Current Market Value 23,396,404,369
Current Holdings 1354
Most Recent File Date 2025-08-14
Total Filings on Record 42
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 1354 23,396,404
2025-05-19 2025-03-31 13F-HR/A 1 R 1243 19,928,327
2025-05-13 2025-03-31 13F-HR 1243 19,928,327
2025-08-25 2024-12-31 13F-HR/A 1 R 1225 20,400,786
2025-02-14 2024-12-31 13F-HR 1141 30,127,769
2024-11-15 2024-09-30 13F-HR 1056 14,077,982
2024-08-14 2024-06-30 13F-HR 816 11,705,271
2024-05-14 2024-03-31 13F-HR 660 7,871,394
2024-02-07 2023-12-31 13F-HR 411 6,034,157
2023-11-09 2023-09-30 13F-HR 393 5,565,960
2023-08-08 2023-06-30 13F-HR 407 6,817,789
2023-05-11 2023-03-31 13F-HR 416 5,761
2023-01-19 2022-12-31 13F-HR 390 5,063
2022-11-09 2022-09-30 13F-HR 388 4,324,622
2022-08-02 2022-06-30 13F-HR 403 4,513,265
2022-04-22 2022-03-31 13F-HR 414 5,247,601
2022-02-04 2021-12-31 13F-HR 402 4,247,558
2021-10-28 2021-09-30 13F-HR 427 5,025,060
2021-08-04 2021-06-30 13F-HR/A 1 R 423 5,077,712
2021-07-30 2021-06-30 13F-HR 411 4,282,281
2021-05-06 2021-03-31 13F-HR 411 4,282,281
2021-02-12 2020-12-31 13F-HR 412 4,108,115
2020-11-10 2020-09-30 13F-HR 403 3,573,738
2020-08-12 2020-06-30 13F-HR 378 3,237,075
2020-05-15 2020-03-31 13F-HR 360 2,770,159
2020-02-13 2019-12-31 13F-HR 366 3,436,469
2019-11-14 2019-09-30 13F-HR 356 3,140,430
2019-08-14 2019-06-30 13F-HR 347 3,167,713
2019-05-15 2019-03-31 13F-HR 355 3,160,912
2019-02-14 2018-12-31 13F-HR 253 2,529,685
2018-11-14 2018-09-30 13F-HR 151 2,199,190
2018-08-14 2018-06-30 13F-HR 143 2,148,425
2018-05-15 2018-03-31 13F-HR 141 2,072,632
2018-02-14 2017-12-31 13F-HR 156 2,336,582
2017-11-14 2017-09-30 13F-HR 155 2,009,293
2017-08-01 2017-06-30 13F-HR 153 1,877,995
2017-05-16 2017-03-31 13F-HR 133 1,820,631
2017-02-14 2016-12-31 13F-HR 115 1,716,998
2016-11-14 2016-09-30 13F-HR 125 1,626,354
2016-08-15 2016-06-30 13F-HR 122 1,441,315
2016-05-23 2016-03-31 13F-HR/A 1 R 124 1,693,518
2016-05-16 2016-03-31 13F-HR 124 1,693,518