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
$23.8B
$3.42 Million 0.07% of portfolio
20,628
Q2 2025 Added 4.0%
$84.2B
$3.12 Million 0.06% of portfolio
31,621
Q2 2025 Added 0.1%
$21.8B
$2.78 Million 0.06% of portfolio
38,604
Q2 2025 Reduced 0.18%
$85.9B
$2.86 Million 0.06% of portfolio
15,348
Q2 2025 Reduced 1.69%
$0
$2.73 Million 0.06% of portfolio
32,062
Q2 2025 Added 62.85%
$0
$3.06 Million 0.06% of portfolio
16,740
Q2 2025 Added 601.59%
$0
$3.12 Million 0.06% of portfolio
59,975
Q2 2025 Reduced 7.68%
$102B
$2.8 Million 0.06% of portfolio
18,696
Q2 2025 Reduced 7.79%
$0
$2.96 Million 0.06% of portfolio
60,529
Q2 2025 Reduced 17.81%
$156B
$3.01 Million 0.06% of portfolio
15,227
Q2 2025 Added 1.68%
$119B
$2.95 Million 0.06% of portfolio
11,042
Q2 2025 Reduced 2.44%
$128B
$2.49 Million 0.05% of portfolio
5,367
Q2 2025 Added 0.92%
$34.9B
$2.58 Million 0.05% of portfolio
24,801
Q2 2025 Reduced 48.35%
$139B
$2.38 Million 0.05% of portfolio
4,678
Q2 2025 Added 0.97%
$0
$2.46 Million 0.05% of portfolio
24,789
Q2 2025 Added 72.41%
$175B
$2.5 Million 0.05% of portfolio
86,498
Q2 2025 Reduced 6.2%
$75.8B
$2.35 Million 0.05% of portfolio
33,140
Q2 2025 Added 0.07%
$119B
$2.64 Million 0.05% of portfolio
73,876
Q2 2025 Added 3.06%
$45.9B
$2.22 Million 0.05% of portfolio
51,083
Q2 2025 Reduced 49.8%
$26.9B
$2.05 Million 0.04% of portfolio
15,852
Q2 2025 Added 0.23%
$44.6B
$1.89 Million 0.04% of portfolio
25,357
Q2 2025 Reduced 0.3%
$177B
$1.87 Million 0.04% of portfolio
9,597
Q2 2025 Added 5.15%
$267B
$1.72 Million 0.04% of portfolio
24,452
Q2 2025 Added 4.02%
$50.6B
$2 Million 0.04% of portfolio
11,594
Q2 2025 Added 32.73%
$78.9B
$2.07 Million 0.04% of portfolio
29,135
Q2 2025 Reduced 3.4%
$66.3B
$1.86 Million 0.04% of portfolio
15,585
Q2 2025 Reduced 4.42%
$0
$1.73 Million 0.04% of portfolio
8,861
Q2 2025 Reduced 0.16%
$197B
$1.74 Million 0.04% of portfolio
20,426
Q2 2025 Reduced 6.44%
$70.3B
$2.03 Million 0.04% of portfolio
5,699
Q2 2025 Reduced 1.89%
$65.3B
$2.02 Million 0.04% of portfolio
4,813
Q2 2025 Reduced 1.9%
$77.6B
$1.7 Million 0.04% of portfolio
25,181
Q2 2025 Added 18.44%
$48.3B
$1.77 Million 0.04% of portfolio
3,320
Q2 2025 Reduced 2.7%
$0
$1.98 Million 0.04% of portfolio
23,599
Q2 2025 Added 21.02%
$4.57B
$1.93 Million 0.04% of portfolio
56,535
Q2 2025 Reduced 0.38%
$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%
$18.3B
$2.16 Million 0.04% of portfolio
38,473
Q2 2025 Reduced 45.68%
$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%
$19.4B
$1.77 Million 0.04% of portfolio
2,983
Q2 2025 Reduced 26.87%
$0
$1.96 Million 0.04% of portfolio
8,198
Q2 2025 Reduced 43.5%
$268B
$1.76 Million 0.04% of portfolio
2,485
Q2 2025 Added 14.41%
$48.8B
$2.09 Million 0.04% of portfolio
2,012
Q2 2025 Reduced 0.79%
$39.7B
$1.59 Million 0.03% of portfolio
10,712
Q2 2025 Added 0.19%
$0
$1.68 Million 0.03% of portfolio
32,025
Q2 2025 Reduced 0.06%
$80.8B
$1.52 Million 0.03% of portfolio
6,662
Q2 2025 Reduced 50.02%
$97.6B
$1.65 Million 0.03% of portfolio
9,942
Q2 2025 Reduced 8.69%
$331B
$1.43 Million 0.03% of portfolio
17,796
Q2 2025 Reduced 51.99%

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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