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
$17.5B
$5.04 Million 0.03% of portfolio
39,852
Q1 2025 Added 1,212.22%
$0
$5.29 Million 0.03% of portfolio
143,463
Q1 2025 New
$12.3B
$6.33 Million 0.03% of portfolio
124,332
Q1 2025 Added 4.31%
$0
$6.11 Million 0.03% of portfolio
741,325
Q1 2025 Reduced 2.92%
$8.35B
$5.13 Million 0.03% of portfolio
40,499
Q1 2025 Reduced 10.19%
$27.9B
$5.31 Million 0.03% of portfolio
29,479
Q1 2025 Added 1,546.87%
$1.48B
$5.95 Million 0.03% of portfolio
116,144
Q1 2025 Added 514.1%
$23.6B
$4.66 Million 0.03% of portfolio
302,149
Q1 2025 Added 199.86%
$16.9B
$6.31 Million 0.03% of portfolio
118,315
Q1 2025 Added 232.26%
$29.7B
$5.07 Million 0.03% of portfolio
28,774
Q1 2025 Added 658.81%
$0
$5 Million 0.03% of portfolio
126,832
Q1 2025 New
$0
$5.65 Million 0.03% of portfolio
71,640
Q1 2025 Reduced 30.08%
$0
$5.88 Million 0.03% of portfolio
55,149
Q1 2025 Reduced 0.56%
$0
$4.58 Million 0.03% of portfolio
99,361
Q1 2025 Added 0.2%
$0
$4.54 Million 0.03% of portfolio
53,424
Q1 2025 Reduced 5.34%
$0
$4.76 Million 0.03% of portfolio
46,509
Q1 2025 Reduced 2.52%
$11.6B
$5.92 Million 0.03% of portfolio
163,553
Q1 2025 Added 1,717.66%
$13B
$5.44 Million 0.03% of portfolio
256,191
Q1 2025 Added 341.05%
$107B
$5.44 Million 0.03% of portfolio
47,023
Q1 2025 Added 53.56%
$46.8B
$5.56 Million 0.03% of portfolio
26,552
Q1 2025 Added 4.65%
$21B
$6.28 Million 0.03% of portfolio
68,370
Q1 2025 Reduced 2.32%
$34.6B
$6.17 Million 0.03% of portfolio
12,909
Q1 2025 Added 307.48%
$75.2B
$5.48 Million 0.03% of portfolio
10,705
Q1 2025 Added 12.65%
$255B
$6.04 Million 0.03% of portfolio
54,162
Q1 2025 Added 10.56%
$179B
$5.15 Million 0.03% of portfolio
74,182
Q1 2025 Added 7.53%
$15.9B
$5.69 Million 0.03% of portfolio
129,466
Q1 2025 New
$5.76B
$5.88 Million 0.03% of portfolio
4,102
Q1 2025 Added 28.79%
$23.9B
$5.78 Million 0.03% of portfolio
56,195
Q1 2025 Added 474.24%
$35.4B
$5.03 Million 0.03% of portfolio
86,668
Q1 2025 Added 10.94%
$0
$4.86 Million 0.03% of portfolio
11,576
Q1 2025 Reduced 0.92%
$0
$5.77 Million 0.03% of portfolio
71,163
Q1 2025 New
$36.4B
$5.48 Million 0.03% of portfolio
61,236
Q1 2025 Added 1,087.2%
$16.5B
$5.15 Million 0.03% of portfolio
71,280
Q1 2025 Added 1,336.23%
$95.7B
$5.78 Million 0.03% of portfolio
17,566
Q1 2025 Reduced 61.86%
$7.47B
$5.72 Million 0.03% of portfolio
78,577
Q1 2025 Added 1.32%
$173B
$5.8 Million 0.03% of portfolio
84,591
Q1 2025 Added 955.67%
$0
$6.31 Million 0.03% of portfolio
205,747
Q1 2025 Reduced 3.79%
$0
$5.18 Million 0.03% of portfolio
97,981
Q1 2025 New
$0
$5.89 Million 0.03% of portfolio
32,313
Q1 2025 Added 8.57%
$2.44B
$5.3 Million 0.03% of portfolio
362,601
Q1 2025 Added 37.47%
$23.2B
$5.88 Million 0.03% of portfolio
49,238
Q1 2025 Reduced 1.63%
$41B
$6.18 Million 0.03% of portfolio
39,261
Q1 2025 Added 524.68%
$16B
$3.11 Million 0.02% of portfolio
90,815
Q1 2025 Added 252.02%
$0
$3.76 Million 0.02% of portfolio
437,481
Q1 2025 Reduced 14.77%
$142B
$3.54 Million 0.02% of portfolio
35,066
Q1 2025 Added 78.08%
$28.7B
$3.69 Million 0.02% of portfolio
17,670
Q1 2025 Reduced 18.17%
$3.97B
$3.71 Million 0.02% of portfolio
32,924
Q1 2025 New
$20.8B
$4.17 Million 0.02% of portfolio
101,792
Q1 2025 Added 154.06%
$2.51B
$3.38 Million 0.02% of portfolio
96,844
Q1 2025 Added 406.06%

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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