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
$51.1B
$7.33 Million 0.04% of portfolio
51,166
Q1 2025 Added 480.05%
$75.1B
$7.37 Million 0.04% of portfolio
67,265
Q1 2025 Added 15.78%
$3.59B
$7.49 Million 0.04% of portfolio
81,830
Q1 2025 Added 660.15%
$0
$6.82 Million 0.04% of portfolio
99,781
Q1 2025 Added 18.46%
$14.3B
$8.11 Million 0.04% of portfolio
377,464
Q1 2025 Added 585.75%
$24.8B
$7.96 Million 0.04% of portfolio
46,558
Q1 2025 Added 19.79%
$7.72B
$7.94 Million 0.04% of portfolio
241,554
Q1 2025 Added 1,835.99%
$43.8B
$7.46 Million 0.04% of portfolio
17,759
Q1 2025 Added 906.75%
$76.5B
$7.73 Million 0.04% of portfolio
31,159
Q1 2025 Added 20.28%
$0
$7.76 Million 0.04% of portfolio
199,851
Q1 2025 Reduced 0.68%
$0
$7.25 Million 0.04% of portfolio
350,141
Q1 2025 Reduced 44.14%
$0
$6.45 Million 0.04% of portfolio
58,082
Q1 2025 Reduced 0.61%
$0
$6.83 Million 0.04% of portfolio
222,245
Q1 2025 Reduced 2.14%
$0
$7.12 Million 0.04% of portfolio
65,524
Q1 2025 Added 62.94%
$0
$7.82 Million 0.04% of portfolio
136,927
Q1 2025 Added 2.09%
$44.9B
$6.66 Million 0.04% of portfolio
46,802
Q1 2025 Reduced 76.51%
$13.1B
$7.73 Million 0.04% of portfolio
260,913
Q1 2025 Added 1.33%
$22.3B
$7.55 Million 0.04% of portfolio
85,903
Q1 2025 Added 391.58%
$80.5B
$7.2 Million 0.04% of portfolio
113,373
Q1 2025 Added 98.94%
$58.6B
$7 Million 0.04% of portfolio
41,050
Q1 2025 Added 108.66%
$56B
$7 Million 0.04% of portfolio
45,400
Q1 2025 Added 0.53%
$37.5B
$7.29 Million 0.04% of portfolio
28,204
Q1 2025 Reduced 5.43%
$0
$6.64 Million 0.04% of portfolio
308,543
Q1 2025 Added 76.9%
$0
$6.62 Million 0.04% of portfolio
32,054
Q1 2025 Added 128.29%
$0
$7.36 Million 0.04% of portfolio
1,513,568
Q1 2025 Reduced 7.59%
$0
$6.61 Million 0.04% of portfolio
84,490
Q1 2025 Reduced 0.84%
$0
$6.75 Million 0.04% of portfolio
111,355
Q1 2025 Added 243.48%
$0
$8.1 Million 0.04% of portfolio
178,970
Q1 2025 Reduced 11.48%
$0
$6.58 Million 0.04% of portfolio
105,986
Q1 2025 Added 39.78%
$34B
$7.07 Million 0.04% of portfolio
20,917
Q1 2025 Added 1,022.16%
$19.9B
$7.14 Million 0.04% of portfolio
63,069
Q1 2025 Added 346.76%
$3.93B
$5.19 Million 0.03% of portfolio
67,965
Q1 2025 New
$7.52B
$6 Million 0.03% of portfolio
83,374
Q1 2025 Added 314.26%
$105B
$6.18 Million 0.03% of portfolio
102,913
Q1 2025 Reduced 0.98%
$52.3B
$4.61 Million 0.03% of portfolio
42,182
Q1 2025 Added 0.16%
$39.1B
$6.05 Million 0.03% of portfolio
137,724
Q1 2025 Added 2.44%
$5.44B
$5.36 Million 0.03% of portfolio
123,441
Q1 2025 New
$0
$5.04 Million 0.03% of portfolio
219,470
Q1 2025 New
$0
$5.95 Million 0.03% of portfolio
280,185
Q1 2025 Added 6.61%
$129B
$4.54 Million 0.03% of portfolio
26,612
Q1 2025 Added 69.12%
$6.43B
$5.87 Million 0.03% of portfolio
103,432
Q1 2025 Added 134.92%
$14.1B
$6.09 Million 0.03% of portfolio
584,483
Q1 2025 Added 1.93%
$51.4B
$5.17 Million 0.03% of portfolio
82,153
Q1 2025 Added 101.54%
$0
$6.12 Million 0.03% of portfolio
217,248
Q1 2025 Added 43.56%
$21.6B
$5.78 Million 0.03% of portfolio
165,521
Q1 2025 Added 18.36%
$0
$5.53 Million 0.03% of portfolio
493,570
Q1 2025 Reduced 0.37%
$55.5B
$4.88 Million 0.03% of portfolio
262,399
Q1 2025 Reduced 15.18%
$69.5B
$4.57 Million 0.03% of portfolio
133,995
Q1 2025 Reduced 17.84%
$0
$6.22 Million 0.03% of portfolio
89,487
Q1 2025 Reduced 61.49%

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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