Mesirow Financial Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Mesirow Financial Investment Management, Inc. reported 596 stock positions worth $5.0 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 6.4%) and Apple (AAPL, 5.5%). Compared with Q3 2024, it opened 37 new positions, sold out of 34, added to 289 and reduced 208. The biggest buy was Vaneck Morningstar Wide Moat (MOAT, shares +32%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001469475
- Portfolio Value
- $5.0B (Q4 2024)
- SEC Filing
- 0001085146-25-000865 ↗ filed Feb 7, 2025
Holdings Value
Holdings 596 stocks · $5.0B
| BRK.B Berkshire Hathaway Inc. Class B | 8.52% | 946,198 | $428.9M | Add +0.5% |
| MOAT Vaneck Morningstar Wide Moat | 6.45% | 3,500,055 | $324.5M | Add +32.5% |
| AAPL Apple Inc. | 5.47% | 1,100,235 | $275.5M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 3.34% | 1,459,071 | $168.1M | Add +5.6% |
| IVV iShares Core S&P 500 ETF | 2.73% | 233,720 | $137.6M | Add +0.6% |
| MSFT Microsoft Corp. | 2.65% | 315,952 | $133.2M | Add +7.0% |
| ITOT iShares Core S&P Total U.S. | 2.58% | 1,011,009 | $130.0M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 2.18% | 575,009 | $109.5M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 2.10% | 196,605 | $105.9M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.82% | 417,887 | $91.7M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 140,724 | $82.5M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.55% | 410,954 | $77.8M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 1.54% | 192,657 | $77.4M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 1.52% | 319,048 | $76.5M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 1.43% | 562,273 | $71.7M | Reduce -48.8% |
| UNP Union Pacific Corp. | 1.19% | 262,914 | $60.0M | Add +99.5% |
| GLD SPDR Gold Shares | 1.14% | 237,957 | $57.6M | Add +0.6% |
| AVGO Broadcom Inc. | 1.10% | 239,058 | $55.4M | Reduce -1.8% |
| FPAG Fpa Global Equity ETF New | 0.99% | 1,643,464 | $49.8M | Add +8.0% |
| IWR iShares Russell Mid-Cap ETF | 0.97% | 549,734 | $48.6M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.94% | 90,841 | $47.3M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 0.89% | 760,525 | $44.8M | Reduce -46.7% |
| COST Costco Wholesale Corp. | 0.84% | 45,984 | $42.1M | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.82% | 166,700 | $41.1M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.77% | 814,066 | $38.9M | Reduce -34.7% |
| IWD iShares Russell 1000 Value E | 0.77% | 208,636 | $38.6M | Add +0.0% |
| FDX FedEx Corp. | 0.76% | 135,539 | $38.1M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.73% | 836,784 | $36.8M | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.71% | 102,055 | $35.9M | Add +0.3% |
| CAT Caterpillar Inc. | 0.70% | 97,636 | $35.4M | Reduce -1.1% |
| AOR iShares Core 60/40 Balanced | 0.70% | 611,306 | $35.0M | Add +1.7% |
| RTX RTX Corp. | 0.69% | 298,202 | $34.5M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 175,853 | $34.4M | Reduce -49.1% |
| PEP Pepsico Inc. | 0.65% | 215,342 | $32.7M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 189,640 | $32.1M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 75,285 | $30.9M | Add +41.1% |
| MA Mastercard Inc. Class A | 0.61% | 58,182 | $30.6M | Add +1.4% |
| CRM Salesforce Inc. | 0.61% | 91,491 | $30.6M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.60% | 169,472 | $30.1M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 0.59% | 480,558 | $29.9M | Reduce -0.3% |
| CVX Chevron Corp. | 0.59% | 204,938 | $29.7M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.54% | 361,608 | $27.3M | Add +1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 40 | $27.2M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.54% | 217,027 | $27.1M | Add +0.2% |
| LIN Linde PLC | 0.54% | 64,513 | $27.0M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.52% | 338,550 | $26.4M | Reduce -48.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 226,380 | $25.2M | Add +0.2% |
| J Jacobs Solutions Inc. | 0.50% | 186,879 | $25.0M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.49% | 49,161 | $24.9M | Add +2.3% |
| FITB Fifth Third Bancorp | 0.49% | 586,337 | $24.8M | Reduce -6.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.49% | 741,600 | $24.7M | Add +17.7% |
| GAL SS Global Allocation ETF | 0.48% | 549,790 | $24.3M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.46% | 39,382 | $23.1M | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.45% | 141,317 | $22.9M | Reduce -44.7% |
| TEL Te Connectivity PLC | 0.45% | 158,993 | $22.7M | Reduce -0.0% |
| BLK BlackRock Inc. | 0.45% | 22,041 | $22.6M | Add +4027.5% |
| AXP American Express Co. | 0.44% | 75,267 | $22.3M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 317,270 | $22.3M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 75,721 | $21.9M | Reduce -0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.44% | 103,019 | $21.9M | Reduce -47.7% |
| WMT Walmart Inc. | 0.43% | 240,564 | $21.7M | Reduce -50.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 81,235 | $21.5M | Reduce -50.7% |
| VT Vanguard Tot World STK ETF | 0.42% | 178,806 | $21.0M | Add +1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.40% | 245,727 | $20.1M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.40% | 90,767 | $20.1M | Reduce -1.1% |
| HD Home Depot Inc. | 0.39% | 50,717 | $19.7M | Add +0.3% |
| ORCL Oracle Corp. | 0.39% | 116,463 | $19.4M | Add +0.4% |
| ABT Abbott Laboratories | 0.38% | 168,986 | $19.1M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.37% | 98,256 | $18.8M | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.36% | 123,890 | $17.9M | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 165,068 | $16.8M | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.33% | 131,751 | $16.7M | Add +48.8% |
| VONG Vanguard Russell 1000 Growth | 0.30% | 147,203 | $15.2M | Reduce -56.2% |
| EEM iShares MSCI Emerging Market | 0.30% | 355,916 | $14.9M | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 28,677 | $14.7M | Add +6.1% |
| MDY State Street SPDR S&P Midcap | 0.29% | 25,593 | $14.6M | Add +0.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.28% | 77,524 | $14.3M | Add +1.8% |
| NVDA Nvidia Corp. | 0.28% | 105,719 | $14.2M | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.28% | 450,396 | $14.1M | Add +1.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.28% | 557,249 | $14.0M | Add +128.9% |
| VUSB Vanguard Ultra Short Bond Et | 0.27% | 278,418 | $13.8M | Reduce -0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 102,613 | $13.6M | Add +1.5% |
| SBUX Starbucks Corp. | 0.27% | 148,310 | $13.5M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 0.27% | 257,248 | $13.4M | Add +6.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.26% | 52,214 | $12.9M | Add +0.5% |
| ADBE Adobe Inc. | 0.25% | 28,852 | $12.8M | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.25% | 205,571 | $12.8M | Add +0.4% |
| MCD McDonald's Corp. | 0.25% | 43,600 | $12.6M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.25% | 16,046 | $12.4M | Add +0.3% |
| AOA iShares Core 80/20 Aggressiv | 0.24% | 159,818 | $12.2M | Add +0.6% |
| ALL Allstate Corp. | 0.24% | 62,764 | $12.1M | Reduce -5.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 492,853 | $11.9M | Add +186.7% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 429,664 | $11.7M | Add +3.7% |
| GPN Global Payments Inc. | 0.22% | 99,510 | $11.2M | Reduce -15.8% |
| COP Conocophillips | 0.22% | 112,310 | $11.1M | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.22% | 65,149 | $10.9M | Add +0.2% |
| SUB iShares Short-Term National | 0.21% | 102,264 | $10.8M | Add +1.1% |
| IAU iShares Gold Trust | 0.21% | 215,570 | $10.7M | Add +0.1% |
| MDT Medtronic PLC | 0.21% | 133,227 | $10.6M | Reduce -1.8% |
| HON Honeywell International Inc. | 0.21% | 46,262 | $10.5M | Add +3.9% |
Portfolio Sells Q3 2024 → Q4 2024
| VYM Vanguard High DVD Yield ETF | Reduce -48.8% | 1.43% | −1.30 |
| VXUS Vanguard Total Intl Stock | Reduce -46.7% | 0.89% | −0.90 |
| VIG Vanguard Dividend Apprec ETF | Reduce -49.1% | 0.68% | −0.64 |
| VEA Vanguard Ftse Developed ETF | Reduce -34.7% | 0.77% | −0.50 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -48.1% | 0.52% | −0.48 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -50.7% | 0.43% | −0.41 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -44.7% | 0.45% | −0.37 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -47.7% | 0.44% | −0.35 |
| VONG Vanguard Russell 1000 Growth | Reduce -56.2% | 0.30% | −0.33 |
| WMT Walmart Inc. | Reduce -50.1% | 0.43% | −0.32 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.27 |
| VWO Vanguard Ftse Emerging Marke | Reduce -50.0% | 0.19% | −0.21 |
| ZTS Zoetis Inc. | Reduce -53.5% | 0.12% | −0.19 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.14 |
| DIM Wisdomtree Intl M/C DVD Fund | Reduce -50.6% | 0.12% | −0.14 |
| V Visa Inc. Class A | Reduce -50.8% | 0.18% | −0.13 |
| CVS CVS Health Corp. | Reduce -74.3% | 0.03% | −0.13 |
| EL Estee Lauder Companies Class A | Reduce -66.4% | 0.04% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -51.3% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.65% | −0.06 |
| LIN Linde PLC | Reduce -0.4% | 0.54% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.82% | −0.06 |
| AMT American Tower Corp. | Reduce -27.3% | 0.07% | −0.05 |
| XYL Xylem Inc. | Reduce -50.4% | 0.04% | −0.05 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.70% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -47.4% | 0.05% | −0.04 |
| AMTM Amentum Holdings Inc. | Reduce -4.9% | 0.07% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -6.4% | 0.30% | −0.04 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.25% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.36% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -49.1% | 0.03% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -49.3% | 0.03% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -51.5% | 0.03% | −0.03 |
| VONV Vanguard Russell 1000 Value | Reduce -56.3% | 0.02% | −0.03 |
| WM Waste Management Inc. | Reduce -47.9% | 0.03% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -6.5% | 0.49% | −0.03 |
| WFRD Weatherford International PL | Reduce -50.0% | 0.02% | −0.03 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -1.8% | 0.21% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -29.1% | 0.04% | −0.02 |
| WTW Willis Towers Watson PLC | Reduce -50.0% | 0.02% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -46.0% | 0.03% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.18% | −0.02 |
| SYK Stryker Corp. | Reduce -16.4% | 0.11% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Reduce -50.5% | 0.02% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -0.8% | 0.04% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -11.2% | 0.17% | −0.02 |
| RTX RTX Corp. | Reduce -0.3% | 0.69% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -45.5% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MOAT Vaneck Morningstar Wide Moat | Add +32.5% | 6.45% | +1.49 |
| UNP Union Pacific Corp. | Add +99.5% | 1.19% | +0.56 |
| BLK BlackRock Inc. | Add +4027.5% | 0.45% | +0.44 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.82% | +0.32 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +41.1% | 0.61% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +5.6% | 3.34% | +0.21 |
| MSFT Microsoft Corp. | Add +7.0% | 2.65% | +0.19 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +128.9% | 0.28% | +0.16 |
| IBDR iShares Ibonds Dec 2026 Term | Add +186.7% | 0.24% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 2.73% | +0.14 |
| ITOT iShares Core S&P Total U.S. | Add +0.6% | 2.58% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 8.52% | +0.13 |
| IWP iShares Russell Mid-Cap Grow | Add +48.8% | 0.33% | +0.13 |
| SGOV iShares 0-3 Month Treasury B | New | 0.13% | +0.13 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.13% | +0.13 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +220.4% | 0.18% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 2.10% | +0.11 |
| IBM Intl Business Machines Corp. | Add +99.4% | 0.20% | +0.10 |
| TCAF T Rowe PRC Cap Appreciation | Add +17.7% | 0.49% | +0.08 |
| DIS The Walt Disney Co. | Add +0.2% | 0.50% | +0.08 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.08% | +0.08 |
| FPAG Fpa Global Equity ETF New | Add +8.0% | 0.99% | +0.08 |
| CGBL Cap Group Core Balanced | Add +576.3% | 0.09% | +0.08 |
| TYL Tyler Technologies Inc. | Add +98.2% | 0.15% | +0.07 |
| TT Trane Technologies PLC | Add +99.7% | 0.13% | +0.06 |
| MA Mastercard Inc. Class A | Add +1.4% | 0.61% | +0.06 |
| TSLA Tesla Inc. | Add +30.6% | 0.12% | +0.06 |
| UBER Uber Technologies Inc. | Add +114.6% | 0.12% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.84% | +0.05 |
| AXP American Express Co. | Add +0.1% | 0.44% | +0.05 |
| GWW WW Grainger Inc. | Add +100.2% | 0.09% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.1% | 0.29% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +0.9% | 0.97% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +92.6% | 0.09% | +0.04 |
| GLD SPDR Gold Shares | Add +0.6% | 1.14% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.20% | +0.03 |
| UPS United Parcel Service Class B | Add +97.2% | 0.06% | +0.03 |
| EPD Enterprise Products Partners | Add +1.0% | 0.28% | +0.03 |
| HON Honeywell International Inc. | Add +3.9% | 0.21% | +0.03 |
| EME Emcor Group Inc. | New | 0.03% | +0.03 |
| DBA Invesco DB Agriculture Fund | Add +100.0% | 0.06% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +89.3% | 0.05% | +0.03 |
| TSSI TSS Inc. | New | 0.03% | +0.03 |
| J Jacobs Solutions Inc. | Add +0.5% | 0.50% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.5% | 0.26% | +0.02 |
| USB US Bancorp | Add +101.9% | 0.04% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.2% | 0.54% | +0.02 |
| INTU Intuit Inc. | Add +93.8% | 0.04% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Add +88.8% | 0.03% | +0.02 |
| ACN Accenture PLC Class A | Add +0.3% | 0.71% | +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 |