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
$34.8B
$5.03 Million 0.03% of portfolio
86,668
Q1 2025 Added 10.94%
$39.4B
$5.48 Million 0.03% of portfolio
61,236
Q1 2025 Added 1,087.2%
$18.1B
$5.15 Million 0.03% of portfolio
71,280
Q1 2025 Added 1,336.23%
$91B
$5.78 Million 0.03% of portfolio
17,566
Q1 2025 Reduced 61.86%
$7.72B
$5.72 Million 0.03% of portfolio
78,577
Q1 2025 Added 1.32%
$173B
$5.8 Million 0.03% of portfolio
84,591
Q1 2025 Added 955.67%
$0
$6.31 Million 0.03% of portfolio
205,747
Q1 2025 Reduced 3.79%
$2.25B
$5.3 Million 0.03% of portfolio
362,601
Q1 2025 Added 37.47%
$23.9B
$5.88 Million 0.03% of portfolio
49,238
Q1 2025 Reduced 1.63%
$42.1B
$6.18 Million 0.03% of portfolio
39,261
Q1 2025 Added 524.68%
$14.1B
$3.11 Million 0.02% of portfolio
90,815
Q1 2025 Added 252.02%
$0
$3.76 Million 0.02% of portfolio
437,481
Q1 2025 Reduced 14.77%
$150B
$3.54 Million 0.02% of portfolio
35,066
Q1 2025 Added 78.08%
$29.2B
$3.69 Million 0.02% of portfolio
17,670
Q1 2025 Reduced 18.17%
$4.33B
$3.71 Million 0.02% of portfolio
32,924
Q1 2025 New
$24.2B
$4.17 Million 0.02% of portfolio
101,792
Q1 2025 Added 154.06%
$966M
$3.29 Million 0.02% of portfolio
223,447
Q1 2025 New
$19.7B
$3.85 Million 0.02% of portfolio
11,956
Q1 2025 Added 1,993.87%
$102B
$3.7 Million 0.02% of portfolio
18,348
Q1 2025 Added 74.78%
$19.5B
$4.1 Million 0.02% of portfolio
141,913
Q1 2025 Reduced 5.0%
$413M
$3.47 Million 0.02% of portfolio
202,873
Q1 2025 Added 14.39%
$45.1B
$3.15 Million 0.02% of portfolio
30,264
Q1 2025 Added 229.92%
$72.5B
$3.21 Million 0.02% of portfolio
108,939
Q1 2025 Reduced 3.96%
$11.6B
$3.74 Million 0.02% of portfolio
18,553
Q1 2025 New
$84.1B
$4.38 Million 0.02% of portfolio
23,942
Q1 2025 New
$90.4B
$2.86 Million 0.02% of portfolio
23,468
Q1 2025 Added 8.86%
$0
$2.74 Million 0.02% of portfolio
291,663
Q1 2025 Reduced 0.4%
$2.84B
$3.36 Million 0.02% of portfolio
205,157
Q1 2025 Added 1.47%
$76.7B
$4.23 Million 0.02% of portfolio
16,699
Q1 2025 Reduced 3.5%
$47.1B
$3.63 Million 0.02% of portfolio
50,099
Q1 2025 Added 21.2%
$41.7B
$4.28 Million 0.02% of portfolio
29,596
Q1 2025 Added 519.16%
$11.5B
$3.72 Million 0.02% of portfolio
55,705
Q1 2025 Added 47.88%
$16.6B
$4.31 Million 0.02% of portfolio
9,485
Q1 2025 Added 1.05%
$0
$3.38 Million 0.02% of portfolio
333,112
Q1 2025 Reduced 9.69%
$63.5B
$2.86 Million 0.02% of portfolio
75,537
Q1 2025 Added 36.12%
$1.61B
$3.48 Million 0.02% of portfolio
112,882
Q1 2025 Added 184.72%
$17.4B
$4.02 Million 0.02% of portfolio
33,710
Q1 2025 Added 19.15%
$23B
$2.78 Million 0.02% of portfolio
28,378
Q1 2025 Added 1.01%
$3.09B
$3.68 Million 0.02% of portfolio
398,453
Q1 2025 New
$0
$2.95 Million 0.02% of portfolio
195,786
Q1 2025 Added 24.01%
$38.9B
$3.32 Million 0.02% of portfolio
26,808
Q1 2025 Added 76.07%
$17.7B
$2.84 Million 0.02% of portfolio
10,630
Q1 2025 Added 3.2%
$25.6B
$3.31 Million 0.02% of portfolio
119,683
Q1 2025 Added 1.36%
$25.4B
$3.53 Million 0.02% of portfolio
6,185
Q1 2025 Reduced 14.34%
$19.7B
$3.15 Million 0.02% of portfolio
11,994
Q1 2025 Reduced 0.32%
$182B
$3.89 Million 0.02% of portfolio
7,847
Q1 2025 Added 0.93%
$17.1B
$3.75 Million 0.02% of portfolio
234,316
Q1 2025 Added 486.22%
$133B
$3.1 Million 0.02% of portfolio
4,567
Q1 2025 Added 42.9%
$2.08B
$3.28 Million 0.02% of portfolio
99,482
Q1 2025 Added 365.96%

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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