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CIK: 0001469475
Total reported value
$6.4B
$6.4B
554 檔
21.4%
As reported in its official Q3 2025 Form 13F filing, Mesirow Financial Investment Management, Inc.'s tracked investment portfolio stood at $6.4B with 554 total positions.
During Q3 2025, Mesirow Financial Investment Management, Inc. performed routine portfolio adjustments (0 new buys, 24 additions, 25 trims, and 1 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 554 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.67% | +0.13% | +1.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.80% | +0.59% | -1.03% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.66% | +0.13% | -1.55% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.14% | +0.61% | +2.99% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.90% | -0.05% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.33% | +0.13% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.67% | +0.35% | +0.28% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.45% | +0.59% | -1.12% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.36% | -1.11% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.13% | -0.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.32% | -1.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.17% | -1.59% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.16% | -0.36% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.59% | +0.16% | +0.65% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | +0.06% | -3.79% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | -0.28% | +1.01% | |
| 17 | FPAG | Fpa Global Equity ETF New | ETF-Other | 1.26% | -1.21% | +6.88% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.09% | -3.71% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | +0.27% | +3.16% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.95% | -0.81% | +0.11% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.04% | -0.63% | |
| 22 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.86% | +0.14% | +30.68% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | -0.76% | +9.02% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.85% | +0.10% | +20.94% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.14% | +4.53% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.46% | -1.59% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | — | +1.11% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.03% | +1.75% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | +0.04% | +1.65% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.08% | -0.20% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | -0.90% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.05% | +1.02% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | +0.05% | +0.48% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.06% | +0.81% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.07% | +2.34% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.66% | +0.03% | -3.54% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.28% | -1.01% | |
| 38 | TEL | TE Connectivity plc | Stock-Tech | 0.60% | -0.03% | -0.51% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.54% | -0.48% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | +0.05% | +4.39% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.15% | +0.78% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.12% | +2.44% | |
| 43 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | +0.11% | +21.01% | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.55% | -0.11% | -0.68% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.01% | -1.11% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | +0.04% | +1.12% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.53% | +0.02% | +5.32% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.52% | — | -0.09% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.05% | +146.57% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.49% | +0.06% | +1.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.05% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.12% | Trim |
| 3 | IWD | Ishares Russell 1000 Value E | +0.6% | +1.75% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.17% | Trim |
| 5 | AVGO | Broadcom Inc | +0.5% | -3.71% | Trim |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +20.94% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.13% | Add |
| 8 | TCAF | T Rowe Prc Cap Appreciation | +0.3% | +30.68% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -0.89% | Add |
| 10 | V | Visa Inc-class A Shares | +0.3% | +146.57% | Add |
| 11 | ORCL | Oracle CORP | +0.3% | -1.01% | Trim |
| 12 | SYK | Stryker CORP | +0.3% | +0.74% | Add |
| 13 | FEGE | First Eagle Gl Equity ETF | +0.3% | +90.05% | Add |
| 14 | IWF | Ishares Russell 1000 Growth | +0.3% | +0.65% | Trim |
| 15 | VUG | Vanguard Growth ETF | +0.2% | +4.53% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | -1.11% | Add |
| 17 | CAT | Caterpillar Inc | +0.2% | -1.59% | Trim |
| 18 | TEL | TE Connectivity plc | +0.2% | -0.51% | Trim |
| 19 | VXUS | Vanguard Total Intl Stock | +0.2% | +3.16% | Add |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.99% | Add |
| 21 | MGC | Vanguard Mega Cap ETF | +0.2% | +21.01% | Add |
| 22 | NVDA | Nvidia CORP | +0.2% | +3.25% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.63% | Trim |
| 24 | VTWO | Vanguard Russell 2000 ETF | +0.1% | -0.85% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -0.36% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | -0.20% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.39% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.48% | Add |
| 29 | VT | Vanguard Tot World Stk ETF | +0.1% | +1.74% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.59% | Trim |
| 31 | AAPL | Apple Inc | +0.1% | -1.03% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.65% | Add |
| 33 | GLD | Spdr Gold Shares | — | +1.01% | Trim |
| 34 | MOAT | Vaneck Morningstar Wide Moat | 0% | -1.55% | Trim |
| 35 | CHD | Church & Dwight Co Inc | -0.1% | -14.11% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +0.53% | Add |
| 37 | ACN | Accenture plc | -0.2% | +0.63% | Add |
| 38 | IAU | Ishares Gold Trust | -0.2% | +0.13% | Trim |
| 39 | MDT | Medtronic plc | -0.2% | +10.06% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -6.44% | Trim |
| 41 | IEMG | Ishares Core Msci Emerging | -0.2% | +1.02% | Trim |
| 42 | IWP | Ishares Russell Mid-cap Grow | -0.3% | +0.76% | Trim |
| 43 | PEP | Pepsico Inc | -0.4% | -53.51% | Trim |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | +2.11% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.4% | +9.02% | Trim |
| 46 | EFA | Ishares Msci Eafe ETF | -0.5% | -0.48% | Trim |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.9% | +0.11% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | +1.00% | Add |
| 49 | ITOT | Ishares Core S&p Total U.s. | -1.8% | +0.28% | Trim |
| 50 | GPN | Global Payments Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mesirow Financial Investment Management, Inc. reported a total U.S. public equity portfolio value of $6.4B across 554 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, MOAT) accounted for 21.4% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
GPN
前期市值: $9.6M
During Q3 2025, Mesirow Financial Investment Management, Inc.'s top holdings by market value included BRK-B (8.7%)、AAPL (4.8%)、MOAT (4.7%). The largest single position, BRK-B, represented 8.7% of total portfolio value.
In Q3 2025, Mesirow Financial Investment Management, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 25 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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