FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ — 13F Holdings & Portfolio

CIK 1009016 · latest 13F-HR filed 2026-10-15

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $19.70B in 13F-reported U.S. long-equity assets across 466 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSFT (5.77%), GOOG (4.34%), AAPL (4.14%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 32 new positions and exited 16; 102 existing positions rose in reported value and 195 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$19.70B

Long-equity book

Holdings
466

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+32 / −16 / ↑102 / ↓195

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 23, 2026.

Assets Under Management
$93.47B
Discretionary
$92.96B
Employees
157
Accounts
1,650
Address
303 BROADWAY
SUITE 1200
CINCINNATI, OH 45202
Phone
(513) 361-7600
Mailing Address
P.O. BOX 2388, CINCINNATI, OH, 45201-2388
Name Title / Status Ownership Type
BARRETT, JOHN, FINN ControlDIRECTOR
since Jan 2000
Less than 5%Individual
HENDERSON, DAVID, TODD ControlCHIEF RISK OFFICER
since Oct 2014
Less than 5%Individual
Henry, Scott ControlVICE PRESIDENT, CHIEF COMPLIANCE OFFICER
since Jul 2025
Less than 5%Individual
JOHNSON, JAY, VINCENT ControlTREASURER
since May 2018
Less than 5%Individual
NIEMEYER, JONATHAN, DAVID ControlDIRECTOR
since Mar 2016
Less than 5%Individual
RAHE, MARIBETH, SEMBACH ControlPRESIDENT & CEO
since Nov 2003
Less than 5%Individual
Rivers, Krista, L ControlMANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT
since Aug 2025
Less than 5%Individual
SHIPLEY, CHRISTOPHER ControlSENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER
since Jan 2024
Less than 5%Individual
Stainton, Jeffrey, Laurence ControlSECRETARY
since Mar 2016
Less than 5%Individual
Stofa, Tracey, Marie ControlMANAGING DIRECTOR, HEAD OF PRIVATE CLIENT GROUP
since Jul 2022
Less than 5%Individual
THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY ControlPARENT
since Dec 2006
75% or moreDomestic Entity
Ulland, Gerald, Joseph ControlDIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER
since Aug 2017
Less than 5%Individual
WALZER, ERIC, J ControlMANAGING DIRECTOR, INVESTMENT OPERATIONS
since Aug 2017
Less than 5%Individual
WUEBBLING, DONALD, JOSEPH ControlDIRECTOR
since Jun 1990
Less than 5%Individual
White, Brendan, Matthew ControlSENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER
since Apr 2016
Less than 5%Individual
WESTERN & SOUTHERN FINANCIAL GROUP, INC. Control
Indirect owner via THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY
PARENT
since Sep 2000
75% or moreDomestic Entity
WESTERN & SOUTHERN MUTUAL HOLDING COMPANY Control
Indirect owner via WESTERN & SOUTHERN FINANCIAL GROUP, INC.
PARENT
since Sep 2000
75% or moreDomestic Entity
Ownership & leadership changes · 20 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 31, 2025 filing
  • No longer listedSARGEN, NICHOLAS, PETER · DIRECTOR, SENIOR ECONOMIC ADVISOR · Less than 5% · control person · listed since Jun 2003
  • ChangedUlland, Gerald, Joseph · title CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER → DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER
Aug 15, 2025 filing
  • No longer listedO'CONNOR, JOHN, F. · MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT · Less than 5% · control person · listed since Sep 2022
  • AddedRivers, Krista, L · MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT · Less than 5% · control person
Jul 14, 2025 filing
  • No longer listedHAWKINS, MICHELE · CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 2004
  • AddedHenry, Scott · VICE PRESIDENT, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
May 1, 2025 filing
  • No longer listedTHE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY · PARENT · 75% or more · indirect via WESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC · control person · listed since Dec 2006
  • No longer listedWESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC · PARENT · 75% or more · control person · listed since Dec 2006
  • AddedTHE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY · PARENT · 75% or more · control person
Mar 28, 2025 filing
  • ChangedWALZER, ERIC, J · title VICE PRESIDENT, INVESTMENT OPERATIONS → MANAGING DIRECTOR, INVESTMENT OPERATIONS
Feb 18, 2025 filing
  • No longer listedWESTERN SOUTHERN FINANCIAL GROUP · PARENT · 75% or more · indirect via WESTERN SOUTHERN LIFE · control person · listed since Sep 2000
  • AddedWESTERN & SOUTHERN FINANCIAL GROUP, INC. · PARENT · 75% or more · indirect via THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY · control person
Mar 28, 2024 filing
  • ChangedUlland, Gerald, Joseph · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER
Feb 1, 2024 filing
  • No longer listedVANCE, JAMES, JOSEPH · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Oct 2020
  • AddedSHIPLEY, CHRISTOPHER · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
Oct 24, 2022 filing
  • No longer listedFLESHER, MARTIN, WESLEY · MANAGING DIRECTOR OF BUSINESS DEVELOPMENT AND SALES · Less than 5% · control person · listed since May 2017
  • AddedO'CONNOR, JOHN, F. · MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT · Less than 5% · control person
  • AddedStofa, Tracey, Marie · MANAGING DIRECTOR, HEAD OF PRIVATE CLIENT GROUP · Less than 5% · control person
  • ChangedUlland, Gerald, Joseph · title CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR, PRIVATE CLIENT GROUP → CHIEF FINANCIAL OFFICER
Oct 6, 2020 filing
  • No longer listedLanham, Roger, Michael · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Apr 2016
  • Listed againVANCE, JAMES, JOSEPH · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
Older changes (11 more filings)
Jun 19, 2019 filing
  • No longer listedMULLIN, STEPHEN, ROY · MANAGING DIRECTOR, PRIVATE CLIENT GROUP · Less than 5% · control person · listed since Mar 2015
  • ChangedSARGEN, NICHOLAS, PETER · title DIRECTOR, CHIEF ECONOMIST → DIRECTOR, SENIOR ECONOMIC ADVISOR
  • ChangedUlland, Gerald, Joseph · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR, PRIVATE CLIENT GROUP
Nov 8, 2018 filing
  • No longer listedVANCE, JAMES, JOSEPH · TREASURER · Less than 5% · control person · listed since Jun 1997
  • AddedJOHNSON, JAY, VINCENT · TREASURER · Less than 5% · control person
Mar 27, 2018 filing
  • AddedMULLIN, STEPHEN, ROY · MANAGING DIRECTOR, PRIVATE CLIENT GROUP · Less than 5% · control person
Sep 29, 2017 filing
  • ChangedWALZER, ERIC, J · title MANAGING,DIRECTOR OF SECURITIES OPERATIONS AND MARKETING → VICE PRESIDENT, INVESTMENT OPERATIONS
Aug 1, 2017 filing
  • No longer listedFRIETCH, MARK, ANDREW · MANAGING,DIRECTOR OF SECURITIES OPERATIONS AND MARKETING · Less than 5% · control person · listed since Jan 2002
  • No longer listedMEEK, JEFFREY, DAVID · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Mar 2014
  • AddedUlland, Gerald, Joseph · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • AddedWALZER, ERIC, J · MANAGING,DIRECTOR OF SECURITIES OPERATIONS AND MARKETING · Less than 5% · control person
Jun 2, 2017 filing
  • No longer listedBELL, MARGARET, CREGOR · MANAGING DIRECTOR OF BUSINESS DEVELOPMENT AND SALES · Less than 5% · control person · listed since Jul 2004
  • AddedFLESHER, MARTIN, WESLEY · MANAGING DIRECTOR OF BUSINESS DEVELOPMENT AND SALES · Less than 5% · control person
Mar 30, 2016 filing
  • No longer listedKREIDER, STEVEN, KENNETH · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since May 2014
  • No longer listedWALKER, ROBERT, LEWIS · DIRECTOR · Less than 5% · control person · listed since Jan 2004
  • AddedLanham, Roger, Michael · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedStainton, Jeffrey, Laurence · SECRETARY · Less than 5% · control person
  • AddedWhite, Brendan, Matthew · SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ChangedNIEMEYER, JONATHAN, DAVID · title SECRETARY → DIRECTOR
Nov 19, 2014 filing
  • AddedHENDERSON, DAVID, TODD · CHIEF RISK OFFICER · Less than 5% · control person
Jun 30, 2014 filing
  • AddedKREIDER, STEVEN, KENNETH · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ChangedSARGEN, NICHOLAS, PETER · title CHIEF INVESTMENT OFFICER → DIRECTOR, CHIEF ECONOMIST
Mar 28, 2014 filing
  • No longer listedWIEDENHEFT, TERRIE, ANN · SR VICE PRESIDENT · Less than 5% · control person · listed since Jun 2000
  • AddedMEEK, JEFFREY, DAVID · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
  • ListedBARRETT, JOHN, FINN · DIRECTOR · Less than 5% · control person
  • ListedBELL, MARGARET, CREGOR · MANAGING DIRECTOR OF BUSINESS DEVELOPMENT AND SALES · Less than 5% · control person
  • ListedFRIETCH, MARK, ANDREW · MANAGING,DIRECTOR OF SECURITIES OPERATIONS AND MARKETING · Less than 5% · control person
  • ListedHAWKINS, MICHELE · CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR · Less than 5% · control person
  • ListedNIEMEYER, JONATHAN, DAVID · SECRETARY · Less than 5% · control person
  • ListedRAHE, MARIBETH, SEMBACH · PRESIDENT & CEO · Less than 5% · control person
  • ListedSARGEN, NICHOLAS, PETER · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedTHE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY · PARENT · 75% or more · indirect via WESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC · control person
  • ListedVANCE, JAMES, JOSEPH · TREASURER · Less than 5% · control person
  • ListedWALKER, ROBERT, LEWIS · DIRECTOR · Less than 5% · control person
  • ListedWESTERN & SOUTHERN INVESTMENT HOLDINGS, LLC · PARENT · 75% or more · control person
  • ListedWESTERN & SOUTHERN MUTUAL HOLDING COMPANY · PARENT · 75% or more · indirect via WESTERN & SOUTHERN FINANCIAL GROUP, INC. · control person
  • ListedWESTERN SOUTHERN FINANCIAL GROUP · PARENT · 75% or more · indirect via WESTERN SOUTHERN LIFE · control person
  • ListedWIEDENHEFT, TERRIE, ANN · SR VICE PRESIDENT · Less than 5% · control person
  • ListedWUEBBLING, DONALD, JOSEPH · DIRECTOR · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 102 →

Top Trims

Show all 195 →

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $1.14B 5.77% 2,217,253 SH
2 ALPHABET INC-CL C GOOG 02079K107 $855.6M 4.34% 2,510,887 SH
3 APPLE INC AAPL 037833100 $816.3M 4.14% 2,451,307 SH
4 CINTAS CORP CTAS 172908105 $812.8M 4.13% 4,167,137 SH
5 META PLATFORMS INC-CLASS A META 30303M102 $680.3M 3.45% 938,148 SH
6 NVIDIA CORP NVDA 67066G104 $641.2M 3.25% 2,807,603 SH
7 AMAZON.COM INC AMZN 023135106 $577.1M 2.93% 2,316,400 SH
8 VISA INC-CLASS A SHARES V 92826C839 $314.8M 1.60% 876,124 SH
9 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $304.4M 1.54% 1,870,509 SH
10 TAIWAN SEMICONDUCTOR-SP ADR TSM 874039100 $297.9M 1.51% 653,095 SH
11 BANK OF AMERICA CORP BAC 060505104 $283.7M 1.44% 5,213,097 SH
12 FIFTH THIRD BANCORP FITB 316773100 $283.7M 1.44% 5,609,263 SH
13 BROADCOM INC AVGO 11135F101 $262.7M 1.33% 748,161 SH
14 PHILIP MORRIS INTERNATIONAL PM 718172109 $261.7M 1.33% 1,371,443 SH
15 SCHWAB (CHARLES) CORP SCHW 808513105 $247.0M 1.25% 2,527,575 SH
16 CINCINNATI FINANCIAL CORP CINF 172062101 $238.1M 1.21% 1,493,804 SH
17 APPLIED MATERIALS INC AMAT 038222105 $227.6M 1.16% 445,079 SH
18 MEDTRONIC PLC MDT G5960L103 $218.4M 1.11% 2,531,504 SH
19 SALESFORCE INC CRM 79466L302 $200.7M 1.02% 874,178 SH
20 BECTON DICKINSON AND CO BDX 075887109 $199.1M 1.01% 1,112,534 SH
21 DEERE & CO DE 244199105 $188.4M 0.96% 280,508 SH
22 UNITEDHEALTH GROUP INC UNH 91324P102 $176.2M 0.89% 480,050 SH
23 ORACLE CORP ORCL 68389X105 $169.3M 0.86% 1,233,363 SH
24 TOUCHSTONE STRTG IN ETF-IUSD SIO 89157W202 $163.6M 0.83% 6,652,036 SH
25 ISHARES CORE S&P 500 ETF IVV 464287200 $157.1M 0.80% 205,144 SH
26 AIRBNB INC-CLASS A ABNB 009066101 $154.9M 0.79% 963,956 SH
27 BOEING CO/THE BA 097023105 $140.4M 0.71% 754,510 SH
28 TEXAS INSTRUMENTS INC TXN 882508104 $138.2M 0.70% 493,241 SH
29 CENCORA INC COR 03073E105 $129.6M 0.66% 431,763 SH
30 MARKEL GROUP INC MKL 570535104 $128.9M 0.65% 75,262 SH
31 INTL FLAVORS & FRAGRANCES IFF 459506101 $120.6M 0.61% 1,444,537 SH
32 WALT DISNEY CO/THE DIS 254687106 $118.6M 0.60% 1,130,222 SH
33 STANLEY BLACK & DECKER INC SWK 854502101 $116.2M 0.59% 1,312,165 SH
34 JONES LANG LASALLE INC JLL 48020Q107 $115.3M 0.59% 377,526 SH
35 PROCTER & GAMBLE CO/THE PG 742718109 $114.4M 0.58% 787,724 SH
36 BERKSHIRE HATHAWAY INC-CL B BRK.B 084670702 $111.5M 0.57% 223,990 SH
37 BRISTOL-MYERS SQUIBB CO BMY 110122108 $107.1M 0.54% 1,716,740 SH
38 JOHNSON & JOHNSON JNJ 478160104 $107.1M 0.54% 404,591 SH
39 LPL FINANCIAL HOLDINGS INC LPLA 50212V100 $106.9M 0.54% 349,606 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $105.1M 0.53% 317,745 SH
41 MICRON TECHNOLOGY INC MU 595112103 $103.2M 0.52% 96,898 SH
42 STRYKER CORP SYK 863667101 $101.2M 0.51% 367,335 SH
43 WORKDAY INC-CLASS A WDAY 98138H101 $98.7M 0.50% 518,185 SH
44 TOUCHSTONE SECURITIZED INC TSEC 89157W707 $97.5M 0.49% 3,885,408 SH
45 FIRST FINANCIAL BANCORP FFBC 320209109 $96.8M 0.49% 3,089,306 SH
46 COMCAST CORP-CLASS A CMCSA 20030N101 $94.4M 0.48% 4,337,041 SH
47 CHEVRON CORP CVX 166764100 $94.1M 0.48% 460,621 SH
48 CISCO SYSTEMS INC CSCO 17275R102 $91.0M 0.46% 845,060 SH
49 QUALCOMM INC QCOM 747525103 $89.3M 0.45% 485,029 SH
50 TOUCHSTONE ULTRA SHORT INCOM TUSI 89157W301 $85.9M 0.44% 3,406,996 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $19.70B 466 0001193125-26-422223
2026-06-30 2026-07-17 $19.89B 452 0001193125-26-307398
2026-03-31 2026-04-22 $18.08B 450 0001193125-26-168369
2025-12-31 2026-01-13 $18.78B 457 0001193125-26-011514
Filer Information
Address
303 BROADWAY
SUITE 1200
CINCINNATI, OH 45202
Phone
(513) 361-7612
Filing Manager
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Cincinnati, OH
Signatory
Maribeth Rahe
President & CEO