Baird Financial Group, Inc.
SEC Form 13F institutional filer · CIK 0001648711
13F-HR · 488 reported holdings · 2026-03-31
Financial services holding company.
Reported long-US-equity value
$50.00B
Top-10 concentration
39.2%
Baird Financial Group, Inc. — $50B AUM allocation strategy
Baird Financial Group, Inc. files SEC Form 13F and reports $50B of long US equity value across 488 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.1%, followed by Financials 10.1% and Industrials 7.4%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Baird Financial Group, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50B
total across 488 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +4.73M sh · +$333M+$AMZN +1.17M sh · +$147M+$IVV +921K sh · +$22.1M
Biggest trims (shares)
−$IVZ −543K sh · −$18.9M−$CPRT −508K sh · −$21M−$ABT −262K sh · −$72.1M
Exited to nil (held last quarter, gone now)
$UAL ($9.08M last qtr)$BXP ($3.67M last qtr)$AMCR ($1.01M last qtr)$CVNA ($916K last qtr)$INVH ($601K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services5.8%—
- Technology Hardware, Storage & Peripherals5.1%—
- Systems Software4.3%—
- Diversified Banks4.0%—
- Multi-Sector Holdings2.6%—
- Heavy Electrical Equipment2.4%—
- Broadline Retail2.3%—
- Pharmaceuticals2.2%—
- Other holdings71.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 10M | $2.54B | +126K | 5.1% |
| $MSFT | Microsoft Corporation | 5.78M | $2.14B | +129K | 4.3% |
| $JPM | JP Morgan Chase & Co | 6.96M | $1.98B | +99K | 4.0% |
| $GOOGL | Alphabet Inc | 6.76M | $1.94B | +66.2K | 3.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2.67M | $1.28B | +67.2K | 2.6% |
| $GEV | GE Vernova Inc | 1.37M | $1.2B | -217K | 2.4% |
| $AMZN | Amazon.com Inc | 5.46M | $1.14B | +1.17M | 2.3% |
| $JNJ | Johnson & Johnson | 4.52M | $1.11B | +154K | 2.2% |
…and 480 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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