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
$474B
$9.18 Million 0.19% of portfolio
85,172
Q2 2025 Reduced 48.86%
$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%
$94.4B
$8.66 Million 0.18% of portfolio
191,052
Q2 2025 Added 1.57%
$490B
$8.88 Million 0.18% of portfolio
6,632
Q2 2025 Added 5.47%
$74.7B
$8.21 Million 0.17% of portfolio
33,194
Q2 2025 Reduced 6.25%
$0
$8.42 Million 0.17% of portfolio
331,426
Q2 2025 Added 3.64%
$74B
$7.77 Million 0.16% of portfolio
147,807
Q2 2025 Added 0.59%
$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%
$138B
$7.01 Million 0.14% of portfolio
289,105
Q2 2025 Reduced 16.72%
$273B
$6.9 Million 0.14% of portfolio
23,421
Q2 2025 Added 4.94%
$0
$6.87 Million 0.14% of portfolio
299,583
Q2 2025 Reduced 0.22%
$67.6B
$6.98 Million 0.14% of portfolio
44,764
Q2 2025 Added 1.63%
$0
$6.26 Million 0.13% of portfolio
71,766
Q2 2025 Added 813.29%
$0
$5.61 Million 0.12% of portfolio
255,619
Q2 2025 Added 9.96%
$0
$5.62 Million 0.12% of portfolio
23,697
Q2 2025 Reduced 4.67%
$197B
$5.96 Million 0.12% of portfolio
63,847
Q2 2025 Added 13.31%
$0
$5.54 Million 0.11% of portfolio
47,100
Q1 2025 Added 1.29%
$123B
$5.29 Million 0.11% of portfolio
16,399
Q2 2025 Added 4.95%
$26.6B
$4.93 Million 0.1% of portfolio
38,910
Q2 2025 Reduced 4.56%
$107B
$4.91 Million 0.1% of portfolio
15,936
Q2 2025 Added 0.1%
$0
$4.71 Million 0.1% of portfolio
110,938
Q2 2025 Added 13.18%
$118B
$5.01 Million 0.1% of portfolio
6,832
Q2 2025 Reduced 1.09%
$94.9B
$4.69 Million 0.1% of portfolio
17,033
Q2 2025 Reduced 1.98%
$159B
$4.21 Million 0.09% of portfolio
15,078
Q2 2025 Added 6.08%
$337B
$4.19 Million 0.09% of portfolio
16,286
Q2 2025 Reduced 3.04%
$29.2B
$4.18 Million 0.09% of portfolio
51,219
Q2 2025 Reduced 4.17%
$0
$4.43 Million 0.09% of portfolio
11,174
Q2 2025 Reduced 8.01%
$101B
$4.13 Million 0.09% of portfolio
31,027
Q2 2025 Reduced 1.86%
$0
$4.38 Million 0.09% of portfolio
56,659
Q2 2025 Added 15.64%
$19.3B
$4 Million 0.08% of portfolio
23,689
Q2 2025 Added 0.02%
$82.2B
$3.87 Million 0.08% of portfolio
17,524
Q2 2025 Reduced 4.03%
$209B
$3.72 Million 0.08% of portfolio
47,037
Q2 2025 Reduced 3.0%
$62.5B
$3.98 Million 0.08% of portfolio
43,815
Q2 2025 Reduced 0.32%
$61.6B
$3.94 Million 0.08% of portfolio
37,994
Q2 2025 Reduced 0.11%
$1.58T
$3.88 Million 0.08% of portfolio
17,129
Q2 2025 Added 4.41%
$1.48T
$3.89 Million 0.08% of portfolio
12,260
Q2 2025 Reduced 8.05%
$103B
$3.66 Million 0.08% of portfolio
8,366
Q2 2025 Reduced 0.95%
$163B
$3.88 Million 0.08% of portfolio
31,454
Q2 2025 Added 0.79%
$0
$3.28 Million 0.07% of portfolio
100,353
Q2 2025 Added 32.7%
$85.1B
$3.44 Million 0.07% of portfolio
16,145
Q2 2025 Added 826.81%
$21B
$3.18 Million 0.07% of portfolio
33,103
Q2 2025 Reduced 58.51%
$122B
$3.17 Million 0.07% of portfolio
15,148
Q2 2025 Reduced 2.1%
$102B
$3.33 Million 0.07% of portfolio
56,751
Q2 2025 Added 4.76%
$323M
$3.51 Million 0.07% of portfolio
208,212
Q2 2025 Added 0.02%
$166B
$3.17 Million 0.07% of portfolio
73,203
Q2 2025 Reduced 1.79%
$0
$3.47 Million 0.07% of portfolio
47,170
Q2 2025 Added 8.11%

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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