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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$656B
$502 Million 10.24% of portfolio
942,730
Q1 2025 Reduced 0.37%
$3.24T
$245 Million 4.99% of portfolio
1,102,812
Q1 2025 Added 0.23%
$3.44T
$118 Million 2.4% of portfolio
313,580
Q1 2025 Reduced 0.75%
$1.04T
$92.3 Million 1.88% of portfolio
590,871
Q1 2025 Added 2.76%
$776B
$77.5 Million 1.58% of portfolio
315,978
Q1 2025 Reduced 0.96%
$2.11T
$77.2 Million 1.57% of portfolio
405,799
Q1 2025 Reduced 2.89%
$1.03T
$61.8 Million 1.26% of portfolio
399,345
Q1 2025 Reduced 2.82%
$468B
$45.7 Million 0.93% of portfolio
48,291
Q1 2025 Added 5.02%
$155B
$43.8 Million 0.89% of portfolio
88,048
Q1 2025 Reduced 3.07%
$202B
$39 Million 0.79% of portfolio
294,259
Q1 2025 Reduced 1.32%
$101B
$38.5 Million 0.79% of portfolio
230,159
Q1 2025 Reduced 3.72%
$140B
$38.1 Million 0.78% of portfolio
163,338
Q1 2025 Reduced 2.02%
$354B
$34.5 Million 0.7% of portfolio
827,408
Q1 2025 Reduced 1.12%
$270B
$34.2 Million 0.7% of portfolio
204,153
Q1 2025 Reduced 0.38%
$331B
$33.6 Million 0.68% of portfolio
160,196
Q1 2025 Reduced 5.47%
$56.7B
$32.6 Million 0.67% of portfolio
133,919
Q1 2025 Reduced 1.2%
$453B
$31.9 Million 0.65% of portfolio
40
Q3 2024 Added 42.86%
$198B
$31.4 Million 0.64% of portfolio
100,750
Q1 2025 Reduced 1.28%
$554B
$31.5 Million 0.64% of portfolio
57,478
Q1 2025 Reduced 1.21%
$182B
$31.5 Million 0.64% of portfolio
95,628
Q1 2025 Reduced 2.06%
$135B
$30 Million 0.61% of portfolio
126,858
Q1 2025 Reduced 51.75%
$285B
$25.8 Million 0.53% of portfolio
49,180
Q1 2025 Added 0.04%
$262B
$24.4 Million 0.5% of portfolio
90,962
Q1 2025 Reduced 0.58%
$26.1B
$22.8 Million 0.46% of portfolio
581,754
Q1 2025 Reduced 0.78%
$234B
$22.3 Million 0.45% of portfolio
168,090
Q1 2025 Reduced 0.53%
$206B
$22.3 Million 0.45% of portfolio
225,996
Q1 2025 Reduced 0.17%
$271B
$21.4 Million 0.44% of portfolio
243,879
Q1 2025 Added 1.38%
$1.46T
$21.8 Million 0.44% of portfolio
37,803
Q1 2025 Reduced 4.01%
$221B
$20.5 Million 0.42% of portfolio
76,147
Q1 2025 Added 1.17%
$406B
$20.3 Million 0.41% of portfolio
122,262
Q1 2025 Reduced 1.31%
$429B
$19.8 Million 0.4% of portfolio
166,532
Q1 2025 Added 93.03%
$377B
$18.8 Million 0.38% of portfolio
51,388
Q1 2025 Added 1.32%
$449B
$16.8 Million 0.34% of portfolio
119,954
Q1 2025 Added 3.0%
$67.6B
$15.4 Million 0.31% of portfolio
449,756
Q1 2025 Reduced 0.14%
$311B
$14.9 Million 0.3% of portfolio
207,471
Q1 2025 Added 0.92%
$230B
$14 Million 0.29% of portfolio
44,903
Q1 2025 Added 2.99%
$96.3B
$13.2 Million 0.27% of portfolio
134,321
Q1 2025 Reduced 9.43%
$57.5B
$13 Million 0.27% of portfolio
62,914
Q1 2025 Added 0.24%
$710B
$12.9 Million 0.26% of portfolio
15,671
Q1 2025 Reduced 2.34%
$67.4B
$11.8 Million 0.24% of portfolio
52,006
Q1 2025 Reduced 0.4%
$111B
$12 Million 0.24% of portfolio
133,135
Q1 2025 Reduced 0.07%
$110B
$11.9 Million 0.24% of portfolio
112,998
Q1 2025 Added 0.61%
$398B
$11.6 Million 0.24% of portfolio
67,999
Q1 2025 Added 4.37%
$342B
$11.4 Million 0.23% of portfolio
105,468
Q1 2025 Reduced 0.24%
$597B
$11.2 Million 0.23% of portfolio
31,959
Q1 2025 Added 8.71%
$188B
$11.3 Million 0.23% of portfolio
29,584
Q1 2025 Added 2.54%
$160B
$10.8 Million 0.22% of portfolio
137,909
Q1 2025 Reduced 0.67%
$152B
$10 Million 0.2% of portfolio
47,437
Q1 2025 Added 2.54%
$64.4B
$9.6 Million 0.2% of portfolio
336,546
Q1 2025 Added 2.06%

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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