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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$403 Million 2.22% of portfolio
720,213
Q1 2025 Added 9.77%
$0
$329 Million 1.81% of portfolio
6,490,636
Q1 2025 Added 31.37%
$0
$248 Million 1.37% of portfolio
902,865
Q1 2025 Added 32.08%
$0
$246 Million 1.36% of portfolio
438,402
Q1 2025 Reduced 19.17%
$0
$230 Million 1.26% of portfolio
635,881
Q1 2025 Reduced 1.25%
$0
$187 Million 1.03% of portfolio
1,080,313
Q1 2025 Reduced 5.87%
$0
$177 Million 0.98% of portfolio
941,235
Q1 2025 Added 9.48%
$0
$137 Million 0.76% of portfolio
5,487,959
Q1 2025 Reduced 6.04%
$0
$131 Million 0.72% of portfolio
1,370,911
Q1 2025 Added 4.93%
$0
$113 Million 0.62% of portfolio
592,878
Q1 2025 Added 0.53%
$0
$105 Million 0.58% of portfolio
4,581,588
Q1 2025 Added 6,077.39%
$0
$105 Million 0.58% of portfolio
2,260,858
Q1 2025 Added 6.93%
$0
$103 Million 0.57% of portfolio
1,286,177
Q1 2025 Reduced 2.36%
$0
$99.3 Million 0.55% of portfolio
373,284
Q1 2025 Reduced 0.16%
$0
$100 Million 0.55% of portfolio
1,967,079
Q1 2025 Added 8.79%
$0
$96.5 Million 0.53% of portfolio
1,842,049
Q1 2025 Reduced 1.2%
$0
$93.7 Million 0.52% of portfolio
2,072,474
Q1 2025 Added 14.63%
$0
$90.6 Million 0.5% of portfolio
899,512
Q1 2025 Added 99.12%
$0
$88.2 Million 0.49% of portfolio
843,652
Q1 2025 Reduced 8.68%
$0
$77.5 Million 0.43% of portfolio
1,529,924
Q1 2025 Reduced 30.7%
$0
$75.3 Million 0.41% of portfolio
146,506
Q1 2025 Reduced 3.07%
$0
$72.8 Million 0.4% of portfolio
420,449
Q1 2025 Added 1.62%
$0
$71.9 Million 0.4% of portfolio
766,393
Q1 2025 Reduced 4.07%
$0
$72.3 Million 0.4% of portfolio
1,216,937
Q1 2025 Reduced 8.16%
$0
$63.6 Million 0.35% of portfolio
372,298
Q1 2025 Added 16.88%
$0
$60.4 Million 0.33% of portfolio
798,874
Q1 2025 Reduced 12.95%
$0
$59.7 Million 0.33% of portfolio
1,017,352
Q1 2025 Added 13.27%
$0
$55.8 Million 0.31% of portfolio
1,417,716
Q1 2025 Added 3.0%
$0
$56 Million 0.31% of portfolio
473,839
Q1 2025 Added 30.37%
$0
$55.4 Million 0.31% of portfolio
180,704
Q1 2025 Reduced 4.7%
$0
$54.3 Million 0.3% of portfolio
1,342,570
Q1 2025 Added 0.72%
$0
$53.9 Million 0.3% of portfolio
581,067
Q1 2025 Added 1.59%
$0
$53.8 Million 0.3% of portfolio
145,080
Q1 2025 Reduced 10.51%
$0
$51.1 Million 0.28% of portfolio
625,053
Q1 2025 Added 11.08%
$0
$48.6 Million 0.27% of portfolio
557,406
Q1 2025 Added 0.42%
$0
$48 Million 0.26% of portfolio
240,582
Q1 2025 Reduced 2.12%
$0
$45.7 Million 0.25% of portfolio
870,995
Q1 2025 Reduced 20.76%
$0
$43.7 Million 0.24% of portfolio
814,577
Q1 2025 Added 5.17%
$0
$39.6 Million 0.22% of portfolio
679,451
Q1 2025 Added 3.49%
$0
$39.1 Million 0.22% of portfolio
320,803
Q1 2025 Added 133.16%
$0
$37.7 Million 0.21% of portfolio
1,809,339
Q1 2025 Added 48.88%
$0
$37.6 Million 0.21% of portfolio
1,634,809
Q1 2025 Added 4.61%
$53.5B
$33.9 Million 0.19% of portfolio
575,484
Q1 2025 Reduced 15.57%
$0
$34.8 Million 0.19% of portfolio
792,834
Q1 2025 Added 1.94%
$0
$32.5 Million 0.18% of portfolio
845,722
Q1 2025 Added 5.15%
$0
$31.8 Million 0.18% of portfolio
623,289
Q1 2025 Added 10.66%
$0
$31.5 Million 0.17% of portfolio
343,541
Q1 2025 Added 16.84%
$0
$29.3 Million 0.16% of portfolio
641,010
Q1 2025 Added 9.76%
$0
$27.4 Million 0.15% of portfolio
58,384
Q1 2025 Reduced 10.6%

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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