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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001386060
Total reported value
$112.6B
$112.6B
766 檔
5.6%
In Q1 2024, Boston Partners's U.S. equity holdings reached a combined market value of $112.6B, distributed across 766 disclosed stock positions.
During Q1 2024, Boston Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPM, AZO, GOOGL) accounted for 5.6% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 766 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.02% | -0.39% | |
| 2 | AZO | Autozone Inc | Stock-Consumer Disc | 1.43% | -0.10% | +1.66% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.01% | +0.31% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.01% | +0.97% | |
| 5 | COR | Cencora Inc | Stock-Healthcare | 1.19% | -0.25% | +2.20% | |
| 6 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 1.06% | +0.11% | +3.55% | |
| 7 | PSX | Phillips 66 | Stock-Energy | 1.06% | -0.07% | +41.36% | |
| 8 | DELL | Dell Technologies -c | Stock-Tech | 1.05% | +0.57% | -19.48% | |
| 9 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.05% | +0.15% | -1.61% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.04% | +0.01% | -16.58% | |
| 11 | CVE | Cenovus Energy Inc | Stock-Energy | 1.00% | -0.08% | +29.00% | |
| 12 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.93% | +0.01% | +20.44% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.10% | +32.29% | |
| 14 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.88% | — | +157.06% | |
| 15 | AVTR | Avantor Inc | Stock-Healthcare | 0.87% | — | +2.23% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 0.83% | -0.07% | -12.35% | |
| 17 | TXT | Textron Inc | Stock-Industrials | 0.81% | -0.02% | +1.42% | |
| 18 | MCHP | Microchip Technology Inc | Stock-Tech | 0.81% | +0.17% | +10.75% | |
| 19 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.81% | -0.05% | -3.52% | |
| 20 | CNC | Centene CORP | Stock-Healthcare | 0.81% | +0.01% | +0.38% | |
| 21 | ALLE | Allegion plc | Stock-Industrials | 0.80% | -0.10% | +1.48% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 0.80% | +0.11% | +0.80% | |
| 23 | CRH | CRH plc | Stock-Materials | 0.77% | +0.24% | -7.31% | |
| 24 | GPN | Global Payments Inc | Stock-Industrials | 0.76% | — | +0.25% | |
| 25 | SLB | Slb LTD | Stock-Energy | 0.76% | -0.15% | +35.81% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.26% | +4.15% | |
| 27 | SNY | Sanofi-adr | Stock-Healthcare | 0.76% | -0.03% | +0.26% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.03% | +27.40% | |
| 29 | MAS | Masco CORP | Stock-Industrials | 0.74% | +0.05% | -13.58% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.74% | +0.04% | +4.08% | |
| 31 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.71% | -0.30% | +13.09% | |
| 32 | CI | THE Cigna Group | Stock-Healthcare | 0.70% | -0.01% | -1.25% | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.68% | -0.08% | +1.32% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.01% | +202.54% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 0.68% | -0.02% | +27.86% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.68% | -0.06% | +10.30% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | +0.05% | -1.32% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.67% | — | -24.47% | |
| 39 | AME | Ametek Inc | Stock-Industrials | 0.67% | +0.03% | +3.04% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.64% | +0.31% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.66% | -0.02% | -2.20% | |
| 42 | FTV | Fortive CORP | Stock-Tech | 0.66% | — | +19.29% | |
| 43 | CPAY | Corpay Inc | Stock-Tech | 0.66% | +0.09% | — | |
| 44 | FLEX | Flex Ltd. | Stock-Tech | 0.65% | +0.34% | +113.76% | |
| 45 | FANG | Diamondback Energy Inc | Stock-Energy | 0.65% | -0.27% | +235.61% | |
| 46 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.64% | — | -2.71% | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.64% | +0.01% | -14.27% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.02% | +10.61% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.64% | +0.22% | +1.37% | |
| 50 | DFSEUR | Discover Financial Services | Stock-Other | 0.63% | — | -55.33% |
According to official SEC Form 13F filings, Boston Partners reported a total U.S. public equity portfolio value of $112.6B across 766 disclosed positions in Q1 2024.
During Q1 2024, Boston Partners's top holdings by market value included JPM (2.2%)、AZO (1.4%)、GOOGL (1.4%). The largest single position, JPM, represented 2.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q1 2024, Boston Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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