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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.26B
$46,000 0.0% of portfolio
4,000
Q3 2024 Reduced 77.37%
$799M
$781,000 0.0% of portfolio
17,865
Q3 2024 Reduced 14.38%
$417M
$119,000 0.0% of portfolio
13,743
Q3 2024 Reduced 3.69%
$368M
$108,000 0.0% of portfolio
44,174
Q3 2024 Reduced 3.37%
$1.93B
$36,000 0.0% of portfolio
12,675
Q3 2024 Added 10.22%
$1.63B
$414,000 0.0% of portfolio
4,338
Q3 2024 Reduced 16.35%
$1.52B
$266,000 0.0% of portfolio
6,535
Q2 2024 Reduced 7.0%
$361M
$160,000 0.0% of portfolio
15,691
Q3 2024 Added 20.78%
$1.91B
$254,000 0.0% of portfolio
3,370
Q3 2024 Reduced 1.66%
$1.76B
$332,000 0.0% of portfolio
6,180
Q1 2024 Added 8.8%
$1.98B
$358,000 0.0% of portfolio
16,402
Q3 2024 Reduced 0.61%
$1.85B
$225,000 0.0% of portfolio
10,153
Q3 2024 Reduced 22.5%
$1.4B
$113,000 0.0% of portfolio
15,940
Q3 2024 Reduced 17.79%
$1.11B
$889,000 0.0% of portfolio
393,568
Q3 2024 Added 6.89%
$684M
$371,000 0.0% of portfolio
2,900
Q1 2024 Reduced 44.23%
$1.84B
$92,000 0.0% of portfolio
16,085
Q3 2024 Added 0.31%
$1.03B
$95,000 0.0% of portfolio
14,474
Q3 2024 New
$1.37B
$536,000 0.0% of portfolio
8,222
Q2 2023 Reduced 30.76%
$497M
$41,000 0.0% of portfolio
10,000
Q3 2024 New
$664M
$138,000 0.0% of portfolio
9,805
Q3 2024 Reduced 11.0%
$936M
$260,000 0.0% of portfolio
5,933
Q1 2024 New
$1.11B
$1.41 Million 0.0% of portfolio
32,482
Q3 2024 Added 16.63%
$1.34B
$802,000 0.0% of portfolio
25,902
Q3 2024 Reduced 3.33%
$1.4B
$243,000 0.0% of portfolio
4,587
Q3 2024 Added 4.58%
$1.26B
$2.35 Million 0.0% of portfolio
54,094
Q3 2024 Reduced 2.13%
$366M
$30,000 0.0% of portfolio
3,886
Q3 2024 Reduced 65.1%
$349M
$249,000 0.0% of portfolio
22,323
Q3 2024 Added 77.9%
$981M
$260,000 0.0% of portfolio
9,907
Q3 2024 New
$1.27B
$446,000 0.0% of portfolio
5,274
Q3 2024 Reduced 2.46%
$1.38B
$348,000 0.0% of portfolio
19,700
Q3 2024 Reduced 37.19%
$1.53B
$240,000 0.0% of portfolio
6,453
Q3 2024 Reduced 2.8%

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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