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
$25B
$1.6 Million 0.01% of portfolio
13,628
Q4 2024 Added 17.46%
$654M
$2.28 Million 0.01% of portfolio
267,910
Q4 2024 Reduced 1.82%
$73B
$2.23 Million 0.01% of portfolio
1,756
Q4 2024 Reduced 64.02%
$60.2B
$2.17 Million 0.01% of portfolio
9,008
Q4 2024 Added 5.59%
$17.5B
$2.68 Million 0.01% of portfolio
37,876
Q4 2024 Added 0.51%
$17.5B
$3.88 Million 0.01% of portfolio
67,568
Q4 2024 Reduced 48.9%
$84B
$2.7 Million 0.01% of portfolio
21,445
Q4 2024 Reduced 37.43%
$63.7B
$3.35 Million 0.01% of portfolio
70,070
Q4 2024 Added 9.16%
$0
$3.17 Million 0.01% of portfolio
13,074
Q4 2024 Added 204.26%
$0
$3.78 Million 0.01% of portfolio
14,320
Q4 2024 Reduced 62.01%
$0
$2.81 Million 0.01% of portfolio
14,812
Q4 2024 Added 0.52%
$0
$4.28 Million 0.01% of portfolio
17,826
Q4 2024 Reduced 62.44%
$0
$1.64 Million 0.01% of portfolio
13,937
Q4 2024 Reduced 91.0%
$0
$1.86 Million 0.01% of portfolio
32,420
Q4 2024 Reduced 61.96%
$0
$2.08 Million 0.01% of portfolio
41,394
Q4 2024 Added 13.27%
$0
$2.32 Million 0.01% of portfolio
8,687
Q4 2024 Added 29.83%
$0
$4.23 Million 0.01% of portfolio
47,371
Q4 2024 Added 31.21%
$26.7B
$2.43 Million 0.01% of portfolio
41,187
Q4 2024 New
$31.1B
$3.15 Million 0.01% of portfolio
12,239
Q4 2024 Reduced 9.0%
$26.1B
$1.45 Million 0.01% of portfolio
136,789
Q4 2024 Reduced 2.78%
$8.26B
$2.7 Million 0.01% of portfolio
14,901
Q4 2024 Reduced 1.4%
$15.9B
$2.67 Million 0.01% of portfolio
69,366
Q3 2024 New
$12.9B
$1.83 Million 0.01% of portfolio
15,919
Q4 2024 New
$5.09B
$1.46 Million 0.01% of portfolio
12,711
Q4 2024 Reduced 0.01%
$0
$4.28 Million 0.01% of portfolio
85,027
Q4 2024 Added 2.13%
$37.8B
$1.75 Million 0.01% of portfolio
25,888
Q4 2024 Reduced 0.98%
$23.2B
$1.49 Million 0.01% of portfolio
14,117
Q4 2024 Reduced 77.78%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 21.91%
$3.11B
$760,000 0.0% of portfolio
14,853
Q4 2024 Reduced 6.02%
$0
$1.06 Million 0.0% of portfolio
203,763
Q4 2024 Reduced 56.94%
$0
$60,000 0.0% of portfolio
10,466
Q4 2024 Reduced 0.01%
$894M
$368,000 0.0% of portfolio
34,516
Q4 2024 Added 41.71%
$13.1B
$381,000 0.0% of portfolio
3,572
Q4 2024 Added 19.46%
Aegon LTD Adr
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.25%
$8.72B
$267,000 0.0% of portfolio
20,778
Q4 2024 Reduced 26.44%
$6.43B
$575,000 0.0% of portfolio
3,110
Q4 2024 Reduced 0.22%
$6.94B
$1.04 Million 0.0% of portfolio
11,131
Q4 2024 Reduced 12.57%
$35.7B
$698,000 0.0% of portfolio
5,203
Q4 2024 New
$5.22B
$327,000 0.0% of portfolio
6,794
Q4 2024 Reduced 42.44%
Airbnb Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$51.4B
$740,000 0.0% of portfolio
5,632
Q4 2024 New
$6.7B
$435,000 0.0% of portfolio
6,725
Q4 2024 New
$44.4B
$1.06 Million 0.0% of portfolio
12,504
Q4 2024 Reduced 0.69%
$358B
$780,000 0.0% of portfolio
9,205
Q4 2024 Added 6.71%
$3.7B
$209,000 0.0% of portfolio
5,661
Q4 2024 Reduced 47.79%
$15.8B
$223,000 0.0% of portfolio
3,779
Q4 2024 New
$34.9B
$619,000 0.0% of portfolio
2,633
Q4 2024 Added 8.31%
$180M
$100,000 0.0% of portfolio
32,265
Q2 2024 Added 8.58%
$0
$279,000 0.0% of portfolio
33,247
Q4 2024 Added 0.49%

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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