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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464287507

IJH|464287507

679451(+3.5%)

Value:

$39.6B(-3.1%)

CITIGROUP INC

C|172967424

554899(+463.1%)

Value:

$39.4B(+467.9%)

ELI LILLY & Co

LLY|532457108

47584(+63.3%)

Value:

$39.3B(+74.7%)

45782C540

1043210(-2.5%)

Value:

$39.2B(-4.6%)

464287150

ITOT|464287150

320803(+133.2%)

Value:

$39.1B(+121.2%)

Hayward Holdings, Inc.

HAYW|421298100

2776298(-67.1%)

Value:

$38.6B(-70.0%)

PROCTER & GAMBLE Co

PG|742718109

225795(+20.6%)

Value:

$38.5B(+22.6%)

AMPHENOL CORP /DE/

APH|032095101

577804(-0.3%)

Value:

$37.9B(-5.8%)

00110G408

1809339(+48.9%)

Value:

$37.7B(+67.9%)

46429B267

1634809(+4.6%)

Value:

$37.6B(+4.6%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

47(+34.3%)

Value:

$37.5B(+57.5%)

Bank of New York Mellon Corp

BK|064058100

447332(+17.7%)

Value:

$37.5B(+28.5%)

Mastercard Inc

MA|57636Q104

68296(+17.6%)

Value:

$37.4B(+22.4%)

CISCO SYSTEMS, INC.

CSCO|17275R102

587576(+78.2%)

Value:

$36.3B(+85.7%)

Tesla, Inc.

TSLA|88160R101

134727(+11.6%)

Value:

$34.9B(-28.4%)

46429B333

792834(+1.9%)

Value:

$34.8B(+4.2%)

PROGRESSIVE CORP/OH/

PGR|743315103

121110(-35.6%)

Value:

$34.3B(-23.9%)

HOME DEPOT, INC.

HD|437076102

93174(+23.9%)

Value:

$34.1B(+16.7%)

464285204

575484(-15.6%)

Value:

$33.9B(+0.5%)

Walt Disney Co

DIS|254687106

343585(+291.4%)

Value:

$33.9B(+247.0%)

Instrument	Shares		Other Manager	Value
(IJHcusip464287507)	679.5K	QoQ +3.49% (-22.9K) YoY +263.81% (+492.7K)	All Managers (Combined)	$39.6M	QoQ -3.08% (-$1.3M) YoY +249.50% (+$28.3M)
Citigroup Inc(Ccusip172967424)	554.9K	QoQ +463.14% (+456.4K) YoY +241.21% (+392.3K)	All Managers (Combined)	$39.4M	QoQ +467.94% (+$32.5M) YoY +283.03% (+$29.1M)
Eli Lilly & Co(LLYcusip532457108)	47.6K	QoQ +63.28% (+18.4K) YoY +153.05% (+28.8K)	All Managers (Combined)	$39.3M	QoQ +74.69% (+$16.8M) YoY +168.64% (+$24.7M)
(cusip45782C540)✕	1.0M	QoQ -2.49% (-26.7K) YoY NEW(+1.0M)	All Managers (Combined)	$39.2M	QoQ -4.57% (-$1.9M) YoY NEW(+$39.2M)
(ITOTcusip464287150)	320.8K	QoQ +133.15% (+183.2K) YoY +36.14% (+85.2K)	All Managers (Combined)	$39.1M	QoQ +121.17% (+$21.4M) YoY +44.06% (+$12.0M)
Hayward Holdings, Inc.(HAYWcusip421298100)	2.8M	QoQ -67.07% (-5.7M) YoY +45.77% (+871.8K)	All Managers (Combined)	$38.6M	QoQ -70.02% (-$90.3M) YoY +32.53% (+$9.5M)
Procter & Gamble Co(PGcusip742718109)	225.8K	QoQ +20.63% (+38.6K) YoY +243.02% (+160.0K)	All Managers (Combined)	$38.5M	QoQ +22.62% (+$7.1M) YoY +260.29% (+$27.8M)
Amphenol Corp /De/(APHcusip032095101)	577.8K	QoQ -0.26% (-1.5K) YoY +3382.42% (+561.2K)	All Managers (Combined)	$37.9M	QoQ -5.80% (-$2.3M) YoY +1880.17% (+$36.0M)
(cusip00110G408)✕	1.8M	QoQ +48.88% (+594.1K) YoY NEW(+1.8M)	All Managers (Combined)	$37.7M	QoQ +67.89% (+$15.2M) YoY NEW(+$37.7M)
(cusip46429B267)✕	1.6M	QoQ +4.60% (+72.0K) YoY NEW(+1.6M)	All Managers (Combined)	$37.6M	QoQ +4.62% (+$1.7M) YoY NEW(+$37.6M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	47	QoQ +34.28% (+12) YoY +291.66% (+35)	All Managers (Combined)	$37.5M	QoQ +57.46% (+$13.7M) YoY +392.91% (+$29.9M)
Bank Of New York Mellon Corp(BKcusip064058100)	447.3K	QoQ +17.69% (+67.2K) YoY +329.34% (+343.1K)	All Managers (Combined)	$37.5M	QoQ +28.47% (+$8.3M) YoY +524.93% (+$31.5M)
Mastercard Inc(MAcusip57636Q104)	68.3K	QoQ +17.63% (+10.2K) YoY +76.43% (+29.6K)	All Managers (Combined)	$37.4M	QoQ +22.44% (+$6.9M) YoY +100.82% (+$18.8M)
Cisco Systems, Inc.(CSCOcusip17275R102)	587.6K	QoQ +78.19% (+257.8K) YoY +70.58% (+243.1K)	All Managers (Combined)	$36.3M	QoQ +85.74% (+$16.7M) YoY +110.91% (+$19.1M)
Tesla, Inc.(TSLAcusip88160R101)	134.7K	QoQ +11.59% (-14.0K) YoY +1785.87% (+127.6K)	All Managers (Combined)	$34.9M	QoQ -28.38% (-$13.8M) YoY +2680.26% (+$33.7M)
(cusip46429B333)✕	792.8K	QoQ +1.94% (+15.1K) YoY NEW(+792.8K)	All Managers (Combined)	$34.8M	QoQ +4.24% (+$1.4M) YoY NEW(+$34.8M)
Progressive Corp/Oh/(PGRcusip743315103)	121.1K	QoQ -35.61% (-67.0K) YoY +2679.66% (+116.8K)	All Managers (Combined)	$34.3M	QoQ -23.95% (-$10.8M) YoY +3703.66% (+$33.4M)
Home Depot, Inc.(HDcusip437076102)	93.2K	QoQ +23.87% (+18.0K) YoY +56.40% (+33.6K)	All Managers (Combined)	$34.1M	QoQ +16.70% (+$4.9M) YoY +49.43% (+$11.3M)
(cusip464285204)✕	575.5K	QoQ -15.57% (-106.2K) YoY +8978.46% (+569.1K)	All Managers (Combined)	$33.9M	QoQ +0.53% (-$182.1K) YoY +12641.42% (+$33.7M)
Walt Disney Co(DIScusip254687106)	343.6K	QoQ +291.43% (+255.8K) YoY +144.72% (+203.2K)	All Managers (Combined)	$33.9M	QoQ +246.96% (+$24.1M) YoY +97.40% (+$16.7M)