Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.6 Billion distributed in 1394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $881M, Apple Inc. with a value of $762M, Powell Industries Inc with a value of $703M, Amazon Com Inc with a value of $530M, and Spdr S&P 500 ETF Trust with a value of $528M.

Examining the 13F form we can see an increase of $2.07B in the current position value, from $21.5B to 23.6B.

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

Portfolio value $23.6 Billion
ETFs: $7.74 Billion
Technology: $5.04 Billion
Financial Services: $2.93 Billion
Industrials: $2.11 Billion
Healthcare: $1.6 Billion
Consumer Cyclical: $1.46 Billion
Communication Services: $1.31 Billion
Consumer Defensive: $651 Million
Other: $768 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$528 Million 2.24% of portfolio
792,599
Q3 2025 Added 5.45%
$0
$397 Million 1.68% of portfolio
7,818,805
Q3 2025 Added 3.38%
$0
$383 Million 1.62% of portfolio
572,969
Q3 2025 Added 19.92%
$0
$292 Million 1.24% of portfolio
623,541
Q3 2025 Reduced 0.97%
$0
$291 Million 1.23% of portfolio
886,410
Q3 2025 Added 1.04%
$0
$206 Million 0.87% of portfolio
1,106,265
Q3 2025 Reduced 0.75%
$0
$187 Million 0.79% of portfolio
916,955
Q3 2025 Reduced 0.43%
$0
$182 Million 0.77% of portfolio
5,701,018
Q3 2025 Added 1.59%
$0
$148 Million 0.63% of portfolio
717,964
Q3 2025 Added 0.5%
$0
$128 Million 0.54% of portfolio
2,134,598
Q3 2025 Added 3.46%
$0
$122 Million 0.52% of portfolio
1,265,159
Q3 2025 Reduced 1.61%
$0
$117 Million 0.5% of portfolio
1,164,581
Q3 2025 Reduced 14.19%
$0
$118 Million 0.5% of portfolio
2,594,064
Q3 2025 Added 5.09%
$0
$115 Million 0.49% of portfolio
4,993,207
Q3 2025 Reduced 5.08%
$0
$115 Million 0.49% of portfolio
1,294,595
Q3 2025 Added 0.06%
$0
$110 Million 0.47% of portfolio
179,827
Q3 2025 Added 1.71%
$0
$107 Million 0.45% of portfolio
2,271,932
Q3 2025 Reduced 1.21%
$0
$98.8 Million 0.42% of portfolio
831,644
Q3 2025 Reduced 0.64%
$0
$99.7 Million 0.42% of portfolio
1,964,991
Q3 2025 Reduced 19.7%
$0
$94.9 Million 0.4% of portfolio
1,789,994
Q3 2025 Reduced 0.22%
$0
$94.3 Million 0.4% of portfolio
354,424
Q3 2025 Reduced 1.88%
$0
$87.7 Million 0.37% of portfolio
1,196,553
Q3 2025 Reduced 21.11%
$0
$73.6 Million 0.31% of portfolio
387,864
Q3 2025 Reduced 11.57%
$0
$71.1 Million 0.3% of portfolio
1,542,252
Q3 2025 Added 1.32%
$0
$67.7 Million 0.29% of portfolio
775,348
Q3 2025 Reduced 4.83%
$0
$68 Million 0.29% of portfolio
349,534
Q3 2025 Added 1.13%
$0
$65.1 Million 0.28% of portfolio
178,035
Q3 2025 Reduced 3.68%
$0
$67 Million 0.28% of portfolio
139,773
Q3 2025 Reduced 1.71%
$0
$63 Million 0.27% of portfolio
1,069,672
Q3 2025 Reduced 1.95%
$0
$63.4 Million 0.27% of portfolio
1,056,794
Q3 2025 Reduced 2.09%
$0
$60.6 Million 0.26% of portfolio
648,662
Q3 2025 Added 6.17%
$0
$61.3 Million 0.26% of portfolio
644,563
Q3 2025 Reduced 8.33%
$0
$58.1 Million 0.25% of portfolio
1,284,595
Q3 2025 Reduced 3.89%
$0
$55.7 Million 0.24% of portfolio
465,686
Q3 2025 Reduced 20.07%
$0
$53.3 Million 0.23% of portfolio
993,835
Q3 2025 Added 13.01%
$0
$50.9 Million 0.22% of portfolio
940,501
Q3 2025 Reduced 3.78%
$0
$52.5 Million 0.22% of portfolio
268,224
Q3 2025 Added 8.07%
$0
$51.1 Million 0.22% of portfolio
513,072
Q3 2025 Added 197.05%
$0
$50.4 Million 0.21% of portfolio
505,994
Q3 2025 Added 2.45%
$0
$49.6 Million 0.21% of portfolio
340,808
Q3 2025 Added 0.88%
$0
$49.6 Million 0.21% of portfolio
204,808
Q3 2025 Reduced 2.29%
$0
$46.3 Million 0.2% of portfolio
1,011,270
Q3 2025 Added 11.73%
$0
$46.2 Million 0.2% of portfolio
460,569
Q3 2025 Added 10.38%
$65.3B
$45.7 Million 0.19% of portfolio
628,271
Q3 2025 Reduced 6.02%
$0
$39.1 Million 0.17% of portfolio
599,496
Q3 2025 Added 10.7%
$0
$37.1 Million 0.16% of portfolio
61,748
Q3 2025 Added 1.03%
$0
$37.1 Million 0.16% of portfolio
1,603,899
Q3 2025 Reduced 1.41%
$0
$38.3 Million 0.16% of portfolio
461,199
Q3 2025 Reduced 0.07%
$0
$35.4 Million 0.15% of portfolio
2,221,703
Q3 2025 Added 155.09%

Summary

  • Portfolio
  • No. of Stocks 1,394
  • Current Value $23.6 Billion
  • Prior Value $21.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 138 stocks
  • Additional Purchases 642 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 546 stocks
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