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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$385 Million 1.34% of portfolio
656,115
Q4 2024 Reduced 10.39%
$0
$319 Million 1.11% of portfolio
542,382
Q4 2024 Added 23.35%
$0
$259 Million 0.9% of portfolio
643,904
Q4 2024 Reduced 0.18%
$0
$251 Million 0.87% of portfolio
4,940,690
Q4 2024 Added 23.25%
$0
$198 Million 0.69% of portfolio
683,592
Q4 2024 Reduced 17.92%
$0
$194 Million 0.68% of portfolio
1,147,624
Q4 2024 Added 1.22%
$0
$163 Million 0.57% of portfolio
5,840,821
Q4 2024 Added 81,532.72%
$0
$159 Million 0.56% of portfolio
859,746
Q4 2024 Added 4.19%
$0
$128 Million 0.45% of portfolio
1,905,573
Q4 2024 Reduced 8.98%
$0
$121 Million 0.42% of portfolio
1,306,444
Q4 2024 Added 13.93%
$0
$113 Million 0.39% of portfolio
589,748
Q4 2024 Reduced 3.86%
$0
$111 Million 0.39% of portfolio
2,207,836
Q4 2024 Added 31.15%
$0
$106 Million 0.37% of portfolio
923,864
Q4 2024 Added 6.5%
$0
$107 Million 0.37% of portfolio
1,317,212
Q4 2024 Reduced -0.0%
$0
$99.5 Million 0.35% of portfolio
373,872
Q4 2024 Reduced 0.47%
$0
$96.4 Million 0.34% of portfolio
1,864,372
Q4 2024 Reduced 2.33%
$0
$86.5 Million 0.3% of portfolio
1,808,176
Q4 2024 Reduced -0.0%
$0
$79.9 Million 0.28% of portfolio
1,807,905
Q4 2024 Added 6.9%
$0
$81.4 Million 0.28% of portfolio
151,140
Q4 2024 Reduced 2.97%
$0
$76.9 Million 0.27% of portfolio
1,325,109
Q4 2024 Added 16.36%
$0
$73.2 Million 0.26% of portfolio
798,933
Q4 2024 Reduced 2.21%
$0
$72.5 Million 0.25% of portfolio
413,758
Q4 2024 Added 7.05%
$0
$64.5 Million 0.23% of portfolio
917,696
Q4 2024 Added 9.83%
$0
$66.5 Million 0.23% of portfolio
162,124
Q4 2024 Added 2.33%
$0
$61.1 Million 0.21% of portfolio
189,607
Q4 2024 Reduced 2.24%
$0
$56.7 Million 0.2% of portfolio
318,530
Q4 2024 Reduced 0.14%
$0
$58.1 Million 0.2% of portfolio
571,995
Q4 2024 Reduced 1.62%
$0
$56.6 Million 0.2% of portfolio
1,099,229
Q4 2024 Added 6.07%
$0
$53.6 Million 0.19% of portfolio
555,078
Q4 2024 Added 2.47%
$0
$53.8 Million 0.19% of portfolio
1,332,951
Q4 2024 Reduced 3.53%
$0
$54.3 Million 0.19% of portfolio
245,788
Q4 2024 Reduced 1.08%
$0
$52.3 Million 0.18% of portfolio
898,163
Q4 2024 Reduced -0.0%
$0
$48.8 Million 0.17% of portfolio
1,376,417
Q4 2024 Added 9.43%
$0
$45.3 Million 0.16% of portfolio
451,748
Q4 2024 Added 40.14%
$0
$41.5 Million 0.15% of portfolio
774,510
Q4 2024 Reduced 0.74%
$0
$42 Million 0.15% of portfolio
363,462
Q4 2024 Reduced 26.98%
$0
$42.5 Million 0.15% of portfolio
562,723
Q4 2024 Reduced 12.06%
$0
$44 Million 0.15% of portfolio
2,377,544
Q4 2024 Added 12,383.17%
$0
$40.9 Million 0.14% of portfolio
656,514
Q4 2024 Added 8.77%
$0
$35.9 Million 0.13% of portfolio
1,562,827
Q4 2024 Added 6.02%
$0
$33.2 Million 0.12% of portfolio
179,336
Q4 2024 Added 21.96%
$0
$33.4 Million 0.12% of portfolio
65,304
Q4 2024 Added 31.9%
$54B
$33.7 Million 0.12% of portfolio
681,649
Q4 2024 Added 1.31%
$0
$33.4 Million 0.12% of portfolio
777,724
Q4 2024 New
$0
$32.6 Million 0.11% of portfolio
804,336
Q4 2024 Added 16.84%
$0
$28.7 Million 0.1% of portfolio
563,239
Q4 2024 Reduced 3.38%
$0
$27 Million 0.09% of portfolio
583,989
Q4 2024 Added 0.26%
$0
$24.6 Million 0.09% of portfolio
299,685
Q4 2024 Reduced 13.45%
$0
$26.9 Million 0.09% of portfolio
294,018
Q4 2024 Reduced 5.65%

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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email