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
$51B
$1.89 Million 0.04% of portfolio
25,357
Q2 2025 Reduced 0.3%
$177B
$1.87 Million 0.04% of portfolio
9,597
Q2 2025 Added 5.15%
$258B
$1.72 Million 0.04% of portfolio
24,452
Q2 2025 Added 4.02%
$55.6B
$2 Million 0.04% of portfolio
11,594
Q2 2025 Added 32.73%
$94.4B
$2.07 Million 0.04% of portfolio
29,135
Q2 2025 Reduced 3.4%
$57.7B
$1.86 Million 0.04% of portfolio
15,585
Q2 2025 Reduced 4.42%
$185B
$1.74 Million 0.04% of portfolio
20,426
Q2 2025 Reduced 6.44%
$75.3B
$2.03 Million 0.04% of portfolio
5,699
Q2 2025 Reduced 1.89%
$78.6B
$2.02 Million 0.04% of portfolio
4,813
Q2 2025 Reduced 1.9%
$84.1B
$1.7 Million 0.04% of portfolio
25,181
Q2 2025 Added 18.44%
$55.2B
$1.77 Million 0.04% of portfolio
3,320
Q2 2025 Reduced 2.7%
$4.42B
$1.93 Million 0.04% of portfolio
56,535
Q2 2025 Reduced 0.38%
$20.6B
$2.16 Million 0.04% of portfolio
38,473
Q2 2025 Reduced 45.68%
$23.5B
$1.77 Million 0.04% of portfolio
2,983
Q2 2025 Reduced 26.87%
$254B
$1.76 Million 0.04% of portfolio
2,485
Q2 2025 Added 14.41%
$48.5B
$2.09 Million 0.04% of portfolio
2,012
Q2 2025 Reduced 0.79%
$95.6B
$1.52 Million 0.03% of portfolio
6,662
Q2 2025 Reduced 50.02%
$79.3B
$1.65 Million 0.03% of portfolio
9,942
Q2 2025 Reduced 8.69%
$302B
$1.43 Million 0.03% of portfolio
17,796
Q2 2025 Reduced 51.99%
$173B
$1.51 Million 0.03% of portfolio
9,473
Q2 2025 Reduced 5.65%
$36.2B
$1.29 Million 0.03% of portfolio
4,212
Q2 2025 Reduced 48.17%
$250B
$1.45 Million 0.03% of portfolio
10,295
Q2 2025 Reduced 3.32%
$63.8B
$1.24 Million 0.03% of portfolio
12,259
Q2 2025 Reduced 4.1%
$102B
$1.27 Million 0.03% of portfolio
13,876
Q2 2025 Added 2.43%
$9.04B
$1.25 Million 0.03% of portfolio
7,409
Q2 2025 Reduced 7.43%
$68B
$1.34 Million 0.03% of portfolio
29,684
Q2 2025 Added 53.26%
$141B
$1.4 Million 0.03% of portfolio
20,160
Q2 2025 Reduced 2.08%
$53.3B
$1.36 Million 0.03% of portfolio
18,275
Q2 2025 Added 0.19%
$86.2B
$1.62 Million 0.03% of portfolio
5,557
Q2 2025 Reduced 0.73%
$78.6B
$1.58 Million 0.03% of portfolio
11,852
Q2 2025 Reduced 8.0%
$145B
$1.56 Million 0.03% of portfolio
4,369
Q2 2025 Reduced 1.71%
$30.2B
$1.48 Million 0.03% of portfolio
2,763
Q2 2025 Reduced 42.22%
$86B
$1.5 Million 0.03% of portfolio
21,690
Q2 2025 Reduced 21.64%
$99B
$1.39 Million 0.03% of portfolio
30,006
Q2 2025 Reduced 34.12%
$95.8B
$1.45 Million 0.03% of portfolio
12,277
Q2 2025 Added 0.2%
$78.8B
$935,000 0.02% of portfolio
3,471
Q2 2025 Reduced 2.2%
$85.6B
$784,000 0.02% of portfolio
2,374
Q2 2025 Reduced 3.34%
$3.68B
$808,000 0.02% of portfolio
2,000
Q2 2025 Reduced 5.44%
$150B
$816,000 0.02% of portfolio
7,362
Q2 2025 Reduced 0.97%
$323B
$905,000 0.02% of portfolio
2,978
Q2 2025 Reduced 7.69%
$83.7B
$995,000 0.02% of portfolio
10,927
Q2 2025 Added 4.0%
$66.3B
$739,000 0.02% of portfolio
8,715
Q2 2025 Reduced 4.02%
$4.98B
$805,000 0.02% of portfolio
26,195
Q2 2025 Added 112.62%
$76B
$1.07 Million 0.02% of portfolio
10,620
Q2 2025 Added 1.0%
$112B
$777,000 0.02% of portfolio
2,682
Q2 2025 Added 1.71%
$133B
$786,000 0.02% of portfolio
1,025
Q2 2025 Reduced 25.56%
$36.8B
$998,000 0.02% of portfolio
9,952
Q2 2025 Reduced 8.7%
$133B
$901,000 0.02% of portfolio
1,006
Q2 2025 Reduced 18.61%
$86B
$1.2 Million 0.02% of portfolio
4,394
Q2 2025 Added 2.86%

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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