13F holdings
Mesirow Financial Investment Management, Inc. portfolio
Managed by . 517 reported positions worth $6.2B as of 2026-03-31, filed with the SEC on 2026-04-21. Parsed from the filing itself, not a reseller.
$6.2B
Book value
517
Positions
34%
Top 10 weight
+54
New this quarter
-22
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 21 days old on 2026-04-21, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (54)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| IJT | ISHARES TR | $3.9M | 26,746 | 0.06% |
| COMP | COMPASS INC | $2.5M | 340,959 | 0.04% |
| TTD | THE TRADE DESK INC | $847,539 | 37,352 | 0.01% |
| FPAS | INVESTMENT MANAGERS SER TR I | $769,976 | 30,762 | 0.01% |
| IEF | ISHARES TR | $734,826 | 7,700 | 0.01% |
| TYL | TYLER TECHNOLOGIES INC | $675,629 | 1,974 | 0.01% |
| IVES | WEDBUSH SER TR | $575,193 | 20,272 | 0.01% |
| MRVL | MARVELL TECHNOLOGY INC | $560,384 | 5,657 | 0.01% |
| OXY | OCCIDENTAL PETE CORP | $550,098 | 8,462 | 0.01% |
| VCIT | VANGUARD SCOTTSDALE FDS | $435,495 | 5,263 | 0.01% |
| AZN | ASTRAZENECA PLC | $430,512 | 2,183 | 0.01% |
| VSGX | VANGUARD WORLD FD | $426,117 | 5,941 | 0.01% |
| IGV | ISHARES TR | $421,783 | 5,269 | 0.01% |
| IONS | IONIS PHARMACEUTICALS INC | $409,992 | 5,460 | 0.01% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $336,428 | 4,417 | 0.01% |
| WAT | WATERS CORP | $312,394 | 1,049 | 0.01% |
| XLG | INVESCO EXCHANGE TRADED FD T | $309,318 | 5,670 | 0.01% |
| PPH | VANECK ETF TRUST | $307,485 | 2,960 | 0.00% |
| TSSI | TSS INC DEL | $294,585 | 22,643 | 0.00% |
| PPA | INVESCO EXCHANGE TRADED FD T | $285,374 | 1,722 | 0.00% |
| AEM | AGNICO EAGLE MINES LTD | $284,172 | 1,400 | 0.00% |
| PAVE | GLOBAL X FDS | $282,265 | 5,556 | 0.00% |
| FXB | INVESCO CURRENCYSHARES BRIT | $274,568 | 2,156 | 0.00% |
| OCSL | OAKTREE SPECIALTY LENDING | $274,026 | 24,250 | 0.00% |
| GNRC | GENERAC HLDGS INC | $271,510 | 1,390 | 0.00% |
Closed out (22)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CYBR | CYBERARK SOFTWARE LTD | $802,908 | 1,800 | 0.00% |
| AZNN | ASTRAZENECA PLC | $310,245 | 3,375 | 0.00% |
| VEEV | VEEVA SYS INC | $281,270 | 1,260 | 0.00% |
| VLO | VALERO ENERGY CORP | $277,703 | 1,706 | 0.00% |
| PYPL | PAYPAL HLDGS INC | $259,992 | 4,452 | 0.00% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $251,752 | 1,239 | 0.00% |
| SKE | SKEENA RES LTD NEW | $237,300 | 10,000 | 0.00% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $232,444 | 2,585 | 0.00% |
| SAP | SAP SE | $227,087 | 935 | 0.00% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $222,009 | 4,300 | 0.00% |
| PPLT | ABRDN PLATINUM ETF TRUST | $221,479 | 1,188 | 0.00% |
| NVO | NOVO-NORDISK A S | $210,331 | 4,134 | 0.00% |
| SEA1EUR | SEABRIDGE GOLD INC | $207,130 | 7,000 | 0.00% |
| GPC | GENUINE PARTS CO | $201,980 | 1,643 | 0.00% |
| ESPO | VANECK ETF TRUST | $200,457 | 1,935 | 0.00% |
| DNP | DNP SELECT INCOME FD INC | $187,618 | 18,781 | 0.00% |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $175,815 | 34,073 | 0.00% |
| EQX | EQUINOX GOLD CORP | $140,400 | 10,000 | 0.00% |
| HLN | HALEON PLC | $104,906 | 10,376 | 0.00% |
| INTENSITY THERAPEUTICS I | INTENSITY THERAPEUTICS INC | $102,960 | 251,000 | 0.00% |
| NEWP | NEW PAC METALS CORP | $70,200 | 20,000 | 0.00% |
| KLXE | KLX ENERGY SERVICS HOLDNGS I | $22,680 | 12,000 | 0.00% |
Added to (310)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $468.0M | 976,689 | 7.58% | +20% |
| MOAT | VANECK ETF TRUST | $258.7M | 2,675,294 | 4.19% | +35% |
| IJR | ISHARES TR | $195.0M | 1,568,315 | 3.16% | +44% |
| MSFT | MICROSOFT CORP | $169.1M | 456,761 | 2.74% | +58% |
| IVV | ISHARES TR | $159.2M | 243,758 | 2.58% | +53% |
| FPAG | INVESTMENT MANAGERS SER TR I | $158.3M | 4,363,542 | 2.56% | +168% |
| GOOG | ALPHABET INC | $155.8M | 543,230 | 2.52% | +4% |
| ITOT | ISHARES TR | $150.2M | 1,054,680 | 2.43% | +43% |
| IJH | ISHARES TR | $139.4M | 2,063,935 | 2.26% | +251% |
| VOO | VANGUARD INDEX FDS | $124.2M | 207,880 | 2.01% | +46% |
| IWR | ISHARES TR | $109.5M | 1,126,058 | 1.77% | +269% |
| GOOGL | ALPHABET INC | $107.2M | 372,655 | 1.74% | +3% |
| JPM | JPMORGAN CHASE & CO | $91.8M | 311,969 | 1.49% | +6% |
| GLD | SPDR GOLD TR | $87.3M | 202,840 | 1.41% | +25% |
| AMZN | AMAZON COM INC | $84.9M | 407,829 | 1.38% | +18% |
Trimmed (57)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ISSC | INNOVATIVE SOLUTIONS & SUPPO | $558,909 | 27,224 | 0.01% | -70% |
| AKRE | PROFESIONALLY MANAGED PORTFO | $42.1M | 797,393 | 0.68% | -60% |
| ARCC | ARES CAPITAL CORP | $1.2M | 68,302 | 0.02% | -47% |
| DOW | DOW HLDGS INC | $487,765 | 11,713 | 0.01% | -41% |
| A | AGILENT TECHNOLOGIES INC | $249,130 | 2,187 | 0.00% | -41% |
| AGI | ALAMOS GOLD INC | $305,395 | 6,874 | 0.00% | -24% |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.5M | 24,050 | 0.02% | -24% |
| MPC | MARATHON PETE CORP | $1.9M | 7,659 | 0.03% | -22% |
| GD | GENERAL DYNAMICS CORP | $1.4M | 4,084 | 0.02% | -21% |
| CRCL | CIRCLE INTERNET GROUP INC | $834,837 | 8,750 | 0.01% | -20% |
| GMED | GLOBUS MED INC | $292,686 | 3,397 | 0.00% | -19% |
| XLP | SELECT SECTOR SPDR TR | $239,562 | 2,922 | 0.00% | -19% |
| SCCO | SOUTHERN COPPER CORP | $1.4M | 8,018 | 0.02% | -18% |
| IYH | ISHARES TR | $293,144 | 4,756 | 0.00% | -17% |
| GNR | SPDR INDEX SHS FDS | $249,845 | 3,346 | 0.00% | -17% |
The book
Largest 150 of 517 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $468.0M | 976,689 | 7.58% | — |
| MOAT | VANECK ETF TRUST | $258.7M | 2,675,294 | 4.19% | — |
| AAPL | APPLE INC | $247.4M | 974,704 | 4.01% | — |
| IJR | ISHARES TR | $195.0M | 1,568,315 | 3.16% | — |
| MSFT | MICROSOFT CORP | $169.1M | 456,761 | 2.74% | — |
| IVV | ISHARES TR | $159.2M | 243,758 | 2.58% | — |
| FPAG | INVESTMENT MANAGERS SER TR I | $158.3M | 4,363,542 | 2.56% | — |
| GOOG | ALPHABET INC | $155.8M | 543,230 | 2.52% | — |
| ITOT | ISHARES TR | $150.2M | 1,054,680 | 2.43% | — |
| IJH | ISHARES TR | $139.4M | 2,063,935 | 2.26% | — |
| VOO | VANGUARD INDEX FDS | $124.2M | 207,880 | 2.01% | — |
| IWR | ISHARES TR | $109.5M | 1,126,058 | 1.77% | — |
| GOOGL | ALPHABET INC | $107.2M | 372,655 | 1.74% | — |
| JPM | JPMORGAN CHASE & CO | $91.8M | 311,969 | 1.49% | — |
| GLD | SPDR GOLD TR | $87.3M | 202,840 | 1.41% | — |
| AMZN | AMAZON COM INC | $84.9M | 407,829 | 1.38% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.4M | 129,793 | 1.37% | — |
| VYM | VANGUARD WHITEHALL FDS | $81.8M | 552,464 | 1.32% | — |
| IWF | ISHARES TR | $75.4M | 176,756 | 1.22% | — |
| VXUS | VANGUARD STAR FDS | $75.0M | 972,639 | 1.21% | — |
| EFA | ISHARES TR | $70.3M | 724,150 | 1.14% | — |
| SGOV | ISHARES TR | $69.5M | 690,898 | 1.13% | — |
| CAT | CATERPILLAR INC | $63.7M | 89,940 | 1.03% | — |
| RTX | RTX CORPORATION | $55.7M | 288,890 | 0.90% | — |
| TCAF | T ROWE PRICE ETF INC | $54.4M | 1,528,965 | 0.88% | — |
| SHY | ISHARES TR | $53.0M | 641,570 | 0.86% | — |
| AVGO | BROADCOM INC | $49.5M | 160,012 | 0.80% | — |
| FDX | FEDEX CORP | $47.2M | 132,517 | 0.76% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.4M | 90,383 | 0.72% | — |
| IWD | ISHARES TR | $44.3M | 207,297 | 0.72% | — |
| COST | COSTCO WHOLESALE CORPORATION | $43.1M | 43,295 | 0.70% | — |
| FEGE | RBB FUND TRUST | $43.1M | 917,976 | 0.70% | — |
| VUG | VANGUARD INDEX FDS | $43.0M | 98,383 | 0.70% | — |
| NVDA | NVIDIA CORPORATION | $42.6M | 244,268 | 0.69% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $42.5M | 663,651 | 0.69% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.4M | 196,954 | 0.69% | — |
| AKRE | PROFESIONALLY MANAGED PORTFO | $42.1M | 797,393 | 0.68% | — |
| CVX | CHEVRON CORPORATION | $41.5M | 200,475 | 0.67% | — |
| IVE | ISHARES TR | $41.0M | 194,332 | 0.66% | — |
| VTV | VANGUARD INDEX FDS | $40.8M | 208,072 | 0.66% | — |
| BAC | BANK AMERICA CORP | $40.1M | 822,060 | 0.65% | — |
| IEFA | ISHARES TR | $39.8M | 439,624 | 0.64% | — |
| LOW | LOWES COS INC | $39.6M | 167,659 | 0.64% | — |
| QQQ | INVESCO QQQ TR | $37.4M | 64,706 | 0.60% | — |
| AOR | ISHARES TR | $36.2M | 563,116 | 0.59% | — |
| IWP | ISHARES TR | $35.7M | 278,458 | 0.58% | — |
| ABBV | ABBVIE INC | $34.5M | 158,536 | 0.56% | — |
| ORCL | ORACLE CORP | $34.2M | 232,362 | 0.55% | — |
| UNP | UNION PAC CORP | $32.6M | 134,360 | 0.53% | — |
| TEL | TE CONNECTIVITY PLC | $31.5M | 150,543 | 0.51% | — |
| MGC | VANGUARD WORLD FD | $31.3M | 132,573 | 0.51% | — |
| LIN | LINDE PLC | $30.6M | 61,686 | 0.50% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.8M | 376,495 | 0.48% | — |
| PEP | PEPSICO INC | $29.6M | 190,712 | 0.48% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $29.4M | 41 | 0.48% | — |
| WMT | WALMART INC | $29.1M | 234,533 | 0.47% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $28.5M | 205,920 | 0.46% | — |
| JNJ | JOHNSON & JOHNSON | $28.1M | 114,945 | 0.45% | — |
| VOE | VANGUARD INDEX FDS | $27.3M | 147,982 | 0.44% | — |
| V | VISA INC | $26.6M | 88,075 | 0.43% | — |
| MA | MASTERCARD INCORPORATED | $24.9M | 49,819 | 0.40% | — |
| VTI | VANGUARD INDEX FDS | $24.7M | 76,896 | 0.40% | — |
| VO | VANGUARD INDEX FDS | $24.2M | 84,386 | 0.39% | — |
| GAL | SSGA ACTIVE ETF TR | $24.0M | 485,443 | 0.39% | — |
| IWM | ISHARES TR | $23.6M | 95,201 | 0.38% | — |
| FITB | FIFTH THIRD BANCORP | $22.5M | 483,766 | 0.36% | — |
| BLK | BLACKROCK INC | $22.0M | 22,875 | 0.36% | — |
| J | JACOBS SOLUTIONS INC | $21.8M | 171,318 | 0.35% | — |
| ACN | ACCENTURE PLC IRELAND | $21.8M | 109,754 | 0.35% | — |
| IBDR | ISHARES TR | $21.4M | 882,856 | 0.35% | — |
| AXP | AMERICAN EXPRESS CO | $21.3M | 70,371 | 0.34% | — |
| SYK | STRYKER CORPORATION | $21.2M | 64,583 | 0.34% | — |
| DIS | DISNEY WALT CO | $21.1M | 219,096 | 0.34% | — |
| UNH | UNITEDHEALTH GROUP INC | $19.6M | 72,571 | 0.32% | — |
| META | META PLATFORMS INC | $19.2M | 33,638 | 0.31% | — |
| GLW | CORNING INC | $19.2M | 141,426 | 0.31% | — |
| EEM | ISHARES TR | $18.7M | 330,129 | 0.30% | — |
| CRM | SALESFORCE INC | $18.6M | 99,885 | 0.30% | — |
| VONG | VANGUARD SCOTTSDALE FDS | $18.5M | 168,410 | 0.30% | — |
| IVW | ISHARES TR | $18.4M | 162,293 | 0.30% | — |
| PM | PHILIP MORRIS INTL INC | $18.0M | 109,138 | 0.29% | — |
| IBDS | ISHARES TR | $17.9M | 739,406 | 0.29% | — |
| IEMG | ISHARES INC | $17.6M | 252,832 | 0.29% | — |
| VOOV | VANGUARD ADMIRAL FDS INC | $17.0M | 83,626 | 0.28% | — |
| ABT | ABBOTT LABORATORIES | $16.8M | 163,286 | 0.27% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $16.6M | 26,910 | 0.27% | — |
| HD | HOME DEPOT INC | $16.5M | 50,074 | 0.27% | — |
| PG | PROCTER & GAMBLE CO | $16.2M | 112,290 | 0.26% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $16.2M | 428,545 | 0.26% | — |
| IBDT | ISHARES TR | $16.2M | 637,798 | 0.26% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $16.1M | 53,095 | 0.26% | — |
| SDY | SPDR SERIES TRUST | $16.1M | 110,265 | 0.26% | — |
| COP | CONOCOPHILLIPS | $15.5M | 117,225 | 0.25% | — |
| NKE | NIKE INC | $15.4M | 291,670 | 0.25% | — |
| CGBL | CAPITAL GROUP CORE BALANCED | $15.1M | 439,352 | 0.24% | — |
| KO | COCA COLA CO | $15.0M | 196,953 | 0.24% | — |
| SCHD | SCHWAB STRATEGIC TR | $14.8M | 482,380 | 0.24% | — |
| EXMOC | EXXON MOBIL CORP | $14.6M | 85,795 | 0.24% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $14.2M | 74,100 | 0.23% | — |
| IAU | ISHARES GOLD TR | $14.0M | 159,293 | 0.23% | — |
| NTRS | NORTHERN TR CORP | $13.9M | 99,578 | 0.23% | — |
| LLY | ELI LILLY & CO | $13.6M | 14,790 | 0.22% | — |
| AOA | ISHARES TR | $13.5M | 152,290 | 0.22% | — |
| DIVO | AMPLIFY ETF TR | $13.3M | 296,105 | 0.22% | — |
| PFE | PFIZER INC | $13.2M | 468,406 | 0.21% | — |
| VUSB | VANGUARD BD INDEX FDS | $13.0M | 260,296 | 0.21% | — |
| MCD | MCDONALDS CORP | $12.9M | 41,585 | 0.21% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $12.7M | 234,308 | 0.21% | — |
| NFLX | NETFLIX INC. | $12.7M | 131,624 | 0.20% | — |
| SCHW | SCHWAB CHARLES CORP | $12.5M | 132,632 | 0.20% | — |
| ALL | ALLSTATE CORP | $12.1M | 58,515 | 0.20% | — |
| SUB | ISHARES TR | $11.9M | 111,488 | 0.19% | — |
| DFAC | DIMENSIONAL ETF TRUST | $11.1M | 284,811 | 0.18% | — |
| KMI | KINDER MORGAN INC DEL | $10.9M | 324,692 | 0.18% | — |
| IJJ | ISHARES TR | $10.6M | 79,980 | 0.17% | — |
| IBDU | ISHARES TR | $10.6M | 454,359 | 0.17% | — |
| XLK | SELECT SECTOR SPDR TR | $10.5M | 79,154 | 0.17% | — |
| ENB | ENBRIDGE INC | $10.5M | 193,914 | 0.17% | — |
| HONGBP | HONEYWELL INTL INC | $10.4M | 45,809 | 0.17% | — |
| SBUX | STARBUCKS CORP | $10.0M | 111,189 | 0.16% | — |
| SMOT | VANECK ETF TRUST | $9.4M | 268,142 | 0.15% | — |
| NTRA | NATERA INC | $9.2M | 45,930 | 0.15% | — |
| DIM | WISDOMTREE TR | $9.0M | 108,577 | 0.15% | — |
| ITW | ILLINOIS TOOL WKS INC | $8.0M | 30,899 | 0.13% | — |
| PFF | ISHARES TR | $7.4M | 243,711 | 0.12% | — |
| VB | VANGUARD INDEX FDS | $7.4M | 28,196 | 0.12% | — |
| VTWO | VANGUARD SCOTTSDALE FDS | $7.1M | 70,454 | 0.11% | — |
| OKE | ONEOK INC NEW | $6.8M | 75,478 | 0.11% | — |
| SPYD | SPDR SERIES TRUST | $6.7M | 146,506 | 0.11% | — |
| IBTG | ISHARES TR | $6.6M | 288,723 | 0.11% | — |
| CSCO | CISCO SYS INC | $6.4M | 81,971 | 0.10% | — |
| ADBE | ADOBE INC | $6.0M | 24,526 | 0.10% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.7M | 23,654 | 0.09% | — |
| IXUS | ISHARES TR | $5.7M | 65,890 | 0.09% | — |
| PSX | PHILLIPS 66 | $5.6M | 30,802 | 0.09% | — |
| AEP | AMERICAN ELEC PWR CO INC | $5.4M | 41,023 | 0.09% | — |
| ZTS | ZOETIS INC | $5.3M | 44,454 | 0.09% | — |
| QLD | PROSHARES TR | $5.2M | 86,000 | 0.08% | — |
| TSLA | TESLA INC | $5.2M | 14,012 | 0.08% | — |
| FLXR | TCW ETF TRUST | $5.2M | 131,296 | 0.08% | — |
| AMLP | ALPS ETF TR | $5.1M | 96,319 | 0.08% | — |
| AMGN | AMGEN INC | $5.1M | 14,398 | 0.08% | — |
| MCK | MCKESSON CORP | $5.0M | 5,806 | 0.08% | — |
| CME | CME GROUP INC | $5.0M | 16,769 | 0.08% | — |
| UBER | UBER TECHNOLOGIES INC | $4.9M | 68,061 | 0.08% | — |
| TJX | TJX COS INC NEW | $4.9M | 30,651 | 0.08% | — |
| MRK | MERCK & CO INC | $4.9M | 40,395 | 0.08% | — |
| GDX | VANECK ETF TRUST | $4.7M | 50,746 | 0.08% | — |
| CEG | CONSTELLATION ENERGY CORP | $4.3M | 15,468 | 0.07% | — |
| GE | GE AEROSPACE | $4.2M | 14,792 | 0.07% | — |
This table is the 150 largest positions by value, out of 517 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Mesirow Financial Investment Management, Inc. (CIK 1469475, accession 0001469475-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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