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
$127B
$2.64 Million 0.05% of portfolio
15,473
Q1 2025 Added 18.12%
$199B
$2.61 Million 0.05% of portfolio
92,214
Q1 2025 Added 6.67%
$153B
$2.65 Million 0.05% of portfolio
71,681
Q1 2025 Added 8.17%
$22.9B
$1.89 Million 0.04% of portfolio
15,815
Q1 2025 Reduced 0.75%
$83.5B
$1.88 Million 0.04% of portfolio
27,681
Q1 2025 Reduced 16.14%
$55B
$2 Million 0.04% of portfolio
2,028
Q1 2025 Reduced 51.39%
$71.7B
$2.03 Million 0.04% of portfolio
15,612
Q1 2025 Added 1.06%
$54.5B
$2.07 Million 0.04% of portfolio
31,588
Q1 2025 Reduced 17.21%
$48.7B
$2 Million 0.04% of portfolio
8,735
Q1 2025 Reduced 11.4%
$33B
$2.12 Million 0.04% of portfolio
38,672
Q1 2025 Reduced 0.11%
$23.1B
$1.77 Million 0.04% of portfolio
4,782
Q1 2025 Added 48.83%
$78.6B
$1.91 Million 0.04% of portfolio
30,162
Q1 2025 Added 4.58%
$177B
$1.78 Million 0.04% of portfolio
9,127
Q1 2025 Added 2.18%
$70.5B
$2.15 Million 0.04% of portfolio
4,906
Q1 2025 Added 24.14%
$55.8B
$2.01 Million 0.04% of portfolio
16,306
Q1 2025 Added 0.31%
$155B
$2.17 Million 0.04% of portfolio
4,633
Q1 2025 Reduced 1.82%
$5.46B
$1.75 Million 0.04% of portfolio
56,750
Q4 2024 Reduced 2.74%
$242B
$1.72 Million 0.04% of portfolio
23,507
Q1 2025 Reduced 0.45%
$97.5B
$1.25 Million 0.03% of portfolio
13,547
Q1 2025 Reduced 0.83%
$41.7B
$1.24 Million 0.03% of portfolio
18,241
Q1 2025 Reduced 6.76%
$54.8B
$1.65 Million 0.03% of portfolio
3,412
Q1 2025 Reduced 1.44%
$10.2B
$1.28 Million 0.03% of portfolio
13,394
Q1 2025 Reduced 2.4%
$74.5B
$1.56 Million 0.03% of portfolio
26,032
Q1 2025 Added 101.75%
$51.2B
$1.6 Million 0.03% of portfolio
25,434
Q1 2025 Added 5.06%
$70.5B
$1.31 Million 0.03% of portfolio
8,552
Q1 2025 Added 99.07%
$148B
$1.55 Million 0.03% of portfolio
21,832
Q1 2025 Added 12.29%
$3.31B
$1.53 Million 0.03% of portfolio
28,514
Q1 2025 Added 107.37%
$52.3B
$1.61 Million 0.03% of portfolio
2,537
Q1 2025 Reduced 2.05%
$167B
$1.54 Million 0.03% of portfolio
10,040
Q1 2025 Added 2.17%
$41B
$1.68 Million 0.03% of portfolio
10,692
Q1 2025 Added 0.98%
$75.8B
$1.53 Million 0.03% of portfolio
5,598
Q1 2025 Added 31.25%
$71.6B
$1.41 Million 0.03% of portfolio
12,783
Q1 2025 Reduced 50.33%
$91.9B
$1.44 Million 0.03% of portfolio
21,261
Q1 2025 Reduced 5.2%
$89.9B
$1.49 Million 0.03% of portfolio
12,252
Q1 2025 Reduced 0.57%
$71.2B
$1.41 Million 0.03% of portfolio
12,882
Q1 2025 Reduced 2.14%
$218B
$1.24 Million 0.03% of portfolio
10,648
Q1 2025 Added 6.68%
$80.8B
$1.59 Million 0.03% of portfolio
10,888
Q1 2025 Added 5.51%
$139B
$1.46 Million 0.03% of portfolio
20,588
Q1 2025 Added 4.07%
$10.8B
$1.23 Million 0.03% of portfolio
8,004
Q1 2025 Reduced 21.17%
$167B
$738,000 0.02% of portfolio
1,453
Q1 2025 Added 11.17%
$85.8B
$1.02 Million 0.02% of portfolio
4,272
Q1 2025 Reduced 1.2%
$358B
$865,000 0.02% of portfolio
3,226
Q1 2025 Added 6.61%
$92.7B
$774,000 0.02% of portfolio
2,219
Q1 2025 Added 1.05%
$71.5B
$982,000 0.02% of portfolio
10,515
Q1 2025 Added 6.34%
$65.9B
$817,000 0.02% of portfolio
19,369
Q1 2025 Reduced 52.88%
$81.9B
$1.05 Million 0.02% of portfolio
7,138
Q1 2025 Reduced 0.71%
$110B
$840,000 0.02% of portfolio
1,236
Q1 2025 Reduced 14.76%
$75.1B
$848,000 0.02% of portfolio
1,657
Q1 2025 Reduced 12.79%
$31.4B
$882,000 0.02% of portfolio
7,330
Q3 2024 Reduced 0.35%

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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