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 $6.47 billion in total holdings as of September 30, 2026.
Mesirow Financial Investment Management, Inc. owns shares of 552 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 2.95% of the portfolio was purchased this quarter.
About 1.91% of the portfolio was sold this quarter.
This quarter, Mesirow Financial Investment Management, Inc. has purchased 529 new stocks and bought additional shares in 272 stocks.
Mesirow Financial Investment Management, Inc. sold shares of 164 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $491,355,916
Apple: $336,329,170
VanEck Morningstar Wide Moat ETF: $279,032,339
iShares Core S&P Small-Cap ETF: $225,972,556
iShares Core S&P 500 ETF: $190,294,740

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $13,404,309 Holding
46138J643 - Invesco BulletShares 2028 Corporate Bond ETF: $5,250,512 Holding
46138J577 - Invesco BulletShares 2029 Corporate Bond ETF: $5,046,642 Holding
30609A109 - ONEOK INC NEW: $3,339,324 Holding
25239Y220 - DFA INVT DIMENSIONS GROUP IN: $2,804,517 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 241,092 shares (about $17.35M)
EXXONMOBIL HOLDINGS CORP: 82,356 shares (about $13.40M)
RBB FUND TRUST: 251,056 shares (about $12.60M)
ISHARES TR: 124,786 shares (about $12.56M)
INVESTMENT MANAGERS SER TR: 474,123 shares (about $11.73M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO: 713,302 shares (about $37.57M)
Caterpillar: 8,970 shares (about $7.27M)
iShares iBonds Dec 2028 Term Corporate ETF: 188,913 shares (about $4.72M)
Alphabet: 12,043 shares (about $4.10M)
iShares iBonds Dec 2029 Term Corporate ETF: 153,264 shares (about $3.48M)

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	$491,355,916	$3,167,452 ▲	0.6%	986,760	7.6%	Finance
AAPL Apple	$336,329,170	$461,571 ▼	-0.1%	1,009,925	5.2%	Technology
MOAT VanEck Morningstar Wide Moat ETF	$279,032,339	$836,066 ▼	-0.3%	2,639,585	4.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$225,972,556	$5,834,203 ▲	2.7%	1,661,038	3.5%	ETF
IVV iShares Core S&P 500 ETF	$190,294,740	$1,110,698 ▲	0.6%	248,427	2.9%	ETF
GOOG Alphabet	$186,538,407	$4,103,538 ▼	-2.2%	547,450	2.9%	Communication Services
ITOT iShares Core S&P Total U.S. Stock Market ETF	$181,565,142	$2,536,800 ▲	1.4%	1,091,910	2.8%	ETF
MSFT Microsoft	$161,299,555	$85,147 ▲	0.1%	314,464	2.5%	Technology
VOO Vanguard S&P 500 ETF	$155,046,655	$1,328,953 ▲	0.9%	221,203	2.4%	ETF
GOOGL Alphabet	$124,695,321	$1,829,489 ▼	-1.4%	362,399	1.9%	Communication Services
IJH iShares Core S&P Mid-Cap ETF	$106,554,616	$17,346,671 ▲	19.4%	1,480,945	1.6%	ETF
AMZN Amazon.com	$104,454,974	$2,264,266 ▲	2.2%	419,247	1.6%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$104,186,066	$127,372 ▲	0.1%	314,917	1.6%	Finance
VXUS Vanguard Total International Stock ETF	$98,884,321	$5,484,435 ▲	5.9%	1,163,890	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$97,664,476	$2,267,276 ▼	-2.3%	128,064	1.5%	ETF
ISHARES TR	$90,995,987	$12,563,440 ▲	16.0%	903,815	1.4%	0-3 MTH TREASURY
INVESTMENT MANAGERS SER TR I	$90,124,325	$2,487,216 ▲	2.8%	2,204,611	1.4%	FPA GBL EQTY ETF
IWF iShares Russell 1000 Growth ETF	$89,131,372	$763,221 ▲	0.9%	711,560	1.4%	ETF
VYM Vanguard High Dividend Yield ETF	$85,439,974	$547,545 ▼	-0.6%	550,516	1.3%	ETF
GLD SPDR Gold Shares	$75,682,430	$1,082,717 ▲	1.5%	198,727	1.2%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$69,518,078	$2,828,542 ▲	4.2%	1,644,618	1.1%	ETF
RBB FUND TRUST	$66,046,024	$12,600,548 ▲	23.6%	1,315,915	1.0%	FIRST EAGLE GBL
CAT Caterpillar	$65,126,305	$7,273,104 ▼	-10.0%	80,321	1.0%	Industrials
TMO Thermo Fisher Scientific	$62,853,792	$877,573 ▲	1.4%	93,109	1.0%	Healthcare
VUG Vanguard Growth ETF	$56,977,538	$893,645 ▲	1.6%	632,294	0.9%	ETF
IWR iShares Russell Mid-Cap ETF	$56,753,355	$2,257,124 ▼	-3.8%	531,848	0.9%	ETF
RTX RTX	$54,068,129	$197,717 ▲	0.4%	291,237	0.8%	Industrials
AVGO Broadcom	$53,089,649	$170,330 ▲	0.3%	151,168	0.8%	Technology
IWD iShares Russell 1000 Value ETF	$48,748,412	$28,015 ▲	0.1%	196,627	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$46,942,190	$3,007,655 ▲	6.8%	484,537	0.7%	ETF
VTV Vanguard Value ETF	$46,815,768	$1,093,850 ▲	2.4%	216,649	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$46,387,740	$441,234 ▼	-0.9%	656,969	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$45,741,979	$338,302 ▼	-0.7%	196,055	0.7%	ETF
BAC Bank of America	$43,812,385	$492,753 ▼	-1.1%	804,933	0.7%	Finance
ABBV AbbVie	$42,097,374	$506,948 ▲	1.2%	160,933	0.7%	Healthcare
MGC Vanguard Mega Cap ETF	$41,972,258	$973,959 ▲	2.4%	148,676	0.6%	ETF
CVX Chevron	$40,393,730	$251,585 ▼	-0.6%	197,806	0.6%	Energy
COST Costco Wholesale	$38,695,720	$1,669,952 ▼	-4.1%	42,497	0.6%	Consumer Staples
AOR iShares Core 60/40 Balanced Allocation ETF	$38,200,190	$565,017 ▼	-1.5%	557,503	0.6%	ETF
EFA iShares MSCI EAFE ETF	$38,115,712	$623 ▲	0.0%	366,890	0.6%	ETF
FDX FedEx	$38,113,664	$213,246 ▲	0.6%	133,691	0.6%	Industrials
UNP Union Pacific	$36,619,691	$272 ▲	0.0%	134,568	0.6%	Industrials
PROFESIONALLY MANAGED PORTFO	$33,395,326	$37,569,577 ▼	-52.9%	634,049	0.5%	AKRE FOCUS ETF
VT Vanguard Total World Stock ETF	$32,472,665	$542,363 ▼	-1.6%	205,722	0.5%	ETF
V Visa	$32,329,069	$332,037 ▲	1.0%	89,966	0.5%	Finance
TE CONNECTIVITY PLC	$31,930,554	$65,646 ▲	0.2%	151,273	0.5%	ORD SHS
VCSH Vanguard Short-Term Corporate Bond ETF	$31,629,290	$415,368 ▲	1.3%	409,446	0.5%	ETF
LOW Lowe's Companies	$31,551,505	$403,410 ▲	1.3%	171,206	0.5%	Consumer Discretionary
JNJ Johnson & Johnson	$30,895,382	$278,504 ▲	0.9%	116,702	0.5%	Healthcare
NVDA NVIDIA	$30,607,934	$444,232 ▲	1.5%	134,012	0.5%	Technology
VTI Vanguard Total Stock Market ETF	$30,511,947	$913,513 ▲	3.1%	81,531	0.5%	ETF
VOE Vanguard Mid-Cap Value ETF	$30,028,051	$750,222 ▲	2.6%	153,578	0.5%	ETF
LINDE PLC	$29,423,510	$105,845 ▲	0.4%	61,991	0.5%	SHS
SYK Stryker	$28,791,248	$10,672,207 ▲	58.9%	104,547	0.4%	Healthcare
VO Vanguard Mid-Cap ETF	$28,171,231	$416,718 ▲	1.5%	359,240	0.4%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$28,149,802	$898,382 ▲	3.3%	346,678	0.4%	ETF
UNH UnitedHealth Group	$27,909,706	$1,294,002 ▲	4.9%	76,029	0.4%	Healthcare
MA Mastercard	$26,292,801	$553,707 ▼	-2.1%	47,675	0.4%	Finance
IWM iShares Russell 2000 ETF	$26,019,101	$419,887 ▼	-1.6%	93,632	0.4%	ETF
GAL SPDR SSgA Global Allocation ETF	$25,123,046	$591,550 ▼	-2.3%	479,230	0.4%	ETF
BLACKROCK INC	$24,961,054	$211,660 ▲	0.9%	23,586	0.4%	COM
WALMART INC	$24,803,148	$349,592 ▲	1.4%	238,672	0.4%	COM
QQQ Invesco QQQ	$24,630,835	$1,219,297 ▼	-4.7%	33,291	0.4%	ETF
META Meta Platforms	$24,444,069	$228,456 ▼	-0.9%	33,704	0.4%	Communication Services
IVW iShares S&P 500 Growth ETF	$24,065,553	$252,228 ▲	1.1%	169,165	0.4%	ETF
J Jacobs Solutions	$23,460,175	$149,609 ▲	0.6%	173,432	0.4%	Industrials
DIS Walt Disney	$23,444,876	$32,624 ▲	0.1%	223,500	0.4%	Communication Services
CRM Salesforce	$22,938,092	$241,514 ▼	-1.0%	99,915	0.4%	Technology
VONG Vanguard Russell 1000 Growth ETF	$22,688,131	$198,940 ▲	0.9%	175,972	0.4%	ETF
IVE iShares S&P 500 Value ETF	$22,585,600	$238,096 ▲	1.1%	98,938	0.3%	ETF
BRK.A Berkshire Hathaway	$22,410,150	$747,005 ▼	-3.2%	30	0.3%	Finance
EEM iShares MSCI Emerging Markets ETF	$22,380,355	$76,007 ▲	0.3%	335,086	0.3%	ETF
GLW Corning	$21,474,257	$265,393 ▼	-1.2%	139,659	0.3%	Technology
AXP American Express	$21,312,640	$21,894 ▲	0.1%	70,087	0.3%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$21,001,594	$142,119 ▼	-0.7%	866,403	0.3%	ETF
INVESTMENT MANAGERS SER TR	$20,557,895	$11,734,177 ▲	133.0%	830,648	0.3%	FPA GLOBAL ALLOC
IEMG iShares Core MSCI Emerging Markets ETF	$20,343,758	$422,107 ▼	-2.0%	250,666	0.3%	ETF
ACN Accenture	$20,312,489	$391,492 ▲	2.0%	110,774	0.3%	Technology
FITB Fifth Third Bancorp	$20,270,770	$3,157,604 ▼	-13.5%	400,767	0.3%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$20,017,602	$230,499 ▲	1.2%	145,378	0.3%	ETF
CAPITAL GROUP CORE BALANCED	$19,762,889	$1,315,784 ▲	7.1%	537,771	0.3%	SHS
VOOV Vanguard S&P 500 Value ETF	$18,666,431	$139,254 ▼	-0.7%	84,717	0.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$18,112,350	$213,028 ▲	1.2%	750,926	0.3%	ETF
LLY Eli Lilly and Company	$17,919,105	$461,660 ▲	2.6%	15,487	0.3%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$17,287,484	$520,122 ▼	-2.9%	26,324	0.3%	ETF
HLT Hilton Worldwide	$16,992,698	$37,856 ▲	0.2%	53,416	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$16,629,332	$57,224 ▲	0.3%	168,258	0.3%	Healthcare
DIVO Amplify CWP Enhanced Dividend Income ETF	$16,528,946	$1,042,895 ▲	6.7%	355,543	0.3%	ETF
ORCL Oracle	$16,255,104	$78,397 ▲	0.5%	118,393	0.3%	Technology
KO Coca-Cola	$16,206,299	$67,916 ▼	-0.4%	188,274	0.3%	Consumer Staples
SDY SPDR S&P Dividend ETF	$15,998,649	$109,273 ▼	-0.7%	109,222	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$15,604,937	$51,885 ▲	0.3%	479,710	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$15,447,402	$31,711 ▼	-0.2%	78,916	0.2%	ETF
EPD Enterprise Products Partners	$15,311,025	$5,377 ▲	0.0%	429,964	0.2%	Energy
PEP PepsiCo	$15,022,246	$1,337,538 ▼	-8.2%	118,546	0.2%	Consumer Staples
COP ConocoPhillips	$14,917,210	$23,028 ▲	0.2%	119,194	0.2%	Energy
VUSB Vanguard Ultra-Short Bond ETF	$14,693,842	$1,200,595 ▲	8.9%	296,546	0.2%	ETF
HD Home Depot	$14,216,251	$196,891 ▲	1.4%	49,965	0.2%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$14,077,488	$74,790 ▲	0.5%	237,354	0.2%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$13,813,658	$4,669 ▲	0.0%	142,018	0.2%	ETF

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

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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