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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Philip Morris International Inc.

PM|718172109

1207724(-77.8%)

Value:

$191.7B(-70.8%)

922908744

VTV|922908744

1080313(-5.9%)

Value:

$186.6B(-4.0%)

ADVANCED MICRO DEVICES INC

AMD|007903107

1791972(-40.6%)

Value:

$184.1B(-49.5%)

464287598

IWD|464287598

941235(+9.5%)

Value:

$177.1B(+11.3%)

Alphabet Inc.

GOOG|02079K107

1128715(-78.3%)

Value:

$176.3B(-82.2%)

LAM RESEARCH CORP

LRCX|512807306

2378223(+3818.4%)

Value:

$172.9B(+3843.9%)

BECTON DICKINSON & CO

BDX|075887109

746259(-78.2%)

Value:

$170.9B(-77.9%)

Arthur J. Gallagher & Co.

AJG|363576109

488468(-1.7%)

Value:

$168.6B(+19.5%)

Apollo Global Management, Inc.

APO|03769M106

1174713(+10.0%)

Value:

$160.9B(-8.8%)

FISERV INC

FI|337738108

686312(-75.5%)

Value:

$151.6B(-73.7%)

Parker-Hannifin Corp

PH|701094104

234805(+1.7%)

Value:

$142.7B(-2.8%)

JACOBS SOLUTIONS INC.

J|46982L108

1178267(-74.6%)

Value:

$142.4B(-77.0%)

808524300

SCHG|808524300

5487959(-6.0%)

Value:

$137.4B(-15.6%)

ABBOTT LABORATORIES

ABT|002824100

1030029(+6.1%)

Value:

$136.6B(+24.4%)

Merck & Co., Inc.

MRK|58933Y105

1507906(+21.1%)

Value:

$135.3B(+9.2%)

464287440

IEF|464287440

1370911(+4.9%)

Value:

$130.7B(+8.2%)

Aon plc

AON|G0403H108

327323(+1934.7%)

Value:

$130.6B(+2161.0%)

JPMORGAN CHASE & CO

JPM|46625H100

532446(-66.2%)

Value:

$130.6B(-65.4%)

RTX Corp

RTX|75513E101

984189(+27.3%)

Value:

$130.4B(+45.7%)

GXO Logistics, Inc.

GXO|36262G101

3330176(+27.0%)

Value:

$130.1B(+14.1%)

Instrument	Shares		Other Manager	Value
Philip Morris International Inc.(PMcusip718172109)	1.2M	QoQ -77.85% (-4.2M) YoY -19.51% (-292.9K)	All Managers (Combined)	$191.7M	QoQ -70.79% (-$464.6M) YoY +39.43% (-$54.2M)
(VTVcusip922908744)	1.1M	QoQ -5.86% (-67.3K) YoY +8220.98% (+1.1M)	All Managers (Combined)	$186.6M	QoQ -3.95% (-$7.7M) YoY +8726.15% (+$184.5M)
Advanced Micro Devices Inc(AMDcusip007903107)	1.8M	QoQ -40.60% (-1.2M) YoY +33704.41% (+1.8M)	All Managers (Combined)	$184.1M	QoQ -49.48% (-$180.4M) YoY +19142.41% (+$183.2M)
(IWDcusip464287598)	941.2K	QoQ +9.47% (+81.5K) YoY +332.87% (+723.8K)	All Managers (Combined)	$177.1M	QoQ +11.27% (+$17.9M) YoY +354.74% (+$138.2M)
Alphabet Inc.(GOOGcusip02079K107)	1.1M	QoQ -78.27% (-4.1M) YoY +1.38% (+15.5K)	All Managers (Combined)	$176.3M	QoQ -82.17% (-$813.1M) YoY +4.03% (+$6.8M)
Lam Research Corp(LRCXcusip512807306)	2.4M	QoQ +3818.44% (+2.3M) YoY NEW(+2.4M)	All Managers (Combined)	$172.9M	QoQ +3843.87% (+$168.5M) YoY NEW(+$172.9M)
Becton Dickinson & Co(BDXcusip075887109)	746.3K	QoQ -78.15% (-2.7M) YoY +14.04% (+91.9K)	All Managers (Combined)	$170.9M	QoQ -77.94% (-$604.2M) YoY +5.56% (+$9.0M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	488.5K	QoQ -1.72% (-8.6K) YoY NEW(+488.5K)	All Managers (Combined)	$168.6M	QoQ +19.53% (-$27.6M) YoY NEW(+$168.6M)
Apollo Global Management, Inc.(APOcusip03769M106)	1.2M	QoQ +10.02% (-107.1K) YoY NEW(+1.2M)	All Managers (Combined)	$160.9M	QoQ -8.77% (-$15.5M) YoY NEW(+$160.9M)
Fiserv Inc(FIcusip337738108)	686.3K	QoQ -75.54% (-2.1M) YoY +1186.65% (+633.0K)	All Managers (Combined)	$151.6M	QoQ -73.71% (-$425.0M) YoY +1677.81% (+$143.0M)
Parker-Hannifin Corp(PHcusip701094104)	234.8K	QoQ +1.69% (-3.9K) YoY +1580.17% (+220.8K)	All Managers (Combined)	$142.7M	QoQ -2.80% (-$4.1M) YoY +1737.52% (+$135.0M)
Jacobs Solutions Inc.(Jcusip46982L108)	1.2M	QoQ -74.59% (-3.5M) YoY +18.85% (-186.9K)	All Managers (Combined)	$142.4M	QoQ -77.01% (-$477.2M) YoY -6.53% (-$10.0M)
(SCHGcusip808524300)	5.5M	QoQ -6.04% (-352.9K) YoY +81347.89% (+5.5M)	All Managers (Combined)	$137.4M	QoQ -15.58% (-$25.4M) YoY +21894.48% (+$136.8M)
Abbott Laboratories(ABTcusip002824100)	1.0M	QoQ +6.11% (+59.3K) YoY +554.03% (+872.5K)	All Managers (Combined)	$136.6M	QoQ +24.44% (+$26.8M) YoY +663.31% (+$118.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	1.5M	QoQ +21.07% (+262.5K) YoY +1133.98% (+1.4M)	All Managers (Combined)	$135.3M	QoQ +9.24% (+$11.5M) YoY +739.43% (+$119.2M)
(IEFcusip464287440)	1.4M	QoQ +4.93% (+64.5K) YoY +6114.18% (+1.3M)	All Managers (Combined)	$130.7M	QoQ +8.24% (+$10.0M) YoY +6160.67% (+$128.7M)
Aon Plc(AONcusipG0403H108)	327.3K	QoQ +1934.70% (+311.2K) YoY -0.51% (-1.7K)	All Managers (Combined)	$130.6M	QoQ +2161.04% (+$124.9M) YoY +18.96% (-$20.8M)
Jpmorgan Chase & Co(JPMcusip46625H100)	532.4K	QoQ -66.17% (-1.0M) YoY -37.27% (-316.4K)	All Managers (Combined)	$130.6M	QoQ -65.38% (-$246.7M) YoY -23.18% (-$39.4M)
Rtx Corp(RTXcusip75513E101)	984.2K	QoQ +27.26% (+210.8K) YoY +5496.75% (+966.6K)	All Managers (Combined)	$130.4M	QoQ +45.67% (+$40.9M) YoY +7501.12% (+$128.7M)
Gxo Logistics, Inc.(GXOcusip36262G101)	3.3M	QoQ +27.03% (+708.7K) YoY +10983.59% (+3.3M)	All Managers (Combined)	$130.1M	QoQ +14.12% (+$16.1M) YoY +7957.04% (+$128.5M)