Zacks Investment Management

Investment Portfolio & 13F Holdings Analysis

About

ZACKS INVESTMENT MANAGEMENT is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 651 holdings worth $10.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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MICROSOFT CORP

MSFT|594918104

1069480(-1.0%)

Value:

$401.5B(-11.8%)

Apple Inc.

AAPL|037833100

1482799(+2.8%)

Value:

$329.4B(-8.8%)

JPMORGAN CHASE & CO

JPM|46625H100

1222042(+2.5%)

Value:

$299.8B(+4.9%)

NVIDIA CORP

NVDA|67066G104

2725232(-4.2%)

Value:

$295.4B(-22.6%)

PROCTER & GAMBLE Co

PG|742718109

1225282(+2.0%)

Value:

$208.8B(+3.7%)

AMAZON COM INC

AMZN|023135106

1081659(+2.4%)

Value:

$205.8B(-11.2%)

Meta Platforms, Inc.

META|30303M102

336842(+2.1%)

Value:

$194.1B(+0.5%)

HOME DEPOT, INC.

HD|437076102

509483(+1.9%)

Value:

$186.7B(-4.0%)

Alphabet Inc.

GOOGL|02079K305

1196040(-2.1%)

Value:

$185.0B(-20.0%)

Walmart Inc.

WMT|931142103

2019684(+2.8%)

Value:

$177.3B(-0.1%)

EXXON MOBIL CORP

XOM|30231G102

1440550(+2.0%)

Value:

$171.3B(+12.7%)

AbbVie Inc.

ABBV|00287Y109

815053(+7.7%)

Value:

$170.8B(+27.0%)

JOHNSON & JOHNSON

JNJ|478160104

871393(+5.3%)

Value:

$144.5B(+20.7%)

CATERPILLAR INC

CAT|149123101

421139(+1.1%)

Value:

$138.9B(-8.0%)

CISCO SYSTEMS, INC.

CSCO|17275R102

2227771(+8.8%)

Value:

$137.5B(+13.4%)

METLIFE INC

MET|59156R108

1680379(+1.9%)

Value:

$134.9B(-0.0%)

BlackRock, Inc.

BLK|09290D101

139673(+1.3%)

Value:

$132.2B(-6.5%)

CONOCOPHILLIPS

COP|20825C104

1241710(+4.1%)

Value:

$130.4B(+10.3%)

Philip Morris International Inc.

PM|718172109

810668(+1.4%)

Value:

$128.7B(+33.8%)

Parker-Hannifin Corp

PH|701094104

206585(+1.6%)

Value:

$125.6B(-2.9%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.1M	QoQ -0.99% (-10.7K) YoY +4.79% (-48.9K)	All Managers (Combined)	$401.5M	QoQ -11.82% (-$53.8M) YoY -6.49% (-$27.9M)
Apple Inc.(AAPLcusip037833100)	1.5M	QoQ +2.80% (-40.5K) YoY +9.91% (+133.7K)	All Managers (Combined)	$329.4M	QoQ -8.80% (-$31.8M) YoY +42.37% (+$98.0M)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.2M	QoQ +2.54% (+30.3K) YoY +7.26% (+82.8K)	All Managers (Combined)	$299.8M	QoQ +4.93% (+$14.1M) YoY +31.36% (+$71.6M)
Nvidia Corp(NVDAcusip67066G104)	2.7M	QoQ -4.16% (-118.5K) YoY +758.14% (+2.4M)	All Managers (Combined)	$295.4M	QoQ -22.65% (-$86.5M) YoY +2.93% (+$8.4M)
Procter & Gamble Co(PGcusip742718109)	1.2M	QoQ +2.02% (+24.3K) YoY +6.86% (+78.8K)	All Managers (Combined)	$208.8M	QoQ +3.70% (+$7.5M) YoY +12.25% (+$22.8M)
Amazon Com Inc(AMZNcusip023135106)	1.1M	QoQ +2.35% (-24.9K) YoY +8.40% (+83.9K)	All Managers (Combined)	$205.8M	QoQ -11.23% (-$26.0M) YoY +14.34% (+$25.8M)
Meta Platforms, Inc.(METAcusip30303M102)	336.8K	QoQ +2.09% (+6.9K) YoY -1.54% (-5.3K)	All Managers (Combined)	$194.1M	QoQ +0.49% (+$956.7K) YoY +16.86% (-$28.0M)
Home Depot, Inc.(HDcusip437076102)	509.5K	QoQ +1.92% (-9.6K) YoY +7.27% (+34.5K)	All Managers (Combined)	$186.7M	QoQ -3.97% (-$7.7M) YoY +2.48% (+$4.5M)
Alphabet Inc.(GOOGLcusip02079K305)	1.2M	QoQ -2.11% (-25.9K) YoY +3.52% (+40.7K)	All Managers (Combined)	$185.0M	QoQ -20.03% (-$46.4M) YoY +6.07% (+$10.6M)
Walmart Inc.(WMTcusip931142103)	2.0M	QoQ +2.77% (-54.5K) YoY +6.59% (+124.9K)	All Managers (Combined)	$177.3M	QoQ -0.13% (-$247.5K) YoY +55.52% (+$63.3M)
Exxon Mobil Corp(XOMcusip30231G102)	1.4M	QoQ +1.97% (+27.9K) YoY +13.29% (+169.0K)	All Managers (Combined)	$171.3M	QoQ +12.74% (+$19.4M) YoY +15.91% (+$23.5M)
Abbvie Inc.(ABBVcusip00287Y109)	815.1K	QoQ +7.68% (+58.2K) YoY +12.68% (+91.8K)	All Managers (Combined)	$170.8M	QoQ +26.97% (+$36.3M) YoY +29.65% (+$39.1M)
Johnson & Johnson(JNJcusip478160104)	871.4K	QoQ +5.29% (+43.8K) YoY +4.84% (+40.3K)	All Managers (Combined)	$144.5M	QoQ +20.74% (+$24.8M) YoY +9.91% (+$13.0M)
Caterpillar Inc(CATcusip149123101)	421.1K	QoQ +1.15% (-4.8K) YoY -19.17% (-99.9K)	All Managers (Combined)	$138.9M	QoQ -8.03% (-$12.1M) YoY -27.25% (-$52.0M)
Cisco Systems, Inc.(CSCOcusip17275R102)	2.2M	QoQ +8.76% (+179.5K) YoY +20.20% (+374.4K)	All Managers (Combined)	$137.5M	QoQ +13.37% (+$16.2M) YoY +48.61% (+$45.0M)
Metlife Inc(METcusip59156R108)	1.7M	QoQ +1.93% (-31.8K) YoY +6.38% (+100.8K)	All Managers (Combined)	$134.9M	QoQ -0.04% (-$66.4K) YoY +15.25% (+$17.9M)
Blackrock, Inc.(BLKcusip09290D101)	139.7K	QoQ +1.27% (-1.8K) YoY NEW(+139.7K)	All Managers (Combined)	$132.2M	QoQ -6.49% (-$9.2M) YoY NEW(+$132.2M)
Conocophillips(COPcusip20825C104)	1.2M	QoQ +4.13% (+49.3K) YoY +4.56% (-54.2K)	All Managers (Combined)	$130.4M	QoQ +10.27% (+$12.2M) YoY -13.72% (-$20.7M)
Philip Morris International Inc.(PMcusip718172109)	810.7K	QoQ +1.45% (+11.6K) YoY +4.06% (+31.7K)	All Managers (Combined)	$128.7M	QoQ +33.81% (+$32.5M) YoY +80.28% (+$57.3M)
Parker-Hannifin Corp(PHcusip701094104)	206.6K	QoQ +1.59% (-3.3K) YoY +130.07% (+116.8K)	All Managers (Combined)	$125.6M	QoQ -2.90% (-$3.8M) YoY +151.62% (+$75.7M)