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
$86.5B
$22.6 Million 0.12% of portfolio
345,709
Q1 2025 Added 65.09%
$0
$21.4 Million 0.12% of portfolio
2,757,876
Q1 2025 Added 7.81%
$335B
$19.5 Million 0.11% of portfolio
93,218
Q1 2025 Added 42.69%
$446B
$19.9 Million 0.11% of portfolio
21,026
Q1 2025 Added 30.07%
$0
$20.5 Million 0.11% of portfolio
702,368
Q1 2025 Added 2.69%
$0
$19.4 Million 0.11% of portfolio
198,584
Q1 2025 Added 1.39%
$125B
$20.8 Million 0.11% of portfolio
46,620
Q1 2025 Added 63.61%
$30.3B
$20.3 Million 0.11% of portfolio
62,138
Q1 2025 Added 1,013.38%
$108B
$19.8 Million 0.11% of portfolio
81,144
Q1 2025 Reduced 5.44%
$63.4B
$20.3 Million 0.11% of portfolio
252,713
Q1 2025 Added 44.46%
$36.5B
$19.2 Million 0.11% of portfolio
193,817
Q1 2025 Added 18.51%
$0
$20.4 Million 0.11% of portfolio
678,346
Q1 2025 Reduced 14.34%
$0
$19.4 Million 0.11% of portfolio
294,413
Q1 2025 Reduced 5.64%
$171B
$20.6 Million 0.11% of portfolio
282,921
Q1 2025 Reduced 49.86%
$71.8B
$20.6 Million 0.11% of portfolio
345,548
Q1 2025 Added 14.45%
$62.5B
$17.7 Million 0.1% of portfolio
60,043
Q1 2025 Added 137.24%
$119B
$18.3 Million 0.1% of portfolio
60,545
Q1 2025 Reduced 1.58%
$42.8B
$18.9 Million 0.1% of portfolio
413,125
Q1 2025 Added 234.47%
$152B
$18.3 Million 0.1% of portfolio
86,438
Q1 2025 Reduced 19.4%
$0
$18.2 Million 0.1% of portfolio
175,479
Q1 2025 Added 72.5%
$0
$17.8 Million 0.1% of portfolio
195,921
Q1 2025 Added 93.12%
$0
$18.4 Million 0.1% of portfolio
363,550
Q1 2025 Reduced 3.47%
$0
$17.4 Million 0.1% of portfolio
302,000
Q1 2025 Reduced 2.87%
$536B
$17.8 Million 0.1% of portfolio
19,093
Q1 2025 Added 43.1%
$143B
$18.9 Million 0.1% of portfolio
266,764
Q1 2025 Added 4.18%
$58.6B
$17.3 Million 0.1% of portfolio
73,036
Q1 2025 Added 126.41%
$0
$17.6 Million 0.1% of portfolio
2,012,078
Q1 2025 Added 2.92%
$167B
$17.9 Million 0.1% of portfolio
35,229
Q1 2025 Added 9.21%
$0
$17.8 Million 0.1% of portfolio
32,855
Q1 2025 Reduced 4.94%
$286B
$18.6 Million 0.1% of portfolio
259,657
Q1 2025 Added 14.89%
$106B
$15.5 Million 0.09% of portfolio
253,641
Q1 2025 Added 175.94%
$27.3B
$16.2 Million 0.09% of portfolio
828,532
Q1 2025 Reduced 1.25%
$42.7B
$17 Million 0.09% of portfolio
129,988
Q1 2025 Added 63.57%
$129B
$16.4 Million 0.09% of portfolio
60,468
Q1 2025 Added 86.43%
$59.3B
$16.7 Million 0.09% of portfolio
68,676
Q1 2025 Added 105.46%
$0
$17 Million 0.09% of portfolio
508,709
Q1 2025 Added 48.83%
$0
$15.5 Million 0.09% of portfolio
374,277
Q1 2025 Added 0.63%
$106B
$15.8 Million 0.09% of portfolio
54,845
Q1 2025 Added 2.8%
$146B
$16.3 Million 0.09% of portfolio
133,737
Q1 2025 Added 15.11%
$0
$16.8 Million 0.09% of portfolio
145,101
Q1 2025 Added 941.12%
$64.1B
$14 Million 0.08% of portfolio
160,765
Q1 2025 Reduced 14.68%
$3.81B
$15.1 Million 0.08% of portfolio
135,930
Q1 2025 Reduced 0.09%
$76.7B
$14.6 Million 0.08% of portfolio
155,725
Q1 2025 Added 0.56%
$84.4B
$13.9 Million 0.08% of portfolio
204,515
Q1 2025 Added 266.44%
$0
$15.3 Million 0.08% of portfolio
814,530
Q1 2025 Reduced 2.63%
$91B
$14.2 Million 0.08% of portfolio
32,640
Q1 2025 Added 144.22%
$264B
$15.3 Million 0.08% of portfolio
76,592
Q1 2025 Added 311.36%
$0
$15.3 Million 0.08% of portfolio
407,760
Q1 2025 New
$0
$14.5 Million 0.08% of portfolio
645,451
Q1 2025 Added 2,737.4%

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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email