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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.57 Million 0.03% of portfolio
140,075
Q4 2024 Reduced 0.11%
$0
$4.66 Million 0.02% of portfolio
151,328
Q4 2024 Reduced 0.31%
$0
$4.92 Million 0.02% of portfolio
70,006
Q4 2024 Reduced 2.77%
$0
$5.51 Million 0.02% of portfolio
84,229
Q4 2024 Reduced 15.03%
$0
$4.85 Million 0.02% of portfolio
98,114
Q4 2024 Reduced 45.71%
$0
$6.7 Million 0.02% of portfolio
114,206
Q4 2024 Reduced 2.28%
$0
$6.15 Million 0.02% of portfolio
66,079
Q4 2024 Reduced 58.01%
$0
$5.86 Million 0.02% of portfolio
124,073
Q4 2024 Reduced 42.83%
$0
$5.86 Million 0.02% of portfolio
55,459
Q4 2024 Added 0.24%
$0
$5.59 Million 0.02% of portfolio
42,567
Q4 2024 Reduced 37.92%
$0
$5.26 Million 0.02% of portfolio
47,712
Q4 2024 Added 1.93%
$0
$4.99 Million 0.02% of portfolio
56,440
Q4 2024 Added 2.58%
$0
$6.23 Million 0.02% of portfolio
58,440
Q4 2024 Added 114.98%
$0
$6.24 Million 0.02% of portfolio
70,091
Q4 2024 Reduced 5.3%
$0
$7.14 Million 0.02% of portfolio
227,103
Q4 2024 Reduced 0.33%
$0
$4.48 Million 0.02% of portfolio
99,161
Q4 2024 Reduced 0.51%
$0
$4.42 Million 0.02% of portfolio
45,685
Q4 2024 Reduced 6.88%
$0
$4.97 Million 0.02% of portfolio
11,684
Q4 2024 Added 7.0%
$0
$6.58 Million 0.02% of portfolio
85,203
Q4 2024 Reduced 8.07%
$0
$5.42 Million 0.02% of portfolio
29,761
Q4 2024 Reduced -0.0%
$0
$4.47 Million 0.02% of portfolio
75,824
Q4 2024 Reduced -0.0%
$0
$3.04 Million 0.01% of portfolio
45,922
Q4 2024 Reduced 78.61%
$0
$2.83 Million 0.01% of portfolio
68,405
Q4 2024 Added 56.43%
$0
$1.56 Million 0.01% of portfolio
45,049
Q4 2024 Reduced 13.15%
$0
$2.76 Million 0.01% of portfolio
32,201
Q4 2024 Added 3.14%
$0
$1.78 Million 0.01% of portfolio
65,840
Q4 2024 Added 43.48%
$0
$2.61 Million 0.01% of portfolio
54,224
Q4 2024 Reduced 2.91%
$0
$3.63 Million 0.01% of portfolio
152,357
Q4 2024 Reduced 3.08%
$0
$1.67 Million 0.01% of portfolio
34,236
Q4 2024 Added 1.55%
$0
$3.96 Million 0.01% of portfolio
160,638
Q4 2024 Reduced 0.75%
$0
$3.65 Million 0.01% of portfolio
153,728
Q4 2024 Reduced 1.85%
$0
$1.91 Million 0.01% of portfolio
71,393
Q4 2024 Reduced 4.94%
$0
$3.54 Million 0.01% of portfolio
94,971
Q4 2024 New
$0
$1.69 Million 0.01% of portfolio
74,167
Q4 2024 Reduced 4.25%
$0
$4.3 Million 0.01% of portfolio
40,214
Q4 2024 Reduced 32.06%
$0
$3.02 Million 0.01% of portfolio
28,673
Q4 2024 Reduced 8.73%
$0
$1.8 Million 0.01% of portfolio
13,885
Q4 2024 Reduced 33.33%
$0
$2.17 Million 0.01% of portfolio
16,033
Q4 2024 Reduced 4.15%
$0
$2.07 Million 0.01% of portfolio
16,600
Q4 2024 Added 44.01%
$0
$3.25 Million 0.01% of portfolio
27,691
Q4 2024 Reduced 68.97%
$0
$2.2 Million 0.01% of portfolio
35,940
Q4 2024 Added 110.22%
$0
$3.77 Million 0.01% of portfolio
41,457
Q4 2024 Added 4.81%
$0
$2.22 Million 0.01% of portfolio
42,364
Q4 2024 Reduced 3.77%
$0
$2.32 Million 0.01% of portfolio
55,584
Q4 2024 Reduced 0.8%
$0
$3.88 Million 0.01% of portfolio
74,466
Q4 2024 Reduced 8.15%
$0
$3.39 Million 0.01% of portfolio
72,046
Q4 2024 New
$0
$1.53 Million 0.01% of portfolio
27,654
Q4 2024 Reduced 2.35%
$0
$1.99 Million 0.01% of portfolio
77,468
Q4 2024 Reduced 71.04%
$0
$1.88 Million 0.01% of portfolio
36,032
Q4 2024 Reduced 0.67%

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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