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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mesirow Financial Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $120.0B |
| LPL Financial LLC | 80 / 80 | $109.5B |
| HighTower Advisors, LLC | 80 / 80 | $36.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.7B |
| MORGAN STANLEY | 79 / 80 | $644.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $555.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $531.1B |
| WELLS FARGO & COMPANY/MN | 79 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $490.6M | 980.4K | 7.7% | ▲+0.4% Added · +4K sh | |
| 2 | Apple Inc COM | $292.6M | 1.01M | 4.6% | ▲+3.8% Added · +37K sh | |
| 3 | Vaneck ETF Trust MRNGSTR WDE MOAT | $275.2M | 2.65M | 4.3% | ▼−1.0% Reduced · −28K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $240.0M | 1.62M | 3.8% | ▲+3.2% Added · +50K sh | |
| 5 | Alphabet Inc CAP STK CL C | $197.7M | 559.5K | 3.1% | ▲+3.0% Added · +16K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $185.0M | 247.0K | 2.9% | ▲+1.3% Added · +3K sh | |
| 7 | Ishares TR CORE S&P TTL STK | $176.9M | 1.08M | 2.8% | ▲+2.1% Added · +22K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $150.6M | 219.3K | 2.4% | ▲+5.5% Added · +11K sh | |
| 9 | Alphabet Inc CAP STK CL A | $131.4M | 367.7K | 2.1% | ▼−1.3% Reduced · −5K sh | |
| 10 | Microsoft Corp COM | $117.2M | 314.3K | 1.8% | ▼−31% Reduced · −142K sh | |
| 11 | JPMorgan Chase & Co COM | $103.0M | 314.5K | 1.6% | ▲+0.8% Added · +3K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $97.9M | 131.0K | 1.5% | ▲+0.9% Added · +1K sh | |
| 13 | Amazon Com Inc COM | $97.8M | 410.2K | 1.5% | ▲+0.6% Added · +2K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $95.6M | 1.24M | 1.5% | ▼−40% Reduced · −824K sh | |
| 15 | Caterpillar Inc COM | $95.1M | 89.3K | 1.5% | ▼−0.7% Reduced · −649 sh | |
| 16 | Vanguard Star FDS VG TL INTL STK F | $94.0M | 1.10M | 1.5% | ▲+13% Added · +127K sh | |
| 17 | Ishares TR RUS 1000 GRW ETF | $87.6M | 705.5K | 1.4% | ▲+299% Added · +529K sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $87.6M | 554.0K | 1.4% | ▲+0.3% Added · +2K sh | |
| 19 | Investment Managers Ser TR I FPA GBL EQTY ETF | $86.1M | 2.14M | 1.4% | ▼−51% Reduced · −2.2M sh | |
| 20 | Ishares TR 0-3 MTH TREASURY | $78.4M | 779.0K | 1.2% | ▲+13% Added · +88K sh | |
| 21 | SPDR Gold TR GOLD SHS | $72.2M | 195.9K | 1.1% | ▼−3.4% Reduced · −7K sh | |
| 22 | Profesionally Managed Portfo AKRE FOCUS ETF | $71.7M | 1.35M | 1.1% | ▲+69% Added · +550K sh | |
| 23 | T Rowe Price Exchange-Traded CAP APPRECIATION | $64.8M | 1.58M | 1.0% | ▲+3.2% Added · +49K sh | |
| 24 | Ishares TR RUS MID CAP ETF | $61.0M | 553.0K | 1.0% | ▼−51% Reduced · −573K sh | |
| 25 | Broadcom Inc COM | $56.9M | 150.7K | 0.9% | ▼−5.8% Reduced · −9K sh | |
| 26 | RTX Corporation COM | $55.1M | 290.2K | 0.9% | ▲+0.4% Added · +1K sh | |
| 27 | Vanguard Index FDS GROWTH ETF | $53.6M | 622.4K | 0.8% | ▲+533% Added · +524K sh | |
| 28 | RBB Fund Trust FIRST EAGLE GBL | $52.1M | 1.06M | 0.8% | ▲+16% Added · +147K sh | |
| 29 | Ishares TR RUS 1000 VAL ETF | $47.6M | 196.5K | 0.7% | ▼−5.2% Reduced · −11K sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $47.3M | 663.2K | 0.7% | ▼−0.1% Reduced · −433 sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $46.7M | 197.5K | 0.7% | ▲+0.3% Added · +551 sh | |
| 32 | Bank Of Amer Corp COM | $46.4M | 814.0K | 0.7% | ▼−1.0% Reduced · −8K sh | |
| 33 | Vanguard Index FDS VALUE ETF | $46.1M | 211.6K | 0.7% | ▲+1.7% Added · +4K sh | |
| 34 | Thermo Fisher Scientific Inc COM | $46.0M | 91.8K | 0.7% | ▲+1.6% Added · +1K sh | |
| 35 | Ishares TR CORE MSCI EAFE | $43.8M | 453.5K | 0.7% | ▲+3.1% Added · +14K sh | |
| 36 | Fedex Corp COM | $41.6M | 132.9K | 0.7% | ▲+0.3% Added · +426 sh | |
| 37 | Costco Wholesale Corporation COM | $41.5M | 44.3K | 0.7% | ▲+2.4% Added · +1K sh | |
| 38 | Abbvie Inc COM | $40.0M | 159.0K | 0.6% | ▲+0.3% Added · +459 sh | |
| 39 | Vanguard World FD MEGA CAP INDEX | $39.7M | 145.2K | 0.6% | ▲+9.5% Added · +13K sh | |
| 40 | Ishares TR CORE 60 BALA ETF | $39.3M | 565.7K | 0.6% | ▲+0.5% Added · +3K sh | |
| 41 | Ishares TR MSCI EAFE ETF | $38.1M | 366.9K | 0.6% | ▼−49% Reduced · −357K sh | |
| 42 | Lowes Cos Inc COM | $37.3M | 169.0K | 0.6% | ▲+0.8% Added · +1K sh | |
| 43 | Union Pac Corp COM | $36.6M | 134.6K | 0.6% | ▲+0.1% Added · +207 sh | |
| 44 | Corning Inc COM | $36.1M | 141.4K | 0.6% | ▼~0% Reduced · −41 sh | |
| 45 | Chevron Corporation COM | $33.0M | 199.0K | 0.5% | ▼−0.7% Reduced · −1K sh | |
| 46 | Vanguard Intl Equity Index F TT WRLD ST ETF | $32.8M | 209.2K | 0.5% | ▲+1.6% Added · +3K sh | |
| 47 | Linde PLC SHS | $32.1M | 61.8K | 0.5% | ▲+0.1% Added · +82 sh | |
| 48 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $31.9M | 404.1K | 0.5% | ▲+7.3% Added · +28K sh | |
| 49 | Visa Inc COM CL A | $30.6M | 89.0K | 0.5% | ▲+1.1% Added · +967 sh | |
| 50 | Te Connectivity PLC ORD SHS | $30.4M | 151.0K | 0.5% | ▲+0.3% Added · +419 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1469475/holdings"
Use Arkolith to show Mesirow Financial Investment Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 529 | $6.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 517 | $6.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 485 | $4.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 554 | $5.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 536 | $5.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 593 | $5.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 596 | $5.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 646 | $5.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 508 | $4.4B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 525 | $4.4B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 565 | $2.7B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 81 | $23.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 79 | $23.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 12, 2023 | 73 | $24.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 19, 2023 | 77 | $23.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 71 | $21.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 20, 2022 | 69 | $20.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 80 | $29.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 77 | $34.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 20, 2021 | 78 | $34.0M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 85 | $39.1M | 13F-HR |
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.