Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Baird Financial Group, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Baird Financial Group, Inc. (CIK 1648711) reported $72.73B across 1,924 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($2.94B, 4.04%), JPM ($2.23B, 3.06%), GOOG ($2.22B, 3.05%), MSFT ($2.18B, 2.99%), GEV ($1.65B, 2.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$2.94B4.04%10.2MAdded
2JPMJPMORGAN CHASE CO$2.23B3.06%6.8MAdded
3GOOGALPHABET INC$2.22B3.05%6.3MTrimmed
4MSFTMICROSOFT CORP$2.18B2.99%5.8MAdded
5GEVGE VERNOVA INC$1.65B2.27%1.4MAdded
6VEAVANGUARD TAXMANAGED FDS$1.60B2.20%22.5MAdded
7IWDISHARES TR$1.50B2.06%6.2MAdded
8IWFISHARES TR$1.44B1.98%11.6MAdded
9BRKBBERKSHIRE HATHAWAY INC DEL$1.38B1.89%2.8MAdded
10AMZNAMAZON COM INC$1.36B1.87%5.7MAdded
11GEGE AEROSPACE$1.35B1.85%3.6MAdded
12JNJJOHNSON JOHNSON$1.22B1.68%4.8MAdded
13IWRISHARES TR$1.18B1.62%10.7MAdded
14HDHOME DEPOT INC$1.04B1.43%3.0MAdded
15NVDANVIDIA CORPORATION$1.01B1.38%5.0MAdded
16IJRISHARES TR$979.4M1.35%6.6MAdded
17PGRPROGRESSIVE CORP$963.4M1.32%4.4MAdded
18METAMETA PLATFORMS INC$958.3M1.32%1.7MAdded
19PHPARKERHANNIFIN CORP$873.8M1.20%893,395Added
20SCHWSCHWAB CHARLES CORP$804.8M1.11%8.7MAdded
21AVGOBROADCOM INC$760.8M1.05%2.0MAdded
22FASTFASTENAL CO$747.4M1.03%15.6MAdded
23GOOGLALPHABET INC$692.2M0.95%1.9MTrimmed
24TJXTJX COS INC NEW$678.7M0.93%4.5MAdded
25VOOVANGUARD INDEX FDS$666.2M0.92%970,022Added

Source: SEC Form 13F filings · as of 2026-06-30