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
$30.9B
$8.97 Million 0.02% of portfolio
56,468
Q3 2024 Reduced 4.66%
$42B
$10.9 Million 0.02% of portfolio
190,513
Q3 2024 Added 0.57%
$3.68B
$12.2 Million 0.02% of portfolio
444,234
Q3 2024 Added 7.35%
$92.2B
$11.3 Million 0.02% of portfolio
45,369
Q3 2024 Reduced 2.83%
$92.8B
$11.9 Million 0.02% of portfolio
5,782
Q3 2024 Added 2.08%
$2.73B
$11.2 Million 0.02% of portfolio
177,419
Q3 2024 Reduced 8.33%
$25.4B
$10.4 Million 0.02% of portfolio
198,729
Q3 2024 Added 36.47%
$80B
$8.38 Million 0.02% of portfolio
18,628
Q3 2024 Added 17.4%
$39.9B
$12.4 Million 0.02% of portfolio
169,641
Q3 2024 Added 1.82%
$76.5B
$9.87 Million 0.02% of portfolio
18,693
Q3 2024 Added 1.94%
$215B
$10.3 Million 0.02% of portfolio
89,751
Q3 2024 Added 2.83%
$0
$7.85 Million 0.02% of portfolio
510,989
Q3 2024 New
$46.7B
$8.32 Million 0.02% of portfolio
91,315
Q3 2024 Reduced 9.45%
$28.9B
$11 Million 0.02% of portfolio
83,334
Q3 2024 Reduced 11.44%
$233B
$7.87 Million 0.02% of portfolio
119,400
Q3 2024 Reduced 3.13%
$9.15B
$12.4 Million 0.02% of portfolio
88,253
Q3 2024 Added 1.61%
$128B
$7.67 Million 0.02% of portfolio
95,766
Q3 2024 Added 12.19%
$18.6B
$8.5 Million 0.02% of portfolio
29,323
Q3 2024 Added 0.04%
$3.66B
$7.64 Million 0.02% of portfolio
113,558
Q3 2024 Added 12.33%
$53.3B
$11.7 Million 0.02% of portfolio
107,040
Q3 2024 Added 0.55%
$136B
$10.3 Million 0.02% of portfolio
136,428
Q3 2024 Added 2.87%
$113B
$10.8 Million 0.02% of portfolio
23,168
Q3 2024 Reduced 56.91%
$1.93B
$9.05 Million 0.02% of portfolio
259,607
Q3 2024 Reduced 35.07%
$24.6B
$12.2 Million 0.02% of portfolio
33,890
Q3 2024 Added 1.56%
$27.1B
$12.4 Million 0.02% of portfolio
203,250
Q3 2024 Added 5.43%
$0
$3.4 Million 0.01% of portfolio
289,309
Q3 2024 Added 2.59%
$40.9B
$5.91 Million 0.01% of portfolio
73,317
Q3 2024 Added 39.33%
$41.1B
$5 Million 0.01% of portfolio
28,400
Q3 2024 Added 8.9%
$9.07B
$6.11 Million 0.01% of portfolio
38,592
Q3 2024 Reduced 0.61%
$942M
$3.17 Million 0.01% of portfolio
99,572
Q3 2024 Added 8.07%
$1.48B
$3.77 Million 0.01% of portfolio
82,894
Q3 2024 Added 7.8%
$21.4B
$2.56 Million 0.01% of portfolio
52,451
Q3 2024 Reduced 1.78%
$1.94B
$7.12 Million 0.01% of portfolio
71,064
Q3 2024 Added 25.16%
$20.6B
$2.65 Million 0.01% of portfolio
64,363
Q3 2024 Added 2.64%
$5.15B
$2.51 Million 0.01% of portfolio
69,250
Q3 2024 Reduced 72.18%
$20.4B
$3.27 Million 0.01% of portfolio
24,443
Q3 2024 Added 0.16%
$21.4B
$3.91 Million 0.01% of portfolio
29,968
Q3 2024 Reduced 18.3%
$7.12B
$5.38 Million 0.01% of portfolio
25,624
Q3 2024 Added 7.2%
$16.9B
$4.69 Million 0.01% of portfolio
47,971
Q3 2024 Reduced 3.45%
$22.3B
$4.49 Million 0.01% of portfolio
41,024
Q3 2024 Reduced 2.86%
$92.9B
$3.49 Million 0.01% of portfolio
8,976
Q3 2024 Added 10.71%
$10.4B
$4 Million 0.01% of portfolio
45,697
Q3 2024 Added 0.13%
$7.47B
$3.25 Million 0.01% of portfolio
40,752
Q3 2024 Reduced 19.58%
$34.9B
$4.8 Million 0.01% of portfolio
16,299
Q3 2024 Added 2.3%
$16.9B
$2.95 Million 0.01% of portfolio
58,905
Q3 2024 Added 45.0%
$14.6B
$2.96 Million 0.01% of portfolio
10,157
Q3 2024 New
$13.3B
$2.54 Million 0.01% of portfolio
12,729
Q3 2024 Added 33.25%
$10.8B
$4.24 Million 0.01% of portfolio
15,238
Q3 2024 Reduced 2.12%
$79B
$5.55 Million 0.01% of portfolio
11,807
Q3 2024 Added 0.49%

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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