Kovitz Investment Group Partners, LLC Portfolio Holdings

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

Kovitz Investment Group Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $28.6 Billion distributed in 1141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.18B, Meta Platforms, Inc. with a value of $1.01B, Alphabet Inc. with a value of $989M, Apple Inc. with a value of $881M, and Schwab Charles Corp with a value of $815M.

Examining the 13F form we can see an decrease of $4K in the current position value, from $28.6B to 28.6B.

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

Portfolio value $28.6 Billion
ETFs: $6.01 Billion
Technology: $5.97 Billion
Financial Services: $5.08 Billion
Consumer Cyclical: $3.03 Billion
Communication Services: $2.4 Billion
Healthcare: $1.96 Billion
Consumer Defensive: $1.76 Billion
Industrials: $1.41 Billion
Other: $1.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.7B
$114 Million 0.4% of portfolio
298,752
Q4 2024 Added 9,066.98%
$0
$113 Million 0.39% of portfolio
589,748
Q4 2024 Reduced 3.86%
$0
$111 Million 0.39% of portfolio
2,207,836
Q4 2024 Added 31.15%
$229B
$110 Million 0.38% of portfolio
970,705
Q4 2024 Added 287.89%
$0
$106 Million 0.37% of portfolio
923,864
Q4 2024 Added 6.5%
$0
$107 Million 0.37% of portfolio
1,317,212
Q4 2024 Reduced -0.0%
$11.7B
$107 Million 0.37% of portfolio
277,701
Q4 2024 New
$93.5B
$104 Million 0.36% of portfolio
1,144,661
Q4 2024 Added 991.02%
$0
$99.5 Million 0.35% of portfolio
373,872
Q4 2024 Reduced 0.47%
$0
$96.4 Million 0.34% of portfolio
1,864,372
Q4 2024 Reduced 2.33%
$8.7B
$96.6 Million 0.34% of portfolio
1,337,822
Q4 2024 Added 4,318.61%
$0
$95.9 Million 0.33% of portfolio
2,114,301
Q4 2024 Reduced -0.0%
$189B
$89.5 Million 0.31% of portfolio
773,363
Q4 2024 Added 875.45%
$0
$86.5 Million 0.3% of portfolio
1,808,176
Q4 2024 Reduced -0.0%
$30.1B
$83.7 Million 0.29% of portfolio
378,563
Q4 2024 Added 840.93%
$136B
$82.8 Million 0.29% of portfolio
195,519
Q4 2024 Added 334.3%
$0
$81.4 Million 0.28% of portfolio
151,140
Q4 2024 Reduced 2.97%
$0
$76.9 Million 0.27% of portfolio
1,325,109
Q4 2024 Added 16.36%
$0
$73.2 Million 0.26% of portfolio
798,933
Q4 2024 Reduced 2.21%
$0
$72.5 Million 0.25% of portfolio
413,758
Q4 2024 Added 7.05%
$61.5B
$68.8 Million 0.24% of portfolio
356,981
Q4 2024 Added 417.88%
$136B
$66.5 Million 0.23% of portfolio
289,642
Q4 2024 Added 521.87%
$0
$64.5 Million 0.23% of portfolio
917,696
Q4 2024 Added 9.83%
$0
$66.5 Million 0.23% of portfolio
162,124
Q4 2024 Added 2.33%
$0
$61.1 Million 0.21% of portfolio
189,607
Q4 2024 Reduced 2.24%
$0
$56.7 Million 0.2% of portfolio
318,530
Q4 2024 Reduced 0.14%
$0
$58.1 Million 0.2% of portfolio
571,995
Q4 2024 Reduced 1.62%
$0
$56.6 Million 0.2% of portfolio
1,099,229
Q4 2024 Added 6.07%
$0
$53.6 Million 0.19% of portfolio
555,078
Q4 2024 Added 2.47%
$0
$53.8 Million 0.19% of portfolio
1,332,951
Q4 2024 Reduced 3.53%
$0
$54.3 Million 0.19% of portfolio
245,788
Q4 2024 Reduced 1.08%
$0
$52.3 Million 0.18% of portfolio
898,163
Q4 2024 Reduced -0.0%
$0
$48.8 Million 0.17% of portfolio
1,376,417
Q4 2024 Added 9.43%
$412B
$50 Million 0.17% of portfolio
346,016
Q4 2024 Reduced 19.13%
$762B
$48.8 Million 0.17% of portfolio
120,727
Q4 2024 Reduced 14.12%
$162B
$45.2 Million 0.16% of portfolio
101,728
Q4 2024 Added 2.27%
$0
$45.3 Million 0.16% of portfolio
451,748
Q4 2024 Added 40.14%
$155B
$45.1 Million 0.16% of portfolio
188,107
Q4 2024 Added 90.08%
$0
$41.5 Million 0.15% of portfolio
774,510
Q4 2024 Reduced 0.74%
$0
$42 Million 0.15% of portfolio
363,462
Q4 2024 Reduced 26.98%
$0
$42.5 Million 0.15% of portfolio
562,723
Q4 2024 Reduced 12.06%
$0
$44 Million 0.15% of portfolio
2,377,544
Q4 2024 Added 12,383.17%
$326B
$42 Million 0.15% of portfolio
190,319
Q4 2024 Reduced 6.59%
$38.7B
$40.2 Million 0.14% of portfolio
579,335
Q4 2024 Added 19.17%
$0
$40.9 Million 0.14% of portfolio
656,514
Q4 2024 Added 8.77%
$86.4B
$40.5 Million 0.14% of portfolio
119,159
Q4 2024 Added 24.13%
$270B
$37.9 Million 0.13% of portfolio
261,860
Q4 2024 Added 54.43%
$8.91B
$38.1 Million 0.13% of portfolio
448,900
Q4 2024 New
$0
$35.9 Million 0.13% of portfolio
1,562,827
Q4 2024 Added 6.02%

Summary

  • Portfolio
  • No. of Stocks 1,141
  • Current Value $28.6 Billion
  • Prior Value $28.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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