Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $490,579,109 | 7.7% |
| Apple Inc.COM | COM | $292,633,057 | 4.6% |
| Vaneck ETF TrustMRNGSTR WDE MOAT | MRNGSTR WDE MOAT | $275,235,680 | 4.3% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $239,991,864 | 3.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $197,690,951 | 3.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $184,994,351 | 2.9% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $176,863,746 | 2.8% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $150,647,127 | 2.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $131,410,262 | 2.1% |
| Microsoft Corp.COM | COM | $117,243,021 | 1.8% |
| JPMORGAN Chase & COCOM | COM | $102,954,345 | 1.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $97,856,658 | 1.5% |
| Amazon Com Inc.COM | COM | $97,756,660 | 1.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $95,606,374 | 1.5% |
| Caterpillar Inc.COM | COM | $95,087,281 | 1.5% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $93,983,067 | 1.5% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $87,599,938 | 1.4% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $87,553,152 | 1.4% |
| Investment Managers Ser TR IFPA GBL EQTY ETF | FPA GBL EQTY ETF | $86,059,347 | 1.4% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $78,425,145 | 1.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $72,159,011 | 1.1% |
| Profesionally Managed PortfoAKRE FOCUS ETF | AKRE FOCUS ETF | $71,665,557 | 1.1% |
| T Rowe Price Exchange-tradedCAP APPRECIATION | CAP APPRECIATION | $64,843,682 | 1.0% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $61,006,852 | 1.0% |
| Broadcom Inc.COM | COM | $56,922,953 | 0.9% |
| Rtx CorporationCOM | COM | $55,055,101 | 0.9% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $53,613,263 | 0.8% |
| Rbb Fund TrustFIRST EAGLE GBL | FIRST EAGLE GBL | $52,093,146 | 0.8% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $47,640,614 | 0.7% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $47,254,356 | 0.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $46,733,423 | 0.7% |
| Bank OF Amer Corp.COM | COM | $46,381,084 | 0.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $46,110,877 | 0.7% |
| Thermo Fisher Scientific Inc.COM | COM | $46,029,920 | 0.7% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $43,798,634 | 0.7% |
| Fedex Corp.COM | COM | $41,629,407 | 0.7% |
| Costco Wholesale CorporationCOM | COM | $41,477,104 | 0.7% |
| Abbvie Inc.COM | COM | $40,011,877 | 0.6% |
| Vanguard World FDMEGA CAP INDEX | MEGA CAP INDEX | $39,738,418 | 0.6% |
| iShares TRCORE 60 BALA ETF | CORE 60 BALA ETF | $39,319,277 | 0.6% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $38,111,473 | 0.6% |
| Lowes Cos Inc.COM | COM | $37,266,612 | 0.6% |
| Union Pac Corp.COM | COM | $36,602,311 | 0.6% |
| Corning Inc.COM | COM | $36,113,947 | 0.6% |
| Chevron CorporationCOM | COM | $32,992,353 | 0.5% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $32,827,733 | 0.5% |
| Linde PLCSHS | SHS | $32,053,680 | 0.5% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $31,933,819 | 0.5% |
| Visa Inc.COM CL A | COM CL A | $30,550,815 | 0.5% |
| TE Connectivity PLCORD SHS | ORD SHS | $30,435,695 | 0.5% |
Berkshire Hathaway Inc. DelCL B NEW$490,579,109
- Class
- CL B NEW
- Share
- 7.7%
Apple Inc.COM$292,633,057
- Class
- COM
- Share
- 4.6%
Vaneck ETF TrustMRNGSTR WDE MOAT$275,235,680
- Class
- MRNGSTR WDE MOAT
- Share
- 4.3%
iShares TRCORE S&P SCP ETF$239,991,864
- Class
- CORE S&P SCP ETF
- Share
- 3.8%
Alphabet Inc.CAP STK CL C$197,690,951
- Class
- CAP STK CL C
- Share
- 3.1%
iShares TRCORE S&P500 ETF$184,994,351
- Class
- CORE S&P500 ETF
- Share
- 2.9%
iShares TRCORE S&P TTL STK$176,863,746
- Class
- CORE S&P TTL STK
- Share
- 2.8%
Vanguard Index FdsS&P 500 ETF SHS$150,647,127
- Class
- S&P 500 ETF SHS
- Share
- 2.4%
Alphabet Inc.CAP STK CL A$131,410,262
- Class
- CAP STK CL A
- Share
- 2.1%
Microsoft Corp.COM$117,243,021
- Class
- COM
- Share
- 1.8%
JPMORGAN Chase & COCOM$102,954,345
- Class
- COM
- Share
- 1.6%
State Str SPDR S&P 500 ETF TTR UNIT$97,856,658
- Class
- TR UNIT
- Share
- 1.5%
Amazon Com Inc.COM$97,756,660
- Class
- COM
- Share
- 1.5%
iShares TRCORE S&P MCP ETF$95,606,374
- Class
- CORE S&P MCP ETF
- Share
- 1.5%
Caterpillar Inc.COM$95,087,281
- Class
- COM
- Share
- 1.5%
Vanguard Star FdsVG TL INTL STK F$93,983,067
- Class
- VG TL INTL STK F
- Share
- 1.5%
iShares TRRUS 1000 GRW ETF$87,599,938
- Class
- RUS 1000 GRW ETF
- Share
- 1.4%
Vanguard Whitehall FdsHIGH DIV YLD$87,553,152
- Class
- HIGH DIV YLD
- Share
- 1.4%
Investment Managers Ser TR IFPA GBL EQTY ETF$86,059,347
- Class
- FPA GBL EQTY ETF
- Share
- 1.4%
iShares TR0-3 MTH TREASURY$78,425,145
- Class
- 0-3 MTH TREASURY
- Share
- 1.2%
SPDR Gold TRGOLD SHS$72,159,011
- Class
- GOLD SHS
- Share
- 1.1%
Profesionally Managed PortfoAKRE FOCUS ETF$71,665,557
- Class
- AKRE FOCUS ETF
- Share
- 1.1%
T Rowe Price Exchange-tradedCAP APPRECIATION$64,843,682
- Class
- CAP APPRECIATION
- Share
- 1.0%
iShares TRRUS MID CAP ETF$61,006,852
- Class
- RUS MID CAP ETF
- Share
- 1.0%
Broadcom Inc.COM$56,922,953
- Class
- COM
- Share
- 0.9%
Rtx CorporationCOM$55,055,101
- Class
- COM
- Share
- 0.9%
Vanguard Index FdsGROWTH ETF$53,613,263
- Class
- GROWTH ETF
- Share
- 0.8%
Rbb Fund TrustFIRST EAGLE GBL$52,093,146
- Class
- FIRST EAGLE GBL
- Share
- 0.8%
iShares TRRUS 1000 VAL ETF$47,640,614
- Class
- RUS 1000 VAL ETF
- Share
- 0.7%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$47,254,356
- Class
- VAN FTSE DEV MKT
- Share
- 0.7%
Vanguard Specialized FundsDIV APP ETF$46,733,423
- Class
- DIV APP ETF
- Share
- 0.7%
Bank OF Amer Corp.COM$46,381,084
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsVALUE ETF$46,110,877
- Class
- VALUE ETF
- Share
- 0.7%
Thermo Fisher Scientific Inc.COM$46,029,920
- Class
- COM
- Share
- 0.7%
iShares TRCORE MSCI EAFE$43,798,634
- Class
- CORE MSCI EAFE
- Share
- 0.7%
Fedex Corp.COM$41,629,407
- Class
- COM
- Share
- 0.7%
Costco Wholesale CorporationCOM$41,477,104
- Class
- COM
- Share
- 0.7%
Abbvie Inc.COM$40,011,877
- Class
- COM
- Share
- 0.6%
Vanguard World FDMEGA CAP INDEX$39,738,418
- Class
- MEGA CAP INDEX
- Share
- 0.6%
iShares TRCORE 60 BALA ETF$39,319,277
- Class
- CORE 60 BALA ETF
- Share
- 0.6%
iShares TRMSCI EAFE ETF$38,111,473
- Class
- MSCI EAFE ETF
- Share
- 0.6%
Lowes Cos Inc.COM$37,266,612
- Class
- COM
- Share
- 0.6%
Union Pac Corp.COM$36,602,311
- Class
- COM
- Share
- 0.6%
Corning Inc.COM$36,113,947
- Class
- COM
- Share
- 0.6%
Chevron CorporationCOM$32,992,353
- Class
- COM
- Share
- 0.5%
Vanguard Intl Equity Index FTT WRLD ST ETF$32,827,733
- Class
- TT WRLD ST ETF
- Share
- 0.5%
Linde PLCSHS$32,053,680
- Class
- SHS
- Share
- 0.5%
Vanguard Scottsdale FdsSHRT TRM CORP BD$31,933,819
- Class
- SHRT TRM CORP BD
- Share
- 0.5%
Visa Inc.COM CL A$30,550,815
- Class
- COM CL A
- Share
- 0.5%
TE Connectivity PLCORD SHS$30,435,695
- Class
- ORD SHS
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 529 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1469475
- File number
- 028-13776
- Options
- 0 call, 0 put
- In the 25 largest
- 55.1%
- Prior quarter
- $6,175,289,814 at 31 March 2026
- Positions opened
- 38
- Positions closed
- 26
Common questions
What are Mesirow Financial Investment Management’s 13F holdings worth?
$6,365,312,857 across 529 positions for the quarter ended 30 June 2026.
What is Mesirow Financial Investment Management’s largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL B NEW) was the largest position at $490,579,109, or 7.7% of reported 13F value, as of 30 June 2026.
How concentrated is Mesirow Financial Investment Management’s 13F portfolio?
The ten largest positions accounted for 35.5% of reported value and the twenty-five largest for 55.1%, across 529 positions as of 30 June 2026.
Does Form 13F show everything Mesirow Financial Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Mesirow Financial Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.