Kovitz Investment Group Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$30.1B
Signature - Title
Jeremy Wilson - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Kovitz Investment Group Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kovitz Investment Group Partners, LLC reported 1133 stock holdings with total value $30.1B as of Q4 2024. Top holdings included AMZN, META, GOOG, AAPL, and SCHW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,133 $30.1B +$16.1B -$2.68B +$13.4B AMZN, META, GOOG, AAPL, SCHW Restatement 2/14/2025, 11:01 AM
Q3 2024 1,053 $13.6B +$3.81B -$673M +$3.14B EQTY, AAPL, SPY, AMZN, MSFT 13F-HR 11/14/2024, 06:41 PM
Q2 2024 814 $11.7B +$4.12B -$197M +$3.92B EQTY, AAPL, SPY, AMZN, MSFT 13F-HR 8/14/2024, 03:25 PM
Q1 2024 652 $7.85B +$1.6B -$345M +$1.25B EQTY, AMZN, META, BRKB, AAPL 13F-HR 5/14/2024, 11:33 AM
Q4 2023 410 $6.03B +$191M -$296M -$106M EQTY, AMZN, META, AAPL, GOOG 13F-HR 2/7/2024, 11:55 AM
Q3 2023 410 $5.56B +$50.1M -$1.09B -$1.04B EQTY, BRKB, AAPL, GOOG, META 13F-HR 11/9/2023, 10:16 AM
Q2 2023 404 $6.81B +$980M -$304M +$676M EQTY, AAPL, BRKB, META, GOOG 13F-HR 8/8/2023, 01:34 PM
Q1 2023 414 $5.76B +$775M -$383M +$393M EQTY, AAPL, BRKB, BDX, JPM 13F-HR 5/11/2023, 12:08 PM
Q4 2022 387 $5.04B +$707M -$231M +$477M EQTY, AAPL, SCHW, BRKB, JPM 13F-HR 1/19/2023, 08:09 AM
Q3 2022 385 $4.25B +$471M -$204M +$266M AAPL, GOOG, SCHW, MSI, BRKB 13F-HR 11/9/2022, 02:23 PM
Q2 2022 401 $4.48B +$572M -$282M +$290M AAPL, GOOG, MSI, BRKB, META 13F-HR 8/2/2022, 02:08 PM
Q1 2022 405 $5.22B AAPL, GOOG, BRKB, PM, META 13F-HR 4/22/2022, 12:33 PM
Q4 2021 229 $2.11B $0 $0 BRKB, DIS, META, PM, BDX 13F-HR 2/4/2022, 12:56 PM
Q3 2021 416 $5.01B +$159M -$207M -$47.6M GOOG, AAPL, META, BRKB, PM 13F-HR 10/28/2021, 01:14 PM
Q2 2021 404 $5.05B +$740M -$279M +$461M GOOG, META, AAPL, BRKB, PM Restatement 8/4/2021, 11:30 AM
Q1 2021 395 $4.27B +$156M -$414M -$258M GOOG, AAPL, PWR, BRKB, PM 13F-HR 5/5/2021, 05:54 PM
Q4 2020 395 $4.1B +$162M -$248M -$85.6M AAPL, GOOG, DIS, BRKB, PWR 13F-HR 2/12/2021, 02:53 PM
Q3 2020 389 $3.57B +$355M -$214M +$140M AAPL, GOOG, PWR, META, BRKB 13F-HR 11/9/2020, 06:14 PM
Q2 2020 366 $3.23B +$377M -$368M +$8.19M GOOG, AAPL, BRKB, PWR, META 13F-HR 8/12/2020, 03:03 PM
Q1 2020 351 $2.76B +$615M -$236M +$378M AAPL, BRKB, GOOG, PWR, META 13F-HR 5/15/2020, 01:07 PM
Q4 2019 359 $3.4B +$314M -$150M +$164M AAPL, BRKB, PWR, GOOG, PARA 13F-HR 2/13/2020, 11:37 AM
Q3 2019 353 $3.13B +$285M -$226M +$59M BRKB, AAPL, PWR, GOOG, KMX 13F-HR 11/14/2019, 12:03 PM
Q2 2019 346 $3.16B +$190M -$250M -$60.1M BRKB, AAPL, PWR, KMX, JXXXX 13F-HR 8/14/2019, 05:27 PM
Q1 2019 354 $3.15B +$444M -$54.1M +$390M AAPL, BRKB, PWR, GOOG, CBS 13F-HR 5/15/2019, 02:49 PM
Q4 2018 249 $2.48B +$748M -$140M +$608M BRKB, AAPL, PWR, GOOG, CBS 13F-HR 2/14/2019, 12:43 PM
Q3 2018 147 $2.19B +$60.1M -$79.6M -$19.6M BRKB, AAPL, CBS, PWR, JXXXX 13F-HR 11/14/2018, 03:37 PM
Q2 2018 140 $2.05B +$102M -$126M -$23.7M BRKB, AAPL, CBS, PWR, KMX 13F-HR 8/14/2018, 04:51 PM
Q1 2018 139 $2.07B +$242M -$177M +$65.5M BRKB, AAPL, PWR, CBS, JPM 13F-HR 5/15/2018, 05:16 PM
Q4 2017 154 $2.08B +$133M -$158M -$25.2M BRKB, AAPL, PWR, JPM, BAC 13F-HR 2/14/2018, 04:25 PM
Q3 2017 154 $2.01B +$88.2M -$44.2M +$43.9M BRKB, AAPL, PWR, JPM, GM 13F-HR 11/14/2017, 01:03 PM
Q2 2017 150 $1.87B +$87.8M -$46M +$41.8M BRKB, AAPL, PWR, JPM, BAC 13F-HR 8/1/2017, 05:13 PM
Q1 2017 132 $1.82B +$122M -$76.4M +$46M BRKB, AAPL, PWR, JPM, BA 13F-HR 5/16/2017, 11:24 AM
Q4 2016 114 $1.72B +$88M -$165M -$77.2M BRKB, PWR, AAPL, JPM, BAC 13F-HR 2/14/2017, 04:32 PM
Q3 2016 123 $1.62B +$41.7M -$41.5M +$280K PWR, BRKB, AAPL, BAC, JXXXX 13F-HR 11/14/2016, 01:36 PM
Q2 2016 116 $1.43B +$78M -$147M -$69M BRKB, PWR, AAPL, JXXXX, JPM 13F-HR 8/15/2016, 04:34 PM
Q1 2016 123 $1.69B BRKB, PWR, JXXXX, AAPL, BA Restatement 5/23/2016, 12:53 PM