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
$3.96 Million 0.01% of portfolio
160,638
Q4 2024 Reduced 0.75%
$0
$1.44 Million 0.01% of portfolio
99,247
Q4 2024 Reduced 15.5%
$0
$3.82 Million 0.01% of portfolio
368,867
Q4 2024 Added 3.27%
$38B
$1.92 Million 0.01% of portfolio
193,927
Q4 2024 Reduced 5.0%
$75.8B
$2.64 Million 0.01% of portfolio
27,975
Q4 2024 Reduced 11.98%
$47B
$2.11 Million 0.01% of portfolio
55,494
Q4 2024 Added 14.89%
$199B
$3.11 Million 0.01% of portfolio
18,619
Q4 2024 Reduced 5.19%
$16.1B
$3.3 Million 0.01% of portfolio
28,292
Q4 2024 Reduced 21.49%
$131B
$3.36 Million 0.01% of portfolio
36,342
Q4 2024 Reduced 62.73%
$19.3B
$3.15 Million 0.01% of portfolio
28,094
Q4 2024 New
$0
$2.35 Million 0.01% of portfolio
157,875
Q4 2024 Added 127.42%
$20.5B
$3.53 Million 0.01% of portfolio
129,738
Q4 2024 Reduced 45.75%
$37.5B
$1.67 Million 0.01% of portfolio
15,226
Q4 2024 Added 27.19%
$96.2B
$4.22 Million 0.01% of portfolio
14,047
Q4 2024 Reduced 19.99%
$13.3B
$2.45 Million 0.01% of portfolio
10,300
Q4 2024 Reduced 5.81%
$40.4B
$1.45 Million 0.01% of portfolio
10,931
Q4 2024 Added 3.78%
$19.5B
$2.15 Million 0.01% of portfolio
100,765
Q4 2024 Reduced 63.6%
$4.39B
$2.44 Million 0.01% of portfolio
38,991
Q4 2024 Reduced 3.59%
$24.6B
$3.85 Million 0.01% of portfolio
118,081
Q4 2024 Added 6.46%
$33.5B
$1.99 Million 0.01% of portfolio
7,845
Q4 2024 Added 87.72%
$0
$3.65 Million 0.01% of portfolio
153,728
Q4 2024 Reduced 1.85%
$17.1B
$3.14 Million 0.01% of portfolio
12,033
Q4 2024 Reduced 20.11%
$77.7B
$3.55 Million 0.01% of portfolio
176,871
Q4 2024 Reduced 71.06%
$16.5B
$1.92 Million 0.01% of portfolio
35,609
Q4 2024 Reduced 69.17%
$0
$1.91 Million 0.01% of portfolio
71,393
Q4 2024 Reduced 4.94%
$171B
$4.06 Million 0.01% of portfolio
7,775
Q4 2024 Added 4.35%
$0
$3.54 Million 0.01% of portfolio
94,971
Q4 2024 New
$307M
$1.86 Million 0.01% of portfolio
189,245
Q4 2024 Added 72.27%
$0
$1.69 Million 0.01% of portfolio
74,167
Q4 2024 Reduced 4.25%
$0
$4.3 Million 0.01% of portfolio
40,214
Q4 2024 Reduced 32.06%
$0
$3.02 Million 0.01% of portfolio
28,673
Q4 2024 Reduced 8.73%
$0
$1.8 Million 0.01% of portfolio
13,885
Q4 2024 Reduced 33.33%
$0
$2.17 Million 0.01% of portfolio
16,033
Q4 2024 Reduced 4.15%
$0
$2.07 Million 0.01% of portfolio
16,600
Q4 2024 Added 44.01%
$0
$3.25 Million 0.01% of portfolio
27,691
Q4 2024 Reduced 68.97%
$0
$2.2 Million 0.01% of portfolio
35,940
Q4 2024 Added 110.22%
$0
$3.77 Million 0.01% of portfolio
41,457
Q4 2024 Added 4.81%
$0
$2.22 Million 0.01% of portfolio
42,364
Q4 2024 Reduced 3.77%
$0
$2.32 Million 0.01% of portfolio
55,584
Q4 2024 Reduced 0.8%
$0
$3.88 Million 0.01% of portfolio
74,466
Q4 2024 Reduced 8.15%
$0
$3.39 Million 0.01% of portfolio
72,046
Q4 2024 New
$0
$1.53 Million 0.01% of portfolio
27,654
Q4 2024 Reduced 2.35%
$52.9B
$1.82 Million 0.01% of portfolio
23,102
Q4 2024 Added 4.88%
$89.9B
$2.01 Million 0.01% of portfolio
3,196
Q4 2024 Reduced 30.42%
$51B
$3.71 Million 0.01% of portfolio
60,662
Q4 2024 Reduced 69.21%
$26.7B
$1.91 Million 0.01% of portfolio
14,003
Q4 2024 Reduced 2.26%
$0
$1.99 Million 0.01% of portfolio
77,468
Q4 2024 Reduced 71.04%
$24.4B
$1.82 Million 0.01% of portfolio
5,581
Q4 2024 Reduced 1.2%
$30.8B
$1.64 Million 0.01% of portfolio
3,168
Q4 2024 Reduced 75.39%

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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