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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.42B
$1.93 Million 0.04% of portfolio
56,535
Q2 2025 Reduced 0.38%
$9.04B
$1.25 Million 0.03% of portfolio
7,409
Q2 2025 Reduced 7.43%
$3.68B
$808,000 0.02% of portfolio
2,000
Q2 2025 Reduced 5.44%
$4.98B
$805,000 0.02% of portfolio
26,195
Q2 2025 Added 112.62%
$6.65B
$295,000 0.01% of portfolio
4,346
Q2 2025 New
$4.67B
$417,000 0.01% of portfolio
4,119
Q2 2025 New
$6.61B
$307,000 0.01% of portfolio
291
Q4 2024 Added 0.34%
$4.99B
$689,000 0.01% of portfolio
19,164
Q2 2024 New
$4.73B
$331,000 0.01% of portfolio
5,625
Q2 2025 Reduced 1.88%
$8.95B
$497,000 0.01% of portfolio
9,566
Q2 2025 Reduced 8.42%
$7.5B
$271,000 0.01% of portfolio
862
Q2 2025 Reduced 9.26%
$6.4B
$428,000 0.01% of portfolio
4,755
Q2 2025 Added 1,400.0%
$4.61B
$164,000 0.0% of portfolio
31,461
Q2 2025 New
$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

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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