How many stocks does Baird Financial Group, Inc. own?

As of Q4 2025, Baird Financial Group, Inc. holds 1,786 positions in their 13F portfolio.

What is Baird Financial Group, Inc.'s largest holding?

MSFT at 4.3% of portfolio, worth $2.7B.

What is Baird Financial Group, Inc.'s total portfolio value?

$64.2B as of Q4 2025, tracked across 1,786 holdings.

Is Baird Financial Group, Inc. a hedge fund?

Baird Financial Group, Inc. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Baird Financial Group, Inc. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Baird Financial Group, Inc.'s portfolio changed in Q4 2025?

View Baird Financial Group, Inc.'s latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Baird Financial Group, Inc.'s investment strategy?

Baird Financial Group, Inc. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Baird Financial Group, Inc. Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Baird Financial Group, Inc.

Institutional investor · Portfolio as of Q4 2025

Elite(4.5 / 5.0)

$64.2B

AUM

1,786

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Baird Financial Group, Inc. manages $64.2B across 1786 positions as of Q4 2025. Top holdings: MSFT (4.3%), AAPL (4.2%), JPM (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q4 2025 Summary

Active quarter - 84 new positions, 92 exits, 828 increased. Top move: JPM (INCREASED, conviction 60). Portfolio: $64.2B across 1786 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT4.26%

AAPL4.18%

JPM3.30%

GOOG3.27%

BRK/B2.04%

IWF2.00%

VEA1.96%

IWD1.92%

GE1.71%

META1.64%

Other1.62%

Similar Funds

Funds with similar investing DNA

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BLAIR WILLIAM & CO/IL

$37.3B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BE29Q held

Bloom Energy Corporation

Avg $19.39 · $43.5M est. P&L

Est. P&L

+689.25%

NGD9Q held

NEW GOLD INC CDA

Avg $1.81 · $151,554 est. P&L

Est. P&L

+559.32%

LITE3Q held

Lumentum Holdings Inc.

Avg $110.24 · $1.4M est. P&L

Est. P&L

+529.92%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1786

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corporation	5.7M	$2.7B	4.3%	—	$169.92	+137.72%	29 qtrssince 2018-Q4	Increased 59
AAPL Apple Inc.	9.9M	$2.7B	4.2%	—	$107.29	+145.83%	29 qtrssince 2018-Q4	Increased 59
JPM JP Morgan Chase & Co.	6.6M	$2.1B	3.3%	—	$124.09	+141.97%	29 qtrssince 2018-Q4	Increased 60
GOOG Alphabet Inc.	6.7M	$2.1B	3.3%	—	$108.34	+180.19%	29 qtrssince 2018-Q4	Decreased 0
BRK/B Berkshire Hathaway Inc. New	2.6M	$1.3B	2.0%	—	—	—	29 qtrssince 2018-Q4	Increased 57
IWFETF iShares Russell 1000 Growth Fun	2.7M	$1.3B	2.0%	—	$203.69	+120.27%	29 qtrssince 2018-Q4	Decreased 0
VEAETF Vanguard FTSE Developed Markets	20.1M	$1.3B	2.0%	—	$40.24	+65.52%	29 qtrssince 2018-Q4	Increased 55
IWDETF iShares Russell 1000 Value ETF	5.8M	$1.2B	1.9%	—	$138.36	+60.65%	29 qtrssince 2018-Q4	Increased 52
GE GE Aerospace	3.6M	$1.1B	1.7%	—	$116.06	+187.90%	29 qtrssince 2018-Q4	Increased 53
META Meta Platforms, Inc.	1.6M	$1.1B	1.6%	—	$414.51	+58.04%	29 qtrssince 2018-Q4	Increased 51
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