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
$80B
$3.25 Million 0.07% of portfolio
25,736
Q4 2024 Added 97.17%
$0
$3.18 Million 0.07% of portfolio
48,044
Q4 2024 Reduced 1.14%
$150B
$3.48 Million 0.07% of portfolio
15,171
Q4 2024 Added 3.34%
$0
$3.34 Million 0.07% of portfolio
46,465
Q4 2024 Added 2.76%
$24.9B
$3.42 Million 0.07% of portfolio
20,169
Q4 2024 Reduced 2.54%
$2.37B
$2.78 Million 0.06% of portfolio
104,486
Q4 2024 Added 100.0%
$39.6B
$2.65 Million 0.06% of portfolio
38,154
Q4 2024 Reduced 0.61%
$218B
$2.72 Million 0.06% of portfolio
16,312
Q4 2024 Added 0.12%
$163B
$2.65 Million 0.06% of portfolio
11,054
Q4 2024 Added 2.15%
$857B
$3.1 Million 0.06% of portfolio
15,721
Q4 2024 Added 8.98%
$104B
$2.9 Million 0.06% of portfolio
55,455
Q4 2024 Added 6.97%
$94.3B
$2.88 Million 0.06% of portfolio
12,401
Q4 2024 Added 1.87%
$0
$2.44 Million 0.05% of portfolio
76,224
Q4 2024 Reduced 4.44%
$0
$2.16 Million 0.05% of portfolio
118,520
Q4 2024 Added 1.88%
$185B
$2.38 Million 0.05% of portfolio
4,162
Q4 2024 Added 89.27%
$43.4B
$2.63 Million 0.05% of portfolio
15,207
Q4 2024 Reduced 0.19%
$64.9B
$2.24 Million 0.05% of portfolio
9,859
Q4 2024 Reduced 29.15%
$79.7B
$2.18 Million 0.05% of portfolio
28,842
Q4 2024 Added 1.67%
$128B
$2.21 Million 0.05% of portfolio
39,019
Q4 2024 Added 3.95%
$161B
$2.49 Million 0.05% of portfolio
66,265
Q4 2024 Added 3.64%
$0
$2.28 Million 0.05% of portfolio
195,737
Q2 2024 New
$189B
$2.52 Million 0.05% of portfolio
63,112
Q4 2024 Reduced 51.29%
$33.9B
$2.42 Million 0.05% of portfolio
25,705
Q4 2024 Reduced 47.37%
$116B
$2.2 Million 0.05% of portfolio
4,528
Q4 2024 Added 0.42%
$0
$1.86 Million 0.04% of portfolio
35,678
Q4 2024 Added 5.58%
$51.5B
$1.84 Million 0.04% of portfolio
3,462
Q4 2024 Added 0.06%
$0
$2.11 Million 0.04% of portfolio
24,584
Q4 2024 Reduced 3.88%
$50.8B
$2.09 Million 0.04% of portfolio
33,094
Q4 2024 Added 0.68%
$68.3B
$1.84 Million 0.04% of portfolio
2,590
Q4 2024 Reduced 0.77%
$4.43B
$1.79 Million 0.04% of portfolio
56,750
Q4 2024 Reduced 2.74%
$177B
$1.74 Million 0.04% of portfolio
8,932
Q4 2024 Added 0.54%
$62.8B
$1.97 Million 0.04% of portfolio
41,102
Q4 2024 Added 101.91%
$21.5B
$1.85 Million 0.04% of portfolio
15,935
Q4 2024 Reduced 50.4%
$201B
$1.97 Million 0.04% of portfolio
86,450
Q4 2024 Reduced 2.15%
$0
$1.76 Million 0.04% of portfolio
8,860
Q4 2024 Reduced 49.06%
$81.6B
$2.05 Million 0.04% of portfolio
5,695
Q4 2024 Reduced 5.13%
$169B
$1.81 Million 0.04% of portfolio
2,874
Q4 2024 Added 93.8%
$53.9B
$1.69 Million 0.04% of portfolio
15,448
Q4 2024 Reduced 0.16%
$0
$1.95 Million 0.04% of portfolio
6,060
Q4 2024 Added 56.63%
$58.6B
$1.85 Million 0.04% of portfolio
16,256
Q4 2024 Reduced 0.32%
$109B
$1.79 Million 0.04% of portfolio
5,401
Q4 2024 Reduced 21.45%
$72.3B
$1.83 Million 0.04% of portfolio
3,952
Q4 2024 Reduced 2.4%
$0
$1.76 Million 0.04% of portfolio
14,940
Q4 2024 Added 0.05%
$44.4B
$1.93 Million 0.04% of portfolio
51,325
Q4 2024 Reduced 3.52%
$140B
$2 Million 0.04% of portfolio
4,719
Q4 2024 Reduced 0.86%
$9.88B
$1.72 Million 0.04% of portfolio
10,154
Q4 2024 Reduced 0.59%
$0
$1.71 Million 0.04% of portfolio
199,086
Q4 2024 Added 0.06%
$15.1B
$1.99 Million 0.04% of portfolio
26,522
Q4 2024 Reduced 66.42%
$36.5B
$1.23 Million 0.03% of portfolio
3,951
Q4 2024 Reduced 50.0%

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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