Institutional manager
ZACKS INVESTMENT MANAGEMENT
Holds positions in 268 of the S&P 500, worth $11.0bn as reported for the quarter ended 31-mar-2026.
Positions held268of 488 index companies covered
Reported value$11.0bnS&P 500 positions only
Top ten weight31%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 268 held. The rest are smaller than every one of these.
NvidiaNVDA2.8m$489mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.6m$470mCommunication ServicesApple Inc.AAPL1.7m$437mInformation TechnologyMicrosoftMSFT1.1m$409mInformation TechnologyCaterpillar Inc.CAT418,264$296mIndustrialsJPMorgan ChaseJPM912,899$269mFinancialsWalmartWMT2.1m$260mConsumer StaplesExxonMobilXOM1.5m$255mEnergyBroadcomAVGO782,470$242mInformation TechnologyMeta PlatformsMETA416,169$238mCommunication ServicesAmazonAMZN1.1m$238mConsumer DiscretionaryJohnson & JohnsonJNJ875,528$214mHealth CareParker HannifinPH205,176$184mIndustrialsCiscoCSCO2.3m$181mInformation TechnologyAbbVieABBV815,533$177mHealth CareProcter & GamblePG1.2m$170mConsumer StaplesHome Depot (The)HD506,933$167mConsumer DiscretionaryConocoPhillipsCOP1.2m$164mEnergyBlackRockBLK138,443$133mFinancialsPhilip Morris InternationalPM801,874$133mConsumer StaplesMerck & Co.MRK1.1m$131mHealth CareMetLifeMET1.7m$118mFinancialsBank of AmericaBAC2.2m$109mFinancialsTesla, Inc.TSLA284,469$106mConsumer DiscretionaryVerizonVZ2.1m$104mCommunication ServicesLilly (Eli)LLY113,388$104mHealth CareAmerican Electric PowerAEP791,132$104mUtilitiesMcDonald'sMCD330,498$103mConsumer DiscretionaryAT&TT3.5m$102mCommunication ServicesBNY MellonBNY853,807$101mFinancialsGeneral DynamicsGD292,200$100mIndustrialsSouthern CompanySO1.0m$100mUtilitiesKinder MorganKMI2.9m$99mEnergyPepsiCoPEP626,822$97mConsumer StaplesCoca-Cola Company (The)KO1.2m$95mConsumer StaplesIBMIBM366,786$89mInformation TechnologyPrologisPLD649,955$86mReal EstatePrudential FinancialPRU853,067$83mFinancialsPNC Financial ServicesPNC399,743$83mFinancialsWells FargoWFC1.0m$83mFinancialsCumminsCMI151,047$81mIndustrialsU.S. BancorpUSB1.5m$76mFinancialsFifth Third BancorpFITB1.6m$76mFinancialsGilead SciencesGILD535,792$75mHealth CarePfizerPFE2.7m$75mHealth CareFerguson EnterprisesFERG312,966$73mIndustrialsDelta Air LinesDAL1.1m$72mIndustrialsCSX CorporationCSX1.7m$72mIndustrialsDeere & CompanyDE122,286$69mIndustrialsNetflixNFLX689,802$66mCommunication ServicesAmphenolAPH521,318$66mInformation TechnologyLockheed MartinLMT107,516$65mIndustrialsArthur J. Gallagher & Co.AJG291,339$63mFinancialsQualcommQCOM478,463$62mInformation TechnologyAmerican ExpressAXP201,903$61mFinancialsCardinal HealthCAH287,826$61mHealth CareState Street CorporationSTT660,926$61mFinancialsChevron CorporationCVX290,375$60mEnergyApplied MaterialsAMAT175,019$60mInformation TechnologyAltriaMO898,038$59mConsumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.