13F INSTITUTION · CIK 0001648711 · 2026-Q2 · filed Aug 12, 2026

Baird Financial Group

BAIRD FINANCIAL GROUP, INC.
$72.7B
13F long value · 2026-Q2
Positions1924
CategoryAsset Manager
Quarters tracked9
▲ #141 of 581 by 13F value
Size rank 8/10
Snapshot
Baird Financial Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F value (AUM)
$72.7B
Positions
1924 (71 unmapped)
Top 100 weight
74.6%
Quarters tracked
9
Latest 13F filed
Aug 12, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
$48.2B
2024-Q2
$51.5B
2024-Q3
$52.3B
2024-Q4
$51.9B
2025-Q1
$57.0B
2025-Q2
$62.2B
2025-Q3
$64.2B
2025-Q4
$64.0B
2026-Q1
$72.7B
2026-Q2
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 74.6% of the portfolio.
TickerIssuerWeightValueSharesSince 2026-Q2
AAPL APPLE INC4.0%$2.9B10.2M+15.0%
JPM JPMORGAN CHASE CO3.1%$2.2B6.8M+2.0%
GOOG ALPHABET INC3.0%$2.2B6.3M-1.4%
MSFT MICROSOFT CORP3.0%$2.2B5.8M+39.4%
GEV GE VERNOVA INC2.3%$1.6B1.4M-4.6%
VEA VANGUARD TAXMANAGED FDS2.2%$1.6B22.5M—
IWD ISHARES TR2.1%$1.5B6.2M—
IWF ISHARES TR2.0%$1.4B11.6M—
BRK-B BERKSHIRE HATHAWAY INC DEL1.9%$1.4B2.8M-5.5%
AMZN AMAZON COM INC1.9%$1.4B5.7M+6.0%
GE GE AEROSPACE1.9%$1.3B3.6M-23.9%
JNJ JOHNSON JOHNSON1.7%$1.2B4.8M+1.2%
IWR ISHARES TR1.6%$1.2B10.7M—
HD HOME DEPOT INC1.4%$1.0B3.0M-19.2%
NVDA NVIDIA CORPORATION1.4%$1.0B5.0M+18.1%
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.
AAPL 4.0%
JPM 3.1%
GOOG 3.0%
MSFT 3.0%
GEV 2.3%
VEA 2.2%
IWD 2.1%
IWF 2.0%
BRK-B 1.9%
AMZN 1.9%