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
$51.9 Million 0.1% of portfolio
571,892
Q3 2024 Reduced 14.76%
$0
$51.8 Million 0.1% of portfolio
1,138,107
Q3 2024 Reduced 35.03%
$217B
$52 Million 0.1% of portfolio
104,994
Q3 2024 Added 2.85%
$8.71B
$49.3 Million 0.1% of portfolio
760,670
Q3 2024 Reduced 12.74%
$8.13B
$51.7 Million 0.1% of portfolio
776,506
Q3 2024 Reduced 11.98%
$53.8B
$52.3 Million 0.1% of portfolio
387,443
Q3 2024 Reduced 7.95%
$28.5B
$47.7 Million 0.1% of portfolio
1,431,901
Q3 2024 Added 71.17%
$0
$45 Million 0.09% of portfolio
364,244
Q3 2024 Reduced 1.1%
$68.6B
$44.4 Million 0.09% of portfolio
538,520
Q3 2024 Added 0.01%
$56.3B
$44.1 Million 0.09% of portfolio
79,207
Q3 2024 Added 4.48%
$45.9B
$46.8 Million 0.09% of portfolio
718,295
Q3 2024 Reduced 2.22%
$0
$46.4 Million 0.09% of portfolio
1,649,828
Q3 2024 Reduced 2.96%
$11.1B
$44.6 Million 0.09% of portfolio
359,248
Q3 2024 Reduced 48.48%
$0
$43.6 Million 0.09% of portfolio
430,243
Q3 2024 Reduced 20.88%
$23.5B
$46.9 Million 0.09% of portfolio
77,547
Q3 2024 Reduced 8.6%
$36.7B
$44.2 Million 0.09% of portfolio
180,891
Q3 2024 Reduced 11.66%
$72.4B
$37.7 Million 0.08% of portfolio
35,848
Q3 2024 Added 3.33%
$236B
$40.1 Million 0.08% of portfolio
377,708
Q3 2024 Added 7.21%
$7.05B
$39.1 Million 0.08% of portfolio
363,057
Q3 2024 Added 624.0%
$73B
$37.7 Million 0.08% of portfolio
126,636
Q3 2024 Reduced 16.69%
$240B
$40.3 Million 0.08% of portfolio
148,692
Q3 2024 Reduced 14.0%
$31.1B
$41.2 Million 0.08% of portfolio
129,478
Q3 2024 Reduced 37.11%
$11.6B
$40.4 Million 0.08% of portfolio
371,700
Q3 2024 Added 279.49%
$0
$38 Million 0.08% of portfolio
1,261,521
Q3 2024 Added 4.48%
$16B
$40.2 Million 0.08% of portfolio
751,821
Q3 2024 Reduced 8.07%
$0
$40.2 Million 0.08% of portfolio
1,104,588
Q3 2024 Added 37.27%
$16.5B
$42.1 Million 0.08% of portfolio
301,140
Q3 2024 Added 0.14%
$0
$38.7 Million 0.08% of portfolio
215,960
Q3 2024 Reduced 42.27%
$0
$40 Million 0.08% of portfolio
848,025
Q3 2024 Added 75.0%
$10.4B
$37.8 Million 0.08% of portfolio
194,656
Q3 2024 Reduced 35.12%
$0
$39.2 Million 0.08% of portfolio
385,801
Q3 2024 Added 12.61%
$6.39B
$33 Million 0.07% of portfolio
227,766
Q3 2024 Added 7.67%
$86.2B
$32.7 Million 0.07% of portfolio
140,451
Q3 2024 Added 11.03%
$22.1B
$37 Million 0.07% of portfolio
253,044
Q3 2024 Added 9.93%
$5.04B
$36.7 Million 0.07% of portfolio
156,046
Q3 2024 Reduced 12.72%
$161B
$33.7 Million 0.07% of portfolio
166,783
Q3 2024 Reduced 2.53%
$105B
$33.1 Million 0.07% of portfolio
218,025
Q3 2024 Reduced 13.14%
$0
$32.7 Million 0.07% of portfolio
954,931
Q3 2024 Added 4.2%
$0
$35.2 Million 0.07% of portfolio
1,521,101
Q3 2024 Added 6.22%
$58.6B
$33.1 Million 0.07% of portfolio
410,677
Q3 2024 Reduced 4.88%
$2.38B
$37.5 Million 0.07% of portfolio
1,170,855
Q3 2024 Reduced 4.24%
$0
$34.7 Million 0.07% of portfolio
322,423
Q3 2024 Added 0.04%
$0
$33.5 Million 0.07% of portfolio
308,653
Q3 2024 Added 5.9%
$0
$34.7 Million 0.07% of portfolio
567,889
Q3 2024 Reduced 3.29%
$78.7B
$34.4 Million 0.07% of portfolio
466,988
Q3 2024 Added 4.45%
$435B
$36.7 Million 0.07% of portfolio
51,792
Q3 2024 Added 4.42%
$92.7B
$34 Million 0.07% of portfolio
384,348
Q3 2024 Reduced 8.67%
$59B
$33.2 Million 0.07% of portfolio
133,810
Q3 2024 Added 0.79%
$0
$35.1 Million 0.07% of portfolio
329,230
Q3 2024 Reduced 4.34%

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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