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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464286608

504169(+306.3%)

Value:

$26.8B(+358.4%)

92206C409

334837(+2.6%)

Value:

$26.4B(+3.8%)

EOG RESOURCES INC

EOG|26875P101

199806(+131.2%)

Value:

$25.6B(+141.9%)

Accenture plc

ACN|G1151C101

80411(+16.3%)

Value:

$25.1B(+3.2%)

MOODYS CORP /DE/

MCO|615369105

53185(+626.8%)

Value:

$24.8B(+615.0%)

Cboe Global Markets, Inc.

CBOE|12503M108

107948(+1.0%)

Value:

$24.4B(+17.0%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

97840(+80.7%)

Value:

$24.3B(+104.5%)

TE Connectivity plc

TEL|G87052109

170777(+2473.5%)

Value:

$24.1B(+2443.8%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

48965(-2.1%)

Value:

$23.7B(-11.0%)

921946406

VYM|921946406

183680(-9.3%)

Value:

$23.7B(-8.3%)

464287457

282689(-5.7%)

Value:

$23.4B(-4.8%)

SPECIAL OPPORTUNITIES FUND, INC.

SPE|84741T104

1535479(-0.6%)

Value:

$23.1B(+2.0%)

MCDONALDS CORP

MCD|580135101

73139(-13.8%)

Value:

$22.8B(-7.1%)

PayPal Holdings, Inc.

PYPL|70450Y103

345709(+65.1%)

Value:

$22.6B(+26.2%)

TEXAS INSTRUMENTS INC

TXN|882508104

124060(+1.7%)

Value:

$22.3B(-2.5%)

ERIE INDEMNITY CO

ERIE|29530P102

52818(-0.0%)

Value:

$22.1B(+1.6%)

General Motors Co

GM|37045V100

461558(+369.9%)

Value:

$21.7B(+314.9%)

Howmet Aerospace Inc.

HWM|443201108

165945(+4.0%)

Value:

$21.5B(+23.3%)

Saba Capital Income & Opportunities Fund

BRW|78518H202

2757876(+7.8%)

Value:

$21.4B(+9.8%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

97495(+126.0%)

Value:

$21.2B(+168.2%)

Instrument	Shares		Other Manager	Value
(cusip464286608)✕	504.2K	QoQ +306.34% (+380.1K) YoY NEW(+504.2K)	All Managers (Combined)	$26.8M	QoQ +358.43% (+$21.0M) YoY NEW(+$26.8M)
(cusip92206C409)✕	334.8K	QoQ +2.60% (+8.5K) YoY +272.04% (+244.8K)	All Managers (Combined)	$26.4M	QoQ +3.82% (+$974.8K) YoY +279.89% (+$19.5M)
Eog Resources Inc(EOGcusip26875P101)	199.8K	QoQ +131.24% (+113.4K) YoY +1.32% (+2.6K)	All Managers (Combined)	$25.6M	QoQ +141.93% (+$15.0M) YoY +1.64% (+$413.8K)
Accenture Plc(ACNcusipG1151C101)	80.4K	QoQ +16.31% (+11.3K) YoY +46.02% (+25.3K)	All Managers (Combined)	$25.1M	QoQ +3.17% (+$771.9K) YoY +31.46% (+$6.0M)
Moodys Corp /De/(MCOcusip615369105)	53.2K	QoQ +626.76% (+45.9K) YoY +319.57% (+40.5K)	All Managers (Combined)	$24.8M	QoQ +614.98% (+$21.3M) YoY +397.15% (+$19.8M)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	107.9K	QoQ +1.00% (+1.1K) YoY +2003.42% (+102.8K)	All Managers (Combined)	$24.4M	QoQ +16.96% (+$3.5M) YoY +2490.69% (+$23.5M)
International Business Machines Corp(IBMcusip459200101)	97.8K	QoQ +80.74% (+43.7K) YoY +99.19% (+48.7K)	All Managers (Combined)	$24.3M	QoQ +104.45% (+$12.4M) YoY +159.38% (+$14.9M)
Te Connectivity Plc(TELcusipG87052109)	170.8K	QoQ +2473.49% (+164.1K) YoY NEW(+170.8K)	All Managers (Combined)	$24.1M	QoQ +2443.82% (+$23.2M) YoY NEW(+$24.1M)
Ameriprise Financial Inc(AMPcusip03076C106)	49.0K	QoQ -2.14% (-1.1K) YoY +781.77% (+43.4K)	All Managers (Combined)	$23.7M	QoQ -11.02% (-$2.9M) YoY +873.55% (+$21.3M)
(VYMcusip921946406)	183.7K	QoQ -9.31% (-18.9K) YoY +4520.88% (+179.7K)	All Managers (Combined)	$23.7M	QoQ -8.34% (-$2.2M) YoY +4825.28% (+$23.2M)
(cusip464287457)✕	282.7K	QoQ -5.67% (-17.0K) YoY +253.20% (+202.7K)	All Managers (Combined)	$23.4M	QoQ -4.80% (-$1.2M) YoY +257.30% (+$16.8M)
Special Opportunities Fund, Inc.(SPEcusip84741T104)	1.5M	QoQ -0.64% (-9.9K) YoY NEW(+1.5M)	All Managers (Combined)	$23.1M	QoQ +2.01% (-$455.9K) YoY NEW(+$23.1M)
Mcdonalds Corp(MCDcusip580135101)	73.1K	QoQ -13.82% (-11.7K) YoY +104.33% (+37.3K)	All Managers (Combined)	$22.8M	QoQ -7.14% (-$1.8M) YoY +126.38% (+$12.8M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	345.7K	QoQ +65.08% (+136.3K) YoY +167.65% (+216.5K)	All Managers (Combined)	$22.6M	QoQ +26.20% (+$4.7M) YoY +160.70% (+$13.9M)
Texas Instruments Inc(TXNcusip882508104)	124.1K	QoQ +1.73% (-2.1K) YoY +589.45% (+106.1K)	All Managers (Combined)	$22.3M	QoQ -2.50% (-$572.9K) YoY +611.18% (+$19.2M)
Erie Indemnity Co(ERIEcusip29530P102)	52.8K	QoQ -0.02% (-14) YoY NEW(+52.8K)	All Managers (Combined)	$22.1M	QoQ +1.62% (-$354.4K) YoY NEW(+$22.1M)
General Motors Co(GMcusip37045V100)	461.6K	QoQ +369.93% (+363.3K) YoY -70.96% (-1.1M)	All Managers (Combined)	$21.7M	QoQ +314.88% (+$16.5M) YoY -69.89% (-$50.4M)
Howmet Aerospace Inc.(HWMcusip443201108)	165.9K	QoQ +3.96% (+6.3K) YoY +809.98% (+147.7K)	All Managers (Combined)	$21.5M	QoQ +23.32% (+$4.1M) YoY +1625.15% (+$20.3M)
Saba Capital Income & Opportunities Fund(BRWcusip78518H202)	2.8M	QoQ +7.80% (+199.7K) YoY NEW(+2.8M)	All Managers (Combined)	$21.4M	QoQ +9.78% (+$1.9M) YoY NEW(+$21.4M)
American Tower Corp /Ma/(AMTcusip03027X100)	97.5K	QoQ +126.02% (+54.4K) YoY +23.84% (+18.8K)	All Managers (Combined)	$21.2M	QoQ +168.15% (+$13.3M) YoY +36.38% (+$5.7M)