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
$9.06 Million 0.19% of portfolio
387,685
Q2 2025 Reduced 1.68%
$0
$8.49 Million 0.18% of portfolio
236,970
Q2 2025 Added 6.57%
$0
$8.42 Million 0.17% of portfolio
331,426
Q2 2025 Added 3.64%
$0
$7.63 Million 0.16% of portfolio
101,287
Q2 2025 Reduced 49.31%
$0
$7.12 Million 0.15% of portfolio
232,173
Q2 2025 Reduced 3.52%
$0
$7.11 Million 0.15% of portfolio
167,078
Q2 2025 Added 17.66%
$0
$6.87 Million 0.14% of portfolio
299,583
Q2 2025 Reduced 0.22%
$0
$6.26 Million 0.13% of portfolio
71,766
Q2 2025 Added 813.29%
$0
$5.62 Million 0.12% of portfolio
23,697
Q2 2025 Reduced 4.67%
$0
$5.54 Million 0.11% of portfolio
47,100
Q1 2025 Added 1.29%
$0
$4.71 Million 0.1% of portfolio
110,938
Q2 2025 Added 13.18%
$0
$4.43 Million 0.09% of portfolio
11,174
Q2 2025 Reduced 8.01%
$0
$4.38 Million 0.09% of portfolio
56,659
Q2 2025 Added 15.64%
$0
$3.28 Million 0.07% of portfolio
100,353
Q2 2025 Added 32.7%
$0
$3.47 Million 0.07% of portfolio
47,170
Q2 2025 Added 8.11%
$0
$2.73 Million 0.06% of portfolio
32,062
Q2 2025 Added 62.85%
$0
$3.12 Million 0.06% of portfolio
59,975
Q2 2025 Reduced 7.68%
$0
$2.96 Million 0.06% of portfolio
60,529
Q2 2025 Reduced 17.81%
$0
$2.46 Million 0.05% of portfolio
24,789
Q2 2025 Added 72.41%
$0
$2.19 Million 0.05% of portfolio
12,059
Q2 2025 Added 20.28%
$0
$1.73 Million 0.04% of portfolio
8,861
Q2 2025 Reduced 0.16%
$0
$1.98 Million 0.04% of portfolio
23,599
Q2 2025 Added 21.02%
$0
$1.73 Million 0.04% of portfolio
20,399
Q2 2025 Reduced 15.33%
$0
$2.08 Million 0.04% of portfolio
139,803
Q2 2025 Reduced 13.42%
$0
$1.72 Million 0.04% of portfolio
102,846
Q2 2025 Reduced 7.1%
$0
$2.01 Million 0.04% of portfolio
5,924
Q2 2025 Reduced 6.71%
$0
$2.06 Million 0.04% of portfolio
23,124
Q2 2025 Added 48.51%
$0
$1.96 Million 0.04% of portfolio
8,198
Q2 2025 Reduced 43.5%
$0
$1.68 Million 0.03% of portfolio
32,025
Q2 2025 Reduced 0.06%
$0
$1.27 Million 0.03% of portfolio
9,844
Q2 2025 Reduced 34.11%
$0
$1.57 Million 0.03% of portfolio
2,364
Q2 2025 Added 2.52%
$0
$1.64 Million 0.03% of portfolio
14,928
Q2 2025 Added 0.34%
$0
$1.48 Million 0.03% of portfolio
25,074
Q2 2025 Reduced 22.29%
$0
$1.45 Million 0.03% of portfolio
27,575
Q2 2025 Added 5.2%
$0
$1.28 Million 0.03% of portfolio
9,629
Q2 2025 Added 1.03%
$0
$1.52 Million 0.03% of portfolio
40,538
Q2 2025 Reduced 51.46%
$2.4B
$1.42 Million 0.03% of portfolio
54,243
Q2 2025 Added 3.83%
$0
$1.39 Million 0.03% of portfolio
47,286
Q2 2025 Added 15.74%
$0
$1.4 Million 0.03% of portfolio
18,475
Q2 2025 New
$0
$900,000 0.02% of portfolio
40,765
Q2 2025 Added 15.97%
$0
$750,000 0.02% of portfolio
15,695
Q2 2025 Added 0.33%
$0
$1.08 Million 0.02% of portfolio
13,395
Q2 2025 Reduced 0.56%
$0
$1.09 Million 0.02% of portfolio
16,209
Q2 2025 Added 21.41%
$0
$764,000 0.02% of portfolio
2,674
Q2 2025 Reduced 3.22%
$0
$1.13 Million 0.02% of portfolio
14,421
Q2 2025 Added 1.2%
$0
$1.08 Million 0.02% of portfolio
7,777
Q2 2025 Added 24.29%
$0
$749,000 0.02% of portfolio
2,816
Q2 2025 Reduced 46.77%
$0
$1.01 Million 0.02% of portfolio
8,600
Q2 2024 New
$0
$970,000 0.02% of portfolio
11,811
Q2 2025 Reduced 50.0%

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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