Baird Financial Group
SPGI icon

Baird Financial Group’s S&P Global SPGI Stock Holding History

Baird Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.6M Sell
178,228
-1,981
-1% -$837K 0.1% 139
2026
Q1 		$76.6M Sell
180,209
-108,269
-38% -$50.3M 0.12% 132
2025
Q4 		$151M Sell
288,478
-2,581
-0.9% -$1.28M 0.24% 73
2025
Q3 		$142M Buy
291,059
+11,239
+4% +$6.02M 0.23% 75
2025
Q2 		$148M Buy
279,820
+14,819
+6% +$7.4M 0.26% 68
2025
Q1 		$135M Sell
265,001
-1,669
-0.6% -$853K 0.26% 71
2024
Q4 		$133M Buy
266,670
+2,966
+1% +$1.5M 0.25% 76
2024
Q3 		$136M Sell
263,704
-5,298
-2% -$2.62M 0.26% 76
2024
Q2 		$120M Buy
269,002
+3,774
+1% +$1.62M 0.25% 82
2024
Q1 		$113M Buy
265,228
+13,187
+5% +$5.72M 0.24% 90
2023
Q4 		$111M Buy
252,041
+93,947
+59% +$37.1M 0.25% 90
2023
Q3 		$57.8M Buy
158,094
+2,363
+2% +$929K 0.16% 153
2023
Q2 		$62.4M Sell
155,731
-84,018
-35% -$30.7M 0.16% 146
2023
Q1 		$82.7M Buy
239,749
+34,203
+17% +$12M 0.2% 108
2022
Q4 		$68.8M Buy
205,546
+5,124
+3% +$1.69M 0.18% 127
2022
Q3 		$61.2M Sell
200,422
-265
-0.1% -$94.8K 0.18% 137
2022
Q2 		$67.6M Sell
200,687
-1,889
-0.9% -$673K 0.19% 123
2022
Q1 		$83.1M Sell
202,576
-5,140
-2% -$2.09M 0.21% 110
2021
Q4 		$98M Buy
207,716
+25,740
+14% +$11.8M 0.23% 98
2021
Q3 		$77.3M Buy
181,976
+19,430
+12% +$8.42M 0.2% 133
2021
Q2 		$66.7M Sell
162,546
-19,561
-11% -$7.52M 0.17% 147
2021
Q1 		$64.3M Buy
182,107
+1,380
+0.8% +$459K 0.18% 142
2020
Q4 		$59.4M Buy
180,727
+7,821
+5% +$2.64M 0.18% 154
2020
Q3 		$62.4M Buy
172,906
+3,624
+2% +$1.28M 0.21% 124
2020
Q2 		$55.8M Buy
169,282
+26,268
+18% +$7.9M 0.21% 128
2020
Q1 		$35.1M Sell
143,014
-52,295
-27% -$14.3M 0.16% 162
2019
Q4 		$53.3M Buy
195,309
+14,794
+8% +$3.84M 0.19% 132
2019
Q3 		$44.2M Buy
180,515
+3,967
+2% +$992K 0.17% 153
2019
Q2 		$40.2M Buy
176,548
+3,089
+2% +$675K 0.16% 164
2019
Q1 		$36.5M Buy
173,459
+12,915
+8% +$2.5M 0.21% 136
2018
Q4 		$27.3M Buy
160,544
+19,312
+14% +$3.46M 0.19% 148
2018
Q3 		$28.2M Buy
141,232
+4,790
+4% +$989K 0.18% 154
2018
Q2 		$27.8M Buy
136,442
+5,056
+4% +$999K 0.19% 155
2018
Q1 		$25.1M Sell
131,386
-8,351
-6% -$1.54M 0.18% 161
2017
Q4 		$23.7M Buy
139,737
+1,152
+0.8% +$188K 0.17% 161
2017
Q3 		$21.7M Buy
138,585
+845
+0.6% +$128K 0.16% 162
2017
Q2 		$20.1M Sell
137,740
-1,455
-1% -$202K 0.16% 171
2017
Q1 		$18.2M Buy
139,195
+68,306
+96% +$8.49M 0.15% 173
2016
Q4 		$7.62M Sell
70,889
-5,272
-7% -$630K 0.07% 286
2016
Q3 		$9.64M Buy
76,161
+39,781
+109% +$4.78M 0.09% 244
2016
Q2 		$3.95M Buy
+36,380
New +$3.9M 0.04% 407

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baird Financial Group's SPGI Position: Q2 2026 in Review

Baird Financial Group reduced its S&P Global (SPGI) stake by 1.1% in Q2 2026, selling an estimated $837K and leaving 178,228 shares worth $72.6M. The position accounts for 0.1% of the portfolio, ranked #139.

Baird Financial Group first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $151M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Baird Financial Group held 178,228 shares of S&P Global worth $72.6M as of Q2 2026.
  • Baird Financial Group sold 1,981 S&P Global shares in Q2 2026, an estimated $837K.
  • S&P Global made up 0.1% of Baird Financial Group's portfolio in Q2 2026, its #139 holding.
  • Baird Financial Group first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Baird Financial Group's S&P Global position peaked at $151M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.