MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Filed: 11/12/2025ACC: 0001469475-25-000002

📋 What this filing means

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 554 equity positions with a total reported market value of $5.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

554

Positions

$5.59B

Total AUM (reported)

43.34M

Total Shares

Allocation by class

COM$1.92B34.3%

CL B NEW$484.58M8.7%

MRNGSTR WDE MOAT$260.39M4.7%

CORE S&P SCP ETF$175.65M3.1%

CORE S&P500 ETF$162.00M2.9%

CORE S&P TTL STK$148.98M2.7%

CAP STK CL C$136.82M2.4%

Portfolio Concentration

Top 3$1.01B18.1%

4–10$1.02B18.2%

11–25$1.01B18.1%

Rest$2.55B45.6%

Top 3 weight

18.1%

Top 10 weight

36.3%

Voting Authority Distribution

Total shares with voting rights: 43.34M

Sole

Full voting authority

43.34M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole554

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings554

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares963.90K

TypeSH

Market value$484.58M

8.67%

Sole

963.90K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares1.05M

TypeSH

Market value$268.21M

4.80%

Sole

1.05M

Shared

0.00

None

0.00

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares2.63M

TypeSH

Market value$260.39M

4.66%

Sole

2.63M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares1.48M

TypeSH

Market value$175.65M

3.14%

Sole

1.48M

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares330.55K

TypeSH

Market value$171.22M

3.06%

Sole

330.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares242K

TypeSH

Market value$162.00M

2.90%

Sole

242K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares1.02M

TypeSH

Market value$148.98M

2.67%

Sole

1.02M

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares561.78K

TypeSH

Market value$136.82M

2.45%

Sole

561.78K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares199.75K

TypeSH

Market value$122.32M

2.19%

Sole

199.75K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares316.47K

TypeSH

Market value$99.82M

1.79%

Sole

316.47K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares391.61K

TypeSH

Market value$95.20M

1.70%

Sole

391.61K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares134.97K

TypeSH

Market value$89.91M

1.61%

Sole

134.97K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares407.82K

TypeSH

Market value$89.54M

1.60%

Sole

407.82K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares190K

TypeSH

Market value$89.01M

1.59%

Sole

190K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares548.45K

TypeSH

Market value$77.30M

1.38%

Sole

548.45K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares214.40K

TypeSH

Market value$76.21M

1.36%

Sole

214.40K

Shared

0.00

None

0.00

INVESTMENT MANAGERS SER TR I

SOLE

FPA GBL EQTY ETF

Shares1.97M

TypeSH

Market value$70.66M

1.26%

Sole

1.97M

Shared

0.00

None

0.00

BROADCOM INC

SOLE

COM

Shares211.63K

TypeSH

Market value$69.82M

1.25%

Sole

211.63K

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares869.41K

TypeSH

Market value$63.87M

1.14%

Sole

869.41K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MID CAP ETF

Shares547.96K

TypeSH

Market value$52.91M

0.95%

Sole

547.96K

Shared

0.00

None

0.00

RTX CORPORATION

SOLE

COM

Shares290.58K

TypeSH

Market value$48.62M

0.87%

Sole

290.58K

Shared

0.00

None

0.00

T ROWE PRICE ETF INC

SOLE

CAP APPRECIATION

Shares1.27M

TypeSH

Market value$47.95M

0.86%

Sole

1.27M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares732.34K

TypeSH

Market value$47.79M

0.86%

Sole

732.34K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares474.51K

TypeSH

Market value$47.78M

0.85%

Sole

474.51K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares93.35K

TypeSH

Market value$44.78M

0.80%

Sole

93.35K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	963.90K	SH	$484.58M 8.67%	963.90K
APPLE INCSOLE	COM	1.05M	SH	$268.21M 4.80%	1.05M
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	2.63M	SH	$260.39M 4.66%	2.63M
ISHARES TRSOLE	CORE S&P SCP ETF	1.48M	SH	$175.65M 3.14%	1.48M
MICROSOFT CORPSOLE	COM	330.55K	SH	$171.22M 3.06%	330.55K
ISHARES TRSOLE	CORE S&P500 ETF	242K	SH	$162.00M 2.90%	242K
ISHARES TRSOLE	CORE S&P TTL STK	1.02M	SH	$148.98M 2.67%	1.02M
ALPHABET INCSOLE	CAP STK CL C	561.78K	SH	$136.82M 2.45%	561.78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	199.75K	SH	$122.32M 2.19%	199.75K
JPMORGAN CHASE & CO.SOLE	COM	316.47K	SH	$99.82M 1.79%	316.47K
ALPHABET INCSOLE	CAP STK CL A	391.61K	SH	$95.20M 1.70%	391.61K
SPDR S&P 500 ETF TRSOLE	TR UNIT	134.97K	SH	$89.91M 1.61%	134.97K
AMAZON COM INCSOLE	COM	407.82K	SH	$89.54M 1.60%	407.82K
ISHARES TRSOLE	RUS 1000 GRW ETF	190K	SH	$89.01M 1.59%	190K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	548.45K	SH	$77.30M 1.38%	548.45K
SPDR GOLD TRSOLE	GOLD SHS	214.40K	SH	$76.21M 1.36%	214.40K
INVESTMENT MANAGERS SER TR ISOLE	FPA GBL EQTY ETF	1.97M	SH	$70.66M 1.26%	1.97M
BROADCOM INCSOLE	COM	211.63K	SH	$69.82M 1.25%	211.63K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	869.41K	SH	$63.87M 1.14%	869.41K
ISHARES TRSOLE	RUS MID CAP ETF	547.96K	SH	$52.91M 0.95%	547.96K
RTX CORPORATIONSOLE	COM	290.58K	SH	$48.62M 0.87%	290.58K
T ROWE PRICE ETF INCSOLE	CAP APPRECIATION	1.27M	SH	$47.95M 0.86%	1.27M
ISHARES TRSOLE	CORE S&P MCP ETF	732.34K	SH	$47.79M 0.86%	732.34K
ISHARES TRSOLE	0-3 MNTH TREASRY	474.51K	SH	$47.78M 0.85%	474.51K
VANGUARD INDEX FDSSOLE	GROWTH ETF	93.35K	SH	$44.78M 0.80%	93.35K

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