Mesirow Financial Investment Management, Inc. Portfolio Holdings

Mesirow Financial Investment Management, Inc.

  • $5.23 Billion
  • Q3 2025

Mesirow Financial Investment Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.23 Billion distributed in 554 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 $485M, Apple Inc. with a value of $268M, Vaneck Morningstar Wide Moat E with a value of $226M, Ishares Core S&P Sm Cap ETF with a value of $176M, and Microsoft Corp with a value of $171M.

Examining the 13F form we can see an increase of $390M in the current position value, from $4.84B to 5.23B.

Below you can find more details about Mesirow Financial Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.23 Billion
ETFs: $2.43 Billion
Financial Services: $859 Million
Technology: $694 Million
Communication Services: $305 Million
Healthcare: $231 Million
Industrials: $222 Million
Consumer Cyclical: $211 Million
Consumer Defensive: $134 Million
Other: $144 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149M
$370,000 0.01% of portfolio
10,667
Q2 2024 New
$147M
$719,000 0.01% of portfolio
59,940
Q1 2025 Reduced 50.0%
$62M
$138,000 0.0% of portfolio
18,760
Q2 2024 New
$139M
$61,000 0.0% of portfolio
16,000
Q2 2025 Reduced 73.77%
$68.9M
$7,000 0.0% of portfolio
11,800
Q3 2024 New
$212M
$160,000 0.0% of portfolio
24,840
Q3 2025 Added 8.88%
$196M
$52,000 0.0% of portfolio
18,500
Q3 2024 New
$193M
$53,000 0.0% of portfolio
20,000
Q2 2024 New
$191M
$41,000 0.0% of portfolio
10,959
Q2 2024 New
$91.8M
$76,000 0.0% of portfolio
12,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 554
  • Current Value $5.23 Billion
  • Prior Value $4.84 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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