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 Companies Only

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%
$3.78T
$171 Million 3.27% of portfolio
330,554
Q3 2025 Reduced 0.05%
$1.74T
$137 Million 2.62% of portfolio
561,776
Q3 2025 Reduced 1.12%
$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%
$2.39T
$89.5 Million 1.71% of portfolio
407,818
Q3 2025 Reduced 0.36%
$139B
$69.8 Million 1.34% of portfolio
211,633
Q3 2025 Reduced 3.71%
$258B
$48.6 Million 0.93% of portfolio
290,577
Q3 2025 Reduced 0.63%
$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%
$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%
$414B
$37.6 Million 0.72% of portfolio
162,499
Q3 2025 Added 2.34%
$593B
$33.5 Million 0.64% of portfolio
119,159
Q3 2025 Reduced 1.01%
$453B
$31.7 Million 0.61% of portfolio
42
Q3 2025 Added 2.44%
$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%
$533B
$28.3 Million 0.54% of portfolio
82,919
Q3 2025 Added 146.57%
$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%
$279B
$25 Million 0.48% of portfolio
242,958
Q3 2025 Reduced 0.51%
$152B
$24.9 Million 0.48% of portfolio
100,968
Q3 2025 Added 0.63%
$255B
$24.9 Million 0.48% of portfolio
74,889
Q3 2025 Reduced 0.96%
$29.2B
$24.3 Million 0.46% of portfolio
545,748
Q3 2025 Reduced 6.47%
$228B
$22.8 Million 0.44% of portfolio
170,424
Q3 2025 Added 0.56%
$522B
$21.9 Million 0.42% of portfolio
118,282
Q3 2025 Reduced 2.14%
$136B
$21.8 Million 0.42% of portfolio
59,106
Q3 2025 Added 0.74%
$237B
$21.8 Million 0.42% of portfolio
91,797
Q3 2025 Added 1.28%
$367B
$21.1 Million 0.4% of portfolio
52,174
Q3 2025 Added 0.73%
$465B
$20.7 Million 0.4% of portfolio
111,058
Q3 2025 Added 3.25%
$300B
$20.2 Million 0.39% of portfolio
58,453
Q3 2025 Added 0.53%
$204B
$14.1 Million 0.27% of portfolio
100,646
Q3 2025 Reduced 53.51%
$306B
$13.7 Million 0.26% of portfolio
206,637
Q3 2025 Added 0.21%
$70.2B
$13.8 Million 0.26% of portfolio
441,123
Q3 2025 Reduced 0.23%
$72.9B
$13.4 Million 0.26% of portfolio
51,609
Q3 2025 Reduced 0.15%
$224B
$13.2 Million 0.25% of portfolio
43,423
Q3 2025 Reduced 0.25%
$57.9B
$13.1 Million 0.25% of portfolio
61,050
Q3 2025 Reduced 2.35%
$167B
$13.2 Million 0.25% of portfolio
138,119
Q3 2025 Added 0.39%
$69.4B
$12.2 Million 0.23% of portfolio
148,879
Q3 2025 Added 0.73%
$971B
$11.8 Million 0.23% of portfolio
15,495
Q3 2025 Added 1.44%
$113B
$11.1 Million 0.21% of portfolio
116,824
Q3 2025 Added 1.04%
$97.3B
$10.5 Million 0.2% of portfolio
124,014
Q3 2025 Reduced 3.33%
$151B
$10.3 Million 0.2% of portfolio
29,315
Q3 2025 Reduced 6.01%
$237B
$9.83 Million 0.19% of portfolio
60,598
Q3 2025 Added 5.42%
$96.7B
$9.72 Million 0.19% of portfolio
192,537
Q3 2025 Added 0.78%
$132B
$9.95 Million 0.19% of portfolio
47,279
Q3 2025 Reduced 0.74%

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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