Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,826 positions
APPLE INC | 10M | $2.5B | 4.0% | $69.18 | +266.22% | 30 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.8M | $2.1B | 3.3% | $173.57 | +112.41% | 30 qtrssince 2018-Q4 | Increased 60 |
JPMORGAN CHASE & CO. | 6.7M | $2B | 3.1% | $125.87 | +131.48% | 30 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 6.8M | $1.9B | 3.0% | $84.14 | +240.49% | 30 qtrssince 2018-Q4 | Increased 59 |
VANGUARD TAX-MANAGED FDS | 21.5M | $1.4B | 2.2% | $41.25 | +54.17% | 30 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 6M | $1.3B | 2.0% | $139.47 | +52.17% | 30 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 2.7M | $1.3B | 2.0% | $271.76 | +76.33% | 30 qtrssince 2018-Q4 | Increased 52 |
GE VERNOVA INC | 1.4M | $1.2B | 1.9% | $215.49 | +304.88% | 8 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 2.8M | $1.2B | 1.9% | $52.82 | +101.46% | 30 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 5.5M | $1.1B | 1.8% | $168.51 | +23.60% | 30 qtrssince 2018-Q4 | Increased 62 |
JOHNSON & JOHNSON | 4.5M | $1.1B | 1.7% | $134.56 | +79.73% | 30 qtrssince 2018-Q4 | Increased 52 |
GE AEROSPACE | 3.5M | $987.6M | 1.5% | $119.25 | +137.30% | 19 qtrssince 2021-Q3 | Decreased 0 |
HOME DEPOT INC | 2.9M | $958.9M | 1.5% | $237.39 | +36.50% | 30 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC | 1.7M | $954.3M | 1.5% | $415.08 | +37.60% | 30 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 9M | $872.1M | 1.4% | $58.95 | +64.01% | 30 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 4.9M | $853.2M | 1.3% | $31.47 | +452.87% | 30 qtrssince 2018-Q4 | Increased 51 |
PROGRESSIVE CORP | 4.1M | $820.6M | 1.3% | $115.11 | +71.96% | 30 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 6.5M | $803.5M | 1.3% | $96.76 | +27.63% | 30 qtrssince 2018-Q4 | Increased 53 |
SCHWAB CHARLES CORP | 8.4M | $793.7M | 1.2% | $62.22 | +50.07% | 30 qtrssince 2018-Q4 | Increased 53 |
PARKER-HANNIFIN CORP | 875,351 | $783.6M | 1.2% | $398.75 | +123.55% | 30 qtrssince 2018-Q4 | Decreased 0 |
Baird Financial Group, Inc. manages $64B across 1826 positions as of Q1 2026. Top holdings: AAPL (4.0%), MSFT (3.3%), JPM (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 146 new positions, 106 exits, 872 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $64.0B across 1826 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