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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.7B
$1.56 Million 0.01% of portfolio
21,497
Q4 2024 Added 2.1%
$6.09B
$2.08 Million 0.01% of portfolio
37,048
Q4 2024 Reduced 0.29%
$28.6B
$2.77 Million 0.01% of portfolio
48,237
Q4 2024 Reduced 0.76%
$88.4B
$3.79 Million 0.01% of portfolio
63,513
Q4 2024 Reduced 54.28%
$27.7B
$1.98 Million 0.01% of portfolio
3,340
Q4 2024 Added 7.67%
$84.2B
$3.46 Million 0.01% of portfolio
7,318
Q4 2024 Reduced 54.57%
$20.1B
$2.03 Million 0.01% of portfolio
17,475
Q4 2024 Reduced 79.85%
$0
$2.86 Million 0.01% of portfolio
323,793
Q4 2024 Reduced 0.78%
$376M
$2.01 Million 0.01% of portfolio
82,000
Q4 2024 Reduced 2.96%
$0
$2.31 Million 0.01% of portfolio
204,407
Q4 2024 Reduced 33.47%
$84.1B
$3.78 Million 0.01% of portfolio
3,185
Q4 2024 Reduced 2.18%
$54.6B
$3.58 Million 0.01% of portfolio
19,673
Q4 2024 Added 88.22%
$11.9B
$2.93 Million 0.01% of portfolio
34,709
Q4 2024 Reduced 2.51%
$92.4B
$3.87 Million 0.01% of portfolio
300,680
Q4 2024 Reduced 20.14%
$60.4B
$3.41 Million 0.01% of portfolio
29,913
Q4 2024 Reduced 19.59%
$11.6B
$2.72 Million 0.01% of portfolio
60,006
Q4 2024 Reduced 2.13%
$0
$3.8 Million 0.01% of portfolio
195,022
Q4 2024 Reduced 6.45%
$0
$3.15 Million 0.01% of portfolio
31,420
Q4 2024 Added 6.77%
$10.6B
$1.5 Million 0.01% of portfolio
17,655
Q4 2024 Reduced 84.42%
$10.5B
$3.13 Million 0.01% of portfolio
77,282
Q4 2024 New
$34.5B
$4.17 Million 0.01% of portfolio
78,118
Q4 2024 Added 2,370.52%
$70.6B
$2.73 Million 0.01% of portfolio
3,839
Q4 2024 Added 4.01%
$16.4B
$1.85 Million 0.01% of portfolio
6,866
Q4 2024 Added 9.72%
$5.08B
$2.71 Million 0.01% of portfolio
373,764
Q4 2024 Reduced 4.75%
$60.7B
$2.52 Million 0.01% of portfolio
4,840
Q4 2024 Added 8.35%
$55B
$3.06 Million 0.01% of portfolio
13,272
Q4 2024 Reduced 1.04%
$14.8B
$2.62 Million 0.01% of portfolio
21,271
Q4 2024 Added 79.61%
$5.21B
$2.61 Million 0.01% of portfolio
25,023
Q4 2024 Reduced 2.02%
$319B
$2.96 Million 0.01% of portfolio
12,016
Q4 2024 Reduced 4.72%
$58.1B
$2.5 Million 0.01% of portfolio
65,101
Q4 2024 Reduced 4.91%
$0
$2.29 Million 0.01% of portfolio
98,897
Q4 2024 Added 55.95%
$0
$3.25 Million 0.01% of portfolio
122,076
Q4 2024 New
$0
$3.96 Million 0.01% of portfolio
174,413
Q4 2024 Added 215.94%
$0
$3.26 Million 0.01% of portfolio
14,041
Q4 2024 Reduced 52.22%
$10.8B
$1.53 Million 0.01% of portfolio
17,248
Q4 2024 Reduced 5.25%
$17.4B
$2.18 Million 0.01% of portfolio
6,435
Q4 2024 Reduced 76.58%
$0
$2.67 Million 0.01% of portfolio
20,244
Q4 2024 Reduced 3.23%
$0
$1.93 Million 0.01% of portfolio
24,233
Q4 2024 Added 720.07%
$0
$1.95 Million 0.01% of portfolio
59,597
Q4 2024 Reduced 2.95%
$0
$3.56 Million 0.01% of portfolio
45,738
Q4 2024 New
$116B
$1.68 Million 0.01% of portfolio
3,763
Q4 2024 Reduced 49.33%
$0
$1.78 Million 0.01% of portfolio
74,994
Q4 2024 Reduced 4.45%
$21B
$2.35 Million 0.01% of portfolio
31,025
Q4 2024 Reduced 11.1%
$1.97B
$2.92 Million 0.01% of portfolio
15,614
Q4 2024 Reduced 0.06%
$140B
$2.91 Million 0.01% of portfolio
8,077
Q4 2024 Reduced 30.91%
$68.6B
$1.52 Million 0.01% of portfolio
3,127
Q4 2024 New
$17.7B
$2.31 Million 0.01% of portfolio
35,351
Q4 2024 Reduced 82.59%
$13.7B
$1.68 Million 0.01% of portfolio
13,336
Q4 2024 Reduced 0.21%
$2.65B
$2.84 Million 0.01% of portfolio
61,478
Q4 2024 Reduced 9.29%

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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