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
$73.1B
$3.34 Million 0.03% of portfolio
13,537
Q2 2025 Reduced 63.05%
$8.47B
$3.94 Million 0.03% of portfolio
23,942
Q2 2025 Added 49.65%
$18.5B
$3.48 Million 0.03% of portfolio
36,295
Q2 2025 Added 2.59%
$16.5B
$3.14 Million 0.03% of portfolio
8,404
Q2 2025 Added 1.17%
$1.18B
$3.75 Million 0.03% of portfolio
119,710
Q2 2025 Added 1.07%
$43.8B
$3.78 Million 0.03% of portfolio
10,784
Q2 2025 Reduced 42.94%
$22.1B
$3.95 Million 0.03% of portfolio
22,467
Q2 2025 Reduced 0.69%
$1.72B
$3.28 Million 0.03% of portfolio
91,350
Q2 2025 New
$5.89B
$3.43 Million 0.03% of portfolio
47,256
Q2 2025 Added 3.86%
$22.5B
$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%
$7.46B
$3.83 Million 0.03% of portfolio
15,582
Q2 2025 Reduced 1.65%
$16.9B
$3.72 Million 0.03% of portfolio
53,764
Q2 2025 New
$11.5B
$3.69 Million 0.03% of portfolio
20,741
Q2 2025 New
$54.5B
$3.89 Million 0.03% of portfolio
11,931
Q2 2025 Reduced 46.41%
$33.1B
$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%
$5.38B
$3.55 Million 0.03% of portfolio
40,804
Q2 2025 Added 21.8%
$1.82B
$2.01 Million 0.02% of portfolio
17,432
Q2 2025 Reduced 1.59%
$4.52B
$2.35 Million 0.02% of portfolio
13,015
Q2 2025 Reduced 0.99%
$22.2B
$1.97 Million 0.02% of portfolio
17,729
Q2 2025 Added 1.24%
$2.36B
$1.91 Million 0.02% of portfolio
29,656
Q2 2025 Reduced 3.42%
$30.3B
$1.98 Million 0.02% of portfolio
19,272
Q2 2025 Added 8.97%
$16.3B
$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%
$2.75B
$2.16 Million 0.02% of portfolio
177,771
Q2 2025 Reduced 1.63%
$890M
$1.72 Million 0.02% of portfolio
59,901
Q2 2025 Added 0.33%
$10.2B
$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%
$149B
$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%
$8.43B
$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%
$3.14B
$2.48 Million 0.02% of portfolio
38,353
Q2 2025 Reduced 1.53%
$18.3B
$2.01 Million 0.02% of portfolio
6,403
Q2 2025 Reduced 2.66%
$5.58B
$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%
$820M
$2.42 Million 0.02% of portfolio
54,253
Q2 2025 Reduced 0.86%
$29.2B
$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%
$2.01B
$2.39 Million 0.02% of portfolio
72,349
Q2 2025 Added 9.61%
$358M
$1.71 Million 0.02% of portfolio
45,058
Q2 2025 New
$19.2B
$2.34 Million 0.02% of portfolio
24,512
Q2 2025 Added 1.24%
$2.95B
$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
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