Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ZACKS INVESTMENT MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2026-03-31)

ZACKS INVESTMENT MANAGEMENT (CIK 1086483) reported $12.47B across 703 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($488.7M, 3.92%), AAPL ($436.7M, 3.50%), GOOGL ($429.0M, 3.44%), MSFT ($408.5M, 3.28%), CAT ($296.3M, 2.38%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$488.7M3.92%2.8MTrimmed
2AAPLAPPLE INC$436.7M3.50%1.7MAdded
3GOOGLALPHABET INC$429.0M3.44%1.5MTrimmed
4MSFTMICROSOFT CORP$408.5M3.28%1.1MAdded
5CATCATERPILLAR INC$296.3M2.38%418,264Trimmed
6JPMJPMORGAN CHASE & CO$268.5M2.15%912,899Trimmed
7WMTWALMART INC$259.5M2.08%2.1MTrimmed
8XOMEXXON MOBIL CORP$255.5M2.05%1.5MTrimmed
9AVGOBROADCOM INC$242.2M1.94%782,470Added
10METAMETA PLATFORMS INC$238.1M1.91%416,169Trimmed
11AMZNAMAZON COM INC$237.9M1.91%1.1MAdded
12JNJJOHNSON & JOHNSON$214.0M1.72%875,528Trimmed
13PHPARKER-HANNIFIN CORP$183.7M1.47%205,176Trimmed
14CSCOCISCO SYS INC$180.6M1.45%2.3MTrimmed
15ABBVABBVIE INC$177.4M1.42%815,533Added
16PGPROCTER & GAMBLE CO$170.3M1.37%1.2MAdded
17HDHOME DEPOT INC$166.7M1.34%506,933Trimmed
18COPCONOCOPHILLIPS$163.8M1.31%1.2MAdded
19BLKBLACKROCK INC$133.1M1.07%138,443Trimmed
20PMPHILIP MORRIS INTL INC$132.6M1.06%801,874Trimmed
21MRKMERCK & CO INC$130.5M1.05%1.1MAdded
22METMETLIFE INC$117.8M0.94%1.7MTrimmed
23BACBANK AMERICA CORP$109.4M0.88%2.2MTrimmed
24TSLATESLA INC$105.8M0.85%284,469Trimmed
25EMEEMCOR GROUP INC$105.8M0.85%143,248Trimmed

Source: SEC Form 13F filings · as of 2026-03-31