Kovitz Investment Group Partners, LLC Banks—Regional

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81B
$74.9 Million 0.35% of portfolio
401,820
Q4 2024 Added 1.3%
$60.1B
$13.1 Million 0.06% of portfolio
305,553
Q4 2024 Reduced 11.81%
$31.2B
$11.2 Million 0.05% of portfolio
273,407
Q4 2024 Reduced 1.21%
$9.04B
$7.33 Million 0.03% of portfolio
122,943
Q4 2024 Added 4.42%
$6.15B
$5.84 Million 0.03% of portfolio
124,167
Q4 2024 Reduced 17.49%
$25.6B
$4.4 Million 0.02% of portfolio
98,290
Q4 2024 Added 0.6%
$17.8B
$4.11 Million 0.02% of portfolio
235,652
Q4 2024 Added 0.57%
$73.4B
$3.68 Million 0.02% of portfolio
81,402
Q4 2024 Reduced 11.33%
$3.04B
$3.09 Million 0.01% of portfolio
202,617
Q4 2024 Added 1.71%
$355M
$1.91 Million 0.01% of portfolio
82,000
Q4 2024 Reduced 2.96%
$9.62B
$1.53 Million 0.01% of portfolio
19,636
Q4 2024 Reduced 5.07%
$1.08B
$1.28 Million 0.01% of portfolio
47,702
Q4 2024 Added 4.78%
$7.19B
$1.12 Million 0.01% of portfolio
18,087
Q4 2024 Added 18.07%
$1.03B
$870,000 0.0% of portfolio
16,451
Q4 2024 Reduced 2.91%
$25.4B
$853,000 0.0% of portfolio
50,927
Q4 2024 Reduced 20.85%
$989M
$851,000 0.0% of portfolio
26,399
Q4 2024 Added 23.07%
$8.38B
$603,000 0.0% of portfolio
4,866
Q4 2024 Reduced 46.73%
$34.5B
$597,000 0.0% of portfolio
3,078
Q4 2024 Reduced 5.91%
$63.8M
$574,000 0.0% of portfolio
46,555
Q4 2024 Reduced 14.08%
$446M
$511,000 0.0% of portfolio
79,250
Q4 2024 Reduced 50.69%
$72.7B
$510,000 0.0% of portfolio
17,425
Q2 2025 New
$25.1B
$445,000 0.0% of portfolio
18,960
Q4 2024 Added 8.09%
$1.34B
$390,000 0.0% of portfolio
5,347
Q4 2024 Reduced 1.29%
$3.94B
$355,000 0.0% of portfolio
14,575
Q4 2024 Reduced 12.23%
$10.8B
$287,000 0.0% of portfolio
5,263
Q4 2024 Added 12.33%
$5.74B
$279,000 0.0% of portfolio
19,141
Q4 2024 Reduced 6.7%
$978M
$248,000 0.0% of portfolio
8,436
Q4 2024 Added 1.13%
$8.51B
$245,000 0.0% of portfolio
4,722
Q4 2024 Added 2.77%
$584M
$236,000 0.0% of portfolio
5,828
Q4 2024 Reduced 17.11%
$226M
$216,000 0.0% of portfolio
17,344
Q2 2025 New
$29.2B
$215,000 0.0% of portfolio
110
Q4 2024 Added 28.18%
$1.58B
$165,000 0.0% of portfolio
12,936
Q4 2024 Added 4.46%
$17.8B
$162,000 0.0% of portfolio
4,699
Q2 2025 New
$84B
$101,000 0.0% of portfolio
18,172
Q4 2024 Reduced 12.48%
$75.1B
$98,000 0.0% of portfolio
23,095
Q4 2024 Reduced 22.28%
$263M
$95,000 0.0% of portfolio
10,000
Q4 2024 Added 65.0%
$78.2M
$75,000 0.0% of portfolio
21,000
Q2 2025 New
$5.5M
$60,000 0.0% of portfolio
39,520
Q2 2025 New
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