Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,794 positions
Microsoft Corp. | 5.6M | $2.9B | 4.6% | $164.55 | +212.20% | 28 qtrssince 2018-Q4 | Increased 59 |
Apple Inc. | 9.7M | $2.5B | 4.0% | $64.03 | +296.19% | 28 qtrssince 2018-Q4 | Increased 59 |
JPMorgan Chase & Co. | 6.4M | $2B | 3.3% | $118.74 | +160.66% | 28 qtrssince 2018-Q4 | Increased 60 |
Alphabet Inc. | 6.7M | $1.6B | 2.6% | $82.14 | +195.73% | 28 qtrssince 2018-Q4 | Increased 56 |
iShares Trust RUS 1000 GRW ETF | 2.8M | $1.3B | 2.1% | $51.05 | +128.56% | 28 qtrssince 2018-Q4 | Increased 55 |
Berkshire Hathaway Inc. | 2.5M | $1.3B | 2.0% | $257.59 | +95.17% | 28 qtrssince 2018-Q4 | Increased 56 |
Meta Platforms Inc | 1.6M | $1.2B | 1.9% | $404.14 | +81.10% | 28 qtrssince 2018-Q4 | Increased 52 |
ISHARES RUSSELL 1000 VALUE ETF | 5.6M | $1.1B | 1.8% | $134.35 | +49.22% | 28 qtrssince 2018-Q4 | Increased 54 |
Home Depot Inc. | 2.8M | $1.1B | 1.8% | $232.64 | +69.38% | 28 qtrssince 2018-Q4 | Increased 52 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 18.5M | $1.1B | 1.8% | $37.79 | +54.44% | 28 qtrssince 2018-Q4 | Increased 54 |
GE Aerospace | 3.4M | $1B | 1.6% | $110.74 | +170.19% | 17 qtrssince 2021-Q3 | Increased 54 |
GE Vernova Inc. | 1.7M | $1B | 1.6% | $215.49 | +184.71% | 6 qtrssince 2024-Q2 | Increased 53 |
The Progressive Corporation | 3.7M | $925.9M | 1.5% | $105.95 | +118.75% | 28 qtrssince 2018-Q4 | Increased 53 |
Amazon.com, Inc. | 4.2M | $912.7M | 1.5% | $155.29 | +41.39% | 28 qtrssince 2018-Q4 | Increased 52 |
NVIDIA Corp. | 4.8M | $903.8M | 1.5% | $28.97 | +542.58% | 28 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL MIDCAP ETF | 8.5M | $816.7M | 1.3% | $56.70 | +68.19% | 28 qtrssince 2018-Q4 | Increased 51 |
Johnson & Johnson | 4.3M | $793M | 1.3% | $129.18 | +40.37% | 28 qtrssince 2018-Q4 | Increased 51 |
SCHWAB CHARLES CORP | 7.7M | $733.6M | 1.2% | $58.92 | +59.99% | 28 qtrssince 2018-Q4 | Increased 53 |
Fastenal Co. | 14.6M | $714.9M | 1.1% | $19.58 | +145.07% | 28 qtrssince 2018-Q4 | Increased 50 |
Parker-Hannifin Corp. | 932,104 | $706.7M | 1.1% | $382.33 | +96.66% | 28 qtrssince 2018-Q4 | Increased 52 |
Baird Financial Group, Inc. manages $62.2B across 1794 positions as of Q3 2025. Top holdings: MSFT (4.6%), AAPL (4.0%), JPM (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 110 new positions, 81 exits, 818 increased. Top move: JPM (INCREASED, conviction 60). Portfolio: $62.2B across 1794 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