Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-19
Total Holdings
1,231
Total Value
19518982788
Accession Number
0001665198-25-000006
Form Type
13F-HR/A
CIK
0001665198
Manager Name
Kovitz Investment Group Partners, LLC
Data Enrichment
76% identified
937 identified294 unidentified

Holdings

1,231 positions
Manager:
SEC
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Page 1 of 62
92046L353
92046L353
Shares:
45793424(+2732.7%)
Value:
$1.1T(+2664.5%)
Apple Inc.
AAPL|037833100
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2482072(+5553.9%)
Value:
$551.3B(+240114.6%)
MICROSOFT CORP
MSFT|594918104
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1448756(+47.1%)
Value:
$543.8B(+31.0%)
AMAZON COM INC
AMZN|023135106
Shares:
2180635(-59.3%)
Value:
$414.9B(-64.7%)
47103U845
47103U845
Shares:
6490636(+31.4%)
Value:
$329.1B(+31.4%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
631342(-30.1%)
Value:
$314.2B(-33.1%)
Alphabet Inc.
GOOGL|02079K305
Shares:
1932813(+32.2%)
Value:
$298.9B(+8.0%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
1497132(-67.1%)
Value:
$258.3B(-61.9%)
922908769
VTI|922908769
Shares:
902865(+32.1%)
Value:
$248.1B(+25.3%)
464287200
IVV|464287200
Shares:
438402(-19.2%)
Value:
$246.3B(-22.8%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
1623293(-65.1%)
Value:
$243.1B(-67.5%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
433452(-67.7%)
Value:
$230.8B(-62.1%)
464287614
IWF|464287614
Shares:
635881(-1.2%)
Value:
$229.6B(-11.2%)
Meta Platforms, Inc.
META|30303M102
Shares:
397416(-76.8%)
Value:
$229.1B(-77.1%)
LOWES COMPANIES INC
LOW|548661107
Shares:
971018(-59.1%)
Value:
$226.5B(-61.3%)
NVIDIA CORP
NVDA|67066G104
Shares:
2031263(+14409.0%)
Value:
$220.1B(+262958.4%)
VISA INC.
V|92826C839
Shares:
620160(-73.7%)
Value:
$217.3B(-70.9%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
2681809(-75.6%)
Value:
$209.9B(-74.2%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
380359(+13.0%)
Value:
$199.2B(+17.0%)
Broadcom Inc.
AVGO|11135F101
Shares:
1160478(-1.6%)
Value:
$194.3B(-28.9%)