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
Q2 		$373K Buy
11,682
+1,572
+16% +$50.7K 0.01% 412
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's KMI Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Kinder Morgan (KMI) stake by 16% in Q2 2026, buying an estimated $50.7K and bringing the position to 11,682 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #412.

Kovitz Investment Group Partners first reported a position in KMI in Q1 2019 and has held it in 16 quarters since. The position peaked at $10.9M in Q1 2025. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Kovitz Investment Group Partners held 11,682 shares of Kinder Morgan worth $373K as of Q2 2026.
  • Kovitz Investment Group Partners bought 1,572 Kinder Morgan shares in Q2 2026, an estimated $50.7K.
  • Kinder Morgan made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #412 holding.
  • Kovitz Investment Group Partners first reported a position in Kinder Morgan in Q1 2019 and has held it in 16 quarters since.
  • Kovitz Investment Group Partners's Kinder Morgan position peaked at $10.9M in Q1 2025.
  • 1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.