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
$68.6B
$11.3 Million 0.06% of portfolio
95,880
Q1 2025 Added 1,492.43%
$12B
$8.19 Million 0.05% of portfolio
88,516
Q1 2025 Added 500.68%
$30.1B
$9.4 Million 0.05% of portfolio
29,681
Q1 2025 Reduced 25.38%
$26.8B
$8.22 Million 0.05% of portfolio
171,151
Q1 2025 Added 1,351.29%
$0
$9.71 Million 0.05% of portfolio
438,266
Q1 2025 Added 14.84%
$218B
$9.76 Million 0.05% of portfolio
2,119
Q1 2025 Added 118.9%
$6.3B
$9.77 Million 0.05% of portfolio
91,985
Q1 2025 Added 9.71%
$0
$9.9 Million 0.05% of portfolio
61,392
Q1 2025 Reduced 65.77%
$76.2B
$9.96 Million 0.05% of portfolio
36,549
Q1 2025 Added 41.85%
$19.8B
$8.21 Million 0.05% of portfolio
323,516
Q1 2025 Added 149.36%
$105B
$8.77 Million 0.05% of portfolio
25,385
Q1 2025 Added 80.71%
$0
$8.43 Million 0.05% of portfolio
209,789
Q1 2025 Reduced 3.13%
$0
$8.29 Million 0.05% of portfolio
231,563
Q1 2025 Reduced 2.54%
$0
$9.28 Million 0.05% of portfolio
245,610
Q1 2025 Reduced 1.48%
$0
$9.47 Million 0.05% of portfolio
81,403
Q1 2025 Added 193.97%
$0
$9.66 Million 0.05% of portfolio
106,586
Q1 2025 Added 52.07%
$0
$8.65 Million 0.05% of portfolio
82,019
Q1 2025 Reduced 19.88%
$0
$8.31 Million 0.05% of portfolio
355,730
Q1 2025 Added 623.88%
$0
$9.62 Million 0.05% of portfolio
71,628
Q1 2025 Added 68.27%
$0
$9.7 Million 0.05% of portfolio
37,974
Q1 2025 Reduced 4.41%
$0
$9.71 Million 0.05% of portfolio
64,319
Q1 2025 Added 15.27%
$0
$8.95 Million 0.05% of portfolio
128,135
Q1 2025 Added 179.03%
$2.11B
$9.88 Million 0.05% of portfolio
170,677
Q1 2025 Added 781.14%
$81.1B
$9.04 Million 0.05% of portfolio
62,023
Q1 2025 Added 95.18%
$101B
$8.85 Million 0.05% of portfolio
13,143
Q1 2025 Added 41.96%
$117B
$9.71 Million 0.05% of portfolio
108,030
Q1 2025 Added 43.8%
$92.2B
$9.31 Million 0.05% of portfolio
137,231
Q1 2025 Added 116.07%
$35B
$9.2 Million 0.05% of portfolio
96,425
Q1 2025 Added 664.79%
$32B
$8.93 Million 0.05% of portfolio
74,230
Q1 2025 Added 5.62%
$0
$8.94 Million 0.05% of portfolio
199,950
Q1 2025 Added 69.37%
$0
$9.04 Million 0.05% of portfolio
114,653
Q1 2025 Added 807.35%
$17.1B
$8.59 Million 0.05% of portfolio
25,477
Q1 2025 Added 295.91%
$97.2B
$9.39 Million 0.05% of portfolio
102,115
Q1 2025 Added 6.6%
$0
$9.49 Million 0.05% of portfolio
17,797
Q1 2025 Added 0.93%
$0
$9.48 Million 0.05% of portfolio
307,607
Q1 2025 Added 0.11%
$4.79B
$8.44 Million 0.05% of portfolio
93,643
Q1 2025 Added 636.71%
$0
$8.27 Million 0.05% of portfolio
139,444
Q1 2025 Reduced 0.45%
$64.6B
$6.98 Million 0.04% of portfolio
62,802
Q1 2025 Reduced 11.07%
$53.1B
$7.64 Million 0.04% of portfolio
36,914
Q1 2025 Added 61.5%
$0
$6.54 Million 0.04% of portfolio
125,924
Q1 2025 New
$53.1B
$7.84 Million 0.04% of portfolio
31,907
Q1 2025 Added 297.4%
$1.32B
$7.5 Million 0.04% of portfolio
197,280
Q1 2025 Added 520.42%
$37.5B
$6.37 Million 0.04% of portfolio
26,264
Q1 2025 Added 0.27%
$40.1B
$7.5 Million 0.04% of portfolio
54,465
Q1 2025 Added 461.03%
$24.2B
$7.27 Million 0.04% of portfolio
45,336
Q1 2025 Added 3.19%
$7.71B
$7.34 Million 0.04% of portfolio
124,326
Q1 2025 Added 235.54%
$27.7B
$6.41 Million 0.04% of portfolio
34,928
Q1 2025 Reduced 90.77%
$33.1B
$6.96 Million 0.04% of portfolio
159,637
Q1 2025 Added 19.7%
$61.3B
$6.55 Million 0.04% of portfolio
62,464
Q1 2025 Reduced 97.6%

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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