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
$0
$1.64 Million 0.03% of portfolio
9,380
Q4 2024 Added 25.28%
$77.1B
$1.21 Million 0.03% of portfolio
4,324
Q4 2024 Added 3.62%
$275B
$1.25 Million 0.03% of portfolio
17,731
Q4 2024 Reduced 48.55%
$0
$1.43 Million 0.03% of portfolio
2,304
Q4 2024 Reduced 45.99%
$99.6B
$1.53 Million 0.03% of portfolio
76,144
Q4 2024 Added 62.34%
$92.3B
$1.55 Million 0.03% of portfolio
7,689
Q4 2024 Reduced 47.92%
$74.8B
$1.44 Million 0.03% of portfolio
10,319
Q4 2024 Reduced 2.93%
$81.2B
$1.52 Million 0.03% of portfolio
17,800
Q4 2024 Added 4.22%
$0
$1.56 Million 0.03% of portfolio
32,191
Q4 2024 Added 1.39%
$0
$1.26 Million 0.03% of portfolio
13,014
Q4 2024 Added 2.68%
$176B
$1.51 Million 0.03% of portfolio
9,827
Q4 2024 Added 0.72%
$139B
$1.42 Million 0.03% of portfolio
19,783
Q4 2024 Added 0.71%
$253B
$1.48 Million 0.03% of portfolio
23,614
Q4 2024 Added 1.89%
$0
$1.57 Million 0.03% of portfolio
14,737
Q4 2024 Added 0.45%
$38.8B
$1.55 Million 0.03% of portfolio
118,792
Q4 2024 Added 3.05%
$0
$1.43 Million 0.03% of portfolio
6,645
Q4 2024 Reduced 3.56%
$204B
$1.25 Million 0.03% of portfolio
9,981
Q4 2024 Reduced 3.64%
$88.4B
$1.34 Million 0.03% of portfolio
22,427
Q4 2024 Added 2.59%
$44.6B
$1.42 Million 0.03% of portfolio
10,588
Q4 2024 Reduced 51.52%
$0
$1.41 Million 0.03% of portfolio
40,359
Q4 2024 Added 31.8%
$0
$1.48 Million 0.03% of portfolio
16,660
Q4 2024 Reduced 49.28%
$36.1B
$1.21 Million 0.03% of portfolio
19,564
Q4 2024 Reduced 0.2%
$45.9B
$1.34 Million 0.03% of portfolio
17,930
Q4 2024 Added 88.8%
$88B
$1.48 Million 0.03% of portfolio
33,010
Q4 2024 Reduced 74.28%
$139B
$1.37 Million 0.03% of portfolio
19,442
Q4 2024 Added 0.33%
$19.7B
$1.67 Million 0.03% of portfolio
35,399
Q4 2024 Added 0.04%
$18.8B
$1.46 Million 0.03% of portfolio
3,213
Q4 2024 New
$28.6B
$1.23 Million 0.03% of portfolio
5,577
Q4 2024 Reduced 1.12%
$66.9B
$1.63 Million 0.03% of portfolio
13,164
Q4 2024 Reduced 1.37%
$44.4B
$1.38 Million 0.03% of portfolio
24,210
Q4 2024 Added 0.6%
$91.7B
$1.33 Million 0.03% of portfolio
12,322
Q4 2024 Added 0.91%
$0
$1.11 Million 0.02% of portfolio
100,423
Q2 2024 New
$73B
$979,000 0.02% of portfolio
773
Q3 2024 Reduced 0.64%
$0
$794,000 0.02% of portfolio
2,761
Q4 2024 Added 6.23%
$100B
$913,000 0.02% of portfolio
1,450
Q4 2024 Added 40.1%
$0
$924,000 0.02% of portfolio
52,217
Q4 2024 Added 0.07%
$37.7B
$1.02 Million 0.02% of portfolio
13,327
Q4 2024 Reduced 0.01%
$0
$758,000 0.02% of portfolio
2,850
Q4 2024 Added 9.03%
$60.2B
$937,000 0.02% of portfolio
3,890
Q4 2024 Added 100.21%
$53.1B
$942,000 0.02% of portfolio
3,834
Q4 2024 Reduced 1.06%
$0
$778,000 0.02% of portfolio
12,817
Q4 2024 Added 20.48%
$0
$1.09 Million 0.02% of portfolio
14,058
Q4 2024 Added 17.08%
$67.5B
$779,000 0.02% of portfolio
10,143
Q4 2024 Reduced 0.68%
$26.5B
$758,000 0.02% of portfolio
10,119
Q3 2024 Reduced 0.35%
$83.1B
$928,000 0.02% of portfolio
7,189
Q4 2024 Reduced 5.26%
$0
$1.06 Million 0.02% of portfolio
13,470
Q4 2024 Reduced 2.71%
$149B
$937,000 0.02% of portfolio
16,532
Q4 2024 Added 118.01%
$1.5B
$775,000 0.02% of portfolio
3,170
Q4 2024 Added 102.3%
$0
$819,000 0.02% of portfolio
6,245
Q4 2024 Reduced 3.86%

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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