Mesirow Financial Investment Management, Inc.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,175,290
- Description
- Chicago Illinois based fundamental portfolio management house with a corporate governance structure and a mandate specific and implementation minded investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for research led investment portfolios. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through manager selection governance and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 517 | 6,175,290 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2025 | 2/5/2026 | 485 | 4,869,540 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2025 | 11/12/2025 | 554 | 5,589,572 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2025 | 8/4/2025 | 536 | 5,128,462 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2025 | 5/8/2025 | 593 | 5,160,169 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2024 | 2/7/2025 | 596 | 5,034,471 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2024 | 11/1/2024 | 593 | 5,168,490 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2024 | 8/9/2024 | 508 | 4,441,033 | 13F-HR/A - RESTATEMENT | Mesirow Financial Investment Management, Inc. |
| Q2 2024 | 7/16/2024 | 68 | 21,212 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2024 | 4/25/2024 | 525 | 4,396,094 | 13F-HR/A - RESTATEMENT | Mesirow Financial Investment Management, Inc. |
| Q1 2024 | 4/19/2024 | 69 | 20,058 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2023 | 2/13/2024 | 565 | 2,738,567 | 13F-HR/A - RESTATEMENT | Mesirow Financial Investment Management, Inc. |
| Q4 2023 | 1/10/2024 | 81 | 25,288 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2023 | 11/6/2023 | 81 | 22,977 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2023 | 7/17/2023 | 79 | 23,600 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2023 | 4/12/2023 | 73 | 24,122 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2022 | 1/19/2023 | 77 | 23,823 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2022 | 10/26/2022 | 71 | 21,039 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2022 | 7/20/2022 | 69 | 20,673 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2022 | 5/2/2022 | 80 | 29,670 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2021 | 1/14/2022 | 77 | 34,669 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2021 | 10/20/2021 | 78 | 33,975 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2021 | 7/23/2021 | 85 | 39,138 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2021 | 4/14/2021 | 135 | 36,784 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2020 | 1/14/2021 | 126 | 31,618 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q3 2020 | 10/13/2020 | 70 | 23,331 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q2 2020 | 7/22/2020 | 70 | 21,239 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q1 2020 | 4/9/2020 | 68 | 15,870 | 13F-HR | Mesirow Financial Investment Management, Inc. |
| Q4 2019 | 1/9/2020 | 62 | 23,685 | 13F-HR | Mesirow Financial Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.059 M | 49.5% | 0 | 735.7 K | -735.7 K |
| ETFs | 3.057 M | 49.5% | 2.013 M | 0 | 2.013 M |
| Debt | 58.58 K | 0.9% | 28.48 K | 0 | 28.48 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
6,175,290
Holdings
517
QoQ value change ($000)
1,305,750
(26.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.