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
$1.5B
$284,000 0.01% of portfolio
4,721
Q4 2024 Added 12.4%
$6.98B
$588,000 0.01% of portfolio
3,084
Q4 2024 Reduced 1.75%
$0
$441,000 0.01% of portfolio
23,865
Q4 2024 Added 100.92%
$1.19B
$272,000 0.01% of portfolio
20,597
Q4 2024 Added 1.2%
$59.1B
$255,000 0.01% of portfolio
6,663
Q4 2024 Reduced 38.13%
$71.1B
$541,000 0.01% of portfolio
4,296
Q4 2024 Reduced 49.97%
$884M
$447,000 0.01% of portfolio
27,191
Q4 2024 New
$57B
$270,000 0.01% of portfolio
1,486
Q4 2024 Added 82.33%
$20.7B
$413,000 0.01% of portfolio
8,579
Q4 2024 Reduced 60.98%
$37.3B
$277,000 0.01% of portfolio
2,668
Q4 2024 Added 0.15%
$41.6B
$600,000 0.01% of portfolio
6,480
Q4 2024 Added 1.84%
$86.3B
$375,000 0.01% of portfolio
317
Q4 2024 Reduced 1.55%
$16.3B
$485,000 0.01% of portfolio
1,258
Q4 2024 Reduced 58.43%
$21.9B
$264,000 0.01% of portfolio
2,505
Q4 2024 Reduced 52.32%
$50.4B
$289,000 0.01% of portfolio
2,360
Q4 2024 Added 32.66%
$7.24B
$268,000 0.01% of portfolio
1,609
Q4 2024 Added 1.13%
$11.9B
$601,000 0.01% of portfolio
16,631
Q2 2024 New
$67.3B
$516,000 0.01% of portfolio
16,000
Q4 2024 Added 1.45%
$1.87B
$324,000 0.01% of portfolio
4,460
Q4 2024 Reduced 10.94%
$85.9B
$438,000 0.01% of portfolio
690
Q4 2024 Added 0.15%
$37.1B
$486,000 0.01% of portfolio
1,539
Q3 2024 Added 0.07%
$40.5B
$450,000 0.01% of portfolio
5,329
Q4 2024 Reduced 0.76%
$42.8B
$712,000 0.01% of portfolio
6,013
Q4 2024 Added 6.48%
$1.28B
$456,000 0.01% of portfolio
5,372
Q4 2024 Added 1.42%
$3.22B
$525,000 0.01% of portfolio
30,662
Q4 2024 Added 0.71%
$11.9B
$437,000 0.01% of portfolio
347
Q4 2024 Added 0.58%
$618M
$404,000 0.01% of portfolio
43,032
Q4 2024 Added 4.97%
$52.9B
$385,000 0.01% of portfolio
1,493
Q4 2024 Reduced 48.73%
$39.4B
$249,000 0.01% of portfolio
3,689
Q4 2024 Reduced 56.71%
$2.99B
$449,000 0.01% of portfolio
5,084
Q4 2024 Added 1.17%
$0
$309,000 0.01% of portfolio
5,315
Q4 2024 Added 3.2%
$2.25B
$316,000 0.01% of portfolio
4,302
Q4 2024 Added 1.25%
$70.9B
$698,000 0.01% of portfolio
12,903
Q4 2024 Reduced 49.82%
$37.6B
$397,000 0.01% of portfolio
668
Q4 2024 Added 0.75%
$17.4B
$429,000 0.01% of portfolio
14,714
Q4 2024 Reduced 9.08%
$868M
$358,000 0.01% of portfolio
4,351
Q4 2024 Added 1.14%
$123B
$500,000 0.01% of portfolio
10,248
Q4 2024 Reduced 40.35%
$0
$441,000 0.01% of portfolio
9,113
Q4 2024 Reduced 48.87%
$0
$532,000 0.01% of portfolio
6,634
Q4 2024 Reduced 44.25%
$109B
$614,000 0.01% of portfolio
20,278
Q4 2024 Added 98.07%
$1.02B
$444,000 0.01% of portfolio
17,120
Q4 2024 Added 1.19%
$2.19B
$328,000 0.01% of portfolio
7,064
Q4 2024 Added 1.15%
$0
$386,000 0.01% of portfolio
12,188
Q4 2024 New
$118B
$388,000 0.01% of portfolio
1,829
Q4 2024 Reduced 7.67%
$0
$360,000 0.01% of portfolio
36,700
Q4 2024 Added 19.93%
$0
$310,000 0.01% of portfolio
3,473
Q4 2024 Reduced 49.86%
$954M
$373,000 0.01% of portfolio
14,546
Q4 2024 Added 0.57%
$2.09B
$421,000 0.01% of portfolio
25,763
Q4 2024 Added 1.15%
$136B
$323,000 0.01% of portfolio
1,988
Q4 2024 Reduced 9.72%

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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