Funds › Baird Financial Group, Inc.
Baird Financial Group, Inc.
13F for Q3 2026, filed Nov 13, 2026. 1,950 positions worth $73.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$73.6B
+$904.3M (1.2%) vs Q2 2026
Positions
1,950
1,924 in Q2 2026
Top 10 share
26.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 9.49M | $3.2B | 4.3% | -6.6% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 6.00M | $3.1B | 4.2% | +2.8% | 13F ↗ |
| 3 | JPM JPMorgan Chase & Co. | 6.89M | $2.3B | 3.1% | +1.3% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 6.32M | $2.2B | 2.9% | +0.8% | 13F ↗ |
| 5 | Vanguard Tax-Managed Fds | 22.77M | $1.6B | 2.2% | +1.4% | 13F ↗ |
| 6 | iShares Tr Rus 1000 Val Etf | 6.28M | $1.6B | 2.1% | +1.4% | 13F ↗ |
| 7 | iShares Tr Rus 1000 Grw Etf | 11.97M | $1.5B | 2.0% | +3.3% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 5.79M | $1.4B | 2.0% | +1.4% | 13F ↗ |
| 9 | BRK-B Berkshire Hathaway Inc. Class B | 2.80M | $1.4B | 1.9% | +1.7% | 13F ↗ |
| 10 | GEV GE Vernova Inc. | 1.42M | $1.3B | 1.8% | +1.1% | 13F ↗ |
| 11 | JNJ Johnson & Johnson | 4.76M | $1.3B | 1.7% | -0.8% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 1.70M | $1.2B | 1.7% | +0.1% | 13F ↗ |
| 13 | iShares Tr Equity Etf | 10.70M | $1.1B | 1.6% | +0.4% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 4.96M | $1.1B | 1.5% | -1.4% | 13F ↗ |
| 15 | GE GE Aerospace | 3.57M | $1.1B | 1.5% | -1.1% | 13F ↗ |
| 16 | PGR Progressive Corporation | 4.47M | $926.4M | 1.3% | +1.3% | 13F ↗ |
| 17 | iShares Tr Core S&P Scp Etf | 6.66M | $906.0M | 1.2% | +0.8% | 13F ↗ |
| 18 | SCHW Charles Schwab Corporation | 8.80M | $860.6M | 1.2% | +0.9% | 13F ↗ |
| 19 | PH Parker-Hannifin Corporation | 900,670 | $860.5M | 1.2% | +0.8% | 13F ↗ |
| 20 | HD Home Depot, Inc. | 2.96M | $843.3M | 1.1% | +0.4% | 13F ↗ |
| 21 | Vanguard Scottsdale Fds Short Term Treas | 13.59M | $782.3M | 1.1% | +22.0% | 13F ↗ |
| 22 | FAST Fastenal Company | 15.50M | $767.5M | 1.0% | -0.4% | 13F ↗ |
| 23 | Vanguard Scottsdale Fds INT-TERM Corp | 9.32M | $730.0M | 1.0% | +26.7% | 13F ↗ |
| 24 | TEL TE Connectivity plc | 3.28M | $692.4M | 0.9% | +1.3% | 13F ↗ |
| 25 | AVGO Broadcom Inc. | 1.95M | $685.5M | 0.9% | -3.1% | 13F ↗ |
| 26 | iShares Tr Core S&P500 Etf | 884,535 | $677.4M | 0.9% | +0.3% | 13F ↗ |
| 27 | Vanguard Index Fds S&P 500 Etf Shs | 935,987 | $656.0M | 0.9% | -3.5% | 13F ↗ |
| 28 | GOOGL Alphabet Inc. Class A | 1.88M | $645.2M | 0.9% | -3.2% | 13F ↗ |
| 29 | iShares Tr Core Msci Eafe | 6.63M | $642.4M | 0.9% | +2.9% | 13F ↗ |
| 30 | UBER Uber Technologies, Inc. | 9.31M | $637.5M | 0.9% | +2.3% | 13F ↗ |
| 31 | ORLY O'Reilly Automotive, Inc. | 7.05M | $601.9M | 0.8% | +0.6% | 13F ↗ |
| 32 | UNP Union Pacific Corporation | 2.17M | $591.5M | 0.8% | +1.6% | 13F ↗ |
| 33 | TJX TJX Companies, Inc. | 4.41M | $583.6M | 0.8% | -1.5% | 13F ↗ |
| 34 | COST Costco Wholesale Corporation | 611,733 | $556.9M | 0.8% | -1.7% | 13F ↗ |
| 35 | DIS Walt Disney Company | 5.17M | $542.2M | 0.7% | +1.1% | 13F ↗ |
| 36 | ABBV AbbVie Inc. | 2.05M | $536.2M | 0.7% | +0.4% | 13F ↗ |
| 37 | Vanguard Bd Index Fds Intermed Term | 6.87M | $500.8M | 0.7% | +11.3% | 13F ↗ |
| 38 | WFC Wells Fargo & Company | 6.22M | $498.1M | 0.7% | +1.1% | 13F ↗ |
| 39 | DHR Danaher Corporation | 2.12M | $468.8M | 0.6% | +0.6% | 13F ↗ |
| 40 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 613,200 | $467.6M | 0.6% | -1.6% | 13F ↗ |
| 41 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 7.65M | $453.9M | 0.6% | +1.8% | 13F ↗ |
| 42 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 962,567 | $439.1M | 0.6% | +1.8% | 13F ↗ |
| 43 | EXPD Expeditors International of Washington, Inc. | 2.26M | $417.9M | 0.6% | +1.1% | 13F ↗ |
| 44 | V Visa Inc. | 1.16M | $417.2M | 0.6% | +0.8% | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Grwt Etf | 4.13M | $372.3M | 0.5% | +2.5% | 13F ↗ |
| 46 | Vanguard International Equity Index F Allwrld Ex Us | 4.40M | $365.0M | 0.5% | +5.4% | 13F ↗ |
| 47 | OMC Omnicom Group Inc. | 4.93M | $363.1M | 0.5% | +1.6% | 13F ↗ |
| 48 | Vanguard Index Fds Mrngstr Ttl Stk | 966,678 | $361.8M | 0.5% | +1.3% | 13F ↗ |
| 49 | LLY Eli Lilly and Company | 307,314 | $355.6M | 0.5% | +1.2% | 13F ↗ |
| 50 | CVX Chevron Corporation | 1.69M | $345.7M | 0.5% | -2.1% | 13F ↗ |
Showing the top 50 of 1,950 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
137 new, 918 added to, 783 trimmed, 111 exited, 112 unchanged. By estimated dollars.
New positions (137)
| XOM ExxonMobil Holdings Corporation | 1.33M | New | $215.8M |
| BEP Brookfield Renewable Partners L.P. · Partnership Un | 2.59M | New | $72.9M |
| Dfa Invt Dimensions Group In U.S. High Relati | 856,255 | New | $35.9M |
| First Tr Exchange-Traded Fd Core Investment | 1.14M | New | $22.5M |
| CRSP CRISPR Therapeutics AG · Namen Akt | 354,005 | New | $19.6M |
| DPC DPC Holdings PLC | 317,103 | New | $13.4M |
| Pimco ETF Tr Multisector Bd | 471,310 | New | $12.0M |
| MANH Manhattan Associates, Inc. | 58,228 | New | $11.6M |
| Vanguard Mun Bd Fds Short Tax Exempt | 127,869 | New | $9.5M |
| Strategy Shs Even High Di Etf | 256,642 | New | $7.8M |
Added to (918)
| CPRT Copart, Inc. | 12.02M | +5157% | $321.8M |
| Vanguard Scottsdale Fds INT-TERM Corp | 9.32M | +26.7% | $153.7M |
| Vanguard Scottsdale Fds Short Term Treas | 13.59M | +22.0% | $141.3M |
| MSFT Microsoft Corporation | 6.00M | +2.8% | $84.9M |
| iShares Tr National Mun Etf | 965,684 | +165% | $60.7M |
| Vanguard Bd Index Fds Intermed Term | 6.87M | +11.3% | $50.7M |
| iShares Tr Rus 1000 Grw Etf | 11.97M | +3.3% | $48.1M |
| LITE Lumentum Holdings Inc. | 36,771 | +812% | $31.8M |
| MCK McKesson Corporation | 74,646 | +88.2% | $29.9M |
| JPM JPMorgan Chase & Co. | 6.89M | +1.3% | $28.2M |
Trimmed (783)
| BAC Bank of America Corporation | 2.82M | -59.5% | -$226.0M |
| AAPL Apple Inc. | 9.49M | -6.6% | -$223.7M |
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation | 992,507 | -70.2% | -$66.1M |
| iShares Tr Core S&P Mcp Etf | 3.11M | -11.6% | -$29.3M |
| Vanguard Index Fds S&P 500 Etf Shs | 935,987 | -3.5% | -$23.9M |
| DAL Delta Air Lines, Inc. | 164,275 | -63.5% | -$23.8M |
| ILMN Illumina, Inc. | 96,268 | -47.2% | -$23.6M |
| T Rowe Price Exchange-Traded Cap Appreciation | 1.76M | -23.6% | -$23.0M |
| TWLO Twilio Inc. | 80,001 | -49.5% | -$22.9M |
| AVGO Broadcom Inc. | 1.95M | -3.1% | -$21.8M |
Exited (111)
| Exxon Mobil Corp | 1.32M | Exited | -$181.0M |
| Dimensional ETF Trust Us High Prof Etf | 850,842 | Exited | -$35.5M |
| TKR Timken Company | 182,767 | Exited | -$26.6M |
| OUST Ouster, Inc. | 403,365 | Exited | -$25.2M |
| SPHR Sphere Entertainment Co. | 126,792 | Exited | -$21.9M |
| PL Planet Labs PBC | 580,322 | Exited | -$19.2M |
| USFD US Foods Holding Corp. | 171,096 | Exited | -$17.5M |
| TOL Toll Brothers, Inc. | 103,709 | Exited | -$17.1M |
| W Wayfair Inc. | 177,043 | Exited | -$16.4M |
| UTI Universal Technical Institute Inc | 314,959 | Exited | -$13.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 1,950 | $73.6B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 1,924 | $72.7B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 1,826 | $64.0B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 1,786 | $64.2B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 1,794 | $62.2B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 1,765 | $57.0B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 1,753 | $51.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer