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
$346B
$9.49 Million 0.18% of portfolio
61,763
Q3 2025 Reduced 5.48%
$61.6B
$9.53 Million 0.18% of portfolio
336,760
Q3 2025 Added 1.38%
$490B
$8.98 Million 0.17% of portfolio
79,684
Q3 2025 Reduced 6.44%
$74.9B
$8.46 Million 0.16% of portfolio
32,432
Q3 2025 Reduced 2.3%
$49.1B
$7.86 Million 0.15% of portfolio
6,557
Q3 2025 Reduced 1.13%
$141B
$7.15 Million 0.14% of portfolio
280,613
Q3 2025 Reduced 2.94%
$0
$7.06 Million 0.13% of portfolio
345,742
Q3 2025 Added 35.26%
$181B
$6.46 Million 0.12% of portfolio
65,975
Q3 2025 Added 3.33%
$319B
$6.48 Million 0.12% of portfolio
94,660
Q3 2025 Added 0.59%
$55.6B
$6.54 Million 0.12% of portfolio
44,682
Q3 2025 Reduced 0.18%
$266B
$6.28 Million 0.12% of portfolio
22,258
Q3 2025 Reduced 4.97%
$111B
$5.51 Million 0.11% of portfolio
16,752
Q3 2025 Added 2.15%
$1.29T
$5.23 Million 0.1% of portfolio
11,752
Q3 2025 Reduced 4.14%
$26.6B
$5.2 Million 0.1% of portfolio
38,597
Q3 2025 Reduced 0.8%
$1.46T
$5.18 Million 0.1% of portfolio
18,533
Q3 2025 Added 8.2%
$121B
$5.28 Million 0.1% of portfolio
6,834
Q3 2025 Added 0.03%
$328B
$4.75 Million 0.09% of portfolio
15,775
Q3 2025 Reduced 3.14%
$104B
$4.63 Million 0.09% of portfolio
15,783
Q3 2025 Reduced 0.96%
$170B
$4.62 Million 0.09% of portfolio
31,992
Q3 2025 Added 1.71%
$103B
$4.09 Million 0.08% of portfolio
31,442
Q3 2025 Added 1.34%
$235B
$3.94 Million 0.08% of portfolio
46,986
Q3 2025 Reduced 0.11%
$62.3B
$4.43 Million 0.08% of portfolio
39,359
Q3 2025 Added 3.59%
$79.6B
$4 Million 0.08% of portfolio
32,349
Q3 2025 Added 2.3%
$183B
$4.24 Million 0.08% of portfolio
15,038
Q3 2025 Reduced 0.27%
$96.9B
$3.51 Million 0.07% of portfolio
8,311
Q3 2025 Reduced 0.66%
$31.5B
$3.73 Million 0.07% of portfolio
51,062
Q3 2025 Reduced 0.31%
$104B
$3.43 Million 0.07% of portfolio
51,943
Q3 2025 Reduced 8.47%
$19.8B
$3.82 Million 0.07% of portfolio
23,701
Q3 2025 Added 0.05%
$26.3B
$3.73 Million 0.07% of portfolio
19,953
Q3 2025 Reduced 3.27%
$77.2B
$3.46 Million 0.07% of portfolio
16,254
Q3 2025 Added 0.68%
$160B
$2.88 Million 0.06% of portfolio
14,545
Q3 2025 Reduced 4.48%
$98.1B
$2.96 Million 0.06% of portfolio
17,333
Q3 2025 Reduced 7.29%
$84.4B
$3.11 Million 0.06% of portfolio
15,854
Q3 2025 Added 3.3%
$380M
$3.15 Million 0.06% of portfolio
203,182
Q3 2025 Reduced 2.42%
$172B
$3.23 Million 0.06% of portfolio
73,544
Q3 2025 Added 0.47%
$65.7B
$3.32 Million 0.06% of portfolio
41,472
Q3 2025 Reduced 5.35%
$84B
$3.25 Million 0.06% of portfolio
16,917
Q3 2025 Reduced 3.46%
$114B
$3.27 Million 0.06% of portfolio
15,128
Q3 2025 Reduced 0.13%
$181B
$2.45 Million 0.05% of portfolio
86,600
Q3 2025 Added 0.12%
$78.9B
$2.67 Million 0.05% of portfolio
33,369
Q3 2025 Added 0.69%
$123B
$2.64 Million 0.05% of portfolio
5,294
Q3 2025 Reduced 1.36%
$132B
$2.72 Million 0.05% of portfolio
11,008
Q3 2025 Reduced 0.31%
$20.4B
$2.49 Million 0.05% of portfolio
28,433
Q3 2025 Reduced 14.11%
$46.8B
$1.9 Million 0.04% of portfolio
1,993
Q3 2025 Reduced 0.94%
$63.4B
$2.17 Million 0.04% of portfolio
4,743
Q3 2025 Reduced 1.45%
$72.4B
$2.01 Million 0.04% of portfolio
5,646
Q3 2025 Reduced 0.93%
$79.2B
$2.15 Million 0.04% of portfolio
30,808
Q3 2025 Added 5.74%
$120B
$2.33 Million 0.04% of portfolio
74,191
Q3 2025 Added 0.43%
$144B
$2.2 Million 0.04% of portfolio
4,813
Q3 2025 Added 2.89%

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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