What is Baird Financial Group, Inc.'s portfolio value?

As of Q4 2025, Baird Financial Group, Inc. manages $54.1M across 1786 reported positions in their SEC 13F filing.

What are Baird Financial Group, Inc.'s top holdings?

Baird Financial Group, Inc.'s largest 13F positions include MSFT, AAPL, JPM, representing approximately 13.9% of the reported portfolio.

How many stocks does Baird Financial Group, Inc. hold?

Baird Financial Group, Inc. holds 1786 reported positions as of their Q4 2025 13F filing.

When did Baird Financial Group, Inc. last file a 13F?

The most recent 13F filing from Baird Financial Group, Inc. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Baird Financial Group, Inc.

CIK: 0001648711SEC EDGAR →

Portfolio Value

$54.1M

Holdings

1,786

As of

Q4 2025

New Positions

1,778

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MSFT MICROSOFT CORP COM	5,653,730	$2.7M	5.05%
2	AAPL APPLE INC COM	9,875,218	$2.7M	4.96%
3	JPM JPMORGAN CHASE CO. COM	6,576,161	$2.1M	3.92%
4	GOOG ALPHABET INC CAP STK CL C	6,691,286	$2.1M	3.88%
5	IWF ISHARES TR RUS 1000 GRW ETF	2,717,137	$1.3M	2.38%
6	VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT	20,114,092	$1.3M	2.32%
7	IWD ISHARES TR RUS 1000 VAL ETF	5,848,639	$1.2M	2.27%
8	GE GE AEROSPACE COM NEW	3,564,193	$1.1M	2.03%
9	AMZN AMAZON COM INC COM	4,290,765	$988K	1.83%
10	HD HOME DEPOT INC COM	2,808,649	$965K	1.78%

Quarterly Changes

Top Buys

MSFT↑ Increased

$2.7M

AAPL↑ Increased

$1.5M

GOOG↑ Increased

$1.5M

JPM↑ Increased

$1.5M

IWF↑ Increased

$1.3M

Top Sells

ISRLFCLOSED

$91K

RGLD↓ Decreased

$47K

DKNGCLOSED

$41K

VICI↓ Decreased

$29K

TYL↓ Decreased

$25K

New Positions (84)

SMTI

$17K · 760K shares

BSCX

$10K · 466K shares

$9K · 125K shares

$9K · 190K shares

$9K · 40K shares

$8K · 95K shares

$7K · 365K shares

$6K · 3.1M shares

$6K · 230K shares

$5K · 123K shares

$4K · 29K shares

$4K · 370K shares

$4K · 70K shares

$3K · 197K shares

$3K · 132K shares

$3K · 331K shares

$3K · 69K shares

$2K · 289K shares

$2K · 31K shares

$2K · 103K shares

$2K · 37K shares

$2K · 245K shares

$2K · 27K shares

$1K · 39K shares

$1K · 13K shares

$1K · 58K shares

$1K · 132K shares

$1K · 61K shares

$1K · 107K shares

$1K · 3K shares

$1K · 148K shares

$0 · 2K shares

$0 · 11K shares

$0 · 5K shares

$0 · 6K shares

$0 · 4K shares

$0 · 3K shares

$0 · 16K shares

$0 · 4K shares

$0 · 9K shares

$0 · 5K shares

$0 · 5K shares

$0 · 12K shares

$0 · 4K shares

$0 · 11K shares

$0 · 7K shares

$0 · 79K shares

$0 · 9K shares

$0 · 2K shares

$0 · 3K shares

$0 · 5K shares

$0 · 4K shares

$0 · 2K shares

$0 · 9K shares

$0 · 13K shares

$0 · 11K shares

$0 · 6K shares

$0 · 48K shares

$0 · 3K shares

$0 · 27K shares

$0 · 10K shares

$0 · 45K shares

$0 · 8K shares

$0 · 2K shares

$0 · 6K shares

$0 · 8K shares

$0 · 83K shares

$0 · 4K shares

$0 · 13K shares

$0 · 46K shares

$0 · 5K shares

$0 · 3K shares

$0 · 2K shares

$0 · 2K shares

$0 · 9K shares

$0 · 79K shares

$0 · 200K shares

$0 · 11K shares

$0 · 2K shares

$0 · 2K shares

$0 · 11K shares

$0 · 8K shares

$0 · 8K shares

$0 · 26K shares

Closed Positions (127)

ISRLF

$91K · 500K shares

DKNG

$41K · 1.1M shares

$14K · 239K shares

$13K · 519K shares

$12K · 563K shares

$9K · 20K shares

$7K · 291K shares

$6K · 29K shares

$6K · 262K shares

$5K · 228K shares

$5K · 26K shares

$4K · 230K shares

$4K · 265K shares

$4K · 150K shares

$4K · 346K shares

$4K · 279K shares

$4K · 97K shares

$3K · 340K shares

$2K · 22K shares

$2K · 38K shares

$2K · 27K shares

$2K · 35K shares

$2K · 19K shares

$2K · 72K shares

$2K · 323K shares

$2K · 54K shares

$2K · 6K shares

$2K · 192K shares

$2K · 30K shares

$1K · 22K shares

$1K · 17K shares

$1K · 10K shares

$1K · 57K shares

$1K · 39K shares

$1K · 14K shares

$952 · 164K shares

$937 · 35K shares

$926 · 23K shares

$908 · 88K shares

$862 · 172K shares

$849 · 9K shares

$829 · 7K shares

$827 · 45K shares

$750 · 15K shares

$637 · 23K shares

$631 · 11K shares

$613 · 26K shares

$541 · 4K shares

$533 · 7K shares

$527 · 9K shares

$525 · 55K shares

$518 · 21K shares

$512 · 8K shares

$451 · 6K shares

$394 · 12K shares

$382 · 4K shares

$369 · 1K shares

$341 · 7K shares

$335 · 17K shares

$327 · 4K shares

$321 · 2K shares

$313 · 1K shares

$313 · 19K shares

$308 · 11K shares

$282 · 6K shares

$277 · 11K shares

$244 · 10K shares

$244 · 3K shares

$219 · 5K shares

$217 · 2K shares

$215 · 10K shares

$213 · 9K shares

$212 · 5K shares

$207 · 2K shares

$204 · 5K shares

$203 · 1K shares

$202 · 3K shares

$201 · 6K shares

$198 · 4K shares

$196 · 31K shares

$194 · 3K shares

$188 · 2K shares

$178 · 4K shares

$178 · 7K shares

$152 · 10K shares

$147 · 2K shares

$124 · 4K shares

$119 · 208K shares

$115 · 15K shares

$109 · 3K shares

$108 · 14K shares

$101 · 1K shares

$89 · 503 shares

$78 · 961 shares

$75 · 5K shares

$74 · 3K shares

$61 · 18K shares

$61 · 12K shares

$56 · 890 shares

$54 · 957 shares

$53 · 20K shares

$52 · 169 shares

$34 · 675 shares

$31 · 11K shares

$28 · 11K shares

$27 · 1K shares

$25 · 1K shares

$25 · 930 shares

$24 · 986 shares

$23 · 287 shares

$19 · 323 shares

$13 · 70 shares

$13 · 760 shares

$10 · 240 shares

$9 · 177 shares

$6 · 1K shares

$5 · 19 shares

$4 · 2K shares

$4 · 100 shares

$3 · 50 shares

$2 · 100 shares

$1 · 100 shares

$0 · 1 shares

$0 · 1 shares

$0 · 4 shares

$0 · 6 shares

$0 · 2 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	783	$22.1M	40.9%
Technology	218	$10.6M	19.5%
Industrials	170	$4.9M	9.0%
Consumer Cyclical	115	$4.6M	8.5%
Communication Services	35	$3.9M	7.3%
Healthcare	109	$3.5M	6.4%
Unknown	108	$1.5M	2.7%
Consumer Defensive	49	$977K	1.8%
Energy	54	$810K	1.5%
Basic Materials	53	$627K	1.2%
Utilities	50	$501K	0.9%
Real Estate	42	$186K	0.3%