13F Filings History of ZACKS INVESTMENT MANAGEMENT

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$12,727,950,090
Signature - Title
Frank C. Lanza - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by ZACKS INVESTMENT MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ZACKS INVESTMENT MANAGEMENT reported 723 stock holdings with total value $12,727,950,090 as of Q4 2025. Top holdings included NVDA, MSFT, GOOGL, AAPL, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 723 $12,727,950,090 +$706,008,200 -$644,368,939 +$61,639,261 NVDA, MSFT, GOOGL, AAPL, JPM 13F-HR 17 Feb 2026, 12:14
Q3 2025 738 $12,552,824,921 +$765,135,609 -$758,769,626 +$6,365,983 NVDA, MSFT, AAPL, JPM, GOOGL 13F-HR 14 Nov 2025, 17:29
Q2 2025 692 $11,689,203,374 +$616,306,700 -$505,537,399 +$110,769,301 MSFT, NVDA, JPM, AAPL, GOOGL 13F-HR 12 Aug 2025, 13:00
Q1 2025 651 $10,710,546,846 +$828,100,833 -$677,610,407 +$150,490,426 MSFT, AAPL, JPM, NVDA, PG 13F-HR 14 May 2025, 15:07
Q4 2024 665 $10,802,052,341 +$812,127,605 -$1,542,846,438 -$730,718,833 MSFT, NVDA, AAPL, JPM, AMZN 13F-HR 13 Feb 2025, 16:55
Q3 2024 678 $11,526,976,206 +$2,735,792,254 -$499,971,080 +$2,235,821,174 MSFT, NVDA, AAPL, JPM, PG 13F-HR 14 Nov 2024, 14:09
Q2 2024 608 $8,883,463,510 +$1,168,673,098 -$1,392,389,667 -$223,716,569 MSFT, NVDA, JPM, GOOGL, PG 13F-HR 14 Aug 2024, 11:45
Q1 2024 629 $9,377,242,886 +$1,048,036,229 -$514,589,346 +$533,446,883 MSFT, NVDA, AAPL, JPM, CAT 13F-HR 15 May 2024, 17:22
Q4 2023 610 $8,117,121,478 +$441,131,621 -$771,124,930 -$329,993,309 MSFT, AAPL, JPM, PG, HD 13F-HR 14 Feb 2024, 17:24
Q3 2023 600 $7,721,042,513 +$500,228,825 -$489,164,908 +$11,063,917 MSFT, AAPL, CVX, JPM, PG 13F-HR 14 Nov 2023, 16:09
Q2 2023 635 $7,964,963,389 +$568,764,618 -$449,377,532 +$119,387,086 MSFT, AAPL, PG, JPM, CVX Restatement 15 Aug 2023, 14:20
Q1 2023 625 $7,460,674,873 +$739,721,586 -$508,593,087 +$231,128,499 MSFT, AAPL, CVX, PG, JPM 13F-HR 15 May 2023, 16:19
Q4 2022 596 $7,110,242,916 +$635,225,554 -$358,507,941 +$276,717,613 MSFT, CVX, AAPL, PG, HD 13F-HR 14 Feb 2023, 15:23
Q3 2022 575 $6,254,822,000 +$646,111,929 -$422,559,123 +$223,552,806 MSFT, AAPL, CVX, PG, JNJ 13F-HR 14 Nov 2022, 17:19
Q2 2022 562 $6,554,202,000 +$724,014,901 -$387,062,446 +$336,952,455 MSFT, AAPL, CVX, PG, JNJ 13F-HR 15 Aug 2022, 12:23
Q1 2022 585 $7,205,899,000 +$764,929,124 -$464,712,280 +$300,216,844 MSFT, AAPL, CVX, PG, JPM 13F-HR 13 May 2022, 10:19
Q4 2021 599 $7,112,014,000 +$627,750,237 -$445,599,481 +$182,150,756 MSFT, AAPL, HD, PG, JPM 13F-HR 15 Feb 2022, 14:31
Q3 2021 594 $6,334,851,000 +$630,452,056 -$434,172,344 +$196,279,712 MSFT, HD, AAPL, JPM, PG 13F-HR 15 Nov 2021, 15:37
Q2 2021 570 $6,178,366,000 +$557,452,630 -$320,546,596 +$236,906,034 MSFT, HD, AAPL, JPM, PG 13F-HR 16 Aug 2021, 15:35
Q1 2021 493 $5,618,732,000 +$378,994,968 -$616,604,686 -$237,609,718 MSFT, HD, JPM, AAPL, PG 13F-HR 17 May 2021, 14:37
Q4 2020 515 $5,418,573,000 +$424,157,361 -$493,281,547 -$69,124,186 MSFT, HD, PG, AAPL, WMT 13F-HR 16 Feb 2021, 17:14
Q3 2020 498 $4,934,756,000 +$608,475,256 -$339,557,518 +$268,917,738 MSFT, HD, PG, WMT, AAPL 13F-HR 16 Nov 2020, 15:26
Q2 2020 500 $4,547,397,000 +$340,349,715 -$473,678,739 -$133,329,024 MSFT, HD, PG, WMT, JNJ 13F-HR 14 Aug 2020, 12:48
Q1 2020 492 $4,076,989,000 +$279,891,441 -$430,274,133 -$150,382,692 MSFT, PG, HD, WMT, JNJ 13F-HR 15 May 2020, 09:56
Q4 2019 528 $5,338,835,000 +$391,795,167 -$359,676,483 +$32,118,684 MSFT, PG, HD, JPM, JNJ 13F-HR 14 Feb 2020, 11:53
Q3 2019 514 $4,990,048,000 +$390,231,079 -$344,535,451 +$45,695,628 MSFT, HD, PG, WMT, JPM 13F-HR 14 Nov 2019, 17:12
Q2 2019 528 $4,874,522,000 +$391,689,472 -$352,020,024 +$39,669,448 MSFT, CSCO, HD, PG, CVX 13F-HR 14 Aug 2019, 16:14
Q1 2019 532 $4,662,180,000 +$484,641,176 -$414,019,452 +$70,621,724 MSFT, CSCO, HD, PG, CVX 13F-HR 15 May 2019, 16:35
Q4 2018 501 $4,146,486,000 +$438,922,152 -$544,913,500 -$105,991,348 MSFT, MRK, HD, PFE, CSCO 13F-HR 14 Feb 2019, 16:32
Q3 2018 518 $4,791,395,000 +$421,144,473 -$483,146,204 -$62,001,731 HD, MSFT, CSCO, MRK, PFE 13F-HR 14 Nov 2018, 13:43
Q2 2018 541 $4,595,095,000 +$387,513,690 -$347,810,660 +$39,703,030 MSFT, HD, JPM, CSCO, MRK 13F-HR 14 Aug 2018, 16:33
Q1 2018 516 $4,502,926,000 +$435,791,847 -$410,014,791 +$25,777,056 JPM, HD, MSFT, CSCO, JNJ 13F-HR 14 May 2018, 14:21
Q4 2017 563 $4,586,580,000 +$470,742,591 -$382,727,830 +$88,014,761 JPM, MSFT, HD, JNJ, CSCO 13F-HR 14 Feb 2018, 14:09
Q3 2017 573 $4,270,504,000 +$398,245,504 -$345,969,046 +$52,276,458 JPM, MSFT, HD, MRK, JNJ 13F-HR 14 Nov 2017, 09:44
Q2 2017 580 $4,035,524,000 +$374,117,520 -$344,597,217 +$29,520,303 JPM, MSFT, JNJ, MRK, HD 13F-HR 14 Aug 2017, 08:47
Q1 2017 635 $3,931,830,000 +$580,719,116 -$279,973,713 +$300,745,403 JPM, MSFT, JNJ, MRK, HD 13F-HR 15 May 2017, 14:02
Q4 2016 634 $3,484,089,000 +$419,988,331 -$592,166,172 -$172,177,841 JPM, MSFT, JNJ, MRK, VZ 13F-HR 13 Feb 2017, 14:40
Q3 2016 642 $3,535,006,000 +$499,855,485 -$332,965,626 +$166,889,859 JPM, MRK, JNJ, T, MSFT 13F-HR 14 Nov 2016, 07:59
Q2 2016 615 $3,278,948,000 +$335,573,907 -$304,494,376 +$31,079,531 T, JNJ, JPM, HD, PFE 13F-HR 15 Aug 2016, 07:48
Q1 2016 596 $3,152,277,000 +$485,147,079 -$405,290,424 +$79,856,655 HD, JPM, T, JNJ, MSFT 13F-HR 12 May 2016, 10:20
Q4 2015 552 $3,059,241,000 +$423,194,806 -$377,679,634 +$45,515,172 JPM, HD, WFC, MSFT, PFE 13F-HR 16 Feb 2016, 10:44
Q3 2015 576 $2,869,683,000 +$282,403,013 -$316,790,747 -$34,387,734 HD, JPM, WFC, PFE, JNJ 13F-HR 12 Nov 2015, 12:52
Q2 2015 615 $3,154,121,000 +$325,987,598 -$308,625,143 +$17,362,455 JPM, WFC, HD, PFE, XOM 13F-HR 12 Aug 2015, 11:50
Q1 2015 615 $3,160,634,000 +$421,813,446 -$357,687,761 +$64,125,685 WFC, HD, JPM, PFE, AGG 13F-HR 12 May 2015, 15:16
Q4 2014 619 $3,084,878,000 +$478,573,025 -$377,751,862 +$100,821,163 WFC, HD, PFE, JPM, MSFT 13F-HR 13 Feb 2015, 10:49
Q3 2014 649 $2,869,831,000 +$423,270,877 -$354,109,447 +$69,161,430 WFC, HD, CVX, PFE, AGG 13F-HR 13 Nov 2014, 14:48
Q2 2014 650 $2,803,337,000 +$422,702,078 -$364,388,080 +$58,313,998 WFC, XOM, CVX, COP, PFE 13F-HR 12 Aug 2014, 10:15
Q1 2014 655 $2,699,552,000 +$442,990,936 -$317,923,677 +$125,067,259 PFE, XOM, WFC, CVX, AGG 13F-HR 13 May 2014, 16:01
Q4 2013 651 $2,536,257,000 $0 $0 $0 XOM, CVX, PFE, WFC, AGG 13F-HR 13 Feb 2014, 11:38