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
$136B
$10.6 Million 0.06% of portfolio
94,827
Q1 2025 Added 160.93%
$93.6B
$11.3 Million 0.06% of portfolio
495,413
Q1 2025 Added 180.1%
$61.8B
$10.9 Million 0.06% of portfolio
382,367
Q1 2025 Reduced 1.85%
$88.1B
$10.6 Million 0.06% of portfolio
44,337
Q1 2025 Added 0.83%
$138B
$9.99 Million 0.06% of portfolio
394,212
Q1 2025 Added 129.2%
$0
$11.8 Million 0.06% of portfolio
715,661
Q1 2025 Added 13.54%
$38.4B
$11.2 Million 0.06% of portfolio
100,684
Q1 2025 Added 740.5%
$30.3B
$10.2 Million 0.06% of portfolio
119,872
Q1 2025 Added 1,673.52%
$88.1B
$10.3 Million 0.06% of portfolio
29,413
Q1 2025 Reduced 75.32%
$39.5B
$11 Million 0.06% of portfolio
146,882
Q1 2025 Added 10.21%
$24.7B
$10.5 Million 0.06% of portfolio
148,991
Q1 2025 Added 321.46%
$59.7B
$11.6 Million 0.06% of portfolio
281,505
Q1 2025 Added 75.6%
$15.6B
$11.4 Million 0.06% of portfolio
178,310
Q1 2025 Added 163.9%
$75.8B
$11.3 Million 0.06% of portfolio
95,880
Q1 2025 Added 1,492.43%
$12.9B
$8.19 Million 0.05% of portfolio
88,516
Q1 2025 Added 500.68%
$32.6B
$9.4 Million 0.05% of portfolio
29,681
Q1 2025 Reduced 25.38%
$0
$9.71 Million 0.05% of portfolio
438,266
Q1 2025 Added 14.84%
$226B
$9.76 Million 0.05% of portfolio
2,119
Q1 2025 Added 118.9%
$6.57B
$9.77 Million 0.05% of portfolio
91,985
Q1 2025 Added 9.71%
$82.4B
$9.96 Million 0.05% of portfolio
36,549
Q1 2025 Added 41.85%
$19.6B
$8.21 Million 0.05% of portfolio
323,516
Q1 2025 Added 149.36%
$104B
$8.77 Million 0.05% of portfolio
25,385
Q1 2025 Added 80.71%
$2.3B
$9.88 Million 0.05% of portfolio
170,677
Q1 2025 Added 781.14%
$86.8B
$9.04 Million 0.05% of portfolio
62,023
Q1 2025 Added 95.18%
$102B
$8.85 Million 0.05% of portfolio
13,143
Q1 2025 Added 41.96%
$119B
$9.71 Million 0.05% of portfolio
108,030
Q1 2025 Added 43.8%
$95.7B
$9.31 Million 0.05% of portfolio
137,231
Q1 2025 Added 116.07%
$34.7B
$9.2 Million 0.05% of portfolio
96,425
Q1 2025 Added 664.79%
$36.2B
$8.93 Million 0.05% of portfolio
74,230
Q1 2025 Added 5.62%
$18B
$8.59 Million 0.05% of portfolio
25,477
Q1 2025 Added 295.91%
$102B
$9.39 Million 0.05% of portfolio
102,115
Q1 2025 Added 6.6%
$5.26B
$8.44 Million 0.05% of portfolio
93,643
Q1 2025 Added 636.71%
$64.1B
$6.98 Million 0.04% of portfolio
62,802
Q1 2025 Reduced 11.07%
$52.2B
$7.64 Million 0.04% of portfolio
36,914
Q1 2025 Added 61.5%
$53.1B
$7.84 Million 0.04% of portfolio
31,907
Q1 2025 Added 297.4%
$1.4B
$7.5 Million 0.04% of portfolio
197,280
Q1 2025 Added 520.42%
$36.6B
$6.37 Million 0.04% of portfolio
26,264
Q1 2025 Added 0.27%
$41.8B
$7.5 Million 0.04% of portfolio
54,465
Q1 2025 Added 461.03%
$24.3B
$7.27 Million 0.04% of portfolio
45,336
Q1 2025 Added 3.19%
$8.17B
$7.34 Million 0.04% of portfolio
124,326
Q1 2025 Added 235.54%
$27.7B
$6.41 Million 0.04% of portfolio
34,928
Q1 2025 Reduced 90.77%
$36.1B
$6.96 Million 0.04% of portfolio
159,637
Q1 2025 Added 19.7%
$58.7B
$6.55 Million 0.04% of portfolio
62,464
Q1 2025 Reduced 97.6%
$50.8B
$7.33 Million 0.04% of portfolio
51,166
Q1 2025 Added 480.05%
$85.4B
$7.37 Million 0.04% of portfolio
67,265
Q1 2025 Added 15.78%
$3.64B
$7.49 Million 0.04% of portfolio
81,830
Q1 2025 Added 660.15%
$14.3B
$8.11 Million 0.04% of portfolio
377,464
Q1 2025 Added 585.75%
$25.1B
$7.96 Million 0.04% of portfolio
46,558
Q1 2025 Added 19.79%
$9.27B
$7.94 Million 0.04% of portfolio
241,554
Q1 2025 Added 1,835.99%

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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