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
$127B
$2.21 Million 0.05% of portfolio
39,019
Q4 2024 Added 3.95%
$158B
$2.49 Million 0.05% of portfolio
66,265
Q4 2024 Added 3.64%
$0
$2.28 Million 0.05% of portfolio
195,737
Q2 2024 New
$181B
$2.52 Million 0.05% of portfolio
63,112
Q4 2024 Reduced 51.29%
$33.7B
$2.42 Million 0.05% of portfolio
25,705
Q4 2024 Reduced 47.37%
$118B
$2.2 Million 0.05% of portfolio
4,528
Q4 2024 Added 0.42%
$57.3B
$1.84 Million 0.04% of portfolio
3,462
Q4 2024 Added 0.06%
$54.8B
$2.09 Million 0.04% of portfolio
33,094
Q4 2024 Added 0.68%
$74.9B
$1.84 Million 0.04% of portfolio
2,590
Q4 2024 Reduced 0.77%
$4.65B
$1.79 Million 0.04% of portfolio
56,750
Q4 2024 Reduced 2.74%
$177B
$1.74 Million 0.04% of portfolio
8,932
Q4 2024 Added 0.54%
$69.7B
$1.97 Million 0.04% of portfolio
41,102
Q4 2024 Added 101.91%
$23.6B
$1.85 Million 0.04% of portfolio
15,935
Q4 2024 Reduced 50.4%
$195B
$1.97 Million 0.04% of portfolio
86,450
Q4 2024 Reduced 2.15%
$84.6B
$2.05 Million 0.04% of portfolio
5,695
Q4 2024 Reduced 5.13%
$173B
$1.81 Million 0.04% of portfolio
2,874
Q4 2024 Added 93.8%
$62.4B
$1.85 Million 0.04% of portfolio
16,256
Q4 2024 Reduced 0.32%
$117B
$1.79 Million 0.04% of portfolio
5,401
Q4 2024 Reduced 21.45%
$73.5B
$1.83 Million 0.04% of portfolio
3,952
Q4 2024 Reduced 2.4%
$43.9B
$1.93 Million 0.04% of portfolio
51,325
Q4 2024 Reduced 3.52%
$145B
$2 Million 0.04% of portfolio
4,719
Q4 2024 Reduced 0.86%
$8.84B
$1.72 Million 0.04% of portfolio
10,154
Q4 2024 Reduced 0.59%
$0
$1.71 Million 0.04% of portfolio
199,086
Q4 2024 Added 0.06%
$16.7B
$1.99 Million 0.04% of portfolio
26,522
Q4 2024 Reduced 66.42%
$36.8B
$1.23 Million 0.03% of portfolio
3,951
Q4 2024 Reduced 50.0%
$91B
$1.21 Million 0.03% of portfolio
4,324
Q4 2024 Added 3.62%
$297B
$1.25 Million 0.03% of portfolio
17,731
Q4 2024 Reduced 48.55%
$97.4B
$1.53 Million 0.03% of portfolio
76,144
Q4 2024 Added 62.34%
$95.6B
$1.55 Million 0.03% of portfolio
7,689
Q4 2024 Reduced 47.92%
$74.9B
$1.44 Million 0.03% of portfolio
10,319
Q4 2024 Reduced 2.93%
$82.2B
$1.52 Million 0.03% of portfolio
17,800
Q4 2024 Added 4.22%
$177B
$1.51 Million 0.03% of portfolio
9,827
Q4 2024 Added 0.72%
$138B
$1.42 Million 0.03% of portfolio
19,783
Q4 2024 Added 0.71%
$240B
$1.48 Million 0.03% of portfolio
23,614
Q4 2024 Added 1.89%
$40.9B
$1.55 Million 0.03% of portfolio
118,792
Q4 2024 Added 3.05%
$225B
$1.25 Million 0.03% of portfolio
9,981
Q4 2024 Reduced 3.64%
$88B
$1.34 Million 0.03% of portfolio
22,427
Q4 2024 Added 2.59%
$44.5B
$1.42 Million 0.03% of portfolio
10,588
Q4 2024 Reduced 51.52%
$35.6B
$1.21 Million 0.03% of portfolio
19,564
Q4 2024 Reduced 0.2%
$46.1B
$1.34 Million 0.03% of portfolio
17,930
Q4 2024 Added 88.8%
$86.3B
$1.48 Million 0.03% of portfolio
33,010
Q4 2024 Reduced 74.28%
$155B
$1.37 Million 0.03% of portfolio
19,442
Q4 2024 Added 0.33%
$20.7B
$1.67 Million 0.03% of portfolio
35,399
Q4 2024 Added 0.04%
$19.5B
$1.46 Million 0.03% of portfolio
3,213
Q4 2024 New
$28.3B
$1.23 Million 0.03% of portfolio
5,577
Q4 2024 Reduced 1.12%
$71.9B
$1.63 Million 0.03% of portfolio
13,164
Q4 2024 Reduced 1.37%
$45.3B
$1.38 Million 0.03% of portfolio
24,210
Q4 2024 Added 0.6%
$90.5B
$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

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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