Institutional manager
Mesirow Financial Investment Management, Inc.
Holds positions in 239 of the S&P 500, worth $2.93bn as reported for the quarter ended 31-mar-2026.
Positions held239of 488 index companies covered
Reported value$2.93bnS&P 500 positions only
Top ten weight54%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 239 held. The rest are smaller than every one of these.
Berkshire HathawayBRK.B976,730$497mFinancialsAlphabet Inc. (Class A)GOOGL915,885$263mCommunication ServicesApple Inc.AAPL974,704$247mInformation TechnologyMicrosoftMSFT456,761$169mInformation TechnologyJPMorgan ChaseJPM311,969$92mFinancialsAmazonAMZN407,829$85mConsumer DiscretionaryCaterpillar Inc.CAT89,940$64mIndustrialsRTX CorporationRTX288,890$56mIndustrialsBroadcomAVGO160,012$50mInformation TechnologyFedExFDX132,517$47mIndustrialsThermo Fisher ScientificTMO90,383$44mHealth CareCostcoCOST43,295$43mConsumer StaplesNvidiaNVDA244,268$43mInformation TechnologyChevron CorporationCVX200,475$41mEnergyBank of AmericaBAC822,060$40mFinancialsLowe'sLOW167,659$40mConsumer DiscretionaryAbbVieABBV158,536$34mHealth CareOracle CorporationORCL232,362$34mInformation TechnologyUnion Pacific CorporationUNP134,360$33mIndustrialsTE ConnectivityTEL150,543$31mInformation TechnologyLinde plcLIN61,686$31mMaterialsPepsiCoPEP190,712$30mConsumer StaplesWalmartWMT234,533$29mConsumer StaplesJohnson & JohnsonJNJ114,945$28mHealth CareVisa Inc.V88,075$27mFinancialsMastercardMA49,819$25mFinancialsFifth Third BancorpFITB483,766$22mFinancialsBlackRockBLK22,875$22mFinancialsJacobs SolutionsJ171,318$22mIndustrialsAccentureACN109,754$22mInformation TechnologyAmerican ExpressAXP70,371$21mFinancialsStryker CorporationSYK64,583$21mHealth CareWalt Disney Company (The)DIS219,096$21mCommunication ServicesUnitedHealth GroupUNH72,571$20mHealth CareMeta PlatformsMETA33,638$19mCommunication ServicesCorning Inc.GLW141,426$19mInformation TechnologySalesforceCRM99,885$19mInformation TechnologyPhilip Morris InternationalPM109,138$18mConsumer StaplesAbbott LaboratoriesABT163,286$17mHealth CareHome Depot (The)HD50,074$16mConsumer DiscretionaryProcter & GamblePG112,290$16mConsumer StaplesENTERPRISE PRODUCTS PARTNERS L.P.EPD428,545$16mHilton WorldwideHLT53,095$16mConsumer DiscretionaryConocoPhillipsCOP117,225$15mEnergyNike, Inc.NKE291,670$15mConsumer DiscretionaryCoca-Cola Company (The)KO196,953$15mConsumer StaplesExxonMobilXOM85,795$15mEnergyNorthern TrustNTRS99,578$14mFinancialsLilly (Eli)LLY14,790$14mHealth CarePfizerPFE468,406$13mHealth CareMcDonald'sMCD41,585$13mConsumer DiscretionaryNetflixNFLX131,624$13mCommunication ServicesCharles Schwab CorporationSCHW132,632$12mFinancialsAllstateALL58,515$12mFinancialsKinder MorganKMI324,692$11mEnergyENBRIDGE INCENB193,914$10mHoneywell TechnologiesHON45,809$10mIndustrialsStarbucksSBUX111,189$10mConsumer DiscretionaryIllinois Tool WorksITW30,899$8mIndustrialsOneokOKE75,478$7mEnergy
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.