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
$0
$93.1 Million 0.19% of portfolio
972,829
Q3 2024 Reduced 7.86%
$146B
$96.3 Million 0.19% of portfolio
3,328,945
Q3 2024 Added 3.94%
$166B
$96.9 Million 0.19% of portfolio
2,156,579
Q3 2024 Added 0.92%
$13.7B
$92.9 Million 0.19% of portfolio
1,772,640
Q3 2024 Reduced 23.18%
$31.2B
$94.5 Million 0.19% of portfolio
1,176,582
Q3 2024 Reduced 4.73%
$78.9B
$93.1 Million 0.19% of portfolio
476,690
Q3 2024 Added 2.57%
$334B
$88.4 Million 0.18% of portfolio
323,043
Q3 2024 Reduced 0.93%
$44.4B
$91.1 Million 0.18% of portfolio
1,833,969
Q3 2024 Reduced 6.79%
$495B
$88.5 Million 0.18% of portfolio
519,474
Q3 2024 Reduced 1.25%
$56.2B
$90.6 Million 0.18% of portfolio
265,010
Q3 2024 Added 4.44%
$184B
$90.2 Million 0.18% of portfolio
744,308
Q3 2024 Reduced 5.18%
$24.6B
$88.3 Million 0.18% of portfolio
151,302
Q3 2024 Reduced 19.44%
$120B
$83 Million 0.17% of portfolio
921,596
Q3 2024 Reduced 11.51%
$268B
$87.2 Million 0.17% of portfolio
1,213,773
Q3 2024 Reduced 5.25%
$30.2B
$85.4 Million 0.17% of portfolio
1,132,686
Q3 2024 Reduced 8.82%
$87.9B
$85.2 Million 0.17% of portfolio
530,516
Q3 2024 Added 0.28%
$227B
$83.1 Million 0.17% of portfolio
92,954
Q3 2024 Reduced 1.71%
$0
$86 Million 0.17% of portfolio
1,681,351
Q3 2024 Added 10.76%
$291B
$81.4 Million 0.16% of portfolio
97,631
Q3 2024 Reduced 3.51%
$45.7B
$80.2 Million 0.16% of portfolio
448,657
Q3 2024 Added 1.04%
$16.3B
$77.8 Million 0.16% of portfolio
270,680
Q3 2024 Reduced 11.83%
$26.4B
$78.3 Million 0.16% of portfolio
346,066
Q3 2024 Reduced 12.79%
$12.7B
$77.7 Million 0.16% of portfolio
440,382
Q3 2024 Reduced 6.19%
$31.4B
$78.9 Million 0.16% of portfolio
376,049
Q3 2024 Reduced 12.33%
$21.5B
$78.6 Million 0.16% of portfolio
212,355
Q3 2024 Added 9.64%
$77.2B
$74.6 Million 0.15% of portfolio
682,073
Q3 2024 Added 1.14%
$19.5B
$74.7 Million 0.15% of portfolio
320,807
Q3 2024 Reduced 8.97%
$0
$75.7 Million 0.15% of portfolio
240,738
Q3 2024 Reduced 0.29%
$130B
$76.1 Million 0.15% of portfolio
130,153
Q3 2024 Reduced 0.04%
$18.1B
$74.8 Million 0.15% of portfolio
265,963
Q3 2024 Added 56.85%
$88.2B
$75.9 Million 0.15% of portfolio
312,117
Q3 2024 Reduced 0.56%
$177B
$73.9 Million 0.15% of portfolio
379,933
Q3 2024 Added 0.37%
$0
$69.2 Million 0.14% of portfolio
1,195,885
Q3 2024 Added 4.68%
$108B
$68.3 Million 0.14% of portfolio
1,091,354
Q3 2024 Added 7.87%
$198B
$69.9 Million 0.14% of portfolio
425,736
Q3 2024 Added 7.5%
$19.1B
$70.4 Million 0.14% of portfolio
267,320
Q3 2024 Reduced 19.5%
$4.68B
$68.9 Million 0.14% of portfolio
509,363
Q3 2024 Reduced 11.21%
$77.3B
$68.3 Million 0.14% of portfolio
555,277
Q3 2024 Added 3.96%
$12.8B
$70.6 Million 0.14% of portfolio
269,838
Q3 2024 Reduced 12.2%
$37.5B
$67.7 Million 0.14% of portfolio
690,188
Q3 2024 Reduced 11.26%
$9.92B
$69.1 Million 0.14% of portfolio
148,335
Q3 2024 Reduced 19.42%
$109B
$70.3 Million 0.14% of portfolio
315,274
Q3 2024 Added 0.94%
$14B
$69 Million 0.14% of portfolio
183,191
Q3 2024 Reduced 3.84%
$23.8B
$68.4 Million 0.14% of portfolio
1,351,683
Q3 2024 Added 590.3%
$5.97B
$68.9 Million 0.14% of portfolio
776,717
Q3 2024 Reduced 11.73%
$6.43B
$68.7 Million 0.14% of portfolio
235,987
Q3 2024 Added 0.03%
$0
$67.3 Million 0.13% of portfolio
341,399
Q3 2024 Reduced 2.12%
$86B
$66.9 Million 0.13% of portfolio
322,334
Q3 2024 Reduced 10.07%
$22.7B
$64.5 Million 0.13% of portfolio
287,114
Q3 2024 Added 9.54%

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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