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
$865M
$3.29 Million 0.02% of portfolio
223,447
Q1 2025 New
$17.9B
$3.85 Million 0.02% of portfolio
11,956
Q1 2025 Added 1,993.87%
$102B
$3.7 Million 0.02% of portfolio
18,348
Q1 2025 Added 74.78%
$20.6B
$4.1 Million 0.02% of portfolio
141,913
Q1 2025 Reduced 5.0%
$415M
$3.47 Million 0.02% of portfolio
202,873
Q1 2025 Added 14.39%
$43.3B
$3.15 Million 0.02% of portfolio
30,264
Q1 2025 Added 229.92%
$68.6B
$3.21 Million 0.02% of portfolio
108,939
Q1 2025 Reduced 3.96%
$10.2B
$3.74 Million 0.02% of portfolio
18,553
Q1 2025 New
$0
$2.73 Million 0.02% of portfolio
64,940
Q1 2025 Reduced 5.07%
$0
$3.66 Million 0.02% of portfolio
111,017
Q1 2025 Added 146.44%
$77B
$4.38 Million 0.02% of portfolio
23,942
Q1 2025 New
$89.6B
$2.86 Million 0.02% of portfolio
23,468
Q1 2025 Added 8.86%
$0
$2.74 Million 0.02% of portfolio
291,663
Q1 2025 Reduced 0.4%
$2.69B
$3.36 Million 0.02% of portfolio
205,157
Q1 2025 Added 1.47%
$76.8B
$4.23 Million 0.02% of portfolio
16,699
Q1 2025 Reduced 3.5%
$46.9B
$3.63 Million 0.02% of portfolio
50,099
Q1 2025 Added 21.2%
$11.7B
$3.72 Million 0.02% of portfolio
55,705
Q1 2025 Added 47.88%
$16.2B
$4.31 Million 0.02% of portfolio
9,485
Q1 2025 Added 1.05%
$0
$3.01 Million 0.02% of portfolio
58,810
Q1 2025 Reduced 40.06%
$0
$3.8 Million 0.02% of portfolio
153,622
Q1 2025 Reduced 4.37%
$0
$3.38 Million 0.02% of portfolio
333,112
Q1 2025 Reduced 9.69%
$60.3B
$2.86 Million 0.02% of portfolio
75,537
Q1 2025 Added 36.12%
$1.57B
$3.48 Million 0.02% of portfolio
112,882
Q1 2025 Added 184.72%
$17.9B
$4.02 Million 0.02% of portfolio
33,710
Q1 2025 Added 19.15%
$22.4B
$2.78 Million 0.02% of portfolio
28,378
Q1 2025 Added 1.01%
$3.33B
$3.68 Million 0.02% of portfolio
398,453
Q1 2025 New
$0
$2.95 Million 0.02% of portfolio
195,786
Q1 2025 Added 24.01%
$39.7B
$3.32 Million 0.02% of portfolio
26,808
Q1 2025 Added 76.07%
$16.3B
$2.84 Million 0.02% of portfolio
10,630
Q1 2025 Added 3.2%
$26.4B
$3.31 Million 0.02% of portfolio
119,683
Q1 2025 Added 1.36%
$27.9B
$3.53 Million 0.02% of portfolio
6,185
Q1 2025 Reduced 14.34%
$20.7B
$3.15 Million 0.02% of portfolio
11,994
Q1 2025 Reduced 0.32%
$187B
$3.89 Million 0.02% of portfolio
7,847
Q1 2025 Added 0.93%
$0
$2.82 Million 0.02% of portfolio
50,589
Q1 2025 New
$0
$3.37 Million 0.02% of portfolio
71,627
Q1 2025 Reduced 0.58%
$0
$4.42 Million 0.02% of portfolio
142,400
Q1 2025 Added 447.04%
$0
$2.77 Million 0.02% of portfolio
22,028
Q1 2025 Added 58.65%
$0
$3.42 Million 0.02% of portfolio
144,080
Q1 2025 Reduced 6.28%
$0
$3.13 Million 0.02% of portfolio
33,938
Q1 2025 Added 172.66%
$0
$3.5 Million 0.02% of portfolio
42,062
Q1 2025 Added 1.46%
$0
$4.26 Million 0.02% of portfolio
76,834
Q1 2025 Added 3.18%
$15.3B
$3.75 Million 0.02% of portfolio
234,316
Q1 2025 Added 486.22%
$121B
$3.1 Million 0.02% of portfolio
4,567
Q1 2025 Added 42.9%
$1.98B
$3.28 Million 0.02% of portfolio
99,482
Q1 2025 Added 365.96%
$5.6B
$3.76 Million 0.02% of portfolio
60,386
Q1 2025 New
$10.5B
$3.78 Million 0.02% of portfolio
62,028
Q1 2025 Added 151.92%
$11.8B
$4.29 Million 0.02% of portfolio
158,841
Q1 2025 Added 295.14%
$51.2B
$4.1 Million 0.02% of portfolio
76,535
Q1 2025 Reduced 24.94%
$0
$2.88 Million 0.02% of portfolio
320,210
Q1 2025 Reduced 1.11%

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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