Notify me when Kovitz Investment Group Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,387 | $25.6B | +$1.95B | -$1.32B | +$637M | EQTY, MSFT, AAPL, POWL, AMZN | 13F-HR | 11/10/2025, 12:02 PM |
| Q2 2025 | 1,346 | $23.4B | +$3.17B | -$1.16B | +$2.01B | EQTY, MSFT, AAPL, AMZN, SPY | 13F-HR | 8/14/2025, 12:40 PM |
| Q1 2025 | 1,231 | $19.9B | +$1.79B | -$1.54B | +$254M | EQTY, AAPL, MSFT, AMZN, SPY | Restatement | 5/19/2025, 09:43 AM |
| Q4 2024 | 1,214 | $20.4B | +$4.25B | -$690M | +$3.56B | EQTY, AAPL, AMZN, MSFT, SPY | Restatement | 8/25/2025, 12:43 PM |
| 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 | 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 |