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
$13.1B
$214 Million 0.43% of portfolio
2,767,860
Q3 2024 Added 3.79%
$0
$200 Million 0.4% of portfolio
3,202,563
Q3 2024 Added 1.85%
$0
$200 Million 0.4% of portfolio
2,388,676
Q3 2024 Added 19.0%
$0
$197 Million 0.39% of portfolio
889,883
Q3 2024 Reduced 22.07%
$286B
$198 Million 0.39% of portfolio
3,507,302
Q3 2024 Added 2.63%
$0
$189 Million 0.38% of portfolio
666,327
Q3 2024 Added 4.93%
$154B
$189 Million 0.38% of portfolio
199,390
Q3 2024 Reduced 4.94%
$0
$182 Million 0.36% of portfolio
3,813,825
Q3 2024 Added 7.99%
$215B
$172 Million 0.34% of portfolio
565,889
Q3 2024 Reduced 1.03%
$0
$172 Million 0.34% of portfolio
725,281
Q3 2024 Reduced 0.9%
$251B
$172 Million 0.34% of portfolio
2,128,928
Q3 2024 Reduced 2.68%
$0
$159 Million 0.32% of portfolio
4,623,941
Q3 2024 Added 2.22%
$1.01T
$162 Million 0.32% of portfolio
933,803
Q3 2024 Reduced 7.63%
$491B
$159 Million 0.32% of portfolio
1,357,327
Q3 2024 Reduced 2.8%
$212B
$157 Million 0.31% of portfolio
401,181
Q3 2024 Added 0.22%
$0
$154 Million 0.31% of portfolio
314,806
Q3 2024 Added 8.84%
$118B
$143 Million 0.29% of portfolio
1,468,593
Q3 2024 Reduced 6.38%
$148B
$145 Million 0.29% of portfolio
439,028
Q3 2024 Reduced 1.27%
$0
$144 Million 0.29% of portfolio
2,496,691
Q3 2024 Added 9.91%
$127B
$138 Million 0.28% of portfolio
499,170
Q3 2024 Reduced 1.74%
$27.2B
$134 Million 0.27% of portfolio
145,244
Q3 2024 Reduced 6.88%
$170B
$136 Million 0.27% of portfolio
263,704
Q3 2024 Reduced 1.97%
$103B
$136 Million 0.27% of portfolio
357,768
Q3 2024 Added 2.67%
$0
$129 Million 0.26% of portfolio
1,527,493
Q3 2024 Added 18.66%
$208B
$133 Million 0.26% of portfolio
214,742
Q3 2024 Reduced 2.28%
$0
$131 Million 0.26% of portfolio
495,797
Q3 2024 Reduced 6.94%
$1.13T
$125 Million 0.25% of portfolio
477,123
Q3 2024 Reduced 0.96%
$0
$123 Million 0.25% of portfolio
320,648
Q3 2024 Added 12.15%
$52.4B
$125 Million 0.25% of portfolio
932,643
Q3 2024 Reduced 5.09%
$228B
$120 Million 0.24% of portfolio
338,797
Q3 2024 Added 2.03%
$36.2B
$121 Million 0.24% of portfolio
563,551
Q3 2024 Reduced 8.35%
$85.6B
$119 Million 0.24% of portfolio
455,458
Q3 2024 Reduced 1.22%
$183B
$118 Million 0.24% of portfolio
695,666
Q3 2024 Added 7.1%
$147B
$121 Million 0.24% of portfolio
334,323
Q3 2024 Added 7.07%
$0
$119 Million 0.24% of portfolio
655,176
Q3 2024 Added 6.87%
$204B
$117 Million 0.23% of portfolio
528,877
Q3 2024 Added 1.8%
$149B
$112 Million 0.22% of portfolio
346,581
Q3 2024 Added 3.69%
$115B
$110 Million 0.22% of portfolio
477,828
Q3 2024 Added 2.86%
$79.5B
$112 Million 0.22% of portfolio
891,198
Q3 2024 Reduced 3.03%
$0
$112 Million 0.22% of portfolio
1,335,401
Q3 2024 Added 1.69%
$0
$110 Million 0.22% of portfolio
2,046,473
Q3 2024 Added 1.46%
$0
$112 Million 0.22% of portfolio
3,697,396
Q3 2024 Added 6.83%
$60.2B
$105 Million 0.21% of portfolio
674,195
Q3 2024 Added 4.82%
$176B
$105 Million 0.21% of portfolio
375,936
Q3 2024 Added 3.47%
$35.9B
$106 Million 0.21% of portfolio
210,343
Q3 2024 Reduced 9.85%
$48.7B
$104 Million 0.21% of portfolio
177,718
Q3 2024 Reduced 8.76%
$97.8B
$103 Million 0.2% of portfolio
752,384
Q3 2024 Added 7.47%
$245B
$103 Million 0.2% of portfolio
862,594
Q3 2024 Added 3.83%
$40.4B
$102 Million 0.2% of portfolio
1,031,784
Q3 2024 Reduced 0.6%

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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