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
$19.1B
$4.34 Million 0.04% of portfolio
55,916
Q1 2025 Added 7.58%
$75.8B
$3.99 Million 0.04% of portfolio
33,983
Q1 2025 Added 24.39%
$8.32B
$4.63 Million 0.04% of portfolio
27,807
Q1 2025 Added 2.12%
$6.91B
$4.17 Million 0.04% of portfolio
115,287
Q1 2025 Added 1.66%
$37.6B
$3.98 Million 0.04% of portfolio
17,781
Q1 2025 Added 2.53%
$1.24B
$3.99 Million 0.04% of portfolio
19,065
Q1 2025 Added 31.11%
$23.5B
$3.67 Million 0.04% of portfolio
11,084
Q1 2025 Added 1.94%
$38.7B
$3.77 Million 0.04% of portfolio
20,803
Q1 2025 Added 3.05%
$19.6B
$3.85 Million 0.04% of portfolio
65,370
Q1 2025 Added 17.52%
$10B
$4.39 Million 0.04% of portfolio
15,414
Q1 2025 Added 2.82%
$1.33B
$3.88 Million 0.04% of portfolio
118,440
Q1 2025 New
$11.9B
$3.83 Million 0.04% of portfolio
197,324
Q1 2025 Added 1,850.03%
$25.2B
$4.03 Million 0.04% of portfolio
17,817
Q1 2025 Added 2.84%
$18B
$4.15 Million 0.04% of portfolio
50,376
Q1 2025 Added 2.19%
$9.52B
$4.23 Million 0.04% of portfolio
9,006
Q1 2025 Added 0.76%
$13.8B
$4.18 Million 0.04% of portfolio
35,836
Q1 2025 Added 25.3%
$2.11B
$4.38 Million 0.04% of portfolio
276,574
Q1 2025 Reduced 3.49%
$22.2B
$4.48 Million 0.04% of portfolio
33,220
Q1 2025 Added 9.5%
$4.41B
$3.75 Million 0.04% of portfolio
76,409
Q1 2025 New
$25.4B
$4.56 Million 0.04% of portfolio
21,964
Q1 2025 Added 3.42%
$18.9B
$3.04 Million 0.03% of portfolio
22,623
Q1 2025 Reduced 1.34%
$9.94B
$3.61 Million 0.03% of portfolio
190,481
Q1 2025 Reduced 1.34%
$6.87B
$3.23 Million 0.03% of portfolio
15,843
Q1 2025 Added 9.74%
$546M
$3.26 Million 0.03% of portfolio
44,556
Q1 2025 Reduced 0.88%
$11.6B
$3.45 Million 0.03% of portfolio
126,700
Q1 2025 New
$4.87B
$3.16 Million 0.03% of portfolio
18,049
Q1 2025 New
$275M
$2.71 Million 0.03% of portfolio
189,751
Q1 2025 Added 9.36%
$446M
$2.84 Million 0.03% of portfolio
101,929
Q1 2025 Added 1.32%
$7.13B
$2.63 Million 0.03% of portfolio
50,212
Q1 2025 New
$32.7B
$3.35 Million 0.03% of portfolio
34,796
Q1 2025 Added 2.86%
$106B
$3.56 Million 0.03% of portfolio
13,441
Q1 2025 Added 1.86%
$29.8B
$2.68 Million 0.03% of portfolio
38,745
Q1 2025 Reduced 4.28%
$4.35B
$3.01 Million 0.03% of portfolio
23,468
Q1 2025 Added 44.87%
$1.29B
$2.95 Million 0.03% of portfolio
126,297
Q1 2025 Reduced 61.04%
$975M
$3.18 Million 0.03% of portfolio
43,922
Q1 2025 New
$21.7B
$2.8 Million 0.03% of portfolio
83,304
Q1 2025 Added 0.29%
$5.16B
$2.95 Million 0.03% of portfolio
33,502
Q1 2025 New
$312M
$3.43 Million 0.03% of portfolio
212,393
Q1 2025 Reduced 0.11%
$21.1B
$2.83 Million 0.03% of portfolio
8,307
Q1 2025 Added 5.92%
$3.82B
$3.63 Million 0.03% of portfolio
6,985
Q1 2025 New
$3.82B
$2.79 Million 0.03% of portfolio
59,449
Q1 2025 Reduced 63.95%
$12.2B
$3.62 Million 0.03% of portfolio
35,379
Q1 2025 Reduced 1.36%
$8.46B
$2.83 Million 0.03% of portfolio
31,982
Q1 2025 Added 6.07%
$14.4B
$2.69 Million 0.03% of portfolio
25,740
Q1 2025 Reduced 0.02%
$890M
$2.99 Million 0.03% of portfolio
122,706
Q1 2025 New
$58.2B
$3.26 Million 0.03% of portfolio
18,900
Q1 2025 Added 29.9%
$101B
$2.84 Million 0.03% of portfolio
8,066
Q1 2025 Added 573.85%
$43.2B
$2.64 Million 0.03% of portfolio
12,181
Q1 2025 New
$4.45B
$3.46 Million 0.03% of portfolio
65,735
Q1 2025 New

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
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