Zacks Investment Management Portfolio Holdings

Zacks Investment Management

  • $11.4 Billion
  • Q2 2025

Zacks Investment Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.4 Billion distributed in 692 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $508M, Nvidia Corp with a value of $446M, Jpmorgan Chase & CO with a value of $355M, Apple Inc. with a value of $310M, and Alphabet Inc. with a value of $274M.

Examining the 13F form we can see an increase of $895M in the current position value, from $10.5B to 11.4B.

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 $11.4 Billion
Technology: $2.75 Billion
Financial Services: $1.83 Billion
Industrials: $1.32 Billion
Healthcare: $1.17 Billion
Communication Services: $1.06 Billion
Consumer Defensive: $876 Million
Consumer Cyclical: $816 Million
Energy: $470 Million
Other: $1.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.11B
$5.16 Million 0.05% of portfolio
26,211
Q2 2025 New
$3.09B
$5.25 Million 0.05% of portfolio
39,736
Q2 2025 Added 0.01%
$15.1B
$6.12 Million 0.05% of portfolio
35,902
Q2 2025 Added 0.18%
$116B
$5.67 Million 0.05% of portfolio
18,607
Q2 2025 Reduced 7.0%
$15.7B
$5.91 Million 0.05% of portfolio
105,731
Q2 2025 Added 0.2%
$0
$4.15 Million 0.04% of portfolio
98,141
Q2 2025 Added 45.56%
$10.1B
$4.23 Million 0.04% of portfolio
15,462
Q2 2025 Added 0.31%
$1.24B
$4.28 Million 0.04% of portfolio
19,011
Q2 2025 Reduced 0.28%
$0
$4.74 Million 0.04% of portfolio
63,239
Q2 2025 Reduced 1.1%
$16.1B
$4.07 Million 0.04% of portfolio
55,392
Q2 2025 Reduced 0.94%
$39.9B
$4.6 Million 0.04% of portfolio
17,818
Q2 2025 Added 0.21%
$12.2B
$4.14 Million 0.04% of portfolio
195,276
Q2 2025 Reduced 1.04%
$33.8B
$4.32 Million 0.04% of portfolio
20,630
Q2 2025 Reduced 0.83%
$79.7B
$4.09 Million 0.04% of portfolio
9,727
Q2 2025 Reduced 74.45%
$53.3B
$4.86 Million 0.04% of portfolio
24,157
Q2 2025 Added 1.16%
$23.3B
$4.61 Million 0.04% of portfolio
11,279
Q2 2025 Added 1.76%
$25.6B
$4.9 Million 0.04% of portfolio
22,465
Q2 2025 Added 2.28%
$11.4B
$4.52 Million 0.04% of portfolio
43,868
Q2 2025 New
$5.05B
$4.23 Million 0.04% of portfolio
17,259
Q2 2025 Reduced 2.18%
$24B
$4.69 Million 0.04% of portfolio
50,637
Q2 2025 Added 48.7%
$0
$4.16 Million 0.04% of portfolio
9,801
Q2 2025 Reduced 11.32%
$5.96B
$4.43 Million 0.04% of portfolio
30,492
Q2 2025 Reduced 8.85%
$0
$4.13 Million 0.04% of portfolio
7,270
Q2 2025 Reduced 7.86%
$9.07B
$5.07 Million 0.04% of portfolio
177,171
Q2 2025 Added 0.81%
$177B
$4.65 Million 0.04% of portfolio
13,280
Q2 2025 Reduced 1.2%
$9.75B
$4.86 Million 0.04% of portfolio
132,690
Q2 2025 Reduced 1.15%
$25.1B
$4.22 Million 0.04% of portfolio
18,095
Q2 2025 Added 1.56%
$0
$4.11 Million 0.04% of portfolio
6,619
Q2 2025 Added 11.81%
$13.6B
$5.08 Million 0.04% of portfolio
18,805
Q2 2025 New
$4.47B
$3.51 Million 0.03% of portfolio
78,303
Q2 2025 Added 2.48%
$0
$3.78 Million 0.03% of portfolio
81,838
Q2 2025 Added 4.77%
$11.6B
$3.54 Million 0.03% of portfolio
119,232
Q2 2025 Reduced 5.89%
$1.98B
$3.22 Million 0.03% of portfolio
280,200
Q2 2025 Added 1.31%
$11.8B
$3.06 Million 0.03% of portfolio
71,262
Q2 2025 Added 28.34%
$0
$2.93 Million 0.03% of portfolio
26,837
Q2 2025 Reduced 14.12%
$7.8B
$3.27 Million 0.03% of portfolio
31,248
Q2 2025 Reduced 2.3%
$0
$3.91 Million 0.03% of portfolio
7,081
Q2 2025 Reduced 26.54%
$569M
$3.05 Million 0.03% of portfolio
265,947
Q2 2025 New
$512M
$3.93 Million 0.03% of portfolio
42,159
Q2 2025 Reduced 5.38%
$1.05B
$3.66 Million 0.03% of portfolio
411,027
Q2 2025 Reduced 1.06%
$44.9B
$2.95 Million 0.03% of portfolio
14,147
Q2 2025 Added 16.14%
$1.86B
$2.86 Million 0.03% of portfolio
23,388
Q2 2025 Added 7.51%
$8.28B
$2.94 Million 0.03% of portfolio
34,897
Q2 2025 New
$21.2B
$3.41 Million 0.03% of portfolio
66,083
Q2 2025 Added 1.09%
$0
$3.87 Million 0.03% of portfolio
44,254
Q2 2025 Reduced 5.96%
$11.8B
$3.69 Million 0.03% of portfolio
13,357
Q2 2025 Added 3.1%
$1.03B
$3.36 Million 0.03% of portfolio
42,978
Q2 2025 Reduced 2.15%
$0
$3.44 Million 0.03% of portfolio
108,397
Q2 2025 Added 234.1%
$26.9B
$3.94 Million 0.03% of portfolio
36,970
Q2 2025 Reduced 34.7%

Summary

  • Portfolio
  • No. of Stocks 692
  • Current Value $11.4 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 138 stocks
  • Additional Purchases 271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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