Zacks Investment Management Portfolio Holdings

Zacks Investment Management

  • $12.1 Billion
  • Q3 2025

Zacks Investment Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $12.1 Billion distributed in 734 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $541M, Microsoft Corp with a value of $532M, Apple Inc. with a value of $406M, Jpmorgan Chase & CO with a value of $387M, and Alphabet Inc. with a value of $378M.

Examining the 13F form we can see an increase of $758M in the current position value, from $11.4B to 12.1B.

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 $12.1 Billion
Technology: $3.02 Billion
Financial Services: $1.95 Billion
Industrials: $1.41 Billion
Healthcare: $1.23 Billion
Communication Services: $1.2 Billion
Consumer Cyclical: $927 Million
Consumer Defensive: $876 Million
Energy: $468 Million
Other: $1.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$541 Million 4.46% of portfolio
2,897,567
Q3 2025 Added 2.54%
$3.78T
$532 Million 4.39% of portfolio
1,026,852
Q3 2025 Added 0.55%
$4.3T
$406 Million 3.35% of portfolio
1,596,292
Q3 2025 Added 5.54%
$881B
$387 Million 3.19% of portfolio
1,227,047
Q3 2025 Added 0.24%
$1.65T
$378 Million 3.12% of portfolio
1,553,250
Q3 2025 Reduced 0.16%
$1.37T
$347 Million 2.87% of portfolio
472,926
Q3 2025 Added 39.87%
$2.39T
$239 Million 1.97% of portfolio
1,086,827
Q3 2025 Reduced 0.33%
$139B
$233 Million 1.92% of portfolio
705,049
Q3 2025 Reduced 0.26%
$279B
$212 Million 1.75% of portfolio
2,055,849
Q3 2025 Added 1.44%
$367B
$209 Million 1.72% of portfolio
515,079
Q3 2025 Added 1.43%
$291B
$201 Million 1.66% of portfolio
422,182
Q3 2025 Reduced 0.45%
$346B
$188 Million 1.55% of portfolio
1,224,030
Q3 2025 Added 1.1%
$414B
$182 Million 1.51% of portfolio
787,774
Q3 2025 Reduced 3.91%
$522B
$164 Million 1.36% of portfolio
887,164
Q3 2025 Added 1.01%
$490B
$164 Million 1.35% of portfolio
1,450,134
Q3 2025 Reduced 0.29%
$319B
$160 Million 1.32% of portfolio
2,343,396
Q3 2025 Reduced 0.25%
$62.7B
$141 Million 1.16% of portfolio
1,711,386
Q3 2025 Added 1.22%
$237B
$133 Million 1.1% of portfolio
818,425
Q3 2025 Added 0.29%
$49.1B
$128 Million 1.06% of portfolio
106,731
Q3 2025 Reduced 2.04%
$1.29T
$128 Million 1.06% of portfolio
287,570
Q3 2025 Added 4.73%
$113B
$119 Million 0.98% of portfolio
1,256,601
Q3 2025 Reduced 1.41%
$413B
$116 Million 0.95% of portfolio
2,241,869
Q3 2025 Added 0.11%
$266B
$104 Million 0.86% of portfolio
369,883
Q3 2025 Added 0.35%
$224B
$102 Million 0.84% of portfolio
335,375
Q3 2025 Added 1.56%
$98.6B
$100 Million 0.83% of portfolio
1,058,122
Q3 2025 Reduced 19.38%
$94.5B
$100 Million 0.83% of portfolio
294,411
Q3 2025 Added 0.7%
$89.3B
$94.6 Million 0.78% of portfolio
868,546
Q3 2025 Reduced 0.53%
$29.5B
$92.6 Million 0.76% of portfolio
142,574
Q3 2025 Added 0.04%
$172B
$92.2 Million 0.76% of portfolio
2,096,985
Q3 2025 Added 0.77%
$54.4B
$92 Million 0.76% of portfolio
296,878
Q3 2025 Reduced 0.73%
$39.9B
$89.7 Million 0.74% of portfolio
864,706
Q3 2025 Added 0.58%
$204B
$88.7 Million 0.73% of portfolio
631,628
Q3 2025 Added 2.51%
$317B
$88.4 Million 0.73% of portfolio
1,054,462
Q3 2025 Added 0.66%
$971B
$86.8 Million 0.72% of portfolio
113,698
Q3 2025 Added 3.88%
$62.3B
$87.6 Million 0.72% of portfolio
778,866
Q3 2025 Added 0.4%
$235B
$86.3 Million 0.71% of portfolio
1,028,720
Q3 2025 Added 1.54%
$61.6B
$84.3 Million 0.7% of portfolio
2,978,283
Q3 2025 Added 0.4%
$306B
$83.4 Million 0.69% of portfolio
1,257,493
Q3 2025 Reduced 0.34%
$74.3B
$81.9 Million 0.68% of portfolio
407,789
Q3 2025 Added 2.04%
$187B
$81.2 Million 0.67% of portfolio
488,207
Q3 2025 Reduced 21.21%
$0
$76.3 Million 0.63% of portfolio
761,200
Q3 2025 Reduced 0.07%
$593B
$74.9 Million 0.62% of portfolio
266,411
Q3 2025 Added 4.81%
$29.2B
$72.1 Million 0.6% of portfolio
1,619,164
Q3 2025 Added 0.24%
$181B
$72.6 Million 0.6% of portfolio
2,569,892
Q3 2025 Reduced 12.34%
$300B
$72.9 Million 0.6% of portfolio
211,123
Q3 2025 Added 69.92%
$67.6B
$71.2 Million 0.59% of portfolio
1,474,103
Q3 2025 Added 0.5%
$141B
$68.8 Million 0.57% of portfolio
2,699,064
Q3 2025 Added 1.56%
$255B
$66.5 Million 0.55% of portfolio
200,309
Q3 2025 Added 0.86%
$228B
$63.9 Million 0.53% of portfolio
477,169
Q3 2025 Reduced 13.69%

Summary

  • Portfolio
  • No. of Stocks 734
  • Current Value $12.1 Billion
  • Prior Value $11.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 166 stocks
  • Additional Purchases 325 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 218 stocks
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