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
$26.3B
$1.38 Million 0.01% of portfolio
17,835
Q1 2025 Added 63.32%
$49.1B
$1.36 Million 0.01% of portfolio
18,266
Q1 2025 Added 29.99%
$0
$1.24 Million 0.01% of portfolio
85,526
Q1 2025 Reduced 13.83%
$2.34B
$995,000 0.01% of portfolio
70,605
Q1 2025 New
$44B
$1.77 Million 0.01% of portfolio
176,819
Q1 2025 Reduced 8.82%
$82.7B
$1.49 Million 0.01% of portfolio
15,432
Q1 2025 Reduced 44.84%
$2.65B
$987,000 0.01% of portfolio
65,220
Q1 2025 Reduced 0.98%
$51.6B
$1.35 Million 0.01% of portfolio
1,367
Q1 2025 Added 26.69%
$59.6B
$1.27 Million 0.01% of portfolio
19,412
Q1 2025 Added 18.08%
$10.2B
$2.25 Million 0.01% of portfolio
118,486
Q1 2025 Added 741.64%
$46.1B
$1.78 Million 0.01% of portfolio
11,174
Q1 2025 Added 2.22%
$1.69B
$1.72 Million 0.01% of portfolio
40,679
Q1 2025 Reduced 21.15%
$5.11B
$2.08 Million 0.01% of portfolio
37,939
Q1 2025 Reduced 2.7%
$73.6B
$1.18 Million 0.01% of portfolio
5,202
Q1 2025 Added 6.71%
$51.7B
$1.05 Million 0.01% of portfolio
38,724
Q1 2025 New
$16.2B
$1.87 Million 0.01% of portfolio
60,506
Q1 2025 New
$15.3B
$1.25 Million 0.01% of portfolio
20,617
Q1 2025 Added 367.08%
$19.1B
$945,000 0.01% of portfolio
12,187
Q1 2025 Added 0.57%
$0
$1.37 Million 0.01% of portfolio
163,742
Q1 2025 Reduced 1.24%
$75B
$1.91 Million 0.01% of portfolio
23,805
Q1 2025 Added 3.04%
$21.8B
$1.93 Million 0.01% of portfolio
76,054
Q1 2025 Added 110.93%
$20B
$2 Million 0.01% of portfolio
30,233
Q1 2025 Added 51.96%
$27.9B
$1.32 Million 0.01% of portfolio
11,474
Q1 2025 Reduced 18.06%
$5.87B
$1 Million 0.01% of portfolio
27,889
Q1 2025 Added 37.48%
$58.4B
$1.08 Million 0.01% of portfolio
34,661
Q1 2025 Added 2.93%
$14.9B
$1.28 Million 0.01% of portfolio
18,351
Q1 2025 Reduced 14.63%
$6.12B
$1.86 Million 0.01% of portfolio
36,394
Q1 2025 Reduced 1.77%
$9.15B
$2.15 Million 0.01% of portfolio
68,858
Q1 2025 New
$2.6B
$2.28 Million 0.01% of portfolio
32,224
Q1 2025 New
$41B
$932,000 0.01% of portfolio
19,255
Q1 2025 Reduced 60.08%
$893M
$1.22 Million 0.01% of portfolio
109,666
Q1 2025 Added 83.8%
$33.5B
$1.41 Million 0.01% of portfolio
2,426
Q1 2025 Reduced 27.37%
$44.2B
$1.74 Million 0.01% of portfolio
22,976
Q1 2025 Added 222.33%
$87.5B
$1.46 Million 0.01% of portfolio
14,180
Q1 2025 Added 0.05%
$7.14B
$1.55 Million 0.01% of portfolio
8,628
Q1 2025 Added 36.35%
$16.3B
$1.1 Million 0.01% of portfolio
27,406
Q1 2025 Reduced 8.97%
$383M
$1.92 Million 0.01% of portfolio
82,000
Q4 2024 Reduced 2.96%
$26.5B
$1.48 Million 0.01% of portfolio
15,031
Q1 2025 Added 12.16%
$0
$2.26 Million 0.01% of portfolio
201,488
Q1 2025 Reduced 1.43%
$0
$995,000 0.01% of portfolio
75,903
Q1 2025 New
$23.9B
$1.73 Million 0.01% of portfolio
239
Q1 2025 New
$59B
$1.69 Million 0.01% of portfolio
8,896
Q1 2025 Added 105.69%
$42.1B
$1.12 Million 0.01% of portfolio
10,884
Q1 2025 Added 6.88%
$15.4B
$2.64 Million 0.01% of portfolio
33,624
Q1 2025 Reduced 3.13%
$2.63B
$2.15 Million 0.01% of portfolio
36,823
Q1 2025 New
$98.3B
$2.41 Million 0.01% of portfolio
21,559
Q1 2025 Added 187.91%
$41.3B
$918,000 0.01% of portfolio
11,159
Q1 2025 Added 5.91%
$34.3B
$1.71 Million 0.01% of portfolio
12,299
Q1 2025 Added 117.37%
$19.5B
$1.17 Million 0.01% of portfolio
4,063
Q1 2025 Reduced 40.82%

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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