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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Million 0.02% of portfolio
694,920
Q3 2024 Added 4.55%
$93.3B
$11.3 Million 0.02% of portfolio
27,805
Q3 2024 Reduced 0.25%
$25.7B
$10.2 Million 0.02% of portfolio
53,205
Q3 2024 Reduced 5.55%
$0
$10.5 Million 0.02% of portfolio
106,466
Q3 2024 Reduced 3.94%
$0
$8.4 Million 0.02% of portfolio
137,585
Q3 2024 Reduced 0.25%
$0
$9.29 Million 0.02% of portfolio
379,936
Q3 2024 Reduced 8.73%
$0
$11.4 Million 0.02% of portfolio
580,548
Q3 2024 Added 3.49%
$34.6B
$7.69 Million 0.02% of portfolio
64,680
Q3 2024 Added 3.57%
$0
$9.48 Million 0.02% of portfolio
151,254
Q3 2024 Reduced 4.46%
$0
$11.9 Million 0.02% of portfolio
121,140
Q3 2024 Added 31.13%
$0
$12.5 Million 0.02% of portfolio
183,981
Q3 2024 Added 0.68%
$0
$7.88 Million 0.02% of portfolio
98,184
Q3 2024 Reduced 14.15%
$0
$9.25 Million 0.02% of portfolio
96,556
Q3 2024 Added 54.0%
$0
$7.91 Million 0.02% of portfolio
66,132
Q3 2024 Added 89.44%
$0
$7.77 Million 0.02% of portfolio
35,315
Q3 2024 Reduced 1.4%
$0
$10.7 Million 0.02% of portfolio
425,450
Q3 2024 Added 7.62%
$0
$9.92 Million 0.02% of portfolio
263,518
Q3 2024 Added 39.7%
$0
$9.08 Million 0.02% of portfolio
188,279
Q3 2024 Added 2.64%
$0
$8.9 Million 0.02% of portfolio
182,854
Q3 2024 Reduced 0.63%
$90.6B
$8.17 Million 0.02% of portfolio
10,554
Q3 2024 Reduced 3.24%
$4.89B
$8.06 Million 0.02% of portfolio
23,853
Q3 2024 Reduced 1.99%
$18.3B
$8.36 Million 0.02% of portfolio
498,935
Q3 2024 Added 2.87%
$30.4B
$8.97 Million 0.02% of portfolio
56,468
Q3 2024 Reduced 4.66%
$42.4B
$10.9 Million 0.02% of portfolio
190,513
Q3 2024 Added 0.57%
$4.05B
$12.2 Million 0.02% of portfolio
444,234
Q3 2024 Added 7.35%
$92.3B
$11.3 Million 0.02% of portfolio
45,369
Q3 2024 Reduced 2.83%
$101B
$11.9 Million 0.02% of portfolio
5,782
Q3 2024 Added 2.08%
$4.28B
$11.2 Million 0.02% of portfolio
177,419
Q3 2024 Reduced 8.33%
$28.5B
$10.4 Million 0.02% of portfolio
198,729
Q3 2024 Added 36.47%
$83.6B
$8.38 Million 0.02% of portfolio
18,628
Q3 2024 Added 17.4%
$39.8B
$12.4 Million 0.02% of portfolio
169,641
Q3 2024 Added 1.82%
$76.5B
$9.87 Million 0.02% of portfolio
18,693
Q3 2024 Added 1.94%
$224B
$10.3 Million 0.02% of portfolio
89,751
Q3 2024 Added 2.83%
$0
$7.85 Million 0.02% of portfolio
510,989
Q3 2024 New
$52.3B
$8.32 Million 0.02% of portfolio
91,315
Q3 2024 Reduced 9.45%
$28.8B
$11 Million 0.02% of portfolio
83,334
Q3 2024 Reduced 11.44%
$0
$8.4 Million 0.02% of portfolio
121,284
Q3 2024 Added 0.94%
$236B
$7.87 Million 0.02% of portfolio
119,400
Q3 2024 Reduced 3.13%
$9.78B
$12.4 Million 0.02% of portfolio
88,253
Q3 2024 Added 1.61%
$0
$11.6 Million 0.02% of portfolio
382,128
Q3 2024 Added 1.99%
$0
$9.21 Million 0.02% of portfolio
106,040
Q3 2024 Added 11.17%
$0
$7.9 Million 0.02% of portfolio
95,275
Q3 2024 Added 7.08%
$121B
$8.31 Million 0.02% of portfolio
144,101
Q3 2024 Added 7.74%
$0
$11.6 Million 0.02% of portfolio
57,872
Q3 2024 Reduced 18.43%
$127B
$7.67 Million 0.02% of portfolio
95,766
Q3 2024 Added 12.19%
$19.5B
$8.5 Million 0.02% of portfolio
29,323
Q3 2024 Added 0.04%
$3.81B
$7.64 Million 0.02% of portfolio
113,558
Q3 2024 Added 12.33%
$57.6B
$11.7 Million 0.02% of portfolio
107,040
Q3 2024 Added 0.55%
$142B
$10.3 Million 0.02% of portfolio
136,428
Q3 2024 Added 2.87%

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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