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	$409,194	34,444	-21.1%	Shares	Defined	2026-05-14
2025-12-31	$512,756	43,676	-6.1%	Shares	Defined	2026-02-13
2025-09-30	$524,610	46,508	+67.1%	Shares	Defined	2025-11-13
2025-06-30	$307,309	27,836	-2.4%	Shares	Defined	2025-08-13
2025-03-31	$324,603	28,524	-25.9%	Shares	Defined	2025-05-15
2024-12-31	$430,575	38,513	+91.0%	Shares	Defined	2025-02-14
2024-09-30	$242,145	20,162	-4.7%	Shares	Defined	2024-11-14
2024-06-30	$242,127	21,165	-17.5%	Shares	Defined	2024-08-14
2024-03-31	$295,335	25,659	+18.0%	Shares	Defined	2024-05-14
2023-12-31	$247,068	21,749	-21.2%	Shares	Defined	2024-02-14
2023-09-30	$273,968	27,590	-37.7%	Shares	Defined	2023-11-13
2023-06-30	$489,039	44,257	-21.0%	Shares	Defined	2023-08-11
2023-03-31	$626,964	56,029	0.0%	Shares	Defined	2023-05-15
2022-12-31	$621,361	56,029	-8.9%	Shares	Defined	2023-02-13
2022-09-30	$761,729	61,529	-31.0%	Shares	Defined	2022-11-15
2022-06-30	$1,172,519	89,165	+2.2%	Shares	Defined	2022-08-08
2022-03-31	$1,117,646	87,248	+1.1%	Shares	Defined	2022-05-13
2021-12-31	$1,323,182	86,257	-4.1%	Shares	Defined	2022-02-09
2021-09-30	$1,391,371	89,940	+1.8%	Shares	Defined	2021-11-12
2021-06-30	$1,361,627	88,360	+2.1%	Shares	Defined	2021-08-11
2021-03-31	$1,301,071	86,565	+1.9%	Shares	Defined	2021-05-13
2020-12-31	$1,237,896	84,962	-0.1%	Shares	Defined	2021-02-11
2020-09-30	$1,192,919	85,087	+2.2%	Shares	Defined	2020-11-12
2020-06-30	$1,128,802	83,245	+5.5%	Shares	Defined	2020-10-22
2020-03-31	$1,045,955	78,940	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.