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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$887 Million 1.77% of portfolio
2,362,045
Q3 2024 Added 5.67%
$0
$872 Million 1.74% of portfolio
16,518,444
Q3 2024 Reduced 4.85%
$0
$843 Million 1.68% of portfolio
4,439,383
Q3 2024 Added 18.46%
$0
$706 Million 1.41% of portfolio
8,014,745
Q3 2024 Reduced 1.12%
$0
$472 Million 0.94% of portfolio
894,394
Q3 2024 Added 7.51%
$0
$463 Million 0.92% of portfolio
3,955,610
Q3 2024 Added 3.82%
$0
$401 Million 0.8% of portfolio
5,138,448
Q3 2024 Reduced 7.97%
$0
$387 Million 0.77% of portfolio
670,398
Q3 2024 Added 8.66%
$0
$356 Million 0.71% of portfolio
620,958
Q3 2024 Added 6.64%
$0
$239 Million 0.48% of portfolio
1,366,708
Q3 2024 Added 1.2%
$0
$238 Million 0.47% of portfolio
3,035,983
Q3 2024 Added 3.67%
$0
$232 Million 0.46% of portfolio
2,360,397
Q3 2024 Added 17.46%
$0
$223 Million 0.45% of portfolio
3,782,326
Q3 2024 Added 33.66%
$0
$200 Million 0.4% of portfolio
3,202,563
Q3 2024 Added 1.85%
$0
$200 Million 0.4% of portfolio
2,388,676
Q3 2024 Added 19.0%
$0
$197 Million 0.39% of portfolio
889,883
Q3 2024 Reduced 22.07%
$0
$182 Million 0.36% of portfolio
3,813,825
Q3 2024 Added 7.99%
$0
$172 Million 0.34% of portfolio
725,281
Q3 2024 Reduced 0.9%
$0
$159 Million 0.32% of portfolio
4,623,941
Q3 2024 Added 2.22%
$0
$154 Million 0.31% of portfolio
314,806
Q3 2024 Added 8.84%
$0
$151 Million 0.3% of portfolio
2,391,442
Q3 2024 Reduced 1.83%
$0
$144 Million 0.29% of portfolio
2,496,691
Q3 2024 Added 9.91%
$0
$129 Million 0.26% of portfolio
1,527,493
Q3 2024 Added 18.66%
$0
$131 Million 0.26% of portfolio
495,797
Q3 2024 Reduced 6.94%
$0
$123 Million 0.25% of portfolio
320,648
Q3 2024 Added 12.15%
$0
$119 Million 0.24% of portfolio
655,176
Q3 2024 Added 6.87%
$0
$112 Million 0.22% of portfolio
1,335,401
Q3 2024 Added 1.69%
$0
$110 Million 0.22% of portfolio
2,046,473
Q3 2024 Added 1.46%
$0
$112 Million 0.22% of portfolio
3,697,396
Q3 2024 Added 6.83%
$0
$93.1 Million 0.19% of portfolio
972,829
Q3 2024 Reduced 7.86%
$42.2B
$91.1 Million 0.18% of portfolio
1,833,969
Q3 2024 Reduced 6.79%
$0
$86 Million 0.17% of portfolio
1,681,351
Q3 2024 Added 10.76%
$0
$75.7 Million 0.15% of portfolio
240,738
Q3 2024 Reduced 0.29%
$84B
$75.9 Million 0.15% of portfolio
312,117
Q3 2024 Reduced 0.56%
$0
$69.2 Million 0.14% of portfolio
1,195,885
Q3 2024 Added 4.68%
$0
$67.3 Million 0.13% of portfolio
341,399
Q3 2024 Reduced 2.12%
$0
$66.4 Million 0.13% of portfolio
1,115,217
Q3 2024 Added 22.56%
$0
$60 Million 0.12% of portfolio
957,396
Q3 2024 Reduced 1.22%
$0
$61.3 Million 0.12% of portfolio
698,016
Q3 2024 Reduced 32.52%
$0
$52.8 Million 0.11% of portfolio
1,516,578
Q3 2024 Added 3.11%
$0
$55 Million 0.11% of portfolio
929,687
Q3 2024 Added 30.08%
$0
$54.6 Million 0.11% of portfolio
304,643
Q3 2024 Reduced 4.58%
$0
$57.2 Million 0.11% of portfolio
622,761
Q3 2024 Added 30.34%
$0
$55.7 Million 0.11% of portfolio
1,245,890
Q3 2024 Added 20.4%
$0
$56.1 Million 0.11% of portfolio
437,739
Q3 2024 Added 4.75%
$0
$51.8 Million 0.1% of portfolio
1,422,875
Q3 2024 Added 17.54%
$0
$51.9 Million 0.1% of portfolio
571,892
Q3 2024 Reduced 14.76%
$0
$51.8 Million 0.1% of portfolio
1,138,107
Q3 2024 Reduced 35.03%
$0
$45 Million 0.09% of portfolio
364,244
Q3 2024 Reduced 1.1%

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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