Baird Financial Group, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,786 positions
MICROSOFT CORP | 5.7M | $2.7B | 4.3% | $169.12 | +184.17% | 29 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 9.9M | $2.7B | 4.2% | $66.82 | +305.73% | 29 qtrssince 2018-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 6.6M | $2.1B | 3.3% | $123.07 | +158.16% | 29 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 6.7M | $2.1B | 3.3% | $82.14 | +281.28% | 29 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 2.6M | $1.3B | 2.0% | $266.40 | +88.68% | 29 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 2.7M | $1.3B | 2.0% | $51.05 | +131.18% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 20.1M | $1.3B | 2.0% | $39.72 | +55.79% | 29 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 5.8M | $1.2B | 1.9% | $137.25 | +51.64% | 29 qtrssince 2018-Q4 | Increased 52 |
GE AEROSPACE | 3.6M | $1.1B | 1.7% | $119.25 | +157.21% | 18 qtrssince 2021-Q3 | Increased 53 |
META PLATFORMS INC | 1.6M | $1.1B | 1.6% | $408.22 | +61.28% | 29 qtrssince 2018-Q4 | Increased 51 |
GE VERNOVA INC | 1.6M | $1B | 1.6% | $215.49 | +202.74% | 7 qtrssince 2024-Q2 | Decreased 0 |
AMAZON COM INC | 4.3M | $990.4M | 1.5% | $157.65 | +46.41% | 29 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 2.8M | $966.5M | 1.5% | $234.09 | +43.87% | 29 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 4.4M | $904.4M | 1.4% | $130.77 | +55.74% | 29 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 4.8M | $896.6M | 1.4% | $28.97 | +542.34% | 29 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 3.9M | $883M | 1.4% | $109.51 | +95.24% | 29 qtrssince 2018-Q4 | Increased 52 |
PARKER-HANNIFIN CORP | 964,341 | $847.6M | 1.3% | $398.75 | +119.08% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 8.7M | $835.8M | 1.3% | $57.70 | +65.47% | 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 TR | 6.1M | $737.2M | 1.1% | $95.32 | +25.05% | 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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
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
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