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Institutional Investment Manager
Kovitz Investment Group, LLC
Kovitz Investment Group, LLC (CIK: 0001296434) incorporated in Delaware, located at 115 S. Lasalle St., Chicago, IL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 111 holdings with a total value of $1,946,885,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES RUSSELL 1000 ETF 2,945 257,000 0.01%
102 MERCURY GENL CORP NEW 6,755 256,000 0.01%
103 FEDEX CORP 2,550 250,000 0.01%
104 Duke Energy Corp 3,381 245,000 0.01%
105 APACHE CORP 3,150 243,000 0.01%
106 FISERV INC 2,729 240,000 0.01%
107 MORGAN STANLEY 10,773 237,000 0.01%
108 ISHARES TR 2,405 227,000 0.01%
109 GRAINGER W W INC 1,000 225,000 0.01%
110 PHILLIPS 66 3,077 215,000 0.01%
111 ISHARES TR 1,327 209,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-14-002834, filed 2014.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.