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
$0
$740,000 0.0% of portfolio
8,000
Q4 2024 New
$0
$1.09 Million 0.0% of portfolio
12,711
Q3 2024 New
$0
$270,000 0.0% of portfolio
7,500
Q3 2024 New
$37B
$1.42 Million 0.0% of portfolio
11,979
Q4 2024 Reduced 88.15%
$28.5B
$592,000 0.0% of portfolio
37,154
Q4 2024 Added 1.29%
$16.9B
$349,000 0.0% of portfolio
1,901
Q4 2024 New
$41.6B
$890,000 0.0% of portfolio
10,536
Q4 2024 Added 25.03%
$21.6B
$1.07 Million 0.0% of portfolio
9,786
Q4 2024 Reduced 78.39%
$979M
$564,000 0.0% of portfolio
55,121
Q3 2024 New
$0
$324,000 0.0% of portfolio
32,000
Q3 2024 New
$38.2B
$1.09 Million 0.0% of portfolio
3,438
Q4 2024 Reduced 72.27%
$15.6B
$411,000 0.0% of portfolio
3,005
Q4 2024 Reduced 21.48%
$71M
$74,000 0.0% of portfolio
224,310
Q4 2024 Added 35.68%
$8.86B
$291,000 0.0% of portfolio
1,261
Q4 2024 Reduced 66.89%
$28.7B
$878,000 0.0% of portfolio
5,658
Q4 2024 Added 2.37%
Reddit Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$18B
$483,000 0.0% of portfolio
20,554
Q4 2024 Added 5.86%
$100B
$370,000 0.0% of portfolio
8,159
Q4 2024 Added 3.38%
$1.13B
$368,000 0.0% of portfolio
5,278
Q4 2024 New
$76.9B
$704,000 0.0% of portfolio
3,504
Q4 2024 Reduced 43.34%
$31.2B
$710,000 0.0% of portfolio
3,108
Q4 2024 New
$15.3B
$808,000 0.0% of portfolio
6,680
Q4 2024 Reduced 28.94%
$4.98B
$285,000 0.0% of portfolio
4,048
Q4 2024 New
$34.4B
$567,000 0.0% of portfolio
15,221
Q4 2024 New
$32.6B
$213,000 0.0% of portfolio
3,685
Q4 2024 New
$9.26B
$264,000 0.0% of portfolio
10,370
Q4 2024 Added 3.01%
$48.5B
$831,000 0.0% of portfolio
5,498
Q4 2024 Reduced 18.35%
$162B
$1.03 Million 0.0% of portfolio
8,578
Q4 2024 Reduced 2.26%
$0
$185,000 0.0% of portfolio
11,723
Q4 2024 New
$6.96B
$1.32 Million 0.0% of portfolio
8,400
Q4 2024 Reduced 13.97%
Sab Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Saba Capital Income & Opport
-
$0 0.0% of portfolio
-
Q4 2024 Added 9.53%
$128B
$768,000 0.0% of portfolio
15,938
Q4 2024 Reduced 73.68%
$280M
$1.41 Million 0.0% of portfolio
59,050
Q4 2024 Reduced 5.59%
$4.71B
$283,000 0.0% of portfolio
2,334
Q4 2024 Reduced 17.06%
$343M
$77,000 0.0% of portfolio
25,214
Q1 2024 New
$0
$545,000 0.0% of portfolio
23,022
Q4 2024 Added 223.93%
$0
$274,000 0.0% of portfolio
10,542
Q4 2024 Added 37.62%
$0
$638,000 0.0% of portfolio
23,056
Q4 2024 Added 93.33%
$0
$606,000 0.0% of portfolio
23,469
Q4 2024 Added 111.32%
$0
$936,000 0.0% of portfolio
34,286
Q4 2024 Added 97.89%
$15.6B
$583,000 0.0% of portfolio
6,759
Q4 2024 Reduced 94.14%
$3.83B
$281,000 0.0% of portfolio
8,330
Q4 2024 New
$0
$644,000 0.0% of portfolio
2,871
Q4 2024 Added 5.75%
$0
$233,000 0.0% of portfolio
3,070
Q4 2024 Reduced 32.54%
$0
$621,000 0.0% of portfolio
7,387
Q4 2024 Added 62.0%
$0
$956,000 0.0% of portfolio
12,636
Q4 2024 Reduced 88.69%
$0
$1.34 Million 0.0% of portfolio
32,926
Q4 2024 Added 14.59%
$0
$665,000 0.0% of portfolio
4,837
Q4 2024 New

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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