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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$9.25 Million 0.19% of portfolio
348,703
Q4 2024 Added 2.38%
$593B
$9.29 Million 0.19% of portfolio
29,399
Q4 2024 Reduced 50.82%
$464B
$9.28 Million 0.19% of portfolio
86,272
Q4 2024 Reduced 3.48%
$81.1B
$8.99 Million 0.19% of portfolio
35,448
Q4 2024 Reduced 0.14%
$27B
$8.36 Million 0.17% of portfolio
79,887
Q4 2024 Reduced 11.15%
$86.5B
$7.9 Million 0.16% of portfolio
186,141
Q4 2024 Added 0.37%
$25.3B
$7.34 Million 0.15% of portfolio
12,726
Q4 2024 Added 98.22%
$42.4B
$6.9 Million 0.14% of portfolio
145,152
Q4 2024 Added 0.53%
$241B
$6.8 Million 0.14% of portfolio
56,472
Q4 2024 Added 6.2%
$150B
$6.24 Million 0.13% of portfolio
103,504
Q4 2024 Added 114.64%
$78.3B
$6.24 Million 0.13% of portfolio
38,288
Q4 2024 Reduced 53.48%
$82B
$6.32 Million 0.13% of portfolio
17,104
Q4 2024 Added 99.74%
$925B
$5.79 Million 0.12% of portfolio
14,342
Q4 2024 Added 30.64%
$263B
$5.58 Million 0.12% of portfolio
94,320
Q4 2024 Added 2.78%
$436B
$5.72 Million 0.12% of portfolio
6,419
Q4 2024 Reduced 3.56%
$0
$5.05 Million 0.11% of portfolio
230,654
Q4 2024 Added 8.9%
$146B
$5.46 Million 0.11% of portfolio
15,158
Q4 2024 Reduced 16.42%
$131B
$4.72 Million 0.1% of portfolio
16,141
Q4 2024 Added 1.93%
$234B
$4.81 Million 0.1% of portfolio
48,375
Q4 2024 Reduced 0.9%
$117B
$4.88 Million 0.1% of portfolio
32,983
Q4 2024 Reduced 8.17%
$447M
$4.4 Million 0.09% of portfolio
204,733
Q4 2024 Reduced 8.89%
$31.2B
$4.55 Million 0.09% of portfolio
38,715
Q4 2024 Added 7.0%
$0
$4.36 Million 0.09% of portfolio
386,400
Q3 2024 Added 0.0%
$51.6B
$4.4 Million 0.09% of portfolio
4,172
Q4 2024 Added 100.19%
$15.1B
$3.76 Million 0.08% of portfolio
23,764
Q2 2024 New
$76B
$4.06 Million 0.08% of portfolio
44,628
Q4 2024 Reduced 1.64%
$92B
$3.96 Million 0.08% of portfolio
6,953
Q4 2024 Reduced 2.47%
$95.7B
$3.61 Million 0.08% of portfolio
19,678
Q4 2024 Reduced 27.31%
$81.9B
$3.6 Million 0.08% of portfolio
16,003
Q4 2024 Reduced 1.97%
$165B
$3.67 Million 0.08% of portfolio
14,087
Q4 2024 Added 1.48%
$23B
$3.66 Million 0.08% of portfolio
35,684
Q4 2024 Added 0.03%
$54.5B
$3.5 Million 0.07% of portfolio
37,961
Q4 2024 Reduced 1.38%
$114B
$3.4 Million 0.07% of portfolio
19,717
Q4 2024 Reduced 3.28%
$145B
$3.53 Million 0.07% of portfolio
29,217
Q4 2024 Added 0.44%
$0
$3.35 Million 0.07% of portfolio
77,073
Q4 2024 Added 0.82%
$86.8B
$3.25 Million 0.07% of portfolio
25,736
Q4 2024 Added 97.17%
$151B
$3.48 Million 0.07% of portfolio
15,171
Q4 2024 Added 3.34%
$25.4B
$3.42 Million 0.07% of portfolio
20,169
Q4 2024 Reduced 2.54%
$39.6B
$2.65 Million 0.06% of portfolio
38,154
Q4 2024 Reduced 0.61%
$226B
$2.72 Million 0.06% of portfolio
16,312
Q4 2024 Added 0.12%
$165B
$2.65 Million 0.06% of portfolio
11,054
Q4 2024 Added 2.15%
$936B
$3.1 Million 0.06% of portfolio
15,721
Q4 2024 Added 8.98%
$100B
$2.9 Million 0.06% of portfolio
55,455
Q4 2024 Added 6.97%
$91.2B
$2.88 Million 0.06% of portfolio
12,401
Q4 2024 Added 1.87%
$212B
$2.38 Million 0.05% of portfolio
4,162
Q4 2024 Added 89.27%
$53.3B
$2.63 Million 0.05% of portfolio
15,207
Q4 2024 Reduced 0.19%
$104B
$2.32 Million 0.05% of portfolio
13,099
Q4 2024 Reduced 11.23%
$64.3B
$2.24 Million 0.05% of portfolio
9,859
Q4 2024 Reduced 29.15%
$100B
$2.18 Million 0.05% of portfolio
28,842
Q4 2024 Added 1.67%

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
Track This Portfolio

Track Mesirow Financial Investment Management, Inc. Portfolio

Follow Mesirow Financial Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mesirow Financial Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mesirow Financial Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email