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 Companies Only

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%
$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%
$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%
$1.21T
$69.8 Million 1.44% of portfolio
396,264
Q2 2025 Reduced 0.77%
$127B
$60.6 Million 1.25% of portfolio
219,782
Q2 2025 Reduced 4.51%
$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%
$381B
$38.9 Million 0.8% of portfolio
822,903
Q2 2025 Reduced 0.54%
$218B
$36.9 Million 0.76% of portfolio
94,936
Q2 2025 Reduced 0.72%
$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%
$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%
$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%
$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%
$232B
$24.7 Million 0.51% of portfolio
90,641
Q2 2025 Reduced 0.35%
$227B
$24.1 Million 0.5% of portfolio
75,612
Q2 2025 Reduced 0.7%
$29B
$24 Million 0.5% of portfolio
583,476
Q2 2025 Added 0.3%
$281B
$23.9 Million 0.49% of portfolio
244,212
Q2 2025 Added 0.14%
$142B
$23.2 Million 0.48% of portfolio
58,670
Q2 2025 Added 286.42%
$229B
$23.1 Million 0.48% of portfolio
169,478
Q2 2025 Added 0.83%
$405B
$19 Million 0.39% of portfolio
51,794
Q2 2025 Added 0.79%
$452B
$18.5 Million 0.38% of portfolio
120,873
Q2 2025 Reduced 1.14%
$245B
$18.1 Million 0.37% of portfolio
58,146
Q2 2025 Added 18.23%
$456B
$17 Million 0.35% of portfolio
107,562
Q2 2025 Added 1.99%
$306B
$14.6 Million 0.3% of portfolio
206,201
Q2 2025 Reduced 0.61%
$72.7B
$13.8 Million 0.28% of portfolio
51,688
Q2 2025 Reduced 0.61%
$68.2B
$13.7 Million 0.28% of portfolio
442,127
Q2 2025 Reduced 1.7%
$55.9B
$12.6 Million 0.26% of portfolio
62,517
Q2 2025 Reduced 0.63%
$222B
$12.7 Million 0.26% of portfolio
43,534
Q2 2025 Reduced 3.05%
$179B
$12.6 Million 0.26% of portfolio
137,586
Q2 2025 Reduced 0.23%
$157B
$12.1 Million 0.25% of portfolio
31,189
Q2 2025 Added 5.43%
$608B
$11.9 Million 0.25% of portfolio
15,275
Q2 2025 Reduced 2.53%
$551B
$11.9 Million 0.25% of portfolio
33,629
Q2 2025 Added 5.23%
$108B
$11.8 Million 0.24% of portfolio
128,289
Q2 2025 Reduced 4.49%
$146B
$11.1 Million 0.23% of portfolio
47,631
Q2 2025 Added 0.41%
$368B
$10.4 Million 0.22% of portfolio
65,344
Q2 2025 Reduced 3.9%
$261B
$10.5 Million 0.22% of portfolio
57,482
Q2 2025 Added 0.82%
$120B
$10.4 Million 0.21% of portfolio
115,616
Q2 2025 Added 2.32%
$59.7B
$9.77 Million 0.2% of portfolio
332,185
Q2 2025 Reduced 1.3%

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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