Mesirow Financial Investment Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Mesirow Financial Investment Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 593 holdings worth $5.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 593
Total Value: 5160168880
Accession Number: 0001085146-25-002744
Form Type: 13F-HR
CIK: 0001469475
Manager Name: Mesirow Financial Investment Management, Inc.

Data Enrichment

84% identified

496 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

593 positions • $5,160,168.88K total value

593 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

942730(-0.4%)

Value:

$502.1B(+17.1%)

Apple Inc.

AAPL|037833100

1102812(+0.2%)

Value:

$245.0B(-11.1%)

92189F643

2746441(-21.5%)

Value:

$241.7B(-25.5%)

464287150

ITOT|464287150

1908118(+88.7%)

Value:

$232.8B(+79.0%)

464287804

IJR|464287804

1469726(+0.7%)

Value:

$153.7B(-8.6%)

464287200

IVV|464287200

234620(+0.4%)

Value:

$131.9B(-4.2%)

MICROSOFT CORP

MSFT|594918104

313580(-0.8%)

Value:

$117.7B(-11.6%)

922908363

VOO|922908363

198821(+1.1%)

Value:

$102.2B(-3.5%)

464287499

IWR|464287499

1119648(+103.7%)

Value:

$95.2B(+96.0%)

Alphabet Inc.

GOOG|02079K107

590871(+2.8%)

Value:

$92.3B(-15.7%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

141781(+0.8%)

Value:

$79.3B(-3.8%)

JPMORGAN CHASE & CO

JPM|46625H100

315978(-1.0%)

Value:

$77.5B(+1.3%)

AMAZON COM INC

AMZN|023135106

405799(-2.9%)

Value:

$77.2B(-15.8%)

921946406

VYM|921946406

566079(+0.7%)

Value:

$73.0B(+1.8%)

SPDR GOLD TRUST

GLD|78463V107

243248(+2.2%)

Value:

$70.1B(+21.6%)

30254T577

2329383(+41.7%)

Value:

$70.0B(+40.6%)

464287614

IWF|464287614

191203(-0.8%)

Value:

$69.0B(-10.8%)

464287507

IJH|464287507

1141072(+137.4%)

Value:

$66.6B(+122.3%)

Alphabet Inc.

GOOGL|02079K305

399345(-2.8%)

Value:

$61.8B(-20.6%)

464287465

EFA|464287465

716012(+98.0%)

Value:

$58.5B(+114.0%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Bcusip084670702)	942.7K	QoQ -0.36% (-3.5K) YoY +1.54% (+14.4K)	All Managers (Combined)	$502.1M	QoQ +17.06% (-$73.2M) YoY +28.60% (+$111.7M)
Apple Inc.(AAPLcusip037833100)	1.1M	QoQ +0.23% (-2.6K) YoY -2.39% (-27.1K)	All Managers (Combined)	$245.0M	QoQ -11.08% (-$30.6M) YoY +26.43% (-$51.2M)
(cusip92189F643)✕	2.7M	QoQ -21.53% (-753.6K) YoY +9.48% (+238.0K)	All Managers (Combined)	$241.7M	QoQ -25.52% (-$82.9M) YoY +7.16% (+$16.2M)
(ITOTcusip464287150)	1.9M	QoQ +88.73% (+897.1K) YoY +95.76% (+933.4K)	All Managers (Combined)	$232.8M	QoQ +79.03% (+$102.8M) YoY +107.15% (+$120.4M)
(IJRcusip464287804)	1.5M	QoQ +0.73% (-10.7K) YoY +11.65% (+153.4K)	All Managers (Combined)	$153.7M	QoQ -8.58% (-$14.4M) YoY +5.64% (+$8.2M)
(IVVcusip464287200)	234.6K	QoQ +0.38% (-900) YoY +6.11% (+13.5K)	All Managers (Combined)	$131.9M	QoQ -4.17% (-$5.7M) YoY +13.42% (+$15.6M)
Microsoft Corp(MSFTcusip594918104)	313.6K	QoQ -0.75% (-2.4K) YoY +6.27% (-18.5K)	All Managers (Combined)	$117.7M	QoQ -11.60% (-$15.5M) YoY -5.17% (-$6.4M)
(VOOcusip922908363)	198.8K	QoQ +1.12% (-2.2K) YoY +4.15% (+7.9K)	All Managers (Combined)	$102.2M	QoQ -3.55% (-$3.8M) YoY +11.34% (+$10.4M)
(IWRcusip464287499)	1.1M	QoQ +103.67% (+569.9K) YoY +142.19% (+657.4K)	All Managers (Combined)	$95.2M	QoQ +95.99% (+$46.7M) YoY +145.01% (+$56.4M)
Alphabet Inc.(GOOGcusip02079K107)	590.9K	QoQ +2.75% (-15.9K) YoY +1.63% (+9.5K)	All Managers (Combined)	$92.3M	QoQ -15.70% (-$17.2M) YoY +4.28% (+$3.8M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	141.8K	QoQ +0.75% (-1.1K) YoY +3838.36% (+138.2K)	All Managers (Combined)	$79.3M	QoQ -3.83% (-$3.2M) YoY +5245280.35% (+$79.3M)
Jpmorgan Chase & Co(JPMcusip46625H100)	316.0K	QoQ -0.96% (-3.1K) YoY -3.76% (-12.4K)	All Managers (Combined)	$77.5M	QoQ +1.34% (-$1.0M) YoY +17.85% (-$11.7M)
Amazon Com Inc(AMZNcusip023135106)	405.8K	QoQ -2.89% (-12.1K) YoY -1.32% (-5.5K)	All Managers (Combined)	$77.2M	QoQ -15.78% (-$14.5M) YoY +4.07% (-$3.0M)
(VYMcusip921946406)	566.1K	QoQ +0.67% (+3.8K) YoY +3.00% (+16.5K)	All Managers (Combined)	$73.0M	QoQ +1.75% (+$1.3M) YoY +9.79% (+$6.5M)
Spdr Gold Trust(GLDcusip78463V107)	243.2K	QoQ +2.22% (+5.3K) YoY +0.98% (+2.4K)	All Managers (Combined)	$70.1M	QoQ +21.64% (+$12.5M) YoY +41.44% (+$20.5M)
(cusip30254T577)✕	2.3M	QoQ +41.73% (+685.9K) YoY NEW(+2.3M)	All Managers (Combined)	$70.0M	QoQ +40.56% (+$20.2M) YoY NEW(+$70.0M)
(IWFcusip464287614)	191.2K	QoQ -0.75% (-1.5K) YoY -3.99% (-8.0K)	All Managers (Combined)	$69.0M	QoQ -10.75% (-$8.3M) YoY +2.85% (-$1.9M)
(IJHcusip464287507)	1.1M	QoQ +137.44% (+660.5K) YoY +146.52% (+678.2K)	All Managers (Combined)	$66.6M	QoQ +122.35% (+$36.6M) YoY +136.82% (+$38.5M)
Alphabet Inc.(GOOGLcusip02079K305)	399.3K	QoQ -2.82% (-11.6K) YoY -3.65% (-15.1K)	All Managers (Combined)	$61.8M	QoQ -20.61% (-$16.0M) YoY -1.28% (-$803.6K)
(EFAcusip464287465)	716.0K	QoQ +98.00% (+354.4K) YoY +98.15% (+354.7K)	All Managers (Combined)	$58.5M	QoQ +114.03% (+$31.2M) YoY +102.79% (+$29.7M)