Kovitz Investment Group Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$13.6B
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 1053 stock holdings with total value $13.6B as of Q3 2024. Top holdings included EQTY, AAPL, SPY, AMZN, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 654 $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 391 $5.56B +$50.1M -$1.09B -$1.04B EQTY, BRKB, AAPL, GOOG, META 13F-HR 11/9/2023, 10:16 AM
Q2 2023 402 $6.8B +$975M -$352M +$622M EQTY, AAPL, BRKB, META, GOOG 13F-HR 8/8/2023, 01:34 PM
Q1 2023 414 $5.76B +$775M -$430M +$345M EQTY, AAPL, BRKB, BDX, JPM 13F-HR 5/11/2023, 12:08 PM
Q4 2022 387 $5.04B +$707M -$246M +$461M EQTY, AAPL, SCHW, BRKB, JPM 13F-HR 1/19/2023, 09:09 AM
Q3 2022 386 $4.28B +$473M -$270M +$203M AAPL, GOOG, SCHW, MSI, BRKB 13F-HR 11/9/2022, 03:23 PM
Q2 2022 402 $4.51B +$578M -$298M +$280M AAPL, GOOG, MSI, BRKB, META 13F-HR 8/2/2022, 02:08 PM
Q1 2022 405 $5.24B +$928M -$201M +$727M AAPL, GOOG, BRKB, PM, META 13F-HR 4/22/2022, 12:33 PM
Q4 2021 391 $2.13B $0 $0 BRKB, DIS, META, PM, BDX 13F-HR 2/4/2022, 01:56 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 390 $4.1B +$162M -$256M -$94.4M AAPL, GOOG, DIS, BRKB, PWR 13F-HR 2/12/2021, 03:53 PM
Q3 2020 387 $3.56B +$349M -$229M +$120M AAPL, GOOG, PWR, META, BRKB 13F-HR 11/9/2020, 07:14 PM
Q2 2020 364 $3.23B +$376M -$458M -$81.2M GOOG, AAPL, BRKB, PWR, META 13F-HR 8/12/2020, 03:03 PM
Q1 2020 350 $2.76B +$611M -$304M +$307M AAPL, BRKB, GOOG, PWR, META 13F-HR 5/15/2020, 01:07 PM
Q4 2019 361 $3.4B +$314M -$275M +$38.9M AAPL, BRKB, PWR, GOOG, PARA 13F-HR 2/13/2020, 12:37 PM
Q3 2019 354 $3.13B +$285M -$307M -$22.4M BRKB, AAPL, PWR, GOOG, KMX 13F-HR 11/14/2019, 01:03 PM
Q2 2019 345 $3.16B +$190M -$345M -$156M BRKB, AAPL, PWR, KMX, J 13F-HR 8/14/2019, 05:27 PM
Q1 2019 353 $3.15B +$438M -$92M +$346M AAPL, BRKB, PWR, GOOG, CBS 13F-HR 5/15/2019, 02:49 PM
Q4 2018 250 $2.48B +$748M -$143M +$605M BRKB, AAPL, PWR, GOOG, CBS 13F-HR 2/14/2019, 01:43 PM
Q3 2018 146 $2.19B +$57.4M -$81.4M -$23.9M BRKB, AAPL, CBS, PWR, J 13F-HR 11/14/2018, 04:37 PM
Q2 2018 141 $2.05B +$102M -$157M -$54.9M BRKB, AAPL, CBS, PWR, KMX 13F-HR 8/14/2018, 04:51 PM
Q1 2018 138 $2.07B +$242M -$176M +$65.8M BRKB, AAPL, PWR, CBS, JPM 13F-HR 5/15/2018, 05:16 PM
Q4 2017 155 $2.08B +$133M -$171M -$37.6M BRKB, AAPL, PWR, JPM, BAC 13F-HR 2/14/2018, 05:25 PM
Q3 2017 151 $2B +$87.9M -$53M +$34.9M BRKB, AAPL, PWR, JPM, GM 13F-HR 11/14/2017, 02:03 PM
Q2 2017 148 $1.87B +$86.7M -$55.7M +$31M BRKB, AAPL, PWR, JPM, BAC 13F-HR 8/1/2017, 05:13 PM
Q1 2017 131 $1.82B +$119M -$88.8M +$30.4M BRKB, AAPL, PWR, JPM, BA 13F-HR 5/16/2017, 11:24 AM
Q4 2016 112 $1.71B +$87.8M -$209M -$122M BRKB, PWR, AAPL, JPM, BAC 13F-HR 2/14/2017, 05:32 PM
Q3 2016 123 $1.62B +$41.7M -$60.7M -$19M PWR, BRKB, AAPL, BAC, J 13F-HR 11/14/2016, 02:36 PM
Q2 2016 122 $1.43B +$78M -$200M -$122M BRKB, PWR, AAPL, J, JPM 13F-HR 8/15/2016, 04:34 PM
Q1 2016 122 $1.69B $0 $0 BRKB, PWR, J, AAPL, BA Restatement 5/23/2016, 12:53 PM