Fifth Third Bancorp

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Fifth Third Bancorp reported 2,506 stock positions worth $26.3 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Microsoft (MSFT, 4.1%). Compared with Q4 2024, it opened 122 new positions, sold out of 112, added to 1,286 and reduced 770. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +4%) and the biggest sale Nvidia (NVDA, shares −0%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0000035527
Portfolio Value
$26.3B (Q1 2025)
SEC Filing
0000950123-25-003523 ↗ filed Apr 15, 2025

Holdings Value

0$20.0B$40.0B$60.0B$80.0B Q1 2024: $25.6B Q1 2024 Q2 2024: $26.3B Q2 2024 Q3 2024: $27.6B Q3 2024 Q4 2024: $27.6B Q4 2024 Q1 2025: $26.3B $26.3B Q1 2025 Q2 2025: $28.9B Q2 2025 Q3 2025: $31.2B Q3 2025 Q4 2025: $31.5B Q4 2025 Q1 2026: $54.7B Q1 2026 Q2 2026: $61.6B Q2 2026

Holdings 2,506 stocks · $26.3B
AAPL Apple Inc. 5.18% 6,129,692 $1.4B Reduce -0.5%
NVDA Nvidia Corp. 4.25% 10,325,979 $1.1B Reduce -0.0%
MSFT Microsoft Corp. 4.14% 2,902,994 $1.1B Add +0.7%
IVV iShares Core S&P 500 ETF 3.61% 1,689,117 $949.1M Reduce -1.0%
AMZN Amazon.com Inc. 2.79% 3,850,838 $732.7M Add +2.7%
OEF iShares S&P 100 ETF 2.52% 2,447,789 $662.9M Add +3.5%
GOOGL Alphabet Inc. Class A 2.34% 3,986,971 $616.5M Reduce -0.7%
JPM JPMorgan Chase & Co. 2.04% 2,184,979 $536.0M Reduce -0.7%
AVGO Broadcom Inc. 1.88% 2,952,055 $494.3M Add +0.5%
META Meta Platforms Inc. Class A 1.65% 752,584 $433.8M Add +2.2%
PG The Procter & Gamble Co. 1.46% 2,259,864 $385.1M Reduce -0.5%
MA Mastercard Inc. Class A 1.46% 700,597 $384.0M Reduce -1.2%
LLY Eli Lilly & Co. 1.42% 451,169 $372.6M Add +1.2%
HD Home Depot Inc. 1.33% 951,199 $348.6M Add +0.0%
VOO Vanguard S&P 500 ETF 1.15% 589,505 $303.0M Reduce -12.0%
ABBV Abbvie Inc. 1.15% 1,440,477 $301.8M Reduce -1.9%
SPHQ Invesco S&P 500 Quality ETF 1.10% 4,347,485 $288.4M Add +0.3%
IJH iShares Core S&P Midcap ETF 1.08% 4,858,784 $283.5M Reduce -1.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.07% 503,037 $281.4M Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 1.06% 524,766 $279.5M Add +4.0%
XOM Exxon Mobil Corp. 0.94% 2,075,735 $246.9M Add +0.2%
UNH Unitedhealth Group Inc. 0.93% 467,687 $245.0M Reduce -1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.90% 5,653,757 $235.9M Add +1.7%
PANW Palo Alto Networks Inc. 0.89% 1,370,400 $233.8M Reduce -0.3%
WMT Walmart Inc. 0.87% 2,617,938 $229.8M Add +2.6%
IJR iShares Core S&P Small-Cap E 0.85% 2,127,434 $222.5M Reduce -2.2%
COST Costco Wholesale Corp. 0.82% 228,917 $216.5M Add +0.1%
VXF Vanguard Extended Market ETF 0.79% 1,200,325 $206.8M Add +3.5%
IEFA iShares Core MSCI Eafe ETF 0.76% 2,633,535 $199.2M Add +7.2%
GOOG Alphabet Inc. Class C 0.73% 1,223,857 $191.2M Reduce -2.5%
IWR iShares Russell Mid-Cap ETF 0.69% 2,126,770 $180.9M Reduce -1.2%
JNJ Johnson & Johnson 0.68% 1,078,900 $178.9M Reduce -4.3%
MS Morgan Stanley 0.67% 1,514,441 $176.7M Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.66% 347,381 $172.9M Add +3.7%
MCD McDonald's Corp. 0.65% 544,806 $170.2M Add +0.2%
ABT Abbott Laboratories 0.65% 1,280,278 $169.8M Reduce -1.1%
ORCL Oracle Corp. 0.64% 1,202,286 $168.1M Add +2.4%
CAT Caterpillar Inc. 0.64% 508,808 $167.8M Reduce -0.2%
VNQ Vanguard Real Estate ETF 0.59% 1,718,024 $155.5M Reduce -1.2%
VEA Vanguard Ftse Developed ETF 0.58% 2,985,114 $151.7M Reduce -0.2%
IWF iShares Russell 1000 Growth 0.56% 409,589 $147.9M Reduce -2.8%
V Visa Inc. Class A 0.55% 413,442 $144.9M Add +0.4%
CVX Chevron Corp. 0.53% 838,048 $140.2M Reduce -1.5%
UNP Union Pacific Corp. 0.53% 592,820 $140.0M Reduce -3.0%
NEE Nextera Energy Inc. 0.53% 1,967,823 $139.5M Reduce -3.8%
LIN Linde PLC 0.52% 293,753 $136.8M Add +0.9%
IWM iShares Russell 2000 ETF 0.51% 673,200 $134.3M Reduce -4.2%
PNC PNC Financial Services Group 0.50% 742,600 $130.5M Add +5.3%
CTAS Cintas Corp. 0.47% 605,222 $124.4M Add +1.0%
GS Goldman Sachs Group Inc. 0.47% 227,253 $124.1M Add +10.4%
GVI iShares Intermediate Governm 0.46% 1,148,236 $121.7M Add +1.6%
SHW The Sherwin-Williams Co. 0.46% 346,656 $121.0M Add +5.6%
IWB iShares Russell 1000 ETF 0.45% 387,907 $119.0M Reduce -2.7%
ACN Accenture PLC Class A 0.45% 380,720 $118.8M Add +18.7%
KO The Coca-Cola Co. 0.45% 1,652,483 $118.4M Reduce -1.2%
ETN Eaton Corp. PLC 0.44% 429,901 $116.9M Add +5.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 433,459 $112.1M Reduce -3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 918,711 $111.9M Reduce -3.4%
ISRG Intuitive Surgical Inc. 0.42% 224,140 $111.0M Add +12.1%
IEMG iShares Core MSCI Emerging 0.42% 2,046,629 $110.5M Add +8.0%
HON Honeywell International Inc. 0.41% 514,857 $109.0M Reduce -3.2%
DE Deere & Co. 0.41% 230,924 $108.4M Reduce -2.1%
TSLA Tesla Inc. 0.40% 410,882 $106.5M Add +9.7%
CSCO Cisco Systems Inc. 0.40% 1,711,618 $105.6M Add +18.6%
ESGD iShares Trust iShares ESG Aw 0.40% 1,288,831 $105.3M Reduce -6.6%
EFA iShares MSCI Eafe ETF 0.40% 1,286,369 $105.1M Reduce -8.8%
VIG Vanguard Dividend Apprec ETF 0.39% 534,881 $103.8M Reduce -3.8%
DHR Danaher Corp. 0.39% 500,256 $102.6M Reduce -4.3%
SPGP Invesco S&P 500 Garp ETF 0.38% 1,008,691 $100.7M Reduce -4.2%
PH Parker Hannifin Corp. 0.37% 160,853 $97.8M Add +7.4%
ADP Automatic Data Processing 0.36% 313,280 $95.7M Reduce -1.5%
AMGN Amgen Inc. 0.36% 306,720 $95.6M Reduce -7.4%
VTI VG Morningstar TS MKT ETF-US 0.34% 326,855 $89.8M Reduce -2.4%
PEP Pepsico Inc. 0.34% 594,355 $89.1M Reduce -5.8%
CINF Cincinnati Financial Corp. 0.33% 592,961 $87.6M Reduce -1.2%
NFLX Netflix Inc. 0.33% 93,872 $87.5M Add +11.2%
SCHD Schwab US DVD Equity ETF 0.33% 3,129,487 $87.5M Add +3.0%
PM Philip Morris International 0.33% 542,502 $86.1M Add +7.0%
TXN Texas Instruments Inc. 0.32% 472,379 $84.9M Add +1.2%
WFC Wells Fargo & Co. 0.32% 1,180,318 $84.7M Add +3.6%
SNPS Synopsys Inc. 0.32% 194,763 $83.5M Reduce -3.2%
MPC Marathon Petroleum Corp. 0.31% 563,170 $82.0M Reduce -4.8%
AMAT Applied Materials Inc. 0.31% 561,426 $81.5M Reduce -1.9%
XLK SS Technology Select Sector 0.30% 385,388 $79.6M Reduce -0.3%
TMUS T-Mobile US Inc. 0.30% 297,704 $79.4M Add +2.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 212,101 $78.7M Reduce -3.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.29% 300,367 $77.2M Reduce -2.0%
NOW ServiceNow Inc. 0.29% 95,436 $76.0M Add +8.6%
ITW Illinois Tool Works 0.29% 305,643 $75.8M Reduce -2.6%
IGF iShares Global Infrastructur 0.28% 1,342,373 $73.4M Reduce -0.9%
VWO Vanguard Ftse Emerging Marke 0.28% 1,601,980 $72.5M Reduce -0.0%
VB Vanguard Most SM-Cap ETF-Usd 0.27% 323,709 $71.8M Reduce -6.2%
LOW Lowe's Cos Inc. 0.27% 305,356 $71.2M Reduce -3.1%
PFE Pfizer Inc. 0.27% 2,778,113 $70.4M Add +5.8%
CRM Salesforce Inc. 0.27% 262,168 $70.4M Add +9.8%
RTX RTX Corp. 0.27% 528,169 $70.0M Add +1.8%
IVW iShares S&P 500 Growth ETF 0.26% 738,402 $68.5M Reduce -4.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 686,374 $67.7M Reduce -3.7%
BLK BlackRock Inc. 0.26% 71,488 $67.7M Reduce -3.1%
AGG iShares Core U.S. Aggregate 0.25% 668,296 $66.1M Add +3.8%

Show all 2,506 holdings

Other holdings (14): bonds, preferreds, convertibles and warrants · $818K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 234$289KReduce -10.3%
EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) PFD CV TR SEC 28 2,500$122KNo change
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 1,592$95KAdd +76.9%
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% 3,309$76KReduce -8.1%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 60$72KReduce -25.9%
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD 867$42KReduce -8.1%
CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) 6.75DP CNV PFD B 464$25KReduce -8.1%
APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV 336$25KReduce -8.2%
PG&E CORP (PCG 6 12/01/27 A) PFD CONV SER A 542$24KNew
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 955$23KReduce -8.1%
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A 509$18KReduce -8.1%
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 173$5KNo change
BRISTOL MYERS - CELGENE CVR RIGHT 12/30/2030 20,000$1KNo change
ORGNW Origin Materials -CW26 *W EXP 06/25/202 5,000$252No change

Total filed on the 13F, all lines: $26.3B.

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -0.0% 4.25% −0.78
AAPL Apple Inc. Reduce -0.5% 5.18% −0.42
GOOGL Alphabet Inc. Class A Reduce -0.7% 2.34% −0.41
ADBE Adobe Inc. Reduce -45.8% 0.17% −0.17
VOO Vanguard S&P 500 ETF Reduce -12.0% 1.15% −0.16
GOOG Alphabet Inc. Class C Reduce -2.5% 0.73% −0.14
IJR iShares Core S&P Small-Cap E Reduce -2.2% 0.85% −0.06
STZ Constellation Brands Inc. Class A Reduce -70.4% 0.02% −0.06
IWM iShares Russell 2000 ETF Reduce -4.2% 0.51% −0.05
IWF iShares Russell 1000 Growth Reduce -2.8% 0.56% −0.05
AMD Advanced Micro Devices Reduce -17.5% 0.14% −0.05
DHR Danaher Corp. Reduce -4.3% 0.39% −0.05
IJH iShares Core S&P Midcap ETF Reduce -1.7% 1.08% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.4% 1.07% −0.04
SNPS Synopsys Inc. Reduce -3.2% 0.32% −0.04
MRK Merck & Co. Inc. Reduce -8.1% 0.23% −0.04
IVV iShares Core S&P 500 ETF Reduce -1.0% 3.61% −0.03
CAT Caterpillar Inc. Reduce -0.2% 0.64% −0.03
PYCR Paycor HCM Inc. Reduce -98.6% 0.00% −0.03
DIS The Walt Disney Co. Reduce -3.7% 0.26% −0.03
EMR Emerson Electric Co. Reduce -6.8% 0.19% −0.03
NKE Nike Inc. Class B Reduce -3.8% 0.16% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -6.2% 0.27% −0.03
AMAT Applied Materials Inc. Reduce -1.9% 0.31% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 0.30% −0.03
MCHP Microchip Technology Inc. Reduce -9.7% 0.10% −0.02
PLNT Planet Fitness Inc. Class A Reduce -98.6% 0.00% −0.02
XLK SS Technology Select Sector Reduce -0.3% 0.30% −0.02
IVW iShares S&P 500 Growth ETF Reduce -4.2% 0.26% −0.02
BERY Berry Global Group Inc. Reduce -98.8% 0.00% −0.02
LMT Lockheed Martin Corp. Reduce -10.7% 0.13% −0.02
HON Honeywell International Inc. Reduce -3.2% 0.41% −0.02
PANW Palo Alto Networks Inc. Reduce -0.3% 0.89% −0.02
CMCSA Comcast Corp. Class A Reduce -16.2% 0.11% −0.02
SPGP Invesco S&P 500 Garp ETF Reduce -4.2% 0.38% −0.02
BLK BlackRock Inc. Reduce -3.1% 0.26% −0.02
IWB iShares Russell 1000 ETF Reduce -2.7% 0.45% −0.01
USB US Bancorp Reduce -2.1% 0.13% −0.01
DHI D.R. Horton Inc. Reduce -26.7% 0.03% −0.01
HSY The Hershey Co. Reduce -40.8% 0.02% −0.01
LOW Lowe's Cos Inc. Reduce -3.1% 0.27% −0.01
SYY Sysco Corp. Reduce -16.7% 0.06% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.4% 0.34% −0.01
BDX Becton Dickinson and Co. Reduce -31.3% 0.03% −0.01
PEP Pepsico Inc. Reduce -5.8% 0.34% −0.01
TGT Target Corp. Reduce -20.2% 0.02% −0.01
LULU Lululemon Athletica Inc. Reduce -10.5% 0.02% −0.01
FDX FedEx Corp. Reduce -4.6% 0.06% −0.01
XBI SS SPDR S&P Biotech ETF Reduce -19.4% 0.03% −0.01
GE General Electric Reduce -23.2% 0.25% −0.01

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +4.0% 1.06% +0.23
LLY Eli Lilly & Co. Add +1.2% 1.42% +0.17
IEFA iShares Core MSCI Eafe ETF Add +7.2% 0.76% +0.13
XOM Exxon Mobil Corp. Add +0.2% 0.94% +0.13
PM Philip Morris International Add +7.0% 0.33% +0.11
BA The Boeing Co. Add +149.8% 0.18% +0.11
CSCO Cisco Systems Inc. Add +18.6% 0.40% +0.09
META Meta Platforms Inc. Class A Add +2.2% 1.65% +0.09
V Visa Inc. Class A Add +0.4% 0.55% +0.08
LIN Linde PLC Add +0.9% 0.52% +0.08
CTAS Cintas Corp. Add +1.0% 0.47% +0.08
MCD McDonald's Corp. Add +0.2% 0.65% +0.08
TMUS T-Mobile US Inc. Add +2.9% 0.30% +0.07
COST Costco Wholesale Corp. Add +0.1% 0.82% +0.06
IEMG iShares Core MSCI Emerging Add +8.0% 0.42% +0.06
NFLX Netflix Inc. Add +11.2% 0.33% +0.06
GILD Gilead Sciences Inc. Add +25.9% 0.16% +0.06
SHW The Sherwin-Williams Co. Add +5.6% 0.46% +0.06
RTX RTX Corp. Add +1.8% 0.27% +0.05
GS Goldman Sachs Group Inc. Add +10.4% 0.47% +0.04
ISRG Intuitive Surgical Inc. Add +12.1% 0.42% +0.04
OEF iShares S&P 100 ETF Add +3.5% 2.52% +0.04
ORLY O'reilly Automotive Inc. Add +0.6% 0.20% +0.04
SPHQ Invesco S&P 500 Quality ETF Add +0.3% 1.10% +0.04
ACN Accenture PLC Class A Add +18.7% 0.45% +0.04
XLI SS Industrial Select Sector Add +81.5% 0.09% +0.04
JPST JPMorgan Ultra-Short Income Add +13.3% 0.24% +0.04
WMT Walmart Inc. Add +2.6% 0.87% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +53.0% 0.09% +0.04
GVI iShares Intermediate Governm Add +1.6% 0.46% +0.04
WFC Wells Fargo & Co. Add +3.6% 0.32% +0.03
SCHD Schwab US DVD Equity ETF Add +3.0% 0.33% +0.03
BSX Boston Scientific Corp. Add +18.8% 0.10% +0.03
PGR Progressive Corp. Add +5.8% 0.13% +0.03
DUK Duke Energy Corp. Add +5.3% 0.14% +0.03
IBM Intl Business Machines Corp. Add +2.9% 0.16% +0.03
PH Parker Hannifin Corp. Add +7.4% 0.37% +0.03
IEF iShares 7-10 Year Treasury B Add +88.5% 0.05% +0.03
IBKR Interactive Brokers Gro Class A Add +150.9% 0.04% +0.03
AGG iShares Core U.S. Aggregate Add +3.8% 0.25% +0.03
AVDE Avantis International Equity Add +12.2% 0.12% +0.03
TMO Thermo Fisher Scientific Inc. Add +3.7% 0.66% +0.02
T AT&T Inc. Add +1.4% 0.10% +0.02
IAUM iShares Gold Trust Micro Add +24.0% 0.07% +0.02
AEP American Electric Power Add +7.5% 0.09% +0.02
UBER Uber Technologies Inc. Add +22.0% 0.06% +0.02
ECL Ecolab Inc. Add +0.4% 0.17% +0.02
GD General Dynamics Corp. Add +0.7% 0.24% +0.02
PFF iShares Preferred & Income S Add +12.1% 0.16% +0.02
WELL Welltower Inc. Add +37.6% 0.05% +0.02

Notes & Other Activity Q4 2024 → Q1 2025
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Reduce -10.3% 234 $289K
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A Add +76.9% 1,592 $95K
EPR PROPERTIES (EPR 5.75 PERP C) PFD C CV 5.75% Reduce -8.1% 3,309 $76K
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -25.9% 60 $72K
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD Reduce -8.1% 867 $42K
CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) 6.75DP CNV PFD B Reduce -8.1% 464 $25K
APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) SER A MAND CNV Reduce -8.2% 336 $25K
PG&E CORP (PCG 6 12/01/27 A) PFD CONV SER A New 542 $24K
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A Reduce -8.1% 955 $23K
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A Reduce -8.1% 509 $18K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4,282$61.6BNVDA, AAPL, IVV, LLY, GOOGL
Q1 2026 4,249$54.7BNVDA, AAPL, IVV, LLY, MSFT
Q4 2025 2,616$31.5BNVDA, AAPL, MSFT, GOOGL, IVV
Q3 2025 2,639$31.2BNVDA, AAPL, MSFT, IVV, GOOGL
Q2 2025 2,545$28.9BNVDA, MSFT, AAPL, IVV, AMZN
Q1 2025 2,506$26.3BAAPL, NVDA, MSFT, IVV, AMZN
Q4 2024 2,494$27.6BAAPL, NVDA, MSFT, IVV, AMZN
Q3 2024 2,526$27.6BAAPL, NVDA, MSFT, IVV, AMZN
Q2 2024 2,442$26.3BNVDA, AAPL, MSFT, IVV, GOOGL
Q1 2024 2,352$25.6BMSFT, AAPL, NVDA, IVV, AMZN