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Mesirow Financial Investment Management, Inc.

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13F filer, CIK 1469475, CHICAGO, IL

Mesirow Financial Investment Management, Inc. reported $5,128,461,795 across 536 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 36.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004477

Period
2025-06-30
Reported value
$5.13B
Holdings
536
Top 10 weight
36.06%
New
34
Sold out
91

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWDadded+173,093$33.6M
SGOVadded+170,987$17.2M
SYKadded+43,487$17.2M
MSFTadded+17,155$8.53M
BRK-Badded+11,579$5.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ITOTreduced-888,129-$120M
IWRreduced-572,282-$52.6M
EFAreduced-364,028-$32.5M
IJHreduced-469,300-$29.1M
SHYreduced-244,281-$20.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004477, largest first. % of portfolio is the value over $5,128,461,795, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares 2,007$202K<0.01%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,935 shares 1,935$202K<0.01%newTimeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 958 shares; 2025Q1: 832 shares; 2025Q2: 716 shares 716$202K<0.01%-116Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 3,133 shares; 2025Q1: 4,768 shares; 2025Q2: 3,133 shares 3,133$200K<0.01%-1,635Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,700 shares; 2024Q4: 76,200 shares; 2025Q1: 76,200 shares; 2025Q2: 76,200 shares 76,200$184K<0.01%0Timeline
BCALCALIFORNIA BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 10,668 shares; 2025Q1: 10,668 shares; 2025Q2: 10,668 shares 10,668$168K<0.01%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,461 shares 31,461$165K<0.01%newTimeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 11,183 shares; 2025Q1: 11,327 shares; 2025Q2: 13,556 shares 13,556$151K<0.01%+2,229Timeline
DUOTDUOS TECHNOLOGIES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 18,760 shares 18,760$134K<0.01%0Timeline
MAMAMAMAS CREATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 61,008 shares; 2025Q1: 61,008 shares; 2025Q2: 16,000 shares 16,000$133K<0.01%-45,008Timeline
LIENCHICAGO ATLANTIC BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,433 shares 12,433$129K<0.01%newTimeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,834 shares; 2024Q4: 14,097 shares; 2025Q1: 14,219 shares; 2025Q2: 14,328 shares 14,328$128K<0.01%+109Timeline
POCIPRECISION OPTICS CORP INC MAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 23,364 shares; 2025Q1: 23,364 shares; 2025Q2: 23,364 shares 23,364$114K<0.01%0Timeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 36,700 shares; 2025Q1: 36,700 shares; 2025Q2: 11,600 shares 11,600$113K<0.01%-25,100Timeline
LYGLLOYDS BANKING GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,743 shares; 2025Q1: 18,598 shares; 2025Q2: 26,521 shares 26,521$113K<0.01%+7,923Timeline
CMBTCMB.TECH NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 14,054 shares; 2025Q1: 13,671 shares; 2025Q2: 11,336 shares 11,336$102K<0.01%-2,335Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 19,301 shares; 2025Q1: 32,487 shares; 2025Q2: 40,270 shares 40,270$97K<0.01%+7,783Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 105,000 shares; 2025Q2: 125,000 shares 125,000$89.6K<0.01%+20,000Timeline
CSBRCHAMPIONS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000$88.4K<0.01%0Timeline
ICCCIMMUCELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,178 shares; 2024Q4: 24,356 shares; 2025Q1: 12,178 shares; 2025Q2: 12,178 shares 12,178$84.8K<0.01%0Timeline
TDUPTHREDUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,693 shares; 2025Q1: 10,693 shares; 2025Q2: 10,693 shares 10,693$80.1K<0.01%0Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares 13,000$74.5K<0.01%0Timeline
BRFHBARFRESH FOOD GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,398 shares; 2024Q4: 21,398 shares; 2025Q1: 21,398 shares; 2025Q2: 21,398 shares 21,398$73.2K<0.01%0Timeline
NSPRINSPIREMD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000$68.1K<0.01%0Timeline
ILPTINDUSTRIAL LOGISTICS PPTYS TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,631 shares; 2025Q1: 13,666 shares; 2025Q2: 13,709 shares 13,709$62.4K<0.01%+43Timeline
NEPHNEPHROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares 13,800$56.4K<0.01%0Timeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares 18,500$42.9K<0.01%0Timeline
KLXEKLX ENERGY SERVICES HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares 22,000$41.1K<0.01%0Timeline
KRMDKORU MEDICAL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 10,959 shares; 2025Q1: 10,959 shares; 2025Q2: 10,959 shares 10,959$39.2K<0.01%0Timeline
XCMUXMFS HIGH YIELD MUN TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 11,047 shares; 2025Q1: 11,183 shares; 2025Q2: 11,340 shares 11,340$37.8K<0.01%+157Timeline
INTENSITY THERAPEUTICS INCINTENSITY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,177 shares; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares; 2025Q2: 110,000 shares 110,000$33.8K<0.01%+70,000
LIQTLIQTECH INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,754 shares; 2025Q1: 13,754 shares; 2025Q2: 13,754 shares 13,754$22K<0.01%0Timeline
ESPRESPERION THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000$19.7K<0.01%0Timeline
VXRTVAXART INC COM NEW (DE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000$9.04K<0.01%0Timeline
SGMOQSANGAMO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares 11,800$6.39K<0.01%0Timeline
WALLBOX NVWALLBOX NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$3.18K<0.01%0

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GPNGLOBAL PMTS INC97,599$9.56Mshares
URTHISHARES INC29,276$4.48Mshares
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES14,523$2.48Mshares
WFRDWEATHERFORD INTL PLC28,514$1.53Mshares
BARRICK GOLD CORPBARRICK GOLD CORP35,282$686Kshares
ADMAADMA BIOLOGICS INC30,662$633Kshares
ATECALPHATEC HLDGS INC44,508$453Kshares
CCBCOASTAL FINL CORP WA5,372$427Kshares
VITLVITAL FARMS INC12,644$425Kshares
CHEFCHEFS WHSE INC7,666$417Kshares
ROADCONSTRUCTION PARTNERS INC5,084$405Kshares
UTIUNIVERSAL TECHNICAL INST INC14,546$399Kshares
LQDTLIQUIDITY SVCS INC13,237$393Kshares
BLFSBIOLIFE SOLUTIONS INC17,120$378Kshares
NBNNORTHEAST BK PORTLAND ME4,334$368Kshares
STRLSTERLING INFRASTRUCTURE INC2,718$368Kshares
UPWKUPWORK INC27,228$347Kshares
UFPTUFP TECHNOLOGIES INC1,585$330Kshares
VLOVALERO ENERGY CORP2,459$325Kshares
SLVISHARES SILVER TR10,178$315Kshares
ESQESQUIRE FINL HLDGS INC4,008$312Kshares
CBNACHAIN BRIDGE BANCORP INC12,990$309Kshares
BELFBBEL FUSE INC4,351$306Kshares
AZZAZZ INC3,628$299Kshares
CASHPATHWARD FINANCIAL INC4,302$299Kshares
ICLRICON PUB LTD CO1,699$297Kshares
CTLPCANTALOUPE INC38,495$295Kshares
STESTERIS PLC1,278$290Kshares
TWSTTWIST BIOSCIENCE CORP7,064$281Kshares
VRRMVERRA MOBILITY CORP12,630$281Kshares
AXONAXON ENTERPRISE INC527$277Kshares
VCELVERICEL CORP6,533$269Kshares
EXPEEXPEDIA GROUP INC1,598$269Kshares
ESSESSEX PPTY TR INC876$269Kshares
AGIALAMOS GOLD INC10,036$268Kshares
NMRKNEWMARK GROUP INC24,861$267Kshares
SKYCHAMPION HOMES INC3,065$253Kshares
EOSEEOS ENERGY ENTERPRISES INC59,212$250Kshares
EXTREXTREME NETWORKS INC20,921$248Kshares
RDWREDWIRE CORPORATION27,191$247Kshares
PARPAR TECHNOLOGY CORP4,460$247Kshares
AORTARTIVION INC10,609$245Kshares
MODMODINE MFG CO3,122$241Kshares
MCBMETROPOLITAN BK HLDG CORP4,752$241Kshares
GGNGAMCO GLOBAL GOLD NAT RES &55,013$240Kshares
OSBCOLD SECOND BANCORP INC DEL16,412$239Kshares
EXPDEXPEDITORS INTL WASH INC1,952$235Kshares
TEAMATLASSIAN CORPORATION1,086$230Kshares
CECOCECO ENVIRONMENTAL CORP11,141$229Kshares
BABAALIBABA GROUP HLDG LTD1,728$228Kshares
FANGDIAMONDBACK ENERGY INC1,414$226Kshares
NWLNEWELL BRANDS INC35,800$222Kshares
BANK MONTREAL MEDIUMBANK MONTREAL MEDIUM612$220Kshares
VRDNVIRIDIAN THERAPEUTICS INC16,534$220Kshares
GLPIGAMING & LEISURE P4,283$218Kshares
CNOBCONNECTONE BANCORP INC10,145$215Kshares
HLMNHILLMAN SOLUTIONS CORP27,849$215Kshares
TBBKBANCORP INC DEL4,748$215Kshares
CDRECADRE HLDGS INC6,830$213Kshares
IDCCINTERDIGITAL INC1,025$212Kshares
MKCMCCORMICK & CO INC2,568$211Kshares
SKYHSKY HARBOUR GROUP CORPORATIO18,026$211Kshares
GNRCGENERAC HLDGS INC1,630$206Kshares
FBINFORTUNE BRANDS INNOVATIONS I3,383$206Kshares
ANIPANI PHARMACEUTICALS INC2,996$206Kshares
MECMAYVILLE ENGR CO INC15,682$197Kshares
HAPNHAPPEN INC20,844$193Kshares
HLITHARMONIC INC20,219$181Kshares
DNPDNP SELECT INCOME FD INC17,753$176Kshares
PHX MINERALS INC CL APHX MINERALS INC CL A47,542$172Kshares
GDYNGRID DYNAMICS HLDGS INC12,578$171Kshares
KBDCKAYNE ANDERSON BDC INC10,343$168Kshares
WTTRSELECT WATER SOLUTIONS INC20,597$167Kshares
SOUNSOUNDHOUND AI INC19,903$162Kshares
CLDTCHATHAM LODGING TR23,398$157Kshares
FPIFARMLAND PARTNERS INC13,094$146Kshares
SDSANDRIDGE ENERGY INC15,574$145Kshares
STOKSTOKE THERAPEUTICS INC15,779$119Kshares
HOSHORNBECK OFFSHORE SERVICES I18,215$118Kshares
SNDXSYNDAX PHARMACEUTICALS INC10,242$115Kshares
SKESKEENA RES LTD NEW10,000$101Kshares
COGTCOGENT BIOSCIENCES INC21,736$99.6Kshares
CDECOEUR MNG INC15,119$89.5Kshares
RLAYRELAY THERAPEUTICS INC32,916$84.6Kshares
RIOTRIOT PLATFORMS INC11,220$79.9Kshares
EQXEQUINOX GOLD CORP10,000$68.8Kshares
OABIOMNIAB INC30,764$59.4Kshares
NEWPNEW PAC METALS CORP20,000$22.1Kshares
LCTXLINEAGE CELL THERAPEUTICS IN20,000$9.03Kshares
P3 HEALTH PARTNERS INCP3 HEALTH PARTNERS INC15,000$2.46Kshares
WALLBOX NVWALLBOX NV15,000$332shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004477 base2025-08-04acceptance time not in the bulk data set