EdgeMarket › What Mesirow Financial Investment Management, Inc. reported owning
What Mesirow Financial Investment Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.2BPositions
517Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 468.0M | 7.6% | 976.7K | — | — |
| MOAT VanEck Morningstar Wide Moat ETF | 258.7M | 4.2% | 2.7M | 114.42 | +17.5% |
| AAPL Apple Inc. | 247.4M | 4.0% | 974.7K | 309.35 | +36.9% |
| IJR iShares Core S&P Small-Cap ETF | 195.0M | 3.2% | 1.6M | 147.31 | +29.0% |
| MSFT MICROSOFT CORP | 169.1M | 2.7% | 456.8K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 159.2M | 2.6% | 243.8K | 769.31 | +20.0% |
| FPAG FPA Global Equity ETF | 158.3M | 2.6% | 4.4M | 42.78 | +22.0% |
| GOOG Alphabet Inc. | 155.8M | 2.5% | 543.2K | 341.75 | +70.7% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 150.2M | 2.4% | 1.1M | 167.97 | +20.5% |
| IJH iShares Core S&P Mid-Cap ETF | 139.4M | 2.3% | 2.1M | 76.77 | +20.8% |
| VOO Vanguard S&P 500 ETF | 124.2M | 2.0% | 207.9K | 703.71 | +20.0% |
| IWR iShares Russell Mid-Cap ETF | 109.5M | 1.8% | 1.1M | 113.44 | +20.4% |
| GOOGL Alphabet Inc. | 107.2M | 1.7% | 372.7K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 91.8M | 1.5% | 312.0K | 351.58 | +20.3% |
| GLD SPDR GOLD TRUST | 87.3M | 1.4% | 202.8K | 423.36 | +37.3% |
| AMZN AMAZON COM INC | 84.9M | 1.4% | 407.8K | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 84.4M | 1.4% | 129.8K | 765.72 | +20.0% |
| VYM Vanguard High Dividend Yield ETF | 81.8M | 1.3% | 552.5K | 164.97 | +19.9% |
| IWF iShares Russell 1000 Growth Fund | 75.4M | 1.2% | 176.8K | 122.39 | +11.2% |
| VXUS Vanguard Total International Stock ETF | 75.0M | 1.2% | 972.6K | 87.71 | +22.7% |
| EFA iShares MSCI EAFE ETF | 70.3M | 1.1% | 724.1K | 108.24 | +17.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 69.5M | 1.1% | 690.9K | 100.63 | +0.0% |
| CAT CATERPILLAR INC | 63.7M | 1.0% | 89.9K | 827.90 | +96.8% |
| RTX RTX Corp | 55.7M | 0.9% | 288.9K | 209.91 | +34.1% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 54.4M | 0.9% | 1.5M | 42.46 | +15.8% |
| SHY iShares 1-3 Year Treasury Bond ETF | 53.0M | 0.9% | 641.6K | 82.00 | -0.9% |
| AVGO Broadcom Inc. | 49.5M | 0.8% | 160.0K | 368.45 | +26.5% |
| FDX FEDEX CORP | 47.2M | 0.8% | 132.5K | 325.08 | +43.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 44.4M | 0.7% | 90.4K | 629.27 | +27.2% |
| IWD iShares Russell 1000 Value ETF | 44.3M | 0.7% | 207.3K | 257.29 | +29.2% |
| COST COSTCO WHOLESALE CORP /NEW | 43.1M | 0.7% | 43.3K | 947.74 | -4.7% |
| FEGE First Eagle Global Equity ETF | 43.1M | 0.7% | 918.0K | 53.17 | +26.8% |
| VUG Vanguard Morningstar Growth ETF | 43.0M | 0.7% | 98.4K | 87.50 | +15.9% |
| NVDA NVIDIA CORP | 42.6M | 0.7% | 244.3K | 214.72 | +22.4% |
| VEA Vanguard FTSE Developed Markets ETF | 42.5M | 0.7% | 663.7K | 73.42 | +24.7% |
| VIG Vanguard Div Appreciation ETF | 42.4M | 0.7% | 197.0K | 243.91 | +16.2% |
| AKRE Akre Focus ETF | 42.1M | 0.7% | 797.4K | 60.52 | — |
| CVX CHEVRON CORP | 41.5M | 0.7% | 200.5K | 205.27 | +34.0% |
| IVE iShares S&P 500 Value ETF | 41.0M | 0.7% | 194.3K | 237.24 | +17.6% |
| VTV Vanguard Morningstar Value ETF | 40.8M | 0.7% | 208.1K | 226.40 | +24.6% |
| BAC BANK OF AMERICA CORP /DE/ | 40.1M | 0.6% | 822.1K | 61.69 | +27.6% |
| IEFA iShares Core MSCI EAFE ETF | 39.8M | 0.6% | 439.6K | 100.85 | +16.8% |
| LOW LOWES COMPANIES INC | 39.6M | 0.6% | 167.7K | 216.09 | -16.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 37.4M | 0.6% | 64.7K | 713.44 | +26.1% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 36.2M | 0.6% | 563.1K | 69.85 | +11.8% |
| IWP iShares Russell Midcap Growth ETF | 35.7M | 0.6% | 278.5K | 143.66 | +2.9% |
| ABBV AbbVie Inc. | 34.5M | 0.6% | 158.5K | 264.96 | +26.7% |
| ORCL ORACLE CORP | 34.2M | 0.6% | 232.4K | 146.47 | -37.7% |
| UNP UNION PACIFIC CORP | 32.6M | 0.5% | 134.4K | 308.05 | +36.5% |
| TEL TE Connectivity plc | 31.5M | 0.5% | 150.5K | 203.52 | +1.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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