Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2026)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Mesirow Financial Investment Management, Inc. has $6.18 billion in total holdings as of March 31, 2026.
Mesirow Financial Investment Management, Inc. owns shares of 517 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 25.26% of the portfolio was purchased this quarter.
About 1.41% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 485 new stocks and bought additional shares in 352 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 72 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $468,026,112
VanEck Morningstar Wide Moat ETF: $258,703,286
Apple: $247,371,847
iShares Core S&P Small-Cap ETF: $194,961,955
Microsoft: $169,082,590

Largest New Holdings this Quarter

464287887 - iShares S&P Small-Cap 600 Growth ETF: $3,870,426 Holding
20464U100 - Compass: $2,492,410 Holding
88339J105 - Trade Desk: $847,539 Holding
30254T478 - INVESTMENT MANAGERS SER TR I: $769,976 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $734,826 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 1,476,421 shares (about $99.70M)
INVESTMENT MANAGERS SER TR I: 2,733,666 shares (about $99.18M)
iShares Russell Mid-Cap ETF: 820,594 shares (about $79.79M)
Berkshire Hathaway: 164,260 shares (about $78.71M)
VanEck Morningstar Wide Moat ETF: 690,768 shares (about $66.80M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO: 1,215,269 shares (about $64.23M)
Apple: 24,819 shares (about $6.30M)
Fifth Third Bancorp: 53,272 shares (about $2.48M)
Innovative Solutions and Support: 62,975 shares (about $1.29M)
Ares Capital: 61,631 shares (about $1.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$468,026,112	$78,712,844 â–²	20.2%	976,689	7.6%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$258,703,286	$66,797,874 â–²	34.8%	2,675,294	4.2%	ETF
AAPL Apple	$247,371,847	$6,298,858 â–¼	-2.5%	974,704	4.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$194,961,955	$59,616,043 â–²	44.0%	1,568,315	3.2%	ETF
MSFT Microsoft	$169,082,590	$61,856,270 â–²	57.7%	456,761	2.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$159,238,978	$55,317,969 â–²	53.2%	243,758	2.6%	ETF
INVESTMENT MANAGERS SER TR I	$158,309,182	$99,177,326 â–²	167.7%	4,363,542	2.6%	FPA GBL EQTY ETF
GOOG Alphabet	$155,833,538	$5,596,158 â–²	3.7%	543,230	2.5%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$150,218,673	$44,891,124 â–²	42.6%	1,054,680	2.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$139,377,738	$99,702,859 â–²	251.3%	2,063,935	2.3%	ETF
VOO Vanguard S&P 500 ETF	$124,222,548	$38,965,054 â–²	45.7%	207,880	2.0%	ETF
IWR iShares Russell Mid-Cap ETF	$109,486,608	$79,786,346 â–²	268.6%	1,126,058	1.8%	ETF
GOOGL Alphabet	$107,161,700	$3,442,989 â–²	3.3%	372,655	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$91,768,046	$4,961,262 â–²	5.7%	311,969	1.5%	Finance
GLD SPDR Gold Shares	$87,279,169	$17,582,768 â–²	25.2%	202,840	1.4%	Finance
AMZN Amazon.com	$84,937,926	$13,189,226 â–²	18.4%	407,829	1.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$84,404,053	$9,367,534 â–²	12.5%	129,793	1.4%	Finance
VYM Vanguard High Dividend Yield ETF	$81,819,021	$23,132,818 â–²	39.4%	552,464	1.3%	Financial Services
IWF iShares Russell 1000 Growth ETF	$75,375,705	$19,256,719 â–²	34.3%	176,756	1.2%	ETF
VXUS Vanguard Total International Stock ETF	$74,999,976	$26,005,041 â–²	53.1%	972,639	1.2%	ETF
EFA iShares MSCI EAFE ETF	$70,337,322	$41,806,876 â–²	146.5%	724,150	1.1%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$69,545,454	$22,627,453 â–²	48.2%	690,898	1.1%	ETF
CAT Caterpillar	$63,719,214	$835,987 â–¼	-1.3%	89,940	1.0%	Industrials
RTX RTX	$55,726,643	$2,642,333 â–²	5.0%	288,890	0.9%	Aerospace
TCAF T. Rowe Price Capital Appreciation Equity ETF	$54,416,014	$22,196,263 â–²	68.9%	1,528,965	0.9%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$52,975,766	$38,268,771 â–²	260.2%	641,570	0.9%	Manufacturing
AVGO Broadcom	$49,525,053	$4,578,557 â–²	10.2%	160,012	0.8%	Computer and Technology
FDX FedEx	$47,201,054	$2,620,124 â–²	5.9%	132,517	0.8%	Transportation
TMO Thermo Fisher Scientific	$44,426,415	$2,931,024 â–²	7.1%	90,383	0.7%	Medical
IWD iShares Russell 1000 Value ETF	$44,292,735	$8,458,475 â–²	23.6%	207,297	0.7%	ETF
COST Costco Wholesale	$43,147,811	$23,918 â–²	0.1%	43,295	0.7%	Retail/Wholesale
RBB FUND TRUST	$43,145,101	$17,973,459 â–²	71.4%	917,976	0.7%	FIRST EAGLE GBL
VUG Vanguard Growth ETF	$42,988,275	$13,043,778 â–²	43.6%	98,383	0.7%	ETF
NVDA NVIDIA	$42,601,456	$25,653,692 â–²	151.4%	244,268	0.7%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$42,527,034	$13,697,574 â–²	47.5%	663,651	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$42,356,828	$14,876,095 â–²	54.1%	196,954	0.7%	ETF
PROFESIONALLY MANAGED PORTFO	$42,142,219	$64,226,965 â–¼	-60.4%	797,393	0.7%	AKRE FOCUS ETF
CVX Chevron	$41,478,333	$211,866 â–²	0.5%	200,475	0.7%	Energy
IVE iShares S&P 500 Value ETF	$41,032,700	$21,567,442 â–²	110.8%	194,332	0.7%	ETF
VTV Vanguard Value ETF	$40,824,368	$10,180,389 â–²	33.2%	208,072	0.7%	ETF
BAC Bank of America	$40,075,569	$2,869,923 â–²	7.7%	822,060	0.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$39,799,048	$12,823,900 â–²	47.5%	439,624	0.6%	ETF
LOW Lowe's Companies	$39,614,734	$609,134 â–²	1.6%	167,659	0.6%	Retail/Wholesale
QQQ Invesco QQQ	$37,350,458	$20,288,019 â–²	118.9%	64,706	0.6%	Finance
AOR iShares Core 60/40 Balanced Allocation ETF	$36,236,250	$5,132,905 â–²	16.5%	563,116	0.6%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$35,678,966	$24,221,151 â–²	211.4%	278,458	0.6%	ETF
ABBV AbbVie	$34,479,650	$1,744,905 â–²	5.3%	158,536	0.6%	Medical
ORCL Oracle	$34,180,890	$18,812,420 â–²	122.4%	232,362	0.6%	Computer and Technology
UNP Union Pacific	$32,598,885	$1,596,705 â–²	5.2%	134,360	0.5%	Transportation
TE CONNECTIVITY PLC	$31,466,218	$55,390 â–¼	-0.2%	150,543	0.5%	ORD SHS
MGC Vanguard Mega Cap ETF	$31,333,482	$5,870,197 â–²	23.1%	132,573	0.5%	ETF
LINDE PLC	$30,580,607	$1,034,127 â–²	3.5%	61,686	0.5%	SHS
VCSH Vanguard Short-Term Corporate Bond ETF	$29,844,751	$16,985,654 â–²	132.1%	376,495	0.5%	ETF
PEP PepsiCo	$29,616,454	$16,248,735 â–²	121.6%	190,712	0.5%	Consumer Staples
BRK.A Berkshire Hathaway	$29,443,740	$718,140 â–²	2.5%	41	0.5%	Finance
WALMART INC	$29,147,337	$3,778,057 â–²	14.9%	234,533	0.5%	COM
VT Vanguard Total World Stock ETF	$28,482,638	$2,062,612 â–²	7.8%	205,920	0.5%	ETF
JNJ Johnson & Johnson	$28,096,872	$3,143,956 â–²	12.6%	114,945	0.5%	Medical
VOE Vanguard Mid-Cap Value ETF	$27,270,363	$9,448,487 â–²	53.0%	147,982	0.4%	ETF
V Visa	$26,620,369	$2,884,944 â–²	12.2%	88,075	0.4%	Business Services
MA Mastercard	$24,892,480	$5,478,254 â–²	28.2%	49,819	0.4%	Business Services
VTI Vanguard Total Stock Market ETF	$24,669,212	$1,934,821 â–²	8.5%	76,896	0.4%	ETF
VO Vanguard Mid-Cap ETF	$24,234,388	$2,634,922 â–²	12.2%	84,386	0.4%	ETF
GAL SPDR SSgA Global Allocation ETF	$24,029,413	$5,376,984 â–²	28.8%	485,443	0.4%	ETF
IWM iShares Russell 2000 ETF	$23,609,692	$2,689,046 â–²	12.9%	95,201	0.4%	Finance
FITB Fifth Third Bancorp	$22,475,766	$2,475,017 â–¼	-9.9%	483,766	0.4%	Finance
BLACKROCK INC	$22,000,800	$452,038 â–²	2.1%	22,875	0.4%	COM
J Jacobs Solutions	$21,805,382	$471,828 â–²	2.2%	171,318	0.4%	Business Services
ACN Accenture	$21,762,184	$1,363,978 â–²	6.7%	109,754	0.4%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$21,400,425	$10,599,301 â–²	98.1%	882,856	0.3%	ETF
AXP American Express	$21,284,973	$572,269 â–²	2.8%	70,371	0.3%	Finance
SYK Stryker	$21,220,898	$1,885,740 â–²	9.8%	64,583	0.3%	Medical
DIS Walt Disney	$21,116,587	$1,522,909 â–²	7.8%	219,096	0.3%	Consumer Discretionary
UNH UnitedHealth Group	$19,637,616	$4,289,801 â–²	28.0%	72,571	0.3%	Medical
META Meta Platforms	$19,248,277	$6,991,935 â–²	57.0%	33,638	0.3%	Computer and Technology
GLW Corning	$19,229,509	$1,155,462 â–²	6.4%	141,426	0.3%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$18,747,983	$980,704 â–²	5.5%	330,129	0.3%	Finance
CRM Salesforce	$18,645,894	$1,465,575 â–²	8.5%	99,885	0.3%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$18,473,058	$7,529,957 â–²	68.8%	168,410	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$18,357,123	$533,205 â–²	3.0%	162,293	0.3%	ETF
PM Philip Morris International	$18,044,958	$8,980,152 â–²	99.1%	109,138	0.3%	Consumer Staples
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$17,923,204	$8,501,430 â–²	90.2%	739,406	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$17,635,122	$4,827,073 â–²	37.7%	252,832	0.3%	ETF
VOOV Vanguard S&P 500 Value ETF	$17,042,097	$10,002,802 â–²	142.1%	83,626	0.3%	ETF
ABT Abbott Laboratories	$16,764,756	$91,377 â–²	0.5%	163,286	0.3%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$16,595,226	$3,027,966 â–²	22.3%	26,910	0.3%	ETF
HD Home Depot	$16,469,184	$2,593,352 â–²	18.7%	50,074	0.3%	Retail/Wholesale
PG Procter & Gamble	$16,219,650	$7,827,581 â–²	93.3%	112,290	0.3%	Consumer Staples
EPD Enterprise Products Partners	$16,216,147	$149,544 â–²	0.9%	428,545	0.3%	Energy
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$16,155,434	$8,096,537 â–²	100.5%	637,798	0.3%	ETF
HLT Hilton Worldwide	$16,145,127	$283,098 â–²	1.8%	53,095	0.3%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$16,091,793	$2,873,508 â–²	21.7%	110,265	0.3%	ETF
COP ConocoPhillips	$15,473,688	$1,564,595 â–²	11.2%	117,225	0.3%	Energy
NKE NIKE	$15,406,190	$9,592,647 â–²	165.0%	291,670	0.2%	Consumer Discretionary
CAPITAL GROUP CORE BALANCED	$15,117,825	$6,400,315 â–²	73.4%	439,352	0.2%	SHS
KO CocaCola	$14,978,178	$75,365 â–²	0.5%	196,953	0.2%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$14,799,381	$5,470,015 â–²	58.6%	482,380	0.2%	ETF
XOM ExxonMobil	$14,555,847	$1,596,486 â–²	12.3%	85,795	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$14,221,020	$12,386,681 â–²	675.3%	74,100	0.2%	ETF
IAU iShares Gold Trust	$14,043,261	$1,941,634 â–²	16.0%	159,293	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2026)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Mesirow Financial Investment Management, Inc. Top Holdings and 13F Report (2026)

About Mesirow Financial Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMesirow Financial Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools