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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001386060
Total reported value
$112.6B
$112.6B
704 檔
5.7%
At the close of Q3 2024, Boston Partners disclosed equity holdings valued at approximately $112.6B, spread across 704 reported holdings.
During Q3 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, ORCL, AZO) accounted for 5.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 704 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | -0.02% | -3.92% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 1.48% | -0.10% | -0.87% | |
| 3 | AZO | Autozone Inc | Stock-Consumer Disc | 1.33% | -0.10% | -8.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.01% | -15.93% | |
| 5 | COR | Cencora Inc | Stock-Healthcare | 1.30% | -0.25% | -2.76% | |
| 6 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.15% | +0.01% | +4.43% | |
| 7 | FIS | Fidelity National Info Serv | Stock-Tech | 1.14% | -0.01% | +7.82% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | +0.03% | +4.93% | |
| 9 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.01% | — | +12.05% | |
| 10 | FLEX | Flex Ltd. | Stock-Tech | 1.01% | +0.34% | +3.89% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.29% | -0.06% | |
| 12 | FANG | Diamondback Energy Inc | Stock-Energy | 0.94% | -0.27% | +34.05% | |
| 13 | CRH | CRH plc | Stock-Materials | 0.94% | +0.24% | +3.65% | |
| 14 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.92% | +0.11% | -16.49% | |
| 15 | MCHP | Microchip Technology Inc | Stock-Tech | 0.92% | +0.17% | +28.75% | |
| 16 | MAS | Masco CORP | Stock-Industrials | 0.89% | +0.05% | -0.93% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.03% | -0.10% | |
| 18 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.85% | -0.23% | +64.26% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | -0.02% | +0.09% | |
| 20 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.82% | +0.08% | +49.50% | |
| 21 | DFSEUR | Discover Financial Services | Stock-Other | 0.82% | — | +192.30% | |
| 22 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.81% | -0.30% | +0.09% | |
| 23 | CNC | Centene CORP | Stock-Healthcare | 0.81% | +0.01% | +11.36% | |
| 24 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.80% | -0.07% | +20.65% | |
| 25 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.79% | -0.05% | -3.24% | |
| 26 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.77% | +0.15% | -12.78% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.77% | +0.11% | -13.62% | |
| 28 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.76% | -0.24% | -0.73% | |
| 29 | TXT | Textron Inc | Stock-Industrials | 0.75% | -0.02% | +1.80% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.02% | +0.09% | |
| 31 | AON | Aon plc | Stock-Financials | 0.73% | -0.04% | +33.27% | |
| 32 | ALLE | Allegion plc | Stock-Industrials | 0.73% | -0.10% | +0.63% | |
| 33 | FTV | Fortive CORP | Stock-Tech | 0.72% | — | +13.30% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.72% | +0.57% | +6.92% | |
| 35 | CPAY | Corpay Inc | Stock-Tech | 0.71% | +0.09% | +7.74% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.71% | +0.22% | +61.43% | |
| 37 | CI | THE Cigna Group | Stock-Healthcare | 0.70% | -0.01% | +6.46% | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.70% | -0.15% | +12.89% | |
| 39 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.69% | — | -9.54% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.68% | +0.05% | -0.73% | |
| 41 | FITB | Fifth Third Bancorp | Stock-Financials | 0.67% | -0.01% | -3.13% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | +0.05% | -15.02% | |
| 43 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.66% | -0.14% | +18.96% | |
| 44 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.65% | — | +42.69% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.64% | +0.20% | +1.56% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.01% | -28.73% | |
| 47 | EG | Everest Group, Ltd. | Stock-Financials | 0.63% | +0.01% | +11.72% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.07% | -20.57% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.63% | -0.02% | +4.03% | |
| 50 | KEYS | Keysight Technologies In | Stock-Tech | 0.61% | -0.73% | +43.56% |
According to official SEC Form 13F filings, Boston Partners reported a total U.S. public equity portfolio value of $112.6B across 704 disclosed positions in Q3 2024.
During Q3 2024, Boston Partners's top holdings by market value included JPM (2.2%)、ORCL (1.5%)、AZO (1.3%). The largest single position, JPM, represented 2.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 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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