DOSSIER · 13F-HR · Q1 2026

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

FORT WASHINGTON INVESTMENT /OH/'s family office based in New York, NY $18.1B in tracked AUM across 450 positions as of Q1 2026.

FW
FORT WASHINGTON INVESTMENT /OH/·New York, NY·Family Office
CIK 0001009016 · last filed Mar 31, 2026
Total AUM
$18.1B
12.0%
vs prior
Holdings
450
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Fort Washington Investment Advisors Inc /OH/
Portfolio Overview

Fort Washington Investment Advisors Inc /OH/ has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 152.4%, growing from $7.44 billion in the previous quarter to $18.78 billion. This dramatic increase in assets under management (AUM) is not solely attributable to market appreciation but is likel...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$804M2.2M4.4%
02
GOOG
ALPHABET INC-CL C
$737M2.6M4.1%
03
CTAS
CINTAS CORP
$719M4.3M4.0%
04
AAPL
APPLE INC
$670M2.6M3.7%
05
META
META PLATFORMS INC-CLASS A
$526M919K2.9%
06
NVDA
NVIDIA CORP
$478M2.7M2.6%
07
AMZN
AMAZON.COM INC
$445M2.1M2.5%
08
XOM
EXXON MOBIL CORP
$362M2.1M2.0%
09
IVV
ISHARES CORE S&P 500 ETF
$358M548K2.0%
10
BAC
BANK OF AMERICA CORP
$282M5.8M1.6%

Filing history

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