ZACKS INVESTMENT MANAGEMENT

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$7.97B
13F filings
1
Latest filing
Aug 15, 2023

Top 10 holdings

MSFT $348.20M
4.37% of AUM
AAPL $280.27M
3.52% of AUM
PG $172.40M
2.16% of AUM
JPM $168.41M
2.11% of AUM
CVX $167.09M
2.10% of AUM
PEP $158.54M
1.99% of AUM
WMT $143.25M
1.80% of AUM
XOM $141.77M
1.78% of AUM
HD $140.04M
1.76% of AUM
JNJ $138.98M
1.74% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from ZACKS INVESTMENT MANAGEMENT. Reported assets under management total $7.97B.

View live ZACKS INVESTMENT MANAGEMENT filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does ZACKS INVESTMENT MANAGEMENT have under management?
Per ZACKS INVESTMENT MANAGEMENT's most recent SEC Form 13F filing dated Aug 15, 2023, total assets under management are $7.97B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has ZACKS INVESTMENT MANAGEMENT submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from ZACKS INVESTMENT MANAGEMENT. Filings are due 45 days after quarter-end.
Where does ZACKS INVESTMENT MANAGEMENT's holdings data come from?
Every position shown on this page sources back to ZACKS INVESTMENT MANAGEMENT's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.