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
$92.8B
$815,000 0.02% of portfolio
2,376
Q2 2025 Added 7.08%
$27.4B
$952,000 0.02% of portfolio
5,855
Q2 2025 Reduced 0.53%
$26.4B
$1.09 Million 0.02% of portfolio
4,672
Q2 2025 Added 0.24%
$55B
$1.06 Million 0.02% of portfolio
14,500
Q2 2025 Added 8.04%
$76.5B
$1.02 Million 0.02% of portfolio
668
Q2 2025 Reduced 1.18%
$0
$953,000 0.02% of portfolio
52,296
Q2 2025 Added 0.08%
$53.1B
$967,000 0.02% of portfolio
3,937
Q2 2025 Added 0.79%
$182B
$760,000 0.02% of portfolio
1,442
Q2 2025 Reduced 0.76%
$17.5B
$848,000 0.02% of portfolio
3,603
Q2 2025 Added 59.99%
$337M
$831,000 0.02% of portfolio
59,940
Q1 2025 Reduced 50.0%
$96.8B
$846,000 0.02% of portfolio
8,057
Q2 2025 Reduced 3.0%
$89.6B
$776,000 0.02% of portfolio
34,677
Q2 2025 Reduced 5.14%
$201B
$1.09 Million 0.02% of portfolio
1,387
Q2 2025 Added 2.89%
$10.5B
$1.21 Million 0.02% of portfolio
13,516
Q2 2025 Added 0.91%
$367B
$854,000 0.02% of portfolio
6,268
Q2 2025 Reduced 3.42%
$52.5B
$1.05 Million 0.02% of portfolio
5,110
Q2 2025 Added 45.71%
$78.6B
$1.05 Million 0.02% of portfolio
14,126
Q2 2025 Reduced 5.24%
$36.3B
$951,000 0.02% of portfolio
7,349
Q2 2025 Added 0.26%
$17B
$790,000 0.02% of portfolio
1,942
Q2 2025 Added 38.71%
$89.4B
$845,000 0.02% of portfolio
1,691
Q2 2025 Added 2.05%
$59.7B
$1.21 Million 0.02% of portfolio
2,303
Q2 2025 Reduced 9.22%
$25.8B
$641,000 0.01% of portfolio
8,472
Q2 2025 Added 0.61%
$172B
$723,000 0.01% of portfolio
704
Q2 2025 Added 98.31%
$46.7B
$302,000 0.01% of portfolio
8,941
Q2 2025 Added 14.54%
$73.8B
$336,000 0.01% of portfolio
1,366
Q2 2025 Added 0.22%
$102B
$250,000 0.01% of portfolio
4,296
Q2 2025 Added 0.23%
$55.4B
$273,000 0.01% of portfolio
1,704
Q2 2025 Reduced 32.06%
$79.9B
$300,000 0.01% of portfolio
961
Q2 2025 New
$404M
$500,000 0.01% of portfolio
72,474
Q2 2024 New
$1.24B
$252,000 0.01% of portfolio
16,923
Q2 2025 Reduced 3.99%
$56B
$581,000 0.01% of portfolio
1,539
Q3 2024 Added 0.07%
$351M
$266,000 0.01% of portfolio
22,815
Q2 2025 Reduced 47.83%
$75.3B
$529,000 0.01% of portfolio
16,213
Q2 2025 Added 3.66%
$55B
$264,000 0.01% of portfolio
2,052
Q2 2025 Reduced 6.9%
$43.8B
$457,000 0.01% of portfolio
5,430
Q2 2025 Added 1.48%
$39.1B
$690,000 0.01% of portfolio
6,431
Q2 2025 Added 1.18%
$97.8B
$644,000 0.01% of portfolio
4,031
Q2 2025 Reduced 18.83%
$93.6B
$253,000 0.01% of portfolio
498
Q2 2025 New
$44.8B
$310,000 0.01% of portfolio
10,357
Q2 2025 Reduced 21.96%
$119B
$553,000 0.01% of portfolio
2,327
Q2 2025 Added 22.09%
$35.6B
$283,000 0.01% of portfolio
4,923
Q2 2025 Added 20.87%
$6.65B
$295,000 0.01% of portfolio
4,346
Q2 2025 New
$36.7B
$288,000 0.01% of portfolio
2,353
Q2 2025 Reduced 9.71%
$21.8B
$588,000 0.01% of portfolio
18,495
Q2 2025 Added 5.55%
$56.3B
$270,000 0.01% of portfolio
826
Q2 2025 Added 19.54%
$25.6B
$270,000 0.01% of portfolio
2,382
Q2 2025 New
$959M
$385,000 0.01% of portfolio
3,454
Q2 2025 Added 901.16%
$155B
$587,000 0.01% of portfolio
9,602
Q2 2025 Added 10.92%
$38.8B
$502,000 0.01% of portfolio
1,926
Q2 2025 Added 0.36%

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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