Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,753 positions
APPLE INC | 9.6M | $2.1B | 4.1% | $61.37 | +259.75% | 26 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.5M | $2.1B | 4.0% | $158.47 | +134.13% | 26 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6.1M | $1.5B | 2.9% | $109.19 | +118.04% | 26 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 2.4M | $1.3B | 2.5% | $250.54 | +112.57% | 26 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 6.4M | $1B | 1.9% | $76.60 | +102.99% | 26 qtrssince 2018-Q4 | Increased 52 |
PROGRESSIVE CORP | 3.4M | $962M | 1.9% | $92.12 | +188.12% | 26 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.6M | $953.1M | 1.8% | $223.42 | +57.64% | 26 qtrssince 2018-Q4 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 17.4M | $884.9M | 1.7% | $36.23 | +34.93% | 26 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.7M | $880.9M | 1.7% | $122.39 | +50.05% | 26 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 2.4M | $851.3M | 1.6% | $41.55 | +116.03% | 26 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC | 1.4M | $806.9M | 1.6% | $363.54 | +57.78% | 26 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 8.2M | $699.2M | 1.3% | $55.56 | +50.29% | 26 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 4.1M | $679M | 1.3% | $127.40 | +25.30% | 26 qtrssince 2018-Q4 | Increased 52 |
OREILLY AUTOMOTIVE INC | 461,130 | $660.6M | 1.3% | $42.62 | +124.08% | 26 qtrssince 2018-Q4 | Increased 53 |
FASTENAL CO | 8.4M | $652.9M | 1.3% | $19.21 | +95.60% | 26 qtrssince 2018-Q4 | Increased 51 |
GE AEROSPACE | 3M | $604.4M | 1.2% | $89.04 | +122.98% | 15 qtrssince 2021-Q3 | Decreased 0 |
ISHARES TR | 5.7M | $592.4M | 1.1% | $92.56 | +10.71% | 26 qtrssince 2018-Q4 | Increased 57 |
COSTCO WHOLESALE CORPORATION | 605,173 | $572.4M | 1.1% | $330.84 | +183.45% | 26 qtrssince 2018-Q4 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 6.9M | $540.5M | 1.0% | $55.18 | +39.23% | 26 qtrssince 2018-Q4 | Increased 53 |
PARKER-HANNIFIN CORP | 846,899 | $514.8M | 1.0% | $348.28 | +72.19% | 26 qtrssince 2018-Q4 | Increased 47 |
Baird Financial Group, Inc. manages $51.9B across 1753 positions as of Q1 2025. Top holdings: AAPL (4.1%), MSFT (4.0%), JPM (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 107 new positions, 100 exits, 783 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $51.9B across 1753 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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