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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.8B
$2.96 Million 0.01% of portfolio
93,143
Q3 2024 Reduced 4.76%
$37.3B
$4.34 Million 0.01% of portfolio
13,705
Q3 2024 Reduced 1.14%
$5.43B
$6.84 Million 0.01% of portfolio
32,387
Q3 2024 Added 33.07%
$21.9B
$5.65 Million 0.01% of portfolio
53,876
Q3 2024 Added 1.95%
$0
$2.96 Million 0.01% of portfolio
220,580
Q3 2024 Added 10.58%
$12B
$3.49 Million 0.01% of portfolio
47,763
Q3 2024 Added 31.85%
$0
$5.24 Million 0.01% of portfolio
73,006
Q3 2024 Reduced 2.3%
$0
$3.81 Million 0.01% of portfolio
188,140
Q3 2024 Added 0.51%
$0
$5.41 Million 0.01% of portfolio
257,367
Q3 2024 Added 6.39%
$0
$5.56 Million 0.01% of portfolio
50,323
Q3 2024 Reduced 5.73%
$0
$3.97 Million 0.01% of portfolio
27,273
Q3 2024 Reduced 2.77%
$0
$6.09 Million 0.01% of portfolio
92,374
Q3 2024 Reduced 1.45%
$0
$3.85 Million 0.01% of portfolio
38,826
Q3 2024 Reduced 3.09%
$0
$6.59 Million 0.01% of portfolio
20,183
Q3 2024 Reduced 1.01%
$0
$6.16 Million 0.01% of portfolio
40,636
Q3 2024 Reduced 17.55%
$0
$3.78 Million 0.01% of portfolio
28,283
Q3 2024 Reduced 25.99%
$0
$5.84 Million 0.01% of portfolio
54,978
Q3 2024 Added 23.73%
$0
$4.19 Million 0.01% of portfolio
57,476
Q3 2024 Added 4.07%
$0
$5.58 Million 0.01% of portfolio
72,749
Q3 2024 Added 2.33%
$0
$3.68 Million 0.01% of portfolio
34,395
Q3 2024 Added 1.02%
$0
$5.53 Million 0.01% of portfolio
105,196
Q3 2024 Added 15.46%
$0
$6.05 Million 0.01% of portfolio
102,130
Q3 2024 Added 1.08%
$0
$3.82 Million 0.01% of portfolio
162,976
Q3 2024 Added 40.99%
$0
$2.91 Million 0.01% of portfolio
49,680
Q3 2024 Added 3.12%
$0
$2.85 Million 0.01% of portfolio
55,932
Q3 2024 Reduced 15.19%
$0
$3.95 Million 0.01% of portfolio
51,489
Q3 2024 Added 3.7%
$0
$5.67 Million 0.01% of portfolio
55,959
Q3 2024 Added 0.86%
$0
$6.83 Million 0.01% of portfolio
94,089
Q3 2024 Added 1.36%
$0
$4.71 Million 0.01% of portfolio
65,825
Q3 2024 Reduced 44.93%
$0
$3.6 Million 0.01% of portfolio
98,767
Q3 2024 Reduced 51.79%
$0
$4.8 Million 0.01% of portfolio
95,178
Q3 2024 Added 0.83%
$0
$3.69 Million 0.01% of portfolio
60,529
Q3 2024 Added 1,294.36%
$0
$2.91 Million 0.01% of portfolio
57,303
Q3 2024 Reduced 3.0%
$0
$4.05 Million 0.01% of portfolio
172,806
Q3 2024 Added 3.55%
$0
$5.58 Million 0.01% of portfolio
232,672
Q3 2024 Added 2.34%
$23.3B
$4.82 Million 0.01% of portfolio
40,254
Q3 2024 Added 4.36%
$0
$4.43 Million 0.01% of portfolio
74,724
Q3 2024 Reduced 11.7%
$0
$3.83 Million 0.01% of portfolio
75,534
Q3 2024 Reduced 45.79%
$142B
$3.39 Million 0.01% of portfolio
25,945
Q3 2024 Added 1.18%
$9.2B
$5.25 Million 0.01% of portfolio
97,357
Q3 2024 Added 2.92%
$5.05B
$3.84 Million 0.01% of portfolio
46,938
Q3 2024 Reduced 3.01%
$2.1B
$3.71 Million 0.01% of portfolio
31,376
Q3 2024 Reduced 2.13%
$33.7B
$7.18 Million 0.01% of portfolio
38,278
Q3 2024 Added 62.59%
$0
$2.89 Million 0.01% of portfolio
76,990
Q3 2024 New
$5.82B
$2.55 Million 0.01% of portfolio
9,597
Q3 2024 Reduced 44.75%
$24.5B
$3.62 Million 0.01% of portfolio
2,307
Q3 2024 Reduced 5.41%
$17.9B
$3.45 Million 0.01% of portfolio
41,079
Q3 2024 Reduced 4.43%
$7.22B
$5.3 Million 0.01% of portfolio
107,289
Q3 2024 Added 0.11%
$10.7B
$4.3 Million 0.01% of portfolio
12,883
Q3 2024 Added 24.13%

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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