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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1794 檔
14.2%
During the Q3 2025 filing period, Baird Financial Group, Inc. (CIK: 0001648711) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $72.7B across 1794 reported positions.
In Q3 2025, Baird Financial Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1794 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -0.35% | +1.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.99% | +0.07% | +1.27% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | -0.01% | +2.80% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.62% | +0.02% | +1.90% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.08% | +0.11% | +1.15% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.03% | -0.11% | +2.88% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.17% | +2.99% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.84% | +0.05% | +6.51% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.80% | -0.07% | +3.19% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | +0.05% | +7.58% | |
| 11 | GE | General Electric | Stock-Industrials | 1.65% | +0.31% | +6.53% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.63% | +0.40% | +6.12% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.49% | +0.04% | +5.42% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.09% | +2.80% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.05% | -1.12% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.31% | +0.26% | +2.96% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.05% | +2.77% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.18% | -0.13% | +5.34% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 1.15% | -0.08% | +1.33% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.14% | -0.02% | +4.68% | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -0.10% | +8.01% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | +0.09% | +5.32% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.12% | -4.45% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 1.01% | -0.12% | +4.15% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.94% | -0.16% | +3.45% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.16% | -1.47% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +1.19% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.07% | +3.98% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | -0.76% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.01% | +4.19% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.08% | +0.98% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.05% | +0.41% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | +0.01% | +1.37% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | -0.33% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.63% | -0.04% | +16.46% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.08% | +6.10% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.02% | -0.48% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | -0.02% | +15.93% | |
| 39 | OMC | Omnicom Group | Stock-Comm Services | 0.57% | -0.06% | +5.61% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.03% | +5.23% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | -0.04% | +3.92% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | -0.02% | +14.47% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.04% | +0.03% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.03% | +12.25% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.04% | +25.52% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.01% | +1.91% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.10% | +0.81% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.04% | +2.68% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.06% | +1.30% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.15% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +1.90% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +1.51% | Add |
| 3 | GEV | GE Vernova Inc | +0.6% | +6.12% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | +2.80% | Add |
| 5 | GE | General Electric | +0.5% | +6.53% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | -1.12% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.4% | +1.15% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +2.80% | Add |
| 9 | AVGO | Broadcom Inc | +0.4% | -4.45% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +2.99% | Add |
| 11 | TEL | TE Connectivity plc | +0.3% | +4.15% | Add |
| 12 | PH | Parker Hannifin CORP | +0.2% | +4.68% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.98% | Trim |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +6.51% | Add |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | +5.34% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.22% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +25.52% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +8.26% | Add |
| 19 | UBER | Uber Technologies Inc | +0.1% | +67.95% | Add |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | +15.93% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.25% | Add |
| 22 | RGLD | Royal Gold Inc | +0.1% | +278.98% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.58% | Add |
| 24 | VGSH | Vanguard Short-term Treasury | +0.1% | +16.46% | Add |
| 25 | ASML | ASML Holding N.V. | +0.1% | +0.47% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | -7.92% | Trim |
| 27 | LRCX | Lam Research CORP | +0.1% | -3.28% | Add |
| 28 | HLT | Hilton Worldwide Holdings In | +0.1% | -2.01% | Add |
| 29 | TJX | Tjx Companies Inc | +0.1% | +3.45% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +10.88% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | -4.41% | Add |
| 32 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +0.30% | Add |
| 33 | TKO | Tko Group Holdings Inc | +0.1% | +7049.40% | Add |
| 34 | DHR | Danaher CORP | +0.1% | +6.10% | Add |
| 35 | TSLA | Tesla Inc | +0.1% | -5.97% | Trim |
| 36 | ETN | Eaton Corporation plc | +0.1% | +1.29% | Add |
| 37 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +2.97% | Add |
| 38 | ONC | Beone Medicines Ltd-adr | +0.1% | +0.14% | Add |
| 39 | CP | Canadian Pacific Kansas City | +0.1% | +10.54% | Add |
| 40 | DIS | Walt Disney Co/the | 0% | +3.98% | Add |
| 41 | BAC | Bank Of America CORP | 0% | +5.23% | Add |
| 42 | MPWR | Monolithic Power Systems Inc | 0% | +3.88% | Trim |
| 43 | SE | Sea Ltd-adr | 0% | +0.40% | Add |
| 44 | BEPC | Brookfield Renewable CORP | 0% | +0.19% | Add |
| 45 | CAVA | Cava Group Inc | 0% | +1.97% | Add |
| 46 | LYV | Live Nation Entertainment In | 0% | -20.38% | Add |
| 47 | MU | Micron Technology Inc | 0% | +3.34% | Add |
| 48 | DELL | Dell Technologies -c | 0% | +48.33% | Add |
| 49 | USHY | Ishares Broad Usd High Yield | 0% | +8.77% | Add |
| 50 | WFC | Wells Fargo & Co | 0% | +3.92% | 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 1794 disclosed positions in Q3 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 14.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
ELF
市值: $43.1M
Top Position Liquidated / Trimmed
HUBS
前期市值: $38.9M
During Q3 2025, Baird Financial Group, Inc.'s top holdings by market value included MSFT (4.6%)、AAPL (4.0%)、JPM (3.3%). The largest single position, MSFT, represented 4.6% of total portfolio value.
In Q3 2025, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 115 positions, trimming 76 holdings, and fully liquidating 3 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.
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