Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,924 positions
APPLE INC | 10.2M | $2.9B | 4.0% | $113.87 | +176.94% | 31 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6.8M | $2.2B | 3.1% | $130.52 | +170.84% | 31 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 6.3M | $2.2B | 3.0% | $108.68 | +202.15% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.8M | $2.2B | 3.0% | $175.38 | +180.33% | 31 qtrssince 2018-Q4 | Increased 55 |
GE VERNOVA INC | 1.4M | $1.6B | 2.3% | $235.44 | +303.95% | 9 qtrssince 2024-Q2 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 22.5M | $1.6B | 2.2% | $43.09 | +69.00% | 31 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 6.2M | $1.5B | 2.1% | $143.28 | +78.35% | 31 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 11.6M | $1.4B | 2.0% | $106.90 | +14.56% | 31 qtrssince 2018-Q4 | Increased 81 |
BERKSHIRE HATHAWAY INC DEL | 2.8M | $1.4B | 1.9% | $278.08 | +82.22% | 31 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 5.7M | $1.4B | 1.9% | $177.01 | +45.17% | 31 qtrssince 2018-Q4 | Increased 53 |
GE AEROSPACE | 3.6M | $1.3B | 1.9% | $125.28 | +167.32% | 31 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 4.8M | $1.2B | 1.7% | $141.33 | +88.98% | 31 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 10.7M | $1.2B | 1.6% | $67.48 | +64.43% | 31 qtrssince 2018-Q4 | Increased 59 |
HOME DEPOT INC | 3M | $1B | 1.4% | $238.85 | +29.98% | 31 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 5M | $1B | 1.4% | $119.39 | +87.34% | 31 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 6.6M | $979.4M | 1.3% | $98.81 | +45.99% | 31 qtrssince 2018-Q4 | Increased 51 |
PROGRESSIVE CORP | 4.4M | $963.4M | 1.3% | $122.48 | +75.95% | 31 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC | 1.7M | $958.3M | 1.3% | $422.24 | +45.29% | 31 qtrssince 2018-Q4 | Increased 51 |
PARKER-HANNIFIN CORP | 893,395 | $873.8M | 1.2% | $410.42 | +131.34% | 31 qtrssince 2018-Q4 | Increased 51 |
SCHWAB CHARLES CORP | 8.7M | $804.8M | 1.1% | $63.16 | +68.67% | 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 - 175 new positions, 77 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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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