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
$0
$2.39 Million 0.01% of portfolio
22,639
Q1 2025 Reduced 21.04%
$0
$1.71 Million 0.01% of portfolio
67,820
Q1 2025 New
$0
$1.17 Million 0.01% of portfolio
68,996
Q1 2025 New
$0
$1.26 Million 0.01% of portfolio
10,353
Q1 2025 Reduced 3.59%
$0
$1.54 Million 0.01% of portfolio
15,447
Q1 2025 Added 12.69%
$0
$980,000 0.01% of portfolio
12,004
Q1 2025 Added 4.4%
$0
$941,000 0.01% of portfolio
12,190
Q1 2025 Added 0.16%
$0
$2.26 Million 0.01% of portfolio
38,322
Q1 2025 Reduced 9.54%
$0
$1.94 Million 0.01% of portfolio
16,227
Q1 2025 Reduced 2.25%
$0
$2.08 Million 0.01% of portfolio
16,702
Q1 2025 Added 4.17%
$0
$2.25 Million 0.01% of portfolio
36,486
Q1 2025 Added 1.52%
$0
$2.13 Million 0.01% of portfolio
48,645
Q1 2025 Reduced 12.48%
$0
$1.72 Million 0.01% of portfolio
27,850
Q1 2025 Added 0.71%
$0
$1.37 Million 0.01% of portfolio
163,742
Q1 2025 Reduced 1.24%
$72B
$1.91 Million 0.01% of portfolio
23,805
Q1 2025 Added 3.04%
$20.2B
$1.93 Million 0.01% of portfolio
76,054
Q1 2025 Added 110.93%
$27.9B
$1.32 Million 0.01% of portfolio
11,474
Q1 2025 Reduced 18.06%
$5.67B
$1 Million 0.01% of portfolio
27,889
Q1 2025 Added 37.48%
$0
$2.15 Million 0.01% of portfolio
80,280
Q1 2025 Added 3.63%
$59B
$1.08 Million 0.01% of portfolio
34,661
Q1 2025 Added 2.93%
$14.1B
$1.28 Million 0.01% of portfolio
18,351
Q1 2025 Reduced 14.63%
$5.51B
$1.86 Million 0.01% of portfolio
36,394
Q1 2025 Reduced 1.77%
$8.71B
$2.15 Million 0.01% of portfolio
68,858
Q1 2025 New
$2.39B
$2.28 Million 0.01% of portfolio
32,224
Q1 2025 New
$37.7B
$932,000 0.01% of portfolio
19,255
Q1 2025 Reduced 60.08%
$893M
$1.22 Million 0.01% of portfolio
109,666
Q1 2025 Added 83.8%
$33.2B
$1.41 Million 0.01% of portfolio
2,426
Q1 2025 Reduced 27.37%
$42.6B
$1.74 Million 0.01% of portfolio
22,976
Q1 2025 Added 222.33%
$86.1B
$1.46 Million 0.01% of portfolio
14,180
Q1 2025 Added 0.05%
$6.67B
$1.55 Million 0.01% of portfolio
8,628
Q1 2025 Added 36.35%
$16.1B
$1.1 Million 0.01% of portfolio
27,406
Q1 2025 Reduced 8.97%
$362M
$1.92 Million 0.01% of portfolio
82,000
Q4 2024 Reduced 2.96%
$23.1B
$1.48 Million 0.01% of portfolio
15,031
Q1 2025 Added 12.16%
$0
$2.26 Million 0.01% of portfolio
201,488
Q1 2025 Reduced 1.43%
$0
$995,000 0.01% of portfolio
75,903
Q1 2025 New
$23.2B
$1.73 Million 0.01% of portfolio
239
Q1 2025 New
$57.1B
$1.69 Million 0.01% of portfolio
8,896
Q1 2025 Added 105.69%
$40.2B
$1.12 Million 0.01% of portfolio
10,884
Q1 2025 Added 6.88%
$13.7B
$2.64 Million 0.01% of portfolio
33,624
Q1 2025 Reduced 3.13%
$0
$1.93 Million 0.01% of portfolio
35,760
Q1 2025 Reduced 0.75%
$0
$1.95 Million 0.01% of portfolio
20,289
Q1 2025 Added 786.76%
$2.9B
$2.15 Million 0.01% of portfolio
36,823
Q1 2025 New
$98.6B
$2.41 Million 0.01% of portfolio
21,559
Q1 2025 Added 187.91%
$40.5B
$918,000 0.01% of portfolio
11,159
Q1 2025 Added 5.91%
$31.9B
$1.71 Million 0.01% of portfolio
12,299
Q1 2025 Added 117.37%
$18.4B
$1.17 Million 0.01% of portfolio
4,063
Q1 2025 Reduced 40.82%
$78.5B
$1.54 Million 0.01% of portfolio
6,347
Q1 2025 Added 81.14%
$15.3B
$1.15 Million 0.01% of portfolio
9,464
Q1 2025 Added 41.68%
$5.08B
$2.27 Million 0.01% of portfolio
312,543
Q1 2025 Reduced 16.38%

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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