Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50.2 Billion
  • Q3 2024

Baird Financial Group, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $50.2 Billion distributed in 2504 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.32B, Apple Inc. with a value of $2.2B, Jpmorgan Chase & CO with a value of $1.24B, Berkshire Hathaway Inc Class B with a value of $1.09B, and Alphabet Inc. with a value of $1.02B.

Examining the 13F form we can see an increase of $2.57B in the current position value, from $47.6B to 50.2B.

Baird Financial Group, Inc. is based out at Milwaukee, WI

Below you can find more details about Baird Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $50.2 Billion
ETFs: $13.4 Billion
Technology: $9 Billion
Financial Services: $6.92 Billion
Industrials: $5.24 Billion
Consumer Cyclical: $4.36 Billion
Healthcare: $4.03 Billion
Communication Services: $2.84 Billion
Consumer Defensive: $1.94 Billion
Other: $2.34 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.83 Million 0.01% of portfolio
448,033
Q3 2024 Reduced 0.64%
$0
$4.68 Million 0.01% of portfolio
528,960
Q3 2024 Added 1.82%
$21.4B
$4.06 Million 0.01% of portfolio
59,524
Q3 2024 Reduced 7.64%
$7.19B
$2.62 Million 0.01% of portfolio
24,525
Q3 2024 Added 6.52%
$8.3B
$5.46 Million 0.01% of portfolio
145,077
Q3 2024 Reduced 2.56%
$23.3B
$5.29 Million 0.01% of portfolio
49,051
Q3 2024 Reduced 11.54%
$27.7B
$4.11 Million 0.01% of portfolio
24,023
Q3 2024 Reduced 11.05%
$323M
$3.85 Million 0.01% of portfolio
180,693
Q3 2022 Added 0.0%
$14.2B
$3.9 Million 0.01% of portfolio
402,030
Q3 2024 Added 27.68%
$10.4B
$2.18 Million 0.0% of portfolio
23,014
Q3 2024 Reduced 77.66%
$85B
$134,000 0.0% of portfolio
3,669
Q3 2024 Reduced 88.92%
$2.53B
$1.17 Million 0.0% of portfolio
53,350
Q3 2024 Added 22.5%
$1.44B
$1.29 Million 0.0% of portfolio
111,569
Q3 2024 Added 13.46%
$71.5B
$1.74 Million 0.0% of portfolio
14,873
Q3 2024 Reduced 15.48%
$0
$437,000 0.0% of portfolio
17,740
Q3 2024 Added 7.61%
$0
$262,000 0.0% of portfolio
19,090
Q3 2024 Added 3.25%
$65B
$362,000 0.0% of portfolio
22,575
Q3 2024 Added 2.27%
$6.4B
$1.16 Million 0.0% of portfolio
17,563
Q3 2024 Added 13.29%
$4.15B
$132,000 0.0% of portfolio
3,428
Q3 2024 Reduced 42.62%
$35.5B
$2.45 Million 0.0% of portfolio
20,814
Q3 2024 Reduced 6.24%
$3.27B
$293,000 0.0% of portfolio
44,037
Q3 2024 Added 97.95%
$0
$52,000 0.0% of portfolio
13,001
Q3 2024 New
$1.18B
$409,000 0.0% of portfolio
6,663
Q3 2024 Added 1.87%
$4.74B
$410,000 0.0% of portfolio
2,327
Q3 2024 Reduced 66.13%
$6.13B
$228,000 0.0% of portfolio
32,121
Q3 2024 Added 15.6%
$1.47B
$2.37 Million 0.0% of portfolio
372,594
Q3 2024 Added 4.17%
$10.6B
$324,000 0.0% of portfolio
10,540
Q3 2024 Added 3.38%
$34.3B
$328,000 0.0% of portfolio
5,662
Q3 2024 Reduced 4.36%
$6.35B
$824,000 0.0% of portfolio
32,969
Q3 2024 Reduced 8.26%
$23.9B
$0 0.0% of portfolio
-
Q3 2024 Added 108.47%
$1.28B
$912,000 0.0% of portfolio
56,024
Q3 2024 Reduced 46.6%
$14.5B
$441,000 0.0% of portfolio
1,192
Q3 2024 Reduced 3.09%
$8.51B
$1.04 Million 0.0% of portfolio
26,429
Q3 2024 Reduced 5.75%
$8.02B
$1.68 Million 0.0% of portfolio
95,838
Q3 2024 Reduced 0.37%
$10.8B
$402,000 0.0% of portfolio
19,613
Q3 2024 New
$12.5B
$1.02 Million 0.0% of portfolio
14,565
Q3 2024 Reduced 1.33%
$11.2B
$669,000 0.0% of portfolio
2,461
Q3 2024 Added 0.65%
$14B
$1.79 Million 0.0% of portfolio
68,367
Q3 2024 New
$11.6B
$1.17 Million 0.0% of portfolio
8,022
Q3 2024 Added 1.54%
$3.33B
$314,000 0.0% of portfolio
11,976
Q3 2024 Reduced 17.57%
$43.6B
$1.71 Million 0.0% of portfolio
17,115
Q3 2024 Added 3.31%
$2.88B
$87,000 0.0% of portfolio
20,594
Q3 2024 Reduced 2.14%
$24.4B
$1.94 Million 0.0% of portfolio
10,050
Q3 2024 Reduced 1.55%
$13.5B
$203,000 0.0% of portfolio
1,220
Q3 2024 New
$68.8M
$22,000 0.0% of portfolio
18,936
Q3 2024 Reduced 3.98%
$59.2B
$817,000 0.0% of portfolio
4,612
Q3 2024 Reduced 25.65%
$949M
$814,000 0.0% of portfolio
23,659
Q2 2024 Reduced 1.94%
$2.74B
$1.93 Million 0.0% of portfolio
27,034
Q3 2024 Reduced 20.2%
$7.83B
$883,000 0.0% of portfolio
9,018
Q3 2024 Reduced 16.75%

Summary

  • Portfolio
  • No. of Stocks 2,504
  • Current Value $50.2 Billion
  • Prior Value $47.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 102 stocks
  • Additional Purchases 775 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 774 stocks
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