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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$193M
$377,000 0.01% of portfolio
59,940
Q1 2025 Reduced 50.0%
$149M
$370,000 0.01% of portfolio
10,667
Q2 2024 New
$50.5M
$3,000 0.0% of portfolio
10,000
Q4 2024 Reduced 50.0%
$54.4M
$8,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
$266M
$152,000 0.0% of portfolio
10,668
Q2 2024 New
$219M
$22,000 0.0% of portfolio
20,000
Q1 2025 New
$139M
$233,000 0.0% of portfolio
61,008
Q4 2024 Added 90.65%
$112M
$9,000 0.0% of portfolio
20,000
Q1 2025 Reduced -0.0%
$122M
$27,000 0.0% of portfolio
10,959
Q2 2024 New
$56.6M
$28,000 0.0% of portfolio
20,000
Q2 2024 New
$216M
$47,000 0.0% of portfolio
13,666
Q1 2025 Added 0.26%
$154M
$234,000 0.0% of portfolio
18,026
Q4 2024 New
$79.4M
$104,000 0.0% of portfolio
12,000
Q2 2024 New
$72M
$7,000 0.0% of portfolio
11,800
Q3 2024 New
$157M
$187,000 0.0% of portfolio
47,542
Q4 2024 Added 1.21%
$221M
$31,000 0.0% of portfolio
18,500
Q3 2024 New
$114M
$73,000 0.0% of portfolio
105,000
Q3 2024 Added 31.25%
$258M
$223,000 0.0% of portfolio
59,212
Q4 2024 Added 0.89%

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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