Mesirow Financial Investment Management
Mesirow Financial Investment Management reported 529 stocks worth $6.4B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are BRK.B (7.7%), AAPL (4.6%) and MOAT (4.3%). Compared with Q1 2026, the fund added to BRK.B, AAPL and IJR, trimmed MOAT, GOOGL and MSFT and sold out of EME, NICE and INTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $491M | 7.7% | 980K | +3,710 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $293M | 4.6% | 1M | +37K (+4%) | 8 of 8 | |
| 3 |  MOAT Vaneck Morningstar Wide Moat ETF | $275M | 4.3% | 2.6M | −28K (−1%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $240M | 3.8% | 1.6M | +50K (+3%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $198M | 3.1% | 559K | +16K (+3%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $185M | 2.9% | 247K | +3,219 (+1%) | 8 of 8 | |
| 7 |  ITOT Ishares TR | $177M | 2.8% | 1.1M | +22K (+2%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $151M | 2.4% | 219K | +11K (+5%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $131M | 2.1% | 368K | −4,939 (−1%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $117M | 1.8% | 314K | −142K (−31%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $10.4M | 46K |
 EME Emcor Group Inc | $2M | 2,664 |
 NICE Nice Ltd | $1.3M | 12K |
 INTU Intuit | $558K | 1,289 |
 IBIT Ishares Bitcoin Trust ETF | $547K | 14K |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mesirow Financial Investment Management 13F FAQ
What does Mesirow Financial Investment Management own?
Mesirow Financial Investment Management reported 529 stocks worth $6.4B in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are BRK.B (7.7%), AAPL (4.6%) and MOAT (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Mesirow Financial Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 38 new positions, 234 added to, 176 trimmed and 26 sold out. It sold all of EME, NICE and INTU.
When will Mesirow Financial Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mesirow Financial Investment Management's portfolio worth?
The Q2 2026 filing reports $6.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.