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
$15.2B
$2.13 Million 0.01% of portfolio
28,874
Q1 2025 Added 12.38%
$18.5B
$1.95 Million 0.01% of portfolio
14,216
Q1 2025 Added 266.58%
$0
$2.05 Million 0.01% of portfolio
122,645
Q1 2025 Reduced 2.14%
$0
$1.98 Million 0.01% of portfolio
247,774
Q1 2025 Reduced 13.08%
$4.62B
$2.53 Million 0.01% of portfolio
81,944
Q1 2025 Reduced 2.58%
$98.3B
$2.32 Million 0.01% of portfolio
68,527
Q1 2025 Reduced 89.03%
$321M
$980,000 0.01% of portfolio
102,304
Q1 2025 Added 1.1%
$276M
$1.51 Million 0.01% of portfolio
88,712
Q1 2025 Reduced 0.35%
$780M
$1.13 Million 0.01% of portfolio
30,431
Q1 2025 New
$13B
$1.11 Million 0.01% of portfolio
11,291
Q1 2025 Reduced 30.54%
$1.05B
$1.31 Million 0.01% of portfolio
49,995
Q1 2025 Added 0.02%
$88B
$1.79 Million 0.01% of portfolio
7,031
Q1 2025 Reduced 3.67%
$2.49B
$1.86 Million 0.01% of portfolio
38,438
Q1 2025 Added 0.98%
$12.2B
$2.52 Million 0.01% of portfolio
20,642
Q1 2025 Added 1.15%
$21.1B
$2.19 Million 0.01% of portfolio
6,426
Q1 2025 Reduced 6.45%
$64.3B
$2.34 Million 0.01% of portfolio
36,905
Q1 2025 Added 9.15%
$21.2B
$964,000 0.01% of portfolio
9,660
Q1 2025 Reduced 0.13%
$61.6B
$1.09 Million 0.01% of portfolio
2,956
Q1 2025 Added 89.49%
$25.6B
$1.38 Million 0.01% of portfolio
20,935
Q1 2025 Reduced 12.96%
$23.6B
$987,000 0.01% of portfolio
8,971
Q1 2025 Added 1.86%
$12.6B
$2.52 Million 0.01% of portfolio
41,711
Q1 2025 Reduced 90.71%
$23.7B
$1.3 Million 0.01% of portfolio
8,787
Q1 2025 Reduced 1.81%
$22.5B
$2.65 Million 0.01% of portfolio
12,914
Q1 2025 Reduced 0.09%
$15.9B
$1.37 Million 0.01% of portfolio
9,304
Q1 2025 Added 14.52%
$950M
$1.29 Million 0.01% of portfolio
952
Q1 2025 Added 1.93%
$39.1B
$2.59 Million 0.01% of portfolio
33,901
Q1 2025 Added 361.11%
$7.67B
$1.19 Million 0.01% of portfolio
19,124
Q1 2025 Reduced 10.45%
$1.42B
$921,000 0.01% of portfolio
26,025
Q1 2025 Added 375.95%
$101B
$2.43 Million 0.01% of portfolio
6,899
Q1 2025 Reduced 28.15%
$12.8B
$2.71 Million 0.01% of portfolio
30,385
Q1 2025 Added 0.23%
$45.7B
$978,000 0.01% of portfolio
7,695
Q1 2025 Added 26.71%
$32.1B
$2.29 Million 0.01% of portfolio
25,096
Q1 2025 Added 30.63%
$21.5B
$2.23 Million 0.01% of portfolio
59,708
Q1 2025 Added 174.15%
$25.1B
$968,000 0.01% of portfolio
6,056
Q1 2025 Reduced 39.09%
$54.7B
$1.47 Million 0.01% of portfolio
8,619
Q1 2025 Added 10.36%
$48B
$911,000 0.01% of portfolio
16,254
Q1 2025 Reduced 9.3%
$26.8B
$1.05 Million 0.01% of portfolio
5,981
Q1 2025 Added 48.23%
$19.7B
$2.32 Million 0.01% of portfolio
69,709
Q1 2025 Added 185.77%
$26.1B
$1.6 Million 0.01% of portfolio
11,540
Q1 2025 Added 2.44%
$37.3B
$1.09 Million 0.01% of portfolio
14,598
Q1 2025 Reduced 6.65%
$42.2B
$1.56 Million 0.01% of portfolio
23,039
Q1 2025 Added 0.62%
$90.6B
$1.38 Million 0.01% of portfolio
31,127
Q1 2025 Added 302.16%
$5.27B
$1.01 Million 0.01% of portfolio
16,210
Q1 2025 Reduced 3.68%
$32B
$2.19 Million 0.01% of portfolio
8,985
Q1 2025 Added 0.96%
$70.6B
$2.07 Million 0.01% of portfolio
2,543
Q1 2025 Added 65.34%
$740M
$1.18 Million 0.01% of portfolio
42,559
Q1 2025 Added 25.2%
$22.5B
$1.17 Million 0.01% of portfolio
18,872
Q1 2025 Added 7.37%
$42.7B
$1.24 Million 0.01% of portfolio
26,950
Q1 2025 Reduced 72.86%
$38.5B
$1.42 Million 0.01% of portfolio
768
Q1 2025 Reduced 9.54%

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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email