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
$9.99B
$1.02 Million 0.02% of portfolio
11,339
Q3 2025 Reduced 16.11%
$0
$1.18 Million 0.02% of portfolio
32,543
Q3 2025 Added 6.38%
$16.1B
$832,000 0.02% of portfolio
36,285
Q3 2025 Added 46.37%
$279B
$829,000 0.02% of portfolio
3,103
Q3 2025 Added 4.2%
$86.1B
$800,000 0.02% of portfolio
2,311
Q3 2025 Reduced 2.74%
$92.7B
$1.15 Million 0.02% of portfolio
4,398
Q3 2025 Added 0.09%
$73.7B
$947,000 0.02% of portfolio
3,461
Q3 2025 Reduced 0.29%
$128B
$850,000 0.02% of portfolio
8,929
Q3 2025 Added 10.06%
$36B
$1.11 Million 0.02% of portfolio
10,994
Q3 2025 Added 10.47%
$79.1B
$873,000 0.02% of portfolio
4,887
Q3 2025 Added 21.24%
$0
$948,000 0.02% of portfolio
40,764
Q3 2025 Reduced -0.0%
$268B
$1.01 Million 0.02% of portfolio
6,063
Q3 2025 Added 3.82%
$71.6B
$872,000 0.02% of portfolio
13,010
Q3 2025 Reduced 7.9%
$156B
$817,000 0.02% of portfolio
7,364
Q3 2025 Added 0.03%
$163B
$787,000 0.02% of portfolio
1,096
Q3 2025 New
$91.4B
$1.1 Million 0.02% of portfolio
7,065
Q3 2025 Reduced 0.49%
$0
$1.17 Million 0.02% of portfolio
16,435
Q3 2025 Added 1.39%
$0
$838,000 0.02% of portfolio
13,704
Q3 2025 Reduced 0.18%
$0
$1.08 Million 0.02% of portfolio
8,600
Q2 2024 New
$0
$887,000 0.02% of portfolio
11,570
Q2 2025 Reduced 2.95%
$0
$1.03 Million 0.02% of portfolio
11,830
Q3 2025 Added 0.16%
$18.7B
$851,000 0.02% of portfolio
3,704
Q3 2025 Added 2.8%
$182B
$911,000 0.02% of portfolio
1,334
Q3 2025 Reduced 3.82%
$0
$1.05 Million 0.02% of portfolio
15,546
Q2 2025 Added 27.49%
$53.1B
$984,000 0.02% of portfolio
4,003
Q3 2025 Added 1.68%
$388B
$802,000 0.02% of portfolio
4,963
Q3 2025 Added 6.27%
$89.3B
$1.15 Million 0.02% of portfolio
10,569
Q3 2025 Reduced 3.28%
$143B
$861,000 0.02% of portfolio
25,683
Q3 2025 Reduced 25.94%
$28.9B
$772,000 0.01% of portfolio
8,587
Q3 2025 Added 1.36%
$52.4B
$310,000 0.01% of portfolio
9,029
Q3 2025 Added 0.98%
$0
$604,000 0.01% of portfolio
126,200
Q3 2025 Added 65.62%
$37.3B
$597,000 0.01% of portfolio
1,943
Q3 2025 Added 0.88%
$57.5B
$270,000 0.01% of portfolio
992
Q3 2025 Added 38.55%
$44.9B
$414,000 0.01% of portfolio
12,860
Q3 2025 Added 24.17%
$41.3B
$440,000 0.01% of portfolio
5,276
Q3 2025 Reduced 2.84%
$0
$725,000 0.01% of portfolio
8,320
Q3 2025 Reduced 3.03%
$43.5B
$336,000 0.01% of portfolio
2,622
Q3 2025 Added 1.24%
$0
$523,000 0.01% of portfolio
3,764
Q3 2025 Reduced 2.13%
$55.9B
$666,000 0.01% of portfolio
34,105
Q3 2025 Reduced 1.56%
$89.8B
$627,000 0.01% of portfolio
3,525
Q3 2025 Reduced 12.25%
$20.8B
$758,000 0.01% of portfolio
5,633
Q3 2025 Reduced 3.79%
$9.74B
$271,000 0.01% of portfolio
15,500
Q1 2025 Reduced 4.34%
$53.3B
$443,000 0.01% of portfolio
1,880
Q3 2025 New
$47.1B
$397,000 0.01% of portfolio
3,555
Q3 2025 Added 12.96%
$3.83B
$323,000 0.01% of portfolio
4,119
Q2 2025 New
$74.3B
$699,000 0.01% of portfolio
11,040
Q3 2025 Added 0.95%
$169B
$634,000 0.01% of portfolio
689
Q3 2025 Reduced 2.13%
$159B
$671,000 0.01% of portfolio
1,379
Q3 2025 Reduced 4.37%
$64.5B
$301,000 0.01% of portfolio
933
Q3 2025 Reduced 2.91%

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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