COMERICA BANK — 13F Holdings & Portfolio
CIK 901541 · latest 13F-HR filed 2026-01-29
COMERICA BANK manages $25.06B in 13F-reported U.S. long-equity assets across 6,347 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are LLY (4.74%), AAPL (2.79%), MSFT (2.61%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 139 new positions, exited 138, added to 1,052, and trimmed 1,524.
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.
$25.06B
Long-equity book
6,347
Distinct positions
2025-12-31
Filed 2026-01-29
+139 / −138 / ↑1052 / ↓1524
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ELI LILLY & CO$455.8M +40.0%
- ISHARES TR$87.8M +52.0%
- ISHARES TR$66.8M +40.1%
- ALPHABET INC$66.7M +20.1%
- ALPHABET INC$56.0M +22.0%
Top Trims
- COMFORT SYS USA INC-$126.4M -96.7%
- MICROSOFT CORP-$104.3M -11.5%
- TAPESTRY INC-$58.8M -90.1%
- NVIDIA CORPORATION-$56.4M -7.4%
- AXON ENTERPRISE INC-$50.1M -90.1%
New Positions
- QNITY ELECTRONICS INC$3.7M
- SOLSTICE ADVANCED MATLS INC$2.9M
- BNY MELLON ETF TRUST$2.1M
- BETTER HOME & FINANCE HOLDIN$1.8M
- NEPTUNE INS HLDGS INC$1.5M
Exited Positions
- KELLANOVA$5.1M
- MR COOPER GROUP INC$4.3M
- 89BIO INC$2.8M
- INTERPUBLIC GROUP COS INC$2.3M
- PREMIER INC$1.7M
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 | ELI LILLY & CO | LLY | 532457108 | $1.19B | 4.74% | 1,104,945 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $699.3M | 2.79% | 2,572,320 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $654.8M | 2.61% | 1,353,951 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $594.2M | 2.37% | 3,186,154 | SH |
| 5 | ISHARES TR | IVV | 464287200 | $507.8M | 2.03% | 741,410 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $408.8M | 1.63% | 380,415 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $348.4M | 1.39% | 1,509,352 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $307.4M | 1.23% | 982,095 | SH |
| 9 | BROADCOM INC | AVGO | 11135F101 | $266.1M | 1.06% | 768,878 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $264.3M | 1.05% | 842,251 | SH |
| 11 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $259.7M | 1.04% | 380,812 | SH |
| 12 | ISHARES TR | AGG | 464287226 | $247.0M | 0.99% | 2,473,369 | SH |
| 13 | ISHARES TR | IWF | 464287614 | $245.5M | 0.98% | 518,642 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $222.9M | 0.89% | 337,631 | SH |
| 15 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $215.5M | 0.86% | 668,759 | SH |
| 16 | ISHARES TR | EFA | 464287465 | $205.8M | 0.82% | 2,142,587 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $197.5M | 0.79% | 288,398 | SH |
| 18 | ISHARES TR | IWD | 464287598 | $180.4M | 0.72% | 857,517 | SH |
| 19 | ISHARES TR | IWB | 464287622 | $175.2M | 0.70% | 469,194 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $175.1M | 0.70% | 644,242 | SH |
| 21 | VISA INC | V | 92826C839 | $153.6M | 0.61% | 438,085 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $147.3M | 0.59% | 304,642 | SH |
| 23 | TESLA INC | TSLA | 88160R101 | $145.4M | 0.58% | 323,237 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $130.0M | 0.52% | 258,706 | SH |
| 25 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $129.0M | 0.51% | 400,312 | SH |
| 26 | EXXON MOBIL CORP | XOM | 30231G102 | $120.7M | 0.48% | 1,003,214 | SH |
| 27 | ABBVIE INC | ABBV | 00287Y109 | $118.5M | 0.47% | 518,418 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $118.2M | 0.47% | 571,053 | SH |
| 29 | ISHARES TR | IJH | 464287507 | $114.1M | 0.46% | 1,728,322 | SH |
| 30 | ISHARES TR | IJR | 464287804 | $112.8M | 0.45% | 938,239 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $109.1M | 0.44% | 584,941 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $102.0M | 0.41% | 3,114,899 | SH |
| 33 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $99.4M | 0.40% | 1,591,286 | SH |
| 34 | HOME DEPOT INC | HD | 437076102 | $97.8M | 0.39% | 284,267 | SH |
| 35 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $97.8M | 0.39% | 1,290,208 | SH |
| 36 | HOME DEPOT INC | HD | 437076102 | $95.7M | 0.38% | 278,045 | SH |
| 37 | VANGUARD BD INDEX FDS | BIV | 921937819 | $95.5M | 0.38% | 1,226,599 | SH |
| 38 | VANGUARD WORLD FD | MGK | 921910816 | $91.2M | 0.36% | 221,012 | SH |
| 39 | WALMART INC | WMT | 931142103 | $90.4M | 0.36% | 811,841 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $90.4M | 0.36% | 288,829 | SH |
| 41 | ISHARES TR | IEFA | 46432F842 | $89.6M | 0.36% | 1,002,054 | SH |
| 42 | MASTERCARD INCORPORATED | MA | 57636Q104 | $85.1M | 0.34% | 149,030 | SH |
| 43 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $78.4M | 0.31% | 160,969 | SH |
| 44 | ISHARES TR | IVW | 464287309 | $78.0M | 0.31% | 632,710 | SH |
| 45 | ORACLE CORP | ORCL | 68389X105 | $76.9M | 0.31% | 394,491 | SH |
| 46 | COSTCO WHSL CORP NEW | COST | 22160K105 | $76.2M | 0.30% | 88,318 | SH |
| 47 | PROCTER AND GAMBLE CO | PG | 742718109 | $75.7M | 0.30% | 528,052 | SH |
| 48 | VANGUARD INDEX FDS | VTI | 922908769 | $75.3M | 0.30% | 224,742 | SH |
| 49 | AMAZON COM INC | AMZN | 023135106 | $74.7M | 0.30% | 323,584 | SH |
| 50 | ISHARES INC | IEMG | 46434G103 | $74.0M | 0.30% | 1,100,213 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-29 | $25.06B | 6,347 | 0001193125-26-029568 |
| 2025-09-30 | 2025-11-14 | $26.58B | 6,393 | 0001193125-25-280760 |