.1% of portfolio
259,657
Q1 2025 Added 14.89%
$102B
$15.5 Million 0.09% of portfolio
253,641
Q1 2025 Added 175.94%
$32.8B
$16.2 Million 0.09% of portfolio
828,532
Q1 2025 Reduced 1.25%
$44.6B
$17 Million 0.09% of portfolio
129,988
Q1 2025 Added 63.57%
$152B
$16.4 Million 0.09% of portfolio
60,468
Q1 2025 Added 86.43%
$59.4B
$16.7 Million 0.09% of portfolio
68,676
Q1 2025 Added 105.46%
$142B
$16.3 Million 0.09% of portfolio
133,737
Q1 2025 Added 15.11%
$61.6B
$14 Million 0.08% of portfolio
160,765
Q1 2025 Reduced 14.68%
$3.97B
$15.1 Million 0.08% of portfolio
135,930
Q1 2025 Reduced 0.09%
$72.8B
$14.6 Million 0.08% of portfolio
155,725
Q1 2025 Added 0.56%
$83.1B
$13.9 Million 0.08% of portfolio
204,515
Q1 2025 Added 266.44%
$0
$15.3 Million 0.08% of portfolio
814,530
Q1 2025 Reduced 2.63%
$83.5B
$14.2 Million 0.08% of portfolio
32,640
Q1 2025 Added 144.22%
$284B
$15.3 Million 0.08% of portfolio
76,592
Q1 2025 Added 311.36%
$51.7B
$13.8 Million 0.08% of portfolio
204,023
Q1 2025 Added 236.33%
$194B
$14.9 Million 0.08% of portfolio
18,671
Q1 2025 Reduced 35.49%
$47.7B
$13.8 Million 0.08% of portfolio
132,598
Q1 2025 Added 67.08%
$140B
$14 Million 0.08% of portfolio
59,067
Q1 2025 Added 80.92%
$0
$14.8 Million 0.08% of portfolio
1,218,874
Q1 2025 Reduced 1.35%
$92.6B
$14 Million 0.08% of portfolio
60,287
Q1 2025 Added 60.66%
$192B
$11.9 Million 0.07% of portfolio
420,531
Q1 2025 Reduced 27.86%
$125B
$12 Million 0.07% of portfolio
39,321
Q1 2025 Added 124.32%
$1.48B
$12.1 Million 0.07% of portfolio
240,912
Q1 2025 Reduced 1.92%
$49.1B
$13.3 Million 0.07% of portfolio
42,457
Q1 2025 Added 383.68%
$302B
$12.7 Million 0.07% of portfolio
150,615
Q1 2025 Added 43.75%
$13.1B
$13.1 Million 0.07% of portfolio
655,363
Q1 2025 Reduced 6.01%
$87.9B
$11.7 Million 0.06% of portfolio
79,571
Q1 2025 Added 4.77%
$124B
$11.5 Million 0.06% of portfolio
57,170
Q1 2025 Reduced 96.38%
$1.06B
$10.2 Million 0.06% of portfolio
1,073,140
Q1 2025 Added 0.61%
$0
$11.1 Million 0.06% of portfolio
598,633
Q1 2025 Reduced 29.93%
$305B
$11 Million 0.06% of portfolio
154,060
Q1 2025 Added 6.6%
$118B
$10.8 Million 0.06% of portfolio
102,654
Q1 2025 Added 129.07%
$29.2B
$10.6 Million 0.06% of portfolio
269,989
Q1 2025 Added 510.72%

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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