Baird Financial Group, Inc.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 14, 2024
Value $
$47.7B
Signature - Title
Paul Schultz - Secretary
Location
777 E. Wisconsin Avenue, Milwaukee, Wisconsin
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 1,741 $47.7B +$2.07B -$1.62B +$446M MSFT, AAPL, JPM, BRKB, HD, GOOG 13F-HR 5/14/2024, 12:54 PM
Q4 2023 1,704 $43.9B +$4.46B -$1.2B +$3.25B MSFT, AAPL, JPM, GOOG, HD, BRKB 13F-HR 2/14/2024, 02:00 PM
Q3 2023 1,703 $36.6B +$1.57B -$1.03B +$542M MSFT, AAPL, JPM, GOOG, BRKB, VEA 13F-HR 11/13/2023, 03:22 PM
Q2 2023 1,684 $37.9B +$1.7B -$6.57B -$4.87B AAPL, MSFT, JPM, VEA, BRKB, GOOG 13F-HR 8/11/2023, 04:06 PM
Q1 2023 1,684 $40.5B +$2.13B -$1.22B +$904M AAPL, MSFT, JPM, HD, BRKB, VEA 13F-HR 5/15/2023, 10:45 AM
Q4 2022 1,679 $38B +$3.49B -$1.96B +$1.53B MSFT, AAPL, JPM, HD, JNJ, BRKB 13F-HR 2/13/2023, 04:13 PM
Q3 2022 1,694 $33.9B +$2.24B -$1.67B +$577M AAPL, MSFT, JNJ, BRKB, HD, JPM 13F-HR 11/14/2022, 06:59 PM
Q2 2022 1,766 $36B +$3.2B -$1.09B +$2.1B AAPL, MSFT, JNJ, BRKB, JPM, HD 13F-HR 8/8/2022, 05:08 PM
Q1 2022 1,796 $40.5B +$1.91B -$1.2B +$714M AAPL, MSFT, BRKB, JPM, GOOG, JNJ 13F-HR 5/13/2022, 10:35 AM
Q4 2021 1,867 $42.8B +$1.52B -$1.2B +$320M AAPL, MSFT, JPM, HD, GOOG, BRKB 13F-HR 2/9/2022, 10:03 AM
Q3 2021 1,850 $39.1B +$1.69B -$683M +$1.01B MSFT, AAPL, JPM, HD, GOOG, VEA 13F-HR 11/12/2021, 02:23 PM
Q2 2021 1,734 $38.5B +$2.03B -$1.03B +$992M MSFT, AAPL, JPM, HD, VEA, DIS 13F-HR 8/11/2021, 05:04 PM
Q1 2021 1,680 $35.7B +$1.96B -$1.35B +$614M AAPL, MSFT, JPM, DIS, HD, VEA 13F-HR 5/13/2021, 10:45 AM
Q4 2020 1,563 $33.5B +$1.66B -$1.01B +$650M AAPL, MSFT, JPM, DIS, VEA, HD 13F-HR 2/11/2021, 02:55 PM
Q3 2020 1,482 $29.2B +$2.49B -$1.09B +$1.4B AAPL, MSFT, HD, JPM, BRKB, VEA 13F-HR 11/12/2020, 12:22 PM
Q2 2020 1,508 $26.5B +$2.38B -$1.49B +$898M AAPL, MSFT, HD, JPM, JNJ, VEA RESTATEMENT 10/22/2020, 10:33 AM
Q1 2020 1,425 $21.9B +$1.81B -$1.75B +$58.4M MSFT, AAPL, JPM, BRKB, JNJ, HD 13F-HR 5/14/2020, 11:30 AM
Q4 2019 1,506 $27.9B +$1.43B -$933M +$501M AAPL, MSFT, JPM, DIS, VEA, BRKB 13F-HR 2/14/2020, 03:08 PM
Q3 2019 1,503 $25.4B +$1.17B -$1.54B -$363M MSFT, AAPL, JPM, HD, DIS, VEA 13F-HR 11/14/2019, 09:07 AM
Q2 2019 1,521 $25.7B +$8.64B -$515M +$8.12B MSFT, AAPL, JPM, DIS, JNJ, BFA 13F-HR 8/14/2019, 11:57 AM
Q1 2019 1,282 $17.1B +$1.51B -$906M +$601M MSFT, IWD, AAPL, IWF, VEA, IWR 13F-HR 5/14/2019, 02:57 PM
Q4 2018 1,264 $14.7B +$2.03B -$747M +$1.28B IWD, AAPL, MSFT, IWF, VEA, IWR 13F-HR 2/14/2019, 10:56 AM
Q3 2018 1,324 $16B +$1.06B -$703M +$360M AAPL, IWD, MSFT, IWF, VEA, IWR 13F-HR 11/13/2018, 11:34 AM
Q2 2018 1,275 $14.7B +$1.25B -$718M +$534M IWD, AAPL, IWF, VEA, MSFT, IWR 13F-HR 8/13/2018, 05:22 PM
Q1 2018 1,247 $14.2B +$1.15B -$742M +$406M IWD, AAPL, IWF, VEA, MSFT, IWR 13F-HR 5/14/2018, 03:35 PM
Q4 2017 1,256 $14.1B +$1.01B -$632M +$379M IWD, AAPL, IWF, VEA, MSFT, IWR 13F-HR 2/9/2018, 03:57 PM
Q3 2017 1,226 $13.3B +$812M -$711M +$101M IWD, AAPL, VEA, IWF, MSFT, JNJ 13F-HR 11/14/2017, 03:35 PM
Q2 2017 1,218 $12.8B +$1.04B -$941M +$101M IWD, AAPL, VEA, IWF, MSFT, JNJ 13F-HR 8/14/2017, 12:30 PM
Q1 2017 1,208 $12.4B +$1.08B -$717M +$367M IWD, AAPL, VEA, IWF, MSFT, JNJ RESTATEMENT 6/19/2017, 04:56 PM
Q4 2016 1,189 $11.5B +$1.11B -$786M +$324M IWD, AAPL, GEXXXX, VEA, IWF, MSFT 13F-HR 2/9/2017, 05:09 PM
Q3 2016 1,191 $11.2B +$853M -$833M +$19.1M IWD, AAPL, GEXXXX, IWF, VEA, MSFT 13F-HR 11/10/2016, 01:18 PM
Q2 2016 1,190 $10.9B +$1.07B -$622M +$452M IWD, AAPL, GEXXXX, IWF, VEA, JNJ 13F-HR 8/11/2016, 04:19 PM
Q1 2016 1,215 $10.5B +$1.37B -$814M +$561M IWD, AAPL, GEXXXX, VEA, MSFT, IWF 13F-HR 5/12/2016, 02:56 PM
Q4 2015 1,230 $10B +$1.08B -$583M +$492M IWD, GEXXXX, AAPL, IWF, VEA, MSFT 13F-HR 2/11/2016, 02:24 PM
Q3 2015 1,243 $9.41B +$1.05B -$648M +$405M IWD, AAPL, GEXXXX, VEA, IWF, JNJ 13F-HR 11/10/2015, 04:34 PM
Q2 2015 1,305 $10.2B IWD, AAPL, GEXXXX, VEA, ABBV, IWF 13F-HR 8/13/2015, 06:07 PM