Mesirow Financial Investment Management, Inc.

13F filer · CIK 0001469475

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$6.37BU.S. long equity reported on 13F

Positions35824 new · 16 closed

Net flow last quarter-$192MBuys minus sells

Top 10 positions weight26.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026358 positions
BRK.BBerkshire Hathaway Inc	$491M	7.71%	Not reported	+0.4%	Q4 2023
AAPLApple Inc.	$293M	4.60%	0.01%	+3.8%	Q4 2023
GOOGAlphabet Inc.	$198M	3.11%	Not reported	+3.0%	Q4 2023
GOOGLAlphabet Inc.	$131M	2.06%	0.00%	-1.3%	Q4 2023
MSFTMicrosoft Corp	$117M	1.84%	0.00%	-31.2%	Q4 2023
JPMJPMorgan Chase & Co	$103M	1.62%	0.01%	+0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$97.9M	1.54%	Not reported	+1.0%	Q4 2023
AMZNAmazon Com Inc	$97.8M	1.54%	0.00%	+0.6%	Q4 2023
CATCaterpillar Inc	$95.1M	1.49%	0.02%	-0.7%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$87.6M	1.38%	Not reported	+0.3%	Q4 2023
GLDSPDR Gold Trust	$72.2M	1.13%	0.05%	-3.4%	Q4 2023
AVGOBroadcom Inc.	$56.9M	0.89%	0.00%	-5.8%	Q4 2023
RTXRTX Corp	$55.1M	0.86%	0.02%	+0.4%	Q4 2023
BACBank of America Corp	$46.4M	0.73%	0.01%	-1.0%	Q4 2023
TMOThermo Fisher Scientific Inc.	$46M	0.72%	0.02%	+1.6%	Q4 2023
FDXFedex Corp	$41.6M	0.65%	0.06%	+0.3%	Q4 2023
COSTCostco Wholesale Corp	$41.5M	0.65%	0.01%	+2.4%	Q4 2023
ABBVAbbVie Inc.	$40M	0.63%	0.01%	+0.3%	Q4 2023
LOWLowes Companies Inc	$37.3M	0.59%	0.03%	+0.8%	Q4 2023
UNPUnion Pacific Corp	$36.6M	0.58%	0.02%	+0.2%	Q4 2023
GLWCorning Inc	$36.1M	0.57%	0.02%	0.0%	Q4 2023
CVXChevron Corp	$33M	0.52%	0.01%	-0.7%	Q4 2023
LINLinde PLC	$32.1M	0.50%	0.01%	+0.1%	Q4 2023
VVisa Inc.	$30.6M	0.48%	0.00%	+1.1%	Q4 2023
TELTE Connectivity plc	$30.4M	0.48%	0.05%	+0.3%	Q4 2023
UNHUnitedhealth Group Inc	$30.1M	0.47%	0.01%	-0.1%	Q4 2023
JNJJohnson & Johnson	$29.4M	0.46%	0.00%	+0.6%	Q4 2023
WMTWalmart Inc.	$26.7M	0.42%	0.00%	+0.3%	Q4 2023
NVDANvidia Corp	$26.4M	0.42%	0.00%	-45.9%	Q4 2023
FITBFifth Third Bancorp	$26.1M	0.41%	0.05%	-4.3%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$25.7M	0.40%	Not reported	-46.0%	Q4 2023
MAMastercard Inc	$25M	0.39%	0.00%	-2.3%	Q4 2023
AXPAmerican Express Co	$23.7M	0.37%	0.01%	-0.5%	Q4 2023
BRK.ABerkshire Hathaway Inc	$23.2M	0.36%	Not reported	-24.4%	Q4 2023
BLKBlackRock, Inc.	$22.5M	0.35%	0.02%	+2.2%	Q4 2023
JJacobs Solutions Inc.	$21.7M	0.34%	0.15%	+0.6%	Q4 2023
DISWalt Disney Co	$21.5M	0.34%	0.01%	+1.9%	Q4 2023
SYKStryker Corp	$20.7M	0.33%	0.02%	+1.9%	Q4 2023
METAMeta Platforms, Inc.	$19.2M	0.30%	Not reported	+1.1%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$19.1M	0.30%	Not reported	+0.8%	Q4 2023
LLYELI LILLY & Co	$18.1M	0.28%	0.00%	+2.0%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$17.6M	0.28%	0.02%	+0.4%	Q4 2023
PEPPepsico Inc	$17.5M	0.27%	0.01%	-32.3%	Q4 2023
HDHome Depot, Inc.	$17.4M	0.27%	0.00%	-1.6%	Q4 2023
ORCLOracle Corp	$17.3M	0.27%	0.00%	-49.3%	Q4 2023
CRMSalesforce, Inc.	$15.8M	0.25%	0.01%	+1.1%	Q4 2023
EPDEnterprise Products Partners L.P.	$15.8M	0.25%	0.02%	+0.3%	Q4 2023
KOCoca Cola Co	$15.4M	0.24%	0.00%	-4.0%	Q4 2023
ABTAbbott Laboratories	$15.2M	0.24%	0.01%	+2.7%	Q4 2023
ALLAllstate Corp	$13.9M	0.22%	0.02%	+0.1%	Q4 2023

Q1 2026Reported Apr 21, 2026348 positions
BRK.BBerkshire Hathaway Inc	$468M	7.58%	Not reported	+20.2%	Q4 2023
AAPLApple Inc.	$247M	4.01%	0.01%	-2.5%	Q4 2023
MSFTMicrosoft Corp	$169M	2.74%	0.01%	+57.7%	Q4 2023
GOOGAlphabet Inc.	$156M	2.52%	Not reported	+3.7%	Q4 2023
GOOGLAlphabet Inc.	$107M	1.74%	0.00%	+3.3%	Q4 2023
JPMJPMorgan Chase & Co	$91.8M	1.49%	0.01%	+5.7%	Q4 2023
GLDSPDR Gold Trust	$87.3M	1.41%	0.05%	+25.2%	Q4 2023
AMZNAmazon Com Inc	$84.9M	1.38%	0.00%	+18.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$84.4M	1.37%	Not reported	+12.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$81.8M	1.32%	Not reported	+39.4%	Q4 2023
CATCaterpillar Inc	$63.7M	1.03%	0.02%	-1.3%	Q4 2023
RTXRTX Corp	$55.7M	0.90%	0.02%	+5.0%	Q4 2023
AVGOBroadcom Inc.	$49.5M	0.80%	0.00%	+10.2%	Q4 2023
FDXFedex Corp	$47.2M	0.76%	0.06%	+5.9%	Q4 2023
TMOThermo Fisher Scientific Inc.	$44.4M	0.72%	0.02%	+7.1%	Q4 2023
COSTCostco Wholesale Corp	$43.1M	0.70%	0.01%	+0.1%	Q4 2023
NVDANvidia Corp	$42.6M	0.69%	0.00%	+151.4%	Q4 2023
CVXChevron Corp	$41.5M	0.67%	0.01%	+0.5%	Q4 2023
BACBank of America Corp	$40.1M	0.65%	0.01%	+7.7%	Q4 2023
LOWLowes Companies Inc	$39.6M	0.64%	0.03%	+1.6%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$37.4M	0.60%	Not reported	+118.9%	Q4 2023
ABBVAbbVie Inc.	$34.5M	0.56%	0.01%	+5.3%	Q4 2023
ORCLOracle Corp	$34.2M	0.55%	0.01%	+122.4%	Q4 2023
UNPUnion Pacific Corp	$32.6M	0.53%	0.02%	+5.2%	Q4 2023
TELTE Connectivity plc	$31.5M	0.51%	0.05%	-0.2%	Q4 2023
LINLinde PLC	$30.6M	0.50%	0.01%	+3.5%	Q4 2023
PEPPepsico Inc	$29.6M	0.48%	0.01%	+121.6%	Q4 2023
BRK.ABerkshire Hathaway Inc	$29.4M	0.48%	Not reported	+2.5%	Q4 2023
WMTWalmart Inc.	$29.1M	0.47%	0.00%	+14.9%	Q4 2023
JNJJohnson & Johnson	$28.1M	0.45%	0.00%	+12.6%	Q4 2023
VVisa Inc.	$26.6M	0.43%	0.00%	+12.2%	Q4 2023
MAMastercard Inc	$24.9M	0.40%	0.00%	+28.2%	Q4 2023
FITBFifth Third Bancorp	$22.5M	0.36%	0.05%	-9.9%	Q4 2023
BLKBlackRock, Inc.	$22M	0.36%	0.01%	+2.1%	Q4 2023
JJacobs Solutions Inc.	$21.8M	0.35%	0.15%	+2.2%	Q4 2023
ACNAccenture plc	$21.8M	0.35%	0.02%	+6.7%	Q4 2023
AXPAmerican Express Co	$21.3M	0.34%	0.01%	+2.8%	Q4 2023
SYKStryker Corp	$21.2M	0.34%	0.02%	+9.8%	Q4 2023
DISWalt Disney Co	$21.1M	0.34%	0.01%	+7.8%	Q4 2023
UNHUnitedhealth Group Inc	$19.6M	0.32%	0.01%	+28.0%	Q4 2023
METAMeta Platforms, Inc.	$19.2M	0.31%	Not reported	+57.1%	Q4 2023
GLWCorning Inc	$19.2M	0.31%	0.02%	+6.4%	Q4 2023
CRMSalesforce, Inc.	$18.6M	0.30%	0.01%	+8.5%	Q4 2023
PMPhilip Morris International Inc.	$18M	0.29%	0.01%	+99.1%	Q4 2023
ABTAbbott Laboratories	$16.8M	0.27%	0.01%	+0.6%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$16.6M	0.27%	Not reported	+22.3%	Q4 2023
HDHome Depot, Inc.	$16.5M	0.27%	0.01%	+18.7%	Q4 2023
PGPROCTER & GAMBLE Co	$16.2M	0.26%	0.00%	+93.3%	Q4 2023
EPDEnterprise Products Partners L.P.	$16.2M	0.26%	0.02%	+0.9%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$16.1M	0.26%	0.02%	+1.8%	Q4 2023

Q4 2025Reported Feb 5, 2026334 positions
BRK.BBerkshire Hathaway Inc	$408M	8.39%	Not reported	-15.7%	Q4 2023
AAPLApple Inc.	$272M	5.58%	0.01%	-5.1%	Q4 2023
GOOGAlphabet Inc.	$164M	3.37%	Not reported	-6.8%	Q4 2023
MSFTMicrosoft Corp	$140M	2.88%	0.00%	-12.4%	Q4 2023
GOOGLAlphabet Inc.	$113M	2.32%	0.00%	-7.9%	Q4 2023
JPMJPMorgan Chase & Co	$95.1M	1.95%	0.01%	-6.8%	Q4 2023
AMZNAmazon Com Inc	$79.5M	1.63%	0.00%	-15.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$78.7M	1.62%	Not reported	-14.5%	Q4 2023
GLDSPDR Gold Trust	$64.2M	1.32%	0.04%	-24.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$56.9M	1.17%	Not reported	-27.8%	Q4 2023
CATCaterpillar Inc	$52.2M	1.07%	0.02%	-2.5%	Q4 2023
RTXRTX Corp	$50.5M	1.04%	0.02%	-5.3%	Q4 2023
AVGOBroadcom Inc.	$50.3M	1.03%	0.00%	-31.4%	Q4 2023
TMOThermo Fisher Scientific Inc.	$48.9M	1.00%	0.02%	-5.6%	Q4 2023
BACBank of America Corp	$42M	0.86%	0.01%	-7.1%	Q4 2023
LOWLowes Companies Inc	$39.8M	0.82%	0.03%	+0.3%	Q4 2023
COSTCostco Wholesale Corp	$37.3M	0.77%	0.01%	-3.9%	Q4 2023
FDXFedex Corp	$36.2M	0.74%	0.05%	-4.1%	Q4 2023
ABBVAbbVie Inc.	$34.4M	0.71%	0.01%	-7.4%	Q4 2023
TELTE Connectivity plc	$34.3M	0.70%	0.05%	-0.6%	Q4 2023
CVXChevron Corp	$30.4M	0.62%	0.01%	-4.5%	Q4 2023
BRK.ABerkshire Hathaway Inc	$30.2M	0.62%	Not reported	-4.8%	Q4 2023
UNPUnion Pacific Corp	$29.6M	0.61%	0.02%	+0.4%	Q4 2023
ACNAccenture plc	$27.6M	0.57%	0.02%	+1.9%	Q4 2023
VVisa Inc.	$27.5M	0.57%	0.00%	-5.3%	Q4 2023
LINLinde PLC	$25.4M	0.52%	0.01%	-2.8%	Q4 2023
AXPAmerican Express Co	$25.3M	0.52%	0.01%	-8.6%	Q4 2023
FITBFifth Third Bancorp	$25.1M	0.52%	0.08%	-1.6%	Q4 2023
CRMSalesforce, Inc.	$24.4M	0.50%	0.01%	+0.3%	Q4 2023
BLKBlackRock, Inc.	$24M	0.49%	0.01%	-0.4%	Q4 2023
DISWalt Disney Co	$23.1M	0.47%	0.01%	-8.7%	Q4 2023
WMTWalmart Inc.	$22.7M	0.47%	0.00%	-16.0%	Q4 2023
JJacobs Solutions Inc.	$22.2M	0.46%	0.14%	-0.2%	Q4 2023
MAMastercard Inc	$22.2M	0.46%	0.00%	-27.0%	Q4 2023
JNJJohnson & Johnson	$21.1M	0.43%	0.00%	-13.7%	Q4 2023
SYKStryker Corp	$20.7M	0.42%	0.02%	-0.4%	Q4 2023
ORCLOracle Corp	$20.4M	0.42%	0.00%	-12.3%	Q4 2023
ABTAbbott Laboratories	$20.3M	0.42%	0.01%	-4.7%	Q4 2023
UNHUnitedhealth Group Inc	$18.7M	0.38%	0.01%	-3.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$18.2M	0.37%	Not reported	-9.3%	Q4 2023
NVDANvidia Corp	$18.1M	0.37%	0.00%	-12.5%	Q4 2023
LLYELI LILLY & Co	$15.1M	0.31%	0.00%	-9.6%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$15M	0.31%	0.02%	+1.1%	Q4 2023
HDHome Depot, Inc.	$14.5M	0.30%	0.00%	-19.1%	Q4 2023
METAMeta Platforms, Inc.	$14.1M	0.29%	Not reported	-39.2%	Q4 2023
KOCoca Cola Co	$13.7M	0.28%	0.00%	-5.2%	Q4 2023
EPDEnterprise Products Partners L.P.	$13.6M	0.28%	0.02%	-3.8%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$13.3M	0.27%	Not reported	-13.2%	Q4 2023
MCDMcdonalds Corp	$12.5M	0.26%	0.01%	-5.5%	Q4 2023
PEPPepsico Inc	$12.4M	0.25%	0.01%	-14.5%	Q4 2023

Q3 2025Reported Nov 12, 2025392 positions
BRK.BBerkshire Hathaway Inc	$485M	8.67%	Not reported	+1.0%	Q4 2023
AAPLApple Inc.	$268M	4.80%	0.01%	-1.0%	Q4 2023
MSFTMicrosoft Corp	$171M	3.06%	0.00%	-0.1%	Q4 2023
GOOGAlphabet Inc.	$137M	2.45%	Not reported	-1.1%	Q4 2023
JPMJPMorgan Chase & Co	$99.8M	1.79%	0.01%	-0.9%	Q4 2023
GOOGLAlphabet Inc.	$95.2M	1.70%	0.00%	-1.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$89.9M	1.61%	Not reported	-1.6%	Q4 2023
AMZNAmazon Com Inc	$89.5M	1.60%	0.00%	-0.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$77.3M	1.38%	Not reported	-3.8%	Q4 2023
GLDSPDR Gold Trust	$76.2M	1.36%	0.06%	+1.0%	Q4 2023
AVGOBroadcom Inc.	$69.8M	1.25%	0.00%	-3.7%	Q4 2023
RTXRTX Corp	$48.6M	0.87%	0.02%	-0.6%	Q4 2023
CATCaterpillar Inc	$44.6M	0.80%	0.02%	-1.6%	Q4 2023
TMOThermo Fisher Scientific Inc.	$43.4M	0.78%	0.02%	+1.1%	Q4 2023
BACBank of America Corp	$42.4M	0.76%	0.01%	-0.2%	Q4 2023
COSTCostco Wholesale Corp	$41.7M	0.75%	0.01%	-0.9%	Q4 2023
LOWLowes Companies Inc	$41.4M	0.74%	0.03%	+1.0%	Q4 2023
ABBVAbbVie Inc.	$37.6M	0.67%	0.01%	+2.3%	Q4 2023
ORCLOracle Corp	$33.5M	0.60%	0.00%	-1.0%	Q4 2023
TELTE Connectivity plc	$33.3M	0.60%	0.05%	-0.5%	Q4 2023
CVXChevron Corp	$32.4M	0.58%	0.01%	+0.8%	Q4 2023
BRK.ABerkshire Hathaway Inc	$31.7M	0.57%	Not reported	+2.4%	Q4 2023
FDXFedex Corp	$30.8M	0.55%	0.06%	-0.7%	Q4 2023
MAMastercard Inc	$30.3M	0.54%	0.00%	-1.1%	Q4 2023
UNPUnion Pacific Corp	$30.1M	0.54%	0.02%	+1.1%	Q4 2023
LINLinde PLC	$29.1M	0.52%	0.01%	-0.1%	Q4 2023
VVisa Inc.	$28.3M	0.51%	0.00%	+146.6%	Q4 2023
BLKBlackRock, Inc.	$26.2M	0.47%	0.01%	+1.2%	Q4 2023
METAMeta Platforms, Inc.	$25.9M	0.46%	Not reported	+0.3%	Q4 2023
DISWalt Disney Co	$25.5M	0.46%	0.01%	-1.1%	Q4 2023
JJacobs Solutions Inc.	$25.2M	0.45%	0.14%	-0.9%	Q4 2023
WMTWalmart Inc.	$25M	0.45%	0.00%	-0.5%	Q4 2023
ACNAccenture plc	$24.9M	0.45%	0.02%	+0.6%	Q4 2023
AXPAmerican Express Co	$24.9M	0.45%	0.01%	-1.0%	Q4 2023
FITBFifth Third Bancorp	$24.3M	0.43%	0.08%	-6.5%	Q4 2023
ABTAbbott Laboratories	$22.8M	0.41%	0.01%	+0.6%	Q4 2023
JNJJohnson & Johnson	$21.9M	0.39%	0.00%	-2.1%	Q4 2023
SYKStryker Corp	$21.9M	0.39%	0.02%	+0.7%	Q4 2023
CRMSalesforce, Inc.	$21.8M	0.39%	0.01%	+1.3%	Q4 2023
HDHome Depot, Inc.	$21.1M	0.38%	0.01%	+0.7%	Q4 2023
NVDANvidia Corp	$20.7M	0.37%	0.00%	+3.3%	Q4 2023
UNHUnitedhealth Group Inc	$20.2M	0.36%	0.01%	+0.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$19.6M	0.35%	Not reported	+4.9%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$15.1M	0.27%	Not reported	-0.4%	Q4 2023
PEPPepsico Inc	$14.1M	0.25%	0.01%	-53.5%	Q4 2023
EPDEnterprise Products Partners L.P.	$13.8M	0.25%	0.02%	-0.2%	Q4 2023
KOCoca Cola Co	$13.7M	0.25%	0.00%	+0.2%	Q4 2023
IAUIshares Gold Trust	$13.6M	0.24%	0.02%	+0.1%	Q4 2023
HLTHilton Worldwide Holdings Inc.	$13.4M	0.24%	0.02%	-0.2%	Q4 2023
MCDMcdonalds Corp	$13.2M	0.24%	0.01%	-0.3%	Q4 2023

Premium opens every quarter this fund has filed