Baird Financial Group, Inc.
CIK
1648711
City
MILWAUKEE
State / Country
WI
Top Portfolio Positions
1,179 positions ·
$43,265,963,403 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 NMZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,635,483 | 157,561 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,604,812 | 157,489 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,129,024 | 201,041 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,020,065 | 194,799 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,136,985 | 195,874 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,025,891 | 187,409 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,034,949 | 174,524 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,701,259 | 157,670 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,638,658 | 155,176 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,429,319 | 144,668 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,023,760 | 110,319 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,127,047 | 106,627 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,233,986 | 114,258 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,067,687 | 103,258 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $823,037 | 80,062 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $931,905 | 79,650 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,038,913 | 79,855 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,052,956 | 69,640 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $719,948 | 48,777 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $614,153 | 39,906 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $195,180 | 13,526 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $153,645 | 10,655 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $291,586 | 21,615 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $288,320 | 21,859 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $224,050 | 17,996 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||