Fort Washington Investment Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Fort Washington Investment Advisors Inc. reported 395 stock positions worth $17.4 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Cintas (CTAS, 5.5%) and Meta Platforms Class A (META, 4.0%). Compared with Q1 2025, it opened 14 new positions, sold out of 13, added to 149 and reduced 162. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Unitedhealth (UNH, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Cincinnati, OH
- CIK
- 0001009016
- Portfolio Value
- $17.4B (Q2 2025)
- SEC Filing
- 0000950123-25-006420 ↗ filed Jul 17, 2025
Holdings Value
Holdings 395 stocks · $17.4B
| MSFT Microsoft Corp. | 6.09% | 2,123,535 | $1.1B | Add +0.7% |
| CTAS Cintas Corp. | 5.46% | 4,251,630 | $947.6M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 3.99% | 938,106 | $692.4M | Add +0.2% |
| AAPL Apple Inc. | 3.35% | 2,830,554 | $580.7M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 2.68% | 2,620,510 | $464.9M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.63% | 2,083,577 | $457.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 2.18% | 2,399,641 | $379.1M | Add +3.7% |
| ORCL Oracle Corp. | 1.94% | 1,540,380 | $336.8M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 1.82% | 509,816 | $316.5M | Add +4.9% |
| GS Goldman Sachs Group Inc. | 1.64% | 402,084 | $284.6M | Reduce -2.7% |
| V Visa Inc. Class A | 1.63% | 798,942 | $283.7M | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.63% | 5,960,049 | $282.0M | Add +0.8% |
| PM Philip Morris International | 1.59% | 1,517,209 | $276.3M | Reduce -9.2% |
| SCHW Schwab (charles) Corp. | 1.35% | 2,576,688 | $235.1M | Reduce -0.8% |
| FITB Fifth Third Bancorp | 1.33% | 5,616,741 | $231.0M | Add +0.0% |
| JNJ Johnson & Johnson | 1.31% | 1,489,738 | $227.6M | Add +0.0% |
| MDT Medtronic PLC | 1.30% | 2,597,579 | $226.4M | Reduce -3.0% |
| TXN Texas Instruments Inc. | 1.29% | 1,080,080 | $224.2M | Add +0.8% |
| CINF Cincinnati Financial Corp. | 1.29% | 1,501,595 | $223.6M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 1.27% | 2,037,186 | $219.6M | Add +0.5% |
| CRM Salesforce Inc. | 1.20% | 765,842 | $208.8M | Add +0.5% |
| AVGO Broadcom Inc. | 1.02% | 643,277 | $177.3M | Add +1.3% |
| MKL Markel Group Inc. | 0.92% | 79,947 | $159.7M | Add +0.2% |
| BA The Boeing Co. | 0.90% | 748,317 | $156.8M | Add +0.2% |
| BDX Becton Dickinson and Co. | 0.88% | 887,913 | $152.9M | Add +11.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.85% | 651,115 | $147.5M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.82% | 457,719 | $142.8M | Reduce -13.7% |
| SIO Touchstone Strtg in ETF-Iusd | 0.82% | 5,460,114 | $142.7M | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.82% | 3,972,735 | $141.8M | Add +0.8% |
| SSNC Ss&c Technologies Holdings | 0.81% | 1,707,454 | $141.4M | Add +0.1% |
| RTX RTX Corp. | 0.81% | 964,878 | $140.9M | Reduce -20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 270,096 | $131.2M | Reduce -23.0% |
| ABNB Airbnb Inc. Class A | 0.71% | 930,050 | $123.1M | Add +3.6% |
| BMY Bristol-Myers Squibb Co. | 0.69% | 2,599,492 | $120.3M | Add +0.3% |
| DD Dupont DE Nemours Inc. | 0.67% | 1,696,998 | $116.4M | Add +10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 868,154 | $107.7M | Add +37.0% |
| ROP Roper Technologies Inc. | 0.62% | 188,938 | $107.1M | No change |
| HCA HCA Healthcare Inc. | 0.61% | 277,360 | $106.3M | Reduce -44.5% |
| SWK Stanley Black & Decker Inc. | 0.60% | 1,538,360 | $104.2M | Add +3.0% |
| JLL Jones Lang Lasalle Inc. | 0.60% | 405,109 | $103.6M | Add +0.3% |
| SMMD iShares Russell 2500 ETF | 0.59% | 1,504,650 | $102.0M | No change |
| TSEC Touchstone Securitized Inc. | 0.58% | 3,875,413 | $101.3M | Add +1.3% |
| SBUX Starbucks Corp. | 0.58% | 1,100,441 | $100.8M | Add +0.5% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.58% | 1,362,648 | $100.2M | Add +1.0% |
| WDAY Workday Inc. Class A | 0.53% | 386,508 | $92.8M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 311,918 | $91.9M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.49% | 1,053,731 | $84.4M | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.48% | 1,200,329 | $83.3M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.48% | 453,476 | $83.0M | Add +2.2% |
| HD Home Depot Inc. | 0.46% | 219,102 | $80.3M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.46% | 499,651 | $79.6M | Add +7.6% |
| AMT American Tower Corp. | 0.45% | 352,575 | $77.9M | Add +0.2% |
| AFG American Financial Group Inc. | 0.44% | 607,687 | $76.7M | Add +0.0% |
| MNST Monster Beverage Corp. | 0.44% | 1,212,523 | $76.0M | Reduce -23.3% |
| KLAC KLA Corp. | 0.43% | 83,575 | $74.9M | Reduce -3.1% |
| USB US Bancorp | 0.43% | 1,631,379 | $73.8M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.42% | 457,837 | $72.9M | Add +0.6% |
| HUBB Hubbell Inc. | 0.42% | 178,420 | $72.9M | Add +0.3% |
| T AT&T Inc. | 0.42% | 2,516,932 | $72.8M | Reduce -10.1% |
| BLK BlackRock Inc. | 0.42% | 69,327 | $72.7M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.42% | 54,310 | $72.7M | Reduce -25.2% |
| UBER Uber Technologies Inc. | 0.41% | 759,077 | $70.8M | Add +42.6% |
| CVX Chevron Corp. | 0.40% | 487,295 | $69.8M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.40% | 237,324 | $68.8M | Add +1.9% |
| VZ Verizon Communications Inc. | 0.39% | 1,544,939 | $66.8M | Reduce -6.8% |
| FFBC First Financial Bancorp | 0.38% | 2,751,469 | $66.8M | No change |
| LVS Las Vegas Sands Corp. | 0.38% | 1,498,091 | $65.2M | Add +72.3% |
| CAT Caterpillar Inc. | 0.37% | 163,677 | $63.5M | Reduce -1.6% |
| ADI Analog Devices Inc. | 0.36% | 260,495 | $62.0M | Add +0.3% |
| MCD McDonald's Corp. | 0.36% | 211,429 | $61.8M | Add +0.5% |
| DUK Duke Energy Corp. | 0.34% | 505,512 | $59.7M | Reduce -8.8% |
| BKNG Booking Holdings Inc. | 0.34% | 10,136 | $58.7M | Add +1.8% |
| VT Vanguard Tot World STK ETF | 0.34% | 452,769 | $58.2M | Reduce -4.6% |
| SO The Southern Co. | 0.32% | 609,518 | $56.0M | Reduce -8.3% |
| TUSI Touchstone Ultra Short Incom | 0.32% | 2,196,132 | $55.6M | Reduce -1.3% |
| SYY Sysco Corp. | 0.32% | 724,449 | $54.9M | Reduce -4.7% |
| MMM 3M Co. | 0.32% | 359,812 | $54.8M | Add +1.2% |
| CVS CVS Health Corp. | 0.31% | 783,692 | $54.1M | Reduce -13.3% |
| KMI Kinder Morgan Inc. | 0.31% | 1,833,836 | $53.9M | Add +1.5% |
| PEP Pepsico Inc. | 0.31% | 403,330 | $53.3M | Add +1.4% |
| LMT Lockheed Martin Corp. | 0.31% | 114,641 | $53.1M | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.30% | 757,353 | $52.6M | Add +1.3% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 281,547 | $51.5M | Add +4.7% |
| ETR Entergy Corp. | 0.29% | 610,518 | $50.7M | Reduce -8.5% |
| TFC Truist Financial Corp. | 0.28% | 1,140,991 | $49.1M | Add +1.6% |
| UNP Union Pacific Corp. | 0.28% | 212,965 | $49.0M | Add +17.0% |
| MU Micron Technology Inc. | 0.28% | 389,866 | $48.1M | Reduce -22.2% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.28% | 496,545 | $48.0M | Reduce -3.3% |
| PAYX Paychex Inc. | 0.27% | 327,739 | $47.7M | Reduce -4.6% |
| YUM Yum! Brands Inc. | 0.27% | 316,796 | $46.9M | Reduce -1.2% |
| C Citigroup Inc. | 0.27% | 543,019 | $46.2M | Add +39.0% |
| ADP Automatic Data Processing | 0.26% | 148,443 | $45.8M | Add +1.7% |
| CHH Choice Hotels Intl Inc. | 0.26% | 355,940 | $45.2M | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 668,182 | $44.9M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.26% | 78,813 | $44.8M | Reduce -9.4% |
| MCHP Microchip Technology Inc. | 0.25% | 624,393 | $43.9M | Add +1.1% |
| MS Morgan Stanley | 0.25% | 307,946 | $43.4M | Add +2.5% |
| DE Deere & Co. | 0.25% | 84,863 | $43.2M | Add +25.5% |
| MRK Merck & Co. Inc. | 0.25% | 540,281 | $42.8M | Add +1.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 132,802 | $42.5M | Add +2.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $777K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CABLE ONE INC (CABO 1.125 03/15/28) | NOTE 1.125% 3/1 · principal | 1,010,000 | $777K | New |
Total filed on the 13F, all lines: $17.4B.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -13.7% | 0.82% | −0.88 |
| HCA HCA Healthcare Inc. | Reduce -44.5% | 0.61% | −0.45 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.0% | 0.76% | −0.39 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.25 |
| GILD Gilead Sciences Inc. | Reduce -99.4% | 0.00% | −0.21 |
| RTX RTX Corp. | Reduce -20.5% | 0.81% | −0.18 |
| MDT Medtronic PLC | Reduce -3.0% | 1.30% | −0.17 |
| FDX FedEx Corp. | Reduce -95.3% | 0.01% | −0.16 |
| MNST Monster Beverage Corp. | Reduce -23.3% | 0.44% | −0.13 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -0.2% | 0.23% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -6.8% | 0.39% | −0.08 |
| AIN Albany Intl Corp. Class A | Sold out | 0.00% | −0.07 |
| CINF Cincinnati Financial Corp. | Reduce -0.0% | 1.29% | −0.07 |
| DUK Duke Energy Corp. | Reduce -8.8% | 0.34% | −0.07 |
| T AT&T Inc. | Reduce -10.1% | 0.42% | −0.07 |
| KBR KBR Inc. | Reduce -31.4% | 0.11% | −0.07 |
| CVS CVS Health Corp. | Reduce -13.3% | 0.31% | −0.06 |
| FOXA Fox Corp. Class A | Reduce -18.3% | 0.20% | −0.06 |
| ETR Entergy Corp. | Reduce -8.5% | 0.29% | −0.06 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.24% | −0.05 |
| SO The Southern Co. | Reduce -8.3% | 0.32% | −0.05 |
| PAYX Paychex Inc. | Reduce -4.6% | 0.27% | −0.05 |
| KRG Kite Realty Group Trust | Reduce -50.8% | 0.04% | −0.05 |
| CHE Chemed Corp. | Reduce -3.4% | 0.11% | −0.04 |
| ADC Agree Realty Corp. | Reduce -19.4% | 0.10% | −0.04 |
| YUM Yum! Brands Inc. | Reduce -1.2% | 0.27% | −0.04 |
| SLB SLB Ltd. | Reduce -0.3% | 0.12% | −0.04 |
| PM Philip Morris International | Reduce -9.2% | 1.59% | −0.04 |
| EHC Encompass Health Corp. | Reduce -28.0% | 0.15% | −0.03 |
| SYY Sysco Corp. | Reduce -4.7% | 0.32% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -10.4% | 0.49% | −0.03 |
| EXP Eagle Materials Inc. | Reduce -12.3% | 0.09% | −0.03 |
| MMSI Merit Medical Systems Inc. | Reduce -8.5% | 0.10% | −0.03 |
| CHH Choice Hotels Intl Inc. | Reduce -0.0% | 0.26% | −0.03 |
| APLE Apple Hospitality REIT Inc. | Reduce -28.7% | 0.04% | −0.03 |
| TUSI Touchstone Ultra Short Incom | Reduce -1.3% | 0.32% | −0.03 |
| VFC VF Corp. | Reduce -0.5% | 0.06% | −0.02 |
| TXRH Texas Roadhouse Inc. | Reduce -23.6% | 0.10% | −0.02 |
| LOPE Grand Canyon Education Inc. | Reduce -18.0% | 0.11% | −0.02 |
| ENSG The Ensign Group Inc. | Reduce -22.5% | 0.12% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -3.0% | 0.31% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.9% | 0.13% | −0.02 |
| STAG Stag Industrial Inc. | Reduce -7.5% | 0.12% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -9.4% | 0.26% | −0.02 |
| PGNY Progyny Inc. | Reduce -1.4% | 0.16% | −0.02 |
| OKE Oneok Inc. | Reduce -23.4% | 0.02% | −0.01 |
| CDP Copt Defense Properties | Reduce -5.5% | 0.11% | −0.01 |
| SHOO Steven Madden Ltd. | Reduce -0.3% | 0.07% | −0.01 |
| LRN Stride Inc. | Reduce -14.2% | 0.16% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.7% | 6.09% | +1.23 |
| META Meta Platforms Inc. Class A | Add +0.2% | 3.99% | +0.68 |
| NVDA Nvidia Corp. | Add +3.7% | 2.18% | +0.65 |
| AVGO Broadcom Inc. | Add +1.3% | 1.02% | +0.37 |
| DIS The Walt Disney Co. | Add +37.0% | 0.62% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.85% | +0.19 |
| UBER Uber Technologies Inc. | Add +42.6% | 0.41% | +0.17 |
| LVS Las Vegas Sands Corp. | Add +72.3% | 0.38% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +4.9% | 1.82% | +0.15 |
| LLY Eli Lilly & Co. | Add +1266.5% | 0.16% | +0.14 |
| ABCB Ameris Bancorp | New | 0.13% | +0.13 |
| USHY iShares Broad Usd High Yield | New | 0.12% | +0.12 |
| BA The Boeing Co. | Add +0.2% | 0.90% | +0.12 |
| BAC Bank of America Corp. | Add +0.8% | 1.63% | +0.11 |
| TXN Texas Instruments Inc. | Add +0.8% | 1.29% | +0.11 |
| C Citigroup Inc. | Add +39.0% | 0.27% | +0.10 |
| DINO HF Sinclair Corp. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.48% | +0.08 |
| MCHP Microchip Technology Inc. | Add +1.1% | 0.25% | +0.07 |
| DV Doubleverify Holdings Inc. | Add +99.6% | 0.13% | +0.07 |
| HUBB Hubbell Inc. | Add +0.3% | 0.42% | +0.06 |
| BKNG Booking Holdings Inc. | Add +1.8% | 0.34% | +0.06 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.53% | +0.05 |
| DE Deere & Co. | Add +25.5% | 0.25% | +0.05 |
| ABNB Airbnb Inc. Class A | Add +3.6% | 0.71% | +0.05 |
| DSP Viant Technology Inc. Class A | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.9% | 0.40% | +0.05 |
| RNG Ringcentral Inc. Class A | Add +27.1% | 0.16% | +0.04 |
| DG Dollar General Corp. | Add +1.5% | 0.21% | +0.04 |
| NKE Nike Inc. Class B | Add +19.9% | 0.18% | +0.04 |
| ADI Analog Devices Inc. | Add +0.3% | 0.36% | +0.04 |
| MS Morgan Stanley | Add +2.5% | 0.25% | +0.03 |
| EVR Evercore Inc. Class A | Add +4.0% | 0.13% | +0.03 |
| FSS Federal Signal Corp. | Add +0.9% | 0.11% | +0.03 |
| DTM DT Midstream Inc. | New | 0.03% | +0.03 |
| AEIS Advanced Energy Industries | Add +7.3% | 0.10% | +0.03 |
| CARG Cargurus Inc. | Add +6.8% | 0.19% | +0.03 |
| HAE Haemonetics Corp. | Add +0.3% | 0.22% | +0.02 |
| UNP Union Pacific Corp. | Add +17.0% | 0.28% | +0.02 |
| FND Floor & Decor Holdings Inc. Class A | Add +36.1% | 0.10% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +5.0% | 0.15% | +0.02 |
| TLCI Touchstone Intl Eqty ETF | Add +33.3% | 0.06% | +0.02 |
| SLGN Silgan Holdings Inc. | Add +11.8% | 0.15% | +0.02 |
| DOCS Doximity Inc. Class A | Add +20.8% | 0.09% | +0.02 |
| WHD Cactus Inc. Class A | Add +26.8% | 0.13% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +12.8% | 0.07% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +4.7% | 0.30% | +0.01 |
| PVH PVH Corp. | Add +15.8% | 0.10% | +0.01 |
| FLQM Franklin U.S. Mid Cap Multif | Add +284.1% | 0.02% | +0.01 |
| BOX Box Inc. Class A | Add +8.4% | 0.10% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| CABLE ONE INC (CABO 1.125 03/15/28) | NOTE 1.125% 3/1 · principal | New | 1,010,000 | $777K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 420 | $19.9B | GOOG, MSFT, AAPL, CTAS, NVDA |
| Q1 2026 | 417 | $18.1B | MSFT, GOOG, CTAS, AAPL, META |
| Q4 2025 | 415 | $18.8B | MSFT, GOOG, CTAS, AAPL, META |
| Q3 2025 | 413 | $18.5B | MSFT, CTAS, AAPL, META, GOOG |
| Q2 2025 | 395 | $17.4B | MSFT, CTAS, META, AAPL, GOOG |
| Q1 2025 | 394 | $16.3B | CTAS, MSFT, AAPL, META, GOOG |
| Q4 2024 | 398 | $16.7B | MSFT, CTAS, AAPL, META, GOOG |
| Q3 2024 | 403 | $16.4B | MSFT, CTAS, AAPL, META, GOOG |
| Q2 2024 | 397 | $15.3B | MSFT, CTAS, AAPL, META, GOOG |
| Q1 2024Amended | 397 | $15.5B | MSFT, CTAS, AAPL, META, GOOG |