Mesirow Financial Investment Management, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.18B
Q ending 2026-03-31
Prior quarter
$4.87B
Q ending 2025-12-31
Change
+26.8% QoQ · +19.7% YoY
Positions
517
reported holdings
Largest positions
Top 100 of 517 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $468.0M | 977K |
| Vaneck Etf Trust | MOAT | Shares | $258.7M | 2.7M |
| Apple Inc | AAPL | Shares | $247.4M | 975K |
| Ishares Tr | IJR | Shares | $195.0M | 1.6M |
| Microsoft Corp | MSFT | Shares | $169.1M | 457K |
| Ishares Tr | IVV | Shares | $159.2M | 244K |
| Investment Managers Ser Tr I | FPAG | Shares | $158.3M | 4.4M |
| Alphabet Inc | GOOG | Shares | $155.8M | 543K |
| Ishares Tr | ITOT | Shares | $150.2M | 1.1M |
| Ishares Tr | IJH | Shares | $139.4M | 2.1M |
| Vanguard Index Fds | VOO | Shares | $124.2M | 208K |
| Ishares Tr | IWR | Shares | $109.5M | 1.1M |
| Alphabet Inc | GOOGL | Shares | $107.2M | 373K |
| Jpmorgan Chase & Co | JPM | Shares | $91.8M | 312K |
| Spdr Gold Tr | GLD | Shares | $87.3M | 203K |
| Amazon Com Inc | AMZN | Shares | $84.9M | 408K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $84.4M | 130K |
| Vanguard Whitehall Fds | VYM | Shares | $81.8M | 552K |
| Ishares Tr | IWF | Shares | $75.4M | 177K |
| Vanguard Star Fds | VXUS | Shares | $75.0M | 973K |
| Ishares Tr | EFA | Shares | $70.3M | 724K |
| Ishares Tr | SGOV | Shares | $69.5M | 691K |
| Caterpillar Inc | CAT | Shares | $63.7M | 90K |
| Rtx Corporation | RTX | Shares | $55.7M | 289K |
| T Rowe Price Etf Inc | TCAF | Shares | $54.4M | 1.5M |
| Ishares Tr | SHY | Shares | $53.0M | 642K |
| Broadcom Inc | AVGO | Shares | $49.5M | 160K |
| Fedex Corp | FDX | Shares | $47.2M | 133K |
| Thermo Fisher Scientific Inc | TMO | Shares | $44.4M | 90K |
| Ishares Tr | IWD | Shares | $44.3M | 207K |
| Costco Wholesale Corporation | COST | Shares | $43.1M | 43K |
| Rbb Fund Trust | FEGE | Shares | $43.1M | 918K |
| Vanguard Index Fds | VUG | Shares | $43.0M | 98K |
| Nvidia Corporation | NVDA | Shares | $42.6M | 244K |
| Vanguard Tax-Managed Fds | VEA | Shares | $42.5M | 664K |
| Vanguard Specialized Funds | VIG | Shares | $42.4M | 197K |
| Profesionally Managed Portfo | AKRE | Shares | $42.1M | 797K |
| Chevron Corporation | CVX | Shares | $41.5M | 200K |
| Ishares Tr | IVE | Shares | $41.0M | 194K |
| Vanguard Index Fds | VTV | Shares | $40.8M | 208K |
| Bank America Corp | BAC | Shares | $40.1M | 822K |
| Ishares Tr | IEFA | Shares | $39.8M | 440K |
| Lowes Cos Inc | LOW | Shares | $39.6M | 168K |
| Invesco Qqq Tr | QQQ | Shares | $37.4M | 65K |
| Ishares Tr | AOR | Shares | $36.2M | 563K |
| Ishares Tr | IWP | Shares | $35.7M | 278K |
| Abbvie Inc | ABBV | Shares | $34.5M | 159K |
| Oracle Corp | ORCL | Shares | $34.2M | 232K |
| Union Pac Corp | UNP | Shares | $32.6M | 134K |
| Te Connectivity Plc | Shares | $31.5M | 151K | |
| Vanguard World Fd | MGC | Shares | $31.3M | 133K |
| Linde Plc | Shares | $30.6M | 62K | |
| Vanguard Scottsdale Fds | VCSH | Shares | $29.8M | 376K |
| Pepsico Inc | PEP | Shares | $29.6M | 191K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $29.4M | 41 |
| Walmart Inc | WMT | Shares | $29.1M | 235K |
| Vanguard Intl Equity Index F | VT | Shares | $28.5M | 206K |
| Johnson & Johnson | JNJ | Shares | $28.1M | 115K |
| Vanguard Index Fds | VOE | Shares | $27.3M | 148K |
| Visa Inc | V | Shares | $26.6M | 88K |
| Mastercard Incorporated | MA | Shares | $24.9M | 50K |
| Vanguard Index Fds | VTI | Shares | $24.7M | 77K |
| Vanguard Index Fds | VO | Shares | $24.2M | 84K |
| Ssga Active Etf Tr | GAL | Shares | $24.0M | 485K |
| Ishares Tr | IWM | Shares | $23.6M | 95K |
| Fifth Third Bancorp | FITB | Shares | $22.5M | 484K |
| Blackrock Inc | BLK | Shares | $22.0M | 23K |
| Jacobs Solutions Inc | J | Shares | $21.8M | 171K |
| Accenture Plc Ireland | Shares | $21.8M | 110K | |
| Ishares Tr | IBDR | Shares | $21.4M | 883K |
| American Express Co | AXP | Shares | $21.3M | 70K |
| Stryker Corporation | SYK | Shares | $21.2M | 65K |
| Disney Walt Co | DIS | Shares | $21.1M | 219K |
| Unitedhealth Group Inc | UNH | Shares | $19.6M | 73K |
| Meta Platforms Inc | META | Shares | $19.2M | 34K |
| Corning Inc | GLW | Shares | $19.2M | 141K |
| Ishares Tr | EEM | Shares | $18.7M | 330K |
| Salesforce Inc | CRM | Shares | $18.6M | 100K |
| Vanguard Scottsdale Fds | VONG | Shares | $18.5M | 168K |
| Ishares Tr | IVW | Shares | $18.4M | 162K |
| Philip Morris Intl Inc | PM | Shares | $18.0M | 109K |
| Ishares Tr | IBDS | Shares | $17.9M | 739K |
| Ishares Inc | IEMG | Shares | $17.6M | 253K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $17.0M | 84K |
| Abbott Laboratories | ABT | Shares | $16.8M | 163K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $16.6M | 27K |
| Home Depot Inc | HD | Shares | $16.5M | 50K |
| Procter & Gamble Co | PG | Shares | $16.2M | 112K |
| Enterprise Prods Partners L | EPD | Shares | $16.2M | 429K |
| Ishares Tr | IBDT | Shares | $16.2M | 638K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $16.1M | 53K |
| Spdr Series Trust | SDY | Shares | $16.1M | 110K |
| Conocophillips | COP | Shares | $15.5M | 117K |
| Nike Inc | NKE | Shares | $15.4M | 292K |
| Capital Group Core Balanced | CGBL | Shares | $15.1M | 439K |
| Coca Cola Co | KO | Shares | $15.0M | 197K |
| Schwab Strategic Tr | SCHD | Shares | $14.8M | 482K |
| Exxon Mobil Corp | XOM | Shares | $14.6M | 86K |
| Invesco Exchange Traded Fd T | RSP | Shares | $14.2M | 74K |
| Ishares Gold Tr | IAU | Shares | $14.0M | 159K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.