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
$492M
$3.26 Million 0.03% of portfolio
44,556
Q1 2025 Reduced 0.88%
$10.8B
$3.45 Million 0.03% of portfolio
126,700
Q1 2025 New
$4.65B
$3.16 Million 0.03% of portfolio
18,049
Q1 2025 New
$277M
$2.71 Million 0.03% of portfolio
189,751
Q1 2025 Added 9.36%
$446M
$2.84 Million 0.03% of portfolio
101,929
Q1 2025 Added 1.32%
$6.57B
$2.63 Million 0.03% of portfolio
50,212
Q1 2025 New
$0
$3.2 Million 0.03% of portfolio
34,523
Q1 2025 Added 45.75%
$33.7B
$3.35 Million 0.03% of portfolio
34,796
Q1 2025 Added 2.86%
$108B
$3.56 Million 0.03% of portfolio
13,441
Q1 2025 Added 1.86%
$25.7B
$2.68 Million 0.03% of portfolio
38,745
Q1 2025 Reduced 4.28%
$4.36B
$3.01 Million 0.03% of portfolio
23,468
Q1 2025 Added 44.87%
$1.23B
$2.95 Million 0.03% of portfolio
126,297
Q1 2025 Reduced 61.04%
$0
$3.27 Million 0.03% of portfolio
31,249
Q1 2025 Reduced 24.15%
$1.01B
$3.18 Million 0.03% of portfolio
43,922
Q1 2025 New
$19.1B
$2.8 Million 0.03% of portfolio
83,304
Q1 2025 Added 0.29%
$5.3B
$2.95 Million 0.03% of portfolio
33,502
Q1 2025 New
$18.6B
$2.83 Million 0.03% of portfolio
8,307
Q1 2025 Added 5.92%
$3.61B
$3.63 Million 0.03% of portfolio
6,985
Q1 2025 New
$3.66B
$2.79 Million 0.03% of portfolio
59,449
Q1 2025 Reduced 63.95%
$0
$3.33 Million 0.03% of portfolio
5,920
Q1 2025 Reduced 13.21%
$11.6B
$3.62 Million 0.03% of portfolio
35,379
Q1 2025 Reduced 1.36%
$8.54B
$2.83 Million 0.03% of portfolio
31,982
Q1 2025 Added 6.07%
$13.5B
$2.69 Million 0.03% of portfolio
25,740
Q1 2025 Reduced 0.02%
$798M
$2.99 Million 0.03% of portfolio
122,706
Q1 2025 New
$37.1B
$3.26 Million 0.03% of portfolio
18,900
Q1 2025 Added 29.9%
$103B
$2.84 Million 0.03% of portfolio
8,066
Q1 2025 Added 573.85%
$39.1B
$2.64 Million 0.03% of portfolio
12,181
Q1 2025 New
$4.22B
$3.46 Million 0.03% of portfolio
65,735
Q1 2025 New
$7.13B
$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%
$18.8B
$3.59 Million 0.03% of portfolio
29,861
Q1 2025 Added 6.22%
$1.82B
$2.2 Million 0.02% of portfolio
180,710
Q1 2025 New
$878M
$2.08 Million 0.02% of portfolio
85,557
Q1 2025 Added 584.24%
$0
$2.5 Million 0.02% of portfolio
67,423
Q1 2025 Added 106.43%
$0
$2.05 Million 0.02% of portfolio
91,460
Q1 2025 Added 2.16%
$7.17B
$1.7 Million 0.02% of portfolio
28,688
Q1 2025 Added 3.31%
$4.06B
$2.05 Million 0.02% of portfolio
30,707
Q1 2025 Added 3.67%
$841M
$2.2 Million 0.02% of portfolio
68,419
Q1 2025 Reduced 2.6%
$882M
$2.51 Million 0.02% of portfolio
415,432
Q1 2025 Added 33.61%
$9.27B
$2.03 Million 0.02% of portfolio
40,908
Q1 2025 Added 3.84%
$1.5B
$1.72 Million 0.02% of portfolio
33,541
Q1 2025 Added 16.5%
$17.9B
$2.55 Million 0.02% of portfolio
7,910
Q1 2025 Reduced 0.9%
$386M
$1.75 Million 0.02% of portfolio
42,327
Q1 2025 Reduced 0.74%
$344M
$2.27 Million 0.02% of portfolio
102,767
Q1 2025 Added 1.54%
$0
$1.83 Million 0.02% of portfolio
21,454
Q1 2025 Reduced 60.87%
$0
$2.57 Million 0.02% of portfolio
8,090
Q1 2025 Reduced 77.28%
$2.7B
$1.69 Million 0.02% of portfolio
168,138
Q1 2025 Added 24.62%
$4.85B
$2.12 Million 0.02% of portfolio
15,964
Q1 2025 Added 0.6%
$4.59B
$1.93 Million 0.02% of portfolio
8,757
Q1 2025 Added 1.73%

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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