Baird Financial Group, Inc.

CIK

1648711

City

MILWAUKEE

State / Country

Stock

Top Portfolio Positions

1,177 positions · $43,276,526,464 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	$505,985	51,265	0.0%	Shares	Defined	2026-05-14
2025-12-31	$531,617	51,265	0.0%	Shares	Defined	2026-02-13
2025-09-30	$518,801	51,265	0.0%	Shares	Defined	2025-11-13
2025-06-30	$486,504	51,265	-0.7%	Shares	Defined	2025-08-13
2025-03-31	$514,184	51,625	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$517,775	51,265	0.0%	Shares	Defined	2025-02-14
2024-09-30	$541,357	51,265	0.0%	Shares	Defined	2024-11-14
2024-06-30	$526,491	51,265	-1.7%	Shares	Defined	2024-08-14
2024-03-31	$514,129	52,143	+1.7%	Shares	Defined	2024-05-14
2023-12-31	$507,029	51,267	-6.4%	Shares	Defined	2024-02-14
2023-09-30	$465,502	54,765	-1.1%	Shares	Defined	2023-11-13
2023-06-30	$537,593	55,365	0.0%	Shares	Defined	2023-08-11
2023-03-31	$550,327	55,365	+0.7%	Shares	Defined	2023-05-15
2022-12-31	$552,739	54,999	-43.8%	Shares	Defined	2023-02-13
2022-09-30	$916,306	97,896	-0.6%	Shares	Defined	2022-11-15
2022-06-30	$1,036,814	98,463	-3.2%	Shares	Defined	2022-08-08
2022-03-31	$1,182,230	101,741	-11.6%	Shares	Defined	2022-05-13
2021-12-31	$1,608,687	115,153	+7.6%	Shares	Defined	2022-02-09
2021-09-30	$1,465,459	107,046	+2.6%	Shares	Defined	2021-11-12
2021-06-30	$1,463,070	104,356	-0.9%	Shares	Defined	2021-08-11
2021-03-31	$1,419,861	105,331	+10.3%	Shares	Defined	2021-05-13
2020-12-31	$1,261,158	95,470	+18.0%	Shares	Defined	2021-02-11
2020-09-30	$1,004,864	80,907	-21.8%	Shares	Defined	2020-11-12
2020-06-30	$1,245,332	103,433	+13.3%	Shares	Defined	2020-08-14
2020-03-31	$1,103,937	91,310	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.