Mesirow Financial Investment Management, Inc. has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.31 Billion distributed in 525 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $390M, Vaneck Morningstar Wide Moat E with a value of $226M, Apple Inc. with a value of $194M, Ishares Core S&P Sm Cap ETF with a value of $145M, and Microsoft Corp with a value of $124M.

Examining the 13F form we can see an decrease of $15.8B in the current position value, from $20.1B to 4.31B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.31 Billion
ETFs: $1.87 Billion
Financial Services: $690 Million
Technology: $524 Million
Healthcare: $258 Million
Communication Services: $214 Million
Industrials: $214 Million
Consumer Cyclical: $202 Million
Consumer Defensive: $160 Million
Other: $142 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 525
  • Current Value $4.31 Billion
  • Prior Value $20.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR/A
  • Activity in Q1 2024
  • New Purchases 521 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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