Baird Financial Group, Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$64.2B

Total Positions

1,786

New This Quarter

Filing Period

2025-12-31

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%

Other18.89%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

EOSE13Q held

EOS ENERGY ENTERPRISES INC

Avg $1.78 · $5.6M est. P&L

Est. P&L

+539.02%

NGD9Q held

NEW GOLD INC CDA C

Avg $1.81 · $105,054 est. P&L

Est. P&L

+387.71%

OKLO6Q held

Oklo Inc

Avg $14.91 · $3.7M est. P&L

Est. P&L

+380.24%

Top Losers

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View plans

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

Top Holdings(Showing 25 of 1786 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	5.7M	$2.7B	4.3%	—	$169.92	+186.89%	29 qtrs	Increased 59
AAPL Apple Inc	9.9M	$2.7B	4.2%	—	$107.29	+154.28%	29 qtrs	Increased 59
JPM JPMORGAN CHASE & CO.	6.6M	$2.1B	3.3%	—	$124.09	+159.47%	29 qtrs	Increased 60
GOOG Alphabet Inc	6.7M	$2.1B	3.3%	—	$108.34	+190.34%	29 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	2.6M	$1.3B	2.0%	—	—	—	29 qtrs	Increased 57
IWF ISHARES TR	2.7M	$1.3B	2.0%	—	$203.69	+134.15%	29 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	20.1M	$1.3B	2.0%	—	$40.24	+56.02%	29 qtrs	Increased 55
IWD ISHARES TR	5.8M	$1.2B	1.9%	—	$138.36	+53.18%	29 qtrs	Increased 52
GE GE AEROSPACE	3.6M	$1.1B	1.7%	—	$119.43	+161.07%	18 qtrs	Increased 53
META Meta Platforms Inc	1.6M	$1.1B	1.6%	—	$414.51	+60.66%	29 qtrs	Increased 51
GEV GE Vernova Inc	1.6M	$1B	1.6%	—	$214.73	+206.97%	7 qtrs	Decreased 0
AMZN Amazon.com Inc	4.3M	$990.4M	1.5%	—	$165.10	+40.84%	29 qtrs	Increased 52
HD Home Depot Inc/The	2.8M	$966.5M	1.5%	—	$240.75	+43.86%	29 qtrs	Increased 51
JNJ Johnson & Johnson	4.4M	$904.4M	1.4%	—	$132.77	+55.84%	29 qtrs	Increased 51
NVDA NVIDIA Corp	4.8M	$896.6M	1.4%	—	$115.96	+61.73%	29 qtrs	Decreased 0
PGR Progressive Corp/The	3.9M	$883M	1.4%	—	$110.23	+96.18%	29 qtrs	Increased 52
PH Parker-Hannifin Corp	964,341	$847.6M	1.3%	—	$400.22	+121.67%	29 qtrs	Increased 52
IWR ISHARES TR	8.7M	$835.8M	1.3%	—	$58.06	+67.51%	29 qtrs	Increased 51
SCHW Charles Schwab Corp/The	8M	$796.8M	1.2%	—	$60.70	+65.08%	29 qtrs	Increased 52
IJR ISHARES TR	6.1M	$737.2M	1.1%	—	$96.07	+26.67%	29 qtrs	Increased 53
TEL TE Connectivity PLC	3M	$676.8M	1.1%	—	$153.99	+49.61%	6 qtrs	Increased 52
AVGO Broadcom Inc	1.9M	$654.2M	1.0%	—	$160.74	+117.65%	29 qtrs	Decreased 0
IVV ISHARES TR	943,724	$646.4M	1.0%	—	$440.17	+56.74%	29 qtrs	Increased 58
TJX TJX Cos Inc/The	4.1M	$636.2M	1.0%	—	$69.98	+121.36%	29 qtrs	Increased 46
GOOGL Alphabet Inc	1.9M	$608.4M	0.9%	—	$119.71	+162.17%	29 qtrs	Decreased 0
Showing 25 of 1,786 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

KKRKKR & Co Inc

Q1 2024 → Q4 2025+73,575 shares+$10.1M

WECWEC Energy Group Inc

Q1 2024 → Q4 2025+277,252 shares+$33.7M

CGMUCAPITAL GRP FIXED INCM ETF T

Q1 2024 → Q4 2025+297,969 shares+$8.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer