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

As of Q1 2026, Baird Financial Group, Inc. holds 1,826 positions in their 13F portfolio.

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

AAPL at 4.0% of portfolio, worth $2.5B.

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

$64B as of Q1 2026, tracked across 1,826 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 Q1 2026?

View Baird Financial Group, Inc.'s latest portfolio changes, new positions, and exits for Q1 2026 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.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings1,826 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	10M	$2.5B	4.0%	—	$109.26	+204.78%	30 qtrssince 2018-Q4	Increased 59
MSFT MICROSOFT CORP	5.8M	$2.1B	3.3%	—	$175.14	+117.94%	30 qtrssince 2018-Q4	Increased 60
JPM JPMORGAN CHASE & CO	6.7M	$2B	3.1%	—	$127.02	+178.08%	30 qtrssince 2018-Q4	Increased 59
GOOG ALPHABET INC	6.8M	$1.9B	3.0%	—	$110.25	+189.42%	30 qtrssince 2018-Q4	Increased 59
VEA ETF VANGUARD TAX-MANAGED FDS	21.5M	$1.4B	2.2%	—	$41.93	+66.27%	30 qtrssince 2018-Q4	Increased 59
IWD ETF ISHARES TR	6M	$1.3B	2.0%	—	$140.84	+76.26%	30 qtrssince 2018-Q4	Increased 56
BRK/B BERKSHIRE HATHAWAY INC DEL	2.7M	$1.3B	2.0%	—	$272.15	+81.86%	30 qtrssince 2018-Q4	Increased 52
GEV GE VERNOVA INC	1.4M	$1.2B	1.9%	—	$214.73	+372.57%	8 qtrssince 2024-Q2	Decreased 0
IWF ETF iShares Trust RUS 1000 GRW ETF	2.8M	$1.2B	1.9%	—	$211.53	-44.38%	30 qtrssince 2018-Q4	Increased 52
AMZN AMAZON COM INC	5.5M	$1.1B	1.8%	—	$174.45	+33.05%	30 qtrssince 2018-Q4	Increased 62
JNJ JOHNSON & JOHNSON	4.5M	$1.1B	1.7%	—	$136.66	+92.74%	30 qtrssince 2018-Q4	Increased 52
GE GE AEROSPACE	3.5M	$987.6M	1.5%	—	$116.06	+204.78%	30 qtrssince 2018-Q4	Decreased 0
HD HOME DEPOT INC	2.9M	$958.9M	1.5%	—	$245.38	+35.70%	30 qtrssince 2018-Q4	Increased 52
META META PLATFORMS INC	1.7M	$954.3M	1.5%	—	$424.63	+40.17%	30 qtrssince 2018-Q4	Increased 52
IWR ETF ISHARES TR	9M	$872.1M	1.4%	—	$59.47	+83.90%	30 qtrssince 2018-Q4	Increased 52
NVDA NVIDIA CORPORATION	4.9M	$853.2M	1.3%	—	$117.06	+76.69%	30 qtrssince 2018-Q4	Increased 51
PGR PROGRESSIVE CORP	4.1M	$820.6M	1.3%	—	$116.76	+83.14%	30 qtrssince 2018-Q4	Increased 54
IJR ETF ISHARES TR	6.5M	$803.5M	1.3%	—	$97.76	+48.18%	30 qtrssince 2018-Q4	Increased 53
SCHW SCHWAB CHARLES CORP	8.4M	$793.7M	1.2%	—	$62.62	+62.83%	30 qtrssince 2018-Q4	Increased 53
PH PARKER-HANNIFIN CORP	875,351	$783.6M	1.2%	—	$400.22	+146.75%	30 qtrssince 2018-Q4	Decreased 0
Showing 20 of 1,826 results.1,806 more with Pro.