Filed: 5/15/2025ACC: 0001648711-25-000019
📋 What this filing means
BAIRD FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 1753 equity positions with a total reported market value of $51.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1753
Positions
$51.94B
Total AUM (reported)
487.51M
Total Shares
Allocation by class
COMMON$50.63B97.5%
FOREIGN$1.30B2.5%
PREFERRED$7.22M0.0%
Portfolio Concentration
Top 3$5.69B10.9%
4–10$6.84B13.2%
11–25$8.76B16.9%
Rest$30.65B59.0%
Top 3 weight
10.9%
Top 10 weight
24.1%
Voting Authority Distribution
Total shares with voting rights: 487.51M
Sole
Full voting authority
468.62M
shares
% of voting shares96.1%
Shared
Joint voting authority
10.60M
shares
% of voting shares2.2%
None
No voting authority
8.30M
shares
% of voting shares1.7%
Investment Discretion (by position count)
Sole0
Shared0
Other1753
Dominant voting typeSole · 96.1% of voting shares
Institutional Holdings1753
Rows:
APPLE INC COM
DFNDShares9.60M
TypeSH
Market value$2.13B
4.11%
Sole
9.40M
Shared
2.03K
None
200.64K
MICROSOFT CORP COM
DFNDShares5.48M
TypeSH
Market value$2.06B
3.96%
Sole
5.36M
Shared
1.06K
None
118.17K
JPMORGAN CHASE CO. COM
DFNDShares6.11M
TypeSH
Market value$1.50B
2.88%
Sole
6.02M
Shared
1.66K
None
85.79K
BERKSHIRE HATHAWAY INC DEL CL B NEW
DFNDShares2.44M
TypeSH
Market value$1.30B
2.51%
Sole
2.41M
Shared
591.00
None
29.54K
ALPHABET INC CAP STK CL C
DFNDShares6.41M
TypeSH
Market value$1.00B
1.93%
Sole
6.28M
Shared
1.77K
None
130.83K
PROGRESSIVE CORP COM
DFNDShares3.40M
TypeSH
Market value$961.98M
1.85%
Sole
3.37M
Shared
1.69K
None
31.01K
HOME DEPOT INC COM
DFNDShares2.60M
TypeSH
Market value$953.05M
1.84%
Sole
2.55M
Shared
928.00
None
48.57K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
DFNDShares17.41M
TypeSH
Market value$884.95M
1.70%
Sole
17.28M
Shared
1.31K
None
132.06K
ISHARES TR RUS 1000 VAL ETF
DFNDShares4.68M
TypeSH
Market value$880.87M
1.70%
Sole
4.62M
Shared
0.00
None
61.28K
ISHARES TR RUS 1000 GRW ETF
DFNDShares2.36M
TypeSH
Market value$851.35M
1.64%
Sole
2.32M
Shared
0.00
None
40.14K
META PLATFORMS INC CL A
DFNDShares1.40M
TypeSH
Market value$806.89M
1.55%
Sole
1.38M
Shared
432.00
None
18.34K
ISHARES TR RUS MID CAP ETF
DFNDShares8.22M
TypeSH
Market value$699.16M
1.35%
Sole
8.12M
Shared
0.00
None
94.41K
JOHNSON JOHNSON COM
DFNDShares4.09M
TypeSH
Market value$679.02M
1.31%
Sole
4.02M
Shared
1.07K
None
73.20K
OREILLY AUTOMOTIVE INC COM
DFNDShares461.13K
TypeSH
Market value$660.61M
1.27%
Sole
454.15K
Shared
143.00
None
6.84K
FASTENAL CO COM
DFNDShares8.42M
TypeSH
Market value$652.88M
1.26%
Sole
8.29M
Shared
2.08K
None
123.16K
GE AEROSPACE COM NEW
DFNDShares3.02M
TypeSH
Market value$604.37M
1.16%
Sole
3M
Shared
1.17K
None
21.18K
ISHARES TR CORE SP SCP ETF
DFNDShares5.67M
TypeSH
Market value$592.40M
1.14%
Sole
5.60M
Shared
1.59K
None
67.27K
COSTCO WHSL CORP NEW COM
DFNDShares605.17K
TypeSH
Market value$572.36M
1.10%
Sole
592K
Shared
0.00
None
13.17K
SCHWAB CHARLES CORP COM
DFNDShares6.90M
TypeSH
Market value$540.47M
1.04%
Sole
6.70M
Shared
143.04K
None
59.03K
PARKER-HANNIFIN CORP COM
DFNDShares846.90K
TypeSH
Market value$514.79M
0.99%
Sole
837.62K
Shared
278.00
None
9K
GE VERNOVA INC COM
DFNDShares1.68M
TypeSH
Market value$514.30M
0.99%
Sole
1.67M
Shared
554.00
None
14.49K
NVIDIA CORPORATION COM
DFNDShares4.70M
TypeSH
Market value$509.35M
0.98%
Sole
4.54M
Shared
46.45K
None
110.27K
AMAZON COM INC COM
DFNDShares2.59M
TypeSH
Market value$493.48M
0.95%
Sole
2.48M
Shared
61.77K
None
55.47K
UNION PAC CORP COM
DFNDShares1.98M
TypeSH
Market value$468.93M
0.90%
Sole
1.96M
Shared
610.00
None
28.85K
TJX COS INC NEW COM
DFNDShares3.74M
TypeSH
Market value$455.75M
0.88%
Sole
3.59M
Shared
97.47K
None
50.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMDFND | COMMON | 9.60M | SH | $2.13B 4.11% | 9.40M | 2.03K | 200.64K |
MICROSOFT CORP COMDFND | COMMON | 5.48M | SH | $2.06B 3.96% | 5.36M | 1.06K | 118.17K |
JPMORGAN CHASE CO. COMDFND | COMMON | 6.11M | SH | $1.50B 2.88% | 6.02M | 1.66K | 85.79K |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | COMMON | 2.44M | SH | $1.30B 2.51% | 2.41M | 591.00 | 29.54K |
ALPHABET INC CAP STK CL CDFND | COMMON | 6.41M | SH | $1.00B 1.93% | 6.28M | 1.77K | 130.83K |
PROGRESSIVE CORP COMDFND | COMMON | 3.40M | SH | $961.98M 1.85% | 3.37M | 1.69K | 31.01K |
HOME DEPOT INC COMDFND | COMMON | 2.60M | SH | $953.05M 1.84% | 2.55M | 928.00 | 48.57K |
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKTDFND | COMMON | 17.41M | SH | $884.95M 1.70% | 17.28M | 1.31K | 132.06K |
ISHARES TR RUS 1000 VAL ETFDFND | COMMON | 4.68M | SH | $880.87M 1.70% | 4.62M | 0.00 | 61.28K |
ISHARES TR RUS 1000 GRW ETFDFND | COMMON | 2.36M | SH | $851.35M 1.64% | 2.32M | 0.00 | 40.14K |
META PLATFORMS INC CL ADFND | COMMON | 1.40M | SH | $806.89M 1.55% | 1.38M | 432.00 | 18.34K |
ISHARES TR RUS MID CAP ETFDFND | COMMON | 8.22M | SH | $699.16M 1.35% | 8.12M | 0.00 | 94.41K |
JOHNSON JOHNSON COMDFND | COMMON | 4.09M | SH | $679.02M 1.31% | 4.02M | 1.07K | 73.20K |
OREILLY AUTOMOTIVE INC COMDFND | COMMON | 461.13K | SH | $660.61M 1.27% | 454.15K | 143.00 | 6.84K |
FASTENAL CO COMDFND | COMMON | 8.42M | SH | $652.88M 1.26% | 8.29M | 2.08K | 123.16K |
GE AEROSPACE COM NEWDFND | COMMON | 3.02M | SH | $604.37M 1.16% | 3M | 1.17K | 21.18K |
ISHARES TR CORE SP SCP ETFDFND | COMMON | 5.67M | SH | $592.40M 1.14% | 5.60M | 1.59K | 67.27K |
COSTCO WHSL CORP NEW COMDFND | COMMON | 605.17K | SH | $572.36M 1.10% | 592K | 0.00 | 13.17K |
SCHWAB CHARLES CORP COMDFND | COMMON | 6.90M | SH | $540.47M 1.04% | 6.70M | 143.04K | 59.03K |
PARKER-HANNIFIN CORP COMDFND | COMMON | 846.90K | SH | $514.79M 0.99% | 837.62K | 278.00 | 9K |
GE VERNOVA INC COMDFND | COMMON | 1.68M | SH | $514.30M 0.99% | 1.67M | 554.00 | 14.49K |
NVIDIA CORPORATION COMDFND | COMMON | 4.70M | SH | $509.35M 0.98% | 4.54M | 46.45K | 110.27K |
AMAZON COM INC COMDFND | COMMON | 2.59M | SH | $493.48M 0.95% | 2.48M | 61.77K | 55.47K |
UNION PAC CORP COMDFND | COMMON | 1.98M | SH | $468.93M 0.90% | 1.96M | 610.00 | 28.85K |
TJX COS INC NEW COMDFND | COMMON | 3.74M | SH | $455.75M 0.88% | 3.59M | 97.47K | 50.10K |
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