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
$10.1 Million 0.04% of portfolio
101,727
Q4 2024 Reduced 34.7%
$0
$12 Million 0.04% of portfolio
178,636
Q4 2024 Added 57.15%
$0
$11.4 Million 0.04% of portfolio
39,725
Q4 2024 Added 3.44%
$0
$10.9 Million 0.04% of portfolio
102,375
Q4 2024 Reduced 1.11%
$0
$10.7 Million 0.04% of portfolio
110,382
Q4 2024 Reduced 1.3%
$0
$10.2 Million 0.04% of portfolio
194,412
Q4 2024 Added 35.64%
$60.9B
$10.7 Million 0.04% of portfolio
389,588
Q4 2024 Added 16.84%
$71.5B
$12.3 Million 0.04% of portfolio
43,973
Q4 2024 Added 9.32%
$433B
$11.9 Million 0.04% of portfolio
13,342
Q4 2024 Reduced 27.28%
$0
$10.2 Million 0.04% of portfolio
630,308
Q4 2024 Added 5.69%
$12.4B
$11.9 Million 0.04% of portfolio
697,262
Q4 2024 Added 4.1%
$0
$10 Million 0.04% of portfolio
17,633
Q4 2024 Reduced 1.11%
$0
$12.7 Million 0.04% of portfolio
438,170
Q4 2024 Reduced 11.89%
$36.4B
$10.2 Million 0.04% of portfolio
133,271
Q4 2024 Reduced 1.54%
$42.9B
$10.7 Million 0.04% of portfolio
79,360
Q4 2024 Reduced 46.01%
$101B
$12.7 Million 0.04% of portfolio
46,052
Q4 2024 Added 6.52%
$0
$12.3 Million 0.04% of portfolio
61,827
Q4 2024 Added 21.71%
$72B
$9.8 Million 0.03% of portfolio
75,948
Q4 2024 Reduced 16.95%
$67.9B
$7.3 Million 0.03% of portfolio
70,617
Q4 2024 Reduced 0.16%
$58.3B
$7.34 Million 0.03% of portfolio
25,309
Q4 2024 Reduced 57.36%
$104B
$7.91 Million 0.03% of portfolio
43,135
Q4 2024 Reduced 49.74%
$0
$8.35 Million 0.03% of portfolio
381,633
Q4 2024 Added 103.99%
$20.5B
$7.65 Million 0.03% of portfolio
43,935
Q4 2024 Reduced 13.92%
$316B
$9 Million 0.03% of portfolio
144,525
Q4 2024 Reduced 6.45%
$5.59B
$9.18 Million 0.03% of portfolio
83,843
Q4 2024 Added 2.09%
$26.2B
$8.07 Million 0.03% of portfolio
133,369
Q4 2024 Reduced 14.35%
$0
$9.74 Million 0.03% of portfolio
383,899
Q4 2024 Added 39.47%
$155B
$9.77 Million 0.03% of portfolio
87,775
Q4 2024 Reduced 50.55%
$58.9B
$7.2 Million 0.03% of portfolio
58,097
Q4 2024 Added 2.2%
$54B
$9.4 Million 0.03% of portfolio
33,425
Q4 2024 Reduced 52.18%
$0
$9.81 Million 0.03% of portfolio
100,626
Q4 2024 Reduced 2.95%
$0
$8.06 Million 0.03% of portfolio
102,464
Q4 2024 Reduced 39.54%
$0
$9.16 Million 0.03% of portfolio
55,798
Q4 2024 Reduced 15.14%
$0
$9.76 Million 0.03% of portfolio
76,963
Q4 2024 Reduced 11.05%
$0
$8.86 Million 0.03% of portfolio
101,452
Q4 2024 Reduced 57.86%
$0
$7.72 Million 0.03% of portfolio
134,122
Q4 2024 Reduced 0.22%
$11.4B
$8.92 Million 0.03% of portfolio
257,485
Q4 2024 Added 0.88%
$50.9B
$7.57 Million 0.03% of portfolio
32,258
Q4 2024 Reduced 48.66%
$28.4B
$8.2 Million 0.03% of portfolio
70,281
Q4 2024 Reduced 9.2%
$184B
$7.92 Million 0.03% of portfolio
104,775
Q4 2024 Added 5.82%
$26.8B
$8.52 Million 0.03% of portfolio
29,824
Q4 2024 Added 191.62%
$100B
$7.89 Million 0.03% of portfolio
95,797
Q4 2024 Added 0.41%
$0
$9.44 Million 0.03% of portfolio
307,265
Q4 2024 Added 0.87%
$0
$7.88 Million 0.03% of portfolio
1,637,796
Q4 2024 Reduced 19.47%
$5.57B
$9.62 Million 0.03% of portfolio
181,326
Q4 2024 New
$135B
$7.45 Million 0.03% of portfolio
32,649
Q4 2024 Reduced 22.49%
$0
$8.27 Million 0.03% of portfolio
225,394
Q4 2024 Reduced 1.99%
$0
$9.6 Million 0.03% of portfolio
249,298
Q4 2024 Reduced 0.21%
$0
$7.96 Million 0.03% of portfolio
201,222
Q4 2024 Added 13.45%

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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