Mesirow Financial Investment Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Mesirow Financial Investment Management, Inc. reported 529 stock positions worth $6.4 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.7% of the portfolio, followed by Apple (AAPL, 4.6%) and Vaneck Morningstar Wide Moat (MOAT, 4.3%). Compared with Q1 2026, it opened 34 new positions, sold out of 24, added to 250 and reduced 190. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +3%) and the biggest sale Fpa Global Equity ETF New (FPAG, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001469475
- Portfolio Value
- $6.4B (Q2 2026)
- SEC Filing
- 0001469475-26-000004 ↗ filed Jul 22, 2026
Holdings Value
Holdings 529 stocks · $6.4B
| BRK.B Berkshire Hathaway Inc. Class B | 7.71% | 980,399 | $490.6M | Add +0.4% |
| AAPL Apple Inc. | 4.60% | 1,011,311 | $292.6M | Add +3.8% |
| MOAT Vaneck Morningstar Wide Moat | 4.32% | 2,647,494 | $275.2M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 3.77% | 1,618,153 | $240.0M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 3.11% | 559,493 | $197.7M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 2.91% | 246,977 | $185.0M | Add +1.3% |
| ITOT iShares Core S&P Total U.S. | 2.78% | 1,076,654 | $176.9M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 2.37% | 219,307 | $150.6M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 2.06% | 367,716 | $131.4M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.84% | 314,298 | $117.2M | Reduce -31.2% |
| JPM JPMorgan Chase & Co. | 1.62% | 314,532 | $103.0M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.54% | 131,037 | $97.9M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.54% | 410,159 | $97.8M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 1.50% | 1,239,853 | $95.6M | Reduce -39.9% |
| CAT Caterpillar Inc. | 1.49% | 89,291 | $95.1M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 1.48% | 1,099,337 | $94.0M | Add +13.0% |
| IWF iShares Russell 1000 Growth | 1.38% | 705,467 | $87.6M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 1.38% | 554,044 | $87.6M | Add +0.3% |
| FPAG Fpa Global Equity ETF New | 1.35% | 2,143,769 | $86.1M | Reduce -50.9% |
| SGOV iShares 0-3 Month Treasury B | 1.23% | 779,029 | $78.4M | Add +12.8% |
| GLD SPDR Gold Shares | 1.13% | 195,884 | $72.2M | Reduce -3.4% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 1.13% | 1,347,351 | $71.7M | Add +69.0% |
| TCAF T Rowe PRC Cap Appreciation | 1.02% | 1,577,702 | $64.8M | Add +3.2% |
| IWR iShares Russell Mid-Cap ETF | 0.96% | 553,000 | $61.0M | Reduce -50.9% |
| AVGO Broadcom Inc. | 0.89% | 150,683 | $56.9M | Reduce -5.8% |
| RTX RTX Corp. | 0.86% | 290,172 | $55.1M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 622,377 | $53.6M | Add +5.4% |
| FEGE First Eagle GL Equity ETF | 0.82% | 1,064,859 | $52.1M | Add +16.0% |
| IWD iShares Russell 1000 Value E | 0.75% | 196,514 | $47.6M | Reduce -5.2% |
| VEA Vanguard Ftse Developed ETF | 0.74% | 663,218 | $47.3M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 197,505 | $46.7M | Add +0.3% |
| BAC Bank of America Corp. | 0.73% | 813,986 | $46.4M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.72% | 211,587 | $46.1M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 91,809 | $46.0M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 453,492 | $43.8M | Add +3.1% |
| FDX FedEx Corp. | 0.65% | 132,943 | $41.6M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.65% | 44,331 | $41.5M | Add +2.4% |
| ABBV Abbvie Inc. | 0.63% | 158,995 | $40.0M | Add +0.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.62% | 145,226 | $39.7M | Add +9.5% |
| AOR iShares Core 60/40 Balanced | 0.62% | 565,749 | $39.3M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.60% | 366,884 | $38.1M | Reduce -49.3% |
| LOW Lowe's Cos Inc. | 0.59% | 169,017 | $37.3M | Add +0.8% |
| UNP Union Pacific Corp. | 0.57% | 134,567 | $36.6M | Add +0.1% |
| GLW Corning Inc. | 0.57% | 141,385 | $36.1M | Reduce -0.0% |
| CVX Chevron Corp. | 0.52% | 199,038 | $33.0M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.52% | 209,158 | $32.8M | Add +1.6% |
| LIN Linde PLC | 0.50% | 61,768 | $32.1M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.50% | 404,069 | $31.9M | Add +7.3% |
| V Visa Inc. Class A | 0.48% | 89,042 | $30.6M | Add +1.1% |
| TEL Te Connectivity PLC | 0.48% | 150,962 | $30.4M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.47% | 72,504 | $30.1M | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.46% | 149,741 | $29.6M | Add +1.2% |
| JNJ Johnson & Johnson | 0.46% | 115,650 | $29.4M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 79,090 | $29.3M | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.45% | 95,143 | $28.6M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 353,926 | $28.5M | Add +4.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 335,614 | $27.6M | Reduce -47.7% |
| WMT Walmart Inc. | 0.42% | 235,308 | $26.7M | Add +0.3% |
| NVDA Nvidia Corp. | 0.42% | 132,067 | $26.4M | Reduce -45.9% |
| FITB Fifth Third Bancorp | 0.41% | 463,195 | $26.1M | Reduce -4.3% |
| GAL SS Global Allocation ETF | 0.41% | 490,514 | $25.9M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 34,939 | $25.7M | Reduce -46.0% |
| MA Mastercard Inc. Class A | 0.39% | 48,679 | $25.0M | Reduce -2.3% |
| AXP American Express Co. | 0.37% | 70,015 | $23.7M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 31 | $23.2M | Reduce -24.4% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 167,392 | $23.0M | Add +3.1% |
| EEM iShares MSCI Emerging Market | 0.36% | 333,948 | $22.8M | Add +1.2% |
| BLK BlackRock Inc. | 0.35% | 23,386 | $22.5M | Add +2.2% |
| VONG Vanguard Russell 1000 Growth | 0.35% | 174,429 | $22.3M | Add +3.6% |
| IVE iShares S&P 500 Value ETF | 0.35% | 97,895 | $22.2M | Reduce -49.6% |
| J Jacobs Solutions Inc. | 0.34% | 172,326 | $21.7M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 223,189 | $21.5M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 0.33% | 255,867 | $21.2M | Add +1.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.33% | 872,266 | $21.1M | Reduce -1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.33% | 143,704 | $21.0M | Reduce -48.4% |
| SYK Stryker Corp. | 0.33% | 65,794 | $20.7M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.30% | 34,019 | $19.2M | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 0.30% | 27,116 | $19.1M | Add +0.8% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.30% | 501,967 | $19.1M | Add +14.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.29% | 85,349 | $18.7M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.28% | 15,088 | $18.1M | Add +2.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.28% | 742,094 | $18.0M | Add +0.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.28% | 53,297 | $17.6M | Add +0.4% |
| PEP Pepsico Inc. | 0.27% | 129,101 | $17.5M | Reduce -32.3% |
| HD Home Depot Inc. | 0.27% | 49,273 | $17.4M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.27% | 117,822 | $17.3M | Reduce -49.3% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 109,968 | $16.7M | Reduce -0.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 653,571 | $16.5M | Add +2.5% |
| CRM Salesforce Inc. | 0.25% | 100,967 | $15.8M | Add +1.1% |
| EPD Enterprise Products Partners | 0.25% | 429,813 | $15.8M | Add +0.3% |
| KO The Coca-Cola Co. | 0.24% | 189,063 | $15.4M | Reduce -4.0% |
| DIVO Amplify CWP Enhan Divid ETF | 0.24% | 333,110 | $15.2M | Add +12.5% |
| ABT Abbott Laboratories | 0.24% | 167,679 | $15.2M | Add +2.7% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 478,115 | $15.2M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.24% | 79,078 | $15.1M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 236,093 | $14.1M | Add +0.8% |
| ALL Allstate Corp. | 0.22% | 58,598 | $13.9M | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.22% | 599,061 | $13.9M | Add +31.9% |
| AOA iShares Core 80/20 Aggressiv | 0.22% | 141,970 | $13.9M | Reduce -6.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.21% | 272,316 | $13.6M | Add +4.6% |
Portfolio Sells Q1 2026 → Q2 2026
| FPAG Fpa Global Equity ETF New | Reduce -50.9% | 1.35% | −1.21 |
| MSFT Microsoft Corp. | Reduce -31.2% | 1.84% | −0.90 |
| IWR iShares Russell Mid-Cap ETF | Reduce -50.9% | 0.96% | −0.81 |
| IJH iShares Core S&P Midcap ETF | Reduce -39.9% | 1.50% | −0.76 |
| EFA iShares MSCI Eafe ETF | Reduce -49.3% | 0.60% | −0.54 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -47.7% | 0.43% | −0.42 |
| IVE iShares S&P 500 Value ETF | Reduce -49.6% | 0.35% | −0.32 |
| ORCL Oracle Corp. | Reduce -49.3% | 0.27% | −0.28 |
| GLD SPDR Gold Shares | Reduce -3.4% | 1.13% | −0.28 |
| NVDA Nvidia Corp. | Reduce -45.9% | 0.42% | −0.27 |
| IWP iShares Russell Mid-Cap Grow | Reduce -48.4% | 0.33% | −0.25 |
| NKE Nike Inc. Class B | Reduce -77.9% | 0.04% | −0.21 |
| PEP Pepsico Inc. | Reduce -32.3% | 0.27% | −0.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -46.0% | 0.40% | −0.20 |
| CVX Chevron Corp. | Reduce -0.7% | 0.52% | −0.15 |
| PM Philip Morris International | Reduce -52.8% | 0.15% | −0.15 |
| ACN Accenture PLC Class A | Reduce -1.0% | 0.21% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -50.7% | 0.13% | −0.14 |
| NFLX Netflix Inc. | Reduce -49.3% | 0.07% | −0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -24.4% | 0.36% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -26.8% | 0.13% | −0.10 |
| NTRS Northern Trust Corp. | Reduce -50.5% | 0.13% | −0.09 |
| ZTS Zoetis Inc. | Reduce -85.2% | 0.01% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -37.1% | 0.16% | −0.07 |
| MCD McDonald's Corp. | Reduce -17.4% | 0.15% | −0.06 |
| PFE Pfizer Inc. | Reduce -14.7% | 0.15% | −0.06 |
| OKE Oneok Inc. | Reduce -49.9% | 0.05% | −0.06 |
| NTRA Natera Inc. | Reduce -49.6% | 0.10% | −0.05 |
| PSX Phillips 66 | Reduce -49.8% | 0.04% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -53.0% | 0.03% | −0.03 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -47.7% | 0.03% | −0.03 |
| DBA Invesco DB Agriculture Fund | Reduce -50.0% | 0.02% | −0.03 |
| ADBE Adobe Inc. | Reduce -7.1% | 0.07% | −0.02 |
| CME Cme Group Inc. | Reduce -0.5% | 0.06% | −0.02 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -55.0% | 0.02% | −0.02 |
| MS Morgan Stanley | Reduce -45.8% | 0.04% | −0.02 |
| PNW Pinnacle West Capital | Reduce -52.0% | 0.02% | −0.02 |
| EBAY eBay Inc. | Reduce -73.0% | 0.01% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -50.2% | 0.01% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -1.5% | 0.06% | −0.02 |
| MCK McKesson Corp. | Reduce -5.3% | 0.07% | −0.02 |
| NUE Nucor Corp. | Reduce -50.0% | 0.03% | −0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.2% | 0.33% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -49.0% | 0.01% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.5% | 0.16% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -50.5% | 0.01% | −0.01 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -8.3% | 0.10% | −0.01 |
| HSY The Hershey Co. | Reduce -0.1% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IJR iShares Core S&P Small-Cap E | Add +3.2% | 3.77% | +0.61 |
| AAPL Apple Inc. | Add +3.8% | 4.60% | +0.59 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 3.11% | +0.58 |
| AKRE Akre Focus ETF | Add +69.0% | 1.13% | +0.44 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 2.37% | +0.36 |
| ITOT iShares Core S&P Total U.S. | Add +2.1% | 2.78% | +0.35 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 2.91% | +0.33 |
| VXUS Vanguard Total Intl Stock | Add +13.0% | 1.48% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 1.54% | +0.17 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.54% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.4% | 0.84% | +0.15 |
| FPAA Fpa Global Allocation ETF | New | 0.14% | +0.14 |
| TCAF T Rowe PRC Cap Appreciation | Add +3.2% | 1.02% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.62% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 7.71% | +0.13 |
| FEGE First Eagle GL Equity ETF | Add +16.0% | 0.82% | +0.12 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +9.5% | 0.62% | +0.12 |
| SGOV iShares 0-3 Month Treasury B | Add +12.8% | 1.23% | +0.11 |
| CBOE Cboe Global Markets Inc. | Add +616.7% | 0.11% | +0.09 |
| ABBV Abbvie Inc. | Add +0.3% | 0.63% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +3.1% | 0.36% | +0.06 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.28% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.7% | 0.72% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 0.46% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.8% | 0.45% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +1.2% | 0.36% | +0.06 |
| CGBL Cap Group Core Balanced | Add +14.3% | 0.30% | +0.05 |
| VT Vanguard Tot World STK ETF | Add +1.6% | 0.52% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +3.6% | 0.35% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +0.3% | 1.38% | +0.05 |
| V Visa Inc. Class A | Add +1.1% | 0.48% | +0.05 |
| QLD Proshares Ultra QQQ | Add +2.1% | 0.13% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.73% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 0.33% | +0.05 |
| UNP Union Pacific Corp. | Add +0.1% | 0.57% | +0.05 |
| IBDU iShares Ibonds Dec 2029 Term | Add +31.9% | 0.22% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +1.6% | 0.10% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.1% | 0.69% | +0.04 |
| INTC Intel Corp. | Add +5.9% | 0.05% | +0.04 |
| GRID First TRST Nasd Class Edg Sgiif | Add +62.8% | 0.08% | +0.04 |
| DFAC Dimensional US Core Equity 2 | Add +6.7% | 0.21% | +0.03 |
| AOR iShares Core 60/40 Balanced | Add +0.5% | 0.62% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.8% | 0.30% | +0.03 |
| AMD Advanced Micro Devices | Add +1.7% | 0.04% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +2.2% | 0.05% | +0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Add +12.5% | 0.24% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.2% | 0.46% | +0.02 |
| GE General Electric | Add +4.7% | 0.09% | +0.02 |
| ALL Allstate Corp. | Add +0.1% | 0.22% | +0.02 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 529 | $6.4B | BRK.B, AAPL, MOAT, IJR, GOOG |
| Q1 2026 | 517 | $6.2B | BRK.B, MOAT, AAPL, IJR, MSFT |
| Q4 2025 | 485 | $4.9B | BRK.B, AAPL, MOAT, GOOG, MSFT |
| Q3 2025 | 554 | $5.6B | BRK.B, AAPL, MOAT, IJR, MSFT |
| Q2 2025 | 536 | $5.1B | BRK.B, MOAT, AAPL, MSFT, IJR |
| Q1 2025 | 592 | $5.2B | BRK.B, AAPL, MOAT, ITOT, IJR |
| Q4 2024 | 596 | $5.0B | BRK.B, MOAT, AAPL, IJR, IVV |
| Q3 2024 | 593 | $5.2B | BRK.B, AAPL, MOAT, IJR, VYM |
| Q2 2024Amended | 508 | $4.4B | BRK.B, AAPL, MOAT, IJR, MSFT |
| Q1 2024Amended | 522 | $4.4B | BRK.B, MOAT, AAPL, IJR, MSFT |