13F Filings History of ZACKS INVESTMENT MANAGEMENT
- Latest 13F filing
- Q2 2026 - 13 Aug 2026
- Latest reported 13F value
- $14,064,965,590
- Largest 13F holdings
-
AAPL NVDA GOOGL MSFT AVGO CAT JPM AMZN WMT META JNJ CSCO
+8 more
ABBV PH XOM HD PG DELL PM MET - Form 13F summary
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- ZACKS INVESTMENT MANAGEMENT Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- ZACKS INVESTMENT MANAGEMENT reported 724 equity holdings with a total reported market value of $14,064,965,590 for Q2 2026. Top reported holdings included AAPL, NVDA, GOOGL, MSFT, and AVGO.
- Manager signature
- Frank C. Lanza - Chief Compliance Officer
- Manager location
- Chicago, IL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$14,064,965,590
Quarter delta
+$1,593,621,409
Accepted
13 Aug 2026, 14:11
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 724 | $14,064,965,590 | +$908,760,961 | -$734,228,323 | +$174,532,638 | AAPL, NVDA, GOOGL, MSFT, AVGO | 13F-HR | 13 Aug 2026, 14:11 |
| Q1 2026 | 706 | $12,471,344,181 | +$687,720,806 | -$748,219,243 | -$60,498,437 | NVDA, AAPL, GOOGL, MSFT, CAT | 13F-HR | 14 May 2026, 10:51 |
| 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 |