Baird Financial Group, Inc.

CIK
1648711
City
MILWAUKEE
State / Country
WI

Top Portfolio Positions

1,169 positions · $41,980,841,566 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
10,001,362 $2,538,245,659 6.05%
MSFT
Microsoft Corp
Technology
5,782,718 $2,140,588,721 5.10%
JPM
Jpmorgan Chase & Co
Financial Services
6,687,348 $1,967,150,287 4.69%
GEV
GE Vernova Inc.
Industrials
1,373,039 $1,198,525,742 2.85%
AMZN
Amazon Com Inc
Consumer Cyclical
5,461,894 $1,137,548,662 2.71%
JNJ
Johnson & Johnson
Healthcare
4,524,578 $1,105,987,845 2.63%
GE
General Electric Co
Industrials
3,480,286 $987,600,756 2.35%
HD
Home Depot, Inc.
Consumer Cyclical
2,915,642 $958,925,495 2.28%
META
Meta Platforms, Inc.
Communication Services
1,668,044 $954,338,013 2.27%
NVDA
Nvidia Corp
Technology
4,892,044 $853,172,473 2.03%

Portfolio Trend

25 quarters · across all stocks

Holdings in OMC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $354,713,035 4,710,039
2025-12-31 $351,612,389 4,354,333
2025-09-30 $355,850,321 4,364,655
2025-06-30 $297,317,803 4,132,858
2025-03-31 $323,039,744 3,896,270
2024-12-31 $232,010,730 2,696,545
2024-09-30 $269,880,570 2,610,316
2024-06-30 $9,562,288 106,603
2024-03-31 $236,726,435 2,446,532
2023-12-31 $205,050,586 2,370,253
2023-09-30 $116,635 1,566
2023-06-30 $215,346,428 2,263,231
2023-03-31 $282,008,862 2,989,282
2022-12-31 $232,564,551 2,851,104
2022-09-30 $128,125,000 2,030,829
2022-06-30 $125,578,224 1,974,190
2022-03-31 $64,212,142 756,505
2021-12-31 $51,612,926 704,421
2021-09-30 $131,673,007 1,817,182
2021-06-30 $92,526,432 1,156,725
2021-03-31 $132,721,677 1,789,908
2020-12-31 $110,907,455 1,778,218
2020-09-30 $32,845,527 663,546
2020-06-30 $61,729,067 1,130,569
2020-03-31 $79,092,563 1,440,666