Mesirow Financial Reduces Broadcom Stake by 3.7%

Investment firm Mesirow Financial Investment Management Inc. decreased its holdings in semiconductor giant Broadcom Inc. (NASDAQ: AVGO) in the third quarter.

Published on Feb. 27, 2026

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Mesirow Financial Investment Management Inc. reduced its stake in Broadcom Inc. (NASDAQ:AVGO) by 3.7% in the third quarter, according to the company's recent 13F filing. Mesirow Financial Investment Management Inc. now owns 211,633 shares of the semiconductor manufacturer's stock, valued at approximately $69.82 million, making Broadcom the 18th largest position in the firm's portfolio.

Why it matters

Broadcom is a major semiconductor company that designs and develops a wide range of chips and infrastructure software solutions. Tracking institutional investors' holdings and changes in those holdings can provide insights into how the market views the company's prospects.

The details

Mesirow Financial Investment Management Inc. sold 8,149 shares of Broadcom stock in the third quarter, reducing its total position to 211,633 shares. The investment firm's Broadcom holdings now make up approximately 1.2% of its total portfolio.

  • Mesirow Financial Investment Management Inc. made the changes to its Broadcom position in the third quarter of 2025.

The players

Mesirow Financial Investment Management Inc.

An institutional investment firm that manages a portfolio of equity and fixed-income investments.

Broadcom Inc.

A global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets.

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The takeaway

Mesirow Financial's reduction in its Broadcom stake, while relatively small, could signal that the investment firm sees better opportunities elsewhere or is taking a more cautious view on the semiconductor sector. However, Broadcom remains a significant holding in Mesirow's portfolio, indicating the firm still has confidence in the company's long-term prospects.