Zacks Investment Management

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 651
Total Value: 10710546846
Accession Number: 0001172661-25-001873
Form Type: 13F-HR
CIK: 0001086483
Manager Name: Zacks Investment Management

Data Enrichment

89% identified

577 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

651 positions • $10,710,546.846K total value

651 positions

Manager:

SEC FilingSEC DataHachi Filing

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HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

1478783(+3.6%)

Value:

$29.9B(+3.3%)

AMGEN INC

AMGN|031162100

94533(+3.4%)

Value:

$29.5B(+23.6%)

FISERV INC

FI|337738108

125291(+2.0%)

Value:

$27.7B(+9.7%)

CARDINAL HEALTH INC

CAH|14149Y108

191960(+53.8%)

Value:

$26.4B(+79.1%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

103766(+2.6%)

Value:

$26.4B(-13.1%)

HERSHEY CO

HSY|427866108

150116(+0.7%)

Value:

$25.7B(+1.7%)

STRYKER CORP

SYK|863667101

68821(+2.5%)

Value:

$25.6B(+6.0%)

TRUIST FINANCIAL CORP

TFC|89832Q109

621535(+3.6%)

Value:

$25.6B(-1.7%)

INTUIT INC.

INTU|461202103

41187(-37.8%)

Value:

$25.3B(-39.2%)

Uber Technologies, Inc

UBER|90353T100

343993(+3.1%)

Value:

$25.1B(+24.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

246523(+2.9%)

Value:

$24.9B(+16.2%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

103592(+2.6%)

Value:

$24.7B(-12.4%)

Okta, Inc.

OKTA|679295105

234311(+495.6%)

Value:

$24.7B(+695.3%)

Mastercard Inc

MA|57636Q104

44973(+0.7%)

Value:

$24.7B(+4.8%)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

599152(+1.7%)

Value:

$24.5B(-4.8%)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

477783(+2.5%)

Value:

$24.3B(+8.3%)

American Water Works Company, Inc.

AWK|030420103

161270(+8.8%)

Value:

$23.8B(+28.9%)

Fortinet, Inc.

FTNT|34959E109

246067(+3.2%)

Value:

$23.7B(+5.2%)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

115172(-40.0%)

Value:

$23.7B(-46.6%)

BERKLEY W R CORP

WRB|084423102

318842(+3.4%)

Value:

$22.7B(+25.8%)

Instrument	Shares		Other Manager	Value
Healthpeak Properties, Inc.(DOCcusip42250P103)	1.5M	QoQ +3.58% (+51.1K) YoY +47.20% (+474.2K)	All Managers (Combined)	$29.9M	QoQ +3.32% (+$962.8K) YoY +58.74% (+$11.1M)
Amgen Inc(AMGNcusip031162100)	94.5K	QoQ +3.43% (+3.1K) YoY +11.95% (+10.1K)	All Managers (Combined)	$29.5M	QoQ +23.63% (+$5.6M) YoY +22.67% (+$5.4M)
Fiserv Inc(FIcusip337738108)	125.3K	QoQ +2.05% (+2.5K) YoY +11.13% (+12.6K)	All Managers (Combined)	$27.7M	QoQ +9.71% (+$2.5M) YoY +53.55% (+$9.7M)
Cardinal Health Inc(CAHcusip14149Y108)	192.0K	QoQ +53.77% (+67.1K) YoY +7.76% (+13.8K)	All Managers (Combined)	$26.4M	QoQ +79.13% (+$11.7M) YoY +32.67% (+$6.5M)
Cadence Design Systems Inc(CDNScusip127387108)	103.8K	QoQ +2.61% (-2.6K) YoY -40.42% (-70.4K)	All Managers (Combined)	$26.4M	QoQ -13.14% (-$4.0M) YoY -51.32% (-$27.8M)
Hershey Co(HSYcusip427866108)	150.1K	QoQ +0.73% (+1.1K) YoY +5.21% (-7.4K)	All Managers (Combined)	$25.7M	QoQ +1.73% (+$437.2K) YoY -7.48% (-$2.1M)
Stryker Corp(SYKcusip863667101)	68.8K	QoQ +2.53% (+1.7K) YoY +16.55% (+9.8K)	All Managers (Combined)	$25.6M	QoQ +6.01% (+$1.5M) YoY +21.24% (+$4.5M)
Truist Financial Corp(TFCcusip89832Q109)	621.5K	QoQ +3.63% (-21.8K) YoY +22.36% (+113.6K)	All Managers (Combined)	$25.6M	QoQ -1.68% (-$439.3K) YoY +29.17% (+$5.8M)
Intuit Inc.(INTUcusip461202103)	41.2K	QoQ -37.75% (-25.0K) YoY -30.52% (-18.1K)	All Managers (Combined)	$25.3M	QoQ -39.19% (-$16.3M) YoY -34.37% (-$13.2M)
Uber Technologies, Inc(UBERcusip90353T100)	344.0K	QoQ +3.07% (+10.2K) YoY -21.80% (-95.9K)	All Managers (Combined)	$25.1M	QoQ +24.49% (+$4.9M) YoY -25.99% (-$8.8M)
Boston Scientific Corp(BSXcusip101137107)	246.5K	QoQ +2.89% (+6.9K) YoY +55.36% (+87.8K)	All Managers (Combined)	$24.9M	QoQ +16.20% (+$3.5M) YoY +128.83% (+$14.0M)
Marriott International Inc /Md/(MARcusip571903202)	103.6K	QoQ +2.57% (-2.6K) YoY -25.67% (-35.8K)	All Managers (Combined)	$24.7M	QoQ -12.40% (-$3.5M) YoY -29.82% (-$10.5M)
Okta, Inc.(OKTAcusip679295105)	234.3K	QoQ +495.60% (+195.0K) YoY +501.19% (+195.3K)	All Managers (Combined)	$24.7M	QoQ +695.28% (+$21.6M) YoY +504.64% (+$20.6M)
Mastercard Inc(MAcusip57636Q104)	45.0K	QoQ +0.66% (+296) YoY +7.19% (+3.0K)	All Managers (Combined)	$24.7M	QoQ +4.78% (+$1.1M) YoY +22.01% (+$4.4M)
Citizens Financial Group Inc/Ri(CFGcusip174610105)	599.2K	QoQ +1.70% (-10.0K) YoY +5.58% (+31.7K)	All Managers (Combined)	$24.5M	QoQ -4.77% (-$1.2M) YoY +19.19% (+$4.0M)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	477.8K	QoQ +2.49% (+11.6K) YoY +4.05% (+18.6K)	All Managers (Combined)	$24.3M	QoQ +8.33% (+$1.9M) YoY +14.96% (+$3.2M)
American Water Works Company, Inc.(AWKcusip030420103)	161.3K	QoQ +8.76% (+13.0K) YoY NEW(+161.3K)	All Managers (Combined)	$23.8M	QoQ +28.89% (+$5.3M) YoY NEW(+$23.8M)
Fortinet, Inc.(FTNTcusip34959E109)	246.1K	QoQ +3.23% (+7.7K) YoY +283.81% (+182.0K)	All Managers (Combined)	$23.7M	QoQ +5.17% (+$1.2M) YoY +440.86% (+$19.3M)
Royal Caribbean Cruises Ltd(RCLcusipV7780T103)	115.2K	QoQ -40.02% (-76.9K) YoY -28.99% (-47.0K)	All Managers (Combined)	$23.7M	QoQ -46.58% (-$20.6M) YoY +4.93% (-$1.1M)
Berkley W R Corp(WRBcusip084423102)	318.8K	QoQ +3.42% (+10.5K) YoY +81.12% (+142.8K)	All Managers (Combined)	$22.7M	QoQ +25.75% (+$4.6M) YoY +45.73% (+$7.1M)