Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

Kovitz Investment Group Partners, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $18.2 Billion distributed in 1243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $551M, Microsoft Corp with a value of $544M, Amazon Com Inc with a value of $415M, Spdr S&P 500 ETF Trust with a value of $403M, and Janus Detroit Str Tr Janus Hen with a value of $329M.

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

Portfolio value $18.2 Billion
ETFs: $6.05 Billion
Technology: $3.18 Billion
Financial Services: $2.71 Billion
Healthcare: $1.42 Billion
Consumer Cyclical: $1.36 Billion
Industrials: $1.14 Billion
Communication Services: $916 Million
Consumer Defensive: $589 Million
Other: $774 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.8B
$1.23 Million 0.01% of portfolio
25,674
Q1 2025 Added 23.83%
$55.7B
$1.51 Million 0.01% of portfolio
2,875
Q1 2025 Added 165.96%
$70.3B
$1.07 Million 0.01% of portfolio
69,628
Q1 2025 Reduced 22.26%
$19.4B
$1.7 Million 0.01% of portfolio
23,915
Q1 2025 Reduced 1.65%
$16B
$2.13 Million 0.01% of portfolio
28,874
Q1 2025 Added 12.38%
$18.9B
$1.95 Million 0.01% of portfolio
14,216
Q1 2025 Added 266.58%
$0
$2.05 Million 0.01% of portfolio
122,645
Q1 2025 Reduced 2.14%
$0
$1.98 Million 0.01% of portfolio
247,774
Q1 2025 Reduced 13.08%
$5.33B
$2.53 Million 0.01% of portfolio
81,944
Q1 2025 Reduced 2.58%
$95.5B
$2.32 Million 0.01% of portfolio
68,527
Q1 2025 Reduced 89.03%
$276M
$980,000 0.01% of portfolio
102,304
Q1 2025 Added 1.1%
$289M
$1.51 Million 0.01% of portfolio
88,712
Q1 2025 Reduced 0.35%
$710M
$1.13 Million 0.01% of portfolio
30,431
Q1 2025 New
$12.1B
$1.11 Million 0.01% of portfolio
11,291
Q1 2025 Reduced 30.54%
$960M
$1.31 Million 0.01% of portfolio
49,995
Q1 2025 Added 0.02%
$82.5B
$1.79 Million 0.01% of portfolio
7,031
Q1 2025 Reduced 3.67%
$12.4B
$2.52 Million 0.01% of portfolio
20,642
Q1 2025 Added 1.15%
$18.6B
$2.19 Million 0.01% of portfolio
6,426
Q1 2025 Reduced 6.45%
$59.4B
$2.34 Million 0.01% of portfolio
36,905
Q1 2025 Added 9.15%
$1.89B
$1.11 Million 0.01% of portfolio
17,885
Q1 2025 Reduced 34.0%
$23.1B
$964,000 0.01% of portfolio
9,660
Q1 2025 Reduced 0.13%
$60.3B
$1.09 Million 0.01% of portfolio
2,956
Q1 2025 Added 89.49%
$27.5B
$1.38 Million 0.01% of portfolio
20,935
Q1 2025 Reduced 12.96%
$23.8B
$987,000 0.01% of portfolio
8,971
Q1 2025 Added 1.86%
$10.7B
$2.52 Million 0.01% of portfolio
41,711
Q1 2025 Reduced 90.71%
$23.4B
$1.3 Million 0.01% of portfolio
8,787
Q1 2025 Reduced 1.81%
$22.6B
$2.65 Million 0.01% of portfolio
12,914
Q1 2025 Reduced 0.09%
$15.3B
$1.37 Million 0.01% of portfolio
9,304
Q1 2025 Added 14.52%
$922M
$1.29 Million 0.01% of portfolio
952
Q1 2025 Added 1.93%
$41.5B
$2.59 Million 0.01% of portfolio
33,901
Q1 2025 Added 361.11%
$7.6B
$1.19 Million 0.01% of portfolio
19,124
Q1 2025 Reduced 10.45%
$1.59B
$921,000 0.01% of portfolio
26,025
Q1 2025 Added 375.95%
$103B
$2.43 Million 0.01% of portfolio
6,899
Q1 2025 Reduced 28.15%
$12.2B
$2.71 Million 0.01% of portfolio
30,385
Q1 2025 Added 0.23%
$43B
$978,000 0.01% of portfolio
7,695
Q1 2025 Added 26.71%
$29.5B
$2.29 Million 0.01% of portfolio
25,096
Q1 2025 Added 30.63%
$22.7B
$2.23 Million 0.01% of portfolio
59,708
Q1 2025 Added 174.15%
$26.9B
$968,000 0.01% of portfolio
6,056
Q1 2025 Reduced 39.09%
$0
$1.14 Million 0.01% of portfolio
19,155
Q1 2025 Reduced 3.03%
$54.7B
$1.47 Million 0.01% of portfolio
8,619
Q1 2025 Added 10.36%
$45.6B
$911,000 0.01% of portfolio
16,254
Q1 2025 Reduced 9.3%
$25.2B
$1.05 Million 0.01% of portfolio
5,981
Q1 2025 Added 48.23%
$16.2B
$2.32 Million 0.01% of portfolio
69,709
Q1 2025 Added 185.77%
$25.8B
$1.6 Million 0.01% of portfolio
11,540
Q1 2025 Added 2.44%
$34.1B
$1.09 Million 0.01% of portfolio
14,598
Q1 2025 Reduced 6.65%
$42.7B
$1.56 Million 0.01% of portfolio
23,039
Q1 2025 Added 0.62%
$93.1B
$1.38 Million 0.01% of portfolio
31,127
Q1 2025 Added 302.16%
$6.24B
$1.01 Million 0.01% of portfolio
16,210
Q1 2025 Reduced 3.68%
$32.7B
$2.19 Million 0.01% of portfolio
8,985
Q1 2025 Added 0.96%

Summary

  • Portfolio
  • No. of Stocks 1,243
  • Current Value $18.2 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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