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
$189M
$42,000 0.0% of portfolio
18,500
Q3 2024 New
$1.96B
$74,000 0.0% of portfolio
13,000
Q1 2025 Reduced 23.24%
$19B
$214,000 0.0% of portfolio
10,540
Q2 2025 Added 0.32%
$43.6B
$216,000 0.0% of portfolio
15,802
Q2 2025 Reduced 23.31%
$20.8M
$68,000 0.0% of portfolio
30,000
Q2 2024 New
$1.81B
$218,000 0.0% of portfolio
18,715
Q2 2024 New
$21.4B
$234,000 0.0% of portfolio
2,572
Q2 2025 Reduced 12.52%
-
$0 0.0% of portfolio
-
Q2 2024 New
$376M
$62,000 0.0% of portfolio
13,709
Q2 2025 Added 0.31%
$64.2B
$201,000 0.0% of portfolio
716
Q2 2025 Reduced 13.94%
$48.1M
$9,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
$639M
$3,000 0.0% of portfolio
10,000
Q4 2024 Reduced 50.0%
$12.3B
$127,000 0.0% of portfolio
14,328
Q2 2025 Added 0.77%
$35.3B
$97,000 0.0% of portfolio
40,270
Q2 2025 Added 23.96%
$34.5B
$240,000 0.0% of portfolio
7,660
Q2 2025 Reduced 19.13%
$48.2B
$226,000 0.0% of portfolio
1,214
Q2 2025 Reduced 59.53%
$51.5M
$84,000 0.0% of portfolio
12,178
Q1 2025 Reduced 50.0%
$45.7B
$236,000 0.0% of portfolio
676
Q2 2025 New
$33.8B
$226,000 0.0% of portfolio
3,410
Q2 2025 New
$71.7B
$210,000 0.0% of portfolio
265
Q2 2025 Reduced 71.44%
$38.4B
$167,000 0.0% of portfolio
905
Q2 2025 Added 2.38%
$81.5B
$238,000 0.0% of portfolio
485
Q2 2025 Reduced 55.91%
$101B
$219,000 0.0% of portfolio
1,002
Q2 2025 Added 4.92%
$119M
$19,000 0.0% of portfolio
20,000
Q2 2024 New
$0
$160,000 0.0% of portfolio
12,433
Q2 2025 New
$22.5M
$41,000 0.0% of portfolio
22,000
Q1 2025 Added 120.0%
$76.4B
$112,000 0.0% of portfolio
26,521
Q2 2025 Added 42.6%
$3.14B
$176,000 0.0% of portfolio
11,336
Q2 2025 Reduced 17.08%
$6.32B
$226,000 0.0% of portfolio
1,000
Q2 2025 New
$139M
$61,000 0.0% of portfolio
16,000
Q2 2025 Reduced 73.77%
$187M
$39,000 0.0% of portfolio
10,959
Q2 2024 New
$675M
$80,000 0.0% of portfolio
10,693
Q2 2024 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.75%
$0
$113,000 0.0% of portfolio
11,600
Q2 2025 Reduced 68.39%
$81.4M
$6,000 0.0% of portfolio
11,800
Q3 2024 New
$88.3M
$88,000 0.0% of portfolio
12,000
Q2 2024 New
$44.5M
$134,000 0.0% of portfolio
18,760
Q2 2024 New
$39.2M
$73,000 0.0% of portfolio
21,398
Q2 2024 New
$0
$37,000 0.0% of portfolio
11,340
Q2 2025 Added 1.4%
$189M
$90,000 0.0% of portfolio
125,000
Q2 2025 Added 19.05%
$271M
$168,000 0.0% of portfolio
10,668
Q2 2024 New
$893M
$216,000 0.0% of portfolio
12,913
Q2 2025 Added 1.33%
$14.7B
$239,000 0.0% of portfolio
2,501
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.59%
$19B
$228,000 0.0% of portfolio
1,884
Q2 2025 Added 4.15%

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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