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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$679B
$429 Million 8.95% of portfolio
946,198
Q4 2024 Added 0.47%
$3.55T
$276 Million 5.75% of portfolio
1,100,235
Q4 2024 Reduced 1.36%
$2.93T
$133 Million 2.78% of portfolio
315,952
Q4 2024 Added 6.97%
$1.03T
$110 Million 2.29% of portfolio
575,009
Q4 2024 Reduced 0.93%
$2.07T
$91.7 Million 1.91% of portfolio
417,887
Q4 2024 Added 0.19%
$980B
$77.8 Million 1.62% of portfolio
410,954
Q4 2024 Reduced 0.83%
$728B
$76.5 Million 1.6% of portfolio
319,048
Q4 2024 Reduced 1.07%
$145B
$60 Million 1.25% of portfolio
262,914
Q4 2024 Added 99.49%
$77.5B
$55.4 Million 1.16% of portfolio
239,058
Q4 2024 Reduced 1.77%
$204B
$47.3 Million 0.99% of portfolio
90,841
Q4 2024 Added 0.37%
$410B
$42.1 Million 0.88% of portfolio
45,984
Q4 2024 Added 0.37%
$145B
$41.1 Million 0.86% of portfolio
166,700
Q4 2024 Reduced 0.49%
$63.1B
$38.1 Million 0.8% of portfolio
135,539
Q4 2024 Reduced 0.77%
$346B
$36.8 Million 0.77% of portfolio
836,784
Q4 2024 Reduced 1.57%
$194B
$35.9 Million 0.75% of portfolio
102,055
Q4 2024 Added 0.25%
$180B
$35.4 Million 0.74% of portfolio
97,636
Q4 2024 Reduced 1.15%
$202B
$32.7 Million 0.68% of portfolio
215,342
Q4 2024 Reduced 0.53%
$286B
$30.6 Million 0.64% of portfolio
91,491
Q4 2024 Reduced 0.3%
$519B
$30.6 Million 0.64% of portfolio
58,182
Q4 2024 Added 1.45%
$370B
$30.1 Million 0.63% of portfolio
169,472
Q4 2024 Added 2.58%
$323B
$29.7 Million 0.62% of portfolio
204,938
Q4 2024 Added 0.76%
$474B
$27.2 Million 0.57% of portfolio
40
Q3 2024 Added 42.86%
$183B
$25.2 Million 0.53% of portfolio
226,380
Q4 2024 Added 0.2%
$27.6B
$24.8 Million 0.52% of portfolio
586,337
Q4 2024 Reduced 6.48%
$483B
$24.9 Million 0.52% of portfolio
49,161
Q4 2024 Added 2.28%
$1.34T
$23.2 Million 0.48% of portfolio
39,382
Q4 2024 Reduced 0.08%
$208B
$22.3 Million 0.47% of portfolio
75,267
Q4 2024 Added 0.1%
$237B
$21.7 Million 0.45% of portfolio
240,564
Q4 2024 Reduced 50.07%
$372B
$19.7 Million 0.41% of portfolio
50,717
Q4 2024 Added 0.25%
$418B
$19.4 Million 0.4% of portfolio
116,463
Q4 2024 Added 0.37%
$223B
$19.1 Million 0.4% of portfolio
168,986
Q4 2024 Reduced 0.8%
$427B
$17.9 Million 0.37% of portfolio
123,890
Q4 2024 Reduced 0.51%
$303B
$14.2 Million 0.3% of portfolio
105,719
Q4 2024 Reduced 0.8%
$73.3B
$14.1 Million 0.29% of portfolio
450,396
Q4 2024 Added 1.03%
$111B
$13.5 Million 0.28% of portfolio
148,310
Q4 2024 Reduced 1.39%
$62.9B
$12.9 Million 0.27% of portfolio
52,214
Q4 2024 Added 0.47%
$298B
$12.8 Million 0.27% of portfolio
205,571
Q4 2024 Added 0.42%
$183B
$12.8 Million 0.27% of portfolio
28,852
Q4 2024 Reduced 2.0%
$822B
$12.4 Million 0.26% of portfolio
16,046
Q4 2024 Added 0.27%
$225B
$12.6 Million 0.26% of portfolio
43,600
Q4 2024 Reduced 0.12%
$56B
$12.1 Million 0.25% of portfolio
62,764
Q4 2024 Reduced 5.11%
$393B
$10.9 Million 0.23% of portfolio
65,149
Q4 2024 Added 0.23%
$130B
$11.1 Million 0.23% of portfolio
112,310
Q4 2024 Reduced 2.87%
$27.4B
$11.2 Million 0.23% of portfolio
99,510
Q4 2024 Reduced 15.8%
$142B
$10.5 Million 0.22% of portfolio
46,262
Q4 2024 Added 3.87%
$120B
$10.6 Million 0.22% of portfolio
133,227
Q4 2024 Reduced 1.78%
$223B
$9.99 Million 0.21% of portfolio
45,452
Q4 2024 Added 99.39%
$145B
$10.3 Million 0.21% of portfolio
138,844
Q4 2024 Added 0.02%
$64.5B
$9.04 Million 0.19% of portfolio
329,752
Q4 2024 Reduced 0.83%

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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