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
$32.8 Million 0.07% of portfolio
1,341,303
Q3 2024 Added 3.54%
$22.9B
$32.6 Million 0.07% of portfolio
241,493
Q3 2024 Reduced 0.45%
$0
$29.4 Million 0.06% of portfolio
217,492
Q3 2024 Added 0.39%
$296B
$28.9 Million 0.06% of portfolio
139,911
Q3 2024 Added 20.28%
$58.9B
$32.4 Million 0.06% of portfolio
40,066
Q3 2024 Added 5.17%
$0
$28 Million 0.06% of portfolio
287,371
Q3 2024 Added 3.2%
$141B
$29.6 Million 0.06% of portfolio
193,192
Q3 2024 Added 9.53%
$125B
$28.2 Million 0.06% of portfolio
545,547
Q3 2024 Reduced 5.0%
$82.3B
$29.2 Million 0.06% of portfolio
132,510
Q3 2024 Added 3.61%
$38.6B
$28.4 Million 0.06% of portfolio
110,107
Q3 2024 Reduced 19.25%
$28.1B
$31.1 Million 0.06% of portfolio
464,260
Q3 2024 Reduced 49.24%
$32.9B
$28.2 Million 0.06% of portfolio
657,478
Q3 2024 Added 4.41%
$0
$29.1 Million 0.06% of portfolio
500,075
Q3 2024 Added 1.7%
$0
$29.4 Million 0.06% of portfolio
1,625,095
Q3 2024 Added 20.24%
$0
$28.1 Million 0.06% of portfolio
844,582
Q3 2024 Added 2.57%
$228B
$30.5 Million 0.06% of portfolio
292,165
Q3 2024 Added 4.3%
$39B
$29.8 Million 0.06% of portfolio
198,078
Q3 2024 Added 1.72%
$8.26B
$30.5 Million 0.06% of portfolio
146,811
Q3 2024 Reduced 15.86%
$0
$30.4 Million 0.06% of portfolio
652,699
Q3 2024 Added 4.2%
$202B
$31.8 Million 0.06% of portfolio
262,311
Q3 2024 Added 21.9%
$64.1B
$32.5 Million 0.06% of portfolio
247,482
Q3 2024 Added 0.86%
$17.8B
$31.5 Million 0.06% of portfolio
260,419
Q3 2024 Added 40.04%
$0
$31.2 Million 0.06% of portfolio
219,315
Q3 2024 Reduced 4.45%
$0
$30.7 Million 0.06% of portfolio
53,868
Q3 2024 Reduced 1.6%
$0
$28.3 Million 0.06% of portfolio
125,454
Q3 2024 Added 11.89%
$71B
$32.5 Million 0.06% of portfolio
237,694
Q3 2024 Reduced 8.93%
$0
$31.7 Million 0.06% of portfolio
399,260
Q3 2024 Added 31.7%
$0
$28.7 Million 0.06% of portfolio
142,859
Q3 2024 Added 1.36%
$23.1B
$30.3 Million 0.06% of portfolio
895,740
Q3 2024 Reduced 1.61%
$165B
$24.2 Million 0.05% of portfolio
1,097,895
Q3 2024 Added 12.02%
$76.2B
$27 Million 0.05% of portfolio
429,481
Q3 2024 Reduced 28.43%
$0
$26.3 Million 0.05% of portfolio
553,102
Q3 2024 Added 11.91%
$0
$27.3 Million 0.05% of portfolio
347,286
Q3 2024 Added 0.76%
$0
$22.8 Million 0.05% of portfolio
445,763
Q3 2024 Reduced 8.83%
$63.9B
$26.4 Million 0.05% of portfolio
109,297
Q3 2024 Added 6.97%
$206B
$24 Million 0.05% of portfolio
5,689
Q3 2024 Added 1.32%
$0
$23.1 Million 0.05% of portfolio
548,958
Q3 2024 Added 19.42%
$32B
$26.3 Million 0.05% of portfolio
480,862
Q3 2024 Reduced 1.1%
$77.4B
$26.8 Million 0.05% of portfolio
88,823
Q3 2024 Reduced 5.14%
$0
$23.7 Million 0.05% of portfolio
209,857
Q3 2024 Reduced 4.45%
$0
$26.4 Million 0.05% of portfolio
545,924
Q3 2024 Added 43.71%
$0
$23 Million 0.05% of portfolio
554,194
Q3 2024 Reduced 2.38%
$0
$24.1 Million 0.05% of portfolio
290,324
Q3 2024 Added 4.73%
$0
$24.1 Million 0.05% of portfolio
205,287
Q3 2024 Added 6.39%
$0
$23.5 Million 0.05% of portfolio
438,039
Q3 2024 Added 223.08%
$0
$24.5 Million 0.05% of portfolio
446,061
Q3 2024 Added 3.34%
$0
$26.6 Million 0.05% of portfolio
522,929
Q3 2024 Added 13.98%
$0
$24.2 Million 0.05% of portfolio
296,018
Q3 2024 Reduced 0.24%
$48.9B
$25.2 Million 0.05% of portfolio
84,709
Q3 2024 Added 27.56%

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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