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Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC is a Chicago-based investment adviser founded in 2015, specializing in investment management, wealth management, and financial planning services. They have over 390 employees and serve high-net-worth individuals, families, institutions, and financial professionals with customized asset management and advisory strategies. Kovitz operates nationally with additional offices in several states and is a partner firm of Focus Financial Partners.
Investment Strategy
Kovitz employs a disciplined, patient, and perspective-driven investment approach, focused on intrinsic value. The firm does not attempt to predict market movements but instead assesses the fundamental value of companies and assets, investing when there is a meaningful gap between price and value. Their philosophy emphasizes long-term value creation, avoiding short-term speculation, and making investment decisions that minimize downside risk and position clients for future growth.
Latest 13F Filing Activity
Kovitz Investment Group Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,332 equity positions and 8 options positions with a total 13F market value of $23B. The fund increased holdings in Powell Inds Inc., Microsoft Corp., Broadcom Inc. among other positions. Kovitz Investment Group Partners, LLC reduced exposure to Unitedhealth Group Inc., Berkshire Hathaway Inc. Del, PPG Inds Inc. among others.
Top Holdings
Equity Positions (1,332)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQTY | VALUED ADVISERS TR | 4.89% | $1.15B | 45,737,485 | $16.40 | $25.04 | +$83.3M |
M MSFT | MICROSOFT CORP | 3.44% | $805.1M | 1,618,560 | $404.67 | $497.41 | +$261.2M |
A AAPL | APPLE INC | 2.51% | $587.9M | 2,865,448 | $172.14 | $205.17 | +$36.6M |
A AMZN | AMAZON COM INC | 2.24% | $525.2M | 2,393,995 | $172.61 | $219.39 | +$110.3M |
S SPY | SPDR S&P 500 ETF TR | 1.99% | $464.6M | 751,664 | $547.63 | $617.85 | +$61.8M |
Options Positions (8)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $3.8M | 7,380 | $617.85 | $593.06 | +3,427.05 | -$2.7M |
A AAPL | APPLE INC | Bought | Put | $866.2K | 446 | $205.17 | $248.01 | +23.73 | -$483.9K |
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $624.2K | 25 | $617.85 | $617.85 | +25.17 | +$624.2K |
A AMZN | AMAZON COM INC | Bought | Put | $285.3K | 104 | $219.39 | $190.76 | +1.78 | +$73.3K |
M META | META PLATFORMS INC | New | Put | $203.8K | 27 | $738.09 | $738.09 | +26.53 | +$203.8K |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Trading Analyst | Chicago, IL , United States | |
 | Principal | Chicago, IL , United States | |
D Dan Murphy | Principal and Portfolio Manager, Kovitz, Madison-WI | Madison, WI , United States | |
 | Principal, Portfolio Manager | Aliso Viejo, CA , United States | |
J Jason Petitte | Principal, Senior Research Analyst | Chicago, IL , United States | |
J Joel Hirsh | Co-Chief Investment Officer | Chicago, IL , United States | |
J Jonathan Shapiro | Principal | Chicago, IL , United States | |
 | Portfolio Manager | Lake Forest, IL , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
 | Client Portfolio Manager | Highland Park, IL , United States |
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