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
$30.2B
$5.96 Million 0.01% of portfolio
3,977
Q3 2024 Reduced 0.9%
$91B
$5.52 Million 0.01% of portfolio
11,636
Q3 2024 Reduced 2.53%
$9.34B
$2.61 Million 0.01% of portfolio
97,312
Q3 2024 Reduced 4.84%
$4.44B
$3.03 Million 0.01% of portfolio
40,827
Q3 2024 Added 0.82%
$3.97B
$4.16 Million 0.01% of portfolio
123,305
Q3 2024 Reduced 9.11%
$24.1B
$3.57 Million 0.01% of portfolio
39,252
Q3 2024 Reduced 3.65%
$6.58B
$5.63 Million 0.01% of portfolio
92,882
Q3 2024 Added 1.53%
$3.41B
$5.09 Million 0.01% of portfolio
105,698
Q3 2024 Reduced 5.85%
$14.4B
$3.46 Million 0.01% of portfolio
30,060
Q3 2024 Reduced 56.41%
$884M
$5.54 Million 0.01% of portfolio
200,547
Q3 2024 Added 4.78%
$23.1B
$4.17 Million 0.01% of portfolio
46,337
Q3 2024 Reduced 0.96%
$0
$4.04 Million 0.01% of portfolio
434,500
Q3 2024 Reduced 3.83%
$0
$4.57 Million 0.01% of portfolio
518,616
Q3 2024 Added 1.62%
$0
$3.91 Million 0.01% of portfolio
484,589
Q3 2024 Added 1.53%
$27.5B
$2.79 Million 0.01% of portfolio
58,110
Q3 2024 Reduced 13.27%
$1.01B
$4.6 Million 0.01% of portfolio
397,101
Q3 2024 New
$7.38B
$3.84 Million 0.01% of portfolio
38,297
Q3 2024 Added 19.5%
$39.4B
$3.24 Million 0.01% of portfolio
31,161
Q3 2024 Reduced 15.42%
$19.8B
$4.38 Million 0.01% of portfolio
20,326
Q3 2024 Reduced 2.59%
$0
$4.39 Million 0.01% of portfolio
46,373
Q3 2024 Added 1.13%
$0
$2.88 Million 0.01% of portfolio
28,981
Q3 2024 Reduced 1.08%
$0
$4.36 Million 0.01% of portfolio
82,245
Q3 2024 Added 1.48%
$0
$4.67 Million 0.01% of portfolio
230,725
Q3 2024 Added 640.5%
$3.59B
$3.28 Million 0.01% of portfolio
72,766
Q3 2024 Reduced 4.67%
$20.2B
$3.76 Million 0.01% of portfolio
43,733
Q3 2024 Reduced 1.81%
$0
$5.69 Million 0.01% of portfolio
302,635
Q3 2024 Reduced 4.61%
$3.18B
$3.12 Million 0.01% of portfolio
38,910
Q3 2024 Reduced 14.5%
$0
$3.71 Million 0.01% of portfolio
88,759
Q3 2024 Reduced 0.74%
$0
$2.68 Million 0.01% of portfolio
40,965
Q3 2024 Reduced 3.6%
$41.6B
$2.55 Million 0.01% of portfolio
28,553
Q3 2024 Added 3.49%
$51.9B
$7.07 Million 0.01% of portfolio
19,441
Q3 2024 Reduced 30.5%
$24.9B
$4.43 Million 0.01% of portfolio
30,877
Q3 2024 Reduced 4.35%
$15.6B
$2.8 Million 0.01% of portfolio
20,430
Q3 2024 Reduced 8.42%
$3.38B
$5.95 Million 0.01% of portfolio
38,387
Q3 2024 Added 3.89%
$33.7B
$4.07 Million 0.01% of portfolio
64,147
Q3 2024 Added 1.75%
$6.94B
$2.94 Million 0.01% of portfolio
43,556
Q3 2024 Reduced 6.04%
$931M
$3.46 Million 0.01% of portfolio
70,039
Q3 2024 Added 43.21%
$6.48B
$4.7 Million 0.01% of portfolio
24,208
Q3 2024 Added 20.76%
$0
$3.02 Million 0.01% of portfolio
48,464
Q3 2024 Added 12.75%
$0
$6.45 Million 0.01% of portfolio
69,228
Q3 2024 Added 17.74%
$0
$6.48 Million 0.01% of portfolio
287,781
Q3 2024 Added 16.82%
$0
$4.36 Million 0.01% of portfolio
149,982
Q3 2024 Added 0.25%
$0
$4.95 Million 0.01% of portfolio
20,592
Q3 2024 Reduced 18.34%
$0
$6 Million 0.01% of portfolio
60,751
Q3 2024 Added 9.93%
$0
$2.96 Million 0.01% of portfolio
23,749
Q3 2024 Added 128.18%
$0
$6.59 Million 0.01% of portfolio
213,680
Q3 2024 Reduced 1.78%
$0
$5.21 Million 0.01% of portfolio
52,290
Q3 2024 New
$0
$3.65 Million 0.01% of portfolio
37,332
Q3 2024 Added 97.93%
$0
$5.59 Million 0.01% of portfolio
122,907
Q3 2024 Added 2.42%

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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