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
$425M
$297,000 0.01% of portfolio
100,000
Q3 2025 Reduced 20.0%
$35.1B
$272,000 0.01% of portfolio
2,188
Q3 2025 Reduced 0.59%
$19.3B
$374,000 0.01% of portfolio
4,019
Q3 2025 Added 4.01%
$11.6B
$370,000 0.01% of portfolio
6,109
Q3 2025 Added 0.18%
$42.6B
$594,000 0.01% of portfolio
4,459
Q2 2025 Added 0.61%
$136B
$570,000 0.01% of portfolio
1,339
Q3 2025 Added 1.44%
$284B
$503,000 0.01% of portfolio
7,090
Q3 2025 Reduced 19.01%
$37.2B
$404,000 0.01% of portfolio
642
Q3 2025 Reduced 33.75%
$53.4B
$398,000 0.01% of portfolio
5,127
Q2 2025 Added 1.85%
$78.2B
$368,000 0.01% of portfolio
1,139
Q3 2025 Added 15.17%
$18.5B
$350,000 0.01% of portfolio
5,191
Q3 2025 Reduced 9.28%
$19.9B
$489,000 0.01% of portfolio
5,558
Q3 2025 Added 2.53%
$51.1B
$782,000 0.01% of portfolio
8,715
Q2 2025 Reduced 4.02%
$79.5B
$575,000 0.01% of portfolio
4,597
Q3 2025 Reduced 5.39%
$52.1B
$326,000 0.01% of portfolio
27,307
Q3 2025 Reduced 0.52%
$18.3B
$444,000 0.01% of portfolio
9,069
Q2 2025 Added 0.28%
$54.4B
$503,000 0.01% of portfolio
1,624
Q3 2025 Added 1.12%
$100B
$293,000 0.01% of portfolio
4,813
Q3 2025 Reduced 9.73%
$28.1B
$648,000 0.01% of portfolio
12,857
Q3 2025 Added 0.48%
$4.44B
$644,000 0.01% of portfolio
19,164
Q2 2024 New
$149M
$370,000 0.01% of portfolio
10,667
Q2 2024 New
$22.5B
$467,000 0.01% of portfolio
7,227
Q3 2025 Reduced 5.05%
$25.4B
$641,000 0.01% of portfolio
9,017
Q3 2025 Added 0.31%
$76.2B
$287,000 0.01% of portfolio
593
Q3 2025 Added 22.27%
$12.5B
$352,000 0.01% of portfolio
1,225
Q3 2025 Added 8.7%
$17.4B
$358,000 0.01% of portfolio
8,270
Q3 2025 Added 0.22%
$0
$445,000 0.01% of portfolio
49,641
Q3 2025 Added 0.21%
$69.1B
$656,000 0.01% of portfolio
7,782
Q3 2025 Added 2.25%
$74.1B
$434,000 0.01% of portfolio
1,596
Q3 2025 Reduced 14.05%
$60.5B
$275,000 0.01% of portfolio
3,040
Q3 2025 Added 12.09%
$56.3B
$317,000 0.01% of portfolio
19,816
Q3 2025 Added 25.4%
$109B
$580,000 0.01% of portfolio
10,454
Q3 2025 Added 1.07%
$283B
$593,000 0.01% of portfolio
4,630
Q2 2025 Reduced 0.92%
$23.5B
$453,000 0.01% of portfolio
4,390
Q3 2025 Added 5.66%
$147M
$719,000 0.01% of portfolio
59,940
Q1 2025 Reduced 50.0%
$65.7B
$705,000 0.01% of portfolio
2,347
Q3 2025 Added 3.44%
$84.9B
$419,000 0.01% of portfolio
2,492
Q3 2025 Reduced 14.54%
$87.8B
$474,000 0.01% of portfolio
996
Q3 2025 Reduced 0.9%
$26.6B
$701,000 0.01% of portfolio
4,960
Q3 2025 Reduced 3.26%
$109B
$339,000 0.01% of portfolio
11,246
Q3 2025 Added 22.56%
$57.4B
$343,000 0.01% of portfolio
538
Q3 2025 Added 0.56%
$37B
$714,000 0.01% of portfolio
7,816
Q3 2025 Added 12.51%
$33.2B
$314,000 0.01% of portfolio
3,198
Q3 2025 Added 4.75%
$19.9B
$723,000 0.01% of portfolio
9,290
Q3 2025 Added 0.15%
$103B
$364,000 0.01% of portfolio
156
Q3 2025 Added 18.18%
$6.2B
$494,000 0.01% of portfolio
4,590
Q3 2025 Reduced 3.47%
$39.8B
$503,000 0.01% of portfolio
10,653
Q3 2025 Reduced 1.63%
$13.7B
$706,000 0.01% of portfolio
16,631
Q2 2024 New
$10.1B
$219,000 0.0% of portfolio
635
Q3 2025 New

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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