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
$4.22B
$2.66 Million 0.01% of portfolio
84,115
Q4 2024 Reduced 2.21%
$279M
$1.61 Million 0.01% of portfolio
89,022
Q4 2024 Reduced 1.82%
$9.46B
$1.81 Million 0.01% of portfolio
16,256
Q4 2024 Added 0.16%
$907M
$1.45 Million 0.01% of portfolio
49,984
Q4 2024 Added 0.04%
$71.4B
$2.19 Million 0.01% of portfolio
7,299
Q4 2024 Added 5.87%
$2.79B
$1.73 Million 0.01% of portfolio
38,065
Q4 2024 Reduced 5.38%
$12B
$2.37 Million 0.01% of portfolio
20,408
Q4 2024 Reduced 5.78%
$18.3B
$2.53 Million 0.01% of portfolio
6,869
Q4 2024 Added 74.47%
$50.1B
$2.31 Million 0.01% of portfolio
33,811
Q4 2024 Reduced 6.72%
$4.34B
$3.05 Million 0.01% of portfolio
44,028
Q4 2024 Reduced 64.0%
$926M
$1.81 Million 0.01% of portfolio
27,099
Q4 2024 Reduced 9.34%
$20.9B
$2.36 Million 0.01% of portfolio
12,926
Q4 2024 Added 82.85%
$17.6B
$1.75 Million 0.01% of portfolio
40,066
Q4 2024 Reduced 58.75%
$354M
$2.15 Million 0.01% of portfolio
233,029
Q4 2024 Added 26.0%
$6.93B
$2.29 Million 0.01% of portfolio
37,052
Q4 2024 Reduced 70.5%
$2.59B
$2.8 Million 0.01% of portfolio
26,224
Q4 2024 Reduced 2.4%
$0
$3.04 Million 0.01% of portfolio
45,922
Q4 2024 Reduced 78.61%
$42.9B
$2.32 Million 0.01% of portfolio
40,763
Q4 2024 Reduced 53.84%
$20.6B
$3.82 Million 0.01% of portfolio
149,387
Q4 2024 Reduced 0.37%
$437M
$3.41 Million 0.01% of portfolio
177,345
Q4 2024 Reduced 32.74%
$80.7B
$3.29 Million 0.01% of portfolio
9,602
Q4 2024 Added 145.89%
$10.2B
$2.51 Million 0.01% of portfolio
30,315
Q4 2024 New
$58.2B
$3.66 Million 0.01% of portfolio
113,429
Q4 2024 Reduced 0.54%
$39.7B
$3.06 Million 0.01% of portfolio
8,778
Q4 2024 Reduced 79.35%
$88.3B
$2.51 Million 0.01% of portfolio
55,812
Q4 2024 Reduced 73.95%
$22B
$2.21 Million 0.01% of portfolio
19,212
Q4 2024 Added 11.1%
$26.5B
$1.92 Million 0.01% of portfolio
24,747
Q4 2024 New
$24.5B
$1.63 Million 0.01% of portfolio
9,942
Q4 2024 Reduced 7.56%
$43.3B
$1.56 Million 0.01% of portfolio
8,821
Q4 2024 Reduced 84.64%
$0
$2.83 Million 0.01% of portfolio
68,405
Q4 2024 Added 56.43%
$0
$1.56 Million 0.01% of portfolio
45,049
Q4 2024 Reduced 13.15%
$93.8B
$2.32 Million 0.01% of portfolio
21,557
Q4 2024 Added 1.05%
$0
$2.77 Million 0.01% of portfolio
292,821
Q4 2024 Added 83.0%
$2.76B
$1.63 Million 0.01% of portfolio
12,951
Q4 2024 Added 33.23%
$2.62B
$3.49 Million 0.01% of portfolio
202,180
Q4 2024 Reduced 2.67%
$68B
$4.05 Million 0.01% of portfolio
17,305
Q4 2024 Reduced 9.87%
$44.2B
$3.06 Million 0.01% of portfolio
41,337
Q4 2024 Added 79.42%
$0
$2.76 Million 0.01% of portfolio
32,201
Q4 2024 Added 3.14%
$27.1B
$2.27 Million 0.01% of portfolio
8,900
Q4 2024 Added 22.44%
$72B
$1.45 Million 0.01% of portfolio
1,538
Q4 2024 Reduced 40.85%
$12.2B
$2.51 Million 0.01% of portfolio
37,668
Q4 2024 Reduced 38.64%
$12.6B
$1.49 Million 0.01% of portfolio
19,895
Q4 2024 Added 61.33%
$47B
$3.74 Million 0.01% of portfolio
99,311
Q4 2024 Added 66.2%
$48.2B
$1.69 Million 0.01% of portfolio
849
Q4 2024 New
$0
$1.78 Million 0.01% of portfolio
65,840
Q4 2024 Added 43.48%
$0
$2.61 Million 0.01% of portfolio
54,224
Q4 2024 Reduced 2.91%
$0
$3.63 Million 0.01% of portfolio
152,357
Q4 2024 Reduced 3.08%
$0
$1.67 Million 0.01% of portfolio
34,236
Q4 2024 Added 1.55%
$23.4B
$1.87 Million 0.01% of portfolio
44,208
Q4 2024 Reduced 83.72%

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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