Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

Kovitz Investment Group Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $28.6 Billion distributed in 1141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.18B, Meta Platforms, Inc. with a value of $1.01B, Alphabet Inc. with a value of $989M, Apple Inc. with a value of $881M, and Schwab Charles Corp with a value of $815M.

Examining the 13F form we can see an decrease of $4K in the current position value, from $28.6B to 28.6B.

Below you can find more details about Kovitz Investment Group Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $28.6 Billion
ETFs: $6.01 Billion
Technology: $5.97 Billion
Financial Services: $5.08 Billion
Consumer Cyclical: $3.03 Billion
Communication Services: $2.4 Billion
Healthcare: $1.96 Billion
Consumer Defensive: $1.76 Billion
Industrials: $1.41 Billion
Other: $1.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.9B
$243,000 0.0% of portfolio
4,447
Q4 2024 New
$85.4B
$115,000 0.0% of portfolio
11,912
Q4 2024 Added 1.17%
$23.7B
$73,000 0.0% of portfolio
38,530
Q4 2024 Added 2.22%
$117B
$92,000 0.0% of portfolio
20,378
Q4 2024 Reduced 10.97%
$65.7B
$322,000 0.0% of portfolio
3,319
Q4 2024 New
$63.4B
$1.19 Million 0.0% of portfolio
89,567
Q4 2024 Added 1.21%
$33.4B
$215,000 0.0% of portfolio
13,918
Q4 2024 New
$7.4B
$258,000 0.0% of portfolio
6,660
Q4 2024 New
$16.9B
$752,000 0.0% of portfolio
25,798
Q4 2024 Reduced 82.01%
$17B
$1.42 Million 0.0% of portfolio
24,317
Q4 2024 Added 2.03%
$125B
$477,000 0.0% of portfolio
9,782
Q4 2024 Reduced 6.26%
$20.4B
$593,000 0.0% of portfolio
3,878
Q4 2024 Reduced 26.41%
$13.4B
$326,000 0.0% of portfolio
4,964
Q4 2024 Reduced 2.3%
$0
$192,000 0.0% of portfolio
18,400
Q4 2024 New
$5.51B
$336,000 0.0% of portfolio
10,429
Q4 2024 Reduced 13.63%
$811M
$168,000 0.0% of portfolio
40,000
Q3 2024 New
$268M
$161,000 0.0% of portfolio
16,500
Q4 2024 Reduced 23.25%
$5.27B
$258,000 0.0% of portfolio
19,295
Q4 2024 Added 14.17%
$9.53B
$757,000 0.0% of portfolio
32,572
Q4 2024 Reduced 0.85%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.36%
-
$0 0.0% of portfolio
-
Q3 2024 New
$597M
$0 0.0% of portfolio
-
Q4 2024 New
$303M
$849,000 0.0% of portfolio
101,188
Q4 2024 New
$91.6B
$439,000 0.0% of portfolio
12,105
Q4 2024 Reduced 17.36%
$13.7B
$218,000 0.0% of portfolio
6,876
Q4 2024 Reduced 37.07%
$34.2B
$263,000 0.0% of portfolio
2,580
Q4 2024 New
$486M
$106,000 0.0% of portfolio
34,250
Q4 2024 Added 37.0%
$12.4B
$269,000 0.0% of portfolio
2,606
Q4 2024 New
$0
$304,000 0.0% of portfolio
45,075
Q4 2024 New
$34.9B
$1.15 Million 0.0% of portfolio
9,708
Q4 2024 Reduced 86.1%
$33.6B
$626,000 0.0% of portfolio
10,338
Q4 2024 New
$22.5B
$271,000 0.0% of portfolio
8,554
Q4 2024 Reduced 28.01%
$15.3B
$379,000 0.0% of portfolio
4,452
Q4 2024 New
$21.2B
$1.06 Million 0.0% of portfolio
9,673
Q3 2024 Added 0.92%
$5.54B
$473,000 0.0% of portfolio
5,369
Q4 2024 Reduced 3.97%
$8.49B
$216,000 0.0% of portfolio
1,175
Q4 2024 New
$59B
$534,000 0.0% of portfolio
1,560
Q4 2024 Reduced 43.66%
$28.6B
$346,000 0.0% of portfolio
1,858
Q4 2024 Reduced 26.56%
$58.3B
$510,000 0.0% of portfolio
2,375
Q4 2024 Added 26.26%
$30.2B
$1.28 Million 0.0% of portfolio
24,052
Q4 2024 Reduced 8.85%
$26B
$922,000 0.0% of portfolio
8,807
Q4 2024 Added 0.3%
$23.2B
$1.29 Million 0.0% of portfolio
8,949
Q4 2024 Added 1.51%
$5.74B
$360,000 0.0% of portfolio
3,618
Q4 2024 Reduced 3.57%
$3.1B
$877,000 0.0% of portfolio
19,137
Q4 2024 Reduced 66.5%
$2.45B
$635,000 0.0% of portfolio
24,430
Q4 2024 Reduced 14.11%
$17.8B
$1.32 Million 0.0% of portfolio
8,124
Q4 2024 Reduced 1.47%
$21.2B
$671,000 0.0% of portfolio
10,079
Q4 2024 Reduced 28.06%
$10.8B
$1.18 Million 0.0% of portfolio
934
Q4 2024 New
$18.5B
$707,000 0.0% of portfolio
9,088
Q4 2024 Reduced 2.4%

Summary

  • Portfolio
  • No. of Stocks 1,141
  • Current Value $28.6 Billion
  • Prior Value $28.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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