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
$33.7B
$8.2 Million 0.03% of portfolio
70,281
Q4 2024 Reduced 9.2%
$169B
$7.92 Million 0.03% of portfolio
104,775
Q4 2024 Added 5.82%
$30B
$8.52 Million 0.03% of portfolio
29,824
Q4 2024 Added 191.62%
$97.5B
$7.89 Million 0.03% of portfolio
95,797
Q4 2024 Added 0.41%
$0
$7.88 Million 0.03% of portfolio
1,637,796
Q4 2024 Reduced 19.47%
$5.86B
$9.62 Million 0.03% of portfolio
181,326
Q4 2024 New
$145B
$7.45 Million 0.03% of portfolio
32,649
Q4 2024 Reduced 22.49%
$93.3B
$7.57 Million 0.03% of portfolio
37,524
Q4 2024 Reduced 34.8%
$55.4B
$4.41 Million 0.02% of portfolio
22,857
Q4 2024 Reduced 45.93%
$104B
$5.43 Million 0.02% of portfolio
103,928
Q4 2024 Added 2.93%
$80.8B
$5.78 Million 0.02% of portfolio
16,087
Q4 2024 Reduced 94.66%
$124B
$5.13 Million 0.02% of portfolio
17,529
Q4 2024 Reduced 52.05%
$44.7B
$5.51 Million 0.02% of portfolio
134,446
Q4 2024 Reduced 16.5%
$0
$5.41 Million 0.02% of portfolio
262,825
Q4 2024 Added 199.33%
$182B
$4.81 Million 0.02% of portfolio
968
Q4 2024 Reduced 61.25%
$128B
$5.2 Million 0.02% of portfolio
91,920
Q4 2024 Reduced 67.69%
$20B
$7.15 Million 0.02% of portfolio
50,042
Q4 2024 Reduced 2.64%
$14.9B
$4.39 Million 0.02% of portfolio
21,593
Q4 2024 Added 3.49%
$179B
$6.9 Million 0.02% of portfolio
19,019
Q4 2024 Reduced 83.18%
$138B
$6.94 Million 0.02% of portfolio
98,535
Q4 2024 Reduced 68.62%
$14.1B
$5.98 Million 0.02% of portfolio
573,421
Q4 2024 New
$129B
$4.44 Million 0.02% of portfolio
44,814
Q4 2024 Reduced 25.03%
$41.2B
$5.87 Million 0.02% of portfolio
123,517
Q4 2024 Reduced 69.32%
$26.2B
$5.61 Million 0.02% of portfolio
139,844
Q4 2024 Added 368.38%
$0
$5.56 Million 0.02% of portfolio
495,416
Q4 2024 Reduced 4.05%
$105B
$4.94 Million 0.02% of portfolio
13,365
Q4 2024 Reduced 53.51%
$58.5B
$6.06 Million 0.02% of portfolio
309,342
Q4 2024 Added 2.67%
$74B
$5.11 Million 0.02% of portfolio
163,082
Q4 2024 Added 2.43%
$16.7B
$4.51 Million 0.02% of portfolio
9,386
Q4 2024 Added 1.9%
$13.1B
$5.74 Million 0.02% of portfolio
119,200
Q4 2024 New
$0
$6.12 Million 0.02% of portfolio
763,640
Q4 2024 Reduced 0.85%
$8.53B
$6.99 Million 0.02% of portfolio
45,096
Q4 2024 Added 18.16%
$73.6B
$6.79 Million 0.02% of portfolio
25,766
Q4 2024 Reduced 30.36%
$70.7B
$5.23 Million 0.02% of portfolio
98,218
Q4 2024 Reduced 78.12%
$24.6B
$6.58 Million 0.02% of portfolio
38,867
Q4 2024 Added 568.74%
$29B
$5.03 Million 0.02% of portfolio
7,220
Q4 2024 Reduced 9.54%
$78.7B
$6.57 Million 0.02% of portfolio
25,905
Q4 2024 Reduced 14.22%
$100B
$4.53 Million 0.02% of portfolio
30,622
Q4 2024 Added 54.08%
$40.8B
$5.34 Million 0.02% of portfolio
25,373
Q4 2024 Reduced 8.98%
$1.48B
$7.13 Million 0.02% of portfolio
637,374
Q4 2024 Added 7.04%
$21B
$5.93 Million 0.02% of portfolio
69,991
Q4 2024 Added 16.57%
$74.6B
$4.43 Million 0.02% of portfolio
31,778
Q4 2024 Reduced 50.73%
$95.4B
$5.28 Million 0.02% of portfolio
9,258
Q4 2024 Reduced 2.35%
$122B
$6 Million 0.02% of portfolio
75,123
Q4 2024 Reduced 29.32%
$54.7B
$4.88 Million 0.02% of portfolio
101,961
Q4 2024 Added 1.49%
$91.9B
$4.31 Million 0.02% of portfolio
56,988
Q4 2024 Reduced 39.93%
$75.7B
$4.46 Million 0.02% of portfolio
9,503
Q4 2024 Added 0.89%
$240B
$4.77 Million 0.02% of portfolio
48,987
Q4 2024 Added 161.31%
$178B
$5.93 Million 0.02% of portfolio
68,988
Q4 2024 Reduced 15.92%

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
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