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
$16.8B
$1.94 Million 0.04% of portfolio
38,117
Q3 2025 Reduced 0.93%
$68.5B
$2.13 Million 0.04% of portfolio
15,658
Q3 2025 Added 0.47%
$35B
$2.28 Million 0.04% of portfolio
19,875
Q3 2025 Reduced 19.86%
$265B
$2.28 Million 0.04% of portfolio
2,866
Q3 2025 Added 15.33%
$25.7B
$2.33 Million 0.04% of portfolio
15,806
Q3 2025 Reduced 0.29%
$190B
$2.08 Million 0.04% of portfolio
20,522
Q3 2025 Added 0.47%
$18.6B
$1.89 Million 0.04% of portfolio
38,604
Q2 2025 Reduced 0.18%
$4.56B
$1.88 Million 0.04% of portfolio
58,355
Q3 2025 Added 3.22%
$94.5B
$1.93 Million 0.04% of portfolio
5,649
Q3 2025 Added 1.66%
$177B
$1.92 Million 0.04% of portfolio
9,848
Q3 2025 Added 2.62%
$45.6B
$2.24 Million 0.04% of portfolio
49,671
Q3 2025 Reduced 2.76%
$54.5B
$2.26 Million 0.04% of portfolio
12,069
Q3 2025 Added 4.1%
$85.9B
$1.6 Million 0.03% of portfolio
7,233
Q3 2025 Added 8.57%
$99.7B
$1.82 Million 0.03% of portfolio
9,464
Q3 2025 Reduced 4.81%
$317B
$1.53 Million 0.03% of portfolio
18,263
Q3 2025 Added 2.62%
$19.5B
$1.57 Million 0.03% of portfolio
3,008
Q3 2025 Added 0.84%
$42.4B
$1.62 Million 0.03% of portfolio
10,637
Q3 2025 Reduced 0.7%
$187B
$1.56 Million 0.03% of portfolio
9,391
Q3 2025 Reduced 0.87%
$101B
$1.35 Million 0.03% of portfolio
11,084
Q3 2025 Added 4.37%
$270B
$1.76 Million 0.03% of portfolio
24,639
Q3 2025 Added 0.76%
$76.2B
$1.37 Million 0.03% of portfolio
21,905
Q3 2025 Reduced 13.01%
$270B
$1.62 Million 0.03% of portfolio
10,206
Q3 2025 Reduced 0.86%
$168B
$1.51 Million 0.03% of portfolio
20,017
Q3 2025 Reduced 0.71%
$99.5B
$1.31 Million 0.03% of portfolio
29,088
Q3 2025 Reduced 3.06%
$34.9B
$1.48 Million 0.03% of portfolio
4,277
Q3 2025 Added 1.54%
$103B
$1.59 Million 0.03% of portfolio
21,076
Q3 2025 Reduced 2.83%
$47B
$1.63 Million 0.03% of portfolio
3,321
Q3 2025 Added 0.03%
$46.1B
$1.66 Million 0.03% of portfolio
18,304
Q3 2025 Added 0.16%
$140B
$1.43 Million 0.03% of portfolio
3,825
Q3 2025 Reduced 12.45%
$75.4B
$1.55 Million 0.03% of portfolio
11,844
Q3 2025 Reduced 0.07%
$96.4B
$1.52 Million 0.03% of portfolio
12,289
Q3 2025 Added 0.1%
$47.4B
$1.44 Million 0.03% of portfolio
21,324
Q3 2025 Reduced 15.9%
$55.4B
$801,000 0.02% of portfolio
2,623
Q3 2025 Added 1.71%
$161B
$1.13 Million 0.02% of portfolio
1,048
Q3 2025 Added 4.17%
$0
$1.01 Million 0.02% of portfolio
52,333
Q3 2025 Added 0.07%
$4.41B
$841,000 0.02% of portfolio
32,270
Q3 2025 Added 23.19%
$123B
$892,000 0.02% of portfolio
1,278
Q3 2025 Added 24.68%
$27.4B
$1.15 Million 0.02% of portfolio
4,672
Q2 2025 Added 0.24%
$45.2B
$800,000 0.02% of portfolio
13,404
Q3 2025 Reduced 7.56%
$342B
$1.16 Million 0.02% of portfolio
6,360
Q3 2025 Added 1.47%
$68.7B
$1.04 Million 0.02% of portfolio
12,506
Q3 2025 Added 2.01%
$38B
$995,000 0.02% of portfolio
7,347
Q3 2025 Reduced 0.03%
$72.7B
$880,000 0.02% of portfolio
668
Q2 2025 Reduced 1.18%
$19B
$789,000 0.02% of portfolio
3,846
Q3 2025 Added 89.27%
$98.6B
$1.28 Million 0.02% of portfolio
13,495
Q3 2025 Reduced 2.75%
$29.5B
$1.15 Million 0.02% of portfolio
1,770
Q3 2025 Reduced 35.94%
$61.4B
$1.05 Million 0.02% of portfolio
5,154
Q3 2025 Added 0.86%
$74.3B
$1.1 Million 0.02% of portfolio
1,951
Q3 2025 Reduced 15.28%
$8.47B
$1.03 Million 0.02% of portfolio
7,144
Q3 2025 Reduced 3.58%

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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