Institutional Manager · CIK 0001648711
Baird Financial Group, Inc.
MILWAUKEE, WI · File #028-16981
Latest AUM
$64.15B
Positions
3,138
Top-10 Concentration
36.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20253,138 pos · $64.15B
- 13F HOLDINGS REPORTQ/E Sep 20253,144 pos · $62.18B
- 13F HOLDINGS REPORTQ/E Jun 20253,057 pos · $57.03B
- 13F HOLDINGS REPORTQ/E Mar 20252,973 pos · $51.94B
- 13F HOLDINGS REPORTQ/E Dec 20243,237 pos · $52.29B
- 13F HOLDINGS REPORTQ/E Sep 20242,504 pos · $51.49B
- 13F HOLDINGS REPORTQ/E Jun 20242,930 pos · $48.21B
- 13F HOLDINGS REPORTQ/E Mar 20242,873 pos · $47.69B
- 13F COMBINATION REPORTQ/E Dec 20233,844 pos · $36.66B
- 13F COMBINATION REPORTQ/E Sep 20233,794 pos · $37.89B
- 13F COMBINATION REPORTQ/E Jun 20233,721 pos · $40.54B
- 13F COMBINATION REPORTQ/E Mar 20233,687 pos · $38.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | MSFT | 3,127,237 | $1.51B | 4.41% |
| 2 | JPMORGAN CHASE CO. COM | VYLD | 4,453,460 | $1.43B | 4.19% |
| 3 | APPLE INC COM | AAPL | 5,166,513 | $1.40B | 4.10% |
| 4 | ALPHABET INC CAP STK CL C | GOOG | 4,357,564 | $1.37B | 3.99% |
| 5 | ISHARES TR RUS 1000 GRW ETF | 464287614 | 2,707,205 | $1.28B | 3.74% |
| 6 | APPLE INC COM | AAPL | 4,671,426 | $1.27B | 3.70% |
| 7 | ISHARES TR RUS 1000 VAL ETF | 464287598 | 5,836,553 | $1.23B | 3.58% |
| 8 | MICROSOFT CORP COM | MSFT | 2,526,475 | $1.22B | 3.56% |
| 9 | GE AEROSPACE COM NEW | 369604301 | 3,027,478 | $932.6M | 2.72% |
| 10 | GE VERNOVA INC COM | GEV | 1,412,777 | $923.3M | 2.69% |
| 11 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 1,722,541 | $865.8M | 2.53% |
| 12 | NVIDIA CORPORATION COM | NVDA | 4,613,937 | $860.5M | 2.51% |
| 13 | PROGRESSIVE CORP COM | 743315103 | 3,695,332 | $841.5M | 2.45% |
| 14 | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | 921943858 | 13,042,788 | $814.8M | 2.38% |
| 15 | ISHARES TR RUS MID CAP ETF | 464287499 | 8,335,864 | $802.5M | 2.34% |
| 16 | PARKER-HANNIFIN CORP COM | PH | 875,454 | $769.5M | 2.24% |
| 17 | SCHWAB CHARLES CORP COM | SCHW-PJ | 7,550,806 | $754.4M | 2.20% |
| 18 | ALPHABET INC CAP STK CL C | GOOG | 2,333,722 | $732.3M | 2.14% |
| 19 | HOME DEPOT INC COM | HD | 2,025,087 | $696.8M | 2.03% |
| 20 | JPMORGAN CHASE CO. COM | VYLD | 2,092,883 | $674.4M | 1.97% |