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
$7B
$3.76 Million 0.02% of portfolio
60,386
Q1 2025 New
$10.1B
$3.78 Million 0.02% of portfolio
62,028
Q1 2025 Added 151.92%
$12.2B
$4.29 Million 0.02% of portfolio
158,841
Q1 2025 Added 295.14%
$50.8B
$4.1 Million 0.02% of portfolio
76,535
Q1 2025 Reduced 24.94%
$0
$2.88 Million 0.02% of portfolio
320,210
Q1 2025 Reduced 1.11%
$31.4B
$3.7 Million 0.02% of portfolio
74,456
Q1 2025 Added 1,069.59%
$40.6B
$3.96 Million 0.02% of portfolio
80,301
Q1 2025 Reduced 21.74%
$14.4B
$3.8 Million 0.02% of portfolio
45,830
Q1 2025 Added 214.79%
$10.2B
$3.24 Million 0.02% of portfolio
75,682
Q1 2025 Reduced 2.07%
$80.2B
$4.32 Million 0.02% of portfolio
301,196
Q1 2025 Added 0.17%
$60.2B
$4.19 Million 0.02% of portfolio
33,927
Q1 2025 Added 13.42%
$10.7B
$3.15 Million 0.02% of portfolio
57,862
Q1 2025 Reduced 3.57%
$0
$3.96 Million 0.02% of portfolio
203,165
Q1 2025 Added 4.18%
$56.9B
$2.88 Million 0.02% of portfolio
11,343
Q1 2025 Added 229.93%
$12B
$2.76 Million 0.02% of portfolio
37,395
Q1 2025 New
$59B
$4.39 Million 0.02% of portfolio
6,929
Q1 2025 Added 80.49%
$15.5B
$3.73 Million 0.02% of portfolio
119,761
Q1 2025 New
$122B
$3.49 Million 0.02% of portfolio
62,859
Q1 2025 Added 294.4%
$361B
$2.94 Million 0.02% of portfolio
10,955
Q1 2025 Reduced 8.83%
$49.2B
$2.85 Million 0.02% of portfolio
68,240
Q1 2025 Added 4.82%
$139B
$3.87 Million 0.02% of portfolio
7,045
Q1 2025 Added 87.22%
$21.2B
$2.76 Million 0.02% of portfolio
33,077
Q1 2025 Added 6.61%
$147B
$4.45 Million 0.02% of portfolio
11,948
Q1 2025 Added 47.93%
$31.6B
$3.85 Million 0.02% of portfolio
72,774
Q1 2025 Added 416.93%
$1.27T
$3.84 Million 0.02% of portfolio
23,133
Q1 2025 Reduced 4.79%
$37.7B
$3.26 Million 0.02% of portfolio
16,240
Q1 2025 Reduced 44.38%
$86.5B
$2.91 Million 0.02% of portfolio
2,106
Q1 2025 Added 19.93%
$72.6B
$4.08 Million 0.02% of portfolio
37,076
Q1 2025 Added 72.89%
$67.2B
$3.26 Million 0.02% of portfolio
77,258
Q1 2025 Added 10.26%
$26.1B
$2.82 Million 0.02% of portfolio
41,060
Q1 2025 Reduced 0.31%
$119B
$4.11 Million 0.02% of portfolio
8,469
Q1 2025 Reduced 49.86%
$35B
$2.99 Million 0.02% of portfolio
12,833
Q1 2025 Added 4.85%
$4.33B
$1.11 Million 0.01% of portfolio
24,427
Q1 2025 New
$8.04B
$1.25 Million 0.01% of portfolio
13,506
Q1 2025 Added 21.34%
$6.47B
$1.64 Million 0.01% of portfolio
33,930
Q1 2025 Added 399.41%
$55.6B
$2.46 Million 0.01% of portfolio
20,597
Q1 2025 Added 265.71%
$10.8B
$1.64 Million 0.01% of portfolio
74,595
Q1 2025 Reduced 20.33%
$5.29B
$2.49 Million 0.01% of portfolio
81,772
Q1 2025 Added 5.32%
$42.6B
$1.06 Million 0.01% of portfolio
11,201
Q1 2025 Reduced 10.42%
$15B
$1.04 Million 0.01% of portfolio
6,557
Q1 2025 Reduced 21.3%
$1.88B
$2.37 Million 0.01% of portfolio
203,855
Q1 2025 New
$41.3B
$951,000 0.01% of portfolio
5,526
Q1 2025 Reduced 0.16%
$6.38B
$1.8 Million 0.01% of portfolio
85,438
Q1 2025 New
$296B
$1.81 Million 0.01% of portfolio
2,727
Q1 2025 Added 130.52%
$215B
$1.35 Million 0.01% of portfolio
18,320
Q1 2025 Added 2.93%
$5.14B
$1.23 Million 0.01% of portfolio
25,674
Q1 2025 Added 23.83%
$53B
$1.51 Million 0.01% of portfolio
2,875
Q1 2025 Added 165.96%
$75.3B
$1.07 Million 0.01% of portfolio
69,628
Q1 2025 Reduced 22.26%
$18.1B
$1.7 Million 0.01% of portfolio
23,915
Q1 2025 Reduced 1.65%

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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