Baird Financial Group, Inc. Top Holdings and 13F Report (2024) About Baird Financial Group, Inc.Investment ActivityBaird Financial Group, Inc. has $57.03 billion in total holdings as of September 30, 2024.Baird Financial Group, Inc. owns shares of 1,765 different stocks, but just 175 companies or ETFs make up 80% of its holdings.Approximately 6.44% of the portfolio was purchased this quarter.About 3.03% of the portfolio was sold this quarter.This quarter, Baird Financial Group, Inc. has purchased 1,753 new stocks and bought additional shares in 779 stocks.Baird Financial Group, Inc. sold shares of 787 stocks and completely divested from 105 stocks this quarter.Largest Holdings Microsoft $2,730,265,604Apple $1,973,809,855JPMorgan Chase & Co. $1,814,123,537Berkshire Hathaway $1,183,434,195Alphabet $1,165,653,016 Largest New Holdings this Quarter 26856L103 - e.l.f. Beauty $36,245,141 Holding746729300 - Putnam Focused Large Cap Value ETF $15,526,768 Holding770700102 - Robinhood Markets $13,612,023 Holding78249U308 - RUSSELL INVTS EXCHANGE TRADE GLOBAL EQ ACTIVE ADDED $11,621,868 Holding773121108 - ROCKET LAB CORP COM ADDED $9,469,070 Holding Largest Purchases this Quarter O'Reilly Automotive 5,494,158 shares (about $495.19M)Amazon.com 1,449,697 shares (about $318.05M)Fastenal 5,968,675 shares (about $250.68M)iShares Russell 1000 Growth ETF 372,064 shares (about $157.97M)iShares Russell 1000 Value ETF 593,784 shares (about $115.33M) Largest Sales this Quarter UnitedHealth Group 265,446 shares (about $82.81M)GE VERNOVA INC COM 128,570 shares (about $68.03M)Manhattan Associates 203,516 shares (about $40.19M)Caterpillar 90,394 shares (about $35.09M)Illinois Tool Works 141,835 shares (about $35.07M) 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$2,730,265,604$6,465,833 ▲0.2%5,488,9644.8%Computer and TechnologyAAPLApple$1,973,809,855$3,656,950 ▲0.2%9,620,3633.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,814,123,537$43,825,697 ▲2.5%6,257,5403.2%FinanceBRK.BBerkshire Hathaway$1,183,434,195$4,272,348 ▼-0.4%2,436,2022.1%FinanceGOOGAlphabet$1,165,653,016$28,978,610 ▲2.5%6,571,1312.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,159,009,311$157,970,956 ▲15.8%2,729,7782.0%ETFMETAMeta Platforms$1,126,746,125$93,432,605 ▲9.0%1,526,5702.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,024,618,087$115,330,674 ▲12.7%5,275,2821.8%ETFHDHome Depot$983,971,519$30,530,489 ▲3.2%2,683,7531.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$980,533,117$12,005,793 ▼-1.2%17,199,3181.7%ETFPGRProgressive$949,137,641$42,055,263 ▲4.6%3,556,6881.7%FinanceAMZNAmazon.com$887,079,614$318,049,047 ▲55.9%4,043,3911.6%Retail/WholesaleGEGE Aerospace$823,772,280$46,555,929 ▲6.0%3,200,4831.4%AerospaceGE VERNOVA INC COM$823,412,078$68,032,830 ▼-7.6%1,556,1031.4%COMMONNVDANVIDIA$773,978,159$31,481,561 ▲4.2%4,898,9061.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$755,539,364$331,092 ▼0.0%8,215,0631.3%ETFSCHWCharles Schwab$665,590,630$35,639,805 ▲5.7%7,294,9431.2%FinanceJNJJohnson & Johnson$635,682,781$10,258,388 ▲1.6%4,161,5881.1%MedicalPHParker-Hannifin$621,964,700$30,430,951 ▲5.1%890,4671.1%IndustrialsFASTFastenal$604,272,500$250,684,358 ▲70.9%14,387,4401.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$598,766,601$20,375,591 ▼-3.3%5,478,6951.0%ETFCOSTCostco Wholesale$595,517,363$3,567,745 ▼-0.6%601,5691.0%Retail/WholesaleAVGOBroadcom$566,172,980$4,310,063 ▲0.8%2,053,9561.0%Computer and TechnologyDISWalt Disney$551,498,941$25,415,480 ▲4.8%4,447,2131.0%Consumer DiscretionaryORLYO'Reilly Automotive$536,750,107$495,188,460 ▲1,191.5%5,955,2880.9%Retail/WholesaleIVViShares Core S&P 500 ETF$489,871,339$2,334,586 ▼-0.5%788,9690.9%ETFTJXTJX Companies$480,307,719$18,233,547 ▲3.9%3,889,4460.8%Retail/WholesaleVOOVanguard S&P 500 ETF$471,146,803$17,671,413 ▼-3.6%829,4400.8%ETFTE CONNECTIVITY PLC ORD SHS$465,238,781$22,188,034 ▲5.0%2,758,2780.8%COMMONIEFAiShares Core MSCI EAFE ETF$451,452,178$29,016,564 ▼-6.0%5,407,9080.8%ETFUNPUnion Pacific$439,801,934$16,897,079 ▼-3.7%1,911,5170.8%TransportationVVisa$395,609,492$1,793,358 ▲0.5%1,114,2360.7%Business ServicesSPYSPDR S&P 500 ETF Trust$384,103,135$2,989,158 ▲0.8%621,6770.7%FinanceABBVAbbVie$368,890,051$6,719,815 ▼-1.8%1,987,3400.6%MedicalDHRDanaher$364,953,405$80,158,776 ▲28.1%1,847,4910.6%MedicalGOOGLAlphabet$341,477,347$21,256,863 ▼-5.9%1,937,6800.6%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$338,073,173$52,821,766 ▲18.5%5,751,5000.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$320,871,537$49,336,582 ▲18.2%3,869,6510.6%ETFWFCWells Fargo & Company$314,114,473$12,927,843 ▲4.3%3,920,5500.6%FinanceMAMastercard$307,932,443$4,991,713 ▲1.6%547,9810.5%Business ServicesBACBank of America$298,063,990$3,307,999 ▼-1.1%6,298,9010.5%FinanceOMCOmnicom Group$297,317,796$17,020,140 ▲6.1%4,132,8580.5%Business ServicesBIVVanguard Intermediate-Term Bond ETF$275,518,689$14,439,148 ▲5.5%3,562,4340.5%ETFABTAbbott Laboratories$270,938,743$1,736,032 ▲0.6%1,992,0500.5%MedicalPGProcter & Gamble$261,682,022$9,481,294 ▼-3.5%1,642,4930.5%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$252,864,859$21,511,985 ▲9.3%5,112,5120.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$252,352,322$9,992,450 ▲4.1%2,634,9830.4%ETFVTVVanguard Value ETF$252,091,414$2,056,547 ▲0.8%1,426,3400.4%ETFVTIVanguard Total Stock Market ETF$239,232,725$8,505,177 ▲3.7%787,1310.4%ETFCVXChevron$229,614,847$13,365,932 ▼-5.5%1,603,5670.4%EnergyKMXCarMax$221,666,162$13,743,167 ▲6.6%3,298,1130.4%Retail/WholesaleEXPDExpeditors International of Washington$221,339,308$10,536,365 ▲5.0%1,937,3240.4%TransportationWMTWalmart$218,460,174$3,913,938 ▼-1.8%2,234,2010.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$215,439,185$5,376,204 ▲2.6%3,473,7050.4%ETFLLYEli Lilly and Company$207,798,532$4,561,030 ▲2.2%266,5690.4%MedicalVUGVanguard Growth ETF$206,042,301$3,850,906 ▲1.9%469,9870.4%ETFCSCOCisco Systems$202,315,133$21,859,765 ▼-9.8%2,916,0440.4%Computer and TechnologyQQQInvesco QQQ$195,277,863$5,415,452 ▼-2.7%353,9950.3%FinanceVEUVanguard FTSE All-World ex-US ETF$195,019,663$14,705,186 ▲8.2%2,901,2140.3%ETFTSMTaiwan Semiconductor Manufacturing$193,890,614$27,045,624 ▲16.2%856,0670.3%Computer and TechnologyBLACKROCK INC COM$190,128,297$3,480,362 ▼-1.8%181,2040.3%COMMONVBVanguard Small-Cap ETF$183,819,225$18,583,024 ▲11.2%775,6740.3%ETFEFViShares MSCI EAFE Value ETF$168,944,022$5,203,646 ▲3.2%2,661,3740.3%ETFDFACDimensional U.S. Core Equity 2 ETF$164,225,618$355,963 ▼-0.2%4,582,1880.3%ETFMCDMcDonald's$157,385,297$1,154,658 ▼-0.7%538,6760.3%Retail/WholesaleADPAutomatic Data Processing$151,702,885$144,640 ▲0.1%491,9030.3%Computer and TechnologyVOVanguard Mid-Cap ETF$150,585,478$1,226,495 ▲0.8%538,1320.3%ETFSPGIS&P Global$147,546,526$7,813,923 ▲5.6%279,8200.3%FinanceSYKStryker$147,083,227$4,893,556 ▲3.4%371,7690.3%MedicalXOMExxon Mobil$144,208,196$3,034,894 ▼-2.1%1,337,7380.3%EnergyFIFiserv$141,516,542$1,490,484 ▲1.1%820,8140.2%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$134,174,674$3,338,568 ▲2.6%2,235,1270.2%ETFVIGVanguard Dividend Appreciation ETF$133,104,678$8,308,988 ▲6.7%650,3380.2%ETFIWMiShares Russell 2000 ETF$132,915,622$8,000,211 ▲6.4%615,9480.2%FinanceETNEaton$132,275,861$10,674,001 ▲8.8%370,5310.2%IndustrialsASMLASML$126,465,753$18,165,909 ▲16.8%157,8080.2%Computer and TechnologyPEPPepsiCo$125,654,810$953,989 ▼-0.8%951,6420.2%Consumer StaplesSHWSherwin-Williams$123,839,308$3,129,383 ▲2.6%360,6690.2%Basic MaterialsSCHDSchwab US Dividend Equity ETF$122,720,229$6,425,694 ▲5.5%4,630,9520.2%ETFCATCaterpillar$122,511,700$35,091,855 ▼-22.3%315,5810.2%IndustrialsPAYXPaychex$121,408,917$3,347,035 ▼-2.7%834,6550.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$119,973,806$649,865 ▲0.5%1,342,1390.2%FinanceIBMInternational Business Machines$117,514,047$29,005,762 ▼-19.8%398,6500.2%Computer and TechnologySBUXStarbucks$115,110,412$8,449,297 ▼-6.8%1,256,2520.2%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$114,699,393$9,855,496 ▼-7.9%3,799,2510.2%ETFTSLATesla$114,231,171$6,569,844 ▼-5.4%359,6020.2%Auto/Tires/TrucksADIAnalog Devices$112,125,747$739,766 ▲0.7%471,0770.2%Computer and TechnologyBRBroadridge Financial Solutions$111,135,431$4,241,360 ▼-3.7%457,2910.2%Computer and TechnologyRTXRTX$110,824,799$1,271,104 ▼-1.1%758,9700.2%AerospaceORCLOracle$110,775,668$2,570,870 ▲2.4%506,6810.2%Computer and TechnologyWCNWaste Connections$107,461,468$20,822,454 ▲24.0%575,5220.2%Business ServicesCRMSalesforce$106,557,707$1,184,020 ▲1.1%390,7650.2%Computer and TechnologyACNAccenture$106,186,080$1,835,185 ▼-1.7%355,2680.2%Computer and TechnologyPANWPalo Alto Networks$105,798,062$935,614 ▲0.9%516,9960.2%Computer and TechnologyQCOMQUALCOMM$105,117,202$16,884,431 ▼-13.8%660,0350.2%Computer and TechnologyAPHAmphenol$103,937,536$6,344,885 ▲6.5%1,052,5320.2%Computer and TechnologyNVONovo Nordisk A/S$101,919,971$30,440,167 ▲42.6%1,476,6730.2%MedicalIVWiShares S&P 500 Growth ETF$100,633,932$735,688 ▲0.7%914,0230.2%ETFVZVerizon Communications$99,825,397$1,842,091 ▼-1.8%2,307,0340.2%Computer and TechnologyMRKMerck & Co., Inc.$98,725,679$15,179,408 ▼-13.3%1,247,1660.2%MedicalShowing 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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