Boston Partners
Institutional investor · Portfolio as of Q2 2025
Top Holdings707 positions
JPMORGAN CHASE & CO | 7.3M | $2.1B | 2.4% | $100.35 | +182.12% | 27 qtrssince 2018-Q4 | Decreased 0 |
LPL FINL HLDGS INC | 3.7M | $1.4B | 1.5% | $256.96 | +45.28% | 27 qtrssince 2018-Q4 | Increased 53 |
CENCORA INC | 4.4M | $1.3B | 1.5% | $125.79 | +136.78% | 27 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 321,840 | $1.2B | 1.3% | $1,120.50 | +231.30% | 26 qtrssince 2019-Q1 | Decreased 0 |
US FOODS HLDG CORP | 15.2M | $1.2B | 1.3% | $44.09 | +74.66% | 19 qtrssince 2020-Q4 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.2M | $1.1B | 1.3% | $85.14 | +104.69% | 27 qtrssince 2018-Q4 | Increased 50 |
ORACLE CORP | 4.8M | $1.1B | 1.2% | $108.05 | +99.63% | 27 qtrssince 2018-Q4 | Increased 51 |
MICROCHIP TECHNOLOGY INC. | 14.8M | $1B | 1.2% | $63.76 | +6.81% | 14 qtrssince 2022-Q1 | Increased 66 |
FLEX LTD | 20.6M | $1B | 1.1% | $23.76 | +110.06% | 27 qtrssince 2018-Q4 | Increased 52 |
MARATHON PETE CORP | 6.2M | $1B | 1.1% | $105.36 | +54.21% | 27 qtrssince 2018-Q4 | Increased 57 |
HUNTINGTON BANCSHARES INC | 60.9M | $1B | 1.1% | $10.97 | +45.83% | 27 qtrssince 2018-Q4 | Increased 53 |
SYSCO CORP | 12.9M | $980.9M | 1.1% | $72.49 | +0.18% | 4 qtrssince 2024-Q3 | Decreased 0 |
NORFOLK SOUTHN CORP | 3.8M | $964.5M | 1.1% | $230.40 | +8.65% | 16 qtrssince 2021-Q3 | Decreased 0 |
FIDELITY NATL INFORMATION SV | 11.8M | $958.5M | 1.1% | $72.97 | +6.83% | 27 qtrssince 2018-Q4 | Increased 56 |
ABBVIE INC | 5M | $921.9M | 1.0% | $153.35 | +16.40% | 27 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 1.2M | $913.1M | 1.0% | $365.50 | +99.46% | 27 qtrssince 2018-Q4 | Decreased 0 |
CRH PLC | 9.7M | $888.8M | 1.0% | $60.99 | +48.85% | 8 qtrssince 2023-Q3 | Increased 49 |
DISNEY WALT CO | 6.9M | $856.6M | 1.0% | $114.13 | +7.11% | 3 qtrssince 2024-Q4 | Increased 69 |
UBER TECHNOLOGIES INC | 9.2M | $852.8M | 0.9% | $64.80 | +41.26% | 3 qtrssince 2024-Q4 | Increased 45 |
AMAZON COM INC | 3.7M | $808.6M | 0.9% | $223.29 | 0.00% | 3 qtrssince 2024-Q4 | Increased 72 |
Boston Partners manages $90B across 707 positions as of Q2 2025. Top holdings: JPM (2.4%), LPLA (1.5%), COR (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 68 new positions, 63 exits, 342 increased. Top move: AMZN (INCREASED, conviction 72). Portfolio: $90.0B across 707 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR