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
$757,000 0.02% of portfolio
11,922
Q1 2025 Reduced 6.98%
$0
$809,000 0.02% of portfolio
13,351
Q1 2025 Reduced 0.3%
$0
$1.06 Million 0.02% of portfolio
13,470
Q4 2024 Reduced 2.71%
$37.1B
$1.21 Million 0.02% of portfolio
10,900
Q1 2025 Added 0.06%
$80.3B
$830,000 0.02% of portfolio
36,555
Q1 2025 Reduced 51.99%
$75.7B
$899,000 0.02% of portfolio
3,549
Q1 2025 Reduced 3.64%
$33.5B
$745,000 0.02% of portfolio
9,985
Q1 2025 Reduced 25.08%
$0
$1.07 Million 0.02% of portfolio
40,854
Q1 2025 Added 0.12%
$123B
$796,000 0.02% of portfolio
2,637
Q1 2025 Reduced 7.15%
$32.2B
$764,000 0.02% of portfolio
12,785
Q1 2025 Reduced 7.48%
$22.5B
$1.11 Million 0.02% of portfolio
17,826
Q1 2025 Added 100.7%
$0
$845,000 0.02% of portfolio
52,255
Q1 2025 Added 0.07%
$138B
$832,000 0.02% of portfolio
7,434
Q1 2025 Added 6.32%
$71.6B
$881,000 0.02% of portfolio
10,507
Q1 2025 Added 3.59%
$128B
$1.21 Million 0.02% of portfolio
4,445
Q1 2025 Reduced 17.7%
$19.5B
$902,000 0.02% of portfolio
25,843
Q1 2025 Reduced 12.48%
$26.5B
$1.04 Million 0.02% of portfolio
14,582
Q1 2025 Added 120.44%
$0
$825,000 0.02% of portfolio
26,433
Q1 2025 Added 3.54%
$0
$825,000 0.02% of portfolio
8,600
Q2 2024 New
$0
$773,000 0.02% of portfolio
14,869
Q2 2024 New
$80.9B
$756,000 0.02% of portfolio
928
Q1 2025 Added 94.96%
$28.7B
$1.08 Million 0.02% of portfolio
5,886
Q1 2025 Added 5.54%
$53.1B
$960,000 0.02% of portfolio
3,906
Q1 2025 Added 1.88%
$24.3B
$1.05 Million 0.02% of portfolio
4,661
Q1 2025 New
$59.5B
$850,000 0.02% of portfolio
13,421
Q1 2025 Reduced 4.94%
$226B
$810,000 0.02% of portfolio
11,033
Q1 2025 Reduced 3.34%
$11.8B
$845,000 0.02% of portfolio
12,676
Q1 2025 Added 100.28%
$212B
$827,000 0.02% of portfolio
1,348
Q1 2025 Reduced 53.1%
$0
$363,000 0.01% of portfolio
1,416
Q1 2025 Added 0.07%
$74.7B
$339,000 0.01% of portfolio
1,860
Q1 2025 Reduced 38.55%
$19.8B
$655,000 0.01% of portfolio
17,522
Q1 2025 Reduced 0.56%
$21.9B
$340,000 0.01% of portfolio
3,872
Q1 2025 New
$26.5B
$705,000 0.01% of portfolio
5,101
Q1 2025 Reduced 0.35%
$0
$514,000 0.01% of portfolio
2,103
Q1 2025 Added 0.14%
$531M
$519,000 0.01% of portfolio
43,732
Q1 2025 Added 1.63%
$40.4B
$440,000 0.01% of portfolio
5,351
Q1 2025 Added 0.41%
$38.6B
$709,000 0.01% of portfolio
6,356
Q1 2025 Added 5.7%
$41B
$280,000 0.01% of portfolio
2,204
Q1 2025 Reduced 9.82%
$15.4B
$482,000 0.01% of portfolio
14,107
Q1 2025 Reduced 4.13%
$0
$422,000 0.01% of portfolio
8,210
Q1 2025 Added 0.28%
$49B
$391,000 0.01% of portfolio
1,539
Q3 2024 Added 0.07%
$0
$260,000 0.01% of portfolio
8,050
Q4 2024 New
$124B
$522,000 0.01% of portfolio
10,774
Q1 2025 Added 5.13%
$33.9B
$685,000 0.01% of portfolio
35,282
Q1 2025 Added 15.64%
$749M
$325,000 0.01% of portfolio
4,351
Q4 2024 Added 1.14%
$2.27B
$313,000 0.01% of portfolio
4,302
Q4 2024 Added 1.25%
$2.25B
$303,000 0.01% of portfolio
3,628
Q4 2024 Added 1.11%
$31.8B
$274,000 0.01% of portfolio
5,532
Q1 2025 Added 5.92%
$259B
$547,000 0.01% of portfolio
6,490
Q1 2025 Reduced 34.71%

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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