Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,786 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.7M | $2.7B | 4.3% | $169.87 | +186.97% | 29 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 9.9M | $2.7B | 4.2% | $109.21 | +148.26% | 29 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6.6M | $2.1B | 3.3% | $124.13 | +159.39% | 29 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC-CL C | 6.7M | $2.1B | 3.3% | $108.33 | +190.36% | 29 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 2.6M | $1.3B | 2.0% | $265.68 | +89.59% | 29 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.7M | $1.3B | 2.0% | $51.09 | +131.18% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 20.1M | $1.3B | 2.0% | $40.12 | +56.51% | 29 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 5.8M | $1.2B | 1.9% | $138.06 | +53.51% | 29 qtrssince 2018-Q4 | Increased 52 |
GENERAL ELECTRIC CO COM STOCK | 3.6M | $1.1B | 1.7% | $116.34 | +168.00% | 29 qtrssince 2018-Q4 | Increased 53 |
META PLATFORMS INC-CLASS A | 1.6M | $1.1B | 1.6% | $409.08 | +62.79% | 29 qtrssince 2018-Q4 | Increased 51 |
GE VERNOVA LLC | 1.6M | $1B | 1.6% | $214.73 | +206.97% | 7 qtrssince 2024-Q2 | Decreased 0 |
AMAZON.COM INC | 4.3M | $990.4M | 1.5% | $164.82 | +41.08% | 29 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 2.8M | $966.5M | 1.5% | $238.86 | +45.00% | 29 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 4.4M | $904.4M | 1.4% | $132.47 | +56.19% | 29 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 4.8M | $896.6M | 1.4% | $115.95 | +61.75% | 29 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 3.9M | $883M | 1.4% | $109.64 | +97.23% | 29 qtrssince 2018-Q4 | Increased 52 |
PARKER HANNIFIN CORP | 964,341 | $847.6M | 1.3% | $400.27 | +121.64% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES RUSSELL MIDCAP INDEX FUND | 8.7M | $835.8M | 1.3% | $57.99 | +67.70% | 29 qtrssince 2018-Q4 | Increased 51 |
SCHWAB (CHARLES) CORP | 8M | $796.8M | 1.2% | $60.38 | +63.84% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 6.1M | $737.2M | 1.1% | $96.04 | +26.70% | 29 qtrssince 2018-Q4 | Increased 53 |
Baird Financial Group, Inc. manages $64.2B across 1786 positions as of Q4 2025. Top holdings: MSFT (4.3%), AAPL (4.2%), JPM (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 84 new positions, 92 exits, 828 increased. Top move: JPM (INCREASED, conviction 60). Portfolio: $64.2B across 1786 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