BAIRD FINANCIAL GROUP, INC.

Filed: 2/13/2026ACC: 0001648711-26-000002

📋 What this filing means

BAIRD FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 1786 equity positions with a total reported market value of $64.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1786

Positions

$64.15B

Total AUM (reported)

528.77M

Total Shares

Allocation by class

COMMON$62.32B97.1%

FOREIGN$1.83B2.8%

PREFERRED$8.13M0.0%

Portfolio Concentration

Top 3$7.54B11.8%

4–10$9.33B14.5%

11–25$12.12B18.9%

Rest$35.16B54.8%

Top 3 weight

11.8%

Top 10 weight

26.3%

Voting Authority Distribution

Total shares with voting rights: 528.77M

Sole

Full voting authority

504.13M

% of voting shares95.3%

Shared

Joint voting authority

16.99M

% of voting shares3.2%

None

No voting authority

7.65M

% of voting shares1.4%

Investment Discretion (by position count)

Sole0

Shared0

Other1786

Dominant voting typeSole · 95.3% of voting shares

Institutional Holdings1786

Rows:

MICROSOFT CORP COM

DFND

COMMON

Shares5.65M

TypeSH

Market value$2.73B

4.26%

Sole

5.55M

Shared

1.06K

None

104.81K

APPLE INC COM

DFND

COMMON

Shares9.88M

TypeSH

Market value$2.68B

4.18%

Sole

9.69M

Shared

2.02K

None

182.77K

JPMORGAN CHASE CO. COM

DFND

COMMON

Shares6.58M

TypeSH

Market value$2.12B

3.30%

Sole

6.51M

Shared

1.55K

None

69.01K

ALPHABET INC CAP STK CL C

DFND

COMMON

Shares6.69M

TypeSH

Market value$2.10B

3.27%

Sole

6.58M

Shared

1.72K

None

108.28K

BERKSHIRE HATHAWAY INC DEL CL B NEW

DFND

COMMON

Shares2.60M

TypeSH

Market value$1.31B

2.04%

Sole

2.57M

Shared

551.00

None

29.24K

ISHARES TR RUS 1000 GRW ETF

DFND

COMMON

Shares2.72M

TypeSH

Market value$1.29B

2.00%

Sole

2.67M

Shared

0.00

None

43.70K

VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT

DFND

COMMON

Shares20.11M

TypeSH

Market value$1.26B

1.96%

Sole

20M

Shared

1.31K

None

111.21K

ISHARES TR RUS 1000 VAL ETF

DFND

COMMON

Shares5.85M

TypeSH

Market value$1.23B

1.92%

Sole

5.78M

Shared

0.00

None

68.72K

GE AEROSPACE COM NEW

DFND

COMMON

Shares3.56M

TypeSH

Market value$1.10B

1.71%

Sole

3.54M

Shared

1.01K

None

21.65K

META PLATFORMS INC CL A

DFND

COMMON

Shares1.60M

TypeSH

Market value$1.05B

1.64%

Sole

1.58M

Shared

402.00

None

17.62K

GE VERNOVA INC COM

DFND

COMMON

Shares1.59M

TypeSH

Market value$1.04B

1.62%

Sole

1.58M

Shared

494.00

None

12.98K

AMAZON COM INC COM

DFND

COMMON

Shares4.29M

TypeSH

Market value$990.39M

1.54%

Sole

4.16M

Shared

65.67K

None

66.88K

HOME DEPOT INC COM

DFND

COMMON

Shares2.81M

TypeSH

Market value$966.46M

1.51%

Sole

2.76M

Shared

906.00

None

45.59K

JOHNSON JOHNSON COM

DFND

COMMON

Shares4.37M

TypeSH

Market value$904.41M

1.41%

Sole

4.31M

Shared

1.07K

None

61.54K

NVIDIA CORPORATION COM

DFND

COMMON

Shares4.81M

TypeSH

Market value$896.60M

1.40%

Sole

4.65M

Shared

48.93K

None

113K

PROGRESSIVE CORP COM

DFND

COMMON

Shares3.88M

TypeSH

Market value$882.97M

1.38%

Sole

3.85M

Shared

1.62K

None

28.90K

PARKER-HANNIFIN CORP COM

DFND

COMMON

Shares964.34K

TypeSH

Market value$847.62M

1.32%

Sole

955.31K

Shared

280.00

None

8.75K

ISHARES TR RUS MID CAP ETF

DFND

COMMON

Shares8.68M

TypeSH

Market value$835.77M

1.30%

Sole

8.59M

Shared

0.00

None

91.41K

SCHWAB CHARLES CORP COM

DFND

COMMON

Shares7.98M

TypeSH

Market value$796.85M

1.24%

Sole

7.79M

Shared

134.03K

None

49.95K

ISHARES TR CORE SP SCP ETF

DFND

COMMON

Shares6.13M

TypeSH

Market value$737.18M

1.15%

Sole

6.07M

Shared

1.77K

None

66.80K

TE CONNECTIVITY PLC ORD SHS

DFND

FOREIGN

Shares2.97M

TypeSH

Market value$676.83M

1.06%

Sole

2.95M

Shared

695.00

None

24.18K

BROADCOM INC COM

DFND

COMMON

Shares1.89M

TypeSH

Market value$654.24M

1.02%

Sole

1.87M

Shared

0.00

None

18.45K

ISHARES TR CORE SP500 ETF

DFND

COMMON

Shares943.72K

TypeSH

Market value$646.39M

1.01%

Sole

922.03K

Shared

235.00

None

21.46K

TJX COS INC NEW COM

DFND

COMMON

Shares4.14M

TypeSH

Market value$636.23M

0.99%

Sole

4.02M

Shared

84.32K

None

35.26K

ALPHABET INC CAP STK CL A

DFND

COMMON

Shares1.94M

TypeSH

Market value$608.36M

0.95%

Sole

1.86M

Shared

63.23K

None

23.15K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORP COMDFND	COMMON	5.65M	SH	$2.73B 4.26%	5.55M	1.06K	104.81K
APPLE INC COMDFND	COMMON	9.88M	SH	$2.68B 4.18%	9.69M	2.02K	182.77K
JPMORGAN CHASE CO. COMDFND	COMMON	6.58M	SH	$2.12B 3.30%	6.51M	1.55K	69.01K
ALPHABET INC CAP STK CL CDFND	COMMON	6.69M	SH	$2.10B 3.27%	6.58M	1.72K	108.28K
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND	COMMON	2.60M	SH	$1.31B 2.04%	2.57M	551.00	29.24K
ISHARES TR RUS 1000 GRW ETFDFND	COMMON	2.72M	SH	$1.29B 2.00%	2.67M	0.00	43.70K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKTDFND	COMMON	20.11M	SH	$1.26B 1.96%	20M	1.31K	111.21K
ISHARES TR RUS 1000 VAL ETFDFND	COMMON	5.85M	SH	$1.23B 1.92%	5.78M	0.00	68.72K
GE AEROSPACE COM NEWDFND	COMMON	3.56M	SH	$1.10B 1.71%	3.54M	1.01K	21.65K
META PLATFORMS INC CL ADFND	COMMON	1.60M	SH	$1.05B 1.64%	1.58M	402.00	17.62K
GE VERNOVA INC COMDFND	COMMON	1.59M	SH	$1.04B 1.62%	1.58M	494.00	12.98K
AMAZON COM INC COMDFND	COMMON	4.29M	SH	$990.39M 1.54%	4.16M	65.67K	66.88K
HOME DEPOT INC COMDFND	COMMON	2.81M	SH	$966.46M 1.51%	2.76M	906.00	45.59K
JOHNSON JOHNSON COMDFND	COMMON	4.37M	SH	$904.41M 1.41%	4.31M	1.07K	61.54K
NVIDIA CORPORATION COMDFND	COMMON	4.81M	SH	$896.60M 1.40%	4.65M	48.93K	113K
PROGRESSIVE CORP COMDFND	COMMON	3.88M	SH	$882.97M 1.38%	3.85M	1.62K	28.90K
PARKER-HANNIFIN CORP COMDFND	COMMON	964.34K	SH	$847.62M 1.32%	955.31K	280.00	8.75K
ISHARES TR RUS MID CAP ETFDFND	COMMON	8.68M	SH	$835.77M 1.30%	8.59M	0.00	91.41K
SCHWAB CHARLES CORP COMDFND	COMMON	7.98M	SH	$796.85M 1.24%	7.79M	134.03K	49.95K
ISHARES TR CORE SP SCP ETFDFND	COMMON	6.13M	SH	$737.18M 1.15%	6.07M	1.77K	66.80K
TE CONNECTIVITY PLC ORD SHSDFND	FOREIGN	2.97M	SH	$676.83M 1.06%	2.95M	695.00	24.18K
BROADCOM INC COMDFND	COMMON	1.89M	SH	$654.24M 1.02%	1.87M	0.00	18.45K
ISHARES TR CORE SP500 ETFDFND	COMMON	943.72K	SH	$646.39M 1.01%	922.03K	235.00	21.46K
TJX COS INC NEW COMDFND	COMMON	4.14M	SH	$636.23M 0.99%	4.02M	84.32K	35.26K
ALPHABET INC CAP STK CL ADFND	COMMON	1.94M	SH	$608.36M 0.95%	1.86M	63.23K	23.15K

Page 1 of 72

…