Baird Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Milwaukee, WI
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
1,826
Total value ($000)
$64,010,238
Net value change ($000)
-141,832 (-0.2%)
New positions
145
Sold out positions
111
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UBER 332,536 506.8%
JNJ 201,579 22.3%
GEV 159,393 15.3%
AMZN 147,154 14.9%
VEA 120,175 9.6%
FAST 117,997 19.8%
CVX 107,696 44.9%
COST 97,178 18.8%
VGSH 68,280 13.0%
IJR 66,375 9.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -593,669 -21.7%
GOOGL -161,269 -7.7%
JPM -151,821 -7.2%
AAPL -146,431 -5.5%
GE -110,278 -10.0%
META -100,376 -9.5%
HDB -94,559 -100.0%
IWF -89,117 -6.9%
NVO -86,284 -88.0%
IVV -82,133 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type