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
$64.1B
$989,000 0.01% of portfolio
23,763
Q1 2025 Added 56.12%
$67.5B
$2.31 Million 0.01% of portfolio
11,252
Q1 2025 Reduced 15.22%
$14B
$2.14 Million 0.01% of portfolio
18,459
Q1 2025 Reduced 13.22%
$7.52B
$1.54 Million 0.01% of portfolio
10,686
Q1 2025 Added 27.21%
$5.39B
$2.26 Million 0.01% of portfolio
24,683
Q1 2025 Reduced 1.36%
$0
$930,000 0.01% of portfolio
35,524
Q1 2025 Added 54.08%
$0
$1.4 Million 0.01% of portfolio
50,115
Q1 2025 Added 46.17%
$0
$1.59 Million 0.01% of portfolio
16,524
Q1 2025 Reduced 63.83%
$0
$941,000 0.01% of portfolio
4,766
Q1 2025 Added 66.0%
$0
$1.4 Million 0.01% of portfolio
9,601
Q1 2025 Added 98.49%
$0
$1.23 Million 0.01% of portfolio
29,346
Q1 2025 Reduced 10.87%
$0
$2.71 Million 0.01% of portfolio
54,376
Q1 2025 Added 86.75%
$242B
$1.49 Million 0.01% of portfolio
20,324
Q1 2025 Added 234.5%
$5.39B
$1.09 Million 0.01% of portfolio
8,978
Q1 2025 Added 7.95%
$11.5B
$1.4 Million 0.01% of portfolio
21,668
Q1 2025 Added 25.63%
$0
$1.9 Million 0.01% of portfolio
57,225
Q1 2025 Reduced 3.98%
$0
$1.29 Million 0.01% of portfolio
16,019
Q1 2025 Added 132.97%
$0
$1.79 Million 0.01% of portfolio
63,093
Q1 2025 Reduced 15.87%
$1.87B
$2.7 Million 0.01% of portfolio
16,731
Q1 2025 Added 7.15%
$73.3B
$1.3 Million 0.01% of portfolio
3,038
Q1 2025 Reduced 2.85%
$5.68B
$2.16 Million 0.01% of portfolio
15,638
Q1 2025 New
$13.7B
$1.18 Million 0.01% of portfolio
14,243
Q1 2025 Added 6.8%
$3.18B
$1.06 Million 0.01% of portfolio
28,064
Q1 2025 Reduced 54.35%
$0
$2.25 Million 0.01% of portfolio
57,698
Q1 2025 New
$5.21B
$2.21 Million 0.01% of portfolio
30,819
Q1 2025 Added 114.23%
$600M
$2.19 Million 0.01% of portfolio
268,376
Q1 2025 Added 0.17%
$5.74B
$1.1 Million 0.01% of portfolio
19,946
Q1 2025 Reduced 89.0%
$98.9B
$1.33 Million 0.01% of portfolio
3,958
Q1 2025 Added 12.48%
$62.1B
$2.4 Million 0.01% of portfolio
9,087
Q1 2025 Added 0.88%
$18B
$2.51 Million 0.01% of portfolio
38,168
Q1 2025 Added 0.77%
$24.5B
$1.45 Million 0.01% of portfolio
2,494
Q1 2025 Added 1.38%
$102B
$1.22 Million 0.01% of portfolio
39,831
Q1 2025 Reduced 15.16%
$159B
$991,000 0.01% of portfolio
16,650
Q1 2025 Added 42.08%
$47.7B
$1.36 Million 0.01% of portfolio
2,172
Q1 2025 Added 29.29%
$15.8B
$1.4 Million 0.01% of portfolio
17,154
Q1 2025 Reduced 5.8%
$53.1B
$1.37 Million 0.01% of portfolio
10,361
Q1 2025 Added 14.31%
$0
$949,000 0.01% of portfolio
75,998
Q1 2025 New
$0
$1.13 Million 0.01% of portfolio
24,503
Q1 2025 Reduced 1.03%
$0
$1.67 Million 0.01% of portfolio
6,623
Q1 2025 Added 260.93%
$0
$1.54 Million 0.01% of portfolio
6,299
Q1 2025 Added 111.94%
$0
$2.69 Million 0.01% of portfolio
15,605
Q1 2025 Added 5.35%
$0
$972,000 0.01% of portfolio
13,850
Q1 2025 New
$0
$1.41 Million 0.01% of portfolio
28,481
Q1 2025 Reduced 31.2%
$0
$1.75 Million 0.01% of portfolio
6,905
Q1 2025 Reduced 20.51%
$0
$2.19 Million 0.01% of portfolio
26,838
Q1 2025 Reduced 8.66%
$0
$1.25 Million 0.01% of portfolio
5,041
Q1 2025 New
$0
$1.31 Million 0.01% of portfolio
4,960
Q1 2025 Added 13.29%
$2.06B
$1.25 Million 0.01% of portfolio
78,413
Q1 2025 Added 109.96%
$8.95B
$2.3 Million 0.01% of portfolio
14,817
Q1 2025 Reduced 0.56%

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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