Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,924 positions
APPLE | 10.2M | $2.9B | 4.0% | $72.68 | +377.55% | 31 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6.8M | $2.2B | 3.1% | $128.71 | +160.88% | 31 qtrssince 2018-Q4 | Increased 60 |
ALPHABET - CLASS C | 6.3M | $2.2B | 3.0% | $84.14 | +276.53% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT | 5.8M | $2.2B | 3.0% | $175.38 | +202.95% | 31 qtrssince 2018-Q4 | Increased 55 |
GE VERNOVA INC | 1.4M | $1.6B | 2.3% | $236.04 | +279.21% | 9 qtrssince 2024-Q2 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 22.5M | $1.6B | 2.2% | $42.54 | +64.26% | 31 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 6.2M | $1.5B | 2.1% | $142.20 | +81.80% | 31 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 11.6M | $1.4B | 2.0% | $55.04 | +122.12% | 31 qtrssince 2018-Q4 | Increased 81 |
BERKSHIRE HATHAWAY B | 2.8M | $1.4B | 1.9% | $278.71 | +94.82% | 31 qtrssince 2018-Q4 | Increased 52 |
AMAZON.COM | 5.7M | $1.4B | 1.9% | $171.52 | +47.56% | 31 qtrssince 2018-Q4 | Increased 53 |
GE AEROSPACE | 3.6M | $1.3B | 1.9% | — | — | 20 qtrssince 2021-Q3 | Increased 52 |
JOHNSON & JOHNSON | 4.8M | $1.2B | 1.7% | $141.33 | +90.15% | 31 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 10.7M | $1.2B | 1.6% | $67.04 | +64.56% | 31 qtrssince 2018-Q4 | Increased 59 |
HOME DEPOT | 3M | $1B | 1.4% | $238.85 | +33.35% | 31 qtrssince 2018-Q4 | Increased 51 |
NVIDIA | 5M | $1B | 1.4% | $36.21 | +501.80% | 31 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 6.6M | $979.4M | 1.3% | $97.84 | +42.77% | 31 qtrssince 2018-Q4 | Increased 51 |
PROGRESSIVE CORP | 4.4M | $963.4M | 1.3% | $121.44 | +85.76% | 31 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS | 1.7M | $958.3M | 1.3% | $417.96 | +48.38% | 31 qtrssince 2018-Q4 | Increased 51 |
PARKER-HANNIFIN CORP | 893,395 | $873.8M | 1.2% | $410.42 | +119.47% | 31 qtrssince 2018-Q4 | Increased 51 |
CHARLES SCHWAB | 8.7M | $804.8M | 1.1% | $63.16 | +41.38% | 31 qtrssince 2018-Q4 | Increased 52 |
Baird Financial Group, Inc. manages $72.7B across 1924 positions as of Q2 2026. Top holdings: AAPL (4.0%), JPM (3.1%), GOOG (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 174 new positions, 76 exits, 938 increased. Top move: IWF (INCREASED, conviction 81). Portfolio: $72.7B across 1924 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR