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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464287499

IWR|464287499

53424(-5.3%)

Value:

$4.5B(-8.9%)

BOEING CO

BA|097023105

26612(+69.1%)

Value:

$4.5B(+63.0%)

92206C664

VTWO|92206C664

55993(+18.2%)

Value:

$4.5B(+6.7%)

STRYKER CORP

SYK|863667101

11948(+47.9%)

Value:

$4.4B(+52.9%)

464288448

142400(+447.0%)

Value:

$4.4B(+519.8%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

6929(+80.5%)

Value:

$4.4B(+60.7%)

DoorDash, Inc.

DASH|25809K105

23942

Value:

$4.4B

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

301196(+0.2%)

Value:

$4.3B(+11.7%)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

9485(+1.1%)

Value:

$4.3B(-4.3%)

MOSAIC CO

MOS|61945C103

158841(+295.1%)

Value:

$4.3B(+334.2%)

ELECTRONIC ARTS INC.

EA|285512109

29596(+519.2%)

Value:

$4.3B(+511.6%)

464288240

76834(+3.2%)

Value:

$4.3B(+9.7%)

ECOLAB INC.

ECL|278865100

16699(-3.5%)

Value:

$4.2B(+4.4%)

Phillips 66

PSX|718546104

33927(+13.4%)

Value:

$4.2B(+22.9%)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

101792(+154.1%)

Value:

$4.2B(+137.9%)

92189F643

46997(+797.6%)

Value:

$4.1B(+751.9%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

8469(-49.9%)

Value:

$4.1B(-39.6%)

Coterra Energy Inc.

CTRA|127097103

141913(-5.0%)

Value:

$4.1B(+7.5%)

MPLX LP

MPLX|55336V100

76535(-24.9%)

Value:

$4.1B(-16.1%)

UNITED PARCEL SERVICE INC

UPS|911312106

37076(+72.9%)

Value:

$4.1B(+50.8%)

Instrument	Shares		Other Manager	Value
(IWRcusip464287499)	53.4K	QoQ -5.34% (-3.0K) YoY +62.99% (+20.6K)	All Managers (Combined)	$4.5M	QoQ -8.90% (-$444.5K) YoY +64.89% (+$1.8M)
Boeing Co(BAcusip097023105)	26.6K	QoQ +69.11% (+10.9K) YoY +294.01% (+19.9K)	All Managers (Combined)	$4.5M	QoQ +62.95% (+$1.8M) YoY +248.18% (+$3.2M)
(VTWOcusip92206C664)	56.0K	QoQ +18.20% (+8.6K) YoY +171.92% (+35.4K)	All Managers (Combined)	$4.5M	QoQ +6.71% (+$284.1K) YoY +157.82% (+$2.8M)
Stryker Corp(SYKcusip863667101)	11.9K	QoQ +47.92% (+3.9K) YoY +113.81% (+6.4K)	All Managers (Combined)	$4.4M	QoQ +52.94% (+$1.5M) YoY +122.41% (+$2.4M)
(cusip464288448)✕	142.4K	QoQ +447.04% (+116.4K) YoY NEW(+142.4K)	All Managers (Combined)	$4.4M	QoQ +519.77% (+$3.7M) YoY NEW(+$4.4M)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	6.9K	QoQ +80.48% (+3.1K) YoY +597.78% (+5.9K)	All Managers (Combined)	$4.4M	QoQ +60.69% (+$1.7M) YoY +359.81% (+$3.4M)
Doordash, Inc.(DASHcusip25809K105)	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$4.4M	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
Petrobras - Petroleo Brasileiro Sa(PBRcusip71654V408)	301.2K	QoQ +0.17% (+516) YoY NEW(+301.2K)	All Managers (Combined)	$4.3M	QoQ +11.69% (+$452.4K) YoY NEW(+$4.3M)
Factset Research Systems Inc(FDScusip303075105)	9.5K	QoQ +1.05% (-99) YoY NEW(+9.5K)	All Managers (Combined)	$4.3M	QoQ -4.34% (-$195.7K) YoY NEW(+$4.3M)
Mosaic Co(MOScusip61945C103)	158.8K	QoQ +295.13% (+118.6K) YoY +19.86% (-26.3K)	All Managers (Combined)	$4.3M	QoQ +334.19% (+$3.3M) YoY -0.26% (-$11.3K)
Electronic Arts Inc.(EAcusip285512109)	29.6K	QoQ +519.16% (+24.8K) YoY NEW(+29.6K)	All Managers (Combined)	$4.3M	QoQ +511.59% (+$3.6M) YoY NEW(+$4.3M)
(cusip464288240)✕	76.8K	QoQ +3.17% (+2.4K) YoY +1755.89% (+72.7K)	All Managers (Combined)	$4.3M	QoQ +9.68% (+$376.3K) YoY +1827.52% (+$4.0M)
Ecolab Inc.(ECLcusip278865100)	16.7K	QoQ -3.50% (-606) YoY +111.59% (+8.8K)	All Managers (Combined)	$4.2M	QoQ +4.40% (-$178.5K) YoY +132.31% (+$2.4M)
Phillips 66(PSXcusip718546104)	33.9K	QoQ +13.41% (+4.0K) YoY +59.70% (+12.7K)	All Managers (Combined)	$4.2M	QoQ +22.92% (+$781.3K) YoY +20.73% (+$719.4K)
Citizens Financial Group Inc/Ri(CFGcusip174610105)	101.8K	QoQ +154.06% (+61.7K) YoY +81.91% (+45.8K)	All Managers (Combined)	$4.2M	QoQ +137.86% (+$2.4M) YoY +105.37% (+$2.1M)
(cusip92189F643)✕	47.0K	QoQ +797.57% (+41.8K) YoY +6.24% (+2.8K)	All Managers (Combined)	$4.1M	QoQ +751.86% (+$3.7M) YoY +4.00% (+$159.1K)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	8.5K	QoQ -49.85% (-8.4K) YoY +428.65% (+6.9K)	All Managers (Combined)	$4.1M	QoQ -39.63% (-$2.7M) YoY +513.11% (+$3.4M)
Coterra Energy Inc.(CTRAcusip127097103)	141.9K	QoQ -5.00% (-7.5K) YoY +231.23% (+99.1K)	All Managers (Combined)	$4.1M	QoQ +7.49% (-$285.9K) YoY +243.35% (+$2.9M)
Mplx Lp(MPLXcusip55336V100)	76.5K	QoQ -24.93% (-25.4K) YoY NEW(+76.5K)	All Managers (Combined)	$4.1M	QoQ -16.05% (-$783.7K) YoY NEW(+$4.1M)
United Parcel Service Inc(UPScusip911312106)	37.1K	QoQ +72.88% (+15.6K) YoY +480.03% (+30.7K)	All Managers (Combined)	$4.1M	QoQ +50.80% (+$1.4M) YoY +329.23% (+$3.1M)