Institutional manager
Baird Financial Group, Inc.
Holds positions in 452 of the S&P 500, worth $41.6bn as reported for the quarter ended 31-mar-2026.
Positions held452of 488 index companies covered
Reported value$41.6bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 452 held. The rest are smaller than every one of these.
Apple Inc.AAPL10.0m$2.54bnInformation TechnologyAlphabet Inc. (Class A)GOOGL8.7m$2.50bnCommunication ServicesMicrosoftMSFT5.8m$2.14bnInformation TechnologyJPMorgan ChaseJPM6.7m$1.97bnFinancialsBerkshire HathawayBRK.B2.7m$1.32bnFinancialsGE VernovaGEV1.4m$1.20bnIndustrialsState Street CorporationSTT15.4m$1.14bnFinancialsAmazonAMZN5.5m$1.14bnConsumer DiscretionaryJohnson & JohnsonJNJ4.5m$1.11bnHealth CareGE AerospaceGE3.5m$988mIndustrialsHome Depot (The)HD2.9m$959mConsumer DiscretionaryMeta PlatformsMETA1.7m$954mCommunication ServicesNvidiaNVDA4.9m$853mInformation TechnologyProgressive CorporationPGR4.1m$821mFinancialsCharles Schwab CorporationSCHW8.4m$794mFinancialsParker HannifinPH875,351$784mIndustrialsFastenalFAST15.4m$714mIndustrialsTJX CompaniesTJX4.4m$696mConsumer DiscretionaryTE ConnectivityTEL3.1m$654mInformation TechnologyO'Reilly AutomotiveORLY6.8m$632mConsumer DiscretionaryCostcoCOST615,148$613mConsumer StaplesBroadcomAVGO1.9m$596mInformation TechnologyUnion Pacific CorporationUNP2.1m$504mIndustrialsWells FargoWFC6.0m$483mFinancialsWalt Disney Company (The)DIS5.0m$480mCommunication ServicesAbbVieABBV2.0m$424mHealth CareDanaher CorporationDHR2.1m$403mHealth CareUberUBER5.5m$398mIndustrialsOmnicom GroupOMC4.7m$355mCommunication ServicesChevron CorporationCVX1.7m$347mEnergyVisa Inc.V1.1m$335mFinancialsBank of AmericaBAC6.8m$333mFinancialsExpeditors InternationalEXPD2.2m$313mIndustrialsWalmartWMT2.3m$285mConsumer StaplesMastercardMA530,614$265mFinancialsLilly (Eli)LLY283,474$261mHealth CareExxonMobilXOM1.4m$230mEnergyInvescoIVZ485,439$224mFinancialsProcter & GamblePG1.5m$223mConsumer StaplesCaterpillar Inc.CAT306,859$217mIndustrialsCiscoCSCO2.7m$209mInformation TechnologyMcDonald'sMCD598,104$186mConsumer DiscretionaryAbbott LaboratoriesABT1.7m$178mHealth CareEaton CorporationETN467,195$167mIndustrialsPepsiCoPEP1.0m$159mConsumer StaplesBlackRockBLK163,584$157mFinancialsAmphenolAPH1.2m$150mInformation TechnologyGoldman SachsGS667,746$143mFinancialsAnalog DevicesADI443,864$141mInformation TechnologyMerck & Co.MRK1.2m$140mHealth CareRTX CorporationRTX719,785$139mIndustrialsStryker CorporationSYK381,606$125mHealth CareVerizonVZ2.5m$125mCommunication ServicesTesla, Inc.TSLA316,798$118mConsumer DiscretionaryAmgenAMGN334,329$118mHealth CareLam ResearchLRCX544,962$116mInformation TechnologyT. Rowe PriceTROW2.9m$108mFinancialsCoca-Cola Company (The)KO1.4m$107mConsumer StaplesStarbucksSBUX1.2m$107mConsumer DiscretionaryPaccarPCAR912,155$105mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.