Filed: 5/14/2026ACC: 0001648711-26-000004
📋 What this filing means
BAIRD FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 1826 equity positions with a total reported market value of $64.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1826
Positions
$64.01B
Total AUM (reported)
551.21M
Total Shares
Allocation by class
COM$33.45B52.3%
CAP STK CL C$1.94B3.0%
CL A$1.82B2.8%
COM NEW$1.70B2.7%
VAN FTSE DEV MKT$1.38B2.2%
RUS 1000 VAL ETF$1.29B2.0%
CL B NEW$1.28B2.0%
Portfolio Concentration
Top 3$6.65B10.4%
4–10$9.41B14.7%
11–25$12.24B19.1%
Rest$35.71B55.8%
Top 3 weight
10.4%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 551.21M
Sole
Full voting authority
529.16M
shares
% of voting shares96.0%
Shared
Joint voting authority
15.28M
shares
% of voting shares2.8%
None
No voting authority
6.76M
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole0
Shared0
Other1826
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings1826
Rows:
APPLE INC
DFNDShares10M
TypeSH
Market value$2.54B
3.97%
Sole
9.85M
Shared
2.02K
None
147.84K
MICROSOFT CORP
DFNDShares5.78M
TypeSH
Market value$2.14B
3.34%
Sole
5.69M
Shared
1.06K
None
93.35K
JPMORGAN CHASE CO
DFNDShares6.69M
TypeSH
Market value$1.97B
3.07%
Sole
6.62M
Shared
1.55K
None
69.24K
ALPHABET INC
DFNDShares6.76M
TypeSH
Market value$1.94B
3.03%
Sole
6.65M
Shared
1.70K
None
107.14K
VANGUARD TAX MANAGED FDS
DFNDShares21.48M
TypeSH
Market value$1.38B
2.15%
Sole
21.37M
Shared
1.31K
None
111.87K
ISHARES TR
DFNDShares6.03M
TypeSH
Market value$1.29B
2.01%
Sole
5.96M
Shared
0.00
None
67.22K
BERKSHIRE HATHAWAY INC DEL
DFNDShares2.67M
TypeSH
Market value$1.28B
2.00%
Sole
2.64M
Shared
549.00
None
27.32K
GE VERNOVA INC
DFNDShares1.37M
TypeSH
Market value$1.20B
1.87%
Sole
1.36M
Shared
462.00
None
11.50K
ISHARES TR
DFNDShares2.81M
TypeSH
Market value$1.20B
1.87%
Sole
2.76M
Shared
0.00
None
42.60K
AMAZON COM INC
DFNDShares5.46M
TypeSH
Market value$1.14B
1.78%
Sole
5.32M
Shared
69.98K
None
72.29K
JOHNSON JOHNSON
DFNDShares4.52M
TypeSH
Market value$1.11B
1.73%
Sole
4.48M
Shared
1.06K
None
44.76K
GE AEROSPACE
DFNDShares3.48M
TypeSH
Market value$987.60M
1.54%
Sole
3.46M
Shared
940.00
None
22.12K
HOME DEPOT INC
DFNDShares2.92M
TypeSH
Market value$958.93M
1.50%
Sole
2.88M
Shared
903.00
None
32.15K
META PLATFORMS INC
DFNDShares1.67M
TypeSH
Market value$954.34M
1.49%
Sole
1.65M
Shared
399.00
None
18.11K
ISHARES TR
DFNDShares8.97M
TypeSH
Market value$872.14M
1.36%
Sole
8.88M
Shared
0.00
None
92.36K
NVIDIA CORPORATION
DFNDShares4.89M
TypeSH
Market value$853.17M
1.33%
Sole
4.72M
Shared
59.42K
None
109.74K
PROGRESSIVE CORP
DFNDShares4.14M
TypeSH
Market value$820.62M
1.28%
Sole
4.11M
Shared
1.62K
None
29.80K
ISHARES TR
DFNDShares6.46M
TypeSH
Market value$803.55M
1.26%
Sole
6.43M
Shared
1.77K
None
32.08K
SCHWAB CHARLES CORP
DFNDShares8.45M
TypeSH
Market value$793.70M
1.24%
Sole
8.22M
Shared
172.24K
None
51.76K
PARKER HANNIFIN CORP
DFNDShares875.35K
TypeSH
Market value$783.65M
1.22%
Sole
866.04K
Shared
244.00
None
9.07K
FASTENAL CO
DFNDShares15.38M
TypeSH
Market value$713.53M
1.11%
Sole
15.21M
Shared
3.37K
None
165.75K
TJX COS INC NEW
DFNDShares4.36M
TypeSH
Market value$696.00M
1.09%
Sole
4.22M
Shared
99.86K
None
35.47K
TE CONNECTIVITY PLC
DFNDShares3.13M
TypeSH
Market value$654.00M
1.02%
Sole
3.10M
Shared
690.00
None
24.76K
OREILLY AUTOMOTIVE INC
DFNDShares6.84M
TypeSH
Market value$631.57M
0.99%
Sole
6.78M
Shared
1.79K
None
63.66K
COSTCO WHOLESALE CORPORATION
DFNDShares615.15K
TypeSH
Market value$612.95M
0.96%
Sole
608.69K
Shared
0.00
None
6.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 10M | SH | $2.54B 3.97% | 9.85M | 2.02K | 147.84K |
MICROSOFT CORPDFND | COM | 5.78M | SH | $2.14B 3.34% | 5.69M | 1.06K | 93.35K |
JPMORGAN CHASE CODFND | COM | 6.69M | SH | $1.97B 3.07% | 6.62M | 1.55K | 69.24K |
ALPHABET INCDFND | CAP STK CL C | 6.76M | SH | $1.94B 3.03% | 6.65M | 1.70K | 107.14K |
VANGUARD TAX MANAGED FDSDFND | VAN FTSE DEV MKT | 21.48M | SH | $1.38B 2.15% | 21.37M | 1.31K | 111.87K |
ISHARES TRDFND | RUS 1000 VAL ETF | 6.03M | SH | $1.29B 2.01% | 5.96M | 0.00 | 67.22K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 2.67M | SH | $1.28B 2.00% | 2.64M | 549.00 | 27.32K |
GE VERNOVA INCDFND | COM | 1.37M | SH | $1.20B 1.87% | 1.36M | 462.00 | 11.50K |
ISHARES TRDFND | RUS 1000 GRW ETF | 2.81M | SH | $1.20B 1.87% | 2.76M | 0.00 | 42.60K |
AMAZON COM INCDFND | COM | 5.46M | SH | $1.14B 1.78% | 5.32M | 69.98K | 72.29K |
JOHNSON JOHNSONDFND | COM | 4.52M | SH | $1.11B 1.73% | 4.48M | 1.06K | 44.76K |
GE AEROSPACEDFND | COM NEW | 3.48M | SH | $987.60M 1.54% | 3.46M | 940.00 | 22.12K |
HOME DEPOT INCDFND | COM | 2.92M | SH | $958.93M 1.50% | 2.88M | 903.00 | 32.15K |
META PLATFORMS INCDFND | CL A | 1.67M | SH | $954.34M 1.49% | 1.65M | 399.00 | 18.11K |
ISHARES TRDFND | RUS MID CAP ETF | 8.97M | SH | $872.14M 1.36% | 8.88M | 0.00 | 92.36K |
NVIDIA CORPORATIONDFND | COM | 4.89M | SH | $853.17M 1.33% | 4.72M | 59.42K | 109.74K |
PROGRESSIVE CORPDFND | COM | 4.14M | SH | $820.62M 1.28% | 4.11M | 1.62K | 29.80K |
ISHARES TRDFND | CORE SP SCP ETF | 6.46M | SH | $803.55M 1.26% | 6.43M | 1.77K | 32.08K |
SCHWAB CHARLES CORPDFND | COM | 8.45M | SH | $793.70M 1.24% | 8.22M | 172.24K | 51.76K |
PARKER HANNIFIN CORPDFND | COM | 875.35K | SH | $783.65M 1.22% | 866.04K | 244.00 | 9.07K |
FASTENAL CODFND | COM | 15.38M | SH | $713.53M 1.11% | 15.21M | 3.37K | 165.75K |
TJX COS INC NEWDFND | COM | 4.36M | SH | $696.00M 1.09% | 4.22M | 99.86K | 35.47K |
TE CONNECTIVITY PLCDFND | ORD SHS | 3.13M | SH | $654.00M 1.02% | 3.10M | 690.00 | 24.76K |
OREILLY AUTOMOTIVE INCDFND | COM | 6.84M | SH | $631.57M 0.99% | 6.78M | 1.79K | 63.66K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 615.15K | SH | $612.95M 0.96% | 608.69K | 0.00 | 6.45K |
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