Baird Financial Group, Inc.

CIK

1648711

City

MILWAUKEE

State / Country

Stock

Top Portfolio Positions

1,179 positions · $43,265,963,403 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,297,510	305,520	-0.2%	Shares	Defined	2026-05-14
2025-12-31	$2,396,943	306,123	-50.2%	Shares	Defined	2026-02-13
2025-09-30	$5,025,137	614,320	+0.3%	Shares	Defined	2025-11-13
2025-06-30	$5,187,493	612,455	-0.1%	Shares	Defined	2025-08-13
2025-03-31	$5,191,966	612,983	+17.6%	Shares	Defined	2025-05-15
2024-12-31	$4,649,960	521,296	+0.5%	Shares	Defined	2025-02-14
2024-09-30	$4,574,193	518,616	+1.6%	Shares	Defined	2024-11-14
2024-06-30	$4,414,389	510,334	-1.4%	Shares	Defined	2024-08-14
2024-03-31	$4,518,333	517,564	-6.0%	Shares	Defined	2024-05-14
2023-12-31	$4,525,858	550,591	-8.4%	Shares	Defined	2024-02-14
2023-09-30	$4,935,745	601,187	+51.7%	Shares	Defined	2023-11-13
2023-06-30	$3,127,264	396,358	+0.5%	Shares	Defined	2023-08-11
2023-03-31	$3,233,932	394,382	+3.1%	Shares	Defined	2023-05-15
2022-12-31	$3,030,722	382,667	-1.2%	Shares	Defined	2023-02-13
2022-09-30	$3,139,608	387,128	+1.5%	Shares	Defined	2022-11-15
2022-06-30	$3,180,934	381,407	+0.5%	Shares	Defined	2022-08-08
2022-03-31	$3,798,544	379,475	+0.3%	Shares	Defined	2022-05-13
2021-12-31	$3,846,497	378,220	-0.4%	Shares	Defined	2022-02-09
2021-09-30	$3,825,210	379,862	+19.3%	Shares	Defined	2021-11-12
2021-06-30	$3,189,295	318,293	+2.6%	Shares	Defined	2021-08-11
2021-03-31	$2,998,135	310,366	+0.6%	Shares	Defined	2021-05-13
2020-12-31	$2,695,547	308,415	-1.0%	Shares	Defined	2021-02-11
2020-09-30	$2,589,528	311,616	+2.0%	Shares	Defined	2020-11-12
2020-06-30	$2,412,502	305,380	-21.1%	Shares	Defined	2020-10-22
2020-03-31	$2,923,178	387,176	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.