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
$8.48 Million 0.03% of portfolio
210,939
Q4 2024 Reduced 0.87%
$0
$8.92 Million 0.03% of portfolio
216,564
Q4 2024 Reduced 15.5%
$0
$8.06 Million 0.03% of portfolio
219,122
Q4 2024 Reduced 0.94%
$0
$8.53 Million 0.03% of portfolio
237,593
Q4 2024 Reduced 2.08%
$0
$8.33 Million 0.03% of portfolio
160,532
Q4 2024 Reduced 1.38%
$0
$8.38 Million 0.03% of portfolio
94,021
Q4 2024 Added 476.43%
$0
$8.9 Million 0.03% of portfolio
202,179
Q4 2024 Reduced 10.35%
$94.8B
$7.57 Million 0.03% of portfolio
37,524
Q4 2024 Reduced 34.8%
$0
$8.57 Million 0.03% of portfolio
140,075
Q4 2024 Reduced 0.11%
$52.6B
$4.41 Million 0.02% of portfolio
22,857
Q4 2024 Reduced 45.93%
$104B
$5.43 Million 0.02% of portfolio
103,928
Q4 2024 Added 2.93%
$76B
$5.78 Million 0.02% of portfolio
16,087
Q4 2024 Reduced 94.66%
$122B
$5.13 Million 0.02% of portfolio
17,529
Q4 2024 Reduced 52.05%
$39B
$5.51 Million 0.02% of portfolio
134,446
Q4 2024 Reduced 16.5%
$0
$5.41 Million 0.02% of portfolio
262,825
Q4 2024 Added 199.33%
$182B
$4.81 Million 0.02% of portfolio
968
Q4 2024 Reduced 61.25%
$36.4B
$5.92 Million 0.02% of portfolio
26,193
Q4 2024 Added 1.45%
$18.3B
$7.15 Million 0.02% of portfolio
50,042
Q4 2024 Reduced 2.64%
$17.9B
$4.39 Million 0.02% of portfolio
21,593
Q4 2024 Added 3.49%
$155B
$6.9 Million 0.02% of portfolio
19,019
Q4 2024 Reduced 83.18%
$122B
$6.94 Million 0.02% of portfolio
98,535
Q4 2024 Reduced 68.62%
$14.1B
$5.98 Million 0.02% of portfolio
573,421
Q4 2024 New
$113B
$4.44 Million 0.02% of portfolio
44,814
Q4 2024 Reduced 25.03%
$35.1B
$5.87 Million 0.02% of portfolio
123,517
Q4 2024 Reduced 69.32%
$0
$4.66 Million 0.02% of portfolio
151,328
Q4 2024 Reduced 0.31%
$19.8B
$5.61 Million 0.02% of portfolio
139,844
Q4 2024 Added 368.38%
$0
$5.56 Million 0.02% of portfolio
495,416
Q4 2024 Reduced 4.05%
$102B
$4.94 Million 0.02% of portfolio
13,365
Q4 2024 Reduced 53.51%
$53.3B
$6.06 Million 0.02% of portfolio
309,342
Q4 2024 Added 2.67%
$67.5B
$5.11 Million 0.02% of portfolio
163,082
Q4 2024 Added 2.43%
$16.3B
$4.51 Million 0.02% of portfolio
9,386
Q4 2024 Added 1.9%
$0
$4.92 Million 0.02% of portfolio
70,006
Q4 2024 Reduced 2.77%
$0
$5.51 Million 0.02% of portfolio
84,229
Q4 2024 Reduced 15.03%
$0
$4.85 Million 0.02% of portfolio
98,114
Q4 2024 Reduced 45.71%
$0
$6.7 Million 0.02% of portfolio
114,206
Q4 2024 Reduced 2.28%
$12.8B
$5.74 Million 0.02% of portfolio
119,200
Q4 2024 New
$0
$6.12 Million 0.02% of portfolio
763,640
Q4 2024 Reduced 0.85%
$7.13B
$6.99 Million 0.02% of portfolio
45,096
Q4 2024 Added 18.16%
$75.8B
$6.79 Million 0.02% of portfolio
25,766
Q4 2024 Reduced 30.36%
$63.3B
$5.23 Million 0.02% of portfolio
98,218
Q4 2024 Reduced 78.12%
$24.5B
$6.58 Million 0.02% of portfolio
38,867
Q4 2024 Added 568.74%
$25.9B
$5.03 Million 0.02% of portfolio
7,220
Q4 2024 Reduced 9.54%
$70.9B
$6.57 Million 0.02% of portfolio
25,905
Q4 2024 Reduced 14.22%
$0
$6.15 Million 0.02% of portfolio
66,079
Q4 2024 Reduced 58.01%
$0
$5.86 Million 0.02% of portfolio
124,073
Q4 2024 Reduced 42.83%
$0
$5.86 Million 0.02% of portfolio
55,459
Q4 2024 Added 0.24%
$0
$5.59 Million 0.02% of portfolio
42,567
Q4 2024 Reduced 37.92%
$0
$5.26 Million 0.02% of portfolio
47,712
Q4 2024 Added 1.93%
$0
$4.99 Million 0.02% of portfolio
56,440
Q4 2024 Added 2.58%

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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