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
$442B
$9.18 Million 0.19% of portfolio
85,172
Q2 2025 Reduced 48.86%
$95.8B
$8.66 Million 0.18% of portfolio
191,052
Q2 2025 Added 1.57%
$545B
$8.88 Million 0.18% of portfolio
6,632
Q2 2025 Added 5.47%
$80B
$8.21 Million 0.17% of portfolio
33,194
Q2 2025 Reduced 6.25%
$55.6B
$7.77 Million 0.16% of portfolio
147,807
Q2 2025 Added 0.59%
$138B
$7.01 Million 0.14% of portfolio
289,105
Q2 2025 Reduced 16.72%
$210B
$6.9 Million 0.14% of portfolio
23,421
Q2 2025 Added 4.94%
$70.1B
$6.98 Million 0.14% of portfolio
44,764
Q2 2025 Added 1.63%
$293B
$6.53 Million 0.13% of portfolio
94,108
Q2 2025 Reduced 0.37%
$0
$5.61 Million 0.12% of portfolio
255,619
Q2 2025 Added 9.96%
$182B
$5.96 Million 0.12% of portfolio
63,847
Q2 2025 Added 13.31%
$111B
$5.29 Million 0.11% of portfolio
16,399
Q2 2025 Added 4.95%
$26.5B
$4.93 Million 0.1% of portfolio
38,910
Q2 2025 Reduced 4.56%
$124B
$4.91 Million 0.1% of portfolio
15,936
Q2 2025 Added 0.1%
$94.7B
$5.01 Million 0.1% of portfolio
6,832
Q2 2025 Reduced 1.09%
$99.2B
$4.69 Million 0.1% of portfolio
17,033
Q2 2025 Reduced 1.98%
$306B
$4.19 Million 0.09% of portfolio
16,286
Q2 2025 Reduced 3.04%
$33.1B
$4.18 Million 0.09% of portfolio
51,219
Q2 2025 Reduced 4.17%
$127B
$4.13 Million 0.09% of portfolio
31,027
Q2 2025 Reduced 1.86%
$15.5B
$4 Million 0.08% of portfolio
23,689
Q2 2025 Added 0.02%
$95.3B
$3.87 Million 0.08% of portfolio
17,524
Q2 2025 Reduced 4.03%
$203B
$3.72 Million 0.08% of portfolio
47,037
Q2 2025 Reduced 3.0%
$70.9B
$3.98 Million 0.08% of portfolio
43,815
Q2 2025 Reduced 0.32%
$57.5B
$3.94 Million 0.08% of portfolio
37,994
Q2 2025 Reduced 0.11%
$1.27T
$3.88 Million 0.08% of portfolio
17,129
Q2 2025 Added 4.41%
$1.08T
$3.89 Million 0.08% of portfolio
12,260
Q2 2025 Reduced 8.05%
$102B
$3.66 Million 0.08% of portfolio
8,366
Q2 2025 Reduced 0.95%
$155B
$3.88 Million 0.08% of portfolio
31,454
Q2 2025 Added 0.79%
$83.2B
$3.44 Million 0.07% of portfolio
16,145
Q2 2025 Added 826.81%
$22.4B
$3.18 Million 0.07% of portfolio
33,103
Q2 2025 Reduced 58.51%
$139B
$3.17 Million 0.07% of portfolio
15,148
Q2 2025 Reduced 2.1%
$118B
$3.33 Million 0.07% of portfolio
56,751
Q2 2025 Added 4.76%
$373M
$3.51 Million 0.07% of portfolio
208,212
Q2 2025 Added 0.02%
$182B
$3.17 Million 0.07% of portfolio
73,203
Q2 2025 Reduced 1.79%
$25.9B
$3.42 Million 0.07% of portfolio
20,628
Q2 2025 Added 4.0%
$66.5B
$3.12 Million 0.06% of portfolio
31,621
Q2 2025 Added 0.1%
$23.7B
$2.78 Million 0.06% of portfolio
38,604
Q2 2025 Reduced 0.18%
$75.1B
$2.86 Million 0.06% of portfolio
15,348
Q2 2025 Reduced 1.69%
$123B
$2.8 Million 0.06% of portfolio
18,696
Q2 2025 Reduced 7.79%
$150B
$3.01 Million 0.06% of portfolio
15,227
Q2 2025 Added 1.68%
$142B
$2.95 Million 0.06% of portfolio
11,042
Q2 2025 Reduced 2.44%
$113B
$2.49 Million 0.05% of portfolio
5,367
Q2 2025 Added 0.92%
$34.5B
$2.58 Million 0.05% of portfolio
24,801
Q2 2025 Reduced 48.35%
$153B
$2.38 Million 0.05% of portfolio
4,678
Q2 2025 Added 0.97%
$203B
$2.5 Million 0.05% of portfolio
86,498
Q2 2025 Reduced 6.2%
$66.1B
$2.35 Million 0.05% of portfolio
33,140
Q2 2025 Added 0.07%
$141B
$2.64 Million 0.05% of portfolio
73,876
Q2 2025 Added 3.06%
$44.3B
$2.22 Million 0.05% of portfolio
51,083
Q2 2025 Reduced 49.8%
$25.8B
$2.05 Million 0.04% of portfolio
15,852
Q2 2025 Added 0.23%

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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