Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50 Billion
  • Q1 2025

Baird Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $50 Billion distributed in 2973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.13B, Microsoft Corp with a value of $2.06B, Jpmorgan Chase & CO with a value of $1.5B, Berkshire Hathaway Inc Class B with a value of $1.3B, and Alphabet Inc. with a value of $1B.

Examining the 13F form we can see an decrease of $391M in the current position value, from $50.4B to 50B.

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 Billion
ETFs: $14 Billion
Technology: $7.86 Billion
Financial Services: $7.45 Billion
Industrials: $4.97 Billion
Consumer Cyclical: $4.47 Billion
Healthcare: $3.89 Billion
Communication Services: $3.27 Billion
Consumer Defensive: $1.82 Billion
Other: $2.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.1B
$2.1 Million 0.0% of portfolio
25,474
Q1 2025 Reduced 4.82%
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.09%
$905M
$335,000 0.0% of portfolio
6,858
Q1 2025 Added 2.94%
Knife River Corp Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 21.34%
$1.22B
$96,000 0.0% of portfolio
11,761
Q1 2025 New
$3.49B
$2.07 Million 0.0% of portfolio
32,308
Q1 2025 Reduced 29.82%
$673M
$694,000 0.0% of portfolio
24,800
Q1 2025 Added 3.2%
$0
$834,000 0.0% of portfolio
23,897
Q1 2025 New
$7.4B
$639,000 0.0% of portfolio
21,552
Q1 2025 Added 21.4%
$2.07B
$742,000 0.0% of portfolio
22,515
Q1 2025 Added 33.71%
$8.86B
$229,000 0.0% of portfolio
7,294
Q1 2025 Reduced 3.79%
Labcorp Holdings Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.77%
Lam Research Corp Com New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.37%
$10.8B
$247,000 0.0% of portfolio
2,171
Q1 2025 Reduced 0.6%
$4.9B
$394,000 0.0% of portfolio
2,256
Q1 2025 Reduced 2.88%
$4.88B
$522,000 0.0% of portfolio
3,476
Q1 2025 Reduced 7.94%
$7.16B
$355,000 0.0% of portfolio
6,781
Q1 2025 Reduced 0.6%
Lazard Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.53%
Leap Therapeutics Inc Com New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 30.8%
$0
$1.15 Million 0.0% of portfolio
27,964
Q1 2025 Added 7.49%
$1.75B
$588,000 0.0% of portfolio
7,019
Q1 2025 Reduced 2.26%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.32%
$13.3B
$2.34 Million 0.0% of portfolio
27,506
Q1 2025 Added 1.26%
$2.05B
$288,000 0.0% of portfolio
18,202
Q1 2025 New
$2.38B
$1.22 Million 0.0% of portfolio
11,637
Q1 2025 Reduced 84.93%
$5.81B
$241,000 0.0% of portfolio
6,714
Q1 2025 New
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.76%
$0
$999,000 0.0% of portfolio
45,636
Q1 2025 Reduced 11.5%
$5.75B
$310,000 0.0% of portfolio
1,576
Q1 2025 Reduced 83.53%
$21.8B
$1.51 Million 0.0% of portfolio
16,433
Q1 2025 Added 172.84%
$349M
$210,000 0.0% of portfolio
19,197
Q1 2025 Added 8.42%
$6.36B
$1.33 Million 0.0% of portfolio
14,440
Q1 2025 Reduced 1.78%
$30.3B
$1.97 Million 0.0% of portfolio
6,010
Q1 2025 Reduced 28.77%
$4.73B
$70,000 0.0% of portfolio
29,330
Q1 2025 Added 10.97%
$4.46B
$135,000 0.0% of portfolio
34,442
Q1 2025 Added 2.2%
$20.4B
$1.23 Million 0.0% of portfolio
17,401
Q1 2025 Reduced 40.72%
$33.8B
$857,000 0.0% of portfolio
4,798
Q1 2025 Added 9.59%
$4.83B
$1.43 Million 0.0% of portfolio
25,344
Q1 2025 Reduced 8.44%
$0
$282,000 0.0% of portfolio
7,770
Q1 2025 Reduced 6.06%
$2.18B
$219,000 0.0% of portfolio
3,788
Q1 2025 New
$57.6B
$2.38 Million 0.0% of portfolio
76,537
Q1 2025 Added 9.37%
$27B
$1.91 Million 0.0% of portfolio
1,023
Q1 2025 Reduced 8.5%
$62.3B
$874,000 0.0% of portfolio
14,196
Q1 2025 Added 15.84%
$2.41B
$521,000 0.0% of portfolio
86,550
Q1 2025 Added 19.3%
$9.61B
$354,000 0.0% of portfolio
1,163
Q1 2025 Reduced 1.86%
$773M
$770,000 0.0% of portfolio
17,745
Q1 2025 Reduced 0.67%
$26.3B
$1.54 Million 0.0% of portfolio
1,307
Q1 2025 Added 4.14%
$3.14B
$555,000 0.0% of portfolio
5,978
Q1 2025 Reduced 20.64%
$7.73B
$475,000 0.0% of portfolio
19,200
Q1 2025 Reduced 3.1%

Summary

  • Portfolio
  • No. of Stocks 2,973
  • Current Value $50 Billion
  • Prior Value $50.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 107 stocks
  • Additional Purchases 783 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 776 stocks
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