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
$43.2B
$7.46 Million 0.04% of portfolio
17,759
Q1 2025 Added 906.75%
$79.2B
$7.73 Million 0.04% of portfolio
31,159
Q1 2025 Added 20.28%
$43.2B
$6.66 Million 0.04% of portfolio
46,802
Q1 2025 Reduced 76.51%
$1.4B
$7.55 Million 0.04% of portfolio
662,075
Q1 2025 Added 3.88%
$14.8B
$7.73 Million 0.04% of portfolio
260,913
Q1 2025 Added 1.33%
$23.3B
$7.55 Million 0.04% of portfolio
85,903
Q1 2025 Added 391.58%
$91.9B
$7.2 Million 0.04% of portfolio
113,373
Q1 2025 Added 98.94%
$58.7B
$7 Million 0.04% of portfolio
41,050
Q1 2025 Added 108.66%
$51.6B
$7 Million 0.04% of portfolio
45,400
Q1 2025 Added 0.53%
$41.2B
$7.29 Million 0.04% of portfolio
28,204
Q1 2025 Reduced 5.43%
$0
$7.36 Million 0.04% of portfolio
1,513,568
Q1 2025 Reduced 7.59%
$33.2B
$7.07 Million 0.04% of portfolio
20,917
Q1 2025 Added 1,022.16%
$19.9B
$7.14 Million 0.04% of portfolio
63,069
Q1 2025 Added 346.76%
$4.62B
$5.19 Million 0.03% of portfolio
67,965
Q1 2025 New
$8.87B
$6 Million 0.03% of portfolio
83,374
Q1 2025 Added 314.26%
$104B
$6.18 Million 0.03% of portfolio
102,913
Q1 2025 Reduced 0.98%
$39.2B
$6.05 Million 0.03% of portfolio
137,724
Q1 2025 Added 2.44%
$6.14B
$5.36 Million 0.03% of portfolio
123,441
Q1 2025 New
$0
$5.95 Million 0.03% of portfolio
280,185
Q1 2025 Added 6.61%
$138B
$4.54 Million 0.03% of portfolio
26,612
Q1 2025 Added 69.12%
$6.34B
$5.87 Million 0.03% of portfolio
103,432
Q1 2025 Added 134.92%
$14.1B
$6.09 Million 0.03% of portfolio
584,483
Q1 2025 Added 1.93%
$52.6B
$5.17 Million 0.03% of portfolio
82,153
Q1 2025 Added 101.54%
$20B
$5.78 Million 0.03% of portfolio
165,521
Q1 2025 Added 18.36%
$0
$5.53 Million 0.03% of portfolio
493,570
Q1 2025 Reduced 0.37%
$54.1B
$4.88 Million 0.03% of portfolio
262,399
Q1 2025 Reduced 15.18%
$68B
$4.57 Million 0.03% of portfolio
133,995
Q1 2025 Reduced 17.84%
$18.5B
$5.04 Million 0.03% of portfolio
39,852
Q1 2025 Added 1,212.22%
$12.2B
$6.33 Million 0.03% of portfolio
124,332
Q1 2025 Added 4.31%
$0
$6.11 Million 0.03% of portfolio
741,325
Q1 2025 Reduced 2.92%
$9.56B
$5.13 Million 0.03% of portfolio
40,499
Q1 2025 Reduced 10.19%
$26.3B
$5.31 Million 0.03% of portfolio
29,479
Q1 2025 Added 1,546.87%
$1.64B
$5.95 Million 0.03% of portfolio
116,144
Q1 2025 Added 514.1%
$26.8B
$4.66 Million 0.03% of portfolio
302,149
Q1 2025 Added 199.86%
$18.1B
$6.31 Million 0.03% of portfolio
118,315
Q1 2025 Added 232.26%
$30.3B
$5.07 Million 0.03% of portfolio
28,774
Q1 2025 Added 658.81%
$29.9B
$4.63 Million 0.03% of portfolio
34,055
Q1 2025 Added 844.66%
$13B
$5.92 Million 0.03% of portfolio
163,553
Q1 2025 Added 1,717.66%
$13.4B
$5.44 Million 0.03% of portfolio
256,191
Q1 2025 Added 341.05%
$127B
$5.44 Million 0.03% of portfolio
47,023
Q1 2025 Added 53.56%
$50.8B
$5.56 Million 0.03% of portfolio
26,552
Q1 2025 Added 4.65%
$22B
$6.28 Million 0.03% of portfolio
68,370
Q1 2025 Reduced 2.32%
$34.5B
$6.17 Million 0.03% of portfolio
12,909
Q1 2025 Added 307.48%
$80.6B
$5.48 Million 0.03% of portfolio
10,705
Q1 2025 Added 12.65%
$246B
$6.04 Million 0.03% of portfolio
54,162
Q1 2025 Added 10.56%
$147B
$5.15 Million 0.03% of portfolio
74,182
Q1 2025 Added 7.53%
$15.2B
$5.69 Million 0.03% of portfolio
129,466
Q1 2025 New
$5.75B
$5.88 Million 0.03% of portfolio
4,102
Q1 2025 Added 28.79%
$24.9B
$5.78 Million 0.03% of portfolio
56,195
Q1 2025 Added 474.24%

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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