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
$160B
$2.88 Million 0.06% of portfolio
14,545
Q3 2025 Reduced 4.48%
$98.1B
$2.96 Million 0.06% of portfolio
17,333
Q3 2025 Reduced 7.29%
$84.4B
$3.11 Million 0.06% of portfolio
15,854
Q3 2025 Added 3.3%
$380M
$3.15 Million 0.06% of portfolio
203,182
Q3 2025 Reduced 2.42%
$172B
$3.23 Million 0.06% of portfolio
73,544
Q3 2025 Added 0.47%
$65.7B
$3.32 Million 0.06% of portfolio
41,472
Q3 2025 Reduced 5.35%
$0
$3.26 Million 0.06% of portfolio
61,443
Q3 2025 Added 122.82%
$84B
$3.25 Million 0.06% of portfolio
16,917
Q3 2025 Reduced 3.46%
$114B
$3.27 Million 0.06% of portfolio
15,128
Q3 2025 Reduced 0.13%
$181B
$2.45 Million 0.05% of portfolio
86,600
Q3 2025 Added 0.12%
$0
$2.83 Million 0.05% of portfolio
28,223
Q3 2025 Added 13.85%
$0
$2.87 Million 0.05% of portfolio
32,068
Q3 2025 Added 0.02%
$78.9B
$2.67 Million 0.05% of portfolio
33,369
Q3 2025 Added 0.69%
$123B
$2.64 Million 0.05% of portfolio
5,294
Q3 2025 Reduced 1.36%
$132B
$2.72 Million 0.05% of portfolio
11,008
Q3 2025 Reduced 0.31%
$20.4B
$2.49 Million 0.05% of portfolio
28,433
Q3 2025 Reduced 14.11%
$0
$1.89 Million 0.04% of portfolio
60,194
Q3 2025 Added 27.3%
$46.8B
$1.9 Million 0.04% of portfolio
1,993
Q3 2025 Reduced 0.94%
$63.4B
$2.17 Million 0.04% of portfolio
4,743
Q3 2025 Reduced 1.45%
$72.4B
$2.01 Million 0.04% of portfolio
5,646
Q3 2025 Reduced 0.93%
$0
$2.25 Million 0.04% of portfolio
11,872
Q3 2025 Reduced 1.55%
$79.2B
$2.15 Million 0.04% of portfolio
30,808
Q3 2025 Added 5.74%
$120B
$2.33 Million 0.04% of portfolio
74,191
Q3 2025 Added 0.43%
$144B
$2.2 Million 0.04% of portfolio
4,813
Q3 2025 Added 2.89%
$16.8B
$1.94 Million 0.04% of portfolio
38,117
Q3 2025 Reduced 0.93%
$68.5B
$2.13 Million 0.04% of portfolio
15,658
Q3 2025 Added 0.47%
$35B
$2.28 Million 0.04% of portfolio
19,875
Q3 2025 Reduced 19.86%
$265B
$2.28 Million 0.04% of portfolio
2,866
Q3 2025 Added 15.33%
$0
$2.1 Million 0.04% of portfolio
23,599
Q2 2025 Added 21.02%
$25.7B
$2.33 Million 0.04% of portfolio
15,806
Q3 2025 Reduced 0.29%
$190B
$2.08 Million 0.04% of portfolio
20,522
Q3 2025 Added 0.47%
$18.6B
$1.89 Million 0.04% of portfolio
38,604
Q2 2025 Reduced 0.18%
$0
$2.31 Million 0.04% of portfolio
6,329
Q3 2025 Added 6.84%
$4.56B
$1.88 Million 0.04% of portfolio
58,355
Q3 2025 Added 3.22%
$94.5B
$1.93 Million 0.04% of portfolio
5,649
Q3 2025 Added 1.66%
$0
$2.17 Million 0.04% of portfolio
8,009
Q3 2025 Reduced 2.31%
$177B
$1.92 Million 0.04% of portfolio
9,848
Q3 2025 Added 2.62%
$45.6B
$2.24 Million 0.04% of portfolio
49,671
Q3 2025 Reduced 2.76%
$0
$2.08 Million 0.04% of portfolio
23,254
Q3 2025 Added 14.0%
$54.5B
$2.26 Million 0.04% of portfolio
12,069
Q3 2025 Added 4.1%
$85.9B
$1.6 Million 0.03% of portfolio
7,233
Q3 2025 Added 8.57%
$0
$1.36 Million 0.03% of portfolio
9,547
Q3 2025 Reduced 0.85%
$99.7B
$1.82 Million 0.03% of portfolio
9,464
Q3 2025 Reduced 4.81%
$0
$1.8 Million 0.03% of portfolio
40,521
Q3 2025 Reduced 0.04%
$317B
$1.53 Million 0.03% of portfolio
18,263
Q3 2025 Added 2.62%
$19.5B
$1.57 Million 0.03% of portfolio
3,008
Q3 2025 Added 0.84%
$67.6B
$1.53 Million 0.03% of portfolio
31,696
Q3 2025 Added 6.78%
$42.4B
$1.62 Million 0.03% of portfolio
10,637
Q3 2025 Reduced 0.7%
$2.34B
$1.45 Million 0.03% of portfolio
54,243
Q2 2025 Added 3.83%

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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