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
$99.3 Million 0.55% of portfolio
373,284
Q1 2025 Reduced 0.16%
$0
$100 Million 0.55% of portfolio
1,967,079
Q1 2025 Added 8.79%
$156B
$96.2 Million 0.53% of portfolio
205,035
Q1 2025 Added 4.87%
$0
$96.5 Million 0.53% of portfolio
1,842,049
Q1 2025 Reduced 1.2%
$149B
$94.8 Million 0.52% of portfolio
653,156
Q1 2025 Reduced 66.68%
$0
$93.5 Million 0.52% of portfolio
1,410,061
Q1 2025 Reduced 26.0%
$0
$93.7 Million 0.52% of portfolio
2,072,474
Q1 2025 Added 14.63%
$0
$90.6 Million 0.5% of portfolio
899,512
Q1 2025 Added 99.12%
$0
$88.2 Million 0.49% of portfolio
843,652
Q1 2025 Reduced 8.68%
$31.6B
$88 Million 0.48% of portfolio
310,743
Q1 2025 Added 4.01%
$224B
$86 Million 0.47% of portfolio
319,480
Q1 2025 Reduced 84.2%
$79.5B
$85.9 Million 0.47% of portfolio
686,312
Q1 2025 Reduced 75.55%
$0
$77.5 Million 0.43% of portfolio
1,529,924
Q1 2025 Reduced 30.7%
$68.8B
$77.9 Million 0.43% of portfolio
177,905
Q1 2025 Reduced 68.19%
$409B
$76.4 Million 0.42% of portfolio
460,924
Q1 2025 Added 33.21%
$0
$75.3 Million 0.41% of portfolio
146,506
Q1 2025 Reduced 3.07%
$0
$71.9 Million 0.4% of portfolio
766,393
Q1 2025 Reduced 4.07%
$0
$72.3 Million 0.4% of portfolio
1,216,937
Q1 2025 Reduced 8.16%
$72.5B
$71 Million 0.39% of portfolio
403,834
Q1 2025 Added 13.12%
$99.4B
$68.3 Million 0.38% of portfolio
696,704
Q1 2025 Reduced 39.13%
$18.3B
$66.1 Million 0.36% of portfolio
528,984
Q1 2025 Added 957.08%
$0
$63.6 Million 0.35% of portfolio
372,298
Q1 2025 Added 16.88%
$147B
$62.5 Million 0.34% of portfolio
304,909
Q1 2025 Added 5.27%
$0
$60.4 Million 0.33% of portfolio
798,874
Q1 2025 Reduced 12.95%
$0
$59.7 Million 0.33% of portfolio
1,017,352
Q1 2025 Added 13.27%
$295B
$58.1 Million 0.32% of portfolio
218,021
Q1 2025 Added 14.56%
$0
$55.8 Million 0.31% of portfolio
1,417,716
Q1 2025 Added 3.0%
$0
$56 Million 0.31% of portfolio
473,839
Q1 2025 Added 30.37%
$0
$55.4 Million 0.31% of portfolio
180,704
Q1 2025 Reduced 4.7%
$179B
$55.7 Million 0.31% of portfolio
362,863
Q1 2025 Added 59.83%
$0
$54.3 Million 0.3% of portfolio
1,342,570
Q1 2025 Added 0.72%
$0
$53.9 Million 0.3% of portfolio
581,067
Q1 2025 Added 1.59%
$0
$53.8 Million 0.3% of portfolio
145,080
Q1 2025 Reduced 10.51%
$0
$51.1 Million 0.28% of portfolio
625,053
Q1 2025 Added 11.08%
$0
$48.6 Million 0.27% of portfolio
557,406
Q1 2025 Added 0.42%
$447B
$49.4 Million 0.27% of portfolio
415,247
Q1 2025 Added 27.2%
$9.51B
$48.5 Million 0.27% of portfolio
788,957
Q1 2025 Reduced 75.35%
$264B
$49.2 Million 0.27% of portfolio
560,157
Q1 2025 Added 127.04%
$362B
$48.1 Million 0.26% of portfolio
1,152,105
Q1 2025 Added 147.22%
$281B
$47.9 Million 0.26% of portfolio
286,142
Q1 2025 Added 9.27%
$0
$48 Million 0.26% of portfolio
240,582
Q1 2025 Reduced 2.12%
$0
$45.7 Million 0.25% of portfolio
870,995
Q1 2025 Reduced 20.76%
$0
$43.7 Million 0.24% of portfolio
814,577
Q1 2025 Added 5.17%
$151B
$39.4 Million 0.22% of portfolio
554,899
Q1 2025 Added 463.15%
$767B
$39.3 Million 0.22% of portfolio
47,584
Q1 2025 Added 63.29%
$0
$39.6 Million 0.22% of portfolio
679,451
Q1 2025 Added 3.49%
$0
$39.1 Million 0.22% of portfolio
320,803
Q1 2025 Added 133.16%
$0
$37.7 Million 0.21% of portfolio
1,809,339
Q1 2025 Added 48.88%
$55B
$37.9 Million 0.21% of portfolio
577,804
Q1 2025 Reduced 0.26%

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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