Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,231 positions • $19,518,982.788K total value

1,231 positions

Manager:

SEC FilingSEC DataHachi Filing

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46435G268

216691(+3.8%)

Value:

$13.6B(-4.6%)

78468R101

460755(+5.2%)

Value:

$13.5B(+6.0%)

CUMMINS INC

CMI|231021106

42457(+383.7%)

Value:

$13.3B(+334.9%)

97717W281

273414(+2.6%)

Value:

$13.2B(+1.3%)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

655363(-6.0%)

Value:

$13.1B(+10.1%)

Palantir Technologies Inc.

PLTR|69608A108

150615(+43.8%)

Value:

$12.7B(+60.4%)

922908611

VBR|922908611

66643(+7.8%)

Value:

$12.4B(+1.3%)

464289511

244998(-39.0%)

Value:

$12.3B(-37.9%)

46429B697

USMV|46429B697

130584(-10.8%)

Value:

$12.2B(-5.9%)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

240912(-1.9%)

Value:

$12.1B(-18.3%)

922908751

VB|922908751

54323(+204.7%)

Value:

$12.0B(+181.2%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

39321(+124.3%)

Value:

$12.0B(+134.1%)

AT&T INC.

T|00206R102

420531(-27.9%)

Value:

$11.9B(-10.4%)

LINDE PLC

LIN|G54950103

25393(+74.5%)

Value:

$11.8B(+94.1%)

46434G822

EWJ|46434G822

172035(-3.7%)

Value:

$11.8B(-1.6%)

PGIM Short Duration High Yield Opportunities Fund

SDHY|69355J104

715661(+13.5%)

Value:

$11.8B(+16.1%)

45782C417

329192(+50.2%)

Value:

$11.8B(+46.2%)

3M CO

MMM|88579Y101

79571(+4.8%)

Value:

$11.7B(+19.2%)

TRUIST FINANCIAL CORP

TFC|89832Q109

281505(+75.6%)

Value:

$11.6B(+66.6%)

ANALOG DEVICES INC

ADI|032654105

57170(-96.4%)

Value:

$11.5B(-96.6%)

Instrument	Shares		Other Manager	Value
(cusip46435G268)✕	216.7K	QoQ +3.75% (-7.8K) YoY NEW(+216.7K)	All Managers (Combined)	$13.6M	QoQ -4.57% (-$650.1K) YoY NEW(+$13.6M)
(cusip78468R101)✕	460.8K	QoQ +5.15% (+22.6K) YoY -6.15% (-30.2K)	All Managers (Combined)	$13.5M	QoQ +5.98% (+$761.2K) YoY -5.12% (-$727.0K)
Cummins Inc(CMIcusip231021106)	42.5K	QoQ +383.67% (+33.7K) YoY +13.61% (+5.1K)	All Managers (Combined)	$13.3M	QoQ +334.87% (+$10.2M) YoY +20.85% (+$2.3M)
(cusip97717W281)✕	273.4K	QoQ +2.56% (+6.8K) YoY NEW(+273.4K)	All Managers (Combined)	$13.2M	QoQ +1.28% (+$167.5K) YoY NEW(+$13.2M)
Plains All American Pipeline Lp(PAAcusip726503105)	655.4K	QoQ -6.00% (-41.9K) YoY NEW(+655.4K)	All Managers (Combined)	$13.1M	QoQ +10.05% (-$1.2M) YoY NEW(+$13.1M)
Palantir Technologies Inc.(PLTRcusip69608A108)	150.6K	QoQ +43.75% (+45.8K) YoY +165.91% (+94.0K)	All Managers (Combined)	$12.7M	QoQ +60.41% (+$4.8M) YoY +875.37% (+$11.4M)
(VBRcusip922908611)	66.6K	QoQ +7.78% (+4.8K) YoY +2364.60% (+63.9K)	All Managers (Combined)	$12.4M	QoQ +1.32% (+$162.1K) YoY +2292.49% (+$11.9M)
(cusip464289511)✕	245.0K	QoQ -38.95% (-156.3K) YoY NEW(+245.0K)	All Managers (Combined)	$12.3M	QoQ -37.92% (-$7.5M) YoY NEW(+$12.3M)
(USMVcusip46429B697)	130.6K	QoQ -10.77% (-15.8K) YoY -61.20% (-206.0K)	All Managers (Combined)	$12.2M	QoQ -5.88% (-$764.5K) YoY -56.52% (-$15.9M)
Chipotle Mexican Grill Inc(CMGcusip169656105)	240.9K	QoQ -1.91% (-4.7K) YoY NEW(+240.9K)	All Managers (Combined)	$12.1M	QoQ -18.32% (-$2.7M) YoY NEW(+$12.1M)
(VBcusip922908751)	54.3K	QoQ +204.74% (+36.5K) YoY +80.35% (+24.2K)	All Managers (Combined)	$12.0M	QoQ +181.22% (+$7.8M) YoY +74.96% (+$5.2M)
Automatic Data Processing Inc(ADPcusip053015103)	39.3K	QoQ +124.31% (+21.8K) YoY +66.66% (+15.7K)	All Managers (Combined)	$12.0M	QoQ +134.11% (+$6.9M) YoY +103.89% (+$6.1M)
At&T Inc.(Tcusip00206R102)	420.5K	QoQ -27.85% (-162.4K) YoY +2993.04% (+406.9K)	All Managers (Combined)	$11.9M	QoQ -10.40% (-$1.4M) YoY +4869.99% (+$11.7M)
Linde Plc(LINcusipG54950103)	25.4K	QoQ +74.53% (+10.8K) YoY +28.04% (+5.6K)	All Managers (Combined)	$11.8M	QoQ +94.12% (+$5.7M) YoY +28.41% (+$2.6M)
(EWJcusip46434G822)	172.0K	QoQ -3.69% (-6.6K) YoY NEW(+172.0K)	All Managers (Combined)	$11.8M	QoQ -1.60% (-$191.8K) YoY NEW(+$11.8M)
Pgim Short Duration High Yield Opportunities Fund(SDHYcusip69355J104)	715.7K	QoQ +13.54% (+85.4K) YoY NEW(+715.7K)	All Managers (Combined)	$11.8M	QoQ +16.07% (+$1.6M) YoY NEW(+$11.8M)
(cusip45782C417)✕	329.2K	QoQ +50.23% (+110.1K) YoY NEW(+329.2K)	All Managers (Combined)	$11.8M	QoQ +46.23% (+$3.7M) YoY NEW(+$11.8M)
3m Co(MMMcusip88579Y101)	79.6K	QoQ +4.77% (+3.6K) YoY +494.12% (+66.2K)	All Managers (Combined)	$11.7M	QoQ +19.19% (+$1.9M) YoY +722.85% (+$10.3M)
Truist Financial Corp(TFCcusip89832Q109)	281.5K	QoQ +75.60% (+121.2K) YoY +79.26% (+124.5K)	All Managers (Combined)	$11.6M	QoQ +66.57% (+$4.6M) YoY +89.24% (+$5.5M)
Analog Devices Inc(ADIcusip032654105)	57.2K	QoQ -96.38% (-1.5M) YoY -90.63% (-553.5K)	All Managers (Combined)	$11.5M	QoQ -96.56% (-$324.4M) YoY -90.45% (-$109.3M)