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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) |
|---|
| CIK | Period |
|---|---|
| 0001086483 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.5 | |
| Nvidia Corp | 0.4 | |
| J P Morgan Chase & Co | 0.4 | |
| Apple Inc | 0.3 | |
| Alphabet Inc | 0.3 | |
| Facebook Inc | 0.2 | |
| Amazon Com Inc | 0.2 | |
| Wal Mart Stores Inc | 0.2 | |
| Broadcom Inc | 0.2 | |
| Procter & Gamble Co | 0.2 | |
| Home Depot Inc | 0.2 | |
| Caterpillar Inc | 0.2 | |
| Cisco Systems Inc | 0.2 | |
| Exxon Mobil Corp | 0.2 | |
| AbbVie Inc | 0.2 | |
| BlackRock Inc | 0.2 | |
| Philip Morris International Inc | 0.1 | |
| Netflix Inc | 0.1 | |
| Parker Hannifin Corp | 0.1 | |
| MetLife Inc | 0.1 | |
| Johnson & Johnson | 0.1 | |
| Southern Co | 0.1 | |
| Conocophillips | 0.1 | |
| International Business Machines Corp | 0.1 | |
| Bank of America Corp /DE/ | 0.1 | |
| Qualcomm Inc/DE | 0.1 | |
| McDonalds Corp | 0.1 | |
| Gallagher Arthur J & Co | 0.1 | |
| Prudential Financial Inc | 0.1 | |
| Verizon Communications Inc | 0.1 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yacktman Asset Management LP
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TX | 13.2 |
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National Investment Services of America LLC
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WI | 12.9 |
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SIT Fixed Income Advisors II LLC
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MN | 12.9 |
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G10 Capital Limited
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12.8 | |
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O'shaughnessy Asset Management LLC
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CT | 12.6 |
|
Chartwell Investment Partners LLC
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PA | 12.3 |
|
Ramirez Asset Management Inc
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NY | 12.1 |
|
Wellington Management Hong Kong Limited
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|
11.8 | |
|
Neuberger Berman Canada ULC
✚
|
11.7 | |
|
Williams Jones Wealth Management LLC
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|
NY | 11.6 |