Zacks Investment Management Portfolio Holdings

Zacks Investment Management

  • $10.5 Billion
  • Q1 2025

Zacks Investment Management has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.5 Billion distributed in 651 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $401M, Apple Inc. with a value of $329M, Jpmorgan Chase & CO with a value of $300M, Nvidia Corp with a value of $295M, and Procter & Gamble CO with a value of $209M.

Examining the 13F form we can see an decrease of $69.9M in the current position value, from $10.5B to 10.5B.

Zacks Investment Management is based out at Chicago, IL

Below you can find more details about Zacks Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $10.5 Billion
Technology: $2.16 Billion
Financial Services: $1.72 Billion
Healthcare: $1.28 Billion
Industrials: $1.14 Billion
Consumer Defensive: $885 Million
Communication Services: $847 Million
Consumer Cyclical: $778 Million
Energy: $507 Million
Other: $1.15 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$151B
$56.7 Million 0.54% of portfolio
120,785
Q1 2025 Added 5,335.87%
$139B
$55.6 Million 0.53% of portfolio
101,002
Q1 2025 Added 8.32%
$104B
$53.9 Million 0.52% of portfolio
898,465
Q1 2025 Added 1.53%
$236B
$54.4 Million 0.52% of portfolio
202,100
Q1 2025 Added 2.89%
$22.5B
$52.3 Million 0.5% of portfolio
254,674
Q1 2025 Added 4.73%
$26.7B
$50.8 Million 0.49% of portfolio
137,456
Q1 2025 Added 2.75%
$72.5B
$51.1 Million 0.49% of portfolio
1,737,794
Q1 2025 Added 1.82%
$75B
$51.1 Million 0.49% of portfolio
637,785
Q1 2025 Added 1.36%
$38.9B
$50.3 Million 0.48% of portfolio
406,879
Q1 2025 Added 3.1%
$136B
$49.8 Million 0.48% of portfolio
444,773
Q1 2025 Added 32.78%
$119B
$50.4 Million 0.48% of portfolio
560,400
Q1 2025 Added 4.66%
$296B
$49 Million 0.47% of portfolio
292,694
Q1 2025 Added 2.86%
$123B
$48.8 Million 0.47% of portfolio
109,294
Q1 2025 Reduced 18.85%
$49.1B
$47.6 Million 0.46% of portfolio
151,963
Q1 2025 Added 7,688.98%
$62.5B
$47.9 Million 0.46% of portfolio
202,447
Q1 2025 Added 5.5%
$153B
$47.5 Million 0.45% of portfolio
1,287,323
Q1 2025 Added 5.43%
$75.9B
$44.3 Million 0.42% of portfolio
182,972
Q1 2025 Added 3.19%
$125B
$43.6 Million 0.42% of portfolio
142,624
Q1 2025 Added 0.49%
$90.1B
$42.4 Million 0.41% of portfolio
98,910
Q1 2025 Added 3.88%
$119B
$41.7 Million 0.4% of portfolio
86,050
Q1 2025 Added 63.43%
$20B
$39.4 Million 0.38% of portfolio
1,127,425
Q1 2025 Added 11.13%
$10.9B
$39.8 Million 0.38% of portfolio
349,463
Q1 2025 Added 1.49%
$282B
$40.2 Million 0.38% of portfolio
150,736
Q1 2025 Added 0.49%
$302B
$39.1 Million 0.37% of portfolio
463,195
Q1 2025 Added 20.73%
$15.1B
$36.2 Million 0.35% of portfolio
556,851
Q1 2025 Added 1.86%
$422B
$37.1 Million 0.35% of portfolio
39,210
Q1 2025 Added 1.49%
$12.7B
$35.5 Million 0.34% of portfolio
562,397
Q1 2025 Added 9.22%
$37.3B
$35.8 Million 0.34% of portfolio
479,745
Q1 2025 Added 5.76%
$9.38B
$36 Million 0.34% of portfolio
409,143
Q1 2025 Added 2.64%
$260B
$35.8 Million 0.34% of portfolio
133,368
Q1 2025 Added 53.58%
$671B
$36 Million 0.34% of portfolio
257,186
Q1 2025 Reduced 56.47%
$180B
$36.1 Million 0.34% of portfolio
508,399
Q1 2025 Added 1.46%
$57.6B
$36 Million 0.34% of portfolio
74,320
Q1 2025 Added 2.88%
$50.8B
$34.1 Million 0.33% of portfolio
162,816
Q1 2025 Reduced 3.22%
$572B
$33.3 Million 0.32% of portfolio
94,951
Q1 2025 Added 79.76%
$178B
$33.9 Million 0.32% of portfolio
108,607
Q1 2025 Added 6.39%
$142B
$33.3 Million 0.32% of portfolio
162,281
Q1 2025 Reduced 24.4%
$36.6B
$33.6 Million 0.32% of portfolio
138,394
Q1 2025 Added 3.43%
$166B
$31.5 Million 0.3% of portfolio
217,333
Q1 2025 Reduced 44.03%
$24.5B
$31.3 Million 0.3% of portfolio
2,085,122
Q1 2025 Added 0.98%
$142B
$30 Million 0.29% of portfolio
246,469
Q1 2025 Added 2.97%
$92B
$30.1 Million 0.29% of portfolio
64,722
Q1 2025 Added 2.69%
$223B
$30.7 Million 0.29% of portfolio
231,993
Q1 2025 Added 4.62%
$45.1B
$30.4 Million 0.29% of portfolio
291,886
Q1 2025 Added 5.95%
$160B
$29.5 Million 0.28% of portfolio
94,533
Q1 2025 Added 3.44%
$10.2B
$28.1 Million 0.27% of portfolio
1,478,783
Q1 2025 Added 3.58%
$88B
$26.4 Million 0.25% of portfolio
103,766
Q1 2025 Added 2.61%
$41.8B
$26.4 Million 0.25% of portfolio
191,960
Q1 2025 Added 53.78%
$25.1B
$25.7 Million 0.25% of portfolio
150,116
Q1 2025 Added 0.73%

Summary

  • Portfolio
  • No. of Stocks 651
  • Current Value $10.5 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 114 stocks
  • Additional Purchases 343 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
Track This Portfolio

Track Zacks Investment Management Portfolio

Follow Zacks Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zacks Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Zacks Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email