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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37B
$5.07 Million 0.02% of portfolio
102,612
Q4 2024 Reduced 7.31%
$52.2B
$6.33 Million 0.02% of portfolio
45,161
Q4 2024 Reduced 1.22%
$124B
$4.56 Million 0.02% of portfolio
171,994
Q4 2024 Reduced 53.1%
$787B
$4.8 Million 0.02% of portfolio
24,297
Q4 2024 Added 4.53%
$39.6B
$5.21 Million 0.02% of portfolio
29,199
Q4 2024 Reduced 6.21%
$7B
$6.21 Million 0.02% of portfolio
77,557
Q4 2024 Added 0.21%
$0
$6.78 Million 0.02% of portfolio
213,843
Q4 2024 Reduced 5.42%
$47.6B
$6.95 Million 0.02% of portfolio
160,306
Q4 2024 Reduced 6.01%
$126B
$6.8 Million 0.02% of portfolio
16,890
Q4 2024 Reduced 53.19%
$2.7B
$4.3 Million 0.02% of portfolio
263,767
Q4 2024 Added 1,636.22%
$19.9B
$5.81 Million 0.02% of portfolio
50,056
Q4 2024 Added 110.68%
$6.2B
$1.73 Million 0.01% of portfolio
20,126
Q4 2024 Reduced 76.32%
$11.6B
$1.84 Million 0.01% of portfolio
93,627
Q4 2024 Reduced 9.2%
$4.2B
$2.93 Million 0.01% of portfolio
77,638
Q4 2024 Reduced 2.23%
$12.7B
$1.44 Million 0.01% of portfolio
14,736
Q4 2024 Reduced 82.66%
$13.4B
$1.74 Million 0.01% of portfolio
8,332
Q4 2024 Reduced 56.01%
$21.9B
$3.7 Million 0.01% of portfolio
33,452
Q4 2024 Reduced 89.14%
$53.1B
$1.97 Million 0.01% of portfolio
8,029
Q4 2024 Reduced 70.9%
$1.26B
$1.44 Million 0.01% of portfolio
31,798
Q4 2024 Reduced 83.54%
$14B
$2.2 Million 0.01% of portfolio
25,694
Q4 2024 Reduced 31.4%
$0
$4.25 Million 0.01% of portfolio
513,309
Q4 2024 Added 56.82%
$0
$3.93 Million 0.01% of portfolio
239,493
Q4 2024 Reduced 30.12%
$0
$2.02 Million 0.01% of portfolio
125,333
Q4 2024 Reduced 2.05%
$0
$2.48 Million 0.01% of portfolio
285,051
Q4 2024 Reduced 17.3%
$96.5B
$2.79 Million 0.01% of portfolio
15,736
Q4 2024 Reduced 26.65%
$6.19B
$4.21 Million 0.01% of portfolio
132,388
Q4 2024 Reduced 5.91%
$136B
$1.76 Million 0.01% of portfolio
19,691
Q4 2024 Added 0.91%
$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%
$67.6B
$2.36 Million 0.01% of portfolio
10,498
Q4 2024 Reduced 20.34%
$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

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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