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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$25 Million 0.48% of portfolio
242,958
Q3 2025 Reduced 0.51%
$0
$25 Million 0.48% of portfolio
192,427
Q3 2025 Reduced 9.41%
$152B
$24.9 Million 0.48% of portfolio
100,968
Q3 2025 Added 0.63%
$255B
$24.9 Million 0.48% of portfolio
74,889
Q3 2025 Reduced 0.96%
$0
$24.7 Million 0.47% of portfolio
502,702
Q3 2025 Reduced 6.63%
$0
$24.1 Million 0.46% of portfolio
82,142
Q3 2025 Reduced 1.19%
$29.2B
$24.3 Million 0.46% of portfolio
545,748
Q3 2025 Reduced 6.47%
$228B
$22.8 Million 0.44% of portfolio
170,424
Q3 2025 Added 0.56%
$0
$22.6 Million 0.43% of portfolio
93,526
Q3 2025 Reduced 1.08%
$0
$22.3 Million 0.43% of portfolio
268,607
Q3 2025 Added 2.11%
$522B
$21.9 Million 0.42% of portfolio
118,282
Q3 2025 Reduced 2.14%
$136B
$21.8 Million 0.42% of portfolio
59,106
Q3 2025 Added 0.74%
$237B
$21.8 Million 0.42% of portfolio
91,797
Q3 2025 Added 1.28%
$367B
$21.1 Million 0.4% of portfolio
52,174
Q3 2025 Added 0.73%
$465B
$20.7 Million 0.4% of portfolio
111,058
Q3 2025 Added 3.25%
$300B
$20.2 Million 0.39% of portfolio
58,453
Q3 2025 Added 0.53%
$0
$19.7 Million 0.38% of portfolio
163,258
Q3 2025 Added 1.63%
$0
$20 Million 0.38% of portfolio
97,018
Q3 2025 Added 0.26%
$0
$19.2 Million 0.37% of portfolio
159,115
Q3 2025 Reduced 0.73%
$0
$19.6 Million 0.37% of portfolio
32,580
Q3 2025 Added 4.85%
$0
$16.3 Million 0.31% of portfolio
305,636
Q3 2025 Reduced 1.57%
$0
$16.3 Million 0.31% of portfolio
81,769
Q3 2025 Added 1.73%
$0
$15.2 Million 0.29% of portfolio
603,301
Q3 2025 Reduced 0.57%
$0
$15.1 Million 0.29% of portfolio
25,355
Q3 2025 Reduced 0.43%
$0
$14.5 Million 0.28% of portfolio
103,444
Q3 2025 Added 1.09%
$204B
$14.1 Million 0.27% of portfolio
100,646
Q3 2025 Reduced 53.51%
$306B
$13.7 Million 0.26% of portfolio
206,637
Q3 2025 Added 0.21%
$65.3B
$13.6 Million 0.26% of portfolio
186,739
Q3 2025 Added 0.13%
$70.2B
$13.8 Million 0.26% of portfolio
441,123
Q3 2025 Reduced 0.23%
$0
$13.5 Million 0.26% of portfolio
569,624
Q3 2025 Added 2.29%
$72.9B
$13.4 Million 0.26% of portfolio
51,609
Q3 2025 Reduced 0.15%
$0
$13.7 Million 0.26% of portfolio
155,008
Q3 2025 Reduced 0.04%
$0
$13.2 Million 0.25% of portfolio
246,387
Q3 2025 Added 1.02%
$224B
$13.2 Million 0.25% of portfolio
43,423
Q3 2025 Reduced 0.25%
$57.9B
$13.1 Million 0.25% of portfolio
61,050
Q3 2025 Reduced 2.35%
$167B
$13.2 Million 0.25% of portfolio
138,119
Q3 2025 Added 0.39%
$0
$12.6 Million 0.24% of portfolio
463,281
Q3 2025 Added 0.97%
$0
$12 Million 0.23% of portfolio
221,835
Q3 2025 Added 2.96%
$69.4B
$12.2 Million 0.23% of portfolio
148,879
Q3 2025 Added 0.73%
$971B
$11.8 Million 0.23% of portfolio
15,495
Q3 2025 Added 1.44%
$0
$11.5 Million 0.22% of portfolio
40,914
Q3 2025 Reduced 1.89%
$0
$11.6 Million 0.22% of portfolio
108,573
Q3 2025 Added 1.0%
$0
$11 Million 0.21% of portfolio
453,116
Q3 2025 Added 2.18%
$113B
$11.1 Million 0.21% of portfolio
116,824
Q3 2025 Added 1.04%
$97.3B
$10.5 Million 0.2% of portfolio
124,014
Q3 2025 Reduced 3.33%
$151B
$10.3 Million 0.2% of portfolio
29,315
Q3 2025 Reduced 6.01%
$237B
$9.83 Million 0.19% of portfolio
60,598
Q3 2025 Added 5.42%
$96.7B
$9.72 Million 0.19% of portfolio
192,537
Q3 2025 Added 0.78%
$0
$9.74 Million 0.19% of portfolio
252,601
Q3 2025 Added 6.6%

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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