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CIK: 0001469475
Total reported value
$6.4B
$6.4B
593 檔
19.7%
The Q3 2024 SEC filing reveals that Mesirow Financial Investment Management, Inc. held a total portfolio value of $6.4B, covering 593 public equity positions.
In Q3 2024, Mesirow Financial Investment Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, MOAT) accounted for 19.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $24.0M
Top Position Liquidated / Trimmed
TEL
前期市值: $23.9M
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.39% | +0.13% | +1.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.03% | +0.59% | -0.46% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.96% | +0.13% | +3.59% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.13% | +0.61% | +4.46% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.72% | +0.06% | +101.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.33% | +1.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.90% | +0.37% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.44% | +0.35% | +1.74% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.36% | -1.63% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.59% | -0.06% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.79% | +0.27% | +109.74% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.17% | +1.93% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.16% | +1.29% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.45% | +0.16% | +1.56% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.32% | +0.98% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | +0.04% | +108.22% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.13% | -0.72% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.27% | +0.05% | +105.73% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.11% | -0.28% | +2.81% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.08% | — | -0.22% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | +0.02% | +107.81% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | -0.81% | +15.71% | |
| 23 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.91% | -1.21% | +11.53% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.05% | -0.09% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.06% | +101.68% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | +0.02% | +119.13% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.09% | +923.51% | |
| 28 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.79% | +0.11% | +101.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.05% | -5.86% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.03% | +0.08% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.05% | +100.84% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.46% | -0.32% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.72% | -0.11% | -0.20% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.21% | +0.54% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.04% | +0.26% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.14% | +1.86% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.69% | +0.03% | -1.74% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | +0.08% | -1.19% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.06% | +2.71% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.07% | -0.82% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | +0.04% | -0.37% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.63% | +0.05% | +97.97% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.60% | — | -0.46% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | -0.76% | +3.35% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.15% | +0.49% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.54% | -0.32% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.01% | +0.55% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.15% | +1.33% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.12% | +42.86% | |
| 50 | FITB | Fifth Third Bancorp | Stock-Financials | 0.52% | +0.05% | -5.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +1.3% | +101.25% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +0.9% | +109.74% | Add |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +108.22% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.6% | +105.73% | Add |
| 5 | TEL | TE Connectivity plc | +0.5% | NEW | New buy |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +107.81% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.4% | +119.13% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.4% | +101.68% | Add |
| 9 | WMT | Walmart Inc | +0.4% | +100.84% | Add |
| 10 | MGC | Vanguard Mega Cap ETF | +0.4% | +101.02% | Add |
| 11 | VONG | Vanguard Russell 1000 Growth | +0.3% | +97.97% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +215.43% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +101.10% | Add |
| 14 | ZTS | Zoetis Inc | +0.2% | +105.54% | Add |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +42.86% | Add |
| 16 | DIM | Wisdomtree Intl M/c Dvd Fund | +0.1% | +98.83% | Add |
| 17 | AMTM | Amentum Holdings Inc | +0.1% | NEW | New buy |
| 18 | HON | Honeywell International Inc | +0.1% | +109.28% | Add |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +15.71% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -0.09% | Trim |
| 21 | TCAF | T Rowe Prc Cap Appreciation | 0% | +20.32% | Add |
| 22 | RTX | Rtx CORP | 0% | +0.26% | Add |
| 23 | ACN | Accenture plc | 0% | +1.86% | Add |
| 24 | ORCL | Oracle CORP | 0% | +2.28% | Add |
| 25 | HD | Home Depot Inc | 0% | +2.42% | Add |
| 26 | CAT | Caterpillar Inc | 0% | -0.32% | Trim |
| 27 | GLD | Spdr Gold Shares | — | +2.81% | Add |
| 28 | FPAG | Fpa Global Equity ETF New | — | +11.53% | Add |
| 29 | UNH | Unitedhealth Group Inc | — | +1.33% | Add |
| 30 | MOAT | Vaneck Morningstar Wide Moat | 0% | +3.59% | Add |
| 31 | ABBV | Abbvie Inc | 0% | -0.82% | Trim |
| 32 | VTV | Vanguard Value ETF | 0% | +2.71% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.46% | Add |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.22% | Trim |
| 35 | AVGO | Broadcom Inc | -0.1% | +923.51% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.93% | Add |
| 37 | BA | Boeing Co/the | -0.1% | -66.99% | Trim |
| 38 | BP | Bp Plc-spons Adr | -0.1% | -88.01% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.04% | Add |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.2% | +1.74% | Add |
| 41 | FDX | Fedex CORP | -0.2% | -0.20% | Trim |
| 42 | VUG | Vanguard Growth ETF | -0.2% | -25.81% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.33% | Add |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.63% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | -0.46% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.98% | Add |
| 47 | BLKCHF | Blackrock Inc | -0.4% | -97.56% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | +0.37% | Add |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -0.06% | Trim |
| 50 | TEL | TE Connectivity plc | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Mesirow Financial Investment Management, Inc. reported a total U.S. public equity portfolio value of $6.4B across 593 disclosed positions in Q3 2024.
During Q3 2024, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.4%)、AAPL (5.0%)、MOAT (5.0%). The largest single position, BRK-B, represented 8.4% of total portfolio value.
In Q3 2024, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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