Baird Financial Group, Inc. Portfolio Stock Holdings
Baird Financial Group, Inc. disclosed 1826 stock positions valued at approximately $64.0 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and JPMORGAN CHASE CO. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1826
- Portfolio Value
- $64.0B
Holdings by Sector
Baird Financial Group, Inc. Portfolio Holdings in Q1 2026
1764 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.97% | 10,001,362 | +126,144 | +1.28% | $2,538,245,808 |
| MICROSOFT CORP | MSFT | Technology | 3.34% | 5,782,718 | +128,988 | +2.28% | $2,140,588,829 |
| JPMORGAN CHASE CO | JPM | Financial Services | 3.07% | 6,687,348 | +111,187 | +1.69% | $1,967,150,200 |
| ALPHABET INC | GOOG | Communication Services | 3.03% | 6,757,501 | +66,215 | +0.99% | $1,938,456,743 |
| VANGUARD TAX MANAGED FDS | VEA | Other | 2.15% | 21,484,114 | +1,370,022 | +6.81% | $1,376,702,036 |
| ISHARES TR | IWD | Other | 2.01% | 6,026,778 | +178,139 | +3.05% | $1,287,741,656 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.00% | 2,666,968 | +67,246 | +2.59% | $1,278,011,168 |
| GE VERNOVA INC | GEV | Utilities | 1.87% | 1,373,039 | -216,892 | -13.64% | $1,198,525,343 |
| ISHARES TR | IWF | Other | 1.87% | 2,806,999 | +89,862 | +3.31% | $1,196,904,373 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.78% | 5,461,894 | +1,171,129 | +27.29% | $1,137,548,638 |
| JOHNSON JOHNSON | JNJ | Healthcare | 1.73% | 4,524,578 | +154,398 | +3.53% | $1,105,987,847 |
| GE AEROSPACE | GE | Industrials | 1.54% | 3,480,286 | -83,907 | -2.35% | $987,600,888 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.50% | 2,915,642 | +106,993 | +3.81% | $958,925,475 |
| META PLATFORMS INC | META | Communication Services | 1.49% | 1,668,044 | +70,211 | +4.39% | $954,338,002 |
| ISHARES TR | IWR | Other | 1.36% | 8,969,908 | +288,439 | +3.32% | $872,144,161 |
| NVIDIA CORPORATION | NVDA | Technology | 1.33% | 4,892,044 | +84,525 | +1.76% | $853,172,473 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.28% | 4,139,552 | +262,122 | +6.76% | $820,624,734 |
| ISHARES TR | IJR | Other | 1.26% | 6,464,078 | +330,153 | +5.38% | $803,549,546 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.24% | 8,445,361 | +469,686 | +5.89% | $793,695,002 |
| PARKER HANNIFIN CORP | PH | Industrials | 1.22% | 875,351 | -88,990 | -9.23% | $783,649,229 |
| FASTENAL CO | FAST | Industrials | 1.11% | 15,377,769 | +537,698 | +3.62% | $713,528,508 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.09% | 4,358,195 | +216,366 | +5.22% | $696,003,852 |
| TE CONNECTIVITY PLC | TEL | Other | 1.02% | 3,128,894 | +153,928 | +5.17% | $654,001,529 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.99% | 6,841,844 | +255,506 | +3.88% | $631,570,611 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.96% | 615,148 | +17,038 | +2.85% | $612,952,572 |
| BROADCOM INC | AVGO | Technology | 0.93% | 1,926,756 | +36,428 | +1.93% | $596,350,404 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.93% | 10,154,088 | +1,195,456 | +13.34% | $594,420,312 |
| VANGUARD INDEX FDS | VOO | Other | 0.89% | 958,001 | +80,271 | +9.15% | $572,453,498 |
| ISHARES TR | IVV | Other | 0.88% | 863,829 | -79,895 | -8.47% | $564,262,302 |
| ISHARES TR | IEFA | Other | 0.87% | 6,173,951 | +305,071 | +5.20% | $558,927,784 |
| ALPHABET INC | GOOGL | Communication Services | 0.87% | 1,939,965 | -3,689 | -0.19% | $557,856,335 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.86% | 6,668,337 | +710,299 | +11.92% | $551,804,887 |
| UNION PAC CORP | UNP | Industrials | 0.79% | 2,076,555 | +82,814 | +4.15% | $503,813,912 |
| DISNEY WALT CO | DIS | Communication Services | 0.75% | 4,976,161 | +222,608 | +4.68% | $479,602,445 |
| WELLS FARGO CO | WFC | Financial Services | 0.74% | 5,982,815 | +425,913 | +7.66% | $476,291,862 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.67% | 5,596,477 | +821,713 | +17.21% | $431,936,095 |
| ABBVIE INC | ABBV | Healthcare | 0.66% | 1,950,203 | -23,182 | -1.17% | $424,149,650 |
| STATE STR SPDR SP 500 ETF T | SPY | Other | 0.63% | 622,227 | -24,931 | -3.85% | $404,659,514 |
| DANAHER CORP DEL | DHR | Healthcare | 0.63% | 2,125,922 | +93,092 | +4.58% | $403,074,884 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.62% | 5,535,270 | +4,732,231 | +589.29% | $398,152,007 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.59% | 7,028,898 | +673,287 | +10.59% | $379,911,960 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.55% | 4,710,039 | +355,706 | +8.17% | $354,713,085 |
| CHEVRON CORPORATION | CVX | Energy | 0.54% | 1,679,158 | +106,281 | +6.76% | $347,417,977 |
| VISA INC | V | Financial Services | 0.52% | 1,107,291 | +1,610 | +0.15% | $334,667,823 |
| BANK AMERICA CORP | BAC | Financial Services | 0.52% | 6,833,405 | +161,104 | +2.41% | $333,128,545 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.49% | 933,556 | +105,641 | +12.76% | $315,495,455 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 0.49% | 2,181,842 | +96,084 | +4.61% | $312,505,301 |
| VANGUARD INDEX FDS | VTV | Other | 0.46% | 1,511,322 | +25,062 | +1.69% | $296,521,377 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 903,864 | +27,606 | +3.15% | $289,968,624 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.45% | 3,810,156 | +371,542 | +10.80% | $286,142,716 |
| WALMART INC | WMT | Consumer Defensive | 0.44% | 2,291,058 | -146,482 | -6.01% | $284,732,688 |
| VANGUARD INDEX FDS | VUG | Other | 0.44% | 641,405 | +16,295 | +2.61% | $280,159,480 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.41% | 530,614 | -5,029 | -0.94% | $265,126,927 |
| ELI LILLY CO | LLY | Healthcare | 0.41% | 283,474 | +7,380 | +2.67% | $260,731,267 |
| ISHARES TR | IEF | Other | 0.41% | 2,724,472 | +29,587 | +1.10% | $260,023,608 |
| ISHARES TR | IJH | Other | 0.37% | 3,539,416 | +73,506 | +2.12% | $239,016,762 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 1,356,023 | -23,117 | -1.68% | $230,063,025 |
| PROCTER GAMBLE CO | PG | Consumer Defensive | 0.35% | 1,546,922 | -13,206 | -0.85% | $223,437,474 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 384,148 | -13,422 | -3.38% | $221,722,543 |
| CATERPILLAR INC | CAT | Industrials | 0.34% | 306,859 | -14,643 | -4.55% | $217,397,707 |
| VANGUARD INDEX FDS | VB | Other | 0.33% | 810,773 | +32,180 | +4.13% | $212,357,769 |
| CISCO SYS INC | CSCO | Technology | 0.33% | 2,688,589 | -114,767 | -4.09% | $208,607,618 |
| ISHARES TR | EFV | Other | 0.32% | 2,716,112 | +41,039 | +1.53% | $201,942,928 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.29% | 598,104 | +21,231 | +3.68% | $185,884,741 |
| SPDR SERIES TRUST | SPSB | Other | 0.28% | 5,995,308 | +819,038 | +15.82% | $180,278,898 |
| VANGUARD INDEX FDS | VO | Other | 0.28% | 626,685 | +73,880 | +13.36% | $179,971,518 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.28% | 1,733,915 | -262,068 | -13.13% | $178,021,055 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.27% | 4,414,037 | -226,966 | -4.89% | $171,529,478 |
| ISHARES INC | IEMG | Other | 0.27% | 2,432,761 | +19,388 | +0.80% | $169,685,080 |
| EATON CORP PLC | ETN | Other | 0.26% | 467,195 | +92,975 | +24.85% | $167,101,635 |
| ASML HLDG NV | ASML | Other | 0.25% | 122,814 | -18,344 | -13.00% | $162,217,077 |
| PEPSICO INC | PEP | Consumer Defensive | 0.25% | 1,023,213 | +80,982 | +8.59% | $158,894,839 |
| BLACKROCK INC | BLK | Other | 0.25% | 163,584 | -13,969 | -7.87% | $157,321,140 |
| AMPHENOL CORP | APH | Technology | 0.23% | 1,187,029 | +22,903 | +1.97% | $149,981,114 |
| ISHARES TR | EFA | Other | 0.23% | 1,511,924 | +104,653 | +7.44% | $146,853,178 |
| ISHARES TR | IWM | Other | 0.22% | 580,208 | -7,036 | -1.20% | $143,891,584 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.22% | 955,524 | +26,651 | +2.87% | $141,513,105 |
| ANALOG DEVICES INC | ADI | Technology | 0.22% | 443,864 | -23,045 | -4.94% | $141,210,984 |
| MERCK CO INC | MRK | Healthcare | 0.22% | 1,163,093 | -132,928 | -10.26% | $139,908,461 |
| RTX CORPORATION | RTX | Industrials | 0.22% | 719,785 | -13,272 | -1.81% | $138,846,527 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.21% | 623,599 | -17,263 | -2.69% | $134,111,201 |
| CARMAX INC | KMX | Consumer Cyclical | 0.20% | 3,068,452 | +407,153 | +15.30% | $127,586,223 |
| STRYKER CORPORATION | SYK | Healthcare | 0.20% | 381,606 | -5,197 | -1.34% | $125,392,034 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.19% | 2,481,311 | +31,576 | +1.29% | $124,561,820 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.19% | 762,965 | +125,642 | +19.71% | $123,936,035 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 0.19% | 2,995,014 | +678,003 | +29.26% | $119,291,408 |
| ISHARES GOLD TR | IAU | Other | 0.19% | 1,348,186 | -27,070 | -1.97% | $118,856,078 |
| TESLA INC | TSLA | Consumer Cyclical | 0.18% | 316,798 | -19,688 | -5.85% | $117,769,657 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 334,329 | +46,347 | +16.09% | $117,633,806 |
| LAM RESEARCH CORP | LRCX | Other | 0.18% | 544,962 | -72,846 | -11.79% | $116,436,581 |
| COCA COLA CO | KO | Consumer Defensive | 0.17% | 1,408,533 | +65,852 | +4.90% | $107,118,935 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.17% | 1,188,947 | -55,768 | -4.48% | $106,517,799 |
| PACCAR INC | PCAR | Industrials | 0.16% | 912,155 | -40,887 | -4.29% | $105,353,903 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.16% | 1,330,716 | +307,596 | +30.06% | $104,674,121 |
| LINDE PLC | LIN | Other | 0.16% | 210,217 | +28,270 | +15.54% | $104,217,180 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 0.16% | 349,651 | +45,312 | +14.89% | $103,836,007 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.16% | 207,003 | -20,537 | -9.03% | $101,748,184 |
| SPDR GOLD TR | GLD | Other | 0.16% | 236,225 | -19,620 | -7.67% | $101,645,255 |
| ISHARES TR | IVW | Other | 0.16% | 883,779 | +1,493 | +0.17% | $99,964,242 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.15% | 2,758,226 | -38,590 | -1.38% | $98,165,263 |