Institutional Fund
Baird Financial Group, Inc.
Milwaukee, WICIK 16487115 filings on record
Portfolio Value
$64.01B
Q1 2026
Holdings
1,826
Reported positions
New Buys
146
Opened this quarter
QoQ Change
-0.2%
from $64.15B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.0%
- Microsoft Corp3.3%
- Jpmorgan Chase & Co.3.1%
- Alphabet Inc3.0%
- Vanguard Tax-Managed Fds2.2%
- Ishares Tr2.0%
- Other82.4%
Portfolio Holdings
1,826 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 10.00M | $2.54B | 4.0% | +126.1K | Added |
| 2 | Microsoft Corp | 5.78M | $2.14B | 3.3% | +129.0K | Added |
| 3 | Jpmorgan Chase & Co. | 6.69M | $1.97B | 3.1% | +111.2K | Added |
| 4 | Alphabet Inc | 6.76M | $1.94B | 3.0% | +66.2K | Added |
| 5 | Vanguard Tax-Managed Fds | 21.48M | $1.38B | 2.2% | +1.37M | Added |
| 6 | Ishares Tr | 6.03M | $1.29B | 2.0% | +178.1K | Added |
| 7 | Berkshire Hathaway Inc Del | 2.67M | $1.28B | 2.0% | +67.2K | Added |
| 8 | Ge Vernova Inc | 1.37M | $1.20B | 1.9% | −216.9K | Reduced |
| 9 | Ishares Tr | 2.81M | $1.20B | 1.9% | +89.9K | Added |
| 10 | Amazon Com Inc | 5.46M | $1.14B | 1.8% | +1.17M | Added |
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