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Zacks Investment Management

CIK:0001086483
Asset Manager
$12B AUM
692 holdings
Chicago, IL, United States
Founded:1992
122 employees
zacksim.com
Latest filing:Jun 30, 2025

Zacks Investment Management (ZIM) is a Chicago-based SEC-registered investment adviser founded in January 1992. It is wholly owned by Zacks Investment Research, Inc., which is controlled principally by Mitch Zacks and a Zacks family trust. ZIM serves a broad client base, including individuals, high-net-worth investors, institutions, and subadvisory partners, delivering both discretionary investment advisory and model portfolio services. The firm employs over 120 professionals as of 2025, combining quantitative models and qualitative expertise to build portfolios across multiple asset classes.

Investment Strategy

Zacks Investment Management applies a quantitative, research-driven strategy that relies heavily on proprietary earnings estimates, revisions, and multi-factor models. The firm offers diversified, actively managed portfolios for clients, tailored to each investor’s risk tolerance and investment goals. Its strategies utilize both U.S. and international equities, fixed income, and ETFs. ZIM also develops custom indices and provides model portfolios to other institutions. The firm’s approach emphasizes portfolio customization, risk management, daily monitoring and automatic rebalancing, and can incorporate tax-loss harvesting. Its ETF products use screens for earnings consistency, stability, valuation, and improving fundamentals, blending quantitative selection with the portfolio manager’s qualitative judgment.

Latest 13F Filing Activity

Zacks Investment Management filed their most recent 13F report on Jun 30, 2025 disclosing 685 equity positions with a total 13F market value of $12B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Alphabet Inc. among other positions. Zacks Investment Management reduced exposure to Unitedhealth Group Inc., Dow Inc., Eastman Chem Co. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$151.1M
M
MSFTMICROSOFT CORP
+$106.5M
G
GOOGLALPHABET INC
+$89.2M
A
AVGOBROADCOM INC
+$77.4M
M
METAMETA PLATFORMS INC
+$55.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$78.4M
D
DOWDOW INC
-$39.0M
E
EMNEASTMAN CHEM CO
-$35.6M
F
FFORD MTR CO
-$20.5M
A
AAPLAPPLE INC
-$19.0M

Top Holdings

M
MSFTMICROSOFT CORP
+4.3%$508.0M
N
NVDANVIDIA CORPORATION
+3.8%$446.5M
J
JPMJPMORGAN CHASE & CO.
+3.0%$354.9M
A
AAPLAPPLE INC
+2.7%$310.3M
G
GOOGLALPHABET INC
+2.3%$274.2M

Equity Positions (685)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP4.35%$508.0M1,021,261$173.07$497.41+$106.5M
N
NVDA
NVIDIA CORPORATION3.82%$446.5M2,825,852$29.22$157.99+$151.1M
J
JPM
JPMORGAN CHASE & CO.3.04%$354.9M1,224,100$108.31$289.91+$55.1M
A
AAPL
APPLE INC2.65%$310.3M1,512,558$232.44$205.17-$19.0M
G
GOOGL
ALPHABET INC2.35%$274.2M1,555,800$115.54$176.23+$89.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.5%
NATIONAL COMMERCIAL BANKS
+7.0%
SEMICONDUCTORS & RELATED DEVICES
+6.4%
PHARMACEUTICAL PREPARATIONS
+5.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.1%

Investment Team (11)

NameRoleLocationLinkedIn
A
Atanu Ghosh		Portfolio ManagerChicago, IL , United States
Junkai Qian
Junkai Qian		Quantitative AnalystChicago, IL , United States
P
Paul Mangiardi		Vice President - Investment AdvisorChicago, IL , United States
Prasanth Sankar
Prasanth Sankar		Quantitative Analyst and Portfolio ManagerChicago, IL , United States
George Fludas
George Fludas		Client Portfolio ManagerChicago, IL , United States
Gowtham Selvi
Gowtham Selvi		Quantitative AnalystChicago, IL , United States
Radhika Mahadevia
Radhika Mahadevia		Quantitative AnalystChampaign, IL , United States
Stephen Philip
Stephen Philip		Investment Consultant and Regional Vice PresidentChicago, IL , United States
Tharake Wijenayake
Tharake Wijenayake		Quantitative AnalystChicago, IL , United States
Yoni Maltsman
Yoni Maltsman		Quantitative AnalystPittsburgh, PA , United States
Showing 1-10 of 11 team members