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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.42 Million 0.07% of portfolio
48,995
Q1 2025 Added 1.98%
$167B
$3.2 Million 0.07% of portfolio
11,318
Q1 2025 Added 2.39%
$98.9B
$3.09 Million 0.06% of portfolio
13,330
Q1 2025 Added 73.36%
$0
$3 Million 0.06% of portfolio
83,518
Q1 2025 Added 106.94%
$99.7B
$2.85 Million 0.06% of portfolio
8,446
Q1 2025 Reduced 50.62%
$98.4B
$2.83 Million 0.06% of portfolio
20,276
Q1 2025 Added 2.84%
$34.3B
$2.75 Million 0.06% of portfolio
8,126
Q1 2025 Added 105.67%
$138B
$3.07 Million 0.06% of portfolio
14,976
Q1 2025 Reduced 1.29%
$103B
$2.78 Million 0.06% of portfolio
45,545
Q1 2025 Added 16.73%
$100B
$3.15 Million 0.06% of portfolio
15,626
Q1 2025 Reduced 2.36%
$1T
$2.72 Million 0.06% of portfolio
16,406
Q1 2025 Added 4.36%
$0
$2.73 Million 0.06% of portfolio
14,510
Q1 2025 Added 118.36%
$0
$2.99 Million 0.06% of portfolio
64,966
Q1 2025 Reduced 50.0%
$284B
$2.66 Million 0.05% of portfolio
37,064
Q1 2025 Added 109.04%
$24B
$2.37 Million 0.05% of portfolio
4,079
Q1 2025 Reduced 67.95%
$126B
$2.38 Million 0.05% of portfolio
5,318
Q1 2025 Added 17.45%
$0
$2.25 Million 0.05% of portfolio
24,093
Q1 2025 Reduced 2.0%
$54.7B
$2.48 Million 0.05% of portfolio
14,523
Q1 2025 Reduced 4.5%
$0
$2.44 Million 0.05% of portfolio
161,466
Q1 2025 Reduced 18.07%
$124B
$2.64 Million 0.05% of portfolio
15,473
Q1 2025 Added 18.12%
$198B
$2.61 Million 0.05% of portfolio
92,214
Q1 2025 Added 6.67%
$152B
$2.65 Million 0.05% of portfolio
71,681
Q1 2025 Added 8.17%
$0
$1.87 Million 0.04% of portfolio
23,622
Q1 2025 Added 100.0%
$22.7B
$1.89 Million 0.04% of portfolio
15,815
Q1 2025 Reduced 0.75%
$84.1B
$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%
$70.6B
$2.03 Million 0.04% of portfolio
15,612
Q1 2025 Added 1.06%
$0
$1.76 Million 0.04% of portfolio
32,268
Q1 2025 Reduced 9.56%
$0
$1.95 Million 0.04% of portfolio
6,350
Q1 2025 Added 4.79%
$0
$2.15 Million 0.04% of portfolio
75,623
Q1 2025 Reduced 0.79%
$0
$1.84 Million 0.04% of portfolio
110,711
Q1 2025 Reduced 6.59%
$53.5B
$2.07 Million 0.04% of portfolio
31,588
Q1 2025 Reduced 17.21%
$49.2B
$2 Million 0.04% of portfolio
8,735
Q1 2025 Reduced 11.4%
$0
$1.74 Million 0.04% of portfolio
10,026
Q1 2025 Added 6.89%
$33.4B
$2.12 Million 0.04% of portfolio
38,672
Q1 2025 Reduced 0.11%
$22.5B
$1.77 Million 0.04% of portfolio
4,782
Q1 2025 Added 48.83%
$76.3B
$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%
$69.3B
$2.15 Million 0.04% of portfolio
4,906
Q1 2025 Added 24.14%
$54.6B
$2.01 Million 0.04% of portfolio
16,306
Q1 2025 Added 0.31%
$153B
$2.17 Million 0.04% of portfolio
4,633
Q1 2025 Reduced 1.82%
$61.5B
$1.86 Million 0.04% of portfolio
33,116
Q1 2025 Added 0.07%
$0
$1.74 Million 0.04% of portfolio
14,940
Q4 2024 Added 0.05%
$5.38B
$1.75 Million 0.04% of portfolio
56,750
Q4 2024 Reduced 2.74%
$236B
$1.72 Million 0.04% of portfolio
23,507
Q1 2025 Reduced 0.45%
$98B
$1.25 Million 0.03% of portfolio
13,547
Q1 2025 Reduced 0.83%
$0
$1.56 Million 0.03% of portfolio
19,500
Q1 2025 New
$40.2B
$1.24 Million 0.03% of portfolio
18,241
Q1 2025 Reduced 6.76%
$0
$1.25 Million 0.03% of portfolio
2,306
Q1 2025 Added 0.09%

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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