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
$68.5B
$24.7 Million 0.05% of portfolio
122,983
Q3 2024 Added 0.28%
$0
$25.8 Million 0.05% of portfolio
319,777
Q3 2024 Added 19.36%
$95.4B
$26.2 Million 0.05% of portfolio
290,700
Q3 2024 Reduced 5.23%
$0
$26.6 Million 0.05% of portfolio
337,882
Q3 2024 Added 8.86%
$0
$22.8 Million 0.05% of portfolio
38,818
Q3 2024 Added 0.42%
$45.6B
$22.9 Million 0.05% of portfolio
85,589
Q3 2024 Added 5.81%
$31.8B
$23.6 Million 0.05% of portfolio
245,368
Q3 2024 Added 7.95%
$7.76B
$23.2 Million 0.05% of portfolio
444,397
Q3 2024 Added 3.17%
$5.67B
$20.5 Million 0.04% of portfolio
144,935
Q3 2024 Added 2.75%
$0
$18 Million 0.04% of portfolio
393,895
Q3 2024 Added 13.96%
$46.3B
$18 Million 0.04% of portfolio
125,607
Q3 2024 Added 31.37%
$46.3B
$19.8 Million 0.04% of portfolio
528,651
Q3 2024 Added 1.79%
$79B
$19.3 Million 0.04% of portfolio
118,314
Q3 2024 Reduced 3.36%
$24.6B
$21.5 Million 0.04% of portfolio
108,391
Q3 2024 Added 7.4%
$72.7B
$18.8 Million 0.04% of portfolio
411,576
Q3 2024 Added 2.36%
$9.78B
$21 Million 0.04% of portfolio
465,778
Q3 2024 New
$71B
$21.7 Million 0.04% of portfolio
193,942
Q3 2024 Reduced 0.09%
$102B
$19 Million 0.04% of portfolio
372,621
Q3 2024 Added 25.09%
$203B
$19.4 Million 0.04% of portfolio
249,018
Q3 2024 Added 0.55%
$31.6B
$19.3 Million 0.04% of portfolio
186,419
Q3 2024 Reduced 0.92%
$0
$22.1 Million 0.04% of portfolio
818,771
Q3 2024 Added 4.14%
$22.5B
$18.4 Million 0.04% of portfolio
89,209
Q3 2024 Added 312.24%
$135B
$21.9 Million 0.04% of portfolio
349,151
Q3 2024 Added 6.0%
$0
$20 Million 0.04% of portfolio
360,117
Q3 2024 Reduced 15.47%
$41.7B
$17.7 Million 0.04% of portfolio
198,917
Q3 2024 Reduced 1.19%
$17.7B
$21.2 Million 0.04% of portfolio
77,814
Q3 2024 Added 0.05%
$9.36B
$22.3 Million 0.04% of portfolio
326,935
Q3 2024 Added 15.37%
$78.1B
$19.1 Million 0.04% of portfolio
69,821
Q3 2024 Reduced 28.66%
$0
$17.8 Million 0.04% of portfolio
381,420
Q3 2024 Added 2.97%
$0
$20.7 Million 0.04% of portfolio
97,598
Q3 2024 Reduced 13.6%
$0
$21.1 Million 0.04% of portfolio
110,493
Q3 2024 Reduced 0.28%
$0
$18.9 Million 0.04% of portfolio
161,733
Q3 2024 Reduced 0.05%
$0
$19.2 Million 0.04% of portfolio
388,953
Q3 2024 Added 2.23%
$73.2B
$19.2 Million 0.04% of portfolio
248,018
Q3 2024 Reduced 1.42%
$113B
$21.4 Million 0.04% of portfolio
254,757
Q3 2024 Reduced 4.02%
$2.54B
$17.6 Million 0.04% of portfolio
511,701
Q3 2024 Added 0.78%
$25.8B
$17.9 Million 0.04% of portfolio
1,217,429
Q3 2024 Reduced 3.53%
$101B
$21.4 Million 0.04% of portfolio
911,870
Q3 2024 Reduced 30.75%
$194B
$18 Million 0.04% of portfolio
36,567
Q3 2024 Added 0.21%
$14.9B
$21.6 Million 0.04% of portfolio
758,611
Q3 2024 Reduced 20.51%
$0
$20.8 Million 0.04% of portfolio
452,687
Q3 2024 Added 4.08%
$0
$18.7 Million 0.04% of portfolio
203,611
Q3 2024 Reduced 1.84%
$0
$21.2 Million 0.04% of portfolio
160,959
Q3 2024 Reduced 5.02%
$0
$19.3 Million 0.04% of portfolio
179,220
Q3 2024 Added 25.14%
$0
$17.8 Million 0.04% of portfolio
211,601
Q3 2024 Added 4.72%
$19.4B
$22.2 Million 0.04% of portfolio
269,164
Q3 2024 Added 3.6%
$0
$22.1 Million 0.04% of portfolio
697,582
Q3 2024 Added 6.85%
$126B
$18.3 Million 0.04% of portfolio
492,705
Q3 2024 Added 10.48%
$27B
$17.6 Million 0.04% of portfolio
161,242
Q3 2024 Reduced 18.11%

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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