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
$7.19B
$3.36 Million 0.03% of portfolio
17,644
Q1 2025 Added 4.98%
$7.33B
$3.49 Million 0.03% of portfolio
172,926
Q1 2025 Added 24.63%
$18.6B
$3.59 Million 0.03% of portfolio
29,861
Q1 2025 Added 6.22%
$1.96B
$2.2 Million 0.02% of portfolio
180,710
Q1 2025 New
$996M
$2.08 Million 0.02% of portfolio
85,557
Q1 2025 Added 584.24%
$7.93B
$1.7 Million 0.02% of portfolio
28,688
Q1 2025 Added 3.31%
$3.96B
$2.05 Million 0.02% of portfolio
30,707
Q1 2025 Added 3.67%
$827M
$2.2 Million 0.02% of portfolio
68,419
Q1 2025 Reduced 2.6%
$1.04B
$2.51 Million 0.02% of portfolio
415,432
Q1 2025 Added 33.61%
$8.91B
$2.03 Million 0.02% of portfolio
40,908
Q1 2025 Added 3.84%
$1.64B
$1.72 Million 0.02% of portfolio
33,541
Q1 2025 Added 16.5%
$19.7B
$2.55 Million 0.02% of portfolio
7,910
Q1 2025 Reduced 0.9%
$410M
$1.75 Million 0.02% of portfolio
42,327
Q1 2025 Reduced 0.74%
$406M
$2.27 Million 0.02% of portfolio
102,767
Q1 2025 Added 1.54%
$2.53B
$1.69 Million 0.02% of portfolio
168,138
Q1 2025 Added 24.62%
$5.13B
$2.12 Million 0.02% of portfolio
15,964
Q1 2025 Added 0.6%
$630M
$1.6 Million 0.02% of portfolio
60,918
Q1 2025 Added 16.76%
$912M
$1.87 Million 0.02% of portfolio
54,723
Q1 2025 New
$152B
$1.8 Million 0.02% of portfolio
6,638
Q1 2025 Reduced 0.11%
$10.8B
$1.66 Million 0.02% of portfolio
23,458
Q1 2025 Added 16.13%
$34.3B
$2.51 Million 0.02% of portfolio
18,082
Q1 2025 New
$4.38B
$2.16 Million 0.02% of portfolio
37,070
Q1 2025 New
$5.08B
$2.05 Million 0.02% of portfolio
283,081
Q1 2025 New
$6.81B
$2.28 Million 0.02% of portfolio
39,268
Q1 2025 Added 5.66%
$2.22B
$1.73 Million 0.02% of portfolio
66,004
Q1 2025 New
$7.17B
$2.46 Million 0.02% of portfolio
222,606
Q1 2025 Reduced 12.01%
$544M
$1.72 Million 0.02% of portfolio
42,933
Q1 2025 Added 20.34%
$2.69B
$2.14 Million 0.02% of portfolio
19,105
Q1 2025 Added 5.19%
$8.21B
$1.81 Million 0.02% of portfolio
18,045
Q1 2025 Reduced 4.83%
$18.2B
$2.44 Million 0.02% of portfolio
15,999
Q1 2025 Added 44.77%
$9.93B
$2 Million 0.02% of portfolio
6,578
Q1 2025 Reduced 7.39%
$5.21B
$1.74 Million 0.02% of portfolio
31,828
Q1 2025 New
$1.76B
$1.91 Million 0.02% of portfolio
48,238
Q1 2025 New
$15.4B
$1.92 Million 0.02% of portfolio
24,211
Q1 2025 Added 4.31%
$1.86B
$2.56 Million 0.02% of portfolio
21,754
Q1 2025 Added 1.74%
$7.27B
$1.96 Million 0.02% of portfolio
13,145
Q1 2025 Added 52.56%
$18.3B
$1.72 Million 0.02% of portfolio
21,956
Q1 2025 Reduced 4.85%
$494M
$1.77 Million 0.02% of portfolio
159,184
Q1 2025 Added 3.63%
$500M
$2.05 Million 0.02% of portfolio
66,304
Q1 2025 Added 19.9%
$29.4B
$2.18 Million 0.02% of portfolio
17,512
Q1 2025 Added 3.03%
$6.81B
$1.95 Million 0.02% of portfolio
9,429
Q1 2025 New
$703M
$1.83 Million 0.02% of portfolio
69,448
Q1 2025 New
$1.76B
$1.75 Million 0.02% of portfolio
17,714
Q1 2025 Added 94.21%
$4.71B
$2.09 Million 0.02% of portfolio
23,031
Q1 2025 New
$693M
$1.76 Million 0.02% of portfolio
59,704
Q1 2025 New
$13.9B
$2.35 Million 0.02% of portfolio
12,956
Q1 2025 Reduced 4.43%
$6.54B
$2.38 Million 0.02% of portfolio
45,498
Q1 2025 Added 4.53%
$3.68B
$2.18 Million 0.02% of portfolio
13,664
Q1 2025 Added 7.96%
$6.31B
$1.79 Million 0.02% of portfolio
38,948
Q1 2025 Added 45.64%

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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