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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135M
$6.06 Million 0.01% of portfolio
2,040,730
Q3 2024 Added 67.13%
$82.8M
$22,000 0.0% of portfolio
18,936
Q3 2024 Reduced 3.98%
$146M
$1.01 Million 0.0% of portfolio
300,000
Q3 2024 New
$112M
$1.02 Million 0.0% of portfolio
5,360,801
Q3 2024 Added 14.15%
$129M
$1.9 Million 0.0% of portfolio
721,394
Q3 2024 Added 18.39%
$86.9M
$31,000 0.0% of portfolio
15,090
Q2 2024 New
$294M
$20,000 0.0% of portfolio
11,950
Q2 2023 Reduced 71.77%
$77.1M
$9,000 0.0% of portfolio
10,000
Q3 2023 New
$137M
$1.38 Million 0.0% of portfolio
80,433
Q3 2024 Added 25.18%
$166M
$122,000 0.0% of portfolio
35,985
Q3 2024 Reduced 1.31%
$63.1M
$183,000 0.0% of portfolio
18,163
N/A
$267M
$104,000 0.0% of portfolio
73,891
Q3 2024 Reduced 0.47%
$62.2M
$31,000 0.0% of portfolio
37,800
Q3 2024 Added 2.72%
$184M
$264,000 0.0% of portfolio
32,759
Q3 2024 Reduced 66.92%
$103M
$308,000 0.0% of portfolio
856,810
Q3 2024 Added 118.2%
$278M
$108,000 0.0% of portfolio
44,174
Q3 2024 Reduced 3.37%
$112M
$529,000 0.0% of portfolio
40,794
Q4 2023 Reduced 2.39%
$277M
$128,000 0.0% of portfolio
28,260
Q4 2023 Reduced 43.48%
$50.9M
$724,000 0.0% of portfolio
2,068,643
Q3 2024 Added 44.26%
$159M
$418,000 0.0% of portfolio
9,800
Q1 2024 Added 11.36%
$239M
$2.42 Million 0.0% of portfolio
2,282,200
Q3 2024 Added 0.2%
$216M
$118,000 0.0% of portfolio
14,209
Q3 2024 New
$127M
$315,000 0.0% of portfolio
92,461
Q3 2024 Reduced 65.46%
$194M
$343,000 0.0% of portfolio
11,296
Q3 2023 Reduced 15.04%
$155M
$60,000 0.0% of portfolio
18,193
Q3 2024 Reduced 43.44%
$244M
$10,000 0.0% of portfolio
30,600
Q1 2021 Reduced 7.55%

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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