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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$232B
$24.7 Million 0.51% of portfolio
90,641
Q2 2025 Reduced 0.35%
$227B
$24.1 Million 0.5% of portfolio
75,612
Q2 2025 Reduced 0.7%
$29B
$24 Million 0.5% of portfolio
583,476
Q2 2025 Added 0.3%
$0
$24 Million 0.5% of portfolio
106,843
Q2 2025 Added 1.58%
$281B
$23.9 Million 0.49% of portfolio
244,212
Q2 2025 Added 0.14%
$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%
$142B
$23.2 Million 0.48% of portfolio
58,670
Q2 2025 Added 286.42%
$0
$23.3 Million 0.48% of portfolio
83,131
Q2 2025 Added 1.78%
$229B
$23.1 Million 0.48% of portfolio
169,478
Q2 2025 Added 0.83%
$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%
$405B
$19 Million 0.39% of portfolio
51,794
Q2 2025 Added 0.79%
$0
$18.9 Million 0.39% of portfolio
96,768
Q2 2025 Reduced 1.68%
$452B
$18.5 Million 0.38% of portfolio
120,873
Q2 2025 Reduced 1.14%
$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%
$456B
$17 Million 0.35% of portfolio
107,562
Q2 2025 Added 1.99%
$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%
$306B
$14.6 Million 0.3% of portfolio
206,201
Q2 2025 Reduced 0.61%
$0
$13.9 Million 0.29% of portfolio
102,333
Q2 2025 Reduced 1.7%
$72.7B
$13.8 Million 0.28% of portfolio
51,688
Q2 2025 Reduced 0.61%
$68.2B
$13.7 Million 0.28% of portfolio
442,127
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%
$55.9B
$12.6 Million 0.26% of portfolio
62,517
Q2 2025 Reduced 0.63%
$222B
$12.7 Million 0.26% of portfolio
43,534
Q2 2025 Reduced 3.05%
$179B
$12.6 Million 0.26% of portfolio
137,586
Q2 2025 Reduced 0.23%
$0
$12.2 Million 0.25% of portfolio
458,848
Q2 2025 Added 4.58%
$157B
$12.1 Million 0.25% of portfolio
31,189
Q2 2025 Added 5.43%
$608B
$11.9 Million 0.25% of portfolio
15,275
Q2 2025 Reduced 2.53%
$551B
$11.9 Million 0.25% of portfolio
33,629
Q2 2025 Added 5.23%
$0
$11.4 Million 0.24% of portfolio
107,503
Q2 2025 Added 1.6%
$108B
$11.8 Million 0.24% of portfolio
128,289
Q2 2025 Reduced 4.49%
$53.5B
$11.6 Million 0.24% of portfolio
186,499
Q2 2025 Reduced 50.34%
$146B
$11.1 Million 0.23% of portfolio
47,631
Q2 2025 Added 0.41%
$0
$10.6 Million 0.22% of portfolio
41,701
Q2 2025 Added 3.07%
$368B
$10.4 Million 0.22% of portfolio
65,344
Q2 2025 Reduced 3.9%
$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%
$261B
$10.5 Million 0.22% of portfolio
57,482
Q2 2025 Added 0.82%
$120B
$10.4 Million 0.21% of portfolio
115,616
Q2 2025 Added 2.32%
$59.7B
$9.77 Million 0.2% of portfolio
332,185
Q2 2025 Reduced 1.3%

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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