Mesirow-Financial-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OSBC",
  "HYT",
  "INTS",
  null,
  "PTLO",
  "SE",
  "FPI",
  "CDRE",
  "DJP",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  "AGI.TO",
  "NLY",
  "AORT",
  "STRL",
  null,
  null,
  "MU",
  null,
  "ACN",
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "RIOT",
  "PXF",
  "AXP",
  "ANIP",
  "FOLD",
  "ADMA",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "NRGV",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "AVEM",
  "CP.TO",
  "ARCC",
  "BSX",
  "CSQ",
  "COF",
  "CMI",
  "LC",
  "NMRK",
  "DUK",
  "NUV",
  "NICE",
  "ESS",
  "EBAY",
  null,
  "EQH",
  null,
  "WTTR",
  "UMH",
  "EXPE",
  "EXPD",
  null,
  "FFIN",
  null,
  "FCX",
  "ADPT",
  "SGMO",
  "FITB",
  "NEWP",
  "RLAY",
  "STOK",
  "SNDX",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  null,
  "HON",
  "BRFH",
  "HD",
  "BHK",
  "IBN",
  "AZN",
  "CCB",
  "MCD",
  "INTU",
  null,
  "FBIN",
  null,
  "UNP",
  "GGN",
  "QCOM",
  "GLPI",
  "SCCO",
  null,
  null,
  "ISRG",
  "ACI",
  "HSBC",
  "CMBT",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "NWL",
  null,
  "ICE",
  "META",
  null,
  null,
  "LQDT",
  "LCTX",
  "MAMA",
  "MCS",
  "OABI",
  "IVW",
  null,
  "PHX",
  "PIII",
  "IJH",
  null,
  "POCI",
  "RDW",
  "RSI",
  null,
  "SKYH",
  "SKE.TO",
  "TDUP",
  "SWK",
  null,
  null,
  "NAC",
  "FNWD",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "IWS",
  "LIN",
  null,
  "MPC",
  "LIQT",
  "CMU",
  "MMC",
  "PWR",
  "MA",
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "DOUG",
  "MS",
  "EQIX",
  "ESPR",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  "HLX",
  null,
  "GWRE",
  "NTRS",
  "NI",
  "HIG",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  "ORLY",
  "ICLR",
  "PCAR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "UFPT",
  "VXF",
  "SOUN",
  "VV",
  "DUOT",
  "ATEC",
  "EOSE",
  null,
  "VOE",
  "SCHW",
  "MCB",
  "SD",
  "TSSI",
  "UTI",
  "EQX",
  null,
  "PNW",
  "VWO",
  null,
  null,
  "IWV",
  "VCIT",
  "COGT",
  null,
  "EME",
  "VIG",
  "NEPH",
  null,
  "LYG",
  null,
  "MOD",
  "IWO",
  "GMED",
  "IWN",
  "IEF",
  "TSM",
  "GSK",
  "GPN",
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EW",
  "TT",
  "GDYN",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "ACGL",
  null,
  "AXON",
  "APH",
  "AMD",
  "EL",
  null,
  "SDY",
  "FI",
  "DRI",
  "NTRA",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "AEP",
  "ESQ",
  "ES",
  "EXTR",
  "HLIT",
  "ICCC",
  "ILPT",
  null,
  "ISSC",
  "IDCC",
  null,
  "KBDC",
  "KRMD",
  "KLXE",
  null,
  "NBN",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "IVE",
  "HCA",
  null,
  null,
  "TPL",
  null,
  "ELS",
  "ABEV",
  null,
  "UPWK",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VUSB",
  "VLTO",
  "VTV",
  "VRRM",
  "VEEV",
  "VXRT",
  "VTRS",
  "V",
  "VITL",
  "VRDN",
  "WFRD",
  "WBD",
  null,
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WTW",
  "WMB",
  null,
  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XYL",
  "ZBRA",
  null,
  null,
  null,
  null,
  "DTE",
  "PAR",
  "CNQ",
  "AEM",
  "SCHD",
  "DVY",
  "SCHF",
  null,
  "NSC",
  "HLMN",
  "MNDY",
  null,
  "SO",
  "TTD",
  "TRP",
  "OTIS",
  "PSX",
  "TWST",
  "CRM",
  "SYY",
  "DIA",
  "ORI",
  "SPOT",
  null,
  null,
  "IXUS",
  "HALO",
  "GEV",
  "MELI",
  "ZBH",
  "MCK",
  null,
  null,
  "GWW",
  "NUE",
  "FDX",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZZ",
  "BAC",
  null,
  "TBBK",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BELFB",
  "BHP",
  "BLFS",
  "BA",
  "BMY",
  "BOX",
  "BTI",
  "BWXT",
  "BCAL",
  "CM",
  "CTLP",
  "CARR",
  "CBOE",
  "CBRE",
  "CECO",
  "CHEF",
  "CSBR",
  "SKY",
  "CVX",
  "CLDT",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "COKE",
  "KO",
  "CDE",
  "CMCSA",
  "CL",
  "COP",
  "CNOB",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CPNG",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 593
Total Value: 5160168880
Accession Number: 0001085146-25-002744
Form Type: 13F-HR
CIK: mesirow-financial-investment-management
Manager Name: Mesirow-Financial-Investment-Management

Data Enrichment

84% identified

496 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

593 positions • $5.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Accenture plc

ACN|G1151C101

Shares:100.8K

Value:$31.4M

% of Portfolio:0.6% ($31.4M/$5.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:126.9K

Value:$30.0M

% of Portfolio:0.6% ($30.0M/$5.2B)

LINDE PLC

LIN|G54950103

Shares:63.4K

Value:$29.5M

% of Portfolio:0.6% ($29.5M/$5.2B)

922908736

VUG|922908736

Shares:77.9K

Value:$28.9M

% of Portfolio:0.6% ($28.9M/$5.2B)

87283Q867

Shares:882.5K

Value:$28.5M

% of Portfolio:0.6% ($28.5M/$5.2B)

46434G103

IEMG|46434G103

Shares:503.1K

Value:$27.2M

% of Portfolio:0.5% ($27.2M/$5.2B)

92206C409

Shares:343.7K

Value:$27.1M

% of Portfolio:0.5% ($27.1M/$5.2B)

464287705

IJJ|464287705

Shares:215.2K

Value:$25.8M

% of Portfolio:0.5% ($25.8M/$5.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:49.2K

Value:$25.8M

% of Portfolio:0.5% ($25.8M/$5.2B)

46432F842

IEFA|46432F842

Shares:332.7K

Value:$25.2M

% of Portfolio:0.5% ($25.2M/$5.2B)

Salesforce, Inc.

CRM|79466L302

Shares:91.0K

Value:$24.4M

% of Portfolio:0.5% ($24.4M/$5.2B)

78467V400

Shares:540.5K

Value:$24.2M

% of Portfolio:0.5% ($24.2M/$5.2B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:581.8K

Value:$22.8M

% of Portfolio:0.4% ($22.8M/$5.2B)

922908512

VOE|922908512

Shares:141.3K

Value:$22.7M

% of Portfolio:0.4% ($22.7M/$5.2B)

Walt Disney Co

DIS|254687106

Shares:226.0K

Value:$22.3M

% of Portfolio:0.4% ($22.3M/$5.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:168.1K

Value:$22.3M

% of Portfolio:0.4% ($22.3M/$5.2B)

46436E718

Shares:221.4K

Value:$22.3M

% of Portfolio:0.4% ($22.3M/$5.2B)

464285204

Shares:375.5K

Value:$22.1M

% of Portfolio:0.4% ($22.1M/$5.2B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:182.3K

Value:$22.0M

% of Portfolio:0.4% ($22.0M/$5.2B)

Meta Platforms, Inc.

META|30303M102

Shares:37.8K

Value:$21.8M

% of Portfolio:0.4% ($21.8M/$5.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Accenture plc(ACNcusipG1151C101)	100.8K	QoQ -1.27% (-1.3K) YoY +0.37% (-381)	All Managers (Combined)	$31.4M	0.6% ($31.4M/$5.2B)	QoQ -12.43% (-$4.5M) YoY -9.63% (-$3.4M)
UNION PACIFIC CORP(UNPcusip907818108)	126.9K	QoQ -51.74% (-136.1K) YoY -4.87% (-6.5K)	All Managers (Combined)	$30.0M	0.6% ($30.0M/$5.2B)	QoQ -50.01% (-$30.0M) YoY -8.61% (-$2.8M)
LINDE PLC(LINcusipG54950103)	63.4K	QoQ -1.77% (-1.1K) YoY -3.72% (-2.5K)	All Managers (Combined)	$29.5M	0.6% ($29.5M/$5.2B)	QoQ +9.24% (-$2.5M) YoY -3.44% (-$1.1M)
(VUGcusip922908736)	77.9K	QoQ +3.41% (-2.6K) YoY +2.22% (+1.7K)	All Managers (Combined)	$28.9M	0.6% ($28.9M/$5.2B)	QoQ -6.57% (-$2.0M) YoY +10.14% (+$2.7M)
(cusip87283Q867)✕	882.5K	QoQ +19.00% (+140.9K) YoY +94.70% (+429.3K)	All Managers (Combined)	$28.5M	0.6% ($28.5M/$5.2B)	QoQ +15.46% (+$3.8M) YoY +107.91% (+$14.8M)
(IEMGcusip46434G103)	503.1K	QoQ +95.56% (+245.8K) YoY +103.33% (+255.7K)	All Managers (Combined)	$27.2M	0.5% ($27.2M/$5.2B)	QoQ +102.12% (+$13.7M) YoY +112.67% (+$14.4M)
(cusip92206C409)✕	343.7K	QoQ +1.51% (+5.1K) YoY +14.30% (+43.0K)	All Managers (Combined)	$27.1M	0.5% ($27.1M/$5.2B)	QoQ +2.72% (+$720.4K) YoY +16.71% (+$3.9M)
(IJJcusip464287705)	215.2K	QoQ -0.84% (-1.8K) YoY -3.00% (-6.7K)	All Managers (Combined)	$25.8M	0.5% ($25.8M/$5.2B)	QoQ -4.99% (-$1.4M) YoY -1.81% (-$477.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	49.2K	QoQ +0.03% (+19) YoY +1.13% (+554)	All Managers (Combined)	$25.8M	0.5% ($25.8M/$5.2B)	QoQ +3.58% (+$890.7K) YoY +7.09% (+$1.7M)
(IEFAcusip46432F842)	332.7K	QoQ +4.85% (+15.4K) YoY +8.48% (+26.0K)	All Managers (Combined)	$25.2M	0.5% ($25.2M/$5.2B)	QoQ +12.86% (+$2.9M) YoY +10.57% (+$2.4M)
Salesforce, Inc.(CRMcusip79466L302)	91.0K	QoQ -0.57% (-529) YoY -0.58% (-537)	All Managers (Combined)	$24.4M	0.5% ($24.4M/$5.2B)	QoQ -20.19% (-$6.2M) YoY -11.41% (-$3.1M)
(cusip78467V400)✕	540.5K	QoQ -1.69% (-9.3K) YoY -10.99% (-66.7K)	All Managers (Combined)	$24.2M	0.5% ($24.2M/$5.2B)	QoQ -0.26% (-$65.1K) YoY -7.67% (-$2.0M)
FIFTH THIRD BANCORP(FITBcusip316773100)	581.8K	QoQ -0.78% (-4.6K) YoY -15.57% (-107.3K)	All Managers (Combined)	$22.8M	0.4% ($22.8M/$5.2B)	QoQ -8.00% (-$2.0M) YoY -11.06% (-$2.8M)
(VOEcusip922908512)	141.3K	QoQ -0.03% (-56) YoY +26.55% (+29.6K)	All Managers (Combined)	$22.7M	0.4% ($22.7M/$5.2B)	QoQ -0.80% (-$183.2K) YoY +30.31% (+$5.3M)
Walt Disney Co(DIScusip254687106)	226.0K	QoQ -0.16% (-384) YoY +0.06% (-137)	All Managers (Combined)	$22.3M	0.4% ($22.3M/$5.2B)	QoQ -11.51% (-$2.9M) YoY -19.28% (-$5.3M)
ABBOTT LABORATORIES(ABTcusip002824100)	168.1K	QoQ -0.53% (-896) YoY -9.12% (-16.9K)	All Managers (Combined)	$22.3M	0.4% ($22.3M/$5.2B)	QoQ +16.65% (-$3.2M) YoY +6.05% (-$1.3M)
(cusip46436E718)✕	221.4K	QoQ +241.27% (+156.5K) YoY NEW(+221.4K)	All Managers (Combined)	$22.3M	0.4% ($22.3M/$5.2B)	QoQ +242.46% (+$15.8M) YoY NEW(+$22.3M)
(cusip464285204)✕	375.5K	QoQ +74.20% (+160.0K) YoY +77.70% (+164.2K)	All Managers (Combined)	$22.1M	0.4% ($22.1M/$5.2B)	QoQ +107.45% (+$11.5M) YoY +149.40% (+$13.3M)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	182.3K	QoQ -2.43% (-4.5K) YoY -4.13% (-7.9K)	All Managers (Combined)	$22.0M	0.4% ($22.0M/$5.2B)	QoQ -11.72% (-$2.9M) YoY -24.61% (-$7.2M)
Meta Platforms, Inc.(METAcusip30303M102)	37.8K	QoQ -4.00% (-1.6K) YoY -7.02% (-2.9K)	All Managers (Combined)	$21.8M	0.4% ($21.8M/$5.2B)	QoQ -5.50% (-$1.3M) YoY +10.36% (-$2.0M)