Filed: 11/13/2025ACC: 0001648711-25-000026
📋 What this filing means
BAIRD FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 1852 equity positions with a total reported market value of $62.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1852
Positions
$62.18B
Total AUM (reported)
520.96M
Total Shares
Allocation by class
COMMON$60.74B97.7%
FOREIGN$1.44B2.3%
PREFERRED$7.72M0.0%
WARRANT$1.1K0.0%
Portfolio Concentration
Top 3$7.40B11.9%
4–10$8.71B14.0%
11–25$11.74B18.9%
Rest$34.33B55.2%
Top 3 weight
11.9%
Top 10 weight
25.9%
Voting Authority Distribution
Total shares with voting rights: 520.96M
Sole
Full voting authority
497.31M
shares
% of voting shares95.5%
Shared
Joint voting authority
15.95M
shares
% of voting shares3.1%
None
No voting authority
7.70M
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole0
Shared0
Other1852
Dominant voting typeSole · 95.5% of voting shares
Institutional Holdings1852
Rows:
MICROSOFT CORP
DFNDShares5.57M
TypeSH
Market value$2.89B
4.64%
Sole
5.47M
Shared
1.06K
None
105.66K
APPLE INC
DFNDShares9.74M
TypeSH
Market value$2.48B
3.99%
Sole
9.56M
Shared
2.02K
None
184.79K
JPMORGAN CHASE CO
DFNDShares6.43M
TypeSH
Market value$2.03B
3.26%
Sole
6.36M
Shared
1.58K
None
70.24K
ALPHABET INC C
DFNDShares6.70M
TypeSH
Market value$1.63B
2.62%
Sole
6.58M
Shared
1.77K
None
112.41K
ISHARES TR RUS 1000 GRW ETF
DFNDShares2.76M
TypeSH
Market value$1.29B
2.08%
Sole
2.72M
Shared
0.00
None
45.85K
BERKSHIRE HATHAWAY INC DEL CL
DFNDShares2.51M
TypeSH
Market value$1.26B
2.03%
Sole
2.48M
Shared
551.00
None
30.01K
META PLATFORMS INC A
DFNDShares1.57M
TypeSH
Market value$1.15B
1.86%
Sole
1.55M
Shared
432.00
None
17.38K
ISHARES TR RUS 1000 VAL ETF
DFNDShares5.62M
TypeSH
Market value$1.14B
1.84%
Sole
5.55M
Shared
0.00
None
68.54K
HOME DEPOT INC
DFNDShares2.77M
TypeSH
Market value$1.12B
1.80%
Sole
2.72M
Shared
931.00
None
46.46K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
DFNDShares18.50M
TypeSH
Market value$1.11B
1.78%
Sole
18.39M
Shared
1.31K
None
113.63K
GE AEROSPACE
DFNDShares3.41M
TypeSH
Market value$1.03B
1.65%
Sole
3.39M
Shared
1.01K
None
22.30K
GE VERNOVA INC COM
DFNDShares1.65M
TypeSH
Market value$1.02B
1.63%
Sole
1.64M
Shared
504.00
None
13.60K
PROGRESSIVE CORP COM
DFNDShares3.75M
TypeSH
Market value$925.94M
1.49%
Sole
3.72M
Shared
1.62K
None
29.54K
AMAZON COM INC COM
DFNDShares4.16M
TypeSH
Market value$912.68M
1.47%
Sole
4.03M
Shared
64.16K
None
67.34K
NVIDIA CORP
DFNDShares4.84M
TypeSH
Market value$903.76M
1.45%
Sole
4.68M
Shared
47.80K
None
112.34K
ISHARES TR RUS MID CAP ETF
DFNDShares8.46M
TypeSH
Market value$816.66M
1.31%
Sole
8.37M
Shared
0.00
None
90.40K
JOHNSON JOHNSON
DFNDShares4.28M
TypeSH
Market value$793.00M
1.28%
Sole
4.21M
Shared
1.07K
None
62.39K
SCHWAB CHARLES CORP COM
DFNDShares7.68M
TypeSH
Market value$733.61M
1.18%
Sole
7.49M
Shared
147.20K
None
51.49K
FASTENAL CO
DFNDShares14.58M
TypeSH
Market value$714.93M
1.15%
Sole
14.42M
Shared
3.60K
None
157K
PARKER HANNIFIN CORP
DFNDShares932.10K
TypeSH
Market value$706.68M
1.14%
Sole
922.91K
Shared
280.00
None
8.91K
O REILLY AUTOMOTIVE INC
DFNDShares6.43M
TypeSH
Market value$693.49M
1.12%
Sole
6.37M
Shared
1.91K
None
62.57K
ISHARES TR CORE SP SCP ETF
DFNDShares5.77M
TypeSH
Market value$685.68M
1.10%
Sole
5.70M
Shared
1.77K
None
66.58K
BROADCOM INC
DFNDShares1.96M
TypeSH
Market value$647.48M
1.04%
Sole
1.94M
Shared
0.00
None
18.10K
TE CONNECTIVITY PLC ORD SHS
DFNDShares2.67M
TypeSH
Market value$585.23M
0.94%
Sole
2.65M
Shared
765.00
None
18.38K
TJX COMPANIES INC
DFNDShares4.02M
TypeSH
Market value$581.59M
0.94%
Sole
3.89M
Shared
97.48K
None
35.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COMMON | 5.57M | SH | $2.89B 4.64% | 5.47M | 1.06K | 105.66K |
APPLE INCDFND | COMMON | 9.74M | SH | $2.48B 3.99% | 9.56M | 2.02K | 184.79K |
JPMORGAN CHASE CODFND | COMMON | 6.43M | SH | $2.03B 3.26% | 6.36M | 1.58K | 70.24K |
ALPHABET INC CDFND | COMMON | 6.70M | SH | $1.63B 2.62% | 6.58M | 1.77K | 112.41K |
ISHARES TR RUS 1000 GRW ETFDFND | COMMON | 2.76M | SH | $1.29B 2.08% | 2.72M | 0.00 | 45.85K |
BERKSHIRE HATHAWAY INC DEL CLDFND | COMMON | 2.51M | SH | $1.26B 2.03% | 2.48M | 551.00 | 30.01K |
META PLATFORMS INC ADFND | COMMON | 1.57M | SH | $1.15B 1.86% | 1.55M | 432.00 | 17.38K |
ISHARES TR RUS 1000 VAL ETFDFND | COMMON | 5.62M | SH | $1.14B 1.84% | 5.55M | 0.00 | 68.54K |
HOME DEPOT INCDFND | COMMON | 2.77M | SH | $1.12B 1.80% | 2.72M | 931.00 | 46.46K |
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKTDFND | COMMON | 18.50M | SH | $1.11B 1.78% | 18.39M | 1.31K | 113.63K |
GE AEROSPACEDFND | COMMON | 3.41M | SH | $1.03B 1.65% | 3.39M | 1.01K | 22.30K |
GE VERNOVA INC COMDFND | COMMON | 1.65M | SH | $1.02B 1.63% | 1.64M | 504.00 | 13.60K |
PROGRESSIVE CORP COMDFND | COMMON | 3.75M | SH | $925.94M 1.49% | 3.72M | 1.62K | 29.54K |
AMAZON COM INC COMDFND | COMMON | 4.16M | SH | $912.68M 1.47% | 4.03M | 64.16K | 67.34K |
NVIDIA CORPDFND | COMMON | 4.84M | SH | $903.76M 1.45% | 4.68M | 47.80K | 112.34K |
ISHARES TR RUS MID CAP ETFDFND | COMMON | 8.46M | SH | $816.66M 1.31% | 8.37M | 0.00 | 90.40K |
JOHNSON JOHNSONDFND | COMMON | 4.28M | SH | $793.00M 1.28% | 4.21M | 1.07K | 62.39K |
SCHWAB CHARLES CORP COMDFND | COMMON | 7.68M | SH | $733.61M 1.18% | 7.49M | 147.20K | 51.49K |
FASTENAL CODFND | COMMON | 14.58M | SH | $714.93M 1.15% | 14.42M | 3.60K | 157K |
PARKER HANNIFIN CORPDFND | COMMON | 932.10K | SH | $706.68M 1.14% | 922.91K | 280.00 | 8.91K |
O REILLY AUTOMOTIVE INCDFND | COMMON | 6.43M | SH | $693.49M 1.12% | 6.37M | 1.91K | 62.57K |
ISHARES TR CORE SP SCP ETFDFND | COMMON | 5.77M | SH | $685.68M 1.10% | 5.70M | 1.77K | 66.58K |
BROADCOM INCDFND | COMMON | 1.96M | SH | $647.48M 1.04% | 1.94M | 0.00 | 18.10K |
TE CONNECTIVITY PLC ORD SHSDFND | COMMON | 2.67M | SH | $585.23M 0.94% | 2.65M | 765.00 | 18.38K |
TJX COMPANIES INCDFND | COMMON | 4.02M | SH | $581.59M 0.94% | 3.89M | 97.48K | 35.63K |
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