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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$22.3 Million 0.47% of portfolio
75,267
Q4 2024 Added 0.1%
$0
$22.3 Million 0.47% of portfolio
317,270
Q4 2024 Added 2.11%
$0
$21.9 Million 0.46% of portfolio
103,019
Q4 2024 Reduced 47.69%
$0
$21.9 Million 0.46% of portfolio
75,721
Q4 2024 Reduced 0.16%
$0
$21.5 Million 0.45% of portfolio
81,235
Q4 2024 Reduced 50.67%
$233B
$21.7 Million 0.45% of portfolio
240,564
Q4 2024 Reduced 50.07%
$0
$21 Million 0.44% of portfolio
178,806
Q4 2024 Added 1.22%
$0
$20.1 Million 0.42% of portfolio
245,727
Q4 2024 Reduced 0.44%
$0
$20.1 Million 0.42% of portfolio
90,767
Q4 2024 Reduced 1.13%
$359B
$19.7 Million 0.41% of portfolio
50,717
Q4 2024 Added 0.25%
$410B
$19.4 Million 0.4% of portfolio
116,463
Q4 2024 Added 0.37%
$221B
$19.1 Million 0.4% of portfolio
168,986
Q4 2024 Reduced 0.8%
$0
$18.8 Million 0.39% of portfolio
98,256
Q4 2024 Reduced 2.6%
$428B
$17.9 Million 0.37% of portfolio
123,890
Q4 2024 Reduced 0.51%
$0
$16.7 Million 0.35% of portfolio
131,751
Q4 2024 Added 48.75%
$0
$16.8 Million 0.35% of portfolio
165,068
Q4 2024 Reduced 0.64%
$0
$14.7 Million 0.31% of portfolio
28,677
Q4 2024 Added 6.13%
$0
$14.9 Million 0.31% of portfolio
355,916
Q4 2024 Reduced 6.36%
$0
$14.6 Million 0.3% of portfolio
25,593
Q4 2024 Added 0.39%
$293B
$14.2 Million 0.3% of portfolio
105,719
Q4 2024 Reduced 0.8%
$0
$14.3 Million 0.3% of portfolio
77,524
Q4 2024 Added 1.79%
$73.6B
$14.1 Million 0.29% of portfolio
450,396
Q4 2024 Added 1.03%
$0
$13.8 Million 0.29% of portfolio
257,248
Q4 2024 Added 6.05%
$0
$14 Million 0.29% of portfolio
557,249
Q4 2024 Added 128.91%
$0
$13.6 Million 0.28% of portfolio
102,613
Q4 2024 Added 1.51%
$111B
$13.5 Million 0.28% of portfolio
148,310
Q4 2024 Reduced 1.39%
$62B
$12.9 Million 0.27% of portfolio
52,214
Q4 2024 Added 0.47%
$297B
$12.8 Million 0.27% of portfolio
205,571
Q4 2024 Added 0.42%
$180B
$12.8 Million 0.27% of portfolio
28,852
Q4 2024 Reduced 2.0%
$796B
$12.4 Million 0.26% of portfolio
16,046
Q4 2024 Added 0.27%
$0
$12.2 Million 0.26% of portfolio
159,818
Q4 2024 Added 0.62%
$225B
$12.6 Million 0.26% of portfolio
43,600
Q4 2024 Reduced 0.12%
$55.8B
$12.1 Million 0.25% of portfolio
62,764
Q4 2024 Reduced 5.11%
$0
$11.7 Million 0.24% of portfolio
429,664
Q4 2024 Added 211.1%
$0
$11.7 Million 0.24% of portfolio
492,853
Q4 2024 Added 186.65%
$395B
$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%
$0
$10.8 Million 0.23% of portfolio
102,264
Q4 2024 Added 1.08%
$26.9B
$11.2 Million 0.23% of portfolio
99,510
Q4 2024 Reduced 15.8%
$141B
$10.5 Million 0.22% of portfolio
46,262
Q4 2024 Added 3.87%
$48.3B
$10.7 Million 0.22% of portfolio
215,570
Q4 2024 Added 0.05%
$120B
$10.6 Million 0.22% of portfolio
133,227
Q4 2024 Reduced 1.78%
$219B
$9.99 Million 0.21% of portfolio
45,452
Q4 2024 Added 99.39%
$142B
$10.3 Million 0.21% of portfolio
138,844
Q4 2024 Added 0.02%
$0
$9.47 Million 0.2% of portfolio
214,937
Q4 2024 Reduced 50.04%
$0
$9.81 Million 0.2% of portfolio
42,204
Q4 2024 Reduced 2.29%
$0
$9.25 Million 0.19% of portfolio
396,503
Q4 2024 Reduced 1.02%
$0
$9.06 Million 0.19% of portfolio
378,041
Q4 2024 Added 220.37%
$62.8B
$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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