Baird Financial Group, Inc. Top Holdings and 13F Report (2024) About Baird Financial Group, Inc.Investment ActivityBaird Financial Group, Inc. has $52.29 billion in total holdings as of September 30, 2024.Baird Financial Group, Inc. owns shares of 2,653 different stocks, but just 216 companies or ETFs make up 80% of its holdings.Approximately 36.47% of the portfolio was purchased this quarter.About 35.76% of the portfolio was sold this quarter.This quarter, Baird Financial Group, Inc. has purchased 2,621 new stocks and bought additional shares in 1,178 stocks.Baird Financial Group, Inc. sold shares of 1,165 stocks and completely divested from 101 stocks this quarter.Largest Holdings Microsoft $2,284,896,060Apple $1,367,405,639Alphabet $1,181,934,840Apple $1,025,877,570Home Depot $981,120,877 Largest New Holdings this Quarter BLACKROCK INC COM $178,274,830 HoldingARISTA NETWORKS INC $70,173,507 HoldingBROOKFIELD RENEWABLE CORA $47,961,942 HoldingLAM RESEARCH CORP NEW $37,659,292 HoldingBLACKROCK FDG INC $21,869,697 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 2,338,764 shares (about $939.20M)iShares Russell 1000 Value ETF 4,582,013 shares (about $848.27M)Alphabet 3,727,157 shares (about $709.80M)iShares Russell Mid-Cap ETF 7,329,148 shares (about $647.90M)Meta Platforms 869,031 shares (about $508.83M) Largest Sales this Quarter Apple 5,345,812 shares (about $1.34B)Apple 3,981,990 shares (about $997.17M)JPMorgan Chase & Co. 3,684,740 shares (about $883.27M)Progressive 3,426,679 shares (about $821.07M)Charles Schwab 6,298,986 shares (about $661.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaird Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,284,896,060$13,560,499 ▲0.6%5,420,8684.4%Computer and TechnologyAAPLApple$1,367,405,639$997,169,936 ▼-42.2%5,460,4492.6%Computer and TechnologyGOOGAlphabet$1,181,934,840$709,799,792 ▲150.3%6,206,3372.3%Computer and TechnologyAAPLApple$1,025,877,570$1,338,698,550 ▼-56.6%4,096,6272.0%Computer and TechnologyHDHome Depot$981,120,877$23,033,269 ▲2.4%2,522,2261.9%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$942,284,178$939,200,847 ▲30,460.6%2,346,4421.8%ETFJPMJPMorgan Chase & Co.$907,661,548$498,224,113 ▼-35.4%3,786,4981.7%FinanceIWDiShares Russell 1000 Value ETF$849,370,886$848,268,067 ▲76,918.1%4,587,9701.6%ETFPGRProgressive$847,821,378$4,290,458 ▼-0.5%3,538,3381.6%FinanceMETAMeta Platforms$758,863,234$508,826,419 ▲203.5%1,296,0721.5%Computer and TechnologyBRK.BBerkshire Hathaway$687,214,896$282,828,056 ▲69.9%1,516,0941.3%FinanceIWRiShares Russell Mid-Cap ETF$680,784,312$647,896,683 ▲1,970.0%7,701,1801.3%ETFNVDANVIDIA$648,407,188$3,175,019 ▲0.5%4,828,4101.2%Computer and TechnologyFASTFastenal$595,112,322$5,386,275 ▲0.9%8,275,7931.1%Retail/WholesaleJNJJohnson & Johnson$568,403,497$25,094,030 ▼-4.2%3,930,3241.1%MedicalAMZNAmazon.com$533,252,844$7,245,135 ▼-1.3%2,430,6161.0%Retail/WholesaleJPMJPMorgan Chase & Co.$522,616,461$883,269,025 ▼-62.8%2,180,2031.0%FinanceCOSTCostco Wholesale$522,161,199$37,473,610 ▼-6.7%569,8771.0%Retail/WholesaleGE VERNOVA LLC$512,026,539$25,722,653 ▲5.3%1,556,6431.0%COMMONGEGeneral Electric$507,469,043$32,275,708 ▲6.8%3,042,5621.0%TransportationSCHWCharles Schwab$472,102,143$5,914,139 ▲1.3%6,378,8970.9%FinanceVOOVanguard S&P 500 ETF$465,051,221$456,330,581 ▲5,232.8%863,1080.9%ETFORLYO'Reilly Automotive$456,722,704$397,936,672 ▲676.9%385,1600.9%Retail/WholesalePHParker-Hannifin$455,959,168$402,430,875 ▲751.8%716,8830.9%Industrial ProductsAVGOBroadcom$441,545,076$4,414,002 ▼-1.0%1,904,5250.8%Computer and TechnologyUNPUnion Pacific$438,509,483$5,491,890 ▲1.3%1,922,9490.8%TransportationVEAVanguard FTSE Developed Markets ETF$423,394,398$38,039,805 ▲9.9%8,853,9190.8%ETFBRK.BBerkshire Hathaway$416,252,463$11,865,511 ▲2.9%918,3120.8%FinanceVEAVanguard FTSE Developed Markets ETF$403,318,662$17,964,061 ▲4.7%8,434,1000.8%ETFTJXTJX Companies$381,824,816$47,048,365 ▼-11.0%3,160,5400.7%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$373,411,083$196,940,592 ▲111.6%3,240,8530.7%ETFABBVAbbVie$369,721,762$5,623,672 ▼-1.5%2,080,5950.7%MedicalSPYSPDR S&P 500 ETF Trust$361,135,463$351,273,495 ▲3,561.9%616,1880.7%FinanceGOOGLAlphabet$356,786,772$354,939,961 ▲19,219.1%1,884,7690.7%Computer and TechnologyIVViShares Core S&P 500 ETF$349,330,954$273,023,309 ▲357.8%593,4140.7%ETFVVisa$344,854,315$333,851,382 ▲3,034.2%1,091,1730.7%Business ServicesTE CONNECTIVITY PLC$328,343,450$299,101,226 ▲1,022.8%2,296,5900.6%COMMONDISWalt Disney$307,918,109$244,018,117 ▲381.9%2,765,3170.6%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$302,043,129$222,117,761 ▲277.9%4,297,7110.6%ETFPGProcter & Gamble$278,745,513$276,942,437 ▲15,359.4%1,662,6630.5%Consumer StaplesMAMastercard$264,678,304$261,398,299 ▲7,969.4%502,6460.5%Business ServicesBIVVanguard Intermediate-Term Bond ETF$239,268,870$239,072,853 ▲121,965.5%3,201,7780.5%ETFVTVVanguard Value ETF$235,441,616$4,057,952 ▲1.8%1,390,6770.5%ETFCVXChevron$233,191,531$14,726,172 ▼-5.9%1,609,9940.4%Oils/EnergyKMXCarMax$227,534,346$1,234,086 ▲0.5%2,782,9540.4%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$224,432,175$6,213,472 ▲2.8%2,427,6060.4%ETFVGSHVanguard Short-Term Treasury Index ETF$223,339,231$203,031,269 ▲999.8%3,838,7630.4%ETFOMCOmnicom Group$221,851,805$2,739,772 ▼-1.2%2,578,4730.4%Business ServicesABTAbbott Laboratories$217,681,108$2,239,465 ▼-1.0%1,924,5080.4%MedicalUNHUnitedHealth Group$210,514,538$9,252,197 ▲4.6%416,1510.4%MedicalIJHiShares Core S&P Mid-Cap ETF$207,608,079$203,658,248 ▲5,156.1%3,331,8580.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$199,808,405$186,332,276 ▲1,382.7%2,489,2040.4%ETFEXPDExpeditors International of Washington$195,015,639$4,228,865 ▲2.2%1,760,5460.4%TransportationVTIVanguard Total Stock Market ETF$192,899,854$186,761,678 ▲3,042.6%665,6080.4%ETFMRKMerck & Co., Inc.$192,862,009$166,634,799 ▲635.4%1,938,7010.4%MedicalWFCWells Fargo & Company$190,617,031$128,213,427 ▲205.5%2,713,7960.4%FinancePEPPepsiCo$188,825,873$18,755,085 ▼-9.0%1,241,7850.4%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$186,989,882$10,519,358 ▲6.0%1,622,8940.4%ETFTSLATesla$182,985,154$9,696,198 ▼-5.0%453,1130.3%Auto/Tires/TrucksBACBank of America$181,021,807$94,816,510 ▲110.0%4,118,8120.3%FinanceVUGVanguard Growth ETF$179,574,529$178,339,925 ▲14,445.1%437,5170.3%ETFLLYEli Lilly and Company$178,876,260$155,258,464 ▲657.4%231,7050.3%MedicalBLACKROCK INC COM$178,274,830$178,274,830 ▲New Holding173,9080.3%COMMONFIFiserv$177,099,021$5,970,946 ▼-3.3%862,1310.3%Business ServicesWMTWalmart$172,514,290$169,944,917 ▲6,614.3%1,909,4000.3%Retail/WholesaleUSBU.S. Bancorp$172,144,132$128,819,337 ▼-42.8%3,599,0830.3%FinanceVWOVanguard FTSE Emerging Markets ETF$165,035,109$151,874,415 ▲1,154.0%3,747,3910.3%ETFMCDMcDonald's$164,315,817$270,178 ▲0.2%566,8210.3%Retail/WholesaleQQQInvesco QQQ$161,166,280$154,361,297 ▲2,268.4%315,2520.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$160,462,076$519,957 ▲0.3%4,638,9730.3%ETFCSCOCisco Systems$157,856,149$175,784,514 ▼-52.7%2,666,4890.3%Computer and TechnologyCATCaterpillar$146,198,447$666,027 ▲0.5%403,0170.3%Industrial ProductsETNEaton$140,560,220$5,140,003 ▼-3.5%423,5400.3%Industrial ProductsVBVanguard Small-Cap ETF$135,450,882$94,240,940 ▲228.7%563,7210.3%ETFUSBU.S. Bancorp$135,246,404$165,717,079 ▼-55.1%2,827,6480.3%FinanceEFViShares MSCI EAFE Value ETF$133,265,615$133,009,561 ▲51,946.0%2,539,8440.3%ETFSPGIS&P Global$132,810,076$1,477,162 ▲1.1%266,6700.3%Business ServicesSBUXStarbucks$131,912,370$2,096,743 ▼-1.6%1,445,6150.3%Retail/WholesalePAYXPaychex$130,651,106$124,095 ▼-0.1%931,7580.2%Business ServicesVOVanguard Mid-Cap ETF$128,022,754$120,519,613 ▲1,606.3%484,6960.2%ETFADPAutomatic Data Processing$127,327,304$127,317,644 ▲1,317,975.8%434,9650.2%Business ServicesXOMExxon Mobil$127,317,701$105,058,994 ▲472.0%1,183,5800.2%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$123,204,386$103,262,563 ▲517.8%2,146,0440.2%ETFVIGVanguard Dividend Appreciation ETF$121,891,250$114,855,666 ▲1,632.5%622,4340.2%ETFSHWSherwin-Williams$120,357,512$1,258,763 ▼-1.0%354,0650.2%Basic MaterialsSCHDSchwab US Dividend Equity ETF$119,912,507$78,181,398 ▲187.3%4,389,1840.2%ETFSYKStryker$118,833,783$1,539,214 ▼-1.3%330,0480.2%MedicalBRBroadridge Financial Solutions$118,561,822$8,851,423 ▼-6.9%524,4010.2%Business ServicesSPSBSPDR Portfolio Short Term Corporate Bond ETF$116,200,608$5,796,363 ▲5.3%3,891,5140.2%ETFQCOMQUALCOMM$115,317,156$8,448,946 ▲7.9%750,6650.2%Computer and TechnologyITWIllinois Tool Works$115,309,264$176,731 ▼-0.2%454,7610.2%Industrial ProductsIWMiShares Russell 2000 ETF$113,951,944$99,325,276 ▲679.1%515,7130.2%FinanceIBMInternational Business Machines$109,758,041$109,408,731 ▲31,321.4%499,2860.2%Computer and TechnologyCRMSalesforce$109,212,238$1,209,272 ▲1.1%326,6600.2%Computer and TechnologyACNAccenture$108,836,438$99,214,982 ▲1,031.2%309,3790.2%Computer and TechnologyTMOThermo Fisher Scientific$108,240,614$105,209,234 ▲3,470.7%208,0630.2%MedicalPCARPACCAR$106,695,499$630,673 ▼-0.6%1,025,7210.2%Auto/Tires/TrucksCPRTCopart$105,900,337$4,168,523 ▲4.1%1,845,2750.2%Business ServicesNOWServiceNow$100,962,930$2,420,261 ▲2.5%95,2370.2%Computer and TechnologyIVViShares Core S&P 500 ETF$100,876,793$24,569,148 ▲32.2%171,3610.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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