DOSSIER · 13F-HR · Q1 2026

Mesirow Financial Investment Management, Inc.

Mesirow Financial Investment's asset manager based in Omaha, NE $6.2B in tracked AUM across 517 positions as of Q1 2026.

MF
Mesirow Financial Investment·Omaha, NE·Asset Manager
CIK 0001469475 · last filed Mar 31, 2026
Total AUM
$6.2B
7.7%
vs prior
Holdings
517
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Mesirow Financial Investment Management, Inc. 13F Filing
Portfolio Overview

As of the report date September 30, 2025, Mesirow Financial Investment Management, Inc. oversaw a total portfolio valued at approximately $5.59 billion, distributed across 554 holdings. This represents a growth of 9.0% from the previous quarter's value of $5.13 billion. The portfolio is characterized by a hybrid investment strategy that blends passive market exposure through Ex...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$468M977K7.6%
02
MOAT
VANECK ETF TRUST
$259M2.7M4.2%
03
AAPL
APPLE INC
$247M975K4.0%
04
IJR
ISHARES TR
$195M1.6M3.2%
05
MSFT
MICROSOFT CORP
$169M457K2.7%
06
IVV
ISHARES TR
$159M244K2.6%
07
FPAG
INVESTMENT MANAGERS SER TR I
$158M4.4M2.6%
08
GOOG
ALPHABET INC
$156M543K2.5%
09
ITOT
ISHARES TR
$150M1.1M2.4%
10
IJH
ISHARES TR
$139M2.1M2.3%

Filing history

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