Mesirow Financial Investment Management, Inc.

CHICAGO, IL · CIK 1469475 · 13F filing filed 2026-07-22

SEC-registered investment adviser since 1986 · corporation

Assets managed$50.4bn
Staff161 · 116 in investment roles
Main clients (by assets)Pension plans 68%, High net worth individuals 26%, Private funds 6%
Private funds6 · $2.9bn gross assets
Form ADV · 2026-07-07SEC adviser record

Legal entityMESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. (US)

Kindreal estate, institutions, futures
Others nearbyChicago, IL, Austin, TX, Aliso Viejo, CA, Highland Park, IL, Stuart, FL, Seattle, WA
FamilyMesirow Financial Investment Management, Inc. · 3 related pages

As an employer

Offices in1 country
Private fundsreal estate 4, other private 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Chicago, IL (main office)United States	United States	about 83
Highland Park, ILUnited States	United States	30
Stuart, FLUnited States	United States	2
Seattle, WAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$6.4bn reported value +3.1% vs Q1 2026

529positions

35.5%in top 10

38 new 248 added 188 reduced 26 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	980,399	$490.6m7.71%	7.71%	Added +3.7k	+3,710 0.4%
2	APPLE INC COM AAPL	AAPL	1,011,311	$292.6m4.60%	4.60%	Added +36.6k	+36,607 3.8%
3	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	2,647,494	$275.2m4.32%	4.32%	Reduced -27.8k	-27,800 -1.0%
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,618,153	$240.0m3.77%	3.77%	Added +49.8k	+49,838 3.2%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	559,493	$197.7m3.11%	3.11%	Added +16.3k	+16,263 3.0%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	246,977	$185.0m2.91%	2.91%	Added +3.2k	+3,219 1.3%
7	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,076,654	$176.9m2.78%	2.78%	Added +22.0k	+21,974 2.1%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	219,307	$150.6m2.37%	2.37%	Added +11.4k	+11,427 5.5%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	367,716	$131.4m2.06%	2.06%	Reduced -4.9k	-4,939 -1.3%
10	MICROSOFT CORP COM MSFT	MSFT	314,298	$117.2m1.84%	1.84%	Reduced -142.5k	-142,463 -31.2%
11	JPMORGAN CHASE & CO COM JPM	JPM	314,532	$103.0m1.62%	1.62%	Added +2.6k	+2,563 0.8%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	131,037	$97.9m1.54%	1.54%	Added +1.2k	+1,244 1.0%
13	AMAZON COM INC COM AMZN	AMZN	410,159	$97.8m1.54%	1.54%	Added +2.3k	+2,330 0.6%
14	ISHARES TR CORE S&P MCP ETF IJH	IJH	1,239,853	$95.6m1.50%	1.50%	Reduced -824.1k	-824,082 -39.9%
15	CATERPILLAR INC COM CAT	CAT	89,291	$95.1m1.49%	1.49%	Reduced -649	-649 -0.7%
16	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	1,099,337	$94.0m1.48%	1.48%	Added +126.7k	+126,698 13.0%
17	ISHARES TR RUS 1000 GRW ETF IWF	IWF	705,467	$87.6m1.38%	1.38%	Reduced -1.6k	-1,557 -0.2%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	554,044	$87.6m1.38%	1.38%	Added +1.6k	+1,580 0.3%
19	INVESTMENT MANAGERS SER TR I FPA GBL EQTY ETF FPAG	FPAG	2,143,769	$86.1m1.35%	1.35%	Reduced -2.2m	-2,219,773 -50.9%
20	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	779,029	$78.4m1.23%	1.23%	Added +88.1k	+88,131 12.8%
21	SPDR GOLD TR GOLD SHS GLD	GLD	195,884	$72.2m1.13%	1.13%	Reduced -7.0k	-6,956 -3.4%
22	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	1,347,351	$71.7m1.13%	1.13%	Added +550.0k	+549,958 69.0%
23	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	1,577,702	$64.8m1.02%	1.02%	Added +48.7k	+48,737 3.2%
24	ISHARES TR RUS MID CAP ETF IWR	IWR	553,000	$61.0m0.96%	0.96%	Reduced -573.1k	-573,058 -50.9%
25	BROADCOM INC COM AVGO	AVGO	150,683	$56.9m0.89%	0.89%	Reduced -9.3k	-9,329 -5.8%
26	RTX CORPORATION COM RTX	RTX	290,172	$55.1m0.86%	0.86%	Added +1.3k	+1,282 0.4%
27	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	622,377	$53.6m0.84%	0.84%	Added +32.1k	+32,079 5.4%
28	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	1,064,859	$52.1m0.82%	0.82%	Added +146.9k	+146,883 16.0%
29	ISHARES TR RUS 1000 VAL ETF IWD	IWD	196,514	$47.6m0.75%	0.75%	Reduced -10.8k	-10,783 -5.2%
30	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	663,218	$47.3m0.74%	0.74%	Reduced -433	-433 -0.1%
31	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	197,505	$46.7m0.73%	0.73%	Added +551	+551 0.3%
32	BANK AMERICA CORP COM BAC	BAC	813,986	$46.4m0.73%	0.73%	Reduced -8.1k	-8,074 -1.0%
33	VANGUARD INDEX FDS VALUE ETF VTV	VTV	211,587	$46.1m0.72%	0.72%	Added +3.5k	+3,515 1.7%
34	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	91,809	$46.0m0.72%	0.72%	Added +1.4k	+1,426 1.6%
35	ISHARES TR CORE MSCI EAFE IEFA	IEFA	453,492	$43.8m0.69%	0.69%	Added +13.9k	+13,868 3.1%
36	FEDEX CORP COM FDX	FDX	132,943	$41.6m0.65%	0.65%	Added +426	+426 0.3%
37	COSTCO WHSL CORP NEW COM COST	COST	44,331	$41.5m0.65%	0.65%	Added +1.0k	+1,036 2.4%
38	ABBVIE INC COM ABBV	ABBV	158,995	$40.0m0.63%	0.63%	Added +459	+459 0.3%
39	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	145,226	$39.7m0.62%	0.62%	Added +12.7k	+12,653 9.5%
40	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	565,749	$39.3m0.62%	0.62%	Added +2.6k	+2,633 0.5%
41	ISHARES TR MSCI EAFE ETF EFA	EFA	366,884	$38.1m0.60%	0.60%	Reduced -357.3k	-357,266 -49.3%
42	LOWES COS INC COM LOW	LOW	169,017	$37.3m0.59%	0.59%	Added +1.4k	+1,358 0.8%
43	UNION PAC CORP COM UNP	UNP	134,567	$36.6m0.58%	0.58%	Added +207	+207 0.1%
44	CORNING INC COM GLW	GLW	141,385	$36.1m0.57%	0.57%	Reduced -41	-41 -0.0%
45	CHEVRON CORP NEW COM CVX	CVX	199,038	$33.0m0.52%	0.52%	Reduced -1.4k	-1,437 -0.7%
46	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	209,158	$32.8m0.52%	0.52%	Added +3.2k	+3,238 1.6%
47	LINDE PLC SHS LIN	LIN	61,768	$32.1m0.50%	0.50%	Added +82	+82 0.1%
48	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	404,069	$31.9m0.50%	0.50%	Added +27.6k	+27,574 7.3%
49	VISA INC COM CL A V	V	89,042	$30.6m0.48%	0.48%	Added +967	+967 1.1%
50	TE CONNECTIVITY PLC ORD SHS TEL	TEL	150,962	$30.4m0.48%	0.48%	Added +419	+419 0.3%
51	UNITEDHEALTH GROUP INC COM UNH	UNH	72,504	$30.1m0.47%	0.47%	Reduced -67	-67 -0.1%
52	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	149,741	$29.6m0.46%	0.46%	Added +1.8k	+1,759 1.2%
53	JOHNSON & JOHNSON COM JNJ	JNJ	115,650	$29.4m0.46%	0.46%	Added +705	+705 0.6%
54	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	79,090	$29.3m0.46%	0.46%	Added +2.2k	+2,194 2.9%
55	ISHARES TR RUSSELL 2000 ETF IWM	IWM	95,143	$28.6m0.45%	0.45%	Reduced -58	-58 -0.1%
56	VANGUARD INDEX FDS MID CAP ETF VO	VO	353,926	$28.5m0.45%	0.45%	Added +16.4k	+16,382 4.8%
57	ISHARES TR 1 3 YR TREAS BD SHY	SHY	335,614	$27.6m0.43%	0.43%	Reduced -306.0k	-305,956 -47.7%
58	WALMART INC COM WMT	WMT	235,308	$26.7m0.42%	0.42%	Added +775	+775 0.3%
59	NVIDIA CORPORATION COM NVDA	NVDA	132,067	$26.4m0.42%	0.42%	Reduced -112.2k	-112,201 -45.9%
60	FIFTH THIRD BANCORP COM FITB	FITB	463,195	$26.1m0.41%	0.41%	Reduced -20.6k	-20,571 -4.2%
61	SSGA ACTIVE ETF TR GLOBL ALLO ETF GAL	GAL	490,514	$25.9m0.41%	0.41%	Added +5.1k	+5,071 1.0%
62	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	34,939	$25.7m0.40%	0.40%	Reduced -29.8k	-29,767 -46.0%
63	MASTERCARD INCORPORATED CL A MA	MA	48,679	$25.0m0.39%	0.39%	Reduced -1.1k	-1,140 -2.3%
64	AMERICAN EXPRESS CO COM AXP	AXP	70,015	$23.7m0.37%	0.37%	Reduced -356	-356 -0.5%
65	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	31	$23.2m0.36%	0.36%	Reduced -10	-10 -24.4%
66	ISHARES TR S&P 500 GRWT ETF IVW	IVW	167,392	$23.0m0.36%	0.36%	Added +5.1k	+5,099 3.1%
67	ISHARES TR MSCI EMG MKT ETF EEM	EEM	333,948	$22.8m0.36%	0.36%	Added +3.8k	+3,819 1.2%
68	BLACKROCK INC COM BLK	BLK	23,386	$22.5m0.35%	0.35%	Added +511	+511 2.2%
69	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	174,429	$22.3m0.35%	0.35%	Added +6.0k	+6,019 3.6%
70	ISHARES TR S&P 500 VAL ETF IVE	IVE	97,895	$22.2m0.35%	0.35%	Reduced -96.4k	-96,437 -49.6%
71	JACOBS SOLUTIONS INC COM J	J	172,326	$21.7m0.34%	0.34%	Added +1.0k	+1,008 0.6%
72	DISNEY WALT CO COM DIS	DIS	223,189	$21.5m0.34%	0.34%	Added +4.1k	+4,093 1.9%
73	ISHARES INC CORE MSCI EMKT IEMG	IEMG	255,867	$21.2m0.33%	0.33%	Added +3.0k	+3,035 1.2%
74	ISHARES TR IBONDS DEC2026 IBDR	IBDR	872,266	$21.1m0.33%	0.33%	Reduced -10.6k	-10,590 -1.2%
75	ISHARES TR RUS MD CP GR ETF IWP	IWP	143,704	$21.0m0.33%	0.33%	Reduced -134.8k	-134,754 -48.4%
76	STRYKER CORPORATION COM SYK	SYK	65,794	$20.7m0.33%	0.33%	Added +1.2k	+1,211 1.9%
77	META PLATFORMS INC CL A META	META	34,019	$19.2m0.30%	0.30%	Added +381	+381 1.1%
78	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	27,116	$19.1m0.30%	0.30%	Added +206	+206 0.8%
79	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	501,967	$19.1m0.30%	0.30%	Added +62.6k	+62,615 14.2%
80	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	85,349	$18.7m0.29%	0.29%	Added +1.7k	+1,723 2.1%
81	ELI LILLY & CO COM LLY	LLY	15,088	$18.1m0.28%	0.28%	Added +298	+298 2.0%
82	ISHARES TR IBONDS 27 ETF IBDS	IBDS	742,094	$18.0m0.28%	0.28%	Added +2.7k	+2,688 0.4%
83	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	53,297	$17.6m0.28%	0.28%	Added +202	+202 0.4%
84	PEPSICO INC COM PEP	PEP	129,101	$17.5m0.27%	0.27%	Reduced -61.6k	-61,611 -32.3%
85	HOME DEPOT INC COM HD	HD	49,273	$17.4m0.27%	0.27%	Reduced -801	-801 -1.6%
86	ORACLE CORP COM ORCL	ORCL	117,822	$17.3m0.27%	0.27%	Reduced -114.5k	-114,540 -49.3%
87	SPDR SER TR S&P DIVID ETF SDY	SDY	109,968	$16.7m0.26%	0.26%	Reduced -297	-297 -0.3%
88	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	653,571	$16.5m0.26%	0.26%	Added +15.8k	+15,773 2.5%
89	SALESFORCE INC COM CRM	CRM	100,967	$15.8m0.25%	0.25%	Added +1.1k	+1,082 1.1%
90	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	429,813	$15.8m0.25%	0.25%	Added +1.3k	+1,268 0.3%
91	COCA COLA CO COM KO	KO	189,063	$15.4m0.24%	0.24%	Reduced -7.9k	-7,890 -4.0%
92	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	333,110	$15.2m0.24%	0.24%	Added +37.0k	+37,005 12.5%
93	ABBOTT LABS COM ABT	ABT	167,679	$15.2m0.24%	0.24%	Added +4.4k	+4,393 2.7%
94	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	478,115	$15.2m0.24%	0.24%	Reduced -4.3k	-4,265 -0.9%
95	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	79,078	$15.1m0.24%	0.24%	Reduced -76	-76 -0.1%
96	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	236,093	$14.1m0.22%	0.22%	Added +1.8k	+1,785 0.8%
97	ALLSTATE CORP COM ALL	ALL	58,598	$13.9m0.22%	0.22%	Added +83	+83 0.1%
98	ISHARES TR IBONDS DEC 29 IBDU	IBDU	599,061	$13.9m0.22%	0.22%	Added +144.7k	+144,702 31.9%
99	ISHARES TR AGGRES ALLOC ETF AOA	AOA	141,970	$13.9m0.22%	0.22%	Reduced -10.3k	-10,320 -6.8%
100	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	272,316	$13.6m0.21%	0.21%	Added +12.0k	+12,020 4.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		22,904	$10.4m22.9k shares
EMCOR GROUP INC EME	EME	2,664	$2.0m2.7k shares
NICE LTD NICE	NICE	12,138	$1.3m12.1k shares
INTUIT INTU	INTU	1,289	$557.5k1.3k shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	14,244	$547.3k14.2k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,072	$421.9k3.1k shares
HOLOGIC INC HOLX	HOLX	5,191	$392.4k5.2k shares
AMERICOLD REALTY TRUST INC COLD	COLD	30,000	$343.8k30.0k shares
LAUDER ESTEE COS INC EL	EL	4,550	$326.6k4.5k shares
SPDR SER TR BIL	BIL	3,415	$313.0k3.4k shares
INVESCO EXCHANGE TRADED FD T XLG	XLG	5,670	$309.3k5.7k shares
INVESCO EXCHANGE TRADED FD T PPA	PPA	1,722	$285.4k1.7k shares
INVESCO CURRENCYSHARES BRIT FXB	FXB	2,156	$274.6k2.2k shares
INVESCO EXCH TRD SLF IDX FD BSCQ	BSCQ	12,440	$243.0k12.4k shares
INTUITIVE SURGICAL INC ISRG	ISRG	521	$240.2k521 shares
INVESCO EXCH TRD SLF IDX FD BSCR	BSCR	12,074	$237.0k12.1k shares
CHENIERE ENERGY INC LNG	LNG	824	$233.8k824 shares
HCA HEALTHCARE INC HCA	HCA	485	$229.8k485 shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	1,092	$228.3k1.1k shares
WHIRLPOOL CORP WHR	WHR	4,119	$222.1k4.1k shares
INVESCO EXCH TRADED FD TR II CGW	CGW	3,408	$217.9k3.4k shares
PAR PAC HOLDINGS INC PARR	PARR	3,250	$203.6k3.2k shares
INVESCO EXCH TRADED FD TR II RDIV	RDIV	3,648	$203.1k3.6k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	13,000	$188.0k13.0k shares
ESPERION THERAPEUTICS INC NE ESPR	ESPR	20,000	$54.8k20.0k shares