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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$79.3 Million 1.62% of portfolio
141,781
Q1 2025 Added 0.75%
$0
$73 Million 1.49% of portfolio
566,079
Q1 2025 Added 0.68%
$105B
$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%
$0
$66.6 Million 1.36% of portfolio
1,141,072
Q1 2025 Added 137.45%
$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%
$0
$42 Million 0.86% of portfolio
507,326
Q1 2025 Added 106.46%
$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
$32.3 Million 0.66% of portfolio
635,302
Q1 2025 Reduced 21.96%
$0
$32.4 Million 0.66% of portfolio
275,786
Q1 2025 Added 109.32%
$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%
$0
$25.2 Million 0.51% of portfolio
332,669
Q1 2025 Added 4.85%
$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%
$0
$22.3 Million 0.45% of portfolio
221,352
Q1 2025 Added 241.28%
$52.7B
$22.1 Million 0.45% of portfolio
375,528
Q1 2025 Added 74.2%
$0
$21.1 Million 0.43% of portfolio
81,677
Q1 2025 Added 0.54%
$0
$21.2 Million 0.43% of portfolio
77,017
Q1 2025 Added 1.71%
$0
$21.2 Million 0.43% of portfolio
105,178
Q1 2025 Added 2.1%
$0
$21 Million 0.43% of portfolio
180,695
Q1 2025 Added 1.06%
$0
$18.8 Million 0.38% of portfolio
98,420
Q1 2025 Added 0.17%
$0
$18.9 Million 0.38% of portfolio
94,510
Q1 2025 Added 4.12%
$0
$15.9 Million 0.32% of portfolio
86,284
Q1 2025 Added 11.3%
$0
$15.4 Million 0.31% of portfolio
610,972
Q1 2025 Added 9.64%
$0
$15.2 Million 0.31% of portfolio
163,931
Q1 2025 Reduced 0.69%
$0
$15.3 Million 0.31% of portfolio
350,749
Q1 2025 Reduced 1.45%
$0
$14.6 Million 0.3% of portfolio
157,624
Q1 2025 Added 7.08%
$0
$14.1 Million 0.29% of portfolio
104,104
Q1 2025 Added 1.45%
$0
$14.3 Million 0.29% of portfolio
26,716
Q1 2025 Added 4.39%
$0
$14.1 Million 0.29% of portfolio
30,166
Q1 2025 Added 5.19%
$0
$13.2 Million 0.27% of portfolio
199,804
Q1 2025 Added 102.31%
$0
$13.1 Million 0.27% of portfolio
553,501
Q1 2025 Added 12.31%
$0
$12.8 Million 0.26% of portfolio
166,710
Q1 2025 Added 4.31%
$0
$12.3 Million 0.25% of portfolio
438,761
Q1 2025 Added 2.12%
$0
$11.2 Million 0.23% of portfolio
105,808
Q1 2025 Added 3.47%
$0
$10.6 Million 0.22% of portfolio
438,174
Q1 2025 Added 15.91%
$0
$9.68 Million 0.2% of portfolio
213,911
Q1 2025 Reduced 0.48%
$0
$9.21 Million 0.19% of portfolio
394,300
Q1 2025 Reduced 0.56%

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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