Baird Financial Group, Inc.

CIK

1648711

City

MILWAUKEE

State / Country

Stock

Top Portfolio Positions

1,175 positions · $43,269,607,490 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	$43,834,440	674,376	+70.8%	Shares	Defined	2026-05-14
2025-12-31	$16,237,752	394,887	+5.7%	Shares	Defined	2026-02-13
2025-09-30	$17,660,585	373,769	+2.5%	Shares	Defined	2025-11-13
2025-06-30	$15,325,331	364,802	+17.8%	Shares	Defined	2025-08-13
2025-03-31	$15,280,621	309,575	+23.2%	Shares	Defined	2025-05-15
2024-12-31	$12,418,115	251,328	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$13,726,698	266,331	-5.6%	Shares	Defined	2024-11-14
2024-06-30	$17,787,002	282,199	+1.4%	Shares	Defined	2024-08-14
2024-03-31	$18,095,098	278,429	-15.2%	Shares	Defined	2024-05-14
2023-12-31	$19,594,253	328,157	-1.1%	Shares	Defined	2024-02-14
2023-09-30	$21,528,674	331,823	+69.4%	Shares	Defined	2023-11-13
2023-06-30	$11,516,743	195,863	-4.3%	Shares	Defined	2023-08-11
2023-03-31	$12,776,985	204,661	+4.4%	Shares	Defined	2023-05-15
2022-12-31	$12,342,700	195,947	+252.1%	Shares	Defined	2023-02-13
2022-09-30	$3,419,691	55,650	-72.4%	Shares	Defined	2022-11-15
2022-06-30	$11,875,682	201,693	+280.7%	Shares	Defined	2022-08-08
2022-03-31	$3,005,687	52,973	+3.8%	Shares	Defined	2022-05-13
2021-12-31	$1,479,272	51,027	-2.9%	Shares	Defined	2022-02-09
2021-09-30	$1,555,168	52,575	-23.3%	Shares	Defined	2021-11-12
2021-06-30	$2,144,402	68,577	+4.7%	Shares	Defined	2021-08-11
2021-03-31	$1,742,810	65,470	+26.0%	Shares	Defined	2021-05-13
2020-12-31	$899,720	51,977	-9.5%	Shares	Defined	2021-02-11
2020-09-30	$574,894	57,432	-2.3%	Shares	Defined	2020-11-12
2020-06-30	$1,075,545	58,773	-30.7%	Shares	Defined	2020-10-22
2020-03-31	$981,948	84,797	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.