Filer Snapshot

Robert W. Baird & Co. Inc

CIK 0000810972. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

236

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2015. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$9.74B

1,311 holdings for Q1 2015

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Largest parsed holding

IWD

$196.65M reported value

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13D/G large stake

RFEM

31 Dec 2025 · 6.9% ownership

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Source: SEC Form 13F

13F-NT filed on 14 May 2026 for CIK 0000810972.

View Source Filing
Identity
Business address
777 E. Wisconsin Avenue, Milwaukee, WI, 53202
SEC ownership signals
Schedule 13G stakes
RGLO FDM RINT EFAD RFEM REMG WPRT PXLW
+3 moreRUSC RIFR AQMS
SEC record
State of incorporation
WI
Fiscal year end
31 December
Former names
BAIRD ROBERT W & CO INC /WI/ (to 28 Aug 2025)

Filer intelligence

What SEC filings say about Robert W. Baird & Co. Inc

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $9.74B across 1,311 reported holdings for Q1 2015.
  • Largest parsed 13F holding: IWD at $196.65M.
  • 5 recent 13D/G stake rows found; top row is RFEM at 6.9% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,311 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2015 - 13 May 2015

Top 5 concentration

8.2%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$796.06M

Compared with $9.74B total 13F value.

Top 5 net change

+$188.26M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VEA · Largest trim: HSP

IWD AAPL VEA GE IWF Other holdings

IWD

2%

Ishares 1000 Value Russell

$196.65M

AAPL

1.9%

Apple Computer Inc

$188.46M

VEA

1.5%

Vngrd Ftse Dev Mkts Etf

$145.9M

GE

1.4%

General Electric Company

$132.71M

IWF

1.4%

Ishares 1000 Growth Russell

$132.35M

13D/G large-stake context

RFEM

31 Dec 2025 · Shares of Beneficial Interests of First Trust RiverFront Dynamic Emerging Markets ETF

6.9%
Issuer page 13D/G history

FDM

31 Dec 2025 · Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund

5.1%
Issuer page 13D/G history

RGLO

31 Dec 2025 · Shares of Global Equity ETF

4.8%
Issuer page 13D/G history

REMG

31 Dec 2025 · Shares of Emerging Markets Equity ETF

4.8%
Issuer page 13D/G history

Latest update

What changed recently for Robert W. Baird & Co. Inc

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

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Benchmark Context

Benchmark context for this company

Robert W. Baird & Co. Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000810972 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
236
First seen
18 May 1999
Latest filing
14 May 2026
Entity
Company

Observed form types

13F-NT SCHEDULE 13G SCHEDULE 13G/A N-PX SC 13G/A SC 13G 13F-HR 13F-HR/A 4 3

Primary evidence

Open SEC filing index Robert W. Baird & Co. Inc SEC filings Robert W. Baird & Co. Inc 13F portfolio Robert W. Baird & Co. Inc 13D/G history

Latest Filings

Showing the latest 12 of 171 SEC filings for Robert W. Baird & Co. Inc.

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13F-NT File 028-01911

13F-NT filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT File 028-01911

13F-NT filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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