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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$229 Million 4.73% of portfolio
2,668,567
Q2 2025 Reduced 2.84%
$0
$157 Million 3.24% of portfolio
1,435,196
Q2 2025 Reduced 2.35%
$0
$150 Million 3.1% of portfolio
241,695
Q2 2025 Added 3.02%
$0
$138 Million 2.85% of portfolio
1,019,989
Q2 2025 Reduced 46.54%
$0
$115 Million 2.37% of portfolio
201,986
Q2 2025 Added 1.59%
$0
$84.7 Million 1.75% of portfolio
137,144
Q2 2025 Reduced 3.27%
$0
$80.1 Million 1.66% of portfolio
188,769
Q2 2025 Reduced 1.27%
$0
$76 Million 1.57% of portfolio
570,074
Q2 2025 Added 0.71%
$106B
$64.7 Million 1.34% of portfolio
212,260
Q2 2025 Reduced 12.74%
$0
$58.2 Million 1.2% of portfolio
842,765
Q2 2025 Added 4.78%
$0
$50.3 Million 1.04% of portfolio
547,366
Q2 2025 Reduced 51.11%
$0
$41.7 Million 0.86% of portfolio
671,772
Q2 2025 Reduced 41.13%
$0
$40 Million 0.83% of portfolio
205,744
Q2 2025 Added 530.13%
$0
$39.5 Million 0.82% of portfolio
392,339
Q2 2025 Added 77.25%
$0
$39.2 Million 0.81% of portfolio
89,309
Q2 2025 Added 14.71%
$0
$37.4 Million 0.77% of portfolio
656,751
Q2 2025 Added 3.38%
$0
$36.6 Million 0.76% of portfolio
594,241
Q2 2025 Reduced 1.46%
$0
$35.3 Million 0.73% of portfolio
193,816
Q2 2025 Added 3.12%
$0
$31.5 Million 0.65% of portfolio
351,984
Q2 2025 Reduced 50.84%
$0
$29.9 Million 0.62% of portfolio
358,193
Q2 2025 Added 7.67%
$0
$27.7 Million 0.57% of portfolio
348,883
Q2 2025 Added 1.51%
$0
$26.2 Million 0.54% of portfolio
212,409
Q2 2025 Reduced 1.29%
$0
$25.3 Million 0.52% of portfolio
538,416
Q2 2025 Reduced 0.38%
$0
$25.1 Million 0.52% of portfolio
195,441
Q2 2025 Added 8.16%
$0
$24 Million 0.5% of portfolio
106,843
Q2 2025 Added 1.58%
$0
$23.6 Million 0.49% of portfolio
77,584
Q2 2025 Added 0.74%
$0
$23.8 Million 0.49% of portfolio
144,648
Q2 2025 Added 2.4%
$0
$23.3 Million 0.48% of portfolio
83,131
Q2 2025 Added 1.78%
$0
$21.8 Million 0.45% of portfolio
263,045
Q2 2025 Reduced 48.15%
$0
$20.4 Million 0.42% of portfolio
94,548
Q2 2025 Added 0.04%
$0
$19.7 Million 0.41% of portfolio
141,784
Q2 2025 Reduced 48.59%
$0
$18.9 Million 0.39% of portfolio
96,768
Q2 2025 Reduced 1.68%
$0
$17.5 Million 0.36% of portfolio
160,643
Q2 2025 Added 1.92%
$0
$17.6 Million 0.36% of portfolio
160,286
Q2 2025 Reduced 2.22%
$0
$17.1 Million 0.35% of portfolio
31,073
Q2 2025 Added 3.01%
$0
$15.3 Million 0.32% of portfolio
606,747
Q2 2025 Reduced 0.69%
$0
$15 Million 0.31% of portfolio
310,501
Q2 2025 Reduced 11.47%
$0
$15.2 Million 0.31% of portfolio
80,381
Q2 2025 Reduced 6.84%
$0
$14.4 Million 0.3% of portfolio
25,464
Q2 2025 Reduced 4.69%
$0
$13.9 Million 0.29% of portfolio
102,333
Q2 2025 Reduced 1.7%
$0
$13.2 Million 0.27% of portfolio
556,889
Q2 2025 Added 0.61%
$0
$13.1 Million 0.27% of portfolio
243,888
Q2 2025 Reduced 51.52%
$0
$12.9 Million 0.27% of portfolio
155,076
Q2 2025 Reduced 6.98%
$0
$12.2 Million 0.25% of portfolio
458,848
Q2 2025 Added 4.58%
$0
$11.4 Million 0.24% of portfolio
107,503
Q2 2025 Added 1.6%
$53.5B
$11.6 Million 0.24% of portfolio
186,499
Q2 2025 Reduced 50.34%
$0
$10.6 Million 0.22% of portfolio
41,701
Q2 2025 Added 3.07%
$0
$10.7 Million 0.22% of portfolio
215,448
Q2 2025 Added 0.72%
$0
$10.8 Million 0.22% of portfolio
443,466
Q2 2025 Added 1.21%

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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