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
$0
$14.4 Million 0.08% of portfolio
150,572
Q1 2025 Added 127.87%
$46.8B
$13.8 Million 0.08% of portfolio
204,023
Q1 2025 Added 236.33%
$204B
$14.9 Million 0.08% of portfolio
18,671
Q1 2025 Reduced 35.49%
$0
$15.1 Million 0.08% of portfolio
152,165
Q1 2025 Reduced 18.81%
$46.4B
$13.8 Million 0.08% of portfolio
132,598
Q1 2025 Added 67.08%
$139B
$14 Million 0.08% of portfolio
59,067
Q1 2025 Added 80.92%
$0
$14.8 Million 0.08% of portfolio
1,218,874
Q1 2025 Reduced 1.35%
$96B
$14 Million 0.08% of portfolio
60,287
Q1 2025 Added 60.66%
$203B
$11.9 Million 0.07% of portfolio
420,531
Q1 2025 Reduced 27.86%
$131B
$12 Million 0.07% of portfolio
39,321
Q1 2025 Added 124.32%
$1.4B
$12.1 Million 0.07% of portfolio
240,912
Q1 2025 Reduced 1.92%
$46.1B
$13.3 Million 0.07% of portfolio
42,457
Q1 2025 Added 383.68%
$0
$12.3 Million 0.07% of portfolio
244,998
Q1 2025 Reduced 38.95%
$0
$12.2 Million 0.07% of portfolio
130,584
Q1 2025 Reduced 10.78%
$0
$13.6 Million 0.07% of portfolio
216,691
Q1 2025 Added 3.75%
$261B
$12.7 Million 0.07% of portfolio
150,615
Q1 2025 Added 43.75%
$0
$13.5 Million 0.07% of portfolio
460,755
Q1 2025 Added 5.15%
$0
$12 Million 0.07% of portfolio
54,323
Q1 2025 Added 204.74%
$0
$12.4 Million 0.07% of portfolio
66,643
Q1 2025 Added 7.79%
$0
$13.2 Million 0.07% of portfolio
273,414
Q1 2025 Added 2.56%
$80.2B
$11.7 Million 0.06% of portfolio
79,571
Q1 2025 Added 4.77%
$120B
$11.5 Million 0.06% of portfolio
57,170
Q1 2025 Reduced 96.38%
$964M
$10.2 Million 0.06% of portfolio
1,073,140
Q1 2025 Added 0.61%
$0
$11.1 Million 0.06% of portfolio
598,633
Q1 2025 Reduced 29.93%
$313B
$11 Million 0.06% of portfolio
154,060
Q1 2025 Added 6.6%
$116B
$10.8 Million 0.06% of portfolio
102,654
Q1 2025 Added 129.07%
$0
$10.6 Million 0.06% of portfolio
410,300
Q1 2025 Added 6.88%
$27.3B
$10.6 Million 0.06% of portfolio
269,989
Q1 2025 Added 510.72%
$138B
$10.6 Million 0.06% of portfolio
94,827
Q1 2025 Added 160.93%
$0
$11.5 Million 0.06% of portfolio
288,172
Q1 2025 Added 36.61%
$0
$10.6 Million 0.06% of portfolio
296,713
Q1 2025 Added 31.64%
$0
$11.5 Million 0.06% of portfolio
309,813
Q1 2025 Reduced 4.05%
$0
$11.8 Million 0.06% of portfolio
329,192
Q1 2025 Added 50.23%
$90.7B
$11.3 Million 0.06% of portfolio
495,413
Q1 2025 Added 180.1%
$0
$11.8 Million 0.06% of portfolio
172,035
Q1 2025 Reduced 3.7%
$0
$11.1 Million 0.06% of portfolio
112,118
Q1 2025 Added 1.57%
$0
$10.1 Million 0.06% of portfolio
86,288
Q1 2025 Added 12.12%
$61.5B
$10.9 Million 0.06% of portfolio
382,367
Q1 2025 Reduced 1.85%
$87B
$10.6 Million 0.06% of portfolio
44,337
Q1 2025 Added 0.83%
$136B
$9.99 Million 0.06% of portfolio
394,212
Q1 2025 Added 129.2%
$0
$11.8 Million 0.06% of portfolio
715,661
Q1 2025 Added 13.54%
$39.5B
$11.2 Million 0.06% of portfolio
100,684
Q1 2025 Added 740.5%
$26.4B
$10.2 Million 0.06% of portfolio
119,872
Q1 2025 Added 1,673.52%
$93.5B
$10.3 Million 0.06% of portfolio
29,413
Q1 2025 Reduced 75.32%
$38.3B
$11 Million 0.06% of portfolio
146,882
Q1 2025 Added 10.21%
$19.3B
$10.5 Million 0.06% of portfolio
148,991
Q1 2025 Added 321.46%
$54B
$11.6 Million 0.06% of portfolio
281,505
Q1 2025 Added 75.6%
$16.1B
$11.4 Million 0.06% of portfolio
178,310
Q1 2025 Added 163.9%
$0
$11.2 Million 0.06% of portfolio
43,195
Q1 2025 Added 201.64%

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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