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
$74.1B
$979,000 0.02% of portfolio
773
Q3 2024 Reduced 0.64%
$100B
$913,000 0.02% of portfolio
1,450
Q4 2024 Added 40.1%
$0
$924,000 0.02% of portfolio
52,217
Q4 2024 Added 0.07%
$41B
$1.02 Million 0.02% of portfolio
13,327
Q4 2024 Reduced 0.01%
$60.6B
$937,000 0.02% of portfolio
3,890
Q4 2024 Added 100.21%
$53.1B
$942,000 0.02% of portfolio
3,834
Q4 2024 Reduced 1.06%
$71.9B
$779,000 0.02% of portfolio
10,143
Q4 2024 Reduced 0.68%
$28.1B
$758,000 0.02% of portfolio
10,119
Q3 2024 Reduced 0.35%
$85.7B
$928,000 0.02% of portfolio
7,189
Q4 2024 Reduced 5.26%
$144B
$937,000 0.02% of portfolio
16,532
Q4 2024 Added 118.01%
$1.72B
$775,000 0.02% of portfolio
3,170
Q4 2024 Added 102.3%
$205B
$1.04 Million 0.02% of portfolio
12,089
Q4 2024 Added 4.13%
$71.1B
$891,000 0.02% of portfolio
1,900
Q4 2024 Added 2.59%
$167B
$751,000 0.02% of portfolio
9,940
Q4 2024 Added 4.0%
$36B
$972,000 0.02% of portfolio
10,894
Q4 2024 Reduced 0.82%
$10.5B
$1.16 Million 0.02% of portfolio
13,724
Q4 2024 Added 0.85%
$26.8B
$1.18 Million 0.02% of portfolio
29,529
Q4 2024 Added 7.38%
$322B
$745,000 0.02% of portfolio
3,026
Q4 2024 Added 128.21%
$76.7B
$863,000 0.02% of portfolio
3,683
Q4 2024 Added 7.82%
$22.5B
$737,000 0.02% of portfolio
8,403
Q4 2024 Added 0.19%
$93.9B
$746,000 0.02% of portfolio
2,196
Q4 2024 Added 1.2%
$97.8B
$1.12 Million 0.02% of portfolio
13,661
Q4 2024 Reduced 0.36%
$118B
$784,000 0.02% of portfolio
2,840
Q4 2024 Reduced 0.07%
$68.8B
$901,000 0.02% of portfolio
9,888
Q4 2024 Reduced 1.78%
$54.2B
$963,000 0.02% of portfolio
14,119
Q4 2024 Added 7.59%
$35.3B
$855,000 0.02% of portfolio
7,330
Q3 2024 Reduced 0.35%
$69.4B
$1.12 Million 0.02% of portfolio
4,265
Q4 2024 Reduced 3.72%
$37.9B
$1.11 Million 0.02% of portfolio
8,273
Q4 2024 Added 0.38%
$4.37B
$984,000 0.02% of portfolio
13,750
Q4 2024 Reduced 50.0%
$37.6B
$989,000 0.02% of portfolio
9,046
Q4 2024 Added 100.04%
$123M
$1.02 Million 0.02% of portfolio
119,880
Q4 2024 Added 100.0%
$36B
$881,000 0.02% of portfolio
13,819
Q4 2024 Added 2.12%
$8.24B
$932,000 0.02% of portfolio
19,494
Q4 2024 Added 129.34%
$15.8B
$963,000 0.02% of portfolio
13,359
Q4 2024 Reduced 5.32%
$236B
$747,000 0.02% of portfolio
11,414
Q4 2024 Added 7.5%
$161B
$561,000 0.01% of portfolio
4,651
Q4 2024 Added 0.91%
$188B
$392,000 0.01% of portfolio
370
Q4 2024 Reduced 5.37%
$174B
$650,000 0.01% of portfolio
1,307
Q4 2024 Reduced 3.26%
$747M
$352,000 0.01% of portfolio
25,727
Q3 2024 Added 7.28%
$21.1B
$283,000 0.01% of portfolio
1,550
Q4 2024 Added 0.06%
$98.1B
$252,000 0.01% of portfolio
4,286
Q4 2024 Reduced 52.21%
$74.9B
$273,000 0.01% of portfolio
1,361
Q4 2024 Added 0.22%
$60.9B
$365,000 0.01% of portfolio
2,123
Q4 2024 Reduced 0.93%
$43.8B
$297,000 0.01% of portfolio
3,800
Q2 2024 New
$27.8B
$384,000 0.01% of portfolio
36,278
Q4 2024 Added 10.5%
$2.39B
$378,000 0.01% of portfolio
7,666
Q4 2024 Added 1.13%
$71.5B
$531,000 0.01% of portfolio
5,007
Q4 2024 Added 7.89%
$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%

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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