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
$50.5B
$63.8 Million 0.13% of portfolio
621,506
Q3 2024 Added 1.78%
$12.9B
$67.4 Million 0.13% of portfolio
817,255
Q3 2024 Added 11.89%
$429B
$62.8 Million 0.13% of portfolio
91
Q1 2024 Added 18.18%
$15.7B
$67.1 Million 0.13% of portfolio
178,650
Q3 2024 Added 266.24%
$191B
$65.9 Million 0.13% of portfolio
1,577,610
Q3 2024 Added 0.05%
$51.8B
$64.8 Million 0.13% of portfolio
773,791
Q3 2024 Reduced 0.06%
$155B
$64.8 Million 0.13% of portfolio
313,412
Q3 2024 Reduced 3.79%
$17.5B
$63.8 Million 0.13% of portfolio
297,580
Q3 2024 Reduced 15.88%
$0
$66.4 Million 0.13% of portfolio
1,115,217
Q3 2024 Added 22.56%
$151B
$67.3 Million 0.13% of portfolio
795,601
Q3 2024 Reduced 6.45%
$23.4B
$66.1 Million 0.13% of portfolio
365,561
Q3 2024 Reduced 15.05%
$35.9B
$62.8 Million 0.13% of portfolio
512,721
Q3 2024 Added 18.4%
$38.7B
$63.4 Million 0.13% of portfolio
811,584
Q3 2024 Added 2.78%
$5.48B
$61.8 Million 0.12% of portfolio
1,894,231
Q3 2024 Added 15.79%
$9.44B
$59.1 Million 0.12% of portfolio
298,461
Q3 2024 Reduced 12.32%
$2.98B
$60.3 Million 0.12% of portfolio
754,327
Q3 2024 Added 15.49%
$31.7B
$61.5 Million 0.12% of portfolio
209,467
Q3 2024 Reduced 29.46%
$15.3B
$60.7 Million 0.12% of portfolio
693,539
Q3 2024 Reduced 13.8%
$0
$60 Million 0.12% of portfolio
957,396
Q3 2024 Reduced 1.22%
$9.92B
$59.3 Million 0.12% of portfolio
231,385
Q3 2024 Added 7.8%
$0
$61.3 Million 0.12% of portfolio
698,016
Q3 2024 Reduced 32.52%
$23.6B
$54.2 Million 0.11% of portfolio
2,721,614
Q3 2024 Added 9.45%
$63.6B
$56.8 Million 0.11% of portfolio
602,055
Q3 2024 Reduced 15.91%
$120B
$56.6 Million 0.11% of portfolio
196,314
Q3 2024 Added 5.58%
$126B
$55.9 Million 0.11% of portfolio
145,717
Q3 2024 Added 1.75%
$0
$52.8 Million 0.11% of portfolio
1,516,578
Q3 2024 Added 3.11%
$1.68B
$57.5 Million 0.11% of portfolio
997,573
Q3 2024 Reduced 9.21%
$135B
$53.2 Million 0.11% of portfolio
505,293
Q3 2024 Reduced 0.1%
$58.2B
$53.4 Million 0.11% of portfolio
279,653
Q3 2024 Reduced 11.49%
$31.3B
$56 Million 0.11% of portfolio
325,107
Q3 2024 Reduced 27.68%
$0
$55 Million 0.11% of portfolio
929,687
Q3 2024 Added 30.08%
$179B
$57.4 Million 0.11% of portfolio
92,374
Q3 2024 Added 0.13%
$0
$54.6 Million 0.11% of portfolio
304,643
Q3 2024 Reduced 4.58%
$46.5B
$55.8 Million 0.11% of portfolio
234,612
Q3 2024 Added 1.0%
$169B
$55.7 Million 0.11% of portfolio
205,591
Q3 2024 Reduced 2.04%
$8.35B
$56.9 Million 0.11% of portfolio
382,610
Q3 2024 Reduced 12.21%
$0
$57.2 Million 0.11% of portfolio
622,761
Q3 2024 Added 30.34%
$0
$55.7 Million 0.11% of portfolio
1,245,890
Q3 2024 Added 20.4%
$0
$56.1 Million 0.11% of portfolio
437,739
Q3 2024 Added 4.75%
$32.7B
$57.5 Million 0.11% of portfolio
663,609
Q3 2024 Added 54.81%
$18B
$56.2 Million 0.11% of portfolio
114,214
Q3 2024 Reduced 57.85%
$140B
$50.7 Million 0.1% of portfolio
121,508
Q3 2024 Added 2.74%
$12.3B
$51.9 Million 0.1% of portfolio
105,350
Q3 2024 Added 3.34%
$13.3B
$52 Million 0.1% of portfolio
294,269
Q3 2024 Added 25.74%
$240B
$50 Million 0.1% of portfolio
96,554
Q3 2024 Added 2.64%
$0
$51.8 Million 0.1% of portfolio
1,422,875
Q3 2024 Added 17.54%
$9.83B
$48.6 Million 0.1% of portfolio
471,810
Q3 2024 Reduced 11.34%
$70.8B
$52 Million 0.1% of portfolio
203,932
Q3 2024 Added 0.02%
$10.6B
$50.7 Million 0.1% of portfolio
272,989
Q3 2024 Added 20.29%

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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