Skip to content
Disclosery

Mesirow Financial Investment Management, Inc.

Follow

13F filer, CIK 1469475, CHICAGO, IL

Mesirow Financial Investment Management, Inc. reported $6,365,312,857 across 529 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 35.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001469475-26-000004

Period
2026-06-30
Reported value
$6.37B
Holdings
529
Top 10 weight
35.46%
New
38
Sold out
26

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+528,711$65.7M
VUGadded+523,994$45.1M
AKREadded+549,958$29.3M
VOadded+269,540$21.7M
VXUSadded+126,698$10.8M

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
FPAGreduced-2,219,773-$89.1M
IJHreduced-824,082-$63.5M
IWRreduced-573,058-$63.2M
MSFTreduced-142,463-$53.1M
EFAreduced-357,266-$37.1M

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 2026

Share positions as resolved from 13F-HR 0001469475-26-000004, largest first. % of portfolio is the value over $6,365,312,857, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DNPDNP SELECT INCOME FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,753 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,781 shares; 2026Q1: not reported; 2026Q2: 18,821 shares 18,821$203K<0.01%newTimeline
NACNUVEEN CA DIVI ADV MUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,902 shares; 2024Q4: 11,183 shares; 2025Q1: 11,327 shares; 2025Q2: 13,556 shares; 2025Q3: 15,840 shares; 2025Q4: 16,240 shares; 2026Q1: 16,440 shares; 2026Q2: 16,749 shares 16,749$203K<0.01%+309Timeline
ACIALBERTSONS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,204 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000$203K<0.01%0Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 884 shares 884$203K<0.01%newTimeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074$202K<0.01%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730$202K<0.01%newTimeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares; 2026Q2: 2,530 shares 2,530$201K<0.01%-2,930Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,832 shares 3,832$201K<0.01%newTimeline
GGNGAMCO GLOBAL GOLD NAT RES &Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,013 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,073 shares; 2026Q1: not reported; 2026Q2: 35,263 shares 35,263$171K<0.01%newTimeline
MMEDMINIMED GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$150K<0.01%newTimeline
ILPTINDUSTRIAL LOGISTICS PPTYS TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,595 shares; 2024Q4: 13,631 shares; 2025Q1: 13,666 shares; 2025Q2: 13,709 shares; 2025Q3: 13,827 shares; 2025Q4: not reported; 2026Q1: 14,076 shares; 2026Q2: 14,168 shares 14,168$126K<0.01%+92Timeline
LIENCHICAGO ATLANTIC BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,433 shares; 2025Q3: 12,433 shares; 2025Q4: 12,433 shares; 2026Q1: 12,433 shares; 2026Q2: 12,433 shares 12,433$121K<0.01%0Timeline
POCIPRECISION OPTICS CORP INC MAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,364 shares; 2024Q4: 23,364 shares; 2025Q1: 23,364 shares; 2025Q2: 23,364 shares; 2025Q3: 23,364 shares; 2025Q4: not reported; 2026Q1: 46,728 shares; 2026Q2: 23,364 shares 23,364$119K<0.01%-23,364Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 105,000 shares; 2025Q2: 125,000 shares; 2025Q3: 100,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,100 shares; 2026Q2: 25,100 shares 25,100$118K<0.01%-25,000Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,700 shares 10,700$117K<0.01%newTimeline
HYTBLACKROCK CORPOR HI YLD FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,600 shares; 2024Q4: 36,700 shares; 2025Q1: 36,700 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: not reported; 2026Q1: 11,600 shares; 2026Q2: 11,600 shares 11,600$99.3K<0.01%0Timeline
CSBRCHAMPIONS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 10,300 shares; 2026Q1: 15,800 shares; 2026Q2: 15,800 shares 15,800$97.3K<0.01%0Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000$97.2K<0.01%newTimeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares 65,000$93.6K<0.01%newTimeline
TDUPTHREDUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,693 shares; 2024Q4: 10,693 shares; 2025Q1: 10,693 shares; 2025Q2: 10,693 shares; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares; 2026Q1: 10,693 shares; 2026Q2: 10,693 shares 10,693$73.2K<0.01%0Timeline
KRMDKORU MEDICAL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,959 shares; 2024Q4: 10,959 shares; 2025Q1: 10,959 shares; 2025Q2: 10,959 shares; 2025Q3: 10,959 shares; 2025Q4: 12,459 shares; 2026Q1: 16,459 shares; 2026Q2: 16,459 shares 16,459$69.1K<0.01%0Timeline
PMMFRANKLIN MANAGED MUN INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,069 shares; 2026Q1: 10,199 shares; 2026Q2: 10,339 shares 10,339$67.6K<0.01%+140Timeline
PTLOPORTILLOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,994 shares; 2024Q4: 43,032 shares; 2025Q1: 43,732 shares; 2025Q2: 22,815 shares; 2025Q3: 24,840 shares; 2025Q4: 20,940 shares; 2026Q1: 37,070 shares; 2026Q2: 13,860 shares 13,860$65.7K<0.01%-23,210Timeline
INTSINTENSITY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,118 shares; 2026Q2: 14,118 shares 14,118$57.9K<0.01%0Timeline
LCTXLINEAGE CELL THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,001 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,500 shares; 2026Q2: 30,000 shares 30,000$39.3K<0.01%-500Timeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500$32.7K<0.01%0Timeline
ABOSACUMEN PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,305 shares; 2026Q2: 11,305 shares 11,305$30.2K<0.01%0Timeline
LIQTLIQTECH INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,754 shares; 2024Q4: 13,754 shares; 2025Q1: 13,754 shares; 2025Q2: 13,754 shares; 2025Q3: 13,754 shares; 2025Q4: 13,832 shares; 2026Q1: 25,737 shares; 2026Q2: 25,737 shares 25,737$21.9K<0.01%0Timeline
NSPRINSPIREMD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: not reported; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000$21K<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC45,809$10.4Mshares
EMEEMCOR GROUP INC2,664$1.97Mshares
NICENICE LTD12,138$1.34Mshares
INTUINTUIT1,289$558Kshares
IBITISHARES BITCOIN TRUST ETF14,244$547Kshares
DDDUPONT DE NEMOURS INC9,215$422Kshares
HOLXHOLOGIC INC5,191$392Kshares
COLDAMERICOLD REALTY TRUST INC30,000$344Kshares
ELLAUDER ESTEE COS INC4,550$327Kshares
BILSPDR SERIES TRUST3,415$313Kshares
XLGINVESCO EXCHANGE TRADED FD T5,670$309Kshares
PPAINVESCO EXCHANGE TRADED FD T1,722$285Kshares
FXBINVESCO CURRENCYSHARES BRIT2,156$275Kshares
BSCQINVESCO EXCH TRD SLF IDX FD12,440$243Kshares
ISRGINTUITIVE SURGICAL INC521$240Kshares
BSCRINVESCO EXCH TRD SLF IDX FD12,074$237Kshares
LNGCHENIERE ENERGY INC824$234Kshares
HCAHCA HEALTHCARE INC485$230Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI1,092$228Kshares
WHRWHIRLPOOL CORP4,119$222Kshares
CGWINVESCO EXCH TRADED FD TR II3,408$218Kshares
PARRPAR PAC HOLDINGS INC3,250$204Kshares
RDIVINVESCO EXCH TRADED FD TR II3,648$203Kshares
FOLDAMICUS THERAPEUTIC13,000$188Kshares
ESPRESPERION THERAPEUTICS INC NE20,000$54.8Kshares
XCMUXMFS HIGH YIELD MUN TR11,835$42.4Kshares

How Q2 2026 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 0001469475-26-000004 base2026-07-22acceptance time not in the bulk data set