13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001648711
Total reported value
$72.7B
$72.7B
1765 檔
12.2%
According to the latest 13F quarterly dataset, Baird Financial Group, Inc. managed an equity portfolio of $72.7B at the end of Q2 2025, spanning 1765 distinct U.S. exchange-listed positions.
In Q2 2025, Baird Financial Group, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1765 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.79% | -0.35% | +0.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.07% | +0.19% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | -0.01% | +2.48% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.11% | -0.36% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | +0.02% | +2.55% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.03% | +0.11% | +15.78% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.17% | +9.04% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.80% | +0.05% | +12.68% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.73% | -0.07% | +3.20% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.72% | +0.05% | -1.21% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 1.66% | +0.04% | +4.64% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.09% | +55.89% | |
| 13 | GE | General Electric | Stock-Industrials | 1.44% | +0.31% | +5.99% | |
| 14 | GEV | GE Vernova Inc | Stock-Industrials | 1.44% | +0.40% | -7.63% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.05% | +4.24% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.32% | +0.26% | -0.04% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.17% | -0.13% | +5.66% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.05% | +1.64% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.02% | +5.14% | |
| 20 | FAST | Fastenal Co | Stock-Industrials | 1.06% | -0.08% | +70.90% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | +0.09% | -3.29% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.16% | -0.60% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.12% | +0.77% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.97% | -0.07% | +4.83% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.94% | -0.10% | +1191.46% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | -0.47% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.16% | +3.95% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | -3.62% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.82% | -0.12% | +5.01% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.01% | -6.04% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | +0.01% | -3.70% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.02% | +0.46% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.01% | +0.78% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.05% | -1.79% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.64% | -0.08% | +28.15% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.08% | -5.86% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.59% | -0.04% | +18.52% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.56% | -0.02% | +18.17% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | -0.04% | +4.29% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.04% | +1.65% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.03% | -1.10% | |
| 42 | OMC | Omnicom Group | Stock-Comm Services | 0.52% | -0.06% | +6.07% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.48% | -0.02% | +5.53% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.10% | +0.64% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.04% | -3.50% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | +0.03% | +9.30% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.44% | -0.06% | +4.12% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | +0.82% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.04% | +3.69% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.15% | -5.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +0.24% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | +55.89% | Add |
| 3 | GEV | GE Vernova Inc | +0.5% | -7.63% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +9.04% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +0.4% | +15.78% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +4.24% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +0.77% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +2.48% | Add |
| 9 | GE | General Electric | +0.3% | +5.99% | Add |
| 10 | DIS | Walt Disney Co/the | +0.2% | +4.83% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.1% | +5.66% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.55% | Add |
| 13 | TEL | TE Connectivity plc | +0.1% | +5.01% | Add |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +12.68% | Add |
| 15 | PH | Parker Hannifin CORP | +0.1% | +5.14% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.21% | Add |
| 17 | HLT | Hilton Worldwide Holdings In | +0.1% | +12935.67% | Add |
| 18 | DHR | Danaher CORP | +0.1% | +28.15% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +2.38% | Add |
| 20 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +43.12% | Add |
| 21 | CAVA | Cava Group Inc | +0.1% | +1209.85% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +6.50% | Add |
| 23 | ELF | Elf Beauty Inc | +0.1% | NEW | New buy |
| 24 | LYV | Live Nation Entertainment In | +0.1% | +127.80% | Add |
| 25 | CP | Canadian Pacific Kansas City | +0.1% | +86.81% | Add |
| 26 | UBER | Uber Technologies Inc | +0.1% | +118.83% | Add |
| 27 | ETN | Eaton Corporation plc | +0.1% | +8.78% | Add |
| 28 | ASML | ASML Holding N.V. | +0.1% | +16.77% | Add |
| 29 | VGSH | Vanguard Short-term Treasury | 0% | +18.52% | Add |
| 30 | VCIT | Vanguard Int-term Corporate | 0% | +18.17% | Add |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 0% | +42.59% | Add |
| 32 | BEPC | Brookfield Renewable CORP | 0% | +30.34% | Add |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | +23.54% | Add |
| 34 | INTU | Intuit Inc | 0% | +14.81% | Add |
| 35 | LRCX | Lam Research CORP | 0% | +28.58% | Add |
| 36 | SE | Sea Ltd-adr | 0% | +14.42% | Add |
| 37 | USHY | Ishares Broad Usd High Yield | 0% | +206.71% | Add |
| 38 | WFC | Wells Fargo & Co | 0% | +4.29% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | +9.30% | Add |
| 40 | VUG | Vanguard Growth ETF | 0% | +1.90% | Add |
| 41 | VEU | Vanguard Ftse All-world Ex-u | 0% | +8.16% | Add |
| 42 | HDB | Hdfc Bank Ltd-adr | 0% | +17.86% | Add |
| 43 | NFLX | Netflix Inc | 0% | +2.05% | Add |
| 44 | CGGR | Cap Group Growth Equity | 0% | +21.74% | Add |
| 45 | ISRG | Intuitive Surgical Inc | 0% | +35.59% | Add |
| 46 | VRT | Vertiv Holdings Co-a | 0% | +7.73% | Add |
| 47 | SPOT | Spotify Technology S.A. | 0% | +59.95% | Add |
| 48 | MSI | Motorola Solutions Inc | 0% | +81.27% | Add |
| 49 | PVAL | Putnam Focused Lrg Cap Value | 0% | NEW | New buy |
| 50 | LULU | Lululemon Athletica Inc | 0% | +121.14% | Add |
According to official SEC Form 13F filings, Baird Financial Group, Inc. reported a total U.S. public equity portfolio value of $72.7B across 1765 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 12.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
ELF
市值: $36.2M
Top Position Liquidated / Trimmed
FHN
前期市值: $7.5M
During Q2 2025, Baird Financial Group, Inc.'s top holdings by market value included MSFT (4.8%)、AAPL (3.5%)、JPM (3.2%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q2 2025, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 7 new buys, adding to 110 positions, trimming 82 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.