Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $4.84 Billion
  • Q2 2025

Mesirow Financial Investment Management, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.84 Billion distributed in 536 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 $464M, Vaneck Morningstar Wide Moat E with a value of $229M, Apple Inc. with a value of $218M, Microsoft Corp with a value of $165M, and Ishares Core S&P Sm Cap ETF with a value of $157M.

Examining the 13F form we can see an decrease of $64.4M in the current position value, from $4.9B to 4.84B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.84 Billion
ETFs: $2.26 Billion
Financial Services: $803 Million
Technology: $617 Million
Communication Services: $247 Million
Healthcare: $211 Million
Industrials: $206 Million
Consumer Cyclical: $203 Million
Consumer Defensive: $154 Million
Other: $138 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$464 Million 9.58% of portfolio
954,309
Q2 2025 Added 1.23%
$0
$229 Million 4.73% of portfolio
2,668,567
Q2 2025 Reduced 2.84%
$3.69T
$218 Million 4.51% of portfolio
1,064,255
Q2 2025 Reduced 3.5%
$3.95T
$165 Million 3.4% of portfolio
330,735
Q2 2025 Added 5.47%
$0
$157 Million 3.24% of portfolio
1,435,196
Q2 2025 Reduced 2.35%
$0
$150 Million 3.1% of portfolio
241,695
Q2 2025 Added 3.02%
$0
$138 Million 2.85% of portfolio
1,019,989
Q2 2025 Reduced 46.54%
$0
$115 Million 2.37% of portfolio
201,986
Q2 2025 Added 1.59%
$1.24T
$101 Million 2.08% of portfolio
568,111
Q2 2025 Reduced 3.85%
$859B
$92.6 Million 1.91% of portfolio
319,311
Q2 2025 Added 1.05%
$2.26T
$89.8 Million 1.86% of portfolio
409,281
Q2 2025 Added 0.86%
$0
$84.7 Million 1.75% of portfolio
137,144
Q2 2025 Reduced 3.27%
$0
$80.1 Million 1.66% of portfolio
188,769
Q2 2025 Reduced 1.27%
$0
$76 Million 1.57% of portfolio
570,074
Q2 2025 Added 0.71%
$1.21T
$69.8 Million 1.44% of portfolio
396,264
Q2 2025 Reduced 0.77%
$106B
$64.7 Million 1.34% of portfolio
212,260
Q2 2025 Reduced 12.74%
$0
$58.2 Million 1.2% of portfolio
842,765
Q2 2025 Added 4.78%
$0
$50.3 Million 1.04% of portfolio
547,366
Q2 2025 Reduced 51.11%
$439B
$45 Million 0.93% of portfolio
45,425
Q2 2025 Reduced 5.93%
$229B
$42.7 Million 0.88% of portfolio
292,413
Q2 2025 Reduced 0.63%
$0
$41.7 Million 0.86% of portfolio
671,772
Q2 2025 Reduced 41.13%
$0
$40 Million 0.83% of portfolio
205,744
Q2 2025 Added 530.13%
$0
$39.5 Million 0.82% of portfolio
392,339
Q2 2025 Added 77.25%
$0
$39.2 Million 0.81% of portfolio
89,309
Q2 2025 Added 14.71%
$381B
$38.9 Million 0.8% of portfolio
822,903
Q2 2025 Reduced 0.54%
$0
$37.4 Million 0.77% of portfolio
656,751
Q2 2025 Added 3.38%
$0
$36.6 Million 0.76% of portfolio
207,260
Q2 2025 Added 4.36%
$218B
$36.9 Million 0.76% of portfolio
94,936
Q2 2025 Reduced 0.72%
$0
$36.6 Million 0.76% of portfolio
594,241
Q2 2025 Reduced 1.46%
$152B
$36.1 Million 0.75% of portfolio
162,901
Q2 2025 Reduced 0.27%
$187B
$35.9 Million 0.74% of portfolio
88,429
Q2 2025 Added 0.43%
$0
$35.3 Million 0.73% of portfolio
193,816
Q2 2025 Added 3.12%
$0
$31.5 Million 0.65% of portfolio
351,984
Q2 2025 Reduced 50.84%
$150B
$30 Million 0.62% of portfolio
100,338
Q2 2025 Reduced 0.41%
$60B
$29.9 Million 0.62% of portfolio
131,430
Q2 2025 Reduced 1.86%
$423B
$29.9 Million 0.62% of portfolio
41
Q2 2025 Added 2.5%
$0
$29.9 Million 0.62% of portfolio
358,193
Q2 2025 Added 7.67%
$548B
$30.2 Million 0.62% of portfolio
53,805
Q2 2025 Reduced 6.39%
$302B
$29.7 Million 0.61% of portfolio
207,289
Q2 2025 Added 1.54%
$351B
$29.5 Million 0.61% of portfolio
158,777
Q2 2025 Reduced 0.89%
$135B
$29 Million 0.6% of portfolio
125,847
Q2 2025 Reduced 0.8%
$202B
$28.6 Million 0.59% of portfolio
216,507
Q2 2025 Added 0.77%
$207B
$27.9 Million 0.58% of portfolio
224,996
Q2 2025 Reduced 0.44%
$0
$27.7 Million 0.57% of portfolio
348,883
Q2 2025 Added 1.51%
$684B
$26.3 Million 0.54% of portfolio
120,378
Q2 2025 Added 0.35%
$1.78T
$25.9 Million 0.54% of portfolio
35,118
Q2 2025 Reduced 7.1%
$0
$26.2 Million 0.54% of portfolio
212,409
Q2 2025 Reduced 1.29%
$0
$25.3 Million 0.52% of portfolio
538,416
Q2 2025 Reduced 0.38%
$0
$25.1 Million 0.52% of portfolio
195,441
Q2 2025 Added 8.16%

Summary

  • Portfolio
  • No. of Stocks 536
  • Current Value $4.84 Billion
  • Prior Value $4.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 225 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 230 stocks
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