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
$132B
$9.95 Million 0.19% of portfolio
47,279
Q3 2025 Reduced 0.74%
$346B
$9.49 Million 0.18% of portfolio
61,763
Q3 2025 Reduced 5.48%
$0
$9.48 Million 0.18% of portfolio
212,638
Q3 2025 Added 27.27%
$61.6B
$9.53 Million 0.18% of portfolio
336,760
Q3 2025 Added 1.38%
$0
$8.71 Million 0.17% of portfolio
341,254
Q3 2025 Added 2.97%
$490B
$8.98 Million 0.17% of portfolio
79,684
Q3 2025 Reduced 6.44%
$0
$8.82 Million 0.17% of portfolio
377,248
Q3 2025 Reduced 2.69%
$74.9B
$8.46 Million 0.16% of portfolio
32,432
Q3 2025 Reduced 2.3%
$49.1B
$7.86 Million 0.15% of portfolio
6,557
Q3 2025 Reduced 1.13%
$0
$7.87 Million 0.15% of portfolio
101,857
Q3 2025 Added 0.56%
$141B
$7.15 Million 0.14% of portfolio
280,613
Q3 2025 Reduced 2.94%
$0
$7.4 Million 0.14% of portfolio
233,909
Q3 2025 Added 0.75%
$0
$6.83 Million 0.13% of portfolio
297,561
Q3 2025 Reduced 0.67%
$0
$7.06 Million 0.13% of portfolio
345,742
Q3 2025 Added 35.26%
$0
$6.96 Million 0.13% of portfolio
71,158
Q3 2025 Reduced 0.85%
$0
$6.46 Million 0.12% of portfolio
47,100
Q1 2025 Added 1.29%
$319B
$6.48 Million 0.12% of portfolio
94,660
Q3 2025 Added 0.59%
$0
$6.41 Million 0.12% of portfolio
25,227
Q3 2025 Added 6.46%
$55.6B
$6.54 Million 0.12% of portfolio
44,682
Q3 2025 Reduced 0.18%
$266B
$6.28 Million 0.12% of portfolio
22,258
Q3 2025 Reduced 4.97%
$111B
$5.51 Million 0.11% of portfolio
16,752
Q3 2025 Added 2.15%
$1.29T
$5.23 Million 0.1% of portfolio
11,752
Q3 2025 Reduced 4.14%
$26.6B
$5.2 Million 0.1% of portfolio
38,597
Q3 2025 Reduced 0.8%
$1.46T
$5.18 Million 0.1% of portfolio
18,533
Q3 2025 Added 8.2%
$0
$5.27 Million 0.1% of portfolio
119,804
Q3 2025 Added 7.99%
$121B
$5.28 Million 0.1% of portfolio
6,834
Q3 2025 Added 0.03%
$100B
$5.26 Million 0.1% of portfolio
19,481
Q3 2025 Added 14.37%
$328B
$4.75 Million 0.09% of portfolio
15,775
Q3 2025 Reduced 3.14%
$104B
$4.63 Million 0.09% of portfolio
15,783
Q3 2025 Reduced 0.96%
$0
$4.7 Million 0.09% of portfolio
56,916
Q3 2025 Added 0.45%
$0
$4.86 Million 0.09% of portfolio
11,158
Q3 2025 Reduced 0.14%
$170B
$4.62 Million 0.09% of portfolio
31,992
Q3 2025 Added 1.71%
$103B
$4.09 Million 0.08% of portfolio
31,442
Q3 2025 Added 1.34%
$0
$4.42 Million 0.08% of portfolio
57,831
Q3 2025 Reduced 3.57%
$0
$3.96 Million 0.08% of portfolio
53,283
Q3 2025 Added 12.96%
$0
$3.93 Million 0.08% of portfolio
83,711
Q3 2025 Added 38.3%
$235B
$3.94 Million 0.08% of portfolio
46,986
Q3 2025 Reduced 0.11%
$62.3B
$4.43 Million 0.08% of portfolio
39,359
Q3 2025 Added 3.59%
$79.6B
$4 Million 0.08% of portfolio
32,349
Q3 2025 Added 2.3%
$183B
$4.24 Million 0.08% of portfolio
15,038
Q3 2025 Reduced 0.27%
$96.9B
$3.51 Million 0.07% of portfolio
8,311
Q3 2025 Reduced 0.66%
$31.5B
$3.73 Million 0.07% of portfolio
51,062
Q3 2025 Reduced 0.31%
$0
$3.73 Million 0.07% of portfolio
105,387
Q3 2025 Added 5.02%
$104B
$3.43 Million 0.07% of portfolio
51,943
Q3 2025 Reduced 8.47%
$19.8B
$3.82 Million 0.07% of portfolio
23,701
Q3 2025 Added 0.05%
$26.3B
$3.73 Million 0.07% of portfolio
19,953
Q3 2025 Reduced 3.27%
$77.2B
$3.46 Million 0.07% of portfolio
16,254
Q3 2025 Added 0.68%
$0
$3.18 Million 0.06% of portfolio
16,346
Q3 2025 Reduced 2.35%
$0
$2.91 Million 0.06% of portfolio
31,796
Q3 2025 Added 37.5%

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
Track This Portfolio

Track Mesirow Financial Investment Management, Inc. Portfolio

Follow Mesirow Financial Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mesirow Financial Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mesirow Financial Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email