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
$92.8B
$3.34 Million 0.03% of portfolio
13,537
Q2 2025 Reduced 63.05%
$13.3B
$3.94 Million 0.03% of portfolio
23,942
Q2 2025 Added 49.65%
$16.7B
$3.48 Million 0.03% of portfolio
36,295
Q2 2025 Added 2.59%
$17.3B
$3.14 Million 0.03% of portfolio
8,404
Q2 2025 Added 1.17%
$1.34B
$3.75 Million 0.03% of portfolio
119,710
Q2 2025 Added 1.07%
$45.5B
$3.78 Million 0.03% of portfolio
10,784
Q2 2025 Reduced 42.94%
$19.8B
$3.95 Million 0.03% of portfolio
22,467
Q2 2025 Reduced 0.69%
$1.93B
$3.28 Million 0.03% of portfolio
91,350
Q2 2025 New
$6.46B
$3.43 Million 0.03% of portfolio
47,256
Q2 2025 Added 3.86%
$20.4B
$3.42 Million 0.03% of portfolio
29,933
Q2 2025 Added 0.24%
$446M
$3 Million 0.03% of portfolio
107,507
Q2 2025 Added 5.47%
$7.65B
$3.83 Million 0.03% of portfolio
15,582
Q2 2025 Reduced 1.65%
$20.8B
$3.72 Million 0.03% of portfolio
53,764
Q2 2025 New
$12.3B
$3.69 Million 0.03% of portfolio
20,741
Q2 2025 New
$55.6B
$3.89 Million 0.03% of portfolio
11,931
Q2 2025 Reduced 46.41%
$32.3B
$3.06 Million 0.03% of portfolio
33,586
Q2 2025 Reduced 3.48%
$0
$3.76 Million 0.03% of portfolio
153,721
Q2 2025 Reduced 0.41%
$5.07B
$3.55 Million 0.03% of portfolio
40,804
Q2 2025 Added 21.8%
$1.74B
$2.01 Million 0.02% of portfolio
17,432
Q2 2025 Reduced 1.59%
$6.73B
$2.35 Million 0.02% of portfolio
13,015
Q2 2025 Reduced 0.99%
$26B
$1.97 Million 0.02% of portfolio
17,729
Q2 2025 Added 1.24%
$3.36B
$1.91 Million 0.02% of portfolio
29,656
Q2 2025 Reduced 3.42%
$28.9B
$1.98 Million 0.02% of portfolio
19,272
Q2 2025 Added 8.97%
$16.8B
$2.02 Million 0.02% of portfolio
21,977
Q2 2025 Added 0.1%
$0
$2.05 Million 0.02% of portfolio
35,639
Q2 2025 Added 13.54%
$0
$1.92 Million 0.02% of portfolio
40,419
Q2 2025 Added 10.68%
$3.03B
$2.16 Million 0.02% of portfolio
177,771
Q2 2025 Reduced 1.63%
$801M
$1.72 Million 0.02% of portfolio
59,901
Q2 2025 Added 0.33%
$9.68B
$2.28 Million 0.02% of portfolio
40,812
Q2 2025 Reduced 0.23%
$0
$2.41 Million 0.02% of portfolio
43,884
Q2 2025 Added 76.49%
$145B
$2.4 Million 0.02% of portfolio
6,731
Q2 2025 Added 1.4%
$0
$1.94 Million 0.02% of portfolio
6,370
Q2 2025 Reduced 7.36%
$8.04B
$1.94 Million 0.02% of portfolio
18,729
Q2 2025 Added 3.79%
$0
$2.23 Million 0.02% of portfolio
43,879
Q2 2025 Reduced 11.92%
$0
$2.84 Million 0.02% of portfolio
25,996
Q2 2025 Reduced 24.7%
$5.54B
$2.48 Million 0.02% of portfolio
38,353
Q2 2025 Reduced 1.53%
$15.5B
$2.01 Million 0.02% of portfolio
6,403
Q2 2025 Reduced 2.66%
$5.67B
$2.08 Million 0.02% of portfolio
45,331
Q2 2025 Added 42.42%
$0
$2.75 Million 0.02% of portfolio
7,845
Q2 2025 Reduced 3.03%
$0
$1.71 Million 0.02% of portfolio
65,747
Q2 2025 Added 4.24%
$729M
$2.42 Million 0.02% of portfolio
54,253
Q2 2025 Reduced 0.86%
$31.4B
$2.45 Million 0.02% of portfolio
75,253
Q2 2025 New
$0
$1.81 Million 0.02% of portfolio
19,066
Q2 2025 Added 24.68%
$0
$2.4 Million 0.02% of portfolio
54,586
Q2 2025 Reduced 4.17%
$0
$2.45 Million 0.02% of portfolio
57,278
Q2 2025 Added 6.28%
$1.8B
$2.39 Million 0.02% of portfolio
72,349
Q2 2025 Added 9.61%
$355M
$1.71 Million 0.02% of portfolio
45,058
Q2 2025 New
$15.9B
$2.34 Million 0.02% of portfolio
24,512
Q2 2025 Added 1.24%
$3.86B
$2.13 Million 0.02% of portfolio
15,669
Q2 2025 Reduced 1.85%

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
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