Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,746 positions
APPLE INC | 9.6M | $2.4B | 4.6% | $60.61 | +310.19% | 25 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.4M | $2.3B | 4.4% | $156.31 | +165.99% | 25 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6M | $1.4B | 2.7% | $106.17 | +118.01% | 25 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 6.2M | $1.2B | 2.3% | $74.04 | +155.70% | 25 qtrssince 2018-Q4 | Increased 56 |
BERKSHIRE HATHAWAY INC DEL | 2.4M | $1.1B | 2.1% | $249.31 | +81.81% | 25 qtrssince 2018-Q4 | Increased 56 |
HOME DEPOT INC | 2.5M | $981.1M | 1.9% | $219.42 | +69.29% | 25 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 2.4M | $945.6M | 1.8% | $41.49 | +140.36% | 25 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 3.7M | $878.9M | 1.7% | $92.12 | +139.33% | 25 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 4.6M | $851.5M | 1.6% | $121.30 | +48.33% | 25 qtrssince 2018-Q4 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 17.3M | $826.7M | 1.6% | $36.15 | +26.67% | 25 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC | 1.3M | $759M | 1.5% | $346.75 | +67.90% | 25 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 8.1M | $713.9M | 1.4% | $55.06 | +57.10% | 25 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORPORATION | 4.8M | $648.4M | 1.2% | $23.51 | +469.65% | 25 qtrssince 2018-Q4 | Increased 50 |
FASTENAL CO | 8.3M | $595.1M | 1.1% | $18.89 | +83.36% | 25 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 3.9M | $568.4M | 1.1% | $126.06 | +9.56% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 2.6M | $566.5M | 1.1% | $116.33 | +88.59% | 25 qtrssince 2018-Q4 | Increased 52 |
COSTCO WHSL CORP NEW | 615,293 | $563.8M | 1.1% | $330.84 | +174.30% | 25 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.9M | $560.4M | 1.1% | $90.93 | +23.80% | 25 qtrssince 2018-Q4 | Increased 60 |
OREILLY AUTOMOTIVE INC | 436,391 | $517.5M | 1.0% | $39.62 | +99.51% | 25 qtrssince 2018-Q4 | Increased 46 |
GE VERNOVA INC | 1.6M | $512M | 1.0% | $181.84 | +80.26% | 3 qtrssince 2024-Q2 | Increased 47 |
Baird Financial Group, Inc. manages $52.3B across 1746 positions as of Q4 2024. Top holdings: AAPL (4.6%), MSFT (4.4%), JPM (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 100 new positions, 101 exits, 886 increased. Top move: META (INCREASED, conviction 61). Portfolio: $52.3B across 1746 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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