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
$147B
$9.25 Million 0.19% of portfolio
348,703
Q4 2024 Added 2.38%
$549B
$9.29 Million 0.19% of portfolio
29,399
Q4 2024 Reduced 50.82%
$481B
$9.28 Million 0.19% of portfolio
86,272
Q4 2024 Reduced 3.48%
$77.2B
$8.99 Million 0.19% of portfolio
35,448
Q4 2024 Reduced 0.14%
$26B
$8.36 Million 0.17% of portfolio
79,887
Q4 2024 Reduced 11.15%
$0
$7.56 Million 0.16% of portfolio
218,620
Q4 2024 Added 3.2%
$88.8B
$7.9 Million 0.16% of portfolio
186,141
Q4 2024 Added 0.37%
$0
$7.17 Million 0.15% of portfolio
228,146
Q4 2024 Added 2.71%
$23.6B
$7.34 Million 0.15% of portfolio
12,726
Q4 2024 Added 98.22%
$0
$6.84 Million 0.14% of portfolio
299,666
Q4 2024 Reduced 0.92%
$41B
$6.9 Million 0.14% of portfolio
145,152
Q4 2024 Added 0.53%
$0
$6.5 Million 0.14% of portfolio
261,018
Q4 2024 New
$235B
$6.8 Million 0.14% of portfolio
56,472
Q4 2024 Added 6.2%
$0
$6.51 Million 0.14% of portfolio
64,860
Q4 2024 New
$0
$6 Million 0.13% of portfolio
98,762
Q4 2024 Reduced 50.64%
$150B
$6.24 Million 0.13% of portfolio
103,504
Q4 2024 Added 114.64%
$80.4B
$6.32 Million 0.13% of portfolio
17,104
Q4 2024 Added 99.74%
$785B
$5.79 Million 0.12% of portfolio
14,342
Q4 2024 Added 30.64%
$248B
$5.58 Million 0.12% of portfolio
94,320
Q4 2024 Added 2.78%
$427B
$5.72 Million 0.12% of portfolio
6,419
Q4 2024 Reduced 3.56%
$0
$5.05 Million 0.11% of portfolio
230,654
Q4 2024 Added 8.9%
$44.4B
$5.37 Million 0.11% of portfolio
53,454
Q4 2024 Added 0.41%
$140B
$5.46 Million 0.11% of portfolio
15,158
Q4 2024 Reduced 16.42%
$0
$5.03 Million 0.11% of portfolio
46,500
Q3 2024 Reduced 11.43%
$123B
$4.72 Million 0.1% of portfolio
16,141
Q4 2024 Added 1.93%
$236B
$4.81 Million 0.1% of portfolio
48,375
Q4 2024 Reduced 0.9%
$100B
$4.88 Million 0.1% of portfolio
32,983
Q4 2024 Reduced 8.17%
$425M
$4.4 Million 0.09% of portfolio
204,733
Q4 2024 Reduced 8.89%
$0
$4.41 Million 0.09% of portfolio
129,932
Q4 2024 Added 92.62%
$25B
$4.55 Million 0.09% of portfolio
38,715
Q4 2024 Added 7.0%
$0
$4.36 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$49.2B
$4.4 Million 0.09% of portfolio
4,172
Q4 2024 Added 100.19%
$14.7B
$3.76 Million 0.08% of portfolio
23,764
Q2 2024 New
$75.3B
$4.06 Million 0.08% of portfolio
44,628
Q4 2024 Reduced 1.64%
$95B
$3.96 Million 0.08% of portfolio
6,953
Q4 2024 Reduced 2.47%
$0
$4.03 Million 0.08% of portfolio
16,783
Q4 2024 Added 0.31%
$0
$3.75 Million 0.08% of portfolio
86,804
Q4 2024 Added 5.81%
$0
$3.74 Million 0.08% of portfolio
10,224
Q4 2024 Added 0.18%
$101B
$3.61 Million 0.08% of portfolio
19,678
Q4 2024 Reduced 27.31%
$72.7B
$3.6 Million 0.08% of portfolio
16,003
Q4 2024 Reduced 1.97%
$169B
$3.67 Million 0.08% of portfolio
14,087
Q4 2024 Added 1.48%
$0
$3.93 Million 0.08% of portfolio
97,173
Q4 2024 New
$20.6B
$3.66 Million 0.08% of portfolio
35,684
Q4 2024 Added 0.03%
$54B
$3.5 Million 0.07% of portfolio
37,961
Q4 2024 Reduced 1.38%
$105B
$3.4 Million 0.07% of portfolio
19,717
Q4 2024 Reduced 3.28%
$135B
$3.53 Million 0.07% of portfolio
29,217
Q4 2024 Added 0.44%
$0
$3.31 Million 0.07% of portfolio
68,700
Q4 2024 Added 5.03%
$0
$3.22 Million 0.07% of portfolio
197,069
Q4 2024 Added 2.7%
$0
$3.35 Million 0.07% of portfolio
77,073
Q4 2024 Added 0.82%

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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