Institutional manager

Mesirow Financial Investment Management, Inc.

Holds positions in 233 of the S&P 500, worth $3.10bn as reported for the quarter ended 31-mar-2026.

Positions held233of 488 index companies covered

Reported value$3.10bnS&P 500 positions only

Top ten weight53%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 233 held. The rest are smaller than every one of these.

Berkshire HathawayBRK.B976,730$497mFinancials Alphabet Inc. (Class A)GOOGL915,885$263mCommunication Services Apple Inc.AAPL974,704$247mInformation Technology MicrosoftMSFT456,761$169mInformation Technology State Street CorporationSTT603,108$127mFinancials JPMorgan ChaseJPM311,969$92mFinancials AmazonAMZN407,829$85mConsumer Discretionary Caterpillar Inc.CAT89,940$64mIndustrials RTX CorporationRTX288,890$56mIndustrials T. Rowe PriceTROW1.5m$54mFinancials BroadcomAVGO160,012$50mInformation Technology FedExFDX132,517$47mIndustrials Thermo Fisher ScientificTMO90,383$44mHealth Care CostcoCOST43,295$43mConsumer Staples NvidiaNVDA244,268$43mInformation Technology Chevron CorporationCVX200,475$41mEnergy Bank of AmericaBAC822,060$40mFinancials Lowe'sLOW167,659$40mConsumer Discretionary InvescoIVZ64,706$37mFinancials AbbVieABBV158,536$34mHealth Care Oracle CorporationORCL232,362$34mInformation Technology Union Pacific CorporationUNP134,360$33mIndustrials TE ConnectivityTEL150,543$31mInformation Technology Linde plcLIN61,686$31mMaterials PepsiCoPEP190,712$30mConsumer Staples WalmartWMT234,533$29mConsumer Staples Johnson & JohnsonJNJ114,945$28mHealth Care Visa Inc.V88,075$27mFinancials MastercardMA49,819$25mFinancials Fifth Third BancorpFITB483,766$22mFinancials BlackRockBLK22,875$22mFinancials Jacobs SolutionsJ171,318$22mIndustrials AccentureACN109,754$22mInformation Technology American ExpressAXP70,371$21mFinancials Stryker CorporationSYK64,583$21mHealth Care Walt Disney Company (The)DIS219,096$21mCommunication Services UnitedHealth GroupUNH72,571$20mHealth Care Meta PlatformsMETA33,638$19mCommunication Services Corning Inc.GLW141,426$19mInformation Technology SalesforceCRM99,885$19mInformation Technology Philip Morris InternationalPM109,138$18mConsumer Staples Abbott LaboratoriesABT163,286$17mHealth Care Home Depot (The)HD50,074$16mConsumer Discretionary Procter & GamblePG112,290$16mConsumer Staples Hilton WorldwideHLT53,095$16mConsumer Discretionary ConocoPhillipsCOP117,225$15mEnergy Nike, Inc.NKE291,670$15mConsumer Discretionary Coca-Cola Company (The)KO196,953$15mConsumer Staples ExxonMobilXOM85,795$15mEnergy Northern TrustNTRS99,578$14mFinancials Lilly (Eli)LLY14,790$14mHealth Care PfizerPFE468,406$13mHealth Care McDonald'sMCD41,585$13mConsumer Discretionary NetflixNFLX131,624$13mCommunication Services Charles Schwab CorporationSCHW132,632$12mFinancials AllstateALL58,515$12mFinancials Kinder MorganKMI324,692$11mEnergy StarbucksSBUX111,189$10mConsumer Discretionary Illinois Tool WorksITW30,899$8mIndustrials OneokOKE75,478$7mEnergy

What this page is not

Positions in S&P 500 constituents only, 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.