Q2 2026 13F · SEC CIK 1648711

Baird Financial Group, Inc.

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $72.7B
Reported positions: 1,924
Top holdings a year, 3 yrs: +21.3%
Average holding period: 10.1 yrs

Baird Financial Group, Inc. is a wealth manager that reported 1,924 positions worth $72.7B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 4.0%), Jpmorgan Chase & Co (JPM, 3.1%), Alphabet Inc (GOOG, 3.0%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 20.4% for the S&P 500.

Baird Financial Group, Inc. holdings largest 50 of 1,924 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baird Financial Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.0%	4.0%	10,163,392	+1.6%	$2.9B
JPMJpmorgan Chase & Co	3.1%	3.1%	6,806,039	+1.8%	$2.2B
GOOGAlphabet Inc	3.0%	3.0%	6,271,798	-7.2%	$2.2B
MSFTMicrosoft Corp	3.0%	3.3%	5,836,049	+0.9%	$2.2B
GEVGe Vernova Inc	2.3%	1.9%	1,403,302	+2.2%	$1.6B
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.2%	22,461,369	+4.5%	$1.6B
IWDIshares Tr	2.1%	2.0%	6,192,377	+2.7%	$1.5B
IWFIshares Tr	2.0%	1.9%	11,588,776	+312.9%	$1.4B
BRK-BBerkshire Hathaway Inc Del	1.9%	2.0%	2,750,549	+3.1%	$1.4B
AMZNAmazon Com Inc	1.9%	1.8%	5,708,507	+4.5%	$1.4B
GEGe Aerospace	1.9%	1.5%	3,605,851	+3.6%	$1.3B
JNJJohnson & Johnson	1.7%	1.7%	4,799,159	+6.1%	$1.2B
IWRIshares Tr	1.6%	1.4%	10,660,298	+18.8%	$1.2B
HDHome Depot Inc	1.4%	1.5%	2,953,823	+1.3%	$1.0B
NVDANvidia Corporation	1.4%	1.3%	5,033,805	+2.9%	$1.0B
IJRIshares Tr	1.3%	1.3%	6,603,976	+2.2%	$979.4M
PGRProgressive Corp	1.3%	1.3%	4,410,275	+6.5%	$963.4M
METAMeta Platforms Inc	1.3%	1.5%	1,701,240	+2.0%	$958.3M
PHParker-Hannifin Corp	1.2%	1.2%	893,395	+2.1%	$873.8M
SCHWCharles Schwab Corp (the)	1.1%	1.2%	8,722,348	+3.3%	$804.8M
AVGOBroadcom Inc	1.0%	0.9%	2,014,004	+4.5%	$760.8M
FASTFastenal Co	1.0%	1.1%	15,561,007	+1.2%	$747.4M
GOOGLAlphabet Inc	1.0%	0.9%	1,936,794	-0.2%	$692.2M
TJXTjx Cos Inc New	0.9%	1.1%	4,479,945	+2.8%	$678.7M
VOOVanguard Index Fds	0.9%	0.9%	970,022	+1.3%	$666.2M
IVVIshares Tr	0.9%	0.9%	881,643	+2.1%	$660.3M
UBERUber Technologies Inc	0.9%	0.6%	9,099,343	+64.4%	$656.6M
TELTe Connectivity PLC	0.9%	1.0%	3,237,914	+3.5%	$652.8M
VGSHVanguard Scottsdale Fds	0.9%	0.9%	11,135,791	+9.7%	$648.1M
ORLYOreilly Automotive Inc	0.9%	1.0%	7,003,675	+2.4%	$645.0M
IEFAIshares Tr	0.9%	0.9%	6,442,419	+4.3%	$622.2M
VCITVanguard Scottsdale Fds	0.8%	0.9%	7,359,239	+10.4%	$608.2M
COSTCostco Wholesale Corporation	0.8%	1.0%	622,012	+1.1%	$581.9M
UNPUnion Pac Corp	0.8%	0.8%	2,138,390	+3.0%	$581.6M
ABBVAbbvie Inc	0.7%	0.7%	2,042,445	+4.7%	$514.0M
WFCWells Fargo & Co	0.7%	0.7%	6,155,916	+2.9%	$508.7M
DISDisney Walt Co	0.7%	0.7%	5,112,100	+2.7%	$492.0M
BIVVanguard Bd Index Fds	0.7%	0.7%	6,176,904	+10.4%	$473.8M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	622,868	+0.1%	$465.1M
TSMTaiwan Semiconductor Manufac	0.6%	0.5%	945,101	+1.2%	$451.4M
VWOVanguard Intl Equity Index F	0.6%	0.6%	7,517,951	+7.0%	$448.7M
DHRDanaher Corp Del	0.6%	0.6%	2,102,554	-1.1%	$400.5M
BACBank of Amer Corp	0.5%	0.5%	6,974,169	+2.1%	$397.4M
VVisa Inc	0.5%	0.5%	1,151,707	+4.0%	$395.1M
EXPDExpeditors Intl Wash Inc	0.5%	0.5%	2,239,665	+2.7%	$365.0M
LLYEli Lilly & Co	0.5%	—	303,814	—	$364.4M
OMCOmnicom Group Inc	0.5%	0.6%	4,852,121	+3.0%	$353.4M
VTIVanguard Index Fds	0.5%	0.5%	954,429	+5.6%	$353.2M
VEUVanguard Intl Equity Index F	0.5%	0.4%	4,175,467	+9.6%	$349.7M
VUGVanguard Index Fds	0.5%	—	4,032,317	—	$347.3M

What Baird Financial Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$72.7B	1,924
Q1 2026	$64.0B	1,826
Q4 2025	$64.2B	1,786
Q3 2025	$62.2B	1,794
Q2 2025	$57.0B	1,765
Q1 2025	$51.9B	1,753
Q4 2024	$52.3B	1,746
Q3 2024	$51.5B	1,747
Q2 2024	$48.2B	1,753
Q1 2024	$47.7B	1,750
Q4 2023	$43.9B	1,706
Q3 2023	$36.7B	1,705

Questions about Baird Financial Group, Inc.'s portfolio

What stocks does Baird Financial Group, Inc. own?

Baird Financial Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,924 positions worth $72.7B. The largest are Apple Inc (AAPL) at 4.0%, Jpmorgan Chase & Co (JPM) at 3.1%, Alphabet Inc (GOOG) at 3.0%, Microsoft Corp (MSFT) at 3.0% and Ge Vernova Inc (GEV) at 2.3%.

What did Baird Financial Group, Inc. buy last quarter?

In Q2 2026, Baird Financial Group, Inc. added Ishares Tr (IWF) (+312.9% shares), Uber Technologies Inc (UBER) (+64.4% shares) and Ishares Tr (IWR) (+18.8% shares), compared with its Q1 2026 filing.

What did Baird Financial Group, Inc. sell last quarter?

In Q2 2026, Baird Financial Group, Inc. cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Vanguard Index Fds (VTV) and Alphabet Inc (GOOG) (-7.2% shares), compared with its Q1 2026 filing.

How has Baird Financial Group, Inc.'s portfolio performed?

A portfolio copying Baird Financial Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Baird Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Baird Financial Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.