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
$636M
$1.6 Million 0.02% of portfolio
60,918
Q1 2025 Added 16.76%
$1.06B
$1.87 Million 0.02% of portfolio
54,723
Q1 2025 New
$135B
$1.8 Million 0.02% of portfolio
6,638
Q1 2025 Reduced 0.11%
$10.5B
$1.66 Million 0.02% of portfolio
23,458
Q1 2025 Added 16.13%
$31.9B
$2.51 Million 0.02% of portfolio
18,082
Q1 2025 New
$3.46B
$2.16 Million 0.02% of portfolio
37,070
Q1 2025 New
$5.08B
$2.05 Million 0.02% of portfolio
283,081
Q1 2025 New
$6.18B
$2.28 Million 0.02% of portfolio
39,268
Q1 2025 Added 5.66%
$2.13B
$1.73 Million 0.02% of portfolio
66,004
Q1 2025 New
$7.17B
$2.46 Million 0.02% of portfolio
222,606
Q1 2025 Reduced 12.01%
$483M
$1.72 Million 0.02% of portfolio
42,933
Q1 2025 Added 20.34%
$2.75B
$2.14 Million 0.02% of portfolio
19,105
Q1 2025 Added 5.19%
$0
$2.26 Million 0.02% of portfolio
75,015
Q1 2025 Reduced 3.64%
$8.76B
$1.81 Million 0.02% of portfolio
18,045
Q1 2025 Reduced 4.83%
$17.3B
$2.44 Million 0.02% of portfolio
15,999
Q1 2025 Added 44.77%
$9.36B
$2 Million 0.02% of portfolio
6,578
Q1 2025 Reduced 7.39%
$0
$1.6 Million 0.02% of portfolio
36,520
Q1 2025 Added 7.67%
$1.62B
$1.91 Million 0.02% of portfolio
48,238
Q1 2025 New
$0
$1.9 Million 0.02% of portfolio
139,341
Q1 2025 Added 7.47%
$0
$1.65 Million 0.02% of portfolio
70,438
Q1 2025 Added 12.04%
$14.2B
$1.92 Million 0.02% of portfolio
24,211
Q1 2025 Added 4.31%
$0
$2.17 Million 0.02% of portfolio
56,961
Q1 2025 Added 517.73%
$1.72B
$2.56 Million 0.02% of portfolio
21,754
Q1 2025 Added 1.74%
$7.98B
$1.96 Million 0.02% of portfolio
13,145
Q1 2025 Added 52.56%
$0
$2.15 Million 0.02% of portfolio
53,895
Q1 2025 Added 3.67%
$20.1B
$1.72 Million 0.02% of portfolio
21,956
Q1 2025 Reduced 4.85%
$557M
$1.77 Million 0.02% of portfolio
159,184
Q1 2025 Added 3.63%
$466M
$2.05 Million 0.02% of portfolio
66,304
Q1 2025 Added 19.9%
$30.3B
$2.18 Million 0.02% of portfolio
17,512
Q1 2025 Added 3.03%
$0
$1.89 Million 0.02% of portfolio
6,876
Q1 2025 Reduced 16.51%
$6.59B
$1.95 Million 0.02% of portfolio
9,429
Q1 2025 New
$676M
$1.83 Million 0.02% of portfolio
69,448
Q1 2025 New
$1.84B
$1.75 Million 0.02% of portfolio
17,714
Q1 2025 Added 94.21%
$4.42B
$2.09 Million 0.02% of portfolio
23,031
Q1 2025 New
$713M
$1.76 Million 0.02% of portfolio
59,704
Q1 2025 New
$0
$2.53 Million 0.02% of portfolio
49,817
Q1 2025 Reduced 0.77%
$12.1B
$2.35 Million 0.02% of portfolio
12,956
Q1 2025 Reduced 4.43%
$6.53B
$2.38 Million 0.02% of portfolio
45,498
Q1 2025 Added 4.53%
$3.73B
$2.18 Million 0.02% of portfolio
13,664
Q1 2025 Added 7.96%
$4.48B
$1.79 Million 0.02% of portfolio
38,948
Q1 2025 Added 45.64%
$19.8B
$653,000 0.01% of portfolio
22,312
Q1 2025 New
$1.36B
$1.3 Million 0.01% of portfolio
50,826
Q1 2025 Added 9.51%
$3.5B
$1.38 Million 0.01% of portfolio
5,582
Q1 2025 New
$1.91B
$1.49 Million 0.01% of portfolio
50,266
Q1 2025 Added 1.35%
$3.71B
$1.55 Million 0.01% of portfolio
20,303
Q1 2025 Reduced 3.6%
$11.5B
$590,000 0.01% of portfolio
1,856
Q1 2025 Reduced 2.21%
$49.2B
$526,000 0.01% of portfolio
7,048
Q1 2025 Reduced 0.8%
$1.21B
$1.15 Million 0.01% of portfolio
36,856
Q1 2025 Added 8.9%
$826M
$589,000 0.01% of portfolio
16,344
Q1 2025 Reduced 4.54%

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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