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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38B
$6.01 Million 0.06% of portfolio
22,262
Q1 2025 New
$0
$4.91 Million 0.05% of portfolio
62,221
Q1 2025 Reduced 16.31%
$9.94B
$5.4 Million 0.05% of portfolio
88,746
Q1 2025 Added 46.8%
$54B
$4.95 Million 0.05% of portfolio
23,881
Q1 2025 Added 26.61%
$0
$4.83 Million 0.05% of portfolio
206,414
Q1 2025 Added 0.45%
$11.9B
$5.34 Million 0.05% of portfolio
459,221
Q1 2025 Reduced 3.77%
$3.18B
$5.52 Million 0.05% of portfolio
39,732
Q1 2025 Added 0.39%
$5.82B
$4.84 Million 0.05% of portfolio
48,607
Q1 2025 New
$15.8B
$5.71 Million 0.05% of portfolio
70,116
Q1 2025 Reduced 5.73%
$8.63B
$4.98 Million 0.05% of portfolio
18,892
Q1 2025 Added 2.13%
$102B
$5.75 Million 0.05% of portfolio
28,529
Q1 2025 Reduced 7.26%
$0
$4.87 Million 0.05% of portfolio
167,744
Q1 2025 Added 0.17%
$3.87B
$5.04 Million 0.05% of portfolio
253,792
Q1 2025 Reduced 0.34%
$8.44B
$5.11 Million 0.05% of portfolio
134,231
Q1 2025 Added 1.42%
$19B
$5.55 Million 0.05% of portfolio
33,536
Q1 2025 Reduced 0.31%
$0
$5.25 Million 0.05% of portfolio
114,953
Q1 2025 Reduced 3.06%
$0
$3.85 Million 0.04% of portfolio
102,831
Q1 2025 Added 9.93%
$8.2B
$4.69 Million 0.04% of portfolio
175,753
Q1 2025 Added 4.0%
$19.6B
$4.34 Million 0.04% of portfolio
55,916
Q1 2025 Added 7.58%
$73.8B
$3.99 Million 0.04% of portfolio
33,983
Q1 2025 Added 24.39%
$8.54B
$4.63 Million 0.04% of portfolio
27,807
Q1 2025 Added 2.12%
$6.12B
$4.17 Million 0.04% of portfolio
115,287
Q1 2025 Added 1.66%
$36.2B
$3.98 Million 0.04% of portfolio
17,781
Q1 2025 Added 2.53%
$0
$4.52 Million 0.04% of portfolio
9,639
Q1 2025 Added 20.25%
$1.16B
$3.99 Million 0.04% of portfolio
19,065
Q1 2025 Added 31.11%
$21B
$3.67 Million 0.04% of portfolio
11,084
Q1 2025 Added 1.94%
$37B
$3.77 Million 0.04% of portfolio
20,803
Q1 2025 Added 3.05%
$18.4B
$3.85 Million 0.04% of portfolio
65,370
Q1 2025 Added 17.52%
$0
$4.38 Million 0.04% of portfolio
63,940
Q1 2025 Reduced 11.88%
$9.76B
$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
$0
$3.99 Million 0.04% of portfolio
11,052
Q1 2025 Reduced 51.79%
$10.4B
$3.83 Million 0.04% of portfolio
197,324
Q1 2025 Added 1,850.03%
$23.8B
$4.03 Million 0.04% of portfolio
17,817
Q1 2025 Added 2.84%
$0
$4.05 Million 0.04% of portfolio
47,061
Q1 2025 Added 11.94%
$18.5B
$4.15 Million 0.04% of portfolio
50,376
Q1 2025 Added 2.19%
$8.78B
$4.23 Million 0.04% of portfolio
9,006
Q1 2025 Added 0.76%
$12.8B
$4.18 Million 0.04% of portfolio
35,836
Q1 2025 Added 25.3%
$0
$4.05 Million 0.04% of portfolio
7,890
Q1 2025 Added 20.16%
$6.18B
$4.23 Million 0.04% of portfolio
33,453
Q1 2025 Reduced 16.16%
$2.44B
$4.38 Million 0.04% of portfolio
276,574
Q1 2025 Reduced 3.49%
$20.2B
$4.48 Million 0.04% of portfolio
33,220
Q1 2025 Added 9.5%
$4.27B
$3.75 Million 0.04% of portfolio
76,409
Q1 2025 New
$27.5B
$4.56 Million 0.04% of portfolio
21,964
Q1 2025 Added 3.42%
$17.7B
$3.04 Million 0.03% of portfolio
22,623
Q1 2025 Reduced 1.34%
$0
$3.18 Million 0.03% of portfolio
78,114
Q1 2025 Added 2.93%
$0
$3.41 Million 0.03% of portfolio
154,356
Q1 2025 Reduced 3.85%
$7.82B
$3.61 Million 0.03% of portfolio
190,481
Q1 2025 Reduced 1.34%
$6.59B
$3.23 Million 0.03% of portfolio
15,843
Q1 2025 Added 9.74%

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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