Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
48
6
2
3
1
0
24
6
0
KOVITZ INVESTMENT GROUP LLC

Time Period2015-12-31

Total Holdings124

Total Value ($x1000)1,623,456
Activities
New26

Increased22

Unchanged7

Decreased69

Sold Out5

Top 10 Stock Holdingstotal 44.68%
BRK.B5.93

JEC5.78

BA5.31

PWR5.27

AAPL4.91

 
JPM4.23

GM3.71

BAC3.71

BK3.05

KSS2.78

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
5.93%
CL B NEW
JEC
5.78%
COM
BA
5.31%
COM
PWR
5.27%
COM
AAPL
4.91%
COM
JPM
4.23%
COM
GM
3.71%
COM
BAC
3.71%
COM
BK
3.05%
COM
KSS
2.78%
COM
WFC
2.76%
COM
CBS
2.68%
CL B
BBBY
2.47%
COM
HAL
2.32%
COM
LUK
2.29%
COM
VMI
2.23%
COM
GOOG
2.18%
CAP STK CL C
AON
2.07%
SHS CL A
CVS
2.06%
COM
UPS
2.04%
CL B
WMT
2%
COM
DIS
1.93%
COM DISNEY
ACN
1.88%
SHS CLASS A
AIG
1.87%
COM NEW
AXP
1.78%
COM
PCP
1.68%
COM
C
1.67%
COM NEW
GLW
1.65%
COM
KMX
1.38%
COM
KO
1.31%
COM
GOOGL
1.3%
CAP STK CL A
AAL
1.21%
COM
HOG
1.19%
COM
BHI
1.16%
COM
WBA
1.01%
COM
FTI
0.82%
COM
SLB
0.73%
COM
NE
0.48%
SHS USD
QCOM
0.32%
COM
NKE
0.31%
CL B
SPY
0.27%
TR UNIT
JNJ
0.25%
COM
UNP
0.24%
COM
SPY
0.24%
PUT
MCD
0.23%
COM
ESV
0.22%
SHS CLASS A
GE
0.21%
COM
NEE
0.2%
COM
BRK.A
0.19%
CL A
XOM
0.18%
COM
GHY
0.18%
COM
HD
0.17%
COM
PG
0.16%
COM
ABBV
0.15%
COM
ALL
0.14%
COM
ABT
0.12%
COM
PEP
0.12%
COM
ED
0.12%
COM
M
0.12%
COM
VEU
0.1%
ALLWRLD EX US
IBM
0.1%
COM
ARDC
0.1%
COM
ERC
0.09%
COM SHS
BGH
0.09%
COM
MIN
0.09%
SH BEN INT
DSU
0.09%
COM
VTI
0.09%
TOTAL STK MKT
UTX
0.09%
COM
MCR
0.09%
SH BEN INT
FRA
0.08%
COM
MMT
0.07%
SH BEN INT
VWO
0.07%
FTSE EMR MKT ETF
HIO
0.07%
COM
HTR
0.07%
COM
LLY
0.07%
COM
LOV
0.07%
COM
GFY
0.06%
COM
TSI
0.06%
COM
IVV
0.06%
CORE S&P500 ETF
DFS
0.06%
COM
EVG
0.06%
COM
CSCO
0.06%
COM
CVX
0.06%
COM
EFA
0.05%
MSCI EAFE ETF
MMM
0.05%
COM
OIH
0.05%
OIL SVCS ETF
VNQ
0.05%
REIT ETF
MHY
0.05%
COM
HNW
0.05%
COM
VCR
0.04%
CONSUM DIS ETF
PFE
0.04%
COM
WEC
0.04%
COM
MAN
0.04%
COM
ROST
0.04%
COM
MSFT
0.04%
COM
INTC
0.04%
COM
NOV
0.03%
COM
RDS/A
0.03%
SPONS ADR A
AMGN
0.03%
COM
DE
0.03%
COM
COP
0.03%
COM
BP
0.03%
SPONSORED ADR
FDX
0.03%
COM
CAT
0.03%
COM
VZ
0.03%
COM
TJX
0.03%
COM
DO
0.02%
COM
DOW
0.02%
COM
VB
0.02%
SMALL CP ETF
EMR
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
MRK
0.02%
COM
XRT
0.02%
S&P RETAIL ETF
KMB
0.02%
COM
T
0.02%
COM
AEE
0.02%
COM
PSX
0.02%
COM
TGT
0.01%
COM
NTRS
0.01%
COM
GWW
0.01%
COM
CMCSA
0.01%
CL A
MDT
0.01%
SHS
ISD
0.01%
COM
BGT
0.01%
COM
GOOG
1.69%
CL C
EXPD
1.53%
COM
GOOGL
1.07%
CL A
VIAB
1.01%
CL B
OCN
0.06%
COM NEW