Q2 2026 13F · SEC CIK 1469475

Mesirow Financial Investment Management, Inc.

Institutional asset managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.4B
Reported positions: 529
Top holdings a year, 3 yrs: +17.4%
Assets under management: $50.4B

Mesirow Financial Investment Management, Inc. is an institutional asset manager that reported 529 positions worth $6.4B in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 7.7%), Apple Inc (AAPL, 4.6%), Vaneck ETF Trust (MOAT, 4.3%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Mesirow Financial Investment Management, Inc. holdings largest 50 of 529 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mesirow Financial Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	7.7%	7.6%	980,399	+0.4%	$490.6M
AAPLApple Inc	4.6%	4.0%	1,011,311	+3.8%	$292.6M
MOATVaneck ETF Trust	4.3%	4.2%	2,647,494	-1.0%	$275.2M
IJRIshares Core S&p Small Cap ETF	3.8%	3.2%	1,618,153	+3.2%	$240.0M
GOOGAlphabet Inc	3.1%	2.5%	559,493	+3.0%	$197.7M
IVVIshares Core S&p 500 ETF	2.9%	2.6%	246,977	+1.3%	$185.0M
ITOTIshares Total US Stock Market ETF	2.8%	2.4%	1,076,654	+2.1%	$176.9M
VOOVanguard S&p 500 ETF	2.4%	2.0%	219,307	+5.5%	$150.6M
GOOGLAlphabet Inc	2.1%	1.7%	367,716	-1.3%	$131.4M
MSFTMicrosoft Corp	1.8%	2.7%	314,298	-31.2%	$117.2M
JPMJpmorgan Chase & Co	1.6%	1.5%	314,532	+0.8%	$103.0M
SPYSpdr S&p 500 ETF Tr	1.5%	1.4%	131,037	+1.0%	$97.9M
AMZNAmazon Com Inc Com	1.5%	1.4%	410,159	+0.6%	$97.8M
IJHIshares Tr	1.5%	2.3%	1,239,853	-39.9%	$95.6M
CATCaterpillar Inc Com	1.5%	1.0%	89,291	-0.7%	$95.1M
VXUSVanguard Star Fds Vanguard Total Intl St	1.5%	1.2%	1,099,337	+13.0%	$94.0M
IWFIshares Russell 1000 Growth ETF	1.4%	1.2%	705,467	+299.1%	$87.6M
VYMVym	1.4%	1.3%	554,044	+0.3%	$87.6M
FPAGInvestment Managers Ser Tr I	1.4%	2.6%	2,143,769	-50.9%	$86.1M
SGOViShares 0-3 Month Treasury Bon	1.2%	1.1%	779,029	+12.8%	$78.4M
GLDSpdr Gold Shares	1.1%	1.4%	195,884	-3.4%	$72.2M
AKREProfesionally Managed Portfo	1.1%	0.7%	1,347,351	+69.0%	$71.7M
TCAFT Rowe Price ETF Inc Capital Appreciatio	1.0%	0.9%	1,577,702	+3.2%	$64.8M
IWRIshares Russell Midcap ETF	1.0%	1.8%	553,000	-50.9%	$61.0M
AVGOBroadcom Inc	0.9%	0.8%	150,683	-5.8%	$56.9M
RTXRtx Corporation Com	0.9%	0.9%	290,172	+0.4%	$55.1M
VUGVanguard Indx Fd	0.8%	0.7%	622,377	+532.6%	$53.6M
FEGERbb Fund Trust	0.8%	0.7%	1,064,859	+16.0%	$52.1M
IWDIshares Russell 1000 Value ETF	0.7%	0.7%	196,514	-5.2%	$47.6M
VEAVanguard Tax-Managed Fds	0.7%	0.7%	663,218	-0.1%	$47.3M
VIGVanguard Dividend Appreciation ETF	0.7%	0.7%	197,505	+0.3%	$46.7M
BACBank of Amer Corp	0.7%	0.6%	813,986	-1.0%	$46.4M
VTVVanguard Value ETF	0.7%	0.7%	211,587	+1.7%	$46.1M
TMOThermo Fisher Scientific Inc	0.7%	0.7%	91,809	+1.6%	$46.0M
IEFAIshares Core Msci Eafe ETF	0.7%	0.6%	453,492	+3.2%	$43.8M
FDXFedex Corp	0.7%	0.8%	132,943	+0.3%	$41.6M
COSTCostco Whsl Corp New	0.7%	0.7%	44,331	+2.4%	$41.5M
ABBVAbbvie Inc	0.6%	0.6%	158,995	+0.3%	$40.0M
MGCVanguard Mega Cap ETF Total	0.6%	—	145,226	—	$39.7M
AORIshares Tr	0.6%	0.6%	565,749	+0.5%	$39.3M
EFAiShs MSCI EAFE	0.6%	1.1%	366,884	-49.3%	$38.1M
LOWLowes Cos Inc	0.6%	0.6%	169,017	+0.8%	$37.3M
UNPUnion Pac Corp	0.6%	0.5%	134,567	+0.2%	$36.6M
GLWCorning Inc.	0.6%	—	141,385	—	$36.1M
CVXChevron Corp New	0.5%	0.7%	199,038	-0.7%	$33.0M
VTVanguard Total World Stock Index Fund Et	0.5%	—	209,158	—	$32.8M
LINLinde PLC	0.5%	—	61,768	—	$32.1M
VCSHVanguard Scottsdale Fds	0.5%	—	404,069	—	$31.9M
VVisa Inc Com Cl A	0.5%	—	89,042	—	$30.6M
TELTe Connectivity PLC	0.5%	0.5%	150,962	+0.3%	$30.4M

What Mesirow Financial Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.7% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +6.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.4B	529
Q1 2026	$6.2B	517
Q4 2025	$4.9B	485
Q3 2025	$5.6B	554
Q2 2025	$5.1B	536
Q1 2025	$5.2B	593
Q4 2024	$5.0B	596
Q3 2024	$5.2B	593
Q2 2024	$4.4B	508
Q1 2024	$4.4B	523
Q4 2023	$2.7B	565
Q3 2023	$23.0M	81

Questions about Mesirow Financial Investment Management, Inc.'s portfolio

What stocks does Mesirow Financial Investment Management, Inc. own?

Mesirow Financial Investment Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 529 positions worth $6.4B. The largest are Berkshire Hathaway Inc Del (BRK-B) at 7.7%, Apple Inc (AAPL) at 4.6%, Vaneck ETF Trust (MOAT) at 4.3%, Ishares Core S&p Small Cap ETF (IJR) at 3.8% and Alphabet Inc (GOOG) at 3.1%.

What did Mesirow Financial Investment Management, Inc. buy last quarter?

In Q2 2026, Mesirow Financial Investment Management, Inc. added Vanguard Indx Fd (VUG) (+532.6% shares), Ishares Russell 1000 Growth ETF (IWF) (+299.1% shares) and Profesionally Managed Portfo (AKRE) (+69.0% shares), compared with its Q1 2026 filing.

What did Mesirow Financial Investment Management, Inc. sell last quarter?

In Q2 2026, Mesirow Financial Investment Management, Inc. cut from its top 50 iShs Lehman 1-3Tsy (SHY), cut from its top 50 Nvidia Corporation Com (NVDA), cut from its top 50 Ishares S&p 500 Value ETF (IVE), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Ishares Russell Mid-Cap Growth ETF (IWP), Ishares Russell Midcap ETF (IWR) (-50.9% shares), Investment Managers Ser Tr I (FPAG) (-50.9% shares) and iShs MSCI EAFE (EFA) (-49.3% shares), compared with its Q1 2026 filing.

How has Mesirow Financial Investment Management, Inc.'s portfolio performed?

A portfolio copying Mesirow Financial Investment Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.7% against +20.1%. Over 5 years: +6.9% a year against +11.6%.

When is Mesirow Financial Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Mesirow Financial Investment Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mesirow Financial Investment Management, Inc. manage?

Mesirow Financial Investment Management, Inc. reported $50.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.4B.