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
$54.4B
$1.65 Million 0.03% of portfolio
3,412
Q1 2025 Reduced 1.44%
$0
$1.62 Million 0.03% of portfolio
14,877
Q1 2025 Added 0.95%
$0
$1.6 Million 0.03% of portfolio
32,043
Q1 2025 Reduced 0.46%
$10.3B
$1.28 Million 0.03% of portfolio
13,394
Q1 2025 Reduced 2.4%
$0
$1.42 Million 0.03% of portfolio
14,378
Q1 2025 Added 10.48%
$74.7B
$1.56 Million 0.03% of portfolio
26,032
Q1 2025 Added 101.75%
$51B
$1.6 Million 0.03% of portfolio
25,434
Q1 2025 Added 5.06%
$71.9B
$1.31 Million 0.03% of portfolio
8,552
Q1 2025 Added 99.07%
$147B
$1.55 Million 0.03% of portfolio
21,832
Q1 2025 Added 12.29%
$3.08B
$1.53 Million 0.03% of portfolio
28,514
Q1 2025 Added 107.37%
$2.39B
$1.38 Million 0.03% of portfolio
52,243
Q1 2025 Reduced 50.0%
$52.6B
$1.61 Million 0.03% of portfolio
2,537
Q1 2025 Reduced 2.05%
$165B
$1.54 Million 0.03% of portfolio
10,040
Q1 2025 Added 2.17%
$41.2B
$1.68 Million 0.03% of portfolio
10,692
Q1 2025 Added 0.98%
$0
$1.37 Million 0.03% of portfolio
26,212
Q1 2025 Reduced 1.28%
$0
$1.65 Million 0.03% of portfolio
8,875
Q1 2025 Added 0.17%
$0
$1.33 Million 0.03% of portfolio
10,590
Q1 2025 Added 171.19%
$0
$1.41 Million 0.03% of portfolio
15,571
Q1 2025 Reduced 6.54%
$0
$1.41 Million 0.03% of portfolio
5,290
Q1 2025 Added 85.61%
$71B
$1.41 Million 0.03% of portfolio
12,783
Q1 2025 Reduced 50.33%
$92.5B
$1.44 Million 0.03% of portfolio
21,261
Q1 2025 Reduced 5.2%
$90.3B
$1.49 Million 0.03% of portfolio
12,252
Q1 2025 Reduced 0.57%
$0
$1.63 Million 0.03% of portfolio
19,688
Q1 2025 Added 35.99%
$70.3B
$1.41 Million 0.03% of portfolio
12,882
Q1 2025 Reduced 2.14%
$218B
$1.24 Million 0.03% of portfolio
10,648
Q1 2025 Added 6.68%
$0
$1.28 Million 0.03% of portfolio
9,531
Q1 2025 Added 52.62%
$79.2B
$1.59 Million 0.03% of portfolio
10,888
Q1 2025 Added 5.51%
$138B
$1.46 Million 0.03% of portfolio
20,588
Q1 2025 Added 4.07%
$10.5B
$1.23 Million 0.03% of portfolio
8,004
Q1 2025 Reduced 21.17%
$167B
$738,000 0.02% of portfolio
1,453
Q1 2025 Added 11.17%
$84.8B
$1.02 Million 0.02% of portfolio
4,272
Q1 2025 Reduced 1.2%
$356B
$865,000 0.02% of portfolio
3,226
Q1 2025 Added 6.61%
$92.1B
$774,000 0.02% of portfolio
2,219
Q1 2025 Added 1.05%
$71.5B
$982,000 0.02% of portfolio
10,515
Q1 2025 Added 6.34%
$0
$1.12 Million 0.02% of portfolio
14,250
Q1 2025 Added 1.37%
$64.8B
$817,000 0.02% of portfolio
19,369
Q1 2025 Reduced 52.88%
$80.9B
$1.05 Million 0.02% of portfolio
7,138
Q1 2025 Reduced 0.71%
$108B
$840,000 0.02% of portfolio
1,236
Q1 2025 Reduced 14.76%
$0
$780,000 0.02% of portfolio
6,102
Q1 2025 Added 100.0%
$0
$1.04 Million 0.02% of portfolio
10,604
Q1 2025 Added 7.96%
$74.4B
$848,000 0.02% of portfolio
1,657
Q1 2025 Reduced 12.79%
$30.9B
$882,000 0.02% of portfolio
7,330
Q3 2024 Reduced 0.35%
$96.1B
$808,000 0.02% of portfolio
2,456
Q1 2025 Reduced 0.69%
$78.8B
$935,000 0.02% of portfolio
676
Q1 2025 Reduced 12.55%
$82B
$972,000 0.02% of portfolio
14,907
Q1 2025 Reduced 16.25%
$164B
$834,000 0.02% of portfolio
12,024
Q1 2025 Reduced 0.54%
$130B
$757,000 0.02% of portfolio
1,377
Q1 2025 Added 26.68%
$0
$744,000 0.02% of portfolio
15,644
Q1 2025 Added 0.21%
$100B
$928,000 0.02% of portfolio
8,306
Q1 2025 Reduced 0.14%

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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