Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $21.5 Billion distributed in 1354 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $805M, Apple Inc. with a value of $588M, Amazon Com Inc with a value of $525M, Spdr S&P 500 ETF Trust with a value of $464M, and Broadcom Inc. with a value of $384M.

Examining the 13F form we can see an increase of $3.4B in the current position value, from $18.2B to 21.5B.

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

Portfolio value $21.5 Billion
ETFs: $7.31 Billion
Technology: $4.36 Billion
Financial Services: $2.84 Billion
Industrials: $1.63 Billion
Consumer Cyclical: $1.46 Billion
Healthcare: $1.36 Billion
Communication Services: $1.14 Billion
Consumer Defensive: $676 Million
Other: $778 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$464 Million 2.16% of portfolio
751,664
Q2 2025 Added 4.37%
$0
$384 Million 1.78% of portfolio
7,563,407
Q2 2025 Added 16.53%
$0
$297 Million 1.38% of portfolio
477,811
Q2 2025 Added 8.99%
$0
$267 Million 1.24% of portfolio
629,660
Q2 2025 Reduced 0.98%
$0
$267 Million 1.24% of portfolio
877,260
Q2 2025 Reduced 2.84%
$0
$197 Million 0.91% of portfolio
1,114,581
Q2 2025 Added 3.17%
$0
$179 Million 0.83% of portfolio
920,920
Q2 2025 Reduced 2.16%
$0
$164 Million 0.76% of portfolio
5,611,963
Q2 2025 Added 2.26%
$0
$140 Million 0.65% of portfolio
714,381
Q2 2025 Added 20.49%
$0
$137 Million 0.63% of portfolio
1,357,194
Q2 2025 Added 50.88%
$0
$124 Million 0.58% of portfolio
2,447,023
Q2 2025 Added 59.94%
$0
$123 Million 0.57% of portfolio
1,285,818
Q2 2025 Reduced 6.21%
$0
$121 Million 0.56% of portfolio
5,260,457
Q2 2025 Added 14.82%
$0
$118 Million 0.55% of portfolio
2,063,162
Q2 2025 Added 4.88%
$0
$111 Million 0.52% of portfolio
2,468,448
Q2 2025 Added 19.11%
$0
$108 Million 0.5% of portfolio
1,516,681
Q2 2025 Added 7.56%
$0
$107 Million 0.49% of portfolio
2,299,857
Q2 2025 Added 1.72%
$0
$100 Million 0.47% of portfolio
176,805
Q2 2025 Added 20.68%
$0
$96.1 Million 0.45% of portfolio
361,217
Q2 2025 Reduced 3.23%
$0
$95.7 Million 0.44% of portfolio
869,187
Q2 2025 Added 49.58%
$0
$94.6 Million 0.44% of portfolio
1,793,896
Q2 2025 Reduced 2.61%
$0
$91.5 Million 0.42% of portfolio
837,031
Q2 2025 Reduced 0.78%
$0
$79.7 Million 0.37% of portfolio
438,618
Q2 2025 Added 4.32%
$0
$68 Million 0.32% of portfolio
814,673
Q2 2025 Added 1.98%
$0
$69.4 Million 0.32% of portfolio
582,634
Q2 2025 Added 22.96%
$0
$66 Million 0.31% of portfolio
703,159
Q2 2025 Reduced 8.25%
$0
$65.2 Million 0.3% of portfolio
1,522,218
Q2 2025 Added 7.37%
$0
$64.1 Million 0.3% of portfolio
1,090,974
Q2 2025 Added 7.24%
$0
$64.6 Million 0.3% of portfolio
1,079,310
Q2 2025 Reduced 11.31%
$0
$63.2 Million 0.29% of portfolio
345,616
Q2 2025 Reduced 7.17%
$0
$62.8 Million 0.29% of portfolio
184,834
Q2 2025 Added 2.29%
$0
$62.3 Million 0.29% of portfolio
142,204
Q2 2025 Reduced 1.98%
$0
$56.5 Million 0.26% of portfolio
1,336,616
Q2 2025 Reduced 0.44%
$0
$54.6 Million 0.25% of portfolio
610,966
Q2 2025 Reduced 2.25%
$0
$52.1 Million 0.24% of portfolio
977,413
Q2 2025 Added 12.22%
$0
$47.2 Million 0.22% of portfolio
879,419
Q2 2025 Added 7.96%
$0
$45 Million 0.21% of portfolio
493,893
Q2 2025 Reduced 11.39%
$0
$45.6 Million 0.21% of portfolio
337,836
Q2 2025 Added 5.31%
$0
$45.2 Million 0.21% of portfolio
209,601
Q2 2025 Reduced 12.88%
$0
$43 Million 0.2% of portfolio
248,187
Q2 2025 Added 11,300.41%
$53.5B
$41.7 Million 0.19% of portfolio
668,502
Q2 2025 Added 16.16%
$0
$41.4 Million 0.19% of portfolio
417,263
Q2 2025 Added 272.16%
$0
$38.3 Million 0.18% of portfolio
905,106
Q2 2025 Added 7.02%
$0
$38.2 Million 0.18% of portfolio
461,538
Q2 2025 Added 63.27%
$0
$37.4 Million 0.17% of portfolio
1,626,832
Q2 2025 Reduced 0.49%
$0
$34.9 Million 0.16% of portfolio
795,203
Q2 2025 Added 0.3%
$0
$33.7 Million 0.16% of portfolio
61,119
Q2 2025 Added 4.68%
$0
$33.6 Million 0.16% of portfolio
541,542
Q2 2025 Reduced 20.3%
$0
$32 Million 0.15% of portfolio
626,276
Q2 2025 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 1,354
  • Current Value $21.5 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 170 stocks
  • Additional Purchases 669 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 459 stocks
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