Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31
SEC
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

1,231 positions
Manager:
SEC
Search and click to pin securities to the top
Page 9 of 62
CME GROUP INC.
CME|12572Q105
Shares:
79755(+0.3%)
Value:
$21.2B(+14.6%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
38522(+93.3%)
Value:
$21.0B(+84.4%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
46620(+63.6%)
Value:
$20.8B(+50.4%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
345548(+14.4%)
Value:
$20.7B(+26.4%)
Uber Technologies, Inc
UBER|90353T100
Shares:
282921(-49.9%)
Value:
$20.6B(-39.4%)
25434V781
25434V781
Shares:
702368(+2.7%)
Value:
$20.5B(+12.5%)
78464A474
78464A474
Shares:
678346(-14.3%)
Value:
$20.4B(-13.6%)
LPL Financial Holdings Inc.
LPLA|50212V100
Shares:
62138(+1013.4%)
Value:
$20.3B(+1015.5%)
METLIFE INC
MET|59156R108
Shares:
252713(+44.5%)
Value:
$20.3B(+41.6%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
21026(+30.1%)
Value:
$19.9B(+34.3%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
81144(-5.4%)
Value:
$19.8B(+8.6%)
BlackRock, Inc.
BLK|09290D101
Shares:
20751(+773.4%)
Value:
$19.6B(+706.4%)
AbbVie Inc.
ABBV|00287Y109
Shares:
93218(+42.7%)
Value:
$19.5B(+68.2%)
78464A854
SPLG|78464A854
Shares:
294413(-5.6%)
Value:
$19.4B(-10.0%)
464287879
464287879
Shares:
198584(+1.4%)
Value:
$19.4B(-9.0%)
ONEOK INC /NEW/
OKE|682680103
Shares:
193817(+18.5%)
Value:
$19.2B(+17.1%)
CORNING INC /NY
GLW|219350105
Shares:
413125(+234.5%)
Value:
$18.9B(+222.2%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
266764(+4.2%)
Value:
$18.9B(+3.0%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
259657(+1690.7%)
Value:
$18.6B(+856946.9%)
46434V860
46434V860
Shares:
363550(-3.5%)
Value:
$18.4B(-3.1%)