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
$80.9B
$2.07 Million 0.01% of portfolio
2,543
Q1 2025 Added 65.34%
$660M
$1.18 Million 0.01% of portfolio
42,559
Q1 2025 Added 25.2%
$22.3B
$1.17 Million 0.01% of portfolio
18,872
Q1 2025 Added 7.37%
$42.4B
$1.24 Million 0.01% of portfolio
26,950
Q1 2025 Reduced 72.86%
$45.1B
$1.42 Million 0.01% of portfolio
768
Q1 2025 Reduced 9.54%
$24.2B
$1.38 Million 0.01% of portfolio
17,835
Q1 2025 Added 63.32%
$0
$1.02 Million 0.01% of portfolio
21,175
Q1 2025 Reduced 60.95%
$0
$1.32 Million 0.01% of portfolio
51,790
Q1 2025 Reduced 66.01%
$0
$2.52 Million 0.01% of portfolio
49,508
Q1 2025 Added 44.61%
$0
$2.56 Million 0.01% of portfolio
45,543
Q1 2025 Reduced 60.12%
$0
$2.04 Million 0.01% of portfolio
29,784
Q1 2025 Reduced 57.46%
$0
$2.64 Million 0.01% of portfolio
31,190
Q1 2025 Reduced 69.0%
$49.2B
$1.36 Million 0.01% of portfolio
18,266
Q1 2025 Added 29.99%
$0
$1.24 Million 0.01% of portfolio
85,526
Q1 2025 Reduced 13.83%
$2.24B
$995,000 0.01% of portfolio
70,605
Q1 2025 New
$41.9B
$1.77 Million 0.01% of portfolio
176,819
Q1 2025 Reduced 8.82%
$0
$1.05 Million 0.01% of portfolio
35,675
Q1 2025 New
$0
$933,000 0.01% of portfolio
43,726
Q1 2025 New
$0
$1.19 Million 0.01% of portfolio
72,090
Q1 2025 New
$0
$1.11 Million 0.01% of portfolio
40,537
Q1 2025 New
$2.6B
$987,000 0.01% of portfolio
65,220
Q1 2025 Reduced 0.98%
$54.2B
$1.35 Million 0.01% of portfolio
1,367
Q1 2025 Added 26.69%
$58B
$1.27 Million 0.01% of portfolio
19,412
Q1 2025 Added 18.08%
$10.2B
$2.25 Million 0.01% of portfolio
118,486
Q1 2025 Added 741.64%
$43.9B
$1.78 Million 0.01% of portfolio
11,174
Q1 2025 Added 2.22%
$1.69B
$1.72 Million 0.01% of portfolio
40,679
Q1 2025 Reduced 21.15%
$4.82B
$2.08 Million 0.01% of portfolio
37,939
Q1 2025 Reduced 2.7%
$66.9B
$1.18 Million 0.01% of portfolio
5,202
Q1 2025 Added 6.71%
$51B
$1.05 Million 0.01% of portfolio
38,724
Q1 2025 New
$16.5B
$1.87 Million 0.01% of portfolio
60,506
Q1 2025 New
$8.92B
$1.56 Million 0.01% of portfolio
7,668
Q1 2025 Added 58.53%
$15.8B
$1.25 Million 0.01% of portfolio
20,617
Q1 2025 Added 367.08%
$0
$2.07 Million 0.01% of portfolio
75,028
Q1 2025 Added 5.09%
$19.6B
$945,000 0.01% of portfolio
12,187
Q1 2025 Added 0.57%
$0
$1.61 Million 0.01% of portfolio
14,316
Q1 2025 New
$0
$1.1 Million 0.01% of portfolio
23,517
Q1 2025 New
$0
$1.14 Million 0.01% of portfolio
23,598
Q1 2025 New
$0
$1.03 Million 0.01% of portfolio
44,465
Q1 2025 New
$0
$1.54 Million 0.01% of portfolio
41,410
Q1 2025 Added 184.25%
$0
$1.61 Million 0.01% of portfolio
67,934
Q1 2025 Added 288.24%
$0
$1.02 Million 0.01% of portfolio
58,162
Q1 2025 New
$0
$1.11 Million 0.01% of portfolio
44,245
Q1 2025 New
$0
$1.16 Million 0.01% of portfolio
21,056
Q1 2025 Added 183.77%
$0
$2.01 Million 0.01% of portfolio
14,795
Q1 2025 New
$0
$1.74 Million 0.01% of portfolio
16,847
Q1 2025 New
$0
$1.1 Million 0.01% of portfolio
43,124
Q1 2025 New
$0
$1.1 Million 0.01% of portfolio
43,591
Q1 2025 New
$0
$1.02 Million 0.01% of portfolio
43,396
Q1 2025 New
$0
$1.07 Million 0.01% of portfolio
18,167
Q1 2025 New

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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