Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50.2 Billion
  • Q3 2024

Baird Financial Group, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $50.2 Billion distributed in 2504 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.32B, Apple Inc. with a value of $2.2B, Jpmorgan Chase & CO with a value of $1.24B, Berkshire Hathaway Inc Class B with a value of $1.09B, and Alphabet Inc. with a value of $1.02B.

Examining the 13F form we can see an increase of $2.57B in the current position value, from $47.6B to 50.2B.

Baird Financial Group, Inc. is based out at Milwaukee, WI

Below you can find more details about Baird Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $50.2 Billion
ETFs: $13.4 Billion
Technology: $9 Billion
Financial Services: $6.92 Billion
Industrials: $5.24 Billion
Consumer Cyclical: $4.36 Billion
Healthcare: $4.03 Billion
Communication Services: $2.84 Billion
Consumer Defensive: $1.94 Billion
Other: $2.34 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11T
$2.32 Billion 4.62% of portfolio
5,388,696
Q3 2024 Added 0.53%
$3.69T
$2.2 Billion 4.39% of portfolio
9,442,439
Q3 2024 Reduced 0.08%
$729B
$1.24 Billion 2.47% of portfolio
5,864,943
Q3 2024 Added 0.41%
$614B
$1.09 Billion 2.16% of portfolio
2,358,134
Q3 2024 Added 1.18%
$1.01T
$1.02 Billion 2.03% of portfolio
6,097,456
Q3 2024 Added 1.48%
$430B
$998 Million 1.99% of portfolio
2,463,013
Q3 2024 Added 0.86%
$156B
$902 Million 1.8% of portfolio
3,556,244
Q3 2024 Added 2.03%
$406B
$665 Million 1.33% of portfolio
4,103,841
Q3 2024 Added 1.69%
$1.27T
$591 Million 1.18% of portfolio
1,032,190
Q3 2024 Added 4.09%
$47.6B
$586 Million 1.17% of portfolio
8,200,890
Q3 2024 Added 0.24%
$354B
$583 Million 1.16% of portfolio
4,804,767
Q3 2024 Reduced 3.16%
$427B
$541 Million 1.08% of portfolio
610,775
Q3 2024 Reduced 2.37%
$198B
$537 Million 1.07% of portfolio
2,849,051
Q3 2024 Added 11.17%
$90.8B
$490 Million 0.98% of portfolio
776,041
Q3 2024 Added 3.64%
$77.1B
$488 Million 0.97% of portfolio
423,323
Q3 2024 Added 1.92%
$149B
$468 Million 0.93% of portfolio
1,898,866
Q3 2024 Added 4.33%
$141B
$417 Million 0.83% of portfolio
3,549,981
Q3 2024 Added 1.72%
$313B
$417 Million 0.83% of portfolio
2,112,242
Q3 2024 Reduced 0.86%
$148B
$408 Million 0.81% of portfolio
6,298,987
Q3 2024 Added 3.62%
$1T
$329 Million 0.66% of portfolio
1,984,944
Q3 2024 Reduced 4.81%
$66.5B
$332 Million 0.66% of portfolio
1,923,564
Q3 2024 Added 917.86%
$211B
$314 Million 0.63% of portfolio
3,264,138
Q3 2024 Reduced 4.34%
$507B
$311 Million 0.62% of portfolio
1,129,531
Q3 2024 Reduced 0.08%
$240B
$300 Million 0.6% of portfolio
5,635,822
Q3 2024 Reduced 1.15%
$78B
$288 Million 0.57% of portfolio
6,292,358
Q3 2024 Added 0.84%
$418B
$282 Million 0.56% of portfolio
1,629,908
Q3 2024 Added 0.6%
$20.9B
$270 Million 0.54% of portfolio
2,610,316
Q3 2024 Added 2.25%
$497B
$261 Million 0.52% of portfolio
529,246
Q3 2024 Reduced 0.38%
$318B
$252 Million 0.5% of portfolio
1,711,666
Q3 2024 Reduced 5.69%
$711B
$245 Million 0.49% of portfolio
276,068
Q3 2024 Added 5.13%
$251B
$239 Million 0.48% of portfolio
2,104,449
Q3 2024 Added 0.14%
$377B
$237 Million 0.47% of portfolio
5,979,247
Q3 2024 Added 1.5%
$223B
$232 Million 0.46% of portfolio
1,365,125
Q3 2024 Added 1.32%
$553B
$233 Million 0.46% of portfolio
397,861
Q3 2024 Reduced 5.88%
$19.8B
$226 Million 0.45% of portfolio
1,722,369
Q3 2024 Added 1.49%
$206B
$222 Million 0.44% of portfolio
1,944,307
Q3 2024 Reduced 5.21%
$12.9B
$214 Million 0.43% of portfolio
2,767,860
Q3 2024 Added 3.79%
$288B
$198 Million 0.39% of portfolio
3,507,302
Q3 2024 Added 2.63%
$156B
$189 Million 0.38% of portfolio
199,390
Q3 2024 Reduced 4.94%
$214B
$172 Million 0.34% of portfolio
565,889
Q3 2024 Reduced 1.03%
$245B
$172 Million 0.34% of portfolio
2,128,928
Q3 2024 Reduced 2.68%
$986B
$162 Million 0.32% of portfolio
933,803
Q3 2024 Reduced 7.63%
$508B
$159 Million 0.32% of portfolio
1,357,327
Q3 2024 Reduced 2.8%
$210B
$157 Million 0.31% of portfolio
401,181
Q3 2024 Added 0.22%
$115B
$143 Million 0.29% of portfolio
1,468,593
Q3 2024 Reduced 6.38%
$150B
$145 Million 0.29% of portfolio
439,028
Q3 2024 Reduced 1.27%
$127B
$138 Million 0.28% of portfolio
499,170
Q3 2024 Reduced 1.74%
$27.3B
$134 Million 0.27% of portfolio
145,244
Q3 2024 Reduced 6.88%
$168B
$136 Million 0.27% of portfolio
263,704
Q3 2024 Reduced 1.97%

Summary

  • Portfolio
  • No. of Stocks 2,504
  • Current Value $50.2 Billion
  • Prior Value $47.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 102 stocks
  • Additional Purchases 775 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 774 stocks
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