Baird Financial Group, Inc.
CIK
1648711
City
MILWAUKEE
State / Country
WI
Top Portfolio Positions
1,177 positions ·
$43,276,526,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,001,362 | $2,538,245,659 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
5,782,718 | $2,140,588,721 | 4.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,687,348 | $1,967,150,287 | 4.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,666,968 | $1,278,011,064 | 2.95% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,373,039 | $1,198,525,742 | 2.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,461,894 | $1,137,548,662 | 2.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,524,578 | $1,105,987,845 | 2.56% | |
| GE |
General Electric Co
Industrials
|
3,480,286 | $987,600,756 | 2.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,915,642 | $958,925,495 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,668,044 | $954,338,013 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BUI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $604,233 | 22,905 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $613,836 | 23,894 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $625,960 | 23,919 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $683,276 | 26,535 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $596,255 | 26,348 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $453,628 | 19,361 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $466,481 | 18,787 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $410,594 | 18,537 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $393,372 | 18,237 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $370,656 | 16,987 | Shares | Defined | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||