Boston Partners
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1386060
Institutional-grade research for retail investors
Sector Allocation
- Financials20.2%$22.8B
- Technology18.5%$20.8B
- Industrials14.1%$15.9B
- Consumer Discretionary11.2%$12.6B
- Healthcare10.1%$11.4B
- Energy6.3%$7.1B
- Materials6.0%$6.8B
- Consumer Staples5.3%$5.9B
- Utilities3.7%$4.2B
- Real Estate2.1%$2.4B
AUM History
13fpro.ai/research/fund/boston-partners-1386060
Conviction and streaks
Concentrating · top 10 = 15.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AMZN
$3.1BJPM
$2.4BUSFD
$1.9BAMAT
$1.9BFLEX
$1.4BCOR
$1.4BCRH
$1.4BMU
$1.4BDELL
$1.4BMCHP
$1.3BLPLA
$1.2BABBV
$1.2BNXPI
$1.2BPM
$1.1BFANG
$1.0BDIS
$1.0BMETA
$1.0BURI
$1.0BDGX
$1.0BCOP
$992.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boston-partners-1386060
Boston Partners 13F holdings — Q2 2026
$112.6B portfolio (+17.9% QoQ) · 802 holdings · Q2 2026 13F · top 10 are 16% of the stock portfolio
$3.1B
2.7% of stocks
+136%This quarter-8.8%Since filed4+ qtrsHeld$2.4B
2.1% of stocks
+4%This quarter-6.1%Since filed4+ qtrsHeld$1.9B
1.7% of stocks
+13%This quarter+3.6%Since filed4+ qtrsHeldAIQuality58.4#1,015Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.9B
1.7% of stocks
-3%This quarter-27.6%Since filed4+ qtrsHeldAIQuality71.6#176Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$1.4B
1.2% of stocks
-34%This quarter-34.2%Since filed4+ qtrsHeld$1.4B
1.2% of stocks
+9%This quarter+6.2%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.4B
1.2% of stocks
+43%This quarter-13.2%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$1.4B
1.2% of stocks
-57%This quarter+4.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$1.4B
1.2% of stocks
-16%This quarter+7.4%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$1.3B
1.2% of stocks
-2%This quarter-0.6%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Boston Partners (Q2 2026)
802 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LPL Financial Holdings Inc. | Financials | $1.2B | 1.1% | 4.25M | +3% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $1.2B | 1.1% | 4.78M | +39% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NXP Semiconductors N.V. | Technology | $1.2B | 1.0% | 4.16M | +33% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Philip Morris International Inc. | Consumer Staples | $1.1B | 1.0% | 6.10M | +6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Diamondback Energy, Inc. | Energy | $1.0B | 0.9% | 5.85M | +1% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Walt Disney Co | Communication Services | $1.0B | 0.9% | 10.60M | +25% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $1.0B | 0.9% | 1.79M | +20% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNITED RENTALS, INC. | Industrials | $1.0B | 0.9% | 901K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | QUEST DIAGNOSTICS INC | Healthcare | $1.0B | 0.9% | 4.74M | +18% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CONOCOPHILLIPS | Energy | $992.4M | 0.9% | 9.51M | +40% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MORGAN STANLEY | Financials | $984.7M | 0.9% | 4.69M | +6% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $965.4M | 0.9% | 949K | +4% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CORPAY, INC. | Financials | $939.3M | 0.8% | 2.81M | +16% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HUNTINGTON BANCSHARES INC /MD/ | Financials | $937.1M | 0.8% | 52.84M | +5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Marathon Petroleum Corp | Energy | $905.8M | 0.8% | 3.52M | -38% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $904.6M | 0.8% | 10.93M | +4% | |||
| 27 | $KGC | KINROSS GOLD CORP | Materials | $899.8M | 0.8% | 36.04M | +3% | |||
| 28 | $MCK | MCKESSON CORP | Consumer Staples | $886.4M | 0.8% | 1.17M | +1% | |||
| 29 | $FE | FIRSTENERGY CORP | Utilities | $879.4M | 0.8% | 18.47M | +5% | |||
| 30 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $865.5M | 0.8% | 4.47M | +5% | |||
| 31 | $LH | LABCORP HOLDINGS INC. | Healthcare | $854.2M | 0.8% | 3.05M | +29% | |||
| 32 | $V | VISA INC. | Financials | $848.3M | 0.8% | 2.47M | +31% | |||
| 33 | $UBER | Uber Technologies, Inc | Technology | $837.5M | 0.7% | 11.61M | +13% | |||
| 34 | $THC | TENET HEALTHCARE CORP | Healthcare | $829.1M | 0.7% | 4.43M | +16% | |||
| 35 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $828.4M | 0.7% | 3.82M | -4% | |||
| 36 | $RS | RELIANCE, INC. | Consumer Discretionary | $821.8M | 0.7% | 2.20M | +4% | |||
| 37 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $821.6M | 0.7% | 4.09M | +69% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $798.2M | 0.7% | 3.98M | +137% | |||
| 39 | $AXP | AMERICAN EXPRESS CO | Financials | $784.6M | 0.7% | 2.31M | +12% | |||
| 40 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $761.6M | 0.7% | 6.02M | +41% | |||
| 41 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $756.9M | 0.7% | 2.60M | +15% | |||
| 42 | $CDW | CDW Corp | Consumer Discretionary | $739.3M | 0.7% | 5.26M | +34% | |||
| 43 | $ETR | ENTERGY CORP /DE/ | Utilities | $720.8M | 0.6% | 6.27M | +2% | |||
| 44 | $AON | Aon plc | Financials | $695.8M | 0.6% | 2.09M | +7% | |||
| 45 | $FDX | FEDEX CORP | Industrials | $690.1M | 0.6% | 2.20M | +12% | |||
| 46 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $689.1M | 0.6% | 2.62M | +78% | |||
| 47 | $CMI | CUMMINS INC | Industrials | $654.6M | 0.6% | 921K | -14% | |||
| 48 | $ALLE | Allegion plc | Industrials | $652.2M | 0.6% | 4.65M | +4% | |||
| 49 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $649.0M | 0.6% | 3.64M | +1211% | |||
| 50 | $SLB | SLB LIMITED/NV | Energy | $643.2M | 0.6% | 13.82M | +3% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $627.3M | 0.6% | 7.71M | +18% | |||
| 52 | $ALL | ALLSTATE CORP | Financials | $611.8M | 0.5% | 2.57M | +5% | |||
| 53 | $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | Consumer Staples | $604.2M | 0.5% | 6.03M | +5% | |||
| 54 | $MKL | MARKEL GROUP INC. | Financials | $600.5M | 0.5% | 308K | +23% | |||
| 55 | $AZN | ASTRAZENECA PLC | Healthcare | $597.4M | 0.5% | 3.18M | +52% | |||
| 56 | $UAL | United Airlines Holdings, Inc. | Industrials | $591.4M | 0.5% | 4.38M | +25% | |||
| 57 | $SO | SOUTHERN CO | Utilities | $591.1M | 0.5% | 6.17M | New | |||
| 58 | $FCX | FREEPORT-MCMORAN INC | Materials | $577.4M | 0.5% | 9.19M | +4% | |||
| 59 | $HUBB | HUBBELL INC | Technology | $575.2M | 0.5% | 1.10M | +6% | |||
| 60 | $FTI | TechnipFMC plc | Energy | $572.8M | 0.5% | 8.64M | +4% | |||
| 61 | $TXT | TEXTRON INC | Industrials | $561.1M | 0.5% | 6.12M | +7% | |||
| 62 | $CI | Cigna Group | Healthcare | $555.6M | 0.5% | 2.01M | +13% | |||
| 63 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $552.1M | 0.5% | 2.92M | +6% | |||
| 64 | $BALL | BALL Corp | Industrials | $547.8M | 0.5% | 8.78M | +93% | |||
| 65 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $547.1M | 0.5% | 1.19M | +3% | |||
| 66 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $543.5M | 0.5% | 2.02M | +3% | |||
| 67 | $CNP | CENTERPOINT ENERGY INC | Utilities | $540.5M | 0.5% | 12.28M | +2% | |||
| 68 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $530.6M | 0.5% | 2.37M | +3% | |||
| 69 | $NTAP | NetApp, Inc. | Technology | $530.1M | 0.5% | 3.42M | -5% | |||
| 70 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $522.7M | 0.5% | 1.65M | +2% | |||
| 71 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $518.1M | 0.5% | 3.55M | New | |||
| 72 | $SYY | SYSCO CORP | Consumer Discretionary | $517.1M | 0.5% | 6.19M | -42% | |||
| 73 | $MRVL | Marvell Technology, Inc. | Technology | $514.9M | 0.5% | 1.75M | -72% | |||
| 74 | $GEN | Gen Digital Inc. | Technology | $514.5M | 0.5% | 20.67M | +39% | |||
| 75 | $GD | GENERAL DYNAMICS CORP | Industrials | $506.5M | 0.5% | 1.43M | +5% | |||
| 76 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $501.2M | 0.5% | 8.79M | -0.5% | |||
| 77 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $490.1M | 0.4% | 3.01M | +2% | |||
| 78 | $EBAY | EBAY INC | Consumer Discretionary | $482.0M | 0.4% | 4.31M | +3% | |||
| 79 | $ICE | Intercontinental Exchange, Inc. | Financials | $476.4M | 0.4% | 3.84M | +23% | |||
| 80 | $EWBC | EAST WEST BANCORP INC | Financials | $461.4M | 0.4% | 3.57M | +4% | |||
| 81 | $RRC | RANGE RESOURCES CORP | Energy | $454.6M | 0.4% | 12.23M | +2% | |||
| 82 | $ARW | ARROW ELECTRONICS, INC. | Technology | $451.8M | 0.4% | 2.12M | -2% | |||
| 83 | $CVE | CENOVUS ENERGY INC. | Energy | $443.0M | 0.4% | 17.72M | +5% | |||
| 84 | $NEM | NEWMONT Corp /DE/ | Materials | $442.0M | 0.4% | 4.73M | -10% | |||
| 85 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $436.3M | 0.4% | 2.29M | +14% | |||
| 86 | $AZO | AUTOZONE INC | Consumer Discretionary | $429.7M | 0.4% | 134K | -1% | |||
| 87 | $STLD | STEEL DYNAMICS INC | Materials | $423.6M | 0.4% | 1.84M | +4% | |||
| 88 | $FTDR | Frontdoor, Inc. | Industrials | $416.1M | 0.4% | 5.37M | +9% | |||
| 89 | $NVR | NVR INC | Industrials | $414.0M | 0.4% | 61K | +5% | |||
| 90 | $FAF | First American Financial Corp | Financials | $400.8M | 0.4% | 5.84M | +2% | |||
| 91 | $APO | Apollo Global Management, Inc. | Financials | $397.5M | 0.3% | 3.36M | +6% | |||
| 92 | $TMUS | T-Mobile US, Inc. | Communication Services | $394.9M | 0.3% | 2.34M | -2% | |||
| 93 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $389.9M | 0.3% | 997K | +32% | |||
| 94 | $GNRC | GENERAC HOLDINGS INC. | Technology | $385.4M | 0.3% | 1.32M | -14% | |||
| 95 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $382.8M | 0.3% | 1.71M | -46% | |||
| 96 | $DTB | DTE ENERGY CO | Utilities | $377.5M | 0.3% | 2.48M | +3% | |||
| 97 | $HONA | Honeywell Aerospace Inc. | Industrials | $376.7M | 0.3% | 1.71M | New | |||
| 98 | $MAS | MASCO CORP /DE/ | Industrials | $374.7M | 0.3% | 4.61M | +3% | |||
| 99 | $NRG | NRG ENERGY, INC. | Utilities | $368.7M | 0.3% | 2.53M | +13% | |||
| 100 | $CACC | CREDIT ACCEPTANCE CORP | Financials | $365.1M | 0.3% | 574K | +2% | |||
| 101 | $MKC | MCCORMICK & CO INC | Consumer Staples | $364.6M | 0.3% | 7.23M | +64% | |||
| 102 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $361.5M | 0.3% | 2.32M | +4% | |||
| 103 | $ALSN | Allison Transmission Holdings Inc | Industrials | $358.2M | 0.3% | 3.18M | +11% | |||
| 104 | $NTR | Nutrien Ltd. | Materials | $352.3M | 0.3% | 4.09M | +92% | |||
| 105 | $SGI | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $349.1M | 0.3% | 4.45M | +17% | |||
| 106 | $PKG | PACKAGING CORP OF AMERICA | Materials | $347.1M | 0.3% | 1.46M | -7% | |||
| 107 | $HWM | Howmet Aerospace Inc. | Materials | $346.2M | 0.3% | 1.29M | +3% | |||
| 108 | $AME | AMETEK INC/ | Industrials | $343.7M | 0.3% | 1.42M | +13% | |||
| 109 | $J | JACOBS SOLUTIONS INC. | Industrials | $339.8M | 0.3% | 2.69M | +11% | |||
| 110 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $339.1M | 0.3% | 1.00M | +3% | |||
| 111 | $SYK | STRYKER CORP | Healthcare | $337.0M | 0.3% | 1.07M | New | |||
| 112 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $335.5M | 0.3% | 1.44M | +17% | |||
| 113 | $SPGI | S&P Global Inc. | Financials | $334.9M | 0.3% | 818K | New | |||
| 114 | $PR | Permian Resources Corp | Energy | $333.6M | 0.3% | 18.12M | -3% | |||
| 115 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $331.9M | 0.3% | 1.01M | +1% | |||
| 116 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $329.8M | 0.3% | 5.15M | +1% | |||
| 117 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $325.0M | 0.3% | 1.49M | New | |||
| 118 | $GOOGL | Alphabet Inc. | Technology | $324.0M | 0.3% | 907K | -0.6% | |||
| 119 | $ORCL | ORACLE CORP | Technology | $323.2M | 0.3% | 2.22M | -12% | |||
| 120 | $IDCC | InterDigital, Inc. | Technology | $323.1M | 0.3% | 1.14M | +17% | |||
| 121 | $STE | STERIS plc | Healthcare | $315.5M | 0.3% | 1.50M | +74% | |||
| 122 | $SOLV | Solventum Corp | Healthcare | $311.5M | 0.3% | 4.04M | +3% | |||
| 123 | $REG | REGENCY CENTERS CORP | Real Estate | $308.7M | 0.3% | 3.87M | +3% | |||
| 124 | $SF | STIFEL FINANCIAL CORP | Financials | $307.3M | 0.3% | 4.40M | +4% | |||
| 125 | $CB | Chubb Ltd | Financials | $303.4M | 0.3% | 890K | +4% | |||
| 126 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $303.0M | 0.3% | 561K | +5% | |||
| 127 | $TECK | TECK RESOURCES LTD | Materials | $302.9M | 0.3% | 3.78M | +42% | |||
| 128 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $297.6M | 0.3% | 1.44M | +1% | |||
| 129 | $MDT | Medtronic plc | Healthcare | $297.5M | 0.3% | 3.80M | +87% | |||
| 130 | $FITB | FIFTH THIRD BANCORP | Financials | $289.5M | 0.3% | 5.13M | -9% | |||
| 131 | $PSX | Phillips 66 | Energy | $286.1M | 0.3% | 1.69M | +2% | |||
| 132 | $JNJ | JOHNSON & JOHNSON | Healthcare | $282.9M | 0.3% | 1.11M | -29% | |||
| 133 | $ICLR | ICON PLC | Healthcare | $281.4M | 0.3% | 1.62M | +94% | |||
| 134 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $281.3M | 0.3% | 1.10M | +62% | |||
| 135 | $MSFT | MICROSOFT CORP | Technology | $277.7M | 0.3% | 744K | +7867% | |||
| 136 | $OGE | OGE ENERGY CORP. | Utilities | $276.8M | 0.3% | 5.69M | +3% | |||
| 137 | $BIIB | BIOGEN INC. | Healthcare | $272.8M | 0.2% | 1.26M | -26% | |||
| 138 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $271.5M | 0.2% | 1.34M | +3% | |||
| 139 | $SEIC | SEI INVESTMENTS CO | Financials | $271.4M | 0.2% | 3.09M | +75% | |||
| 140 | $VVV | VALVOLINE INC | Energy | $269.1M | 0.2% | 6.81M | +3% | |||
| 141 | $RBA | RB GLOBAL INC. | Industrials | $263.6M | 0.2% | 2.26M | +3% | |||
| 142 | $NEU | NEWMARKET CORP | Materials | $256.0M | 0.2% | 324K | +29% | |||
| 143 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $253.9M | 0.2% | 1.19M | -9% | |||
| 144 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $251.8M | 0.2% | 544K | +4% | |||
| 145 | $XEL | XCEL ENERGY INC | Utilities | $245.9M | 0.2% | 3.06M | +3% | |||
| 146 | $YUM | YUM BRANDS INC | Consumer Discretionary | $243.8M | 0.2% | 1.52M | +19% | |||
| 147 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $241.8M | 0.2% | 602K | -10% | |||
| 148 | $WHD | Cactus, Inc. | Energy | $235.2M | 0.2% | 4.59M | New | |||
| 149 | $CMC | COMMERCIAL METALS Co | Materials | $235.2M | 0.2% | 3.74M | +4% | |||
| 150 | $AMGN | AMGEN INC | Healthcare | $231.0M | 0.2% | 638K | -0.8% |
What changed in Q2 2026
Against the previous quarter's 13F: 97 new, 411 added to, 282 trimmed, 62 sold out. Share-count changes; largest moves by dollar size first.
New positions (97)
$TPRTAPESTRY, INC.$518.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$376.7M
first bought this quarter
$SPGIS&P Global Inc.$334.9M
first bought this quarter
$WHDCactus, Inc.$235.2M
first bought this quarter
$SIRISIRIUS XM HOLDINGS INC.$150.2M
first bought this quarter
$CHECHEMED CORP$130.7M
first bought this quarter
+91 more in the Excel export
Added to (411)
now $3.1B · held 4+ qtrs, 3 adds in a row
$BKNGBooking Holdings Inc.+1211%
now $649.0M · held 4+ qtrs
$NVDANVIDIA CORP+137%
now $798.2M · held 4+ qtrs, 3 adds in a row
now $1.4B · held 4+ qtrs, 2 adds in a row
now $1.2B · held 4+ qtrs
$COFCAPITAL ONE FINANCIAL CORP+69%
now $821.6M · held 4+ qtrs
+405 more in the Excel export
Trimmed (282)
now $1.4B · held 4+ qtrs, 3 trims in a row
$MRVLMarvell Technology, Inc.-72%
now $514.9M · held 2 qtrs
$KEYSKeysight Technologies, Inc.-88%
now $113.8M
now $1.4B · held 4+ qtrs
$MPCMarathon Petroleum Corp-38%
now $905.8M · held 4+ qtrs, 3 trims in a row
$PPLPPL Corp-100%
now $232K
+276 more in the Excel export
Holdings by quarter
Every 13F Boston Partners has filed, 33 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Is it too late to follow Boston Partners?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Boston Partners's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-7.4%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter
Top 10 weight
16%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Boston Partners disclosed 802 positions worth $112.6B in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 2.7% of the equity portfolio, followed by $JPM and $USFD. During the quarter the fund opened 97 new positions and exited 62 — including a new stake in $TPR and a full exit from $CPRT. The portfolio is most concentrated in Financials (20.2% of disclosed assets). All figures are sourced directly from Boston Partners’s Form 13F-HR filing with the SEC under CIK 1386060.
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