Mesirow Financial Investment Management, Inc.
CIK 1469475 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- BRK.B7.48%
- MOAT6.83%
- ITOT3.45%
- IJR3.38%
- AAPL3.37%
- IVV2.98%
- VOO2.76%
- MSFT2.72%
- VYM2.08%
- SPY2.08%
Share classes counted separately37.13%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $209.63M | 7.48% | 600.88K shares | — | ↗▾ | |
| 02 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $191.48M | 6.83% | 2.26M shares | — | ↗▾ | |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $96.74M | 3.45% | 919.29K shares | — | ↗▾ | |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $94.76M | 3.38% | 1.06M shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $94.51M | 3.37% | 1.13M shares | — | ↗▾ | |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $83.51M | 2.98% | 174.84K shares | — | ↗▾ | |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $77.23M | 2.76% | 181.19K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $76.34M | 2.72% | 273.32K shares | — | ↗▾ | |
| 09 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $58.34M | 2.08% | 522.59K shares | — | ↗▾ | |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $58.16M | 2.08% | 134.08K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SP SP PLUS CORP | Non-derivative | — | — | SEC filing ↗ | |
| INSE INSPIRED ENTERTAINMENT INC | Non-derivative | — | — | SEC filing ↗ | |
| CMT CORE MOLDING TECHNOLOGIES IN | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1469475 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001085146-24-001201",
"cover_total": 2738567340,
"filing_date": "2024-02-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 484,
"positions_restated": 2,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001085146-24-000187",
"filing_date": "2024-01-10",
"confidential": false,
"cover_table_value_total_raw": 25287548
}
],
"cover_table_value": 2738567340
}Research all 565 reported holdings.
This page includes 30 of 565 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 565 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1469475","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1469475","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.