Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.9 Billion
  • Q1 2025

Mesirow Financial Investment Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.9 Billion distributed in 593 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 $502M, Apple Inc. with a value of $245M, Vaneck Morningstar Wide Moat E with a value of $236M, Ishares Core S&P Total U.S. St with a value of $233M, and Ishares Core S&P Sm Cap ETF with a value of $154M.

Examining the 13F form we can see an increase of $112M in the current position value, from $4.79B to 4.9B.

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

Portfolio value $4.9 Billion
ETFs: $2.35 Billion
Financial Services: $820 Million
Technology: $550 Million
Healthcare: $235 Million
Communication Services: $218 Million
Industrials: $210 Million
Consumer Cyclical: $193 Million
Consumer Defensive: $163 Million
Other: $168 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$502 Million 10.24% of portfolio
942,730
Q1 2025 Reduced 0.37%
$3.4T
$245 Million 4.99% of portfolio
1,102,812
Q1 2025 Added 0.23%
$0
$236 Million 4.81% of portfolio
2,746,441
Q1 2025 Reduced 21.53%
$0
$233 Million 4.75% of portfolio
1,908,118
Q1 2025 Added 88.73%
$0
$154 Million 3.13% of portfolio
1,469,726
Q1 2025 Added 0.73%
$0
$132 Million 2.69% of portfolio
234,620
Q1 2025 Added 0.39%
$3.38T
$118 Million 2.4% of portfolio
313,580
Q1 2025 Reduced 0.75%
$0
$102 Million 2.08% of portfolio
198,821
Q1 2025 Added 1.13%
$0
$95.2 Million 1.94% of portfolio
1,119,648
Q1 2025 Added 103.67%
$1.01T
$92.3 Million 1.88% of portfolio
590,871
Q1 2025 Added 2.76%
$0
$79.3 Million 1.62% of portfolio
141,781
Q1 2025 Added 0.75%
$785B
$77.5 Million 1.58% of portfolio
315,978
Q1 2025 Reduced 0.96%
$2.09T
$77.2 Million 1.57% of portfolio
405,799
Q1 2025 Reduced 2.89%
$0
$73 Million 1.49% of portfolio
566,079
Q1 2025 Added 0.68%
$103B
$70.1 Million 1.43% of portfolio
243,248
Q1 2025 Added 2.22%
$0
$69 Million 1.41% of portfolio
191,203
Q1 2025 Reduced 0.75%
$957B
$61.8 Million 1.26% of portfolio
399,345
Q1 2025 Reduced 2.82%
$0
$58.5 Million 1.19% of portfolio
716,012
Q1 2025 Added 98.01%
$0
$49.9 Million 1.02% of portfolio
804,337
Q1 2025 Added 5.76%
$447B
$45.7 Million 0.93% of portfolio
48,291
Q1 2025 Added 5.02%
$159B
$43.8 Million 0.89% of portfolio
88,048
Q1 2025 Reduced 3.07%
$0
$42 Million 0.86% of portfolio
507,326
Q1 2025 Added 106.46%
$199B
$39 Million 0.79% of portfolio
294,259
Q1 2025 Reduced 1.32%
$94.2B
$38.5 Million 0.79% of portfolio
230,159
Q1 2025 Reduced 3.72%
$144B
$38.1 Million 0.78% of portfolio
163,338
Q1 2025 Reduced 2.02%
$0
$34.7 Million 0.71% of portfolio
603,069
Q1 2025 Reduced 1.35%
$0
$34.2 Million 0.7% of portfolio
187,952
Q1 2025 Added 6.88%
$0
$34.3 Million 0.7% of portfolio
198,609
Q1 2025 Added 4.73%
$356B
$34.5 Million 0.7% of portfolio
827,408
Q1 2025 Reduced 1.12%
$278B
$34.2 Million 0.7% of portfolio
204,153
Q1 2025 Reduced 0.38%
$321B
$33.6 Million 0.68% of portfolio
160,196
Q1 2025 Reduced 5.47%
$60.1B
$32.6 Million 0.67% of portfolio
133,919
Q1 2025 Reduced 1.2%
$0
$32.3 Million 0.66% of portfolio
635,302
Q1 2025 Reduced 21.96%
$181B
$32.2 Million 0.66% of portfolio
214,844
Q1 2025 Reduced 0.23%
$0
$32.4 Million 0.66% of portfolio
275,786
Q1 2025 Added 109.32%
$455B
$31.9 Million 0.65% of portfolio
40
Q3 2024 Added 42.86%
$204B
$31.4 Million 0.64% of portfolio
100,750
Q1 2025 Reduced 1.28%
$555B
$31.5 Million 0.64% of portfolio
57,478
Q1 2025 Reduced 1.21%
$185B
$31.5 Million 0.64% of portfolio
95,628
Q1 2025 Reduced 2.06%
$142B
$30 Million 0.61% of portfolio
126,858
Q1 2025 Reduced 51.75%
$0
$28.9 Million 0.59% of portfolio
77,853
Q1 2025 Added 3.41%
$0
$27 Million 0.55% of portfolio
503,098
Q1 2025 Added 95.57%
$0
$27.1 Million 0.55% of portfolio
343,690
Q1 2025 Added 1.52%
$0
$25.8 Million 0.53% of portfolio
215,184
Q1 2025 Reduced 0.85%
$257B
$25.8 Million 0.53% of portfolio
49,180
Q1 2025 Added 0.04%
$0
$25.2 Million 0.51% of portfolio
332,669
Q1 2025 Added 4.85%
$291B
$24.4 Million 0.5% of portfolio
90,962
Q1 2025 Reduced 0.58%
$0
$24.2 Million 0.49% of portfolio
540,461
Q1 2025 Reduced 1.7%
$0
$22.7 Million 0.46% of portfolio
141,261
Q1 2025 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 593
  • Current Value $4.9 Billion
  • Prior Value $4.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 194 stocks
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