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
$11.6 Million 0.02% of portfolio
291,032
Q3 2024 Reduced 36.83%
$0
$11.7 Million 0.02% of portfolio
136,768
Q3 2024 Added 18.03%
$0
$11.6 Million 0.02% of portfolio
47,326
Q3 2024 Reduced 19.25%
$0
$10.1 Million 0.02% of portfolio
163,810
Q3 2024 Reduced 0.17%
$0
$9.93 Million 0.02% of portfolio
48,044
Q3 2024 Reduced 0.74%
$0
$11.2 Million 0.02% of portfolio
77,269
Q3 2024 Added 0.74%
$0
$7.67 Million 0.02% of portfolio
60,925
Q3 2024 Reduced 0.3%
$0
$10.3 Million 0.02% of portfolio
38,493
Q3 2024 Added 4.27%
$0
$12.5 Million 0.02% of portfolio
47,428
Q3 2024 Added 19.42%
$116B
$10.8 Million 0.02% of portfolio
23,168
Q3 2024 Reduced 56.91%
$2.43B
$9.05 Million 0.02% of portfolio
259,607
Q3 2024 Reduced 35.07%
$22.4B
$12.2 Million 0.02% of portfolio
33,890
Q3 2024 Added 1.56%
$28.8B
$12.4 Million 0.02% of portfolio
203,250
Q3 2024 Added 5.43%
$0
$10.5 Million 0.02% of portfolio
238,357
Q3 2024 Added 1.34%
$0
$3.4 Million 0.01% of portfolio
289,309
Q3 2024 Added 2.59%
$38.4B
$5.91 Million 0.01% of portfolio
73,317
Q3 2024 Added 39.33%
$10.3B
$6.11 Million 0.01% of portfolio
38,592
Q3 2024 Reduced 0.61%
$0
$6.86 Million 0.01% of portfolio
380,457
Q3 2024 Added 1.81%
$966M
$3.17 Million 0.01% of portfolio
99,572
Q3 2024 Added 8.07%
$1.67B
$3.77 Million 0.01% of portfolio
82,894
Q3 2024 Added 7.8%
$21.1B
$2.56 Million 0.01% of portfolio
52,451
Q3 2024 Reduced 1.78%
$0
$3.8 Million 0.01% of portfolio
33,041
Q3 2024 Reduced 8.79%
$0
$3.5 Million 0.01% of portfolio
75,257
Q3 2024 Added 1.0%
$0
$3.52 Million 0.01% of portfolio
86,543
Q3 2024 Added 0.0%
$0
$2.86 Million 0.01% of portfolio
30,810
Q3 2024 Added 4.04%
$0
$7.17 Million 0.01% of portfolio
237,186
Q3 2024 Reduced 1.49%
$2.01B
$7.12 Million 0.01% of portfolio
71,064
Q3 2024 Added 25.16%
$0
$6.3 Million 0.01% of portfolio
126,570
Q3 2024 Reduced 6.4%
$23.8B
$2.65 Million 0.01% of portfolio
64,363
Q3 2024 Added 2.64%
$0
$4.27 Million 0.01% of portfolio
103,963
Q3 2024 Reduced 1.43%
$5.21B
$2.51 Million 0.01% of portfolio
69,250
Q3 2024 Reduced 72.18%
$17B
$3.27 Million 0.01% of portfolio
24,443
Q3 2024 Added 0.16%
$0
$4.44 Million 0.01% of portfolio
82,653
Q3 2024 Added 1.04%
$0
$5.77 Million 0.01% of portfolio
167,222
Q3 2024 Reduced 34.13%
$22B
$3.91 Million 0.01% of portfolio
29,968
Q3 2024 Reduced 18.3%
$7.95B
$5.38 Million 0.01% of portfolio
25,624
Q3 2024 Added 7.2%
$17.6B
$4.69 Million 0.01% of portfolio
47,971
Q3 2024 Reduced 3.45%
$20.6B
$4.49 Million 0.01% of portfolio
41,024
Q3 2024 Reduced 2.86%
$96.7B
$3.49 Million 0.01% of portfolio
8,976
Q3 2024 Added 10.71%
$10.4B
$4 Million 0.01% of portfolio
45,697
Q3 2024 Added 0.13%
$7.51B
$3.25 Million 0.01% of portfolio
40,752
Q3 2024 Reduced 19.58%
$34B
$4.8 Million 0.01% of portfolio
16,299
Q3 2024 Added 2.3%
$16.3B
$2.95 Million 0.01% of portfolio
58,905
Q3 2024 Added 45.0%
$13B
$2.96 Million 0.01% of portfolio
10,157
Q3 2024 New
$11.1B
$2.54 Million 0.01% of portfolio
12,729
Q3 2024 Added 33.25%
$12.4B
$4.24 Million 0.01% of portfolio
15,238
Q3 2024 Reduced 2.12%
$80B
$5.55 Million 0.01% of portfolio
11,807
Q3 2024 Added 0.49%
$27.4B
$2.78 Million 0.01% of portfolio
29,022
Q3 2024 Added 0.81%
$59.4B
$4.62 Million 0.01% of portfolio
19,254
Q3 2024 Reduced 0.93%

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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