Mesirow Financial Investment Management, Inc.

CIK 0001469475 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Mesirow Financial Investment Management, Inc. reported 529 positions worth $6.37B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: BRK-B (7.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.37B
2026 Q2
Positions
529
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.5%
Est. Net Flow (Q)
2026 Q2
10 / 529 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$490.6M7.71%980,399
2AAPLAPPLE INCSH$292.6M4.60%1,011,311
3MOATVANECK ETF TRUSTSH$275.2M4.32%2,647,494
4IJRISHARES TRSH$240.0M3.77%1,618,153
5GOOGALPHABET INCSH$197.7M3.11%559,493
6IVVISHARES TRSH$185.0M2.91%246,977
7ITOTISHARES TRSH$176.9M2.78%1,076,654
8VOOVANGUARD INDEX FDSSH$150.6M2.37%219,307
9GOOGLALPHABET INCSH$131.4M2.06%367,716
10MSFTMICROSOFT CORPSH$117.2M1.84%314,298

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mesirow Financial Investment Management, Inc. hold as of Q2 2026?

Mesirow Financial Investment Management, Inc. reported 529 positions worth $6.37B in its Q2 2026 13F filing. Largest positions: BRK-B (7.7%), AAPL (4.6%), MOAT (4.3%), IJR (3.8%) and GOOG (3.1%).

What did Mesirow Financial Investment Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mesirow Financial Investment Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.