Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kinder Morgan KMI Stock Holding History

Kovitz Investment Group Partners’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Buy
10,110
+2,130
+27% +$66.6K 0.01% 436
2025
Q4 		$219K Sell
7,980
-353,073
-98% -$9.54M ﹤0.01% 458
2025
Q3 		$10.2M Sell
361,053
-6,680
-2% -$183K 0.04% 328
2025
Q2 		$10.8M Sell
367,733
-14,634
-4% -$402K 0.05% 296
2025
Q1 		$10.9M Sell
382,367
-8,872
-2% -$246K 0.05% 254
2024
Q4 		$10.7M Buy
391,239
+57,798
+17% +$1.51M 0.05% 251
2024
Q3 		$6.75M Buy
333,441
+319,667
+2,321% +$6.73M 0.05% 293
2024
Q2 		$274K Buy
+13,774
New +$263K ﹤0.01% 746
2022
Q2 		– Sell
-17,864
Closed -$338K – 415
2022
Q1 		$338K Buy
+17,864
New +$314K 0.01% 372
2021
Q4 		– Sell
-15,654
Closed -$262K – 438
2021
Q3 		$262K Sell
15,654
-33,180
-68% -$564K 0.01% 398
2021
Q2 		$890K Buy
48,834
+3,605
+8% +$64.3K 0.02% 310
2021
Q1 		$753K Buy
+45,229
New +$691K 0.02% 309
2019
Q4 		– Sell
-29,402
Closed -$606K – 376
2019
Q3 		$606K Sell
29,402
-190
-0.6% -$3.9K 0.02% 310
2019
Q2 		$618K Buy
29,592
+8,917
+43% +$180K 0.02% 302
2019
Q1 		$414K Buy
+20,675
New +$386K 0.01% 321

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners's KMI Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Kinder Morgan (KMI) stake by 27% in Q1 2026, buying an estimated $66.6K and bringing the position to 10,110 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #436.

Kovitz Investment Group Partners first reported a position in KMI in Q1 2019 and has held it in 15 quarters since. The position peaked at $10.9M in Q1 2025. 1,836 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Kovitz Investment Group Partners held 10,110 shares of Kinder Morgan worth $339K as of Q1 2026.
  • Kovitz Investment Group Partners bought 2,130 Kinder Morgan shares in Q1 2026, an estimated $66.6K.
  • Kinder Morgan made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #436 holding.
  • Kovitz Investment Group Partners first reported a position in Kinder Morgan in Q1 2019 and has held it in 15 quarters since.
  • Kovitz Investment Group Partners's Kinder Morgan position peaked at $10.9M in Q1 2025.
  • 1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.