Arkolith/Funds/Mesirow Financial Investment Management, Inc.

Mesirow Financial Investment Management, Inc.

CIK 1469475
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Mesirow Financial Investment Management, Inc. holds a diversified book of 529 stocks worth $6.4B as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the equity book.

Opened
38
bought for the first time
Added to
251
already held, bought more
Trimmed
185
sold some, still holds it
Sold out
26
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
35%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

49% mapped to company sectors

ETF / fund or unclassified
51%
Information Technology
16%
Financials
15%
Industrials
6%
Consumer Discretionary
5%
Health Care
3%
Materials
2%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Mesirow Financial Investment Management, Inc.

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC80 / 80$120.0B
LPL Financial LLC80 / 80$109.5B
HighTower Advisors, LLC80 / 80$36.9B
OSAIC HOLDINGS, INC.80 / 80$21.7B
MORGAN STANLEY79 / 80$644.3B
JPMORGAN CHASE & CO79 / 80$555.6B
BANK OF AMERICA CORP /DE/79 / 80$531.1B
WELLS FARGO & COMPANY/MN79 / 80$216.2B

Ranked by how many of Mesirow Financial Investment Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

529 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL B NEW
$490.6M980.4K
7.7%
+0.4%
Added · +4K sh
2Apple Inc
COM
$292.6M1.01M
4.6%
+3.8%
Added · +37K sh
3Vaneck ETF Trust
MRNGSTR WDE MOAT
$275.2M2.65M
4.3%
−1.0%
Reduced · −28K sh
4Ishares TR
CORE S&P SCP ETF
$240.0M1.62M
3.8%
+3.2%
Added · +50K sh
5Alphabet Inc
CAP STK CL C
$197.7M559.5K
3.1%
+3.0%
Added · +16K sh
6Ishares TR
CORE S&P500 ETF
$185.0M247.0K
2.9%
+1.3%
Added · +3K sh
7Ishares TR
CORE S&P TTL STK
$176.9M1.08M
2.8%
+2.1%
Added · +22K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$150.6M219.3K
2.4%
+5.5%
Added · +11K sh
9Alphabet Inc
CAP STK CL A
$131.4M367.7K
2.1%
−1.3%
Reduced · −5K sh
10Microsoft Corp
COM
$117.2M314.3K
1.8%
−31%
Reduced · −142K sh
11JPMorgan Chase & Co
COM
$103.0M314.5K
1.6%
+0.8%
Added · +3K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$97.9M131.0K
1.5%
+0.9%
Added · +1K sh
13Amazon Com Inc
COM
$97.8M410.2K
1.5%
+0.6%
Added · +2K sh
14Ishares TR
CORE S&P MCP ETF
$95.6M1.24M
1.5%
−40%
Reduced · −824K sh
15Caterpillar Inc
COM
$95.1M89.3K
1.5%
−0.7%
Reduced · −649 sh
16Vanguard Star FDS
VG TL INTL STK F
$94.0M1.10M
1.5%
+13%
Added · +127K sh
17Ishares TR
RUS 1000 GRW ETF
$87.6M705.5K
1.4%
+299%
Added · +529K sh
18Vanguard Whitehall FDS
HIGH DIV YLD
$87.6M554.0K
1.4%
+0.3%
Added · +2K sh
19Investment Managers Ser TR I
FPA GBL EQTY ETF
$86.1M2.14M
1.4%
−51%
Reduced · −2.2M sh
20Ishares TR
0-3 MTH TREASURY
$78.4M779.0K
1.2%
+13%
Added · +88K sh
21SPDR Gold TR
GOLD SHS
$72.2M195.9K
1.1%
−3.4%
Reduced · −7K sh
22Profesionally Managed Portfo
AKRE FOCUS ETF
$71.7M1.35M
1.1%
+69%
Added · +550K sh
23T Rowe Price Exchange-Traded
CAP APPRECIATION
$64.8M1.58M
1.0%
+3.2%
Added · +49K sh
24Ishares TR
RUS MID CAP ETF
$61.0M553.0K
1.0%
−51%
Reduced · −573K sh
25Broadcom Inc
COM
$56.9M150.7K
0.9%
−5.8%
Reduced · −9K sh
26RTX Corporation
COM
$55.1M290.2K
0.9%
+0.4%
Added · +1K sh
27Vanguard Index FDS
GROWTH ETF
$53.6M622.4K
0.8%
+533%
Added · +524K sh
28RBB Fund Trust
FIRST EAGLE GBL
$52.1M1.06M
0.8%
+16%
Added · +147K sh
29Ishares TR
RUS 1000 VAL ETF
$47.6M196.5K
0.7%
−5.2%
Reduced · −11K sh
30Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$47.3M663.2K
0.7%
−0.1%
Reduced · −433 sh
31Vanguard Specialized Funds
DIV APP ETF
$46.7M197.5K
0.7%
+0.3%
Added · +551 sh
32Bank Of Amer Corp
COM
$46.4M814.0K
0.7%
−1.0%
Reduced · −8K sh
33Vanguard Index FDS
VALUE ETF
$46.1M211.6K
0.7%
+1.7%
Added · +4K sh
34Thermo Fisher Scientific Inc
COM
$46.0M91.8K
0.7%
+1.6%
Added · +1K sh
35Ishares TR
CORE MSCI EAFE
$43.8M453.5K
0.7%
+3.1%
Added · +14K sh
36Fedex Corp
COM
$41.6M132.9K
0.7%
+0.3%
Added · +426 sh
37Costco Wholesale Corporation
COM
$41.5M44.3K
0.7%
+2.4%
Added · +1K sh
38Abbvie Inc
COM
$40.0M159.0K
0.6%
+0.3%
Added · +459 sh
39Vanguard World FD
MEGA CAP INDEX
$39.7M145.2K
0.6%
+9.5%
Added · +13K sh
40Ishares TR
CORE 60 BALA ETF
$39.3M565.7K
0.6%
+0.5%
Added · +3K sh
41Ishares TR
MSCI EAFE ETF
$38.1M366.9K
0.6%
−49%
Reduced · −357K sh
42Lowes Cos Inc
COM
$37.3M169.0K
0.6%
+0.8%
Added · +1K sh
43Union Pac Corp
COM
$36.6M134.6K
0.6%
+0.1%
Added · +207 sh
44Corning Inc
COM
$36.1M141.4K
0.6%
~0%
Reduced · −41 sh
45Chevron Corporation
COM
$33.0M199.0K
0.5%
−0.7%
Reduced · −1K sh
46Vanguard Intl Equity Index F
TT WRLD ST ETF
$32.8M209.2K
0.5%
+1.6%
Added · +3K sh
47Linde PLC
SHS
$32.1M61.8K
0.5%
+0.1%
Added · +82 sh
48Vanguard Scottsdale FDS
SHRT TRM CORP BD
$31.9M404.1K
0.5%
+7.3%
Added · +28K sh
49Visa Inc
COM CL A
$30.6M89.0K
0.5%
+1.1%
Added · +967 sh
50Te Connectivity PLC
ORD SHS
$30.4M151.0K
0.5%
+0.3%
Added · +419 sh
Showing 50 of 529 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026529$6.4B13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026517$6.2B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026485$4.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025554$5.6B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025536$5.1B13F-HR
Q1 2025Mar 31, 2025May 8, 2025593$5.2B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025596$5.0B13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024646$5.2B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024508$4.4B13F-HR/A
Q1 2024Mar 31, 2024Apr 25, 2024525$4.4B13F-HR/A
Q4 2023Dec 31, 2023Feb 13, 2024565$2.7B13F-HR/A
Q3 2023Sep 30, 2023Nov 6, 202381$23.0M13F-HR
Q2 2023Jun 30, 2023Jul 17, 202379$23.6M13F-HR
Q1 2023Mar 31, 2023Apr 12, 202373$24.1M13F-HR
Q4 2022Dec 31, 2022Jan 19, 202377$23.8M13F-HR
Q3 2022Sep 30, 2022Oct 26, 202271$21.0M13F-HR
Q2 2022Jun 30, 2022Jul 20, 202269$20.7M13F-HR
Q1 2022Mar 31, 2022May 2, 202280$29.7M13F-HR
Q4 2021Dec 31, 2021Jan 14, 202277$34.7M13F-HR
Q3 2021Sep 30, 2021Oct 20, 202178$34.0M13F-HR
Q2 2021Jun 30, 2021Jul 23, 202185$39.1M13F-HR
Amended / restated
  • Q2 2024 · filed Jul 16, 202413F-HR · superseded
  • Q1 2024 · filed Apr 19, 202413F-HR · superseded
  • Q4 2023 · filed Jan 10, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.