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
$20.1B
$1.35 Million 0.01% of portfolio
18,822
Q2 2025 Reduced 3.0%
$1.05B
$1.4 Million 0.01% of portfolio
77,217
Q2 2025 New
$10.8B
$1.15 Million 0.01% of portfolio
17,928
Q2 2025 New
$0
$699,000 0.01% of portfolio
27,308
Q2 2025 Added 8.45%
$134B
$638,000 0.01% of portfolio
2,777
Q2 2025 Reduced 5.12%
$2.42B
$1.49 Million 0.01% of portfolio
71,887
Q2 2025 New
$0
$880,000 0.01% of portfolio
11,961
Q2 2025 Added 56.29%
$63.1B
$759,000 0.01% of portfolio
5,649
Q2 2025 Added 6.63%
$4.14B
$1.17 Million 0.01% of portfolio
10,541
Q2 2025 Reduced 55.08%
$0
$1.29 Million 0.01% of portfolio
31,869
Q2 2025 Added 30.51%
$989M
$1.5 Million 0.01% of portfolio
46,595
Q2 2025 Reduced 0.63%
$15B
$684,000 0.01% of portfolio
8,475
Q2 2025 Reduced 87.91%
$1.43B
$937,000 0.01% of portfolio
31,882
Q2 2025 Reduced 7.46%
$5B
$664,000 0.01% of portfolio
18,250
Q2 2025 Added 28.39%
$0
$1.6 Million 0.01% of portfolio
6,318
Q2 2025 Reduced 13.94%
$15.8B
$614,000 0.01% of portfolio
3,789
Q2 2025 Added 50.3%
$5.34B
$1.64 Million 0.01% of portfolio
102,435
Q2 2025 New
$26.2B
$883,000 0.01% of portfolio
6,673
Q2 2025 Added 189.38%
$1.82B
$1.36 Million 0.01% of portfolio
51,369
Q2 2025 Reduced 78.46%
$0
$650,000 0.01% of portfolio
2,904
Q4 2024 Added 0.14%
$46B
$949,000 0.01% of portfolio
87,546
Q2 2025 Reduced 95.9%
$0
$980,000 0.01% of portfolio
22,904
Q2 2025 Added 29.34%
$251M
$1.61 Million 0.01% of portfolio
205,845
Q2 2025 New
$2.22B
$597,000 0.01% of portfolio
13,484
Q2 2025 Added 6.38%
$457M
$1.16 Million 0.01% of portfolio
22,470
Q2 2025 New
$0
$1.62 Million 0.01% of portfolio
124,331
Q2 2025 Reduced 10.77%
$212B
$740,000 0.01% of portfolio
5,968
Q2 2025 Added 31.8%
$5.66B
$1.12 Million 0.01% of portfolio
20,173
Q2 2025 Reduced 39.85%
$4.26B
$1.48 Million 0.01% of portfolio
282,510
Q2 2025 Added 32.97%
$0
$1.36 Million 0.01% of portfolio
46,321
Q2 2025 Reduced 8.55%
$3.04B
$1.3 Million 0.01% of portfolio
29,234
Q2 2025 New
$405M
$668,000 0.01% of portfolio
90,859
Q2 2025 Reduced 1.02%
$0
$917,000 0.01% of portfolio
34,850
Q2 2025 Reduced 50.52%
$0
$913,000 0.01% of portfolio
18,980
Q2 2025 Reduced 1.4%
$49.6B
$787,000 0.01% of portfolio
13,929
Q2 2025 New
$24.8B
$580,000 0.01% of portfolio
14,422
Q2 2025 Added 104.57%
$0
$717,000 0.01% of portfolio
10,001
Q2 2025 Added 18.52%
$1.1B
$1.4 Million 0.01% of portfolio
64,984
Q2 2025 New
$10.1B
$1.25 Million 0.01% of portfolio
22,760
Q2 2025 Reduced 2.98%
$1.65B
$722,000 0.01% of portfolio
82,472
Q2 2025 Reduced 3.1%
$3.77B
$1.14 Million 0.01% of portfolio
34,019
Q2 2025 New
$911M
$1.23 Million 0.01% of portfolio
142,327
Q2 2025 New
$6.57B
$1.26 Million 0.01% of portfolio
210,250
Q2 2025 Reduced 2.27%
$165M
$1.04 Million 0.01% of portfolio
275,238
Q2 2025 Reduced 1.51%
$733M
$572,000 0.01% of portfolio
22,702
Q2 2025 Reduced 7.06%
$4.43B
$1.55 Million 0.01% of portfolio
13,412
Q2 2025 New
$4.9B
$945,000 0.01% of portfolio
2,177
Q2 2025 Reduced 68.83%
$580M
$907,000 0.01% of portfolio
21,392
Q2 2025 Reduced 50.17%
$86.6B
$1.19 Million 0.01% of portfolio
5,577
Q2 2025 New

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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