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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.61 Million 0.12% of portfolio
255,619
Q2 2025 Added 9.96%
$0
$953,000 0.02% of portfolio
52,296
Q2 2025 Added 0.08%
$0
$719,000 0.01% of portfolio
74,017
Q2 2025 Added 203.91%
$0
$430,000 0.01% of portfolio
49,537
Q2 2025 Added 0.21%
$0
$151,000 0.0% of portfolio
13,556
Q2 2025 Added 19.68%
$18.4M
$68,000 0.0% of portfolio
30,000
Q2 2024 New
$44.3M
$9,000 0.0% of portfolio
20,000
Q4 2024 Reduced 50.0%
$48.1M
$84,000 0.0% of portfolio
12,178
Q1 2025 Reduced 50.0%
$0
$160,000 0.0% of portfolio
12,433
Q2 2025 New
$22.4M
$41,000 0.0% of portfolio
22,000
Q1 2025 Added 120.0%
$0
$113,000 0.0% of portfolio
11,600
Q2 2025 Reduced 68.39%
$44.2M
$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%

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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