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
$72.7B
$37.5 Million 0.21% of portfolio
447,332
Q1 2025 Added 17.69%
$442B
$37.5 Million 0.21% of portfolio
47
Q1 2025 Added 34.29%
$3.07B
$38.6 Million 0.21% of portfolio
2,776,298
Q1 2025 Reduced 67.08%
$0
$37.6 Million 0.21% of portfolio
1,634,809
Q1 2025 Added 4.61%
$562B
$37.4 Million 0.21% of portfolio
68,296
Q1 2025 Added 17.63%
$386B
$38.5 Million 0.21% of portfolio
225,795
Q1 2025 Added 20.63%
$268B
$36.3 Million 0.2% of portfolio
587,576
Q1 2025 Added 78.19%
$216B
$33.9 Million 0.19% of portfolio
343,585
Q1 2025 Added 291.44%
$377B
$34.1 Million 0.19% of portfolio
93,174
Q1 2025 Added 23.87%
$53.2B
$33.9 Million 0.19% of portfolio
575,484
Q1 2025 Reduced 15.57%
$0
$34.8 Million 0.19% of portfolio
792,834
Q1 2025 Added 1.94%
$155B
$34.3 Million 0.19% of portfolio
121,110
Q1 2025 Reduced 35.62%
$1.03T
$34.9 Million 0.19% of portfolio
134,727
Q1 2025 Added 11.6%
$0
$32.5 Million 0.18% of portfolio
845,722
Q1 2025 Added 5.15%
$0
$31.8 Million 0.18% of portfolio
623,289
Q1 2025 Added 10.66%
$29.4B
$33 Million 0.18% of portfolio
1,919,829
Q1 2025 Added 18.73%
$124B
$30.7 Million 0.17% of portfolio
353,272
Q1 2025 Added 65.52%
$0
$31.5 Million 0.17% of portfolio
343,541
Q1 2025 Added 16.84%
$185B
$31.1 Million 0.17% of portfolio
684,597
Q1 2025 Added 34.24%
$157B
$29.3 Million 0.16% of portfolio
93,911
Q1 2025 Added 68.17%
$70.5B
$29.9 Million 0.16% of portfolio
7,832
Q1 2025 Added 3.28%
$157B
$28.8 Million 0.16% of portfolio
781,041
Q1 2025 Added 66.65%
$12B
$28.9 Million 0.16% of portfolio
510,641
Q1 2025 Added 0.07%
$0
$29.3 Million 0.16% of portfolio
641,010
Q1 2025 Added 9.76%
$41.7B
$29.1 Million 0.16% of portfolio
602,259
Q1 2025 Added 2,991.2%
$77.1B
$27 Million 0.15% of portfolio
150,738
Q1 2025 Added 115.68%
$215B
$27 Million 0.15% of portfolio
43,900
Q1 2025 Reduced 2.47%
$0
$27.4 Million 0.15% of portfolio
58,384
Q1 2025 Reduced 10.6%
$0
$26.8 Million 0.15% of portfolio
504,169
Q1 2025 Added 306.35%
$223B
$27.9 Million 0.15% of portfolio
239,375
Q1 2025 Added 7.21%
$182B
$27.4 Million 0.15% of portfolio
182,836
Q1 2025 Added 56.79%
$0
$26.4 Million 0.15% of portfolio
334,837
Q1 2025 Added 2.61%
$202B
$25.1 Million 0.14% of portfolio
80,411
Q1 2025 Added 16.31%
$69.1B
$25.6 Million 0.14% of portfolio
199,806
Q1 2025 Added 131.24%
$88.9B
$24.8 Million 0.14% of portfolio
53,185
Q1 2025 Added 626.77%
$55.1B
$23.7 Million 0.13% of portfolio
48,965
Q1 2025 Reduced 2.14%
$23.5B
$24.4 Million 0.13% of portfolio
107,948
Q1 2025 Added 1.0%
$248B
$24.3 Million 0.13% of portfolio
97,840
Q1 2025 Added 80.75%
$0
$23.4 Million 0.13% of portfolio
282,689
Q1 2025 Reduced 5.67%
$221B
$22.8 Million 0.13% of portfolio
73,139
Q1 2025 Reduced 13.82%
$0
$23.1 Million 0.13% of portfolio
1,535,479
Q1 2025 Reduced 0.64%
$177B
$24.1 Million 0.13% of portfolio
124,060
Q1 2025 Added 1.73%
$0
$23.7 Million 0.13% of portfolio
183,680
Q1 2025 Reduced 9.32%
$99.9B
$21.2 Million 0.12% of portfolio
97,495
Q1 2025 Added 126.02%
$95.6B
$21.2 Million 0.12% of portfolio
79,755
Q1 2025 Added 0.34%
$16.6B
$22.1 Million 0.12% of portfolio
52,818
Q1 2025 Reduced 0.03%
$69.5B
$21.7 Million 0.12% of portfolio
461,558
Q1 2025 Added 369.93%
$210B
$21 Million 0.12% of portfolio
38,522
Q1 2025 Added 93.29%
$70B
$21.5 Million 0.12% of portfolio
165,945
Q1 2025 Added 3.97%

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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