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| Happy Holidays!! thanks for using AUM13F!! |
| Zacks Investment Management Inc
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| CRD # | 110897 |
| SEC # | 801-40592 |
| CIK # | 0001086483 |
| AUM | $12.4 B (2025-05-29) |
| Employees | 122 (9% Investors, 34% Brokers) |
| Phone | 312-265-9266 |
| Address | 101 N Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Apple Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Zacks Limited Partnership | 2018-05-29 | 4.5 | |
| HF | Zacks Panther Fund LP | [2015-05-29] | 0.0 | 6.5 |
| HF | Zacks Limited Partnership | 2012-03-30 | 5.1 | |
| HF | Zacks Long Short | 2012-03-30 | 0.8 | |
| HF | Zacks Market Neutral Limited Partnership 2008 | [2012-03-30] | 189.3 | 4.9 |
| HF | Zacks Strategies II | 2012-03-30 | 5.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,072 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,246 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.0 |
| (g) Pension and profit sharing plans | 161 | 0.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 127 | 1.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 92 | 0.1 |
| (n) Other | 19 | 5.6 |
| Total | 12,050 | 12.4 |
| By Discretionary | ||
| Discretionary | 12,050 | 12.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,050 | 12.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.4 | |
| Total | 12,050 | 12.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mitchel Zacks | 2 | ||
| Benjamin Zacks | 2 | ||
| Leonard Zacks | 1 | ||
| Zacks Investment Research Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001086483] |
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