Baird Financial Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Baird Financial Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2884 holdings worth $51.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 2,884
Total Value: 51930885485
Accession Number: 0001648711-25-000019
Form Type: 13F-HR
CIK: 0001648711
Manager Name: Baird Financial Group, Inc.

Data Enrichment

80% identified

2,297 identified587 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,884 positions • $51,930,885.485K total value

2,884 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

9602539(+134.4%)

Value:

$2.1T(+107.9%)

MICROSOFT CORP

MSFT|594918104

5475929(+151.5%)

Value:

$2.1T(+124.0%)

JPMORGAN CHASE & CO

JPM|46625H100

6106370(+61.3%)

Value:

$1.5T(+65.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

2444940(+61.3%)

Value:

$1.3T(+89.5%)

Alphabet Inc.

GOOG|02079K107

6407770(+71.8%)

Value:

$1.0T(+40.9%)

PROGRESSIVE CORP/OH/

PGR|743315103

3399068(-3.9%)

Value:

$962.0B(+13.5%)

HOME DEPOT, INC.

HD|437076102

2600482(+49.0%)

Value:

$953.1B(+40.4%)

921943858

VEA|921943858

17409909(+96.6%)

Value:

$884.9B(+109.0%)

464287598

IWD|464287598

4681498(+40351.9%)

Value:

$880.9B(+41013.9%)

464287614

IWF|464287614

2357714(+28811.3%)

Value:

$851.3B(+25895.4%)

Meta Platforms, Inc.

META|30303M102

1399970(+70.6%)

Value:

$806.9B(+67.9%)

464287499

IWR|464287499

8218663(+2092.8%)

Value:

$699.2B(+2010.3%)

JOHNSON & JOHNSON

JNJ|478160104

4094430(+65.7%)

Value:

$679.0B(+90.0%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

461124(+19.7%)

Value:

$660.6B(+44.6%)

FASTENAL CO

FAST|311900104

8418765(+58.4%)

Value:

$652.9B(+70.8%)

GENERAL ELECTRIC CO

GE|369604301

3019606(+17.3%)

Value:

$604.4B(+40.8%)

464287804

IJR|464287804

5665131(+249.1%)

Value:

$592.4B(+216.8%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

605146(+1233.2%)

Value:

$572.3B(+1276.1%)

SCHWAB CHARLES CORP

SCHW|808513105

6904327(+13.1%)

Value:

$540.5B(+19.6%)

Parker-Hannifin Corp

PH|701094104

846899(+5.6%)

Value:

$514.8B(+0.9%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	9.6M	QoQ +134.40% (+5.5M) YoY +2.60% (+243.8K)	All Managers (Combined)	$2.1B	QoQ +107.92% (+$1107.1M) YoY +32.91% (+$528.2M)
Microsoft Corp(MSFTcusip594918104)	5.5M	QoQ +151.50% (+3.3M) YoY +3.41% (-181.0K)	All Managers (Combined)	$2.1B	QoQ +123.99% (+$1137.9M) YoY -7.72% (-$172.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	6.1M	QoQ +61.26% (+2.3M) YoY +7.06% (+403.1K)	All Managers (Combined)	$1.5B	QoQ +65.02% (+$590.2M) YoY +31.12% (+$355.5M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	2.4M	QoQ +61.26% (+928.8K) YoY +8.59% (+193.5K)	All Managers (Combined)	$1.3B	QoQ +89.47% (+$614.9M) YoY +37.53% (+$355.4M)
Alphabet Inc.(GOOGcusip02079K107)	6.4M	QoQ +71.80% (+2.7M) YoY +10.24% (+595.6K)	All Managers (Combined)	$1.0B	QoQ +40.94% (+$290.8M) YoY +13.12% (+$116.1M)
Progressive Corp/Oh/(PGRcusip743315103)	3.4M	QoQ -3.93% (-139.3K) YoY -7.43% (-272.9K)	All Managers (Combined)	$962.0M	QoQ +13.46% (-$114.1M) YoY +26.66% (-$202.5M)
Home Depot, Inc.(HDcusip437076102)	2.6M	QoQ +48.97% (+854.9K) YoY +10.70% (+251.5K)	All Managers (Combined)	$953.1M	QoQ +40.35% (+$274.0M) YoY +5.76% (+$52.0M)
(VEAcusip921943858)	17.4M	QoQ +96.63% (+8.6M) YoY +3.54% (+595.4K)	All Managers (Combined)	$884.9M	QoQ +109.01% (+$461.6M) YoY +4.90% (+$41.4M)
(IWDcusip464287598)	4.7M	QoQ +40351.89% (+4.7M) YoY +26.69% (+986.4K)	All Managers (Combined)	$880.9M	QoQ +41013.95% (+$878.7M) YoY +33.09% (+$219.0M)
(IWFcusip464287614)	2.4M	QoQ +28811.26% (+2.3M) YoY +2.71% (+62.2K)	All Managers (Combined)	$851.3M	QoQ +25895.44% (+$848.1M) YoY +10.03% (+$77.7M)
Meta Platforms, Inc.(METAcusip30303M102)	1.4M	QoQ +70.61% (+579.4K) YoY +57.48% (+511.0K)	All Managers (Combined)	$806.9M	QoQ +67.94% (+$326.5M) YoY +86.92% (+$375.2M)
(IWRcusip464287499)	8.2M	QoQ +2092.85% (+7.8M) YoY +3.75% (+297.1K)	All Managers (Combined)	$699.2M	QoQ +2010.25% (+$666.0M) YoY +4.96% (+$33.0M)
Johnson & Johnson(JNJcusip478160104)	4.1M	QoQ +65.66% (+1.6M) YoY +2.18% (+87.6K)	All Managers (Combined)	$679.0M	QoQ +89.97% (+$321.6M) YoY +7.12% (+$45.2M)
O Reilly Automotive Inc(ORLYcusip67103H107)	461.1K	QoQ +19.72% (+76.0K) YoY +14.41% (+58.1K)	All Managers (Combined)	$660.6M	QoQ +44.63% (+$203.9M) YoY +45.20% (+$205.6M)
Fastenal Co(FASTcusip311900104)	8.4M	QoQ +58.36% (+3.1M) YoY +5.08% (+407.1K)	All Managers (Combined)	$652.9M	QoQ +70.79% (+$270.6M) YoY +5.64% (+$34.9M)
General Electric Co(GEcusip369604301)	3.0M	QoQ +17.34% (+446.3K) YoY +28.48% (+669.5K)	All Managers (Combined)	$604.4M	QoQ +40.81% (+$175.2M) YoY +46.51% (+$191.9M)
(IJRcusip464287804)	5.7M	QoQ +249.07% (+4.0M) YoY +52.15% (+1.9M)	All Managers (Combined)	$592.4M	QoQ +216.80% (+$405.4M) YoY +43.96% (+$180.9M)
Costco Wholesale Corp /New(COSTcusip22160K105)	605.1K	QoQ +1233.15% (+559.8K) YoY -2.54% (-15.8K)	All Managers (Combined)	$572.3M	QoQ +1276.08% (+$530.7M) YoY +25.80% (-$117.4M)
Schwab Charles Corp(SCHWcusip808513105)	6.9M	QoQ +13.13% (+801.4K) YoY +19.48% (+1.1M)	All Managers (Combined)	$540.5M	QoQ +19.65% (+$88.8M) YoY +29.29% (+$122.5M)
Parker-Hannifin Corp(PHcusip701094104)	846.9K	QoQ +5.56% (+44.7K) YoY +18.04% (+129.4K)	All Managers (Combined)	$514.8M	QoQ +0.89% (+$4.5M) YoY +29.09% (+$116.0M)