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
$86.8B
$18.5 Million 0.06% of portfolio
624,510
Q4 2024 Added 7.57%
$94.4B
$18.5 Million 0.06% of portfolio
79,483
Q4 2024 Added 0.25%
$119B
$17 Million 0.06% of portfolio
61,519
Q4 2024 Added 5.75%
$3.79B
$18.2 Million 0.06% of portfolio
136,047
Q4 2024 Added 0.15%
$150B
$17.6 Million 0.06% of portfolio
468,671
Q4 2024 Reduced 35.02%
$0
$18.2 Million 0.06% of portfolio
683,943
Q4 2024 Added 9.91%
$0
$17.4 Million 0.06% of portfolio
836,494
Q4 2024 Added 2,787.15%
$0
$16 Million 0.06% of portfolio
232,385
Q4 2024 Added 21.94%
$0
$17.8 Million 0.06% of portfolio
310,923
Q4 2024 Reduced 0.22%
$51.2B
$17.5 Million 0.06% of portfolio
159,610
Q4 2024 Added 602.26%
$0
$17.7 Million 0.06% of portfolio
137,590
Q4 2024 Reduced 60.08%
$109B
$18.2 Million 0.06% of portfolio
85,809
Q4 2024 Added 671.94%
$74.8B
$18 Million 0.06% of portfolio
213,433
Q4 2024 Added 64.54%
$130B
$18.4 Million 0.06% of portfolio
256,050
Q4 2024 Reduced 3.03%
$0
$16.8 Million 0.06% of portfolio
1,954,981
Q4 2024 Added 69.41%
$38.5B
$16.4 Million 0.06% of portfolio
163,541
Q4 2024 Reduced 16.86%
$197B
$17.7 Million 0.06% of portfolio
116,610
Q4 2024 Reduced 23.08%
$151B
$16.1 Million 0.06% of portfolio
32,258
Q4 2024 Added 105.61%
$0
$18.6 Million 0.06% of portfolio
187,410
Q4 2024 Reduced 7.04%
$246B
$15.9 Million 0.06% of portfolio
226,003
Q4 2024 Reduced 16.02%
$71.4B
$16.3 Million 0.06% of portfolio
301,930
Q4 2024 Reduced -0.0%
$61.7B
$13.7 Million 0.05% of portfolio
188,416
Q4 2024 Added 6.01%
$148B
$14.6 Million 0.05% of portfolio
55,844
Q4 2024 Reduced 40.38%
$26.4B
$13.4 Million 0.05% of portfolio
39,778
Q4 2024 Added 71.21%
$193B
$13.3 Million 0.05% of portfolio
582,923
Q4 2024 Added 2.4%
$1.34B
$14.8 Million 0.05% of portfolio
245,617
Q4 2024 Reduced 0.6%
$79.7B
$14.1 Million 0.05% of portfolio
154,856
Q4 2024 Added 7.91%
$440B
$14.8 Million 0.05% of portfolio
16,165
Q4 2024 Reduced 25.47%
$0
$13.2 Million 0.05% of portfolio
626,862
Q4 2024 Reduced 0.49%
$0
$13 Million 0.05% of portfolio
146,357
Q4 2024 Reduced 4.41%
$122B
$13.8 Million 0.05% of portfolio
28,494
Q4 2024 Reduced 24.84%
$57.9B
$14.3 Million 0.05% of portfolio
174,934
Q4 2024 Reduced 35.98%
$0
$14.2 Million 0.05% of portfolio
208,853
Q4 2024 Added 4.61%
$106B
$12.9 Million 0.05% of portfolio
53,350
Q4 2024 Reduced 11.24%
$148B
$14 Million 0.05% of portfolio
116,180
Q4 2024 Reduced 14.13%
$0
$15.7 Million 0.05% of portfolio
371,922
Q4 2024 Added 23.77%
$0
$13.6 Million 0.05% of portfolio
245,540
Q4 2024 New
$0
$15.6 Million 0.05% of portfolio
1,235,602
Q4 2024 Reduced 6.61%
$0
$13 Million 0.05% of portfolio
266,580
Q4 2024 Reduced -0.0%
$306B
$11.6 Million 0.04% of portfolio
65,328
Q4 2024 Reduced 4.43%
$950M
$10.2 Million 0.04% of portfolio
1,066,600
Q4 2024 Reduced 1.53%
$132B
$12.4 Million 0.04% of portfolio
12,138
Q4 2024 Reduced 43.89%
$62.5B
$12.5 Million 0.04% of portfolio
69,891
Q4 2024 Reduced 54.71%
$37.8B
$10.4 Million 0.04% of portfolio
79,467
Q4 2024 Reduced 50.4%
$107B
$10.8 Million 0.04% of portfolio
32,434
Q4 2024 Reduced 27.21%
$64.8B
$10.6 Million 0.04% of portfolio
86,405
Q4 2024 Reduced 56.72%
$0
$12.3 Million 0.04% of portfolio
341,794
Q4 2024 Added 0.29%
$174B
$11.4 Million 0.04% of portfolio
19,930
Q4 2024 Reduced 49.62%
$214B
$11.9 Million 0.04% of portfolio
54,131
Q4 2024 Reduced 46.75%

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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