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
$187B
$1.56 Million 0.03% of portfolio
9,391
Q3 2025 Reduced 0.87%
$0
$1.34 Million 0.03% of portfolio
17,044
Q3 2025 Added 18.19%
$0
$1.77 Million 0.03% of portfolio
2,368
Q3 2025 Added 0.17%
$0
$1.53 Million 0.03% of portfolio
13,761
Q3 2025 Reduced 7.82%
$101B
$1.35 Million 0.03% of portfolio
11,084
Q3 2025 Added 4.37%
$270B
$1.76 Million 0.03% of portfolio
24,639
Q3 2025 Added 0.76%
$76.2B
$1.37 Million 0.03% of portfolio
21,905
Q3 2025 Reduced 13.01%
$0
$1.36 Million 0.03% of portfolio
9,845
Q3 2025 Added 0.01%
$0
$1.55 Million 0.03% of portfolio
25,409
Q3 2025 Added 1.34%
$270B
$1.62 Million 0.03% of portfolio
10,206
Q3 2025 Reduced 0.86%
$168B
$1.51 Million 0.03% of portfolio
20,017
Q3 2025 Reduced 0.71%
$0
$1.34 Million 0.03% of portfolio
6,399
Q3 2025 Reduced 27.78%
$99.5B
$1.31 Million 0.03% of portfolio
29,088
Q3 2025 Reduced 3.06%
$0
$1.42 Million 0.03% of portfolio
11,998
Q3 2025 Added 10.91%
$0
$1.58 Million 0.03% of portfolio
29,309
Q3 2025 Reduced 8.48%
$34.9B
$1.48 Million 0.03% of portfolio
4,277
Q3 2025 Added 1.54%
$47B
$1.63 Million 0.03% of portfolio
3,321
Q3 2025 Added 0.03%
$46.1B
$1.66 Million 0.03% of portfolio
18,304
Q3 2025 Added 0.16%
$140B
$1.43 Million 0.03% of portfolio
3,825
Q3 2025 Reduced 12.45%
$75.4B
$1.55 Million 0.03% of portfolio
11,844
Q3 2025 Reduced 0.07%
$96.4B
$1.52 Million 0.03% of portfolio
12,289
Q3 2025 Added 0.1%
$47.4B
$1.44 Million 0.03% of portfolio
21,324
Q3 2025 Reduced 15.9%
$0
$1.8 Million 0.03% of portfolio
105,842
Q3 2025 Added 2.91%
$0
$1.57 Million 0.03% of portfolio
20,720
Q3 2025 Added 12.15%
$0
$1.4 Million 0.03% of portfolio
9,234
Q3 2025 Added 18.73%
$0
$863,000 0.02% of portfolio
2,698
Q3 2025 Added 0.9%
$55.4B
$801,000 0.02% of portfolio
2,623
Q3 2025 Added 1.71%
$161B
$1.13 Million 0.02% of portfolio
1,048
Q3 2025 Added 4.17%
$0
$1.01 Million 0.02% of portfolio
52,333
Q3 2025 Added 0.07%
$0
$1.09 Million 0.02% of portfolio
46,583
Q3 2025 Added 148.62%
$0
$1.09 Million 0.02% of portfolio
13,395
Q2 2025 Reduced 0.56%
$4.41B
$841,000 0.02% of portfolio
32,270
Q3 2025 Added 23.19%
$123B
$892,000 0.02% of portfolio
1,278
Q3 2025 Added 24.68%
$27.4B
$1.15 Million 0.02% of portfolio
4,672
Q2 2025 Added 0.24%
$45.2B
$800,000 0.02% of portfolio
13,404
Q3 2025 Reduced 7.56%
$342B
$1.16 Million 0.02% of portfolio
6,360
Q3 2025 Added 1.47%
$68.7B
$1.04 Million 0.02% of portfolio
12,506
Q3 2025 Added 2.01%
$38B
$995,000 0.02% of portfolio
7,347
Q3 2025 Reduced 0.03%
$72.7B
$880,000 0.02% of portfolio
668
Q2 2025 Reduced 1.18%
$0
$785,000 0.02% of portfolio
5,624
Q3 2025 Added 6.05%
$19B
$789,000 0.02% of portfolio
3,846
Q3 2025 Added 89.27%
$98.6B
$1.28 Million 0.02% of portfolio
13,495
Q3 2025 Reduced 2.75%
$29.5B
$1.15 Million 0.02% of portfolio
1,770
Q3 2025 Reduced 35.94%
$61.4B
$1.05 Million 0.02% of portfolio
5,154
Q3 2025 Added 0.86%
$74.3B
$1.1 Million 0.02% of portfolio
1,951
Q3 2025 Reduced 15.28%
$8.47B
$1.03 Million 0.02% of portfolio
7,144
Q3 2025 Reduced 3.58%
$86.7B
$924,000 0.02% of portfolio
1,518
Q3 2025 Reduced 10.23%
$114B
$897,000 0.02% of portfolio
7,840
Q3 2025 Reduced 2.69%
$19.9B
$869,000 0.02% of portfolio
1,800
Q3 2025 Reduced 7.31%

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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