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
$203B
$1.51 Million 0.03% of portfolio
9,473
Q2 2025 Reduced 5.65%
$33.9B
$1.29 Million 0.03% of portfolio
4,212
Q2 2025 Reduced 48.17%
$0
$1.27 Million 0.03% of portfolio
9,844
Q2 2025 Reduced 34.11%
$277B
$1.45 Million 0.03% of portfolio
10,295
Q2 2025 Reduced 3.32%
$0
$1.57 Million 0.03% of portfolio
2,364
Q2 2025 Added 2.52%
$0
$1.64 Million 0.03% of portfolio
14,928
Q2 2025 Added 0.34%
$0
$1.48 Million 0.03% of portfolio
25,074
Q2 2025 Reduced 22.29%
$68.6B
$1.24 Million 0.03% of portfolio
12,259
Q2 2025 Reduced 4.1%
$0
$1.45 Million 0.03% of portfolio
27,575
Q2 2025 Added 5.2%
$101B
$1.27 Million 0.03% of portfolio
13,876
Q2 2025 Added 2.43%
$8.61B
$1.25 Million 0.03% of portfolio
7,409
Q2 2025 Reduced 7.43%
$69.3B
$1.34 Million 0.03% of portfolio
29,684
Q2 2025 Added 53.26%
$161B
$1.4 Million 0.03% of portfolio
20,160
Q2 2025 Reduced 2.08%
$0
$1.28 Million 0.03% of portfolio
9,629
Q2 2025 Added 1.03%
$0
$1.52 Million 0.03% of portfolio
40,538
Q2 2025 Reduced 51.46%
$2.35B
$1.42 Million 0.03% of portfolio
54,243
Q2 2025 Added 3.83%
$93.9B
$1.62 Million 0.03% of portfolio
5,557
Q2 2025 Reduced 0.73%
$0
$1.39 Million 0.03% of portfolio
47,286
Q2 2025 Added 15.74%
$82.8B
$1.58 Million 0.03% of portfolio
11,852
Q2 2025 Reduced 8.0%
$154B
$1.56 Million 0.03% of portfolio
4,369
Q2 2025 Reduced 1.71%
$32.1B
$1.48 Million 0.03% of portfolio
2,763
Q2 2025 Reduced 42.22%
$0
$1.4 Million 0.03% of portfolio
18,475
Q2 2025 New
$103B
$1.5 Million 0.03% of portfolio
21,690
Q2 2025 Reduced 21.64%
$97.8B
$1.39 Million 0.03% of portfolio
30,006
Q2 2025 Reduced 34.12%
$95.2B
$1.45 Million 0.03% of portfolio
12,277
Q2 2025 Added 0.2%
$0
$900,000 0.02% of portfolio
40,765
Q2 2025 Added 15.97%
$73.4B
$935,000 0.02% of portfolio
3,471
Q2 2025 Reduced 2.2%
$78.9B
$784,000 0.02% of portfolio
2,374
Q2 2025 Reduced 3.34%
$2.52B
$808,000 0.02% of portfolio
2,000
Q2 2025 Reduced 5.44%
$0
$750,000 0.02% of portfolio
15,695
Q2 2025 Added 0.33%
$153B
$816,000 0.02% of portfolio
7,362
Q2 2025 Reduced 0.97%
$309B
$905,000 0.02% of portfolio
2,978
Q2 2025 Reduced 7.69%
$87.3B
$995,000 0.02% of portfolio
10,927
Q2 2025 Added 4.0%
$59.6B
$739,000 0.02% of portfolio
8,715
Q2 2025 Reduced 4.02%
$0
$1.08 Million 0.02% of portfolio
13,395
Q2 2025 Reduced 0.56%
$0
$1.09 Million 0.02% of portfolio
16,209
Q2 2025 Added 21.41%
$0
$764,000 0.02% of portfolio
2,674
Q2 2025 Reduced 3.22%
$4.37B
$805,000 0.02% of portfolio
26,195
Q2 2025 Added 112.62%
$107B
$1.07 Million 0.02% of portfolio
10,620
Q2 2025 Added 1.0%
$115B
$777,000 0.02% of portfolio
2,682
Q2 2025 Added 1.71%
$124B
$786,000 0.02% of portfolio
1,025
Q2 2025 Reduced 25.56%
$34.3B
$998,000 0.02% of portfolio
9,952
Q2 2025 Reduced 8.7%
$173B
$901,000 0.02% of portfolio
1,006
Q2 2025 Reduced 18.61%
$85.6B
$1.2 Million 0.02% of portfolio
4,394
Q2 2025 Added 2.86%
$89.6B
$815,000 0.02% of portfolio
2,376
Q2 2025 Added 7.08%
$21.1B
$952,000 0.02% of portfolio
5,855
Q2 2025 Reduced 0.53%
$26.2B
$1.09 Million 0.02% of portfolio
4,672
Q2 2025 Added 0.24%
$48.4B
$1.06 Million 0.02% of portfolio
14,500
Q2 2025 Added 8.04%
$70.5B
$1.02 Million 0.02% of portfolio
668
Q2 2025 Reduced 1.18%

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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