Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.79 Billion
  • Q4 2024

Mesirow Financial Investment Management, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.79 Billion distributed in 596 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 $429M, Vaneck Morningstar Wide Moat E with a value of $300M, Apple Inc. with a value of $276M, Ishares Core S&P Sm Cap ETF with a value of $168M, and Ishares Core S&P 500 ETF with a value of $138M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $4.94B to 4.79B.

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

Portfolio value $4.79 Billion
ETFs: $2.15 Billion
Financial Services: $753 Million
Technology: $648 Million
Communication Services: $255 Million
Industrials: $254 Million
Healthcare: $227 Million
Consumer Cyclical: $215 Million
Consumer Defensive: $157 Million
Other: $137 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$429 Million 8.95% of portfolio
946,198
Q4 2024 Added 0.47%
$0
$300 Million 6.27% of portfolio
3,500,055
Q4 2024 Added 32.49%
$3.42T
$276 Million 5.75% of portfolio
1,100,235
Q4 2024 Reduced 1.36%
$0
$168 Million 3.51% of portfolio
1,459,071
Q4 2024 Added 5.56%
$0
$138 Million 2.87% of portfolio
233,720
Q4 2024 Added 0.64%
$2.95T
$133 Million 2.78% of portfolio
315,952
Q4 2024 Added 6.97%
$0
$130 Million 2.71% of portfolio
1,011,009
Q4 2024 Added 0.58%
$979B
$110 Million 2.29% of portfolio
575,009
Q4 2024 Reduced 0.93%
$0
$106 Million 2.21% of portfolio
196,605
Q4 2024 Added 0.53%
$1.88T
$91.7 Million 1.91% of portfolio
417,887
Q4 2024 Added 0.19%
$0
$82.5 Million 1.72% of portfolio
140,724
Q4 2024 Reduced 2.09%
$957B
$77.8 Million 1.62% of portfolio
410,954
Q4 2024 Reduced 0.83%
$0
$77.4 Million 1.61% of portfolio
192,657
Q4 2024 Reduced 3.28%
$718B
$76.5 Million 1.6% of portfolio
319,048
Q4 2024 Reduced 1.07%
$0
$71.7 Million 1.5% of portfolio
562,273
Q4 2024 Reduced 48.75%
$133B
$60 Million 1.25% of portfolio
262,914
Q4 2024 Added 99.49%
$78B
$55.4 Million 1.16% of portfolio
239,058
Q4 2024 Reduced 1.77%
$0
$48.6 Million 1.01% of portfolio
549,734
Q4 2024 Added 0.88%
$168B
$47.3 Million 0.99% of portfolio
90,841
Q4 2024 Added 0.37%
$0
$44.8 Million 0.94% of portfolio
760,525
Q4 2024 Reduced 46.72%
$440B
$42.1 Million 0.88% of portfolio
45,984
Q4 2024 Added 0.37%
$139B
$41.1 Million 0.86% of portfolio
166,700
Q4 2024 Reduced 0.49%
$0
$38.6 Million 0.81% of portfolio
208,636
Q4 2024 Added 0.02%
$0
$38.9 Million 0.81% of portfolio
814,066
Q4 2024 Reduced 34.74%
$54.7B
$38.1 Million 0.8% of portfolio
135,539
Q4 2024 Reduced 0.77%
$320B
$36.8 Million 0.77% of portfolio
836,784
Q4 2024 Reduced 1.57%
$188B
$35.9 Million 0.75% of portfolio
102,055
Q4 2024 Added 0.25%
$163B
$35.4 Million 0.74% of portfolio
97,636
Q4 2024 Reduced 1.15%
$0
$35 Million 0.73% of portfolio
611,306
Q4 2024 Added 1.68%
$185B
$34.5 Million 0.72% of portfolio
298,202
Q4 2024 Reduced 0.3%
$187B
$32.7 Million 0.68% of portfolio
215,342
Q4 2024 Reduced 0.53%
$0
$32.1 Million 0.67% of portfolio
189,640
Q4 2024 Reduced 0.8%
$0
$32 Million 0.67% of portfolio
175,853
Q4 2024 Reduced 49.07%
$0
$30.9 Million 0.64% of portfolio
75,285
Q4 2024 Added 41.13%
$269B
$30.6 Million 0.64% of portfolio
91,491
Q4 2024 Reduced 0.3%
$523B
$30.6 Million 0.64% of portfolio
58,182
Q4 2024 Added 1.45%
$345B
$30.1 Million 0.63% of portfolio
169,472
Q4 2024 Added 2.58%
$266B
$29.7 Million 0.62% of portfolio
204,938
Q4 2024 Added 0.76%
$0
$29.9 Million 0.62% of portfolio
480,558
Q4 2024 Reduced 0.29%
$0
$27.1 Million 0.57% of portfolio
217,027
Q4 2024 Added 0.21%
$480B
$27.2 Million 0.57% of portfolio
40
Q3 2024 Added 42.86%
$0
$27.3 Million 0.57% of portfolio
361,608
Q4 2024 Added 1.16%
$0
$26.4 Million 0.55% of portfolio
338,550
Q4 2024 Reduced 48.14%
$166B
$25.2 Million 0.53% of portfolio
226,380
Q4 2024 Added 0.2%
$24.7B
$24.8 Million 0.52% of portfolio
586,337
Q4 2024 Reduced 6.48%
$385B
$24.9 Million 0.52% of portfolio
49,161
Q4 2024 Added 2.28%
$0
$24.3 Million 0.51% of portfolio
549,790
Q4 2024 Reduced 2.14%
$0
$22.9 Million 0.48% of portfolio
141,317
Q4 2024 Reduced 44.7%
$1.25T
$23.2 Million 0.48% of portfolio
39,382
Q4 2024 Reduced 0.08%

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $4.79 Billion
  • Prior Value $4.94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 207 stocks
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