Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Omnicom Group OMC Stock Holding History

Kovitz Investment Group Partners’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56,779
Closed -$4.63M – 1048
2025
Q3 		$4.63M Buy
56,779
+12,285
+28% +$928K 0.02% 481
2025
Q2 		$3.2M Sell
44,494
-1,336
-3% -$98.7K 0.01% 527
2025
Q1 		$3.8M Buy
45,830
+2,179
+5% +$182K 0.02% 451
2024
Q4 		$3.76M Buy
43,651
+144
+0.3% +$14.3K 0.02% 459
2024
Q3 		$4.22M Buy
43,507
+15,071
+53% +$1.45M 0.03% 369
2024
Q2 		$2.55M Buy
28,436
+285
+1% +$26.5K 0.02% 387
2024
Q1 		$2.72M Sell
28,151
-653
-2% -$58.6K 0.03% 267
2023
Q4 		$2.49M Buy
28,804
+1,435
+5% +$113K 0.04% 220
2023
Q3 		$2.04M Buy
27,369
+569
+2% +$46.9K 0.04% 232
2023
Q2 		$2.55M Sell
26,800
-244
-0.9% -$22.7K 0.04% 225
2023
Q1 		$2.55M Buy
27,044
+129
+0.5% +$11.4K 0.04% 221
2022
Q4 		$2.19M Buy
26,915
+748
+3% +$55.5K 0.04% 223
2022
Q3 		$1.65M Buy
26,167
+558
+2% +$37.8K 0.04% 232
2022
Q2 		$1.63M Buy
25,609
+909
+4% +$67.3K 0.04% 233
2022
Q1 		$2.1M Buy
+24,700
New +$1.98M 0.04% 226
2021
Q4 		– Sell
-21,665
Closed -$1.57M – 448
2021
Q3 		$1.57M Buy
+21,665
New +$1.61M 0.03% 256
2019
Q2 		– Sell
-10,031
Closed -$732K – 363
2019
Q1 		$732K Sell
10,031
-859
-8% -$64.5K 0.02% 301
2018
Q4 		$798K Sell
10,890
-2,868
-21% -$213K 0.03% 209
2018
Q3 		$935K Buy
13,758
+171
+1% +$12K 0.04% 96
2018
Q2 		$1.04M Buy
13,587
+3,091
+29% +$228K 0.05% 91
2018
Q1 		$763K Buy
+10,496
New +$787K 0.04% 97

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's OMC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 56,779 shares — an estimated $4.63M sold.

Kovitz Investment Group Partners first reported a position in OMC in Q1 2018 and held it in 21 quarters. The position peaked at $4.63M in Q3 2025. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 56,779 Omnicom Group shares in Q4 2025, an estimated $4.63M.
  • Kovitz Investment Group Partners first reported a position in Omnicom Group in Q1 2018 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Omnicom Group position peaked at $4.63M in Q3 2025.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.