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Baird Financial Group, Inc.

Baird Financial Group, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1648711, reporting 1,924 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: WI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-12

Top 10 portfolio positions

The largest reported holdings in Baird Financial Group, Inc.'s most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. JPMORGAN CHASE CO (JPM)
  3. ALPHABET INC (GOOG)
  4. MICROSOFT CORP (MSFT)
  5. GE VERNOVA INC (GEV)
  6. VANGUARD TAXMANAGED FDS (VEA)
  7. ISHARES TR (IWD)
  8. ISHARES TR (IWF)
  9. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  10. AMAZON COM INC (AMZN)
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