MESIROW FINANCIAL INVESTMENT MANAGEMENT INC
Q2 2026 Form 13-F
CHICAGO, ILLINOIS
CIK 0001469475
· CRD 111135
· SEC-registered investment adviser
$6.4B Reported Value Total
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. reports 90,291 total accounts under management (AUM). There are 89,163 discretionary accounts valued at $49,198,841,000, and 1,128 non-discretionary accounts valued at $1,239,534,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
27 funds
· $4.0B gross asset value
Real Estate Fund: $3.2B · Other: $725.1M · Hedge Fund: $45.6M
Source: Form ADV filed 2026-07-07
Reported value
$6.4B
Quarter over quarter
+9.5%
Holdings
529
Top-10 concentration
35.5%
Key People
Form ADV owners & control persons
Michael Edward Annin
FIDUCIARY SOLUTIONS DEPARTMENT, PRESIDENT
Alasdair Robert James Cripps
REAL ESTATE DIRECT INVESTMENTS DEPARTMENT, CEO AND CO-CHIEF INVESTMENT OFFICER
Lee Michael Gordon
WEALTH MANAGEMENT DEPARTMENT, CHAIRMAN
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 22, 2026 |
| Form | 13F-HR |
| Reported value | $6.4B |
| Positions | 529 |
| Change in reported value | +3.1% |
| New positions | 38 |
| Exited positions | 26 |
| Position turnover | 11.5% |
| Top-10 concentration | 35.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 22, 2026
|
529 | $6.4B |
|
Q1 2026 13F
Filed Apr 21, 2026
|
517 | $6.2B |
|
Q4 2025 13F
Filed Feb 5, 2026
|
485 | $4.9B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
554 | $5.6B |
|
Q2 2025 13F
Filed Aug 4, 2025
|
536 | $5.1B |
|
Q1 2025 13F
Filed May 8, 2025
|
593 | $5.2B |
|
Q4 2024 13F
Filed Feb 7, 2025
|
596 | $5.0B |
|
Q3 2024 13F
Filed Nov 1, 2024
|
593 | $5.2B |
|
Q2 2024 13F
Filed Jul 16, 2024
|
574 | $4.5B |
|
Q1 2024 13F
Filed Apr 19, 2024
|
590 | $4.4B |
|
Q4 2023 13F
Filed Jan 10, 2024
|
565 | $2.7B |
|
Q3 2023 13F
Filed Nov 6, 2023
|
81 | $23.0M |
|
Q2 2023 13F
Filed Jul 17, 2023
|
79 | $23.6M |
|
Q1 2023 13F
Filed Apr 12, 2023
|
73 | $24.1M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
77 | $23.8M |
|
Q3 2022 13F
Filed Oct 26, 2022
|
71 | $21.0M |
|
Q2 2022 13F
Filed Jul 20, 2022
|
69 | $20.7M |
|
Q1 2022 13F
Filed May 2, 2022
|
80 | $29.7M |
|
Q4 2021 13F
Filed Jan 14, 2022
|
77 | $34.7M |
|
Q3 2021 13F
Filed Oct 20, 2021
|
78 | $34.0M |
17 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRK-B BERKSHIRE HATHAWAY INC DEL | $490.6M | 7.71% |
| 2 | AAPL APPLE INC | $292.6M | 4.6% |
| 3 | MOAT VANECK ETF TRUST | $275.2M | 4.32% |
| 4 | IJR ISHARES TR | $240.0M | 3.77% |
| 5 | GOOG ALPHABET INC | $197.7M | 3.11% |
| 6 | IVV ISHARES TR | $185.0M | 2.91% |
| 7 | ITOT ISHARES TR | $176.9M | 2.78% |
| 8 | VOO VANGUARD INDEX FDS | $150.6M | 2.37% |
| 9 | GOOGL ALPHABET INC | $131.4M | 2.06% |
| 10 | MSFT MICROSOFT CORP | $117.2M | 1.84% |
| 11 | JPM JPMORGAN CHASE & CO | $103.0M | 1.62% |
| 12 | SPY STATE STR SPDR S&P 500 ETF T | $97.9M | 1.54% |
| 13 | AMZN AMAZON COM INC | $97.8M | 1.54% |
| 14 | IJH ISHARES TR | $95.6M | 1.5% |
| 15 | CAT CATERPILLAR INC | $95.1M | 1.49% |
| 16 | VXUS VANGUARD STAR FDS | $94.0M | 1.48% |
| 17 | IWF ISHARES TR | $87.6M | 1.38% |
| 18 | VYM VANGUARD WHITEHALL FDS | $87.6M | 1.38% |
| 19 | FPAG INVESTMENT MANAGERS SER TR I | $86.1M | 1.35% |
| 20 | SGOV ISHARES TR | $78.4M | 1.23% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.