Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $5.23 Billion
  • Q3 2025

Mesirow Financial Investment Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.23 Billion distributed in 554 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 $485M, Apple Inc. with a value of $268M, Vaneck Morningstar Wide Moat E with a value of $226M, Ishares Core S&P Sm Cap ETF with a value of $176M, and Microsoft Corp with a value of $171M.

Examining the 13F form we can see an increase of $390M in the current position value, from $4.84B to 5.23B.

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

Portfolio value $5.23 Billion
ETFs: $2.43 Billion
Financial Services: $859 Million
Technology: $694 Million
Communication Services: $305 Million
Healthcare: $231 Million
Industrials: $222 Million
Consumer Cyclical: $211 Million
Consumer Defensive: $134 Million
Other: $144 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$485 Million 9.27% of portfolio
963,896
Q3 2025 Added 1.0%
$4.3T
$268 Million 5.13% of portfolio
1,053,309
Q3 2025 Reduced 1.03%
$0
$226 Million 4.31% of portfolio
2,627,317
Q3 2025 Reduced 1.55%
$0
$176 Million 3.36% of portfolio
1,478,144
Q3 2025 Added 2.99%
$3.78T
$171 Million 3.27% of portfolio
330,554
Q3 2025 Reduced 0.05%
$0
$162 Million 3.1% of portfolio
241,999
Q3 2025 Added 0.13%
$0
$149 Million 2.85% of portfolio
1,022,868
Q3 2025 Added 0.28%
$1.74T
$137 Million 2.62% of portfolio
561,776
Q3 2025 Reduced 1.12%
$0
$122 Million 2.34% of portfolio
199,746
Q3 2025 Reduced 1.11%
$881B
$99.8 Million 1.91% of portfolio
316,470
Q3 2025 Reduced 0.89%
$1.65T
$95.2 Million 1.82% of portfolio
391,613
Q3 2025 Reduced 1.17%
$0
$89.9 Million 1.72% of portfolio
134,967
Q3 2025 Reduced 1.59%
$2.39T
$89.5 Million 1.71% of portfolio
407,818
Q3 2025 Reduced 0.36%
$0
$89 Million 1.7% of portfolio
190,001
Q3 2025 Added 0.65%
$0
$77.3 Million 1.48% of portfolio
548,452
Q3 2025 Reduced 3.79%
$130B
$76.2 Million 1.46% of portfolio
214,398
Q3 2025 Added 1.01%
$0
$63.9 Million 1.22% of portfolio
869,407
Q3 2025 Added 3.16%
$0
$52.9 Million 1.01% of portfolio
547,963
Q3 2025 Added 0.11%
$258B
$48.6 Million 0.93% of portfolio
290,577
Q3 2025 Reduced 0.63%
$0
$47.8 Million 0.91% of portfolio
732,337
Q3 2025 Added 9.02%
$0
$47.8 Million 0.91% of portfolio
474,512
Q3 2025 Added 20.94%
$0
$44.8 Million 0.86% of portfolio
93,352
Q3 2025 Added 4.53%
$291B
$44.6 Million 0.85% of portfolio
93,423
Q3 2025 Reduced 1.59%
$222B
$43.4 Million 0.83% of portfolio
89,411
Q3 2025 Added 1.11%
$413B
$42.4 Million 0.81% of portfolio
821,293
Q3 2025 Reduced 0.2%
$0
$42.6 Million 0.81% of portfolio
209,354
Q3 2025 Added 1.75%
$404B
$41.7 Million 0.8% of portfolio
45,016
Q3 2025 Reduced 0.9%
$140B
$41.4 Million 0.79% of portfolio
164,562
Q3 2025 Added 1.02%
$0
$39.5 Million 0.76% of portfolio
659,897
Q3 2025 Added 0.48%
$0
$39 Million 0.75% of portfolio
208,940
Q3 2025 Added 0.81%
$414B
$37.6 Million 0.72% of portfolio
162,499
Q3 2025 Added 2.34%
$0
$36.9 Million 0.71% of portfolio
573,177
Q3 2025 Reduced 3.54%
$0
$35.9 Million 0.69% of portfolio
197,010
Q3 2025 Added 1.65%
$593B
$33.5 Million 0.64% of portfolio
119,159
Q3 2025 Reduced 1.01%
$0
$32.7 Million 0.63% of portfolio
350,287
Q3 2025 Reduced 0.48%
$0
$32.6 Million 0.62% of portfolio
373,911
Q3 2025 Added 4.39%
$303B
$32.4 Million 0.62% of portfolio
208,902
Q3 2025 Added 0.78%
$453B
$31.7 Million 0.61% of portfolio
42
Q3 2025 Added 2.44%
$0
$31.6 Million 0.6% of portfolio
129,288
Q3 2025 Added 21.01%
$68.9B
$30.8 Million 0.59% of portfolio
130,542
Q3 2025 Reduced 0.68%
$136B
$30.1 Million 0.58% of portfolio
127,255
Q3 2025 Added 1.12%
$512B
$30.3 Million 0.58% of portfolio
53,207
Q3 2025 Reduced 1.11%
$0
$29.4 Million 0.56% of portfolio
367,435
Q3 2025 Added 5.32%
$533B
$28.3 Million 0.54% of portfolio
82,919
Q3 2025 Added 146.57%
$0
$27.4 Million 0.52% of portfolio
198,849
Q3 2025 Added 1.74%
$0
$26 Million 0.5% of portfolio
79,263
Q3 2025 Added 2.16%
$0
$25.6 Million 0.49% of portfolio
146,499
Q3 2025 Added 1.28%
$1.37T
$25.9 Million 0.49% of portfolio
35,229
Q3 2025 Added 0.32%
$193B
$25.5 Million 0.49% of portfolio
222,605
Q3 2025 Reduced 1.06%

Summary

  • Portfolio
  • No. of Stocks 554
  • Current Value $5.23 Billion
  • Prior Value $4.84 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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