Mesirow Financial Investment Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Mesirow Financial Investment Management, Inc. reported 517 stock positions worth $6.2 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.6% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 4.2%) and Apple (AAPL, 4.0%). Compared with Q4 2025, it opened 53 new positions, sold out of 21, added to 353 and reduced 72. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +251%) and the biggest sale Akre Focus ETF (AKRE, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001469475
- Portfolio Value
- $6.2B (Q1 2026)
- SEC Filing
- 0001469475-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 517 stocks · $6.2B
| BRK.B Berkshire Hathaway Inc. Class B | 7.58% | 976,689 | $468.0M | Add +20.2% |
| MOAT Vaneck Morningstar Wide Moat | 4.19% | 2,675,294 | $258.7M | Add +34.8% |
| AAPL Apple Inc. | 4.01% | 974,704 | $247.4M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 3.16% | 1,568,315 | $195.0M | Add +44.0% |
| MSFT Microsoft Corp. | 2.74% | 456,761 | $169.1M | Add +57.7% |
| IVV iShares Core S&P 500 ETF | 2.58% | 243,758 | $159.2M | Add +53.2% |
| FPAG Fpa Global Equity ETF New | 2.56% | 4,363,542 | $158.3M | Add +167.7% |
| GOOG Alphabet Inc. Class C | 2.52% | 543,230 | $155.8M | Add +3.7% |
| ITOT iShares Core S&P Total U.S. | 2.43% | 1,054,680 | $150.2M | Add +42.6% |
| IJH iShares Core S&P Midcap ETF | 2.26% | 2,063,935 | $139.4M | Add +251.3% |
| VOO Vanguard S&P 500 ETF | 2.01% | 207,880 | $124.2M | Add +45.7% |
| IWR iShares Russell Mid-Cap ETF | 1.77% | 1,126,058 | $109.5M | Add +268.6% |
| GOOGL Alphabet Inc. Class A | 1.74% | 372,655 | $107.2M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 1.49% | 311,969 | $91.8M | Add +5.7% |
| GLD SPDR Gold Shares | 1.41% | 202,840 | $87.3M | Add +25.2% |
| AMZN Amazon.com Inc. | 1.38% | 407,829 | $84.9M | Add +18.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 129,793 | $84.4M | Add +12.5% |
| VYM Vanguard High DVD Yield ETF | 1.32% | 552,464 | $81.8M | Add +39.4% |
| IWF iShares Russell 1000 Growth | 1.22% | 176,756 | $75.4M | Add +34.3% |
| VXUS Vanguard Total Intl Stock | 1.21% | 972,639 | $75.0M | Add +53.1% |
| EFA iShares MSCI Eafe ETF | 1.14% | 724,150 | $70.3M | Add +146.5% |
| SGOV iShares 0-3 Month Treasury B | 1.13% | 690,898 | $69.5M | Add +48.2% |
| CAT Caterpillar Inc. | 1.03% | 89,940 | $63.7M | Reduce -1.3% |
| RTX RTX Corp. | 0.90% | 288,890 | $55.7M | Add +5.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.88% | 1,528,965 | $54.4M | Add +68.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.86% | 641,570 | $53.0M | Add +260.2% |
| AVGO Broadcom Inc. | 0.80% | 160,012 | $49.5M | Add +10.2% |
| FDX FedEx Corp. | 0.76% | 132,517 | $47.2M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 90,383 | $44.4M | Add +7.1% |
| IWD iShares Russell 1000 Value E | 0.72% | 207,297 | $44.3M | Add +23.6% |
| COST Costco Wholesale Corp. | 0.70% | 43,295 | $43.1M | Add +0.1% |
| FEGE First Eagle GL Equity ETF | 0.70% | 917,976 | $43.1M | Add +71.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 98,383 | $43.0M | Add +43.6% |
| NVDA Nvidia Corp. | 0.69% | 244,268 | $42.6M | Add +151.4% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 663,651 | $42.5M | Add +47.5% |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 196,954 | $42.4M | Add +54.1% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.68% | 797,393 | $42.1M | Reduce -60.4% |
| CVX Chevron Corp. | 0.67% | 200,475 | $41.5M | Add +0.5% |
| IVE iShares S&P 500 Value ETF | 0.66% | 194,332 | $41.0M | Add +110.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.66% | 208,072 | $40.8M | Add +33.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 822,060 | $40.1M | Add +7.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 439,624 | $39.8M | Add +47.5% |
| LOW Lowe's Cos Inc. | 0.64% | 167,659 | $39.6M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 64,706 | $37.4M | Add +118.9% |
| AOR iShares Core 60/40 Balanced | 0.59% | 563,116 | $36.2M | Add +16.5% |
| IWP iShares Russell Mid-Cap Grow | 0.58% | 278,458 | $35.7M | Add +211.4% |
| ABBV Abbvie Inc. | 0.56% | 158,536 | $34.5M | Add +5.3% |
| ORCL Oracle Corp. | 0.55% | 232,362 | $34.2M | Add +122.4% |
| UNP Union Pacific Corp. | 0.53% | 134,360 | $32.6M | Add +5.2% |
| TEL Te Connectivity PLC | 0.51% | 150,543 | $31.5M | Reduce -0.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.51% | 132,573 | $31.3M | Add +23.1% |
| LIN Linde PLC | 0.50% | 61,686 | $30.6M | Add +3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.48% | 376,495 | $29.8M | Add +132.1% |
| PEP Pepsico Inc. | 0.48% | 190,712 | $29.6M | Add +121.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 41 | $29.4M | Add +2.5% |
| WMT Walmart Inc. | 0.47% | 234,533 | $29.1M | Add +14.9% |
| VT Vanguard Tot World STK ETF | 0.46% | 205,920 | $28.5M | Add +7.8% |
| JNJ Johnson & Johnson | 0.46% | 114,945 | $28.1M | Add +12.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.44% | 147,982 | $27.3M | Add +53.0% |
| V Visa Inc. Class A | 0.43% | 88,075 | $26.6M | Add +12.2% |
| MA Mastercard Inc. Class A | 0.40% | 49,819 | $24.9M | Add +28.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 76,896 | $24.7M | Add +8.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 84,386 | $24.2M | Add +12.2% |
| GAL SS Global Allocation ETF | 0.39% | 485,443 | $24.0M | Add +28.8% |
| IWM iShares Russell 2000 ETF | 0.38% | 95,201 | $23.6M | Add +12.8% |
| FITB Fifth Third Bancorp | 0.36% | 483,766 | $22.5M | Reduce -9.9% |
| BLK BlackRock Inc. | 0.36% | 22,875 | $22.0M | Add +2.1% |
| J Jacobs Solutions Inc. | 0.35% | 171,318 | $21.8M | Add +2.2% |
| ACN Accenture PLC Class A | 0.35% | 109,754 | $21.8M | Add +6.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.35% | 882,856 | $21.4M | Add +98.1% |
| AXP American Express Co. | 0.34% | 70,371 | $21.3M | Add +2.8% |
| SYK Stryker Corp. | 0.34% | 64,583 | $21.2M | Add +9.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 219,096 | $21.1M | Add +7.8% |
| UNH Unitedhealth Group Inc. | 0.32% | 72,571 | $19.6M | Add +27.9% |
| META Meta Platforms Inc. Class A | 0.31% | 33,638 | $19.2M | Add +57.0% |
| GLW Corning Inc. | 0.31% | 141,426 | $19.2M | Add +6.4% |
| EEM iShares MSCI Emerging Market | 0.30% | 330,129 | $18.7M | Add +5.5% |
| CRM Salesforce Inc. | 0.30% | 99,885 | $18.6M | Add +8.5% |
| VONG Vanguard Russell 1000 Growth | 0.30% | 168,410 | $18.5M | Add +68.8% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 162,293 | $18.4M | Add +3.0% |
| PM Philip Morris International | 0.29% | 109,138 | $18.0M | Add +99.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 739,406 | $17.9M | Add +90.2% |
| IEMG iShares Core MSCI Emerging | 0.29% | 252,832 | $17.6M | Add +37.7% |
| VOOV Vanguard S&P 500 Value ETF | 0.28% | 83,626 | $17.0M | Add +142.1% |
| ABT Abbott Laboratories | 0.27% | 163,286 | $16.8M | Add +0.6% |
| MDY State Street SPDR S&P Midcap | 0.27% | 26,910 | $16.6M | Add +22.3% |
| HD Home Depot Inc. | 0.27% | 50,074 | $16.5M | Add +18.7% |
| PG The Procter & Gamble Co. | 0.26% | 112,290 | $16.2M | Add +93.3% |
| EPD Enterprise Products Partners | 0.26% | 428,545 | $16.2M | Add +0.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 637,798 | $16.2M | Add +100.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.26% | 53,095 | $16.1M | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 110,265 | $16.1M | Add +21.7% |
| COP Conocophillips | 0.25% | 117,225 | $15.5M | Add +11.3% |
| NKE Nike Inc. Class B | 0.25% | 291,670 | $15.4M | Add +165.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.24% | 439,352 | $15.1M | Add +73.4% |
| KO The Coca-Cola Co. | 0.24% | 196,953 | $15.0M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 482,380 | $14.8M | Add +58.6% |
| XOM Exxon Mobil Corp. | 0.24% | 85,795 | $14.6M | Add +12.3% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 74,100 | $14.2M | Add +675.3% |
| IAU iShares Gold Trust | 0.23% | 159,293 | $14.0M | Add +16.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AKRE Akre Focus ETF | Reduce -60.4% | 0.68% | −2.03 |
| AAPL Apple Inc. | Reduce -2.5% | 4.01% | −1.57 |
| TEL Te Connectivity PLC | Reduce -0.2% | 0.51% | −0.20 |
| FITB Fifth Third Bancorp | Reduce -9.9% | 0.36% | −0.15 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.7% | 0.22% | −0.07 |
| QLD Proshares Ultra QQQ | Reduce -6.7% | 0.09% | −0.05 |
| CAT Caterpillar Inc. | Reduce -1.3% | 1.03% | −0.04 |
| ARCC Ares Capital Corp. | Reduce -47.4% | 0.02% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -7.5% | 0.07% | −0.03 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.13% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.0% | 0.05% | −0.03 |
| GE General Electric | Reduce -0.6% | 0.07% | −0.03 |
| IA Innovative Solutions & Supp | Reduce -69.8% | 0.01% | −0.03 |
| MCK McKesson Corp. | Reduce -4.5% | 0.08% | −0.02 |
| TJX TJX Companies Inc. | Reduce -0.7% | 0.08% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.1% | 0.08% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -10.4% | 0.02% | −0.01 |
| GD General Dynamics Corp. | Reduce -21.1% | 0.02% | −0.01 |
| C Citigroup Inc. | Reduce -0.5% | 0.04% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -23.5% | 0.02% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -3.9% | 0.02% | −0.01 |
| CVS CVS Health Corp. | Reduce -1.0% | 0.02% | −0.01 |
| INTU Intuit Inc. | Reduce -1.4% | 0.01% | −0.01 |
| HSY The Hershey Co. | Reduce -1.6% | 0.06% | −0.01 |
| USB US Bancorp | Reduce -14.1% | 0.01% | −0.01 |
| GWRE Guidewire Software Inc. | Reduce -14.8% | 0.01% | −0.01 |
| SCCO Southern Copper Corp. | Reduce -18.4% | 0.02% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -1.1% | 0.02% | −0.01 |
| A Agilent Technologies Inc. | Reduce -40.6% | 0.00% | −0.01 |
| BHK BlackRock Core Bond Trust | Reduce -13.4% | 0.01% | −0.01 |
| COO The Cooper Cos Inc. | Reduce -1.1% | 0.01% | −0.01 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Reduce -3.7% | 0.02% | −0.01 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.01 |
| IGF iShares Global Infrastructur | Reduce -3.4% | 0.03% | −0.01 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.01 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Reduce -7.5% | 0.01% | −0.00 |
| EL Estee Lauder Companies Class A | Reduce -4.2% | 0.01% | −0.00 |
| SKE Skeena Resources Ltd. | Sold out | 0.00% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -5.7% | 0.01% | −0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.00 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.00 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.00 |
| PPLT Abrdn Physical Platinum SHRS | Sold out | 0.00% | −0.00 |
| CRCL Circle Internet Group Inc. | Reduce -20.1% | 0.01% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.00 |
| SA Seabridge Gold Inc. | Sold out | 0.00% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.4% | 0.01% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IJH iShares Core S&P Midcap ETF | Add +251.3% | 2.26% | +1.46 |
| FPAG Fpa Global Equity ETF New | Add +167.7% | 2.56% | +1.32 |
| IWR iShares Russell Mid-Cap ETF | Add +268.6% | 1.77% | +1.17 |
| EFA iShares MSCI Eafe ETF | Add +146.5% | 1.14% | +0.56 |
| SHY iShares 1-3 Year Treasury Bo | Add +260.2% | 0.86% | +0.55 |
| IJR iShares Core S&P Small-Cap E | Add +44.0% | 3.16% | +0.47 |
| IVV iShares Core S&P 500 ETF | Add +53.2% | 2.58% | +0.34 |
| IWP iShares Russell Mid-Cap Grow | Add +211.4% | 0.58% | +0.33 |
| NVDA Nvidia Corp. | Add +151.4% | 0.69% | +0.32 |
| IVE iShares S&P 500 Value ETF | Add +110.8% | 0.66% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +118.9% | 0.60% | +0.23 |
| VXUS Vanguard Total Intl Stock | Add +53.1% | 1.21% | +0.23 |
| PEP Pepsico Inc. | Add +121.5% | 0.48% | +0.23 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +132.1% | 0.48% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +675.3% | 0.23% | +0.19 |
| FEGE First Eagle GL Equity ETF | Add +71.4% | 0.70% | +0.19 |
| ITOT iShares Core S&P Total U.S. | Add +42.6% | 2.43% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +45.7% | 2.01% | +0.17 |
| TCAF T Rowe PRC Cap Appreciation | Add +68.9% | 0.88% | +0.17 |
| SGOV iShares 0-3 Month Treasury B | Add +48.2% | 1.13% | +0.17 |
| VYM Vanguard High DVD Yield ETF | Add +39.4% | 1.32% | +0.16 |
| ORCL Oracle Corp. | Add +122.4% | 0.55% | +0.14 |
| VOOV Vanguard S&P 500 Value ETF | Add +142.1% | 0.28% | +0.13 |
| IBDR iShares Ibonds Dec 2026 Term | Add +98.1% | 0.35% | +0.12 |
| PFE Pfizer Inc. | Add +157.9% | 0.21% | +0.12 |
| DIVO Amplify CWP Enhan Divid ETF | Add +181.0% | 0.22% | +0.12 |
| NTRS Northern Trust Corp. | Add +157.4% | 0.23% | +0.12 |
| PM Philip Morris International | Add +99.1% | 0.29% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +47.5% | 0.69% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +54.1% | 0.69% | +0.11 |
| NKE Nike Inc. Class B | Add +165.0% | 0.25% | +0.11 |
| NFLX Netflix Inc. | Add +139.4% | 0.20% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +47.5% | 0.64% | +0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +90.2% | 0.29% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +100.5% | 0.26% | +0.10 |
| GLD SPDR Gold Shares | Add +25.2% | 1.41% | +0.10 |
| PG The Procter & Gamble Co. | Add +93.3% | 0.26% | +0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +53.0% | 0.44% | +0.09 |
| GLW Corning Inc. | Add +6.4% | 0.31% | +0.07 |
| VUSB Vanguard Ultra Short Bond Et | Add +90.2% | 0.21% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +58.6% | 0.24% | +0.07 |
| IBDU iShares Ibonds Dec 2029 Term | Add +109.8% | 0.17% | +0.07 |
| DFAC Dimensional US Core Equity 2 | Add +98.8% | 0.18% | +0.06 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.06% | +0.06 |
| CGBL Cap Group Core Balanced | Add +73.4% | 0.24% | +0.06 |
| KMI Kinder Morgan Inc. | Add +58.9% | 0.18% | +0.06 |
| OKE Oneok Inc. | Add +101.7% | 0.11% | +0.05 |
| PSX Phillips 66 | Add +103.9% | 0.09% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +68.8% | 0.30% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +33.2% | 0.66% | +0.05 |
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 |