Mesirow Financial Investment Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Mesirow Financial Investment Management, Inc. reported 485 stock positions worth $4.9 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.4% of the portfolio, followed by Apple (AAPL, 5.6%) and Vaneck Morningstar Wide Moat (MOAT, 4.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 87, added to 59 and reduced 385. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001469475
- Portfolio Value
- $4.9B (Q4 2025)
- SEC Filing
- 0001469475-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 485 stocks · $4.9B
| BRK.B Berkshire Hathaway Inc. Class B | 8.39% | 812,429 | $408.4M | Reduce -15.7% |
| AAPL Apple Inc. | 5.58% | 999,523 | $271.7M | Reduce -5.1% |
| MOAT Vaneck Morningstar Wide Moat | 4.22% | 1,984,526 | $205.5M | Reduce -24.5% |
| GOOG Alphabet Inc. Class C | 3.38% | 523,722 | $164.3M | Reduce -6.8% |
| MSFT Microsoft Corp. | 2.88% | 289,662 | $140.1M | Reduce -12.4% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 2.71% | 2,012,662 | $131.8M | New |
| IJR iShares Core S&P Small-Cap E | 2.69% | 1,088,751 | $130.8M | Reduce -26.3% |
| GOOGL Alphabet Inc. Class A | 2.32% | 360,682 | $112.9M | Reduce -7.9% |
| ITOT iShares Core S&P Total U.S. | 2.26% | 739,501 | $110.0M | Reduce -27.7% |
| IVV iShares Core S&P 500 ETF | 2.24% | 159,079 | $109.0M | Reduce -34.3% |
| JPM JPMorgan Chase & Co. | 1.95% | 295,103 | $95.1M | Reduce -6.8% |
| VOO Vanguard S&P 500 ETF | 1.84% | 142,674 | $89.5M | Reduce -28.6% |
| AMZN Amazon.com Inc. | 1.63% | 344,501 | $79.5M | Reduce -15.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 115,388 | $78.7M | Reduce -14.5% |
| GLD SPDR Gold Shares | 1.32% | 161,977 | $64.2M | Reduce -24.4% |
| IWF iShares Russell 1000 Growth | 1.28% | 131,599 | $62.3M | Reduce -30.7% |
| FPAG Fpa Global Equity ETF New | 1.24% | 1,629,876 | $60.5M | Reduce -17.3% |
| VYM Vanguard High DVD Yield ETF | 1.17% | 396,265 | $56.9M | Reduce -27.8% |
| CAT Caterpillar Inc. | 1.07% | 91,120 | $52.2M | Reduce -2.5% |
| RTX RTX Corp. | 1.04% | 275,192 | $50.5M | Reduce -5.3% |
| AVGO Broadcom Inc. | 1.03% | 145,219 | $50.3M | Reduce -31.4% |
| TMO Thermo Fisher Scientific Inc. | 1.00% | 84,420 | $48.9M | Reduce -5.6% |
| VXUS Vanguard Total Intl Stock | 0.98% | 635,392 | $47.9M | Reduce -26.9% |
| SGOV iShares 0-3 Month Treasury B | 0.96% | 466,106 | $46.8M | Reduce -1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.86% | 763,190 | $42.0M | Reduce -7.1% |
| LOW Lowe's Cos Inc. | 0.82% | 165,081 | $39.8M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 587,514 | $38.8M | Reduce -19.8% |
| COST Costco Wholesale Corp. | 0.77% | 43,271 | $37.3M | Reduce -3.9% |
| FDX FedEx Corp. | 0.74% | 125,161 | $36.2M | Reduce -4.1% |
| IWD iShares Russell 1000 Value E | 0.72% | 167,710 | $35.3M | Reduce -19.9% |
| TCAF T Rowe PRC Cap Appreciation | 0.71% | 905,301 | $34.6M | Reduce -28.8% |
| ABBV Abbvie Inc. | 0.71% | 150,513 | $34.4M | Reduce -7.4% |
| TEL Te Connectivity PLC | 0.70% | 150,808 | $34.3M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.69% | 68,531 | $33.4M | Reduce -26.6% |
| AOR iShares Core 60/40 Balanced | 0.65% | 483,350 | $31.4M | Reduce -15.7% |
| CVX Chevron Corp. | 0.62% | 199,451 | $30.4M | Reduce -4.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.62% | 40 | $30.2M | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 156,185 | $29.8M | Reduce -25.3% |
| UNP Union Pacific Corp. | 0.61% | 127,779 | $29.6M | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.60% | 305,464 | $29.4M | Reduce -44.3% |
| EFA iShares MSCI Eafe ETF | 0.58% | 293,732 | $28.2M | Reduce -16.1% |
| VEA Vanguard Ftse Developed ETF | 0.58% | 449,895 | $28.1M | Reduce -31.8% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 127,782 | $28.1M | Reduce -35.1% |
| ACN Accenture PLC Class A | 0.57% | 102,875 | $27.6M | Add +1.9% |
| V Visa Inc. Class A | 0.57% | 78,530 | $27.5M | Reduce -5.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.56% | 107,736 | $27.1M | Reduce -16.7% |
| VT Vanguard Tot World STK ETF | 0.55% | 191,008 | $26.9M | Reduce -3.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 297,970 | $26.7M | Reduce -20.3% |
| LIN Linde PLC | 0.52% | 59,600 | $25.4M | Reduce -2.8% |
| AXP American Express Co. | 0.52% | 68,479 | $25.3M | Reduce -8.6% |
| FITB Fifth Third Bancorp | 0.52% | 537,038 | $25.1M | Reduce -1.6% |
| FEGE First Eagle GL Equity ETF | 0.51% | 535,564 | $24.7M | Reduce -1.9% |
| CRM Salesforce Inc. | 0.50% | 92,034 | $24.4M | Add +0.3% |
| BLK BlackRock Inc. | 0.49% | 22,405 | $24.0M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 70,865 | $23.8M | Reduce -10.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 203,295 | $23.1M | Reduce -8.7% |
| WMT Walmart Inc. | 0.47% | 204,133 | $22.7M | Reduce -16.0% |
| J Jacobs Solutions Inc. | 0.46% | 167,611 | $22.2M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.46% | 38,855 | $22.2M | Reduce -27.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 75,211 | $21.8M | Reduce -8.4% |
| JNJ Johnson & Johnson | 0.43% | 102,083 | $21.1M | Reduce -13.7% |
| IWM iShares Russell 2000 ETF | 0.43% | 84,358 | $20.8M | Reduce -9.8% |
| SYK Stryker Corp. | 0.42% | 58,844 | $20.7M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.42% | 104,475 | $20.4M | Reduce -12.3% |
| ABT Abbott Laboratories | 0.42% | 162,396 | $20.3M | Reduce -4.7% |
| IVE iShares S&P 500 Value ETF | 0.40% | 92,188 | $19.6M | Reduce -5.0% |
| IVW iShares S&P 500 Growth ETF | 0.40% | 157,579 | $19.4M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.38% | 56,718 | $18.7M | Reduce -3.0% |
| GAL SS Global Allocation ETF | 0.38% | 376,817 | $18.6M | Reduce -25.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 29,559 | $18.2M | Reduce -9.3% |
| NVDA Nvidia Corp. | 0.37% | 97,175 | $18.1M | Reduce -12.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.35% | 96,710 | $17.2M | Reduce -34.0% |
| EEM iShares MSCI Emerging Market | 0.35% | 312,860 | $17.1M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.31% | 14,008 | $15.1M | Reduce -9.6% |
| HLT Hilton Worldwide Holdings Inc. | 0.31% | 52,164 | $15.0M | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 178,111 | $14.8M | Reduce -33.7% |
| HD Home Depot Inc. | 0.30% | 42,189 | $14.5M | Reduce -19.1% |
| META Meta Platforms Inc. Class A | 0.29% | 21,419 | $14.1M | Reduce -39.2% |
| AOA iShares Core 80/20 Aggressiv | 0.28% | 154,902 | $13.9M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.28% | 195,962 | $13.7M | Reduce -5.2% |
| EPD Enterprise Products Partners | 0.28% | 424,593 | $13.6M | Reduce -3.8% |
| MDY State Street SPDR S&P Midcap | 0.27% | 22,000 | $13.3M | Reduce -13.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 162,219 | $12.9M | Reduce -55.9% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 90,575 | $12.6M | Reduce -12.4% |
| MCD McDonald's Corp. | 0.26% | 41,035 | $12.5M | Reduce -5.5% |
| PEP Pepsico Inc. | 0.25% | 86,080 | $12.4M | Reduce -14.5% |
| IEMG iShares Core MSCI Emerging | 0.25% | 183,627 | $12.3M | Reduce -25.5% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 89,423 | $12.2M | Reduce -37.4% |
| VONG Vanguard Russell 1000 Growth | 0.25% | 99,763 | $12.1M | Reduce -38.9% |
| SUB iShares Short-Term National | 0.24% | 110,894 | $11.8M | Add +2.1% |
| ALL Allstate Corp. | 0.24% | 56,663 | $11.8M | Reduce -7.2% |
| SCHW Schwab (charles) Corp. | 0.24% | 117,639 | $11.8M | Reduce -14.8% |
| GLW Corning Inc. | 0.24% | 132,928 | $11.6M | Reduce -10.7% |
| IAU iShares Gold Trust | 0.23% | 137,269 | $11.1M | Reduce -26.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.22% | 445,591 | $10.8M | Reduce -21.8% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 192,540 | $10.4M | Reduce -13.2% |
| COP Conocophillips | 0.20% | 105,372 | $9.9M | Reduce -9.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.19% | 388,687 | $9.4M | Reduce -14.2% |
| SBUX Starbucks Corp. | 0.19% | 109,346 | $9.2M | Reduce -11.8% |
| XOM Exxon Mobil Corp. | 0.19% | 76,385 | $9.2M | Reduce -4.1% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -34.3% | 2.24% | −0.66 |
| IJR iShares Core S&P Small-Cap E | Reduce -26.3% | 2.69% | −0.46 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -24.5% | 4.22% | −0.44 |
| ITOT iShares Core S&P Total U.S. | Reduce -27.7% | 2.26% | −0.41 |
| VOO Vanguard S&P 500 ETF | Reduce -28.6% | 1.84% | −0.35 |
| IWR iShares Russell Mid-Cap ETF | Reduce -44.3% | 0.60% | −0.34 |
| IWF iShares Russell 1000 Growth | Reduce -30.7% | 1.28% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.7% | 8.39% | −0.28 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.27 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -65.4% | 0.18% | −0.27 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -55.9% | 0.27% | −0.26 |
| AVGO Broadcom Inc. | Reduce -31.4% | 1.03% | −0.22 |
| VYM Vanguard High DVD Yield ETF | Reduce -27.8% | 1.17% | −0.22 |
| MSFT Microsoft Corp. | Reduce -12.4% | 2.88% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Reduce -35.1% | 0.58% | −0.18 |
| ORCL Oracle Corp. | Reduce -12.3% | 0.42% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -39.2% | 0.29% | −0.17 |
| VXUS Vanguard Total Intl Stock | Reduce -26.9% | 0.98% | −0.16 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.16 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -28.8% | 0.71% | −0.15 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -57.8% | 0.15% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -31.8% | 0.58% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -26.6% | 0.69% | −0.11 |
| IWP iShares Russell Mid-Cap Grow | Reduce -37.4% | 0.25% | −0.11 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -34.0% | 0.35% | −0.11 |
| VONG Vanguard Russell 1000 Growth | Reduce -38.9% | 0.25% | −0.10 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -49.5% | 0.14% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -33.7% | 0.30% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -27.0% | 0.46% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -25.3% | 0.61% | −0.08 |
| HD Home Depot Inc. | Reduce -19.1% | 0.30% | −0.08 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -50.4% | 0.10% | −0.07 |
| ARCC Ares Capital Corp. | Reduce -62.4% | 0.05% | −0.07 |
| GAL SS Global Allocation ETF | Reduce -25.0% | 0.38% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.8% | 0.80% | −0.06 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -54.1% | 0.06% | −0.06 |
| DFAC Dimensional US Core Equity 2 | Reduce -43.3% | 0.12% | −0.06 |
| KMI Kinder Morgan Inc. | Reduce -39.3% | 0.12% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -34.4% | 0.17% | −0.06 |
| HON Honeywell International Inc. | Reduce -35.0% | 0.12% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -63.3% | 0.04% | −0.05 |
| GLD SPDR Gold Shares | Reduce -24.4% | 1.32% | −0.05 |
| CGBL Cap Group Core Balanced | Reduce -31.1% | 0.18% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -34.1% | 0.07% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -19.9% | 0.72% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -25.5% | 0.25% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -20.3% | 0.55% | −0.04 |
| XLK SS Technology Select Sector | Reduce -29.3% | 0.17% | −0.04 |
| PFE Pfizer Inc. | Reduce -35.3% | 0.09% | −0.04 |
| NFLX Netflix Inc. | Reduce -16.2% | 0.11% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AKRE Akre Focus ETF | New | 2.71% | +2.71 |
| ACN Accenture PLC Class A | Add +1.9% | 0.57% | +0.12 |
| CRM Salesforce Inc. | Add +0.3% | 0.50% | +0.11 |
| NKE Nike Inc. Class B | Add +257.3% | 0.14% | +0.11 |
| IBDU iShares Ibonds Dec 2029 Term | Add +364.9% | 0.10% | +0.08 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.82% | +0.08 |
| UNP Union Pacific Corp. | Add +0.4% | 0.61% | +0.07 |
| HLT Hilton Worldwide Holdings Inc. | Add +1.1% | 0.31% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +2.4% | 0.35% | +0.06 |
| SUB iShares Short-Term National | Add +2.1% | 0.24% | +0.04 |
| IA Innovative Solutions & Supp | Add +50.5% | 0.04% | +0.02 |
| CRCL Circle Internet Group Inc. | New | 0.02% | +0.02 |
| GPZ Vaneck Alt Asset Manager ETF | New | 0.02% | +0.02 |
| NTRS Northern Trust Corp. | Add +0.2% | 0.11% | +0.02 |
| AEP American Electric Power | Add +1.1% | 0.09% | +0.01 |
| C Citigroup Inc. | Add +5.8% | 0.05% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +8.1% | 0.03% | +0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Add +21.9% | 0.04% | +0.01 |
| MCS Marcus Corporation | Add +0.5% | 0.07% | +0.01 |
| COLD Americold Realty Trust Inc. | New | 0.01% | +0.01 |
| KHC The Kraft Heinz Co. | Add +127.8% | 0.01% | +0.01 |
| VLO Valero Energy Corp. | New | 0.01% | +0.01 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| XLF SS Financial Select Sector | Add +1.9% | 0.03% | +0.01 |
| KEYS Keysight Technologies Inc. | New | 0.01% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +22.5% | 0.01% | +0.01 |
| SKE Skeena Resources Ltd. | New | 0.00% | +0.00 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.00% | +0.00 |
| TSEM Tower Semiconductor Ltd. | New | 0.00% | +0.00 |
| A Agilent Technologies Inc. | Add +40.4% | 0.01% | +0.00 |
| GM General Motors Co. | Add +18.7% | 0.01% | +0.00 |
| IGF iShares Global Infrastructur | Add +0.3% | 0.03% | +0.00 |
| SA Seabridge Gold Inc. | New | 0.00% | +0.00 |
| DTM DT Midstream Inc. | New | 0.00% | +0.00 |
| DNP DNP Select Income Fund Inc. | New | 0.00% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 0.02% | +0.00 |
| CSQ Calamos Strat TTL RTRN FND | Add +5.8% | 0.02% | +0.00 |
| NEPH Nephros Inc. | Add +262.3% | 0.01% | +0.00 |
| BHK BlackRock Core Bond Trust | Add +15.6% | 0.02% | +0.00 |
| GGN Gamco GLBL Gold NTRL Res Inc. | New | 0.00% | +0.00 |
| NLY Annaly Capital Management Inc. | Add +0.3% | 0.02% | +0.00 |
| ICCC Immucell Corp. | Add +199.6% | 0.00% | +0.00 |
| EQX Equinox Gold Corp. | New | 0.00% | +0.00 |
| AGI Alamos Gold Inc. Class A | Add +28.4% | 0.01% | +0.00 |
| BX Blackstone Inc. | Add +1.4% | 0.06% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.3% | 0.01% | +0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.3% | 0.01% | +0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +0.5% | 0.02% | +0.00 |
| VCR Vanguard Consumer Discre ETF | Add +20.8% | 0.01% | +0.00 |
| PANW Palo Alto Networks Inc. | Add +5.9% | 0.02% | +0.00 |
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 |