Baird Financial Group, Inc.

CIK 0001648711 · MILWAUKEE, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Baird Financial Group, Inc. reported 1,924 positions worth $72.73B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$72.73B
2026 Q2
Positions
1,924
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.4%
Est. Net Flow (Q)
2026 Q2
10 / 1924 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$2.94B4.04%10,163,392
2JPMJPMORGAN CHASE COSH$2.23B3.06%6,806,039
3GOOGALPHABET INCSH$2.22B3.05%6,271,798
4MSFTMICROSOFT CORPSH$2.18B2.99%5,836,049
5GEVGE VERNOVA INCSH$1.65B2.27%1,403,302
6VEAVANGUARD TAXMANAGED FDSSH$1.60B2.20%22,461,369
7IWDISHARES TRSH$1.50B2.06%6,192,377
8IWFISHARES TRSH$1.44B1.98%11,588,776
9BRK-BBERKSHIRE HATHAWAY INC DELSH$1.38B1.89%2,750,549
10AMZNAMAZON COM INCSH$1.36B1.87%5,708,507

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Baird Financial Group, Inc. hold as of Q2 2026?

Baird Financial Group, Inc. reported 1924 positions worth $72.73B in its Q2 2026 13F filing. Largest positions: AAPL (4.0%), JPM (3.1%), GOOG (3.0%), MSFT (3.0%) and GEV (2.3%).

What did Baird Financial Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Baird Financial Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.