Funds › Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc.
13F for Q3 2026, filed Nov 5, 2026. 552 positions worth $6.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$6.5B
+$103.6M (1.6%) vs Q2 2026
Positions
552
529 in Q2 2026
Top 10 share
36.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc. Class B | 986,760 | $491.4M | 7.6% | +0.6% | 13F ↗ |
| 2 | AAPL Apple Inc. | 1.01M | $336.3M | 5.2% | -0.1% | 13F ↗ |
| 3 | Vaneck ETF Trust Mrngstr Wde Moat | 2.64M | $279.0M | 4.3% | -0.3% | 13F ↗ |
| 4 | iShares Tr Core S&P Scp Etf | 1.66M | $226.0M | 3.5% | +2.7% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 248,427 | $190.3M | 2.9% | +0.6% | 13F ↗ |
| 6 | GOOG Alphabet Inc. Class C | 547,450 | $186.5M | 2.9% | -2.2% | 13F ↗ |
| 7 | iShares Tr Core S&P Ttl Stk | 1.09M | $181.6M | 2.8% | +1.4% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 314,464 | $161.3M | 2.5% | +0.1% | 13F ↗ |
| 9 | Vanguard Index Fds S&P 500 Etf Shs | 221,203 | $155.0M | 2.4% | +0.9% | 13F ↗ |
| 10 | GOOGL Alphabet Inc. Class A | 362,399 | $124.7M | 1.9% | -1.4% | 13F ↗ |
| 11 | iShares Tr Core S&P Mcp Etf | 1.48M | $106.6M | 1.6% | +19.4% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 419,247 | $104.5M | 1.6% | +2.2% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 314,917 | $104.2M | 1.6% | +0.1% | 13F ↗ |
| 14 | Vanguard Star Fds | 1.16M | $98.9M | 1.5% | +5.9% | 13F ↗ |
| 15 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 128,064 | $97.7M | 1.5% | -2.3% | 13F ↗ |
| 16 | iShares Tr 0-3 Mth Treasury | 903,815 | $91.0M | 1.4% | +16.0% | 13F ↗ |
| 17 | Investment Managers Ser Tr I Fpa Gbl Eqty Etf | 2.20M | $90.1M | 1.4% | +2.8% | 13F ↗ |
| 18 | iShares Tr Rus 1000 Grw Etf | 711,560 | $89.1M | 1.4% | +0.9% | 13F ↗ |
| 19 | Vanguard Whitehall Fds High Div Yld | 550,516 | $85.4M | 1.3% | -0.6% | 13F ↗ |
| 20 | GLD SPDR Gold Shares · Gold Shs | 198,727 | $75.7M | 1.2% | +1.5% | 13F ↗ |
| 21 | T Rowe Price Exchange-Traded Cap Appreciation | 1.64M | $69.5M | 1.1% | +4.2% | 13F ↗ |
| 22 | Rbb Fund Trust First Eagle Gbl | 1.32M | $66.0M | 1.0% | +23.6% | 13F ↗ |
| 23 | CAT Caterpillar, Inc. | 80,321 | $65.1M | 1.0% | -10.0% | 13F ↗ |
| 24 | TMO Thermo Fisher Scientific Inc | 93,109 | $62.9M | 1.0% | +1.4% | 13F ↗ |
| 25 | Vanguard Index Fds Mrngstr Grwt Etf | 632,294 | $57.0M | 0.9% | +1.6% | 13F ↗ |
| 26 | iShares Tr Equity Etf | 531,848 | $56.8M | 0.9% | -3.8% | 13F ↗ |
| 27 | RTX RTX Corporation | 291,237 | $54.1M | 0.8% | +0.4% | 13F ↗ |
| 28 | AVGO Broadcom Inc. | 151,168 | $53.1M | 0.8% | +0.3% | 13F ↗ |
| 29 | iShares Tr Rus 1000 Val Etf | 196,627 | $48.7M | 0.8% | +0.1% | 13F ↗ |
| 30 | iShares Tr Core Msci Eafe | 484,537 | $46.9M | 0.7% | +6.8% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Val Etf | 216,649 | $46.8M | 0.7% | +2.4% | 13F ↗ |
| 32 | Vanguard Tax-Managed Fds | 656,969 | $46.4M | 0.7% | -0.9% | 13F ↗ |
| 33 | Vanguard Specialized Funds Div App Etf | 196,055 | $45.7M | 0.7% | -0.7% | 13F ↗ |
| 34 | BAC Bank of America Corporation | 804,933 | $43.8M | 0.7% | -1.1% | 13F ↗ |
| 35 | ABBV AbbVie Inc. | 160,933 | $42.1M | 0.7% | +1.2% | 13F ↗ |
| 36 | Vanguard World Fd Mrngstr Cap Etf | 148,676 | $42.0M | 0.6% | +2.4% | 13F ↗ |
| 37 | CVX Chevron Corporation | 197,806 | $40.4M | 0.6% | -0.6% | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 42,497 | $38.7M | 0.6% | -4.1% | 13F ↗ |
| 39 | iShares Tr Core 60 Bala Etf | 557,503 | $38.2M | 0.6% | -1.5% | 13F ↗ |
| 40 | iShares Tr Msci Eafe Etf | 366,890 | $38.1M | 0.6% | Unchanged | 13F ↗ |
| 41 | FDX FedEx Corporation | 133,691 | $38.1M | 0.6% | +0.6% | 13F ↗ |
| 42 | UNP Union Pacific Corporation | 134,568 | $36.6M | 0.6% | Unchanged | 13F ↗ |
| 43 | Profesionally Managed Portfo Akre Focus Etf | 634,049 | $33.4M | 0.5% | -52.9% | 13F ↗ |
| 44 | Vanguard International Equity Index F Tt Wrld St Etf | 205,722 | $32.5M | 0.5% | -1.6% | 13F ↗ |
| 45 | V Visa Inc. | 89,966 | $32.3M | 0.5% | +1.0% | 13F ↗ |
| 46 | TEL TE Connectivity plc | 151,273 | $31.9M | 0.5% | +0.2% | 13F ↗ |
| 47 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 409,446 | $31.6M | 0.5% | +1.3% | 13F ↗ |
| 48 | LOW Lowe's Companies, Inc. | 171,206 | $31.6M | 0.5% | +1.3% | 13F ↗ |
| 49 | JNJ Johnson & Johnson | 116,702 | $30.9M | 0.5% | +0.9% | 13F ↗ |
| 50 | NVDA NVIDIA Corporation | 134,012 | $30.6M | 0.5% | +1.5% | 13F ↗ |
Showing the top 50 of 552 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
44 new, 272 added to, 164 trimmed, 21 exited, 72 unchanged. By estimated dollars.
New positions (44)
| XOM ExxonMobil Holdings Corporation | 82,356 | New | $13.4M |
| Invesco Exch Trd Slf Idx Fd Invsco Blsh 28 | 260,895 | New | $5.3M |
| Invesco Exch Trd Slf Idx Fd Buletshs 2029 | 277,288 | New | $5.0M |
| OKE ONEOK, Inc. | 39,162 | New | $3.3M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 33,929 | New | $2.8M |
| PTY Pimco Corporate & Income Opportunity Fund | 113,949 | New | $1.3M |
| PDI PIMCO Dynamic Income Fund | 88,647 | New | $1.2M |
| WAB Westinghouse Air Brake Technologies Corporation | 1,819 | New | $522.4K |
| Pacer Fds Tr Us Cash Cows 100 | 6,708 | New | $447.8K |
| iShares Tr Ibonds Dec 2030 | 19,097 | New | $403.7K |
Added to (272)
| iShares Tr Core S&P Mcp Etf | 1.48M | +19.4% | $17.3M |
| Rbb Fund Trust First Eagle Gbl | 1.32M | +23.6% | $12.6M |
| iShares Tr 0-3 Mth Treasury | 903,815 | +16.0% | $12.6M |
| Investment Managers Ser Tr Fpa Global Alloc | 830,648 | +133% | $11.7M |
| SYK Stryker Corporation | 104,547 | +58.9% | $10.7M |
| iShares Tr Core S&P Scp Etf | 1.66M | +2.7% | $5.8M |
| Vanguard Star Fds | 1.16M | +5.9% | $5.5M |
| BRK-B Berkshire Hathaway Inc. Class B | 986,760 | +0.6% | $3.2M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 59,579 | +233% | $3.2M |
| iShares Tr Core Msci Eafe | 484,537 | +6.8% | $3.0M |
Trimmed (164)
| Profesionally Managed Portfo Akre Focus Etf | 634,049 | -52.9% | -$37.6M |
| CAT Caterpillar, Inc. | 80,321 | -10.0% | -$7.3M |
| iShares Tr Ibds DEC28 Etf | 464,658 | -28.9% | -$4.7M |
| GOOG Alphabet Inc. Class C | 547,450 | -2.2% | -$4.1M |
| iShares Tr Ibonds Dec 29 | 445,797 | -25.6% | -$3.5M |
| PFE Pfizer, Inc. | 279,656 | -30.0% | -$3.4M |
| FITB Fifth Third Bancorp | 400,767 | -13.5% | -$3.2M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 128,064 | -2.3% | -$2.3M |
| iShares Tr Equity Etf | 531,848 | -3.8% | -$2.3M |
| GOOGL Alphabet Inc. Class A | 362,399 | -1.4% | -$1.8M |
Exited (21)
| Exxon Mobil Corp | 62,826 | Exited | -$8.6M |
| COMP Compass, Inc. | 340,959 | Exited | -$4.2M |
| Oneok Inc | 37,797 | Exited | -$3.3M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 33,901 | Exited | -$2.8M |
| KHC The Kraft Heinz Company | 21,560 | Exited | -$509.3K |
| iShares Tr 7-10 Yr Trsy Bd | 3,860 | Exited | -$365.1K |
| iShares Tr Global Tech Etf | 2,204 | Exited | -$318.5K |
| APP AppLovin Corporation | 579 | Exited | -$298.3K |
| NAMS NewAmsterdam Pharma Company N.V. | 7,465 | Exited | -$253.0K |
| DTM DT Midstream, Inc. | 1,699 | Exited | -$249.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 552 | $6.5B | Current | SEC ↗ |
| Q2 2026 | Jul 22, 2026 | 13F-HR | 529 | $6.4B | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 517 | $6.2B | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 485 | $4.9B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 554 | $5.6B | Current | SEC ↗ |
| Q2 2025 | Aug 4, 2025 | 13F-HR | 536 | $5.1B | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 593 | $5.2B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer