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
$10.6B
$30.5 Million 0.06% of portfolio
146,811
Q3 2024 Reduced 15.86%
$197B
$31.8 Million 0.06% of portfolio
262,311
Q3 2024 Added 21.9%
$58.6B
$32.5 Million 0.06% of portfolio
247,482
Q3 2024 Added 0.86%
$16.3B
$31.5 Million 0.06% of portfolio
260,419
Q3 2024 Added 40.04%
$82.6B
$32.5 Million 0.06% of portfolio
237,694
Q3 2024 Reduced 8.93%
$22.2B
$30.3 Million 0.06% of portfolio
895,740
Q3 2024 Reduced 1.61%
$162B
$24.2 Million 0.05% of portfolio
1,097,895
Q3 2024 Added 12.02%
$71.6B
$27 Million 0.05% of portfolio
429,481
Q3 2024 Reduced 28.43%
$69.4B
$26.4 Million 0.05% of portfolio
109,297
Q3 2024 Added 6.97%
$189B
$24 Million 0.05% of portfolio
5,689
Q3 2024 Added 1.32%
$29.1B
$26.3 Million 0.05% of portfolio
480,862
Q3 2024 Reduced 1.1%
$73.1B
$26.8 Million 0.05% of portfolio
88,823
Q3 2024 Reduced 5.14%
$51.2B
$25.2 Million 0.05% of portfolio
84,709
Q3 2024 Added 27.56%
$66.9B
$24.7 Million 0.05% of portfolio
122,983
Q3 2024 Added 0.28%
$90.9B
$26.2 Million 0.05% of portfolio
290,700
Q3 2024 Reduced 5.23%
$43.8B
$22.9 Million 0.05% of portfolio
85,589
Q3 2024 Added 5.81%
$5.01B
$20.5 Million 0.04% of portfolio
144,935
Q3 2024 Added 2.75%
$32.4B
$18 Million 0.04% of portfolio
125,607
Q3 2024 Added 31.37%
$44.1B
$19.8 Million 0.04% of portfolio
528,651
Q3 2024 Added 1.79%
$75.6B
$19.3 Million 0.04% of portfolio
118,314
Q3 2024 Reduced 3.36%
$21.3B
$21.5 Million 0.04% of portfolio
108,391
Q3 2024 Added 7.4%
$72.6B
$18.8 Million 0.04% of portfolio
411,576
Q3 2024 Added 2.36%
$10.5B
$21 Million 0.04% of portfolio
465,778
Q3 2024 New
$21.7B
$17.7 Million 0.04% of portfolio
73,123
Q3 2024 Added 1.64%
$66.3B
$21.7 Million 0.04% of portfolio
193,942
Q3 2024 Reduced 0.09%
$93.3B
$19 Million 0.04% of portfolio
372,621
Q3 2024 Added 25.09%
$214B
$19.4 Million 0.04% of portfolio
249,018
Q3 2024 Added 0.55%
$29.9B
$19.3 Million 0.04% of portfolio
186,419
Q3 2024 Reduced 0.92%
$20B
$18.4 Million 0.04% of portfolio
89,209
Q3 2024 Added 312.24%
$158B
$21.9 Million 0.04% of portfolio
349,151
Q3 2024 Added 6.0%
$38.7B
$17.7 Million 0.04% of portfolio
198,917
Q3 2024 Reduced 1.19%
$17.7B
$21.2 Million 0.04% of portfolio
77,814
Q3 2024 Added 0.05%
$9.91B
$22.3 Million 0.04% of portfolio
326,935
Q3 2024 Added 15.37%
$71.1B
$19.1 Million 0.04% of portfolio
69,821
Q3 2024 Reduced 28.66%
$76.4B
$19.2 Million 0.04% of portfolio
248,018
Q3 2024 Reduced 1.42%
$117B
$21.4 Million 0.04% of portfolio
254,757
Q3 2024 Reduced 4.02%
$2.39B
$17.6 Million 0.04% of portfolio
511,701
Q3 2024 Added 0.78%
$24.8B
$17.9 Million 0.04% of portfolio
1,217,429
Q3 2024 Reduced 3.53%
$85.5B
$21.4 Million 0.04% of portfolio
911,870
Q3 2024 Reduced 30.75%
$206B
$18 Million 0.04% of portfolio
36,567
Q3 2024 Added 0.21%
$18.8B
$22.2 Million 0.04% of portfolio
269,164
Q3 2024 Added 3.6%
$155B
$18.3 Million 0.04% of portfolio
492,705
Q3 2024 Added 10.48%
$25.8B
$17.6 Million 0.04% of portfolio
161,242
Q3 2024 Reduced 18.11%
$56.7B
$20.2 Million 0.04% of portfolio
86,349
Q3 2024 Reduced 2.73%
$4.49B
$14.1 Million 0.03% of portfolio
240,834
Q3 2024 Added 2,694.87%
$0
$16.6 Million 0.03% of portfolio
793,310
Q3 2024 Added 9.01%
$4.71B
$12.6 Million 0.03% of portfolio
168,886
Q3 2024 Added 8.68%
$5.86B
$16.9 Million 0.03% of portfolio
307,639
Q3 2024 Added 7.56%
$3.49B
$14.5 Million 0.03% of portfolio
138,122
Q3 2024 Added 10.19%

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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