Baird Financial Group, Inc. 13F Holdings
Baird Financial Group, Inc.'s holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$72.7B
Largest holding
Apple Inc
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| UBER TECHNOLOGIES INC | +3.56M sh | $256.8M | 0.90% |
| ISHARES TR (RUS MID CAP ETF) | +1.69M sh | $175.4M | 1.62% |
| JOHNSON JOHNSON | +274,600 sh | $68.4M | 1.68% |
| VANGUARD TAXMANAGED FDS (VAN FTSE DEV MKT) | +977,300 sh | $66.1M | 2.20% |
| VANGUARD SCOTTSDALE FDS (SHORT TERM TREAS) | +981,700 sh | $57.3M | 0.89% |
| VANGUARD SCOTTSDALE FDS (INTTERM CORP) | +690,900 sh | $57.1M | 0.84% |
| PROGRESSIVE CORP | +270,700 sh | $56.4M | 1.32% |
| POWELL INDS INC | +134,800 sh | $55.8M | 0.08% |
| AMAZON COM INC | +246,600 sh | $55.1M | 1.87% |
| VANGUARD BD INDEX FDS (INTERMED TERM) | +580,400 sh | $44.7M | 0.65% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ALPHABET INC (CAP STK CL C) | -485,700 sh | -$155.5M | 3.05% |
| HONEYWELL INTL INC | Sold out | -$54.2M | 0.00% |
| MICRON TECHNOLOGY INC | -54,300 sh | -$40.5M | 0.35% |
| MURPHY USA INC | -78,300 sh | -$40.4M | 0.02% |
| QUALCOMM INC | -212,000 sh | -$33.2M | 0.11% |
| ABBOTT LABORATORIES | -283,500 sh | -$27.4M | 0.18% |
| ENOVA INTL INC | -139,700 sh | -$26.3M | 0.00% |
| ADVANCED MICRO DEVICES INC | -64,500 sh | -$25.3M | 0.19% |
| AMKOR TECHNOLOGY INC | -384,400 sh | -$25.2M | 0.00% |
| TKO GROUP HOLDINGS INC (CL A) | -123,500 sh | -$24.9M | 0.00% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| APPLE INC | $2.9B | 4.04% | +1.62% |
| JPMORGAN CHASE CO | $2.2B | 3.06% | +1.77% |
| ALPHABET INC (CAP STK CL C) | $2.2B | 3.05% | -7.19% |
| MICROSOFT CORP | $2.2B | 2.99% | +0.92% |
| GE VERNOVA INC | $1.6B | 2.27% | +2.20% |
| VANGUARD TAXMANAGED FDS (VAN FTSE DEV MKT) | $1.6B | 2.20% | +4.55% |
| ISHARES TR (RUS 1000 VAL ETF) | $1.5B | 2.06% | +2.75% |
| ISHARES TR (RUS 1000 GRW ETF) | $1.4B | 1.98% | +3.18% |
| BERKSHIRE HATHAWAY INC DEL (CL B NEW) | $1.4B | 1.89% | +3.13% |
| AMAZON COM INC | $1.4B | 1.87% | +4.52% |
| GE AEROSPACE (COM NEW) | $1.3B | 1.85% | +3.61% |
| JOHNSON JOHNSON | $1.2B | 1.68% | +6.07% |
| ISHARES TR (RUS MID CAP ETF) | $1.2B | 1.62% | +18.85% |
| HOME DEPOT INC | $1.0B | 1.43% | +1.31% |
| NVIDIA CORPORATION | $1.0B | 1.38% | +2.90% |
| ISHARES TR (CORE SP SCP ETF) | $979.4M | 1.35% | +2.16% |
| PROGRESSIVE CORP | $963.4M | 1.32% | +6.54% |
| META PLATFORMS INC (CL A) | $958.3M | 1.32% | +1.99% |
| PARKERHANNIFIN CORP | $873.8M | 1.20% | +2.06% |
| SCHWAB CHARLES CORP | $804.8M | 1.11% | +3.28% |
| BROADCOM INC | $760.8M | 1.05% | +4.53% |
| FASTENAL CO | $747.4M | 1.03% | +1.19% |
| ALPHABET INC (CAP STK CL A) | $692.2M | 0.95% | -0.16% |
| TJX COS INC NEW | $678.7M | 0.93% | +2.79% |
| VANGUARD INDEX FDS (SP 500 ETF SHS) | $666.2M | 0.92% | +1.25% |
| ISHARES TR (CORE SP500 ETF) | $660.3M | 0.91% | +2.06% |
| UBER TECHNOLOGIES INC | $656.6M | 0.90% | +64.39% |
| TE CONNECTIVITY PLC | $652.8M | 0.90% | +3.48% |
| VANGUARD SCOTTSDALE FDS (SHORT TERM TREAS) | $648.1M | 0.89% | +9.67% |
| OREILLY AUTOMOTIVE INC | $645.0M | 0.89% | +2.37% |
| ISHARES TR (CORE MSCI EAFE) | $622.2M | 0.86% | +4.35% |
| VANGUARD SCOTTSDALE FDS (INTTERM CORP) | $608.2M | 0.84% | +10.36% |
| COSTCO WHOLESALE CORPORATION | $581.9M | 0.80% | +1.12% |
| UNION PAC CORP | $581.6M | 0.80% | +2.98% |
| ABBVIE INC | $514.0M | 0.71% | +4.73% |
| WELLS FARGO CO | $508.7M | 0.70% | +2.89% |
| DISNEY WALT CO | $492.0M | 0.68% | +2.73% |
| VANGUARD BD INDEX FDS (INTERMED TERM) | $473.8M | 0.65% | +10.37% |
| STATE STR SPDR SP 500 ETF T (TR UNIT) | $465.1M | 0.64% | +0.10% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $451.4M | 0.62% | +1.24% |
| VANGUARD INTL EQUITY INDEX F (FTSE EMR MKT ETF) | $448.7M | 0.62% | +6.96% |
| DANAHER CORP DEL | $400.5M | 0.55% | -1.10% |
| BANK OF AMER CORP | $397.4M | 0.55% | +2.06% |
| VISA INC (COM CL A) | $395.1M | 0.54% | +4.01% |
| EXPEDITORS INTL WASH INC | $365.0M | 0.50% | +2.65% |
| ELI LILLY CO | $364.4M | 0.50% | +7.18% |
| OMNICOM GROUP INC | $353.4M | 0.49% | +3.02% |
| VANGUARD INDEX FDS (TOTAL STK MKT) | $353.2M | 0.49% | +5.59% |
| VANGUARD INTL EQUITY INDEX F (ALLWRLD EX US) | $349.7M | 0.48% | +9.59% |
| VANGUARD INDEX FDS (GROWTH ETF) | $347.3M | 0.48% | +3.78% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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