Boston Partners

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$95.5B

Reporting period: 2026-03-31 · Number of holdings: 1772

Boston Partners disclosed 1772 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $95.5B and a quarterly turnover rate of 25.8%.

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Personality snowflake

Concentration: 2.42
Portfolio Stability: 25.83
Momentum/Contrarian: 100
Sector conviction: 36.87
Diversification: 100
Sizing Uniformity: 80.91

Recent moves

Trim UNH
-87.6%　-$549.5M
Trim MDT
-69.9%　-$471.4M
Add V
+315.0%　$412.1M
Add MPC
-7.7%　$381.0M
Add SLB
+59.8%　$364.7M
Trim AZO
-42.5%　-$343.6M

Holdings Map

New buyAddUnchangedTrim

Institutional Game-State Analysis

Core Intent

The fund is actively rotating capital this quarter, shedding mature healthcare names (UNH, MDT) and selling AZNN while accelerating stakes in digital infrastructure (MRVL) and payment networks (V). This is a clear pursuit of alpha through cyclical tech execution rather than defensive compounding.

Macro & Fundamentals

The portfolio locks into an AI-capex expansion regime paired with resilient consumer spend, while shorting the crowded biotech consolidation trade. The opposing thesis argues that legacy healthcare valuations still hold upside, and this 767-stock broad mandate traps alpha in low-beta drag.

Blind Spots / Risks

Position-sizing discipline scores 80.91, yet a coefficient of variation at 1.91 exposes a structural leverage trap where tail-heavy weights dilute concentrated alpha generators. The 25.83% turnover ratio directly incinerates compounding via transaction costs, leaving the portfolio overexposed to positioning squeezes if momentum stalls in already-priced-in names.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice.

Top 10 holdings by weight

Full holdings list this quarter

Showing top 767 holdings (of 1772 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JPM	Jpmorgan Chase & Co	Stock-Financials	2.17%	-0.24%	-2.47%
2	USFD	US Foods Holding CORP	Stock-Consumer Staples	1.58%	+0.31%	+1.18%
3	COR	Cencora INC	Stock-Healthcare	1.48%	—	+6.82%
4	MPC	Marathon Petroleum CORP	Stock-Energy	1.44%	+0.41%	-7.69%
5	LPLA	Lpl Financial Holdings INC	Stock-Financials	1.30%	—	+16.37%
6	FANG	Diamondback Energy INC	Stock-Energy	1.19%	+0.32%	+3.42%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	1.19%	—	+9.95%
8	KGC	Kinross Gold CORP	Stock-Materials	1.16%	—	-8.46%
9	MCK	Mckesson CORP	Stock-Healthcare	1.05%	—	-6.07%
10	MCHP	Microchip Technology INC	Stock-Tech	1.00%	—	-3.03%
11	PM	Philip Morris International	Stock-Consumer Staples	1.00%	—	-8.58%
12	MU	Micron Technology INC	Stock-Tech	1.00%	—	-20.60%
13	CRH	CRH plc	Stock-Materials	0.99%	-0.14%	+2.90%
14	AMAT	Applied Materials INC	Stock-Tech	0.98%	+0.24%	-1.65%
15	FE	Firstenergy CORP	Stock-Utilities	0.94%	—	-0.98%
16	COP	Conocophillips	Stock-Energy	0.94%	+0.30%	+2.46%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	0.90%	—	+34.34%
18	FLEX	Flex Ltd.	Stock-Tech	0.89%	—	+7.35%
19	WFC	Wells Fargo & Co	Stock-Financials	0.87%	—	+9.12%
20	DIS	Walt Disney Co/the	Stock-Comm Services	0.85%	—	+4.67%
21	KEYS	Keysight Technologies In	Stock-Tech	0.83%	—	-30.28%
22	DGX	Quest Diagnostics INC	Stock-Healthcare	0.82%	—	+2.53%
23	HBAN	Huntington Bancshares INC	Stock-Financials	0.82%	-0.24%	-14.81%
24	LHX	L3harris Technologies INC	Stock-Industrials	0.82%	—	-5.69%
25	ODFL	Old Dominion Freight Line	Stock-Industrials	0.82%	—	-3.19%
26	GS	Goldman Sachs Group INC	Stock-Financials	0.81%	—	+3.64%
27	SYY	Sysco CORP	Stock-Consumer Staples	0.79%	—	-1.39%
28	ABBV	Abbvie INC	Stock-Healthcare	0.78%	—	+1.00%
29	UBER	Uber Technologies INC	Stock-Industrials	0.77%	—	+13.10%
30	MS	Morgan Stanley	Stock-Financials	0.76%	—	+16.34%
31	THC	Tenet Healthcare CORP	Stock-Healthcare	0.76%	—	+5.29%
32	IQV	Iqvia Holdings INC	Stock-Healthcare	0.76%	-0.20%	+3.71%
33	HON	Honeywell International INC	Stock-Industrials	0.75%	—	-6.60%
34	CPAY	Corpay INC	Stock-Tech	0.74%	+0.17%	+31.79%
35	FDX	Fedex CORP	Stock-Industrials	0.74%	—	-3.24%
36	SLB	Slb LTD	Stock-Energy	0.72%	+0.38%	+59.85%
37	ETR	Entergy CORP	Stock-Utilities	0.72%	—	-8.03%
38	URI	United Rentals INC	Stock-Industrials	0.70%	—	+18.16%
39	ALLE	Allegion plc	Stock-Industrials	0.68%	—	-3.59%
40	RS	Reliance INC	Stock-Materials	0.67%	—	-3.52%
41	LH	Labcorp Holdings INC	Stock-Healthcare	0.66%	+0.16%	+23.78%
42	AON	Aon plc	Stock-Financials	0.66%	—	+19.57%
43	DELL	Dell Technologies -c	Stock-Tech	0.65%	—	-18.54%
44	AXP	American Express Co	Stock-Financials	0.65%	-0.15%	-1.30%
45	NXPI	NXP Semiconductors N.V.	Stock-Tech	0.65%	—	+10.36%
46	MRVL	Marvell Technology INC	Stock-Tech	0.64%	+0.64%	NEW
47	GILD	Gilead Sciences INC	Stock-Healthcare	0.62%	—	+0.82%
48	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.60%	—	+188.93%
49	CMI	Cummins INC	Stock-Industrials	0.60%	—	-3.23%
50	FTI	TechnipFMC plc	Stock-Energy	0.60%	+0.15%	-14.92%

1–50 of 767

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1772	$95.5B	26	1JPM 2USFD 3COR Top holdings2026-03-31 1.JPM 2.USFD 3.COR 4.MPC 5.LPLA 6.FANG 7.AMZN 8.KGC 9.MCK 10.MCHP
2025-12-31	1747	$96.6B	22	1JPM 2COR 3LPLA Top holdings2025-12-31 1.JPM 2.COR 3.LPLA 4.USFD 5.AMZN 6.KGC 7.CRH 8.HBAN 9.MU 10.PM
2025-09-30	1840	$97.4B	46	1JPM 2COR 3USFD Top holdings2025-09-30 1.JPM 2.COR 3.USFD 4.LPLA 5.MPC 6.AZO 7.CRH 8.PM 9.KGC 10.FLEX
2025-06-30	1708	$90.0B	0	1JPM 2LPLA 3COR Top holdings2025-06-30 1.JPM 2.LPLA 3.COR 4.AZO 5.USFD 6.PM 7.ORCL 8.MCHP 9.FLEX 10.MPC
2025-03-31	1694	$82.7B	100	1JPM 2COR 3ABBV Top holdings2025-03-31 1.JPM 2.COR 3.ABBV 4.AZO 5.LPLA 6.SYY 7.USFD 8.UNH 9.GOOGL 10.PM
2024-12-31	1704	$82.2B	0	1JPM 2LPLA 3GOOGL Top holdings2024-12-31 1.JPM 2.LPLA 3.GOOGL 4.COR 5.AZO 6.ORCL 7.ABBV 8.FLEX 9.HBAN 10.FIS
2024-09-30	1745	$84.7B	0	1JPM 2ORCL 3AZO Top holdings2024-09-30 1.JPM 2.ORCL 3.AZO 4.GOOGL 5.COR 6.HBAN 7.FIS 8.UNH 9.NSC 10.FLEX
2024-06-30	1825	$80.5B	0	1JPM 2GOOGL 3AZO Top holdings2024-06-30 1.JPM 2.GOOGL 3.AZO 4.COR 5.BRK-B 6.ORCL 7.HBAN 8.ICLR 9.FIS 10.USFD
2024-03-31	1879	$84.0B	0	1JPM 2AZO 3GOOGL Top holdings2024-03-31 1.JPM 2.AZO 3.GOOGL 4.BRK-B 5.COR 6.USFD 7.PSX 8.DELL 9.ICLR 10.HWM
2023-12-31	1835	$75.5B	0	1JPM 2GOOGL 3DFSEUR Top holdings2023-12-31 1.JPM 2.GOOGL 3.DFSEUR 4.AZO 5.BRK-B 6.HWM 7.COR 8.ICLR 9.DELL 10.USFD
2023-09-30	1804	$72.2B	0	1JPM 2GOOGL 3AZO Top holdings2023-09-30 1.JPM 2.GOOGL 3.AZO 4.BRK-B 5.BMY 6.CSCO 7.COR 8.HAL 9.SLB 10.DFSEUR
2023-06-30	1759	$74.3B	0	1JPM 2JNJ 3BMY Top holdings2023-06-30 1.JPM 2.JNJ 3.BMY 4.AZO 5.GOOGL 6.BRK-B 7.CSCO 8.COR 9.HWM 10.HAL
2023-03-31	1727	$72.7B	0	1AZO 2BMY 3JPM Top holdings2023-03-31 1.AZO 2.BMY 3.JPM 4.JNJ 5.GOOGL 6.CSCO 7.BRK-B 8.SNY 9.MPC 10.COR
2022-12-31	1708	$73.9B	0	1JNJ 2JPM 3AZO Top holdings2022-12-31 1.JNJ 2.JPM 3.AZO 4.CI 5.BMY 6.BRK-B 7.SLB 8.SNY 9.6D8 10.COR
2022-09-30	1777	$68.3B	0	1JNJ 2AZO 3COP Top holdings2022-09-30 1.JNJ 2.AZO 3.COP 4.JPM 5.CI 6.CNC 7.SLB 8.PXDEUR 9.ABBV 10.UNH
2022-06-30	1752	$71.6B	0	1JNJ 2AZO 3COP Top holdings2022-06-30 1.JNJ 2.AZO 3.COP 4.UNH 5.CNC 6.CI 7.ABBV 8.JPM 9.PXDEUR 10.SLB
2022-03-31	1771	$82.5B	0	1AZO 2JNJ 3COP Top holdings2022-03-31 1.AZO 2.JNJ 3.COP 4.GOOGL 5.JPM 6.UNH 7.CNC 8.PXDEUR 9.BRK-B 10.SLB
2021-12-31	1737	$83.0B	0	1AZO 2JNJ 3JPM Top holdings2021-12-31 1.AZO 2.JNJ 3.JPM 4.COP 5.ETN 6.CSCO 7.FITB 8.6D8 9.CNC 10.CI
2021-09-30	1721	$78.9B	0	1JPM 2AZO 3JNJ Top holdings2021-09-30 1.JPM 2.AZO 3.JNJ 4.COP 5.FITB 6.CSCO 7.BAC 8.ETN 9.TFC 10.6D8
2021-06-30	1702	$78.4B	100	1JNJ 2JPM 3AZO Top holdings2021-06-30 1.JNJ 2.JPM 3.AZO 4.CSCO 5.COP 6.TFC 7.BAC 8.6D8 9.ETN 10.FITB
2021-03-31	1704	$74.6B	29	1JPM 2JNJ 3BAC Top holdings2021-03-31 1.JPM 2.JNJ 3.BAC 4.AZO 5.TFC 6.CSCO 7.6D8 8.ETN 9.COP 10.FITB
2020-12-31	1624	$64.3B	32	1JNJ 2JPM 3BAC Top holdings2020-12-31 1.JNJ 2.JPM 3.BAC 4.BRK-B 5.AZO 6.TFC 7.6D8 8.CI 9.HBAN 10.ETN
2020-09-30	1634	$54.9B	20	1JPM 2JNJ 3BRK-B Top holdings2020-09-30 1.JPM 2.JNJ 3.BRK-B 4.AZO 5.ETN 6.BAC 7.PFE 8.CI 9.CSCO 10.TFC
2020-06-30	1652	$54.4B	40	1JPM 2BRK-B 3JNJ Top holdings2020-06-30 1.JPM 2.BRK-B 3.JNJ 4.CSCO 5.BAC 6.AZO 7.CI 8.ETN 9.PFE 10.GOOGL
2020-03-31	1591	$50.4B	60	1BRK-B 2BAC 3JPM Top holdings2020-03-31 1.BRK-B 2.BAC 3.JPM 4.JNJ 5.PFE 6.CI 7.AZO 8.ABX 9.ETN 10.CB
2019-12-31	1536	$75.6B	26	1BAC 2BRK-B 3JPM Top holdings2019-12-31 1.BAC 2.BRK-B 3.JPM 4.C 5.WFC 6.MPC 7.CI 8.CMCSA 9.MDT 10.CB
2019-09-30	1461	$73.8B	27	1BRK-B 2BAC 3CMCSA Top holdings2019-09-30 1.BRK-B 2.BAC 3.CMCSA 4.JPM 5.WFC 6.C 7.MDT 8.ALL 9.CB 10.VZ
2019-06-30	1401	$76.3B	28	1BRK-B 2JNJ 3BAC Top holdings2019-06-30 1.BRK-B 2.JNJ 3.BAC 4.CMCSA 5.C 6.CSCO 7.PFE 8.ALL 9.VZ 10.MDT
2019-03-31	1070	$75.5B	32	1CSCO 2JNJ 3BRK-B Top holdings2019-03-31 1.CSCO 2.JNJ 3.BRK-B 4.CMCSA 5.BAC 6.C 7.PFE 8.ALL 9.VZ 10.WFC
2018-12-31	1098	$69.6B	40	1BRK-B 2JNJ 3CSCO Top holdings2018-12-31 1.BRK-B 2.JNJ 3.CSCO 4.PFE 5.JPM 6.BAC 7.CMCSA 8.WFC 9.C 10.VZ
2018-09-30	1187	$86.1B	21	1BAC 2JNJ 3JPM Top holdings2018-09-30 1.BAC 2.JNJ 3.JPM 4.BRK-B 5.CSCO 6.C 7.DXC 8.PFE 9.WFC 10.ORCL
2018-06-30	859	$83.4B	24	1BAC 2JPM 3C Top holdings2018-06-30 1.BAC 2.JPM 3.C 4.JNJ 5.BRK-B 6.CSCO 7.WFC 8.TEL 9.ORCL 10.PFE
2018-03-31	1227	$82.9B	27	1BAC 2JPM 3BRK-B Top holdings2018-03-31 1.BAC 2.JPM 3.BRK-B 4.JNJ 5.C 6.CSCO 7.TEL 8.DXC 9.ORCL 10.PFE
2017-12-31	1249	$84.9B	22	1BAC 2JPM 3C Top holdings2017-12-31 1.BAC 2.JPM 3.C 4.BRK-B 5.CSCO 6.TEL 7.DXC 8.ORCL 9.03349M 10.JNJ
2017-09-30	1259	$80.9B	23	1JPM 2BAC 3C Top holdings2017-09-30 1.JPM 2.BAC 3.C 4.BRK-B 5.MRK 6.ORCL 7.DXC 8.WFC 9.CVX 10.TEL
2017-06-30	1249	$78.6B	24	1JPM 2BAC 3C Top holdings2017-06-30 1.JPM 2.BAC 3.C 4.BRK-B 5.MRK 6.JNJ 7.WFC 8.ORCL 9.CSCO 10.DXC
2017-03-31	1270	$78.3B	27	1JPM 2BAC 3JNJ Top holdings2017-03-31 1.JPM 2.BAC 3.JNJ 4.C 5.BRK-B 6.MRK 7.DFSEUR 8.CSCO 9.EBAY 10.TEL
2016-12-31	1268	$76.1B	29	1JPM 2BAC 3JNJ Top holdings2016-12-31 1.JPM 2.BAC 3.JNJ 4.BRK-B 5.DFSEUR 6.C 7.MRK 8.FANG 9.EBAY 10.CVX
2016-09-30	1251	$71.5B	25	1JNJ 2JPM 3BRK-B Top holdings2016-09-30 1.JNJ 2.JPM 3.BRK-B 4.MRK 5.BAC 6.DFSEUR 7.EBAY 8.RTN1USD 9.MCK 10.GILD
2016-06-30	1247	$69.2B	30	1JNJ 2BRK-B 3JPM Top holdings2016-06-30 1.JNJ 2.BRK-B 3.JPM 4.MRK 5.RTN1USD 6.DFSEUR 7.MCK 8.OXY 9.BAC 10.C
2016-03-31	1220	$67.9B	31	1BRK-B 2JPM 3JNJ Top holdings2016-03-31 1.BRK-B 2.JPM 3.JNJ 4.COF 5.WFC 6.MSFT 7.C 8.PSX 9.OXY 10.MRK
2015-12-31	740	$69.8B	26	1JPM 2BRK-B 3WFC Top holdings2015-12-31 1.JPM 2.BRK-B 3.WFC 4.MSFT 5.C 6.COF 7.JNJ 8.OXY 9.ATVIEUR 10.PFE
2015-09-30	1232	$65.6B	23	1JPM 2WFC 3BRK-B Top holdings2015-09-30 1.JPM 2.WFC 3.BRK-B 4.JNJ 5.COF 6.C 7.PFE 8.MSFT 9.OXY 10.CSCO
2015-06-30	1240	$69.6B	20	1JPM 2COF 3WFC Top holdings2015-06-30 1.JPM 2.COF 3.WFC 4.C 5.BRK-B 6.PFE 7.JNJ 8.OXY 9.CSCO 10.MSFT
2015-03-31	1243	$67.2B	25	1JPM 2WFC 3BRK-B Top holdings2015-03-31 1.JPM 2.WFC 3.BRK-B 4.COF 5.PFE 6.C 7.AAPL 8.JNJ 9.ALL 10.MDT
2014-12-31	1281	$66.6B	26	1JPM 2C 3WFC Top holdings2014-12-31 1.JPM 2.C 3.WFC 4.BRK-B 5.COF 6.PFE 7.JNJ 8.CSCO 9.268648 10.MSFT
2014-09-30	1263	$61.6B	19	1JPM 2XOM 3WFC Top holdings2014-09-30 1.JPM 2.XOM 3.WFC 4.C 5.COF 6.BRK-B 7.JNJ 8.PFE 9.268648 10.MSFT
2014-06-30	1248	$59.7B	29	1XOM 2WFC 3JPM Top holdings2014-06-30 1.XOM 2.WFC 3.JPM 4.BRK-B 5.COF 6.PFE 7.C 8.JNJ 9.OXY 10.CSCO
2014-03-31	1254	$54.8B	26	1XOM 2JPM 3WFC Top holdings2014-03-31 1.XOM 2.JPM 3.WFC 4.PFE 5.C 6.BRK-B 7.JNJ 8.COF 9.OXY 10.LEA
2013-12-31	1243	$48.8B	28	1XOM 2JPM 3WFC Top holdings2013-12-31 1.XOM 2.JPM 3.WFC 4.C 5.PFE 6.BRK-B 7.JNJ 8.OXY 9.COF 10.LEA
2013-09-30	1110	$41.5B	25	1JPM 2XOM 3WFC Top holdings2013-09-30 1.JPM 2.XOM 3.WFC 4.C 5.PFE 6.OXY 7.BRK-B 8.JNJ 9.CSCO 10.COF
2013-06-30	1116	$36.3B	—	1JPM 2PFE 3WFC Top holdings2013-06-30 1.JPM 2.PFE 3.WFC 4.C 5.XOM 6.OXY 7.BRK-B 8.JNJ 9.CSCO 10.MSFT

Holding changes this quarter

Boston Partners's most significant position changes for 2026-03-31: New buy: Marvell Technology INC (MRVL); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Carlyle Group Inc/the (CG); Sold out: Lululemon Athletica INC (LULU).

Position changes disclosed by Boston Partners for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	V	Visa Inc-class A Shares	+0.4%	+314.97%	Add
2	MPC	Marathon Petroleum CORP	+0.4%	-7.69%	Trim
3	SLB	Slb LTD	+0.4%	+59.85%	Add
4	FANG	Diamondback Energy INC	+0.3%	+3.42%	Add
5	NVDA	Nvidia CORP	+0.3%	+34040.03%	Add
6	USFD	US Foods Holding CORP	+0.3%	+1.18%	Add
7	COP	Conocophillips	+0.3%	+2.46%	Add
8	MUSA	Murphy USA INC	+0.2%	+488.08%	Add
9	AMAT	Applied Materials INC	+0.2%	-1.65%	Trim
10	CVE	Cenovus Energy INC	+0.2%	+25.79%	Add
11	PR	Permian Resources Corp-cl A	+0.2%	+10.25%	Add
12	CPAY	Corpay INC	+0.2%	+31.79%	Add
13	LH	Labcorp Holdings INC	+0.2%	+23.78%	Add
14	HALO	Halozyme Therapeutics INC	+0.2%	+450.99%	Add
15	FTI	TechnipFMC plc	+0.2%	-14.92%	Trim
16	CRH	CRH plc	-0.1%	+2.90%	Add
17	ICLR	ICON Public Limited Company	-0.1%	-33.66%	Trim
18	COF	Capital One Financial CORP	-0.2%	-1.26%	Trim
19	AXP	American Express Co	-0.2%	-1.30%	Trim
20	GEN	Gen Digital INC	-0.2%	-4.85%	Trim
21	STX	Seagate Technology Holdings plc	-0.2%	-97.86%	Trim
22	CNC	Centene CORP	-0.2%	-92.35%	Trim
23	IQV	Iqvia Holdings INC	-0.2%	+3.71%	Add
24	SYF	Synchrony Financial	-0.2%	-52.50%	Trim
25	AN	Autonation INC	-0.2%	-98.80%	Trim
26	JPM	Jpmorgan Chase & Co	-0.2%	-2.47%	Trim
27	HBAN	Huntington Bancshares INC	-0.2%	-14.81%	Trim
28	BXP	Bxp INC	-0.2%	-98.94%	Trim
29	SSNC	Ss&c Technologies Holdings	-0.3%	-59.81%	Trim
30	NVO	Novo-nordisk A/s-spons Adr	-0.3%	-97.30%	Trim
31	AZO	Autozone INC	-0.4%	-42.49%	Trim
32	MDT	Medtronic plc	-0.5%	-69.89%	Trim
33	UNH	Unitedhealth Group INC	-0.6%	-87.62%	Trim
34	MRVL	Marvell Technology INC	—	NEW	New buy
35	AZN	AstraZeneca PLC	—	NEW	New buy
36	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
37	CG	Carlyle Group Inc/the	—	EXIT	Sold out
38	LULU	Lululemon Athletica INC	—	EXIT	Sold out
39	EMR	Emerson Electric Co	—	EXIT	Sold out
40	MKC	Mccormick & Co-non Vtg Shrs	—	NEW	New buy
41	OWL	Blue Owl Capital INC	—	EXIT	Sold out
42	DPZ	Domino's Pizza INC	—	NEW	New buy
43	ACGL	Arch Capital Group Ltd.	—	NEW	New buy
44	QGEN	Qiagen N.V.	—	EXIT	Sold out
45	EQH	Equitable Holdings INC	—	EXIT	Sold out
46	NEU	Newmarket CORP	—	NEW	New buy
47	EXPE	Expedia Group INC	—	NEW	New buy
48	QGEN	Qiagen N.V.	—	NEW	New buy
49	SEIC	Sei Investments Company	—	NEW	New buy
50	HRB	H&r Block INC	—	EXIT	Sold out

FAQ

What is Boston Partners and what type of investor is it?

Boston Partners is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $95.5B, spread across 1772 disclosed positions.

What are Boston Partners's largest equity positions?

Based on the latest 13F filing, Boston Partners's top holdings by market value are: 1. Jpmorgan Chase & Co (JPM) — $2.1B (2.2%) 2. US Foods Holding CORP (USFD) — $1.5B (1.6%) 3. Cencora INC (COR) — $1.4B (1.5%) 4. Marathon Petroleum CORP (MPC) — $1.4B (1.4%) 5. Lpl Financial Holdings INC (LPLA) — $1.2B (1.3%)

What changes did Boston Partners make in its most recent portfolio filing?

In the latest reported quarter, Boston Partners made 50 notable position adjustments: 9 new positions were initiated, 14 existing holdings were added to, 19 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Marvell Technology INC (MRVL); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Carlyle Group Inc/the (CG); Sold out: Lululemon Athletica INC (LULU)

What sectors does Boston Partners focus on?

Boston Partners is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 19.1% • Industrials: 15.5% • Information Technology: 15.4% • Health Care: 11.6% • Consumer Discretionary: 9.4% • Energy: 8.0%