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
$21B
$9.56 Million 0.19% of portfolio
97,599
Q1 2025 Reduced 1.92%
$75.3B
$8.78 Million 0.18% of portfolio
35,406
Q1 2025 Reduced 0.12%
$131B
$8.8 Million 0.18% of portfolio
347,131
Q1 2025 Reduced 0.45%
$24.2B
$8.78 Million 0.18% of portfolio
79,792
Q1 2025 Reduced 0.12%
$283B
$9.05 Million 0.18% of portfolio
57,017
Q1 2025 Added 0.97%
$95.3B
$8.33 Million 0.17% of portfolio
188,103
Q1 2025 Added 1.05%
$79.7B
$7.25 Million 0.15% of portfolio
44,048
Q1 2025 Added 15.04%
$43B
$6.73 Million 0.14% of portfolio
146,934
Q1 2025 Added 1.23%
$542B
$5.86 Million 0.12% of portfolio
6,288
Q1 2025 Reduced 2.04%
$264B
$5.83 Million 0.12% of portfolio
94,461
Q1 2025 Added 0.15%
$144B
$5.65 Million 0.12% of portfolio
15,183
Q1 2025 Added 0.16%
$0
$5.15 Million 0.11% of portfolio
232,455
Q1 2025 Added 0.78%
$37.2B
$5.3 Million 0.11% of portfolio
53,447
Q1 2025 Reduced 0.01%
$33.9B
$5.23 Million 0.11% of portfolio
48,014
Q1 2025 Added 86.79%
$238B
$5.55 Million 0.11% of portfolio
22,319
Q1 2025 Reduced 50.9%
$136B
$4.86 Million 0.1% of portfolio
15,920
Q1 2025 Reduced 1.37%
$155B
$4.43 Million 0.09% of portfolio
14,214
Q1 2025 Added 0.9%
$103B
$4.65 Million 0.09% of portfolio
6,907
Q1 2025 Reduced 0.66%
$101B
$4.61 Million 0.09% of portfolio
17,377
Q1 2025 Added 40.13%
$195B
$4.35 Million 0.09% of portfolio
48,493
Q1 2025 Added 0.24%
$99.4B
$3.97 Million 0.08% of portfolio
18,259
Q1 2025 Reduced 7.21%
$52.8B
$4.16 Million 0.08% of portfolio
38,037
Q1 2025 Added 0.2%
$163B
$4.11 Million 0.08% of portfolio
56,345
Q1 2025 Reduced 45.56%
$22.3B
$4.02 Million 0.08% of portfolio
40,767
Q1 2025 Added 14.24%
$75.6B
$4.12 Million 0.08% of portfolio
43,957
Q1 2025 Reduced 1.5%
$149B
$3.8 Million 0.08% of portfolio
31,208
Q1 2025 Added 6.81%
$20.1B
$3.69 Million 0.08% of portfolio
70,824
Q1 2025 Added 100.07%
$104B
$3.65 Million 0.07% of portfolio
31,614
Q1 2025 Reduced 4.15%
$15.5B
$3.35 Million 0.07% of portfolio
23,685
Q1 2025 Reduced 0.33%
$437M
$3.47 Million 0.07% of portfolio
208,170
Q1 2025 Added 1.68%
$108B
$3.25 Million 0.07% of portfolio
54,171
Q1 2025 Reduced 2.32%
$272B
$3.36 Million 0.07% of portfolio
16,796
Q1 2025 Added 2.97%
$184B
$3.38 Million 0.07% of portfolio
74,539
Q1 2025 Added 18.11%
$24B
$3.39 Million 0.07% of portfolio
19,835
Q1 2025 Reduced 1.66%
$1.09T
$3.46 Million 0.07% of portfolio
13,333
Q1 2025 Reduced 7.04%
$168B
$3.2 Million 0.07% of portfolio
11,318
Q1 2025 Added 2.39%
$98.6B
$3.09 Million 0.06% of portfolio
13,330
Q1 2025 Added 73.36%
$100B
$2.85 Million 0.06% of portfolio
8,446
Q1 2025 Reduced 50.62%
$98.6B
$2.83 Million 0.06% of portfolio
20,276
Q1 2025 Added 2.84%
$34B
$2.75 Million 0.06% of portfolio
8,126
Q1 2025 Added 105.67%
$140B
$3.07 Million 0.06% of portfolio
14,976
Q1 2025 Reduced 1.29%
$102B
$2.78 Million 0.06% of portfolio
45,545
Q1 2025 Added 16.73%
$102B
$3.15 Million 0.06% of portfolio
15,626
Q1 2025 Reduced 2.36%
$1.02T
$2.72 Million 0.06% of portfolio
16,406
Q1 2025 Added 4.36%
$287B
$2.66 Million 0.05% of portfolio
37,064
Q1 2025 Added 109.04%
$23.9B
$2.37 Million 0.05% of portfolio
4,079
Q1 2025 Reduced 67.95%
$126B
$2.38 Million 0.05% of portfolio
5,318
Q1 2025 Added 17.45%
$77.5B
$2.32 Million 0.05% of portfolio
5,809
Q1 2025 Added 2.0%
$54.7B
$2.48 Million 0.05% of portfolio
14,523
Q1 2025 Reduced 4.5%

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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