13F Insight
DOSSIER · 13F-HR · Q1 2026

Kovitz Investment Group Partners, LLC

$4.3B in tracked AUM across 484 positions as of Q1 2026.

KI
CIK 0001665198 · last filed Mar 31, 2026
Total AUM
$4.3B
as of Q1 2026
Holdings
484
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Kovitz Investment Group Partners, LLC 13F Filing
1. Portfolio Overview

Kovitz Investment Group Partners, LLC manages a substantial and diversified portfolio valued at approximately $25.65 billion as of September 30, 2025. This represents a growth of 9.6% from the previous quarter's value of $23.40 billion. The portfolio is highly fragmented, comprising 1,394 individual holdings, which suggests a strategy aimed at broad risk mitigation rather than conc...

The firm employs a "core and satellite" approach, blending passive market exposure with active stock selection. A significant portion of the assets is invested in internal pooled vehicles (specifically "Valued Advisers TR") and broad-market ETFs, while the remainder is allocated to specific high-conviction equity picks across various sectors. The large number of holdings indicates that many positions are likely relatively small in size, providing liquidity and flexibility to the portfolio managers.

2. Key Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE ST SPDR S&P500
$295M453K6.8%02
AAPL
APPLE INC
$253M995K5.9%03
NVDA
NVIDIA CORP
$173M993K4.0%04
MSFT
MICROSOFT CORP
$160M432K3.7%05
IVV
ISHARES TRUST
$157M241K3.6%06
IBTG
ISHARES TRUST
$104M4.5M2.4%07
SPHQ
INVESCO EXCHANGETRAD
$102M1.4M2.4%08
GOOGL
ALPHABET INC
$100M348K2.3%09
MBB
ISHARES TR
$67M710K1.6%10
AMZN
AMAZON COM INC
$60M290K1.4%

Filing history

2026Q1Mar 31
$4.3B▼ 4.5%
484 positionsView →2025Q4Dec 31
$4.5B▼ 82.4%
471 positionsView →2025Q3Sep 30
$25.6B▲ 9.6%
1,394 positionsView →2025Q2Jun 30
$23.4B▲ 17.4%
1,354 positionsLocked2025Q1Mar 31
$19.9B▼ 33.9%
1,243 positionsLocked2024Q4Dec 31
$30.1B▲ 114.0%
1,141 positionsLocked2024Q3Sep 30
$14.1B▲ 20.3%
1,056 positionsLocked2024Q2Jun 30
$11.7B▲ 48.7%
816 positionsLocked2024Q1Mar 31
$7.9B▲ 30.4%
660 positionsLocked2023Q4Dec 31
$6.0B▲ 8.4%
411 positionsLocked2023Q3Sep 30
$5.6B▼ 18.4%
393 positionsLocked2023Q2Jun 30
$6.8B▲ 18.4%
407 positionsLocked
Showing 12 of 38