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
$45.7B
$4 Million 0.01% of portfolio
33,712
Q3 2024 Reduced 2.01%
$0
$3.89 Million 0.01% of portfolio
105,258
Q3 2024 Added 2.87%
$0
$5.26 Million 0.01% of portfolio
96,140
Q3 2024 Reduced 1.2%
$24.1B
$3.64 Million 0.01% of portfolio
28,329
Q3 2024 Added 0.68%
$40.6B
$3.28 Million 0.01% of portfolio
64,637
Q3 2024 Added 17.47%
$11.7B
$4.04 Million 0.01% of portfolio
19,379
Q3 2024 Added 12.45%
$0
$3.48 Million 0.01% of portfolio
87,785
Q3 2024 Added 52.42%
$0
$2.93 Million 0.01% of portfolio
47,168
Q3 2024 Reduced 9.55%
$4.96B
$3.44 Million 0.01% of portfolio
45,021
Q3 2024 Added 14.77%
$16.9B
$3.01 Million 0.01% of portfolio
35,640
Q3 2024 Added 0.37%
$48.4B
$3.37 Million 0.01% of portfolio
58,275
Q3 2024 Reduced 10.6%
$9.48B
$2.58 Million 0.01% of portfolio
35,083
Q3 2024 Reduced 2.7%
$0
$7.4 Million 0.01% of portfolio
505,569
Q3 2024 Reduced 4.5%
$34.7B
$4.17 Million 0.01% of portfolio
64,121
Q3 2024 Reduced 11.26%
$87.6B
$7.47 Million 0.01% of portfolio
184,046
Q3 2024 Reduced 10.05%
$1.48B
$5.1 Million 0.01% of portfolio
546,370
Q3 2024 Added 6.49%
$154M
$6.06 Million 0.01% of portfolio
2,040,730
Q3 2024 Added 67.13%
$1.53B
$3.63 Million 0.01% of portfolio
95,047
Q3 2024 Reduced 2.12%
$59.5B
$4.48 Million 0.01% of portfolio
2,301
Q3 2024 Reduced 8.69%
$1.9B
$3.32 Million 0.01% of portfolio
17,737
Q3 2024 Added 32.83%
$5.81B
$6.13 Million 0.01% of portfolio
65,565
Q3 2024 Added 38.83%
$0
$2.58 Million 0.01% of portfolio
36,084
Q2 2023 Reduced 3.97%
$17.1B
$5.3 Million 0.01% of portfolio
85,351
Q3 2024 Added 3.4%
$0
$3.71 Million 0.01% of portfolio
88,385
Q3 2024 Added 11.47%
$0
$2.56 Million 0.01% of portfolio
24,529
Q3 2024 Added 0.27%
$0
$5.99 Million 0.01% of portfolio
94,660
Q3 2024 Reduced 7.78%
$0
$3.48 Million 0.01% of portfolio
67,967
Q3 2024 Added 51.89%
$0
$4.26 Million 0.01% of portfolio
38,122
Q3 2024 Reduced 4.43%
$0
$2.54 Million 0.01% of portfolio
104,309
Q3 2024 Reduced 18.09%
$0
$5.75 Million 0.01% of portfolio
97,017
Q3 2024 Reduced 9.37%
$0
$7.01 Million 0.01% of portfolio
55,860
Q3 2024 Reduced 13.76%
$0
$4.74 Million 0.01% of portfolio
103,396
Q3 2024 Reduced 7.2%
$0
$4.39 Million 0.01% of portfolio
54,707
Q3 2024 Added 38.55%
$0
$3.47 Million 0.01% of portfolio
146,391
Q3 2024 Reduced 2.52%
$0
$2.82 Million 0.01% of portfolio
44,414
Q3 2024 New
$0
$2.91 Million 0.01% of portfolio
42,638
Q3 2024 Reduced 0.11%
$0
$2.75 Million 0.01% of portfolio
50,463
Q3 2024 Added 24.99%
$27.7B
$3.23 Million 0.01% of portfolio
40,909
Q3 2024 Added 1.47%
$0
$7.16 Million 0.01% of portfolio
131,462
Q3 2024 Reduced 1.05%
$0
$4.07 Million 0.01% of portfolio
252,030
Q3 2024 Reduced 11.02%
$0
$4.8 Million 0.01% of portfolio
231,053
Q3 2024 Reduced 13.11%
$0
$4.23 Million 0.01% of portfolio
120,517
Q3 2024 Added 0.55%
$0
$2.87 Million 0.01% of portfolio
100,250
Q3 2024 New
$0
$4.04 Million 0.01% of portfolio
58,170
Q3 2024 Added 21.72%
$0
$4.78 Million 0.01% of portfolio
151,843
Q3 2024 Added 7.9%
$61B
$6.05 Million 0.01% of portfolio
5,825
Q3 2024 Reduced 3.27%
$0
$3.38 Million 0.01% of portfolio
214,503
Q3 2024 Reduced 12.23%
$0
$2.74 Million 0.01% of portfolio
78,291
Q3 2024 Reduced 49.43%
$19.7B
$5.35 Million 0.01% of portfolio
65,726
Q3 2024 Added 236.5%

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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