Kovitz Investment Group Partners, LLC
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- 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% identified937 identified294 unidentified
Holdings
1,231 positions
Manager:
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Page 4 of 62
46436E718
Shares:
899512(+99.1%)
Value:
$90.6B(+99.8%)
46641Q837
Shares:
1529924(-30.7%)
Value:
$77.5B(-30.3%)
464288588
Shares:
766393(-4.1%)
Value:
$71.9B(-1.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46436E718)✕ | 899.5K | All Managers (Combined) | $90.6M | ||
843.7K | All Managers (Combined) | $88.2M | |||
310.7K | All Managers (Combined) | $88.0M | |||
319.5K | All Managers (Combined) | $86.0M | |||
177.9K | All Managers (Combined) | $77.9M | |||
(cusip46641Q837)✕ | 1.5M | YoY NEW(+1.5M) | All Managers (Combined) | $77.5M | YoY NEW(+$77.5M) |
460.9K | All Managers (Combined) | $76.4M | |||
146.5K | All Managers (Combined) | $75.3M | |||
420.4K | All Managers (Combined) | $72.8M | |||
1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $72.3M | YoY NEW(+$72.3M) | |
(cusip464288588)✕ | 766.4K | All Managers (Combined) | $71.9M | ||
403.8K | All Managers (Combined) | $71.0M | |||
Starbucks Corp(SBUXcusip855244109) | 696.7K | All Managers (Combined) | $68.3M | ||
866.2K | YoY NEW(+866.2K) | All Managers (Combined) | $67.1M | YoY NEW(+$67.1M) | |
529.0K | All Managers (Combined) | $66.1M | |||
372.3K | All Managers (Combined) | $63.6M | |||
304.9K | All Managers (Combined) | $62.5M | |||
798.9K | All Managers (Combined) | $60.4M | |||
1.0M | All Managers (Combined) | $59.7M | |||
218.0K | All Managers (Combined) | $58.1M |