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 $6.37 billion in total holdings as of June 30, 2026.
Mesirow Financial Investment Management, Inc. owns shares of 529 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 5.25% of the portfolio was purchased this quarter.
About 9.30% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 517 new stocks and bought additional shares in 251 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 185 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $490,579,109
Apple: $292,633,057
VanEck Morningstar Wide Moat ETF: $275,235,680
iShares Core S&P Small-Cap ETF: $239,991,864
Alphabet: $197,690,951

Largest New Holdings this Quarter

314352105 - FEDEX FGHT HLDG CO INC: $9,942,444 Holding
46143U450 - INVESTMENT MANAGERS SER TR: $8,859,254 Holding
438516205 - HONEYWELL INTL INC: $5,193,808 Holding
43849R105 - HONEYWELL AEROSPACE INC: $5,128,392 Holding
922040845 - VANGUARD INSTL INDEX FD: $1,354,294 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 528,711 shares (about $65.65M)
Vanguard Growth ETF: 523,994 shares (about $45.14M)
PROFESIONALLY MANAGED PORTFO: 549,958 shares (about $29.25M)
Vanguard Mid-Cap ETF: 269,540 shares (about $21.72M)
Vanguard Total International Stock ETF: 126,698 shares (about $10.83M)

Largest Sales this Quarter

INVESTMENT MANAGERS SER TR I: 2,219,773 shares (about $89.11M)
iShares Core S&P Mid-Cap ETF: 824,082 shares (about $63.55M)
iShares Russell Mid-Cap ETF: 573,058 shares (about $63.22M)
Microsoft: 142,463 shares (about $53.14M)
iShares MSCI EAFE ETF: 357,266 shares (about $37.11M)

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	$490,579,109	$1,856,437 â–²	0.4%	980,399	7.7%	Finance
AAPL Apple	$292,633,057	$10,592,605 â–²	3.8%	1,011,311	4.6%	Technology
MOAT VanEck Morningstar Wide Moat ETF	$275,235,680	$2,890,111 â–¼	-1.0%	2,647,494	4.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$239,991,864	$7,391,584 â–²	3.2%	1,618,153	3.8%	ETF
GOOG Alphabet	$197,690,951	$5,746,360 â–²	3.0%	559,493	3.1%	Communication Services
IVV iShares Core S&P 500 ETF	$184,994,351	$2,411,143 â–²	1.3%	246,977	2.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$176,863,746	$3,609,706 â–²	2.1%	1,076,654	2.8%	ETF
VOO Vanguard S&P 500 ETF	$150,647,127	$7,849,475 â–²	5.5%	219,307	2.4%	ETF
GOOGL Alphabet	$131,410,262	$1,765,045 â–¼	-1.3%	367,716	2.1%	Communication Services
MSFT Microsoft	$117,243,021	$53,143,171 â–¼	-31.2%	314,298	1.8%	Technology
JPM JPMorgan Chase & Co.	$102,954,345	$838,935 â–²	0.8%	314,532	1.6%	Finance
SPY SPDR S&P 500 ETF Trust	$97,856,658	$929,002 â–²	1.0%	131,037	1.5%	ETF
AMZN Amazon.com	$97,756,660	$555,329 â–²	0.6%	410,159	1.5%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$95,606,374	$63,545,833 â–¼	-39.9%	1,239,853	1.5%	ETF
CAT Caterpillar	$95,087,281	$691,130 â–¼	-0.7%	89,291	1.5%	Industrials
VXUS Vanguard Total International Stock ETF	$93,983,067	$10,831,498 â–²	13.0%	1,099,337	1.5%	ETF
IWF iShares Russell 1000 Growth ETF	$87,599,938	$65,651,619 â–²	299.1%	705,467	1.4%	ETF
VYM Vanguard High Dividend Yield ETF	$87,553,152	$249,680 â–²	0.3%	554,044	1.4%	ETF
INVESTMENT MANAGERS SER TR I	$86,059,347	$89,110,447 â–¼	-50.9%	2,143,769	1.4%	FPA GBL EQTY ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$78,425,145	$8,872,181 â–²	12.8%	779,029	1.2%	ETF
GLD SPDR Gold Shares	$72,159,011	$2,562,425 â–¼	-3.4%	195,884	1.1%	ETF
PROFESIONALLY MANAGED PORTFO	$71,665,557	$29,252,249 â–²	69.0%	1,347,351	1.1%	AKRE FOCUS ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$64,843,682	$2,003,095 â–²	3.2%	1,577,702	1.0%	ETF
IWR iShares Russell Mid-Cap ETF	$61,006,852	$63,219,647 â–¼	-50.9%	553,000	1.0%	ETF
AVGO Broadcom	$56,922,953	$3,524,181 â–¼	-5.8%	150,683	0.9%	Technology
RTX RTX	$55,055,101	$243,237 â–²	0.4%	290,172	0.9%	Industrials
VUG Vanguard Growth ETF	$53,613,263	$45,138,281 â–²	532.6%	622,377	0.8%	ETF
RBB FUND TRUST	$52,093,146	$7,185,550 â–²	16.0%	1,064,859	0.8%	FIRST EAGLE GBL
IWD iShares Russell 1000 Value ETF	$47,640,614	$2,614,108 â–¼	-5.2%	196,514	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$47,254,356	$30,851 â–¼	-0.1%	663,218	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$46,733,423	$130,377 â–²	0.3%	197,505	0.7%	ETF
BAC Bank of America	$46,381,084	$460,058 â–¼	-1.0%	813,986	0.7%	Finance
VTV Vanguard Value ETF	$46,110,877	$766,019 â–²	1.7%	211,587	0.7%	ETF
TMO Thermo Fisher Scientific	$46,029,920	$714,948 â–²	1.6%	91,809	0.7%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$43,798,634	$1,339,383 â–²	3.2%	453,492	0.7%	ETF
FDX FedEx	$41,629,407	$133,396 â–²	0.3%	132,943	0.7%	Industrials
COST Costco Wholesale	$41,477,104	$969,305 â–²	2.4%	44,331	0.7%	Consumer Staples
ABBV AbbVie	$40,011,877	$115,510 â–²	0.3%	158,995	0.6%	Healthcare
MGC Vanguard Mega Cap ETF	$39,738,418	$3,462,260 â–²	9.5%	145,226	0.6%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$39,319,277	$182,992 â–²	0.5%	565,749	0.6%	ETF
EFA iShares MSCI EAFE ETF	$38,111,473	$37,112,367 â–¼	-49.3%	366,884	0.6%	ETF
LOW Lowe's Companies	$37,266,612	$299,426 â–²	0.8%	169,017	0.6%	Consumer Discretionary
UNP Union Pacific	$36,602,311	$56,304 â–²	0.2%	134,567	0.6%	Industrials
GLW Corning	$36,113,947	$10,473 â–¼	0.0%	141,385	0.6%	Technology
CVX Chevron	$32,992,353	$238,196 â–¼	-0.7%	199,038	0.5%	Energy
VT Vanguard Total World Stock ETF	$32,827,733	$508,210 â–²	1.6%	209,158	0.5%	ETF
LINDE PLC	$32,053,680	$42,553 â–²	0.1%	61,768	0.5%	SHS
VCSH Vanguard Short-Term Corporate Bond ETF	$31,933,819	$2,179,190 â–²	7.3%	404,069	0.5%	ETF
V Visa	$30,550,815	$331,783 â–²	1.1%	89,042	0.5%	Finance
TE CONNECTIVITY PLC	$30,435,695	$84,475 â–²	0.3%	150,962	0.5%	ORD SHS
UNH UnitedHealth Group	$30,135,373	$27,848 â–¼	-0.1%	72,504	0.5%	Healthcare
VOE Vanguard Mid-Cap Value ETF	$29,587,028	$347,557 â–²	1.2%	149,741	0.5%	ETF
JNJ Johnson & Johnson	$29,369,460	$179,036 â–²	0.6%	115,650	0.5%	Healthcare
VTI Vanguard Total Stock Market ETF	$29,268,563	$811,926 â–²	2.9%	79,090	0.5%	ETF
IWM iShares Russell 2000 ETF	$28,585,834	$17,426 â–¼	-0.1%	95,143	0.4%	ETF
VO Vanguard Mid-Cap ETF	$28,515,859	$21,716,869 â–²	319.4%	353,926	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$27,557,803	$25,122,537 â–¼	-47.7%	335,614	0.4%	ETF
WALMART INC	$26,650,737	$87,776 â–²	0.3%	235,308	0.4%	COM
NVDA NVIDIA	$26,427,277	$22,451,990 â–¼	-45.9%	132,067	0.4%	Technology
FITB Fifth Third Bancorp	$26,110,272	$1,159,586 â–¼	-4.3%	463,195	0.4%	Finance
GAL SPDR SSgA Global Allocation ETF	$25,918,677	$267,951 â–²	1.0%	490,514	0.4%	ETF
QQQ Invesco QQQ	$25,731,385	$21,922,383 â–¼	-46.0%	34,939	0.4%	ETF
MA Mastercard	$25,000,945	$585,490 â–¼	-2.3%	48,679	0.4%	Finance
AXP American Express	$23,683,323	$120,421 â–¼	-0.5%	70,015	0.4%	Finance
BRK.A Berkshire Hathaway	$23,214,350	$7,488,500 â–¼	-24.4%	31	0.4%	Finance
IVW iShares S&P 500 Growth ETF	$23,021,587	$701,271 â–²	3.1%	167,392	0.4%	ETF
EEM iShares MSCI Emerging Markets ETF	$22,845,344	$261,257 â–²	1.2%	333,948	0.4%	ETF
BLACKROCK INC	$22,487,955	$491,377 â–²	2.2%	23,386	0.4%	COM
VONG Vanguard Russell 1000 Growth ETF	$22,293,718	$769,287 â–²	3.6%	174,429	0.4%	ETF
IVE iShares S&P 500 Value ETF	$22,227,792	$21,896,742 â–¼	-49.6%	97,895	0.3%	ETF
J Jacobs Solutions	$21,713,103	$127,008 â–²	0.6%	172,326	0.3%	Industrials
DIS Walt Disney	$21,482,228	$393,957 â–²	1.9%	223,189	0.3%	Communication Services
IEMG iShares Core MSCI Emerging Markets ETF	$21,195,693	$251,415 â–²	1.2%	255,867	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$21,134,982	$256,595 â–¼	-1.2%	872,266	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$21,043,100	$19,732,519 â–¼	-48.4%	143,704	0.3%	ETF
SYK Stryker	$20,713,989	$381,260 â–²	1.9%	65,794	0.3%	Healthcare
META Meta Platforms	$19,165,788	$214,650 â–²	1.1%	34,019	0.3%	Communication Services
MDY SPDR S&P MidCap 400 ETF Trust	$19,070,037	$144,875 â–²	0.8%	27,116	0.3%	ETF
CAPITAL GROUP CORE BALANCED	$19,055,031	$2,376,911 â–²	14.3%	501,967	0.3%	SHS
VOOV Vanguard S&P 500 Value ETF	$18,709,488	$377,702 â–²	2.1%	85,349	0.3%	ETF
LLY Eli Lilly and Company	$18,096,812	$357,426 â–²	2.0%	15,088	0.3%	Healthcare
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$17,973,526	$65,103 â–²	0.4%	742,094	0.3%	ETF
HLT Hilton Worldwide	$17,612,527	$66,753 â–²	0.4%	53,297	0.3%	Consumer Discretionary
PEP PepsiCo	$17,480,942	$8,342,448 â–¼	-32.3%	129,101	0.3%	Consumer Staples
HD Home Depot	$17,376,688	$282,482 â–¼	-1.6%	49,273	0.3%	Consumer Discretionary
ORCL Oracle	$17,265,990	$16,785,036 â–¼	-49.3%	117,822	0.3%	Technology
SDY SPDR S&P Dividend ETF	$16,734,761	$45,197 â–¼	-0.3%	109,968	0.3%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$16,502,699	$398,269 â–²	2.5%	653,571	0.3%	ETF
CRM Salesforce	$15,817,618	$169,507 â–²	1.1%	100,967	0.2%	Technology
EPD Enterprise Products Partners	$15,799,905	$46,612 â–²	0.3%	429,813	0.2%	Energy
KO CocaCola	$15,364,932	$641,211 â–¼	-4.0%	189,063	0.2%	Consumer Staples
DIVO Amplify CWP Enhanced Dividend Income ETF	$15,223,062	$1,691,121 â–²	12.5%	333,110	0.2%	ETF
ABT Abbott Laboratories	$15,215,523	$398,629 â–²	2.7%	167,679	0.2%	Healthcare
SCHD Schwab US Dividend Equity ETF	$15,160,899	$135,242 â–¼	-0.9%	478,115	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$15,065,516	$14,479 â–¼	-0.1%	79,078	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$14,092,460	$106,547 â–²	0.8%	236,093	0.2%	ETF
ALL Allstate	$13,943,262	$19,750 â–²	0.1%	58,598	0.2%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$13,874,255	$3,351,299 â–²	31.8%	599,061	0.2%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$13,856,352	$1,007,238 â–¼	-6.8%	141,970	0.2%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$13,555,551	$598,341 â–²	4.6%	272,316	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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