Boston Partners

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$96.6B

Total Positions

753

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

JPM2.41%

COR1.47%

LPLA1.31%

USFD1.27%

AMZN1.19%

KGC1.16%

CRH1.13%

HBAN1.06%

MU1.05%

PM1.05%

Other13.29%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KLAC29Q held

KLA CORP

Avg $161.81 · $63.7M est. P&L

Est. P&L

+668.59%

HWM23Q held

Howmet Aerospace Inc

Avg $28.71 · $261.2M est. P&L

Est. P&L

+623.42%

CLS7Q held

CELESTICA INC

Avg $57.33 · $2.1M est. P&L

Est. P&L

+422.24%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 751 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
JPM JPMORGAN CHASE & CO.	7.2M	$2.3B	2.4%	—	$99.83	+222.51%	29 qtrs	Decreased 0
COR Cencora Inc	4.2M	$1.4B	1.5%	—	$129.39	+162.35%	29 qtrs	Decreased 0
LPLA LPL Financial Holdings Inc	3.6M	$1.3B	1.3%	—	$256.77	+40.11%	29 qtrs	Decreased 0
USFD US Foods Holding Corp	16.2M	$1.2B	1.3%	—	$45.87	+65.52%	21 qtrs	Increased 50
AMZN Amazon.com Inc	5M	$1.1B	1.2%	—	$223.35	+4.11%	5 qtrs	Increased 52
KGC KINROSS GOLD CORP	38.1M	$1.1B	1.2%	—	$8.90	+221.47%	23 qtrs	Decreased 0
CRH CRH PLC	8.8M	$1.1B	1.1%	—	$62.52	+101.22%	10 qtrs	Decreased 0
HBAN Huntington Bancshares Inc/OH	58.9M	$1B	1.1%	—	$11.13	+56.97%	29 qtrs	Decreased 0
MU Micron Technology Inc	3.5M	$1B	1.1%	—	$85.68	+241.54%	27 qtrs	Decreased 0
PM Philip Morris International Inc	6.3M	$1B	1.1%	—	$95.45	+69.67%	29 qtrs	Decreased 0
MCK McKesson Corp	1.2M	$1B	1.0%	—	$384.19	+115.34%	29 qtrs	Decreased 0
MPC Marathon Petroleum Corp	6.1M	$997.9M	1.0%	—	$107.47	+52.43%	29 qtrs	Decreased 0
MCHP Microchip Technology Inc	15.2M	$974.2M	1.0%	—	$65.00	-0.49%	16 qtrs	Decreased 0
IQV IQVIA Holdings Inc	4.1M	$923.3M	1.0%	—	$186.82	+21.88%	2 qtrs	Increased 51
DIS Walt Disney Co/The	8.1M	$919.6M	1.0%	—	$114.05	+0.65%	5 qtrs	Increased 51
WFC Wells Fargo & Co	9.6M	$895.5M	0.9%	—	$44.73	+109.83%	29 qtrs	Increased 47
FANG Diamondback Energy Inc	5.6M	$838.5M	0.9%	—	$158.52	-4.58%	29 qtrs	Decreased 0
KEYS Keysight Technologies Inc	4M	$819.5M	0.8%	—	$153.86	+33.89%	8 qtrs	Decreased 0
AZO AutoZone Inc	237,024	$804.5M	0.8%	—	$1,131.10	+200.49%	28 qtrs	Decreased 0
FE FirstEnergy Corp	17.8M	$796.7M	0.8%	—	$36.67	+21.45%	14 qtrs	Decreased 0
SYY Sysco Corp	10.7M	$791.7M	0.8%	—	$73.69	-0.04%	6 qtrs	Decreased 0
GS Goldman Sachs Group Inc/The	881,378	$776.3M	0.8%	—	$215.59	+310.24%	29 qtrs	Decreased 0
ABBV AbbVie Inc	3.4M	$775.9M	0.8%	—	$154.86	+47.17%	29 qtrs	Decreased 0
AXP American Express Co	2.1M	$769.4M	0.8%	—	$182.81	+103.79%	10 qtrs	Decreased 0
UBER Uber Technologies Inc	9.1M	$743.1M	0.8%	—	$65.77	+24.86%	5 qtrs	Decreased 0
Showing 25 of 751 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

BKVBKV CORP

Q4 2024 → Q4 2025+2M shares+$55.6M

COKECoca-Cola Consolidated Inc

Q4 2024 → Q4 2025+2.3M shares+$347.5M

INVAInnoviva Inc

Q4 2024 → Q4 2025+1.2M shares+$24.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer