Boston Partners

CIK

1386060

Location

BOSTON, MA

Portfolio Value

Large $94,278,411,867

Diversification

Diversified

Filing Date

Global Rank

#81 / 8,607 — · as of Mar 2026

Top Industry

Capital Markets 4.2%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 15, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.6%

SPY

+77.0%

Annualised alpha

-3.4%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

738 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.2%

−0.3 pts

Top 5

8.1%

+0.3 pts

Top 10

13.7%

+0.4 pts

HHI

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	19.4%	$18,299,435,694	139
Technology	16.1%	$15,177,695,127	109
Industrials	14.6%	$13,790,089,582	128
Healthcare	11.5%	$10,867,640,161	67
Consumer Cyclical	8.7%	$8,213,698,193	85
Energy	8.0%	$7,571,042,299	41
Basic Materials	6.4%	$5,988,063,841	50
Consumer Defensive	5.8%	$5,455,724,432	31
Utilities	4.0%	$3,813,833,454	20
Communication Services	3.2%	$2,988,266,907	28
Real Estate	2.2%	$2,100,750,019	37
Unclassified	0.0%	$12,172,158	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLB	Slb Limited/Nv	+5,027,285	13,427,431	$690,035,677
EQX	Equinox Gold Corp.	+5,001,925	10,364,451	$149,869,960
CVE	Cenovus Energy Inc.	+3,459,710	16,874,972	$447,693,006
HUN	Huntsman CORP	+3,147,899	3,341,971	$44,481,634
AVAH	Aveanna Healthcare Holdings, Inc.	+2,494,149	2,824,074	$18,187,035
AMX	America Movil Sab De Cv/	+2,352,705	7,188,334	$183,158,749
HALO	Halozyme Therapeutics, Inc.	+2,196,614	2,683,683	$173,446,430
SF	Stifel Financial Corp	+1,917,119	4,240,380	$313,448,888
CCRN	Cross Country Healthcare Inc	+1,753,790	2,545,584	$23,928,489
PR	Permian Resources Corp	+1,732,859	18,641,778	$397,442,705
NVDA	Nvidia Corp	+1,671,025	1,675,934	$292,282,887
FBP	First Bancorp /Pr/	+1,635,051	1,814,961	$38,767,566
MEOH	Methanex Corp	+1,531,965	2,728,192	$162,436,551
V	Visa Inc.	+1,433,475	1,888,584	$570,805,626
TDC	Teradata Corp /De/	+1,326,800	3,217,662	$82,468,675
HDB	Hdfc Bank Ltd	+1,295,140	7,815,820	$194,457,601
PEGA	Pegasystems Inc	+1,270,660	1,456,684	$61,996,469
UBER	Uber Technologies, Inc	+1,188,452	10,262,100	$738,152,851
NPB	Northpointe Bancshares Inc	+1,173,610	1,215,187	$20,974,127
UAL	United Airlines Holdings, Inc.	+1,172,359	3,517,034	$323,813,319
AMN	Amn Healthcare Services Inc	+1,103,243	2,138,388	$39,218,034
TBI	TrueBlue, Inc.	+1,046,542	3,267,392	$12,775,502
CDNA	CareDx, Inc.	+981,605	1,883,534	$32,698,150
OPCH	Option Care Health, Inc.	+980,361	2,431,467	$65,455,090
BAC	Bank Of America Corp /De/	+965,751	8,838,991	$430,900,810
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ITUB	Itau Unibanco Holding S.A.	−13,478,320	98,294	$823,703
HBAN	Huntington Bancshares Inc /Md/	−8,720,772	50,150,636	$784,857,451
NVO	Novo Nordisk A S	−5,231,804	145,020	$5,329,484
MDT	Medtronic plc	−4,707,978	2,027,905	$175,717,968
PRMB	Primo Brands Corp	−4,190,999	1,141,522	$21,494,858
CNC	Centene Corp	−4,127,038	341,952	$11,195,507
RKT	Rocket Companies, Inc.	−3,905,255	9,248,170	$131,786,422
NOMD	Nomad Foods Ltd	−3,811,484	5,009,106	$48,137,508
BXP	BXP, Inc.	−3,436,457	36,920	$1,916,148
KGC	Kinross Gold Corp	−3,219,011	34,849,647	$1,063,611,225
SSNC	SS&C Technologies Holdings Inc	−2,563,144	1,722,525	$116,391,013
VYX	NCR Voyix Corp	−2,288,117	3,459,740	$21,900,154
SYF	Synchrony Financial	−2,020,232	1,827,681	$124,318,859
MBC	MasterBrand, Inc.	−1,969,097	6,727,552	$55,905,956
CNP	Centerpoint Energy Inc	−1,939,737	12,066,789	$520,802,611
CTOS	Custom Truck One Source, Inc.	−1,777,191	2,016,406	$13,247,787
UNH	Unitedhealth Group Inc	−1,622,340	229,287	$62,042,768
KT	Kt Corp	−1,591,380	3,482,659	$74,703,035
TXT	Textron Inc	−1,512,837	5,722,885	$501,095,809
VOYA	Voya Financial, Inc.	−1,480,268	2,077,013	$141,901,527
RRC	Range Resources Corp	−1,480,258	11,987,550	$541,597,507
BGC	BGC Group, Inc.	−1,466,030	7,285,941	$71,256,502
FTI	TechnipFMC plc	−1,452,994	8,283,352	$572,628,121
NEM	NEWMONT Corp /DE/	−1,426,691	5,260,652	$569,465,577
LKQ	Lkq Corp	−1,337,090	6,054,214	$177,812,263
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	6,165,682	$610,710,801
AZN	Astrazeneca PLC	2,093,896	$412,958,167
MKC	Mccormick & Co Inc	4,405,450	$222,210,896
DPZ	Dominos Pizza Inc	587,163	$210,668,210
ACGL	Arch Capital Group Ltd.	2,092,817	$200,889,502
NEU	Newmarket Corp	251,122	$160,956,644
EXPE	Expedia Group, Inc.	676,698	$156,242,799
QGEN	Qiagen N.V.	3,625,691	$145,172,666
SEIC	Sei Investments Co	1,770,039	$138,894,959
ARES	Ares Management Corp	1,027,190	$112,066,427
CSL	Carlisle Companies Inc	334,261	$111,516,153
CPRT	Copart Inc	3,204,135	$106,377,280
CALM	Cal-Maine Foods Inc	1,214,077	$96,094,193
UCTT	Ultra Clean Holdings, Inc.	1,468,878	$91,334,832
EMN	Eastman Chemical Co	1,076,793	$82,180,840
CE	Celanese Corp	590,127	$38,812,652
RXO	RXO, Inc.	2,497,016	$36,506,373
LNTH	Lantheus Holdings, Inc.	470,658	$35,699,408
FBNC	First Bancorp /Nc/	593,325	$33,433,862
OII	Oceaneering International Inc	854,941	$30,324,755
HLX	Helix Energy Solutions Group Inc	2,950,746	$29,182,876
ADBE	Adobe Inc.	119,486	$29,044,656
PENG	Penguin Solutions, Inc.	1,595,983	$28,089,300
NATL	NCR Atleos Corp	520,980	$22,704,306
DLB	Dolby Laboratories, Inc.	352,388	$21,164,422
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CG	Carlyle Group Inc.	5,533,198	$327,067,331
LULU	lululemon athletica inc.	1,466,961	$304,849,163
EMR	Emerson Electric Co	1,832,743	$243,241,648
OWL	Blue Owl Capital Inc.	14,123,877	$211,010,720
EQH	Equitable Holdings, Inc.	3,554,613	$169,377,307
HRB	H&R Block Inc	3,065,070	$133,575,749
DNOW	DNOW Inc.	7,859,416	$104,137,260
LW	Lamb Weston Holdings, Inc.	2,042,216	$85,548,426
TNET	Trinet Group, Inc.	1,441,715	$85,248,606
WBS	Webster Financial Corp	852,648	$53,665,664
PRIM	Primoris Services Corp	420,475	$52,197,766
DRVN	Driven Brands Holdings Inc.	3,426,388	$50,779,070
INGR	Ingredion Inc	347,903	$38,359,783
TPH	Tri Pointe Homes, Inc.	1,170,244	$36,827,578
BP	Bp PLC	1,042,773	$36,215,505
LCII	Lci Industries	276,188	$33,512,650
URBN	Urban Outfitters Inc	440,424	$33,146,309
KTB	Kontoor Brands, Inc.	528,673	$32,296,632
SHOO	Steven Madden, Ltd.	694,633	$28,924,517
WKC	World Kinect Corp	1,170,641	$27,428,117
GFF	Griffon Corp	363,381	$26,763,010
QRVO	Qorvo, Inc.	304,024	$25,693,066
OBDC	Blue Owl Capital Corp	1,831,093	$22,760,484
MOD	Modine Manufacturing Co	170,380	$22,747,433
DV	DoubleVerify Holdings, Inc.	1,817,089	$20,787,497
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

738 positions · $94,278,411,867 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 738 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,053,020	-178,976	$2,074,716,360	−11.0%	2.20%
USFD	US Foods Holding Corp. Consumer Defensive	Added	16,394,437	+190,557	$1,511,731,034	+23.9%	1.60%
COR	Cencora, Inc. Healthcare	Added	4,482,817	+286,281	$1,408,232,130	−0.6%	1.49%
MPC	Marathon Petroleum Corp Energy	Reduced	5,649,204	-470,511	$1,379,422,630	+38.6%	1.46%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	4,131,498	+581,180	$1,242,878,542	−2.0%	1.32%
FANG	Diamondback Energy, Inc. Energy	Added	5,766,947	+190,446	$1,140,644,445	+36.1%	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,449,163	+493,306	$1,134,897,176	−0.8%	1.20%
KGC	Kinross Gold Corp Basic Materials	Reduced	34,849,647	-3,219,011	$1,063,611,225	−0.8%	1.13%
MCK	Mckesson Corp Healthcare	Reduced	1,155,049	-74,705	$999,533,200	−0.9%	1.06%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,780,564	-542,506	$955,758,450	−5.8%	1.01%
MCHP	Microchip Technology Inc Technology	Reduced	14,747,536	-460,734	$952,838,299	−1.7%	1.01%
MU	Micron Technology Inc Technology	Reduced	2,802,923	-727,188	$946,939,504	−6.0%	1.00%
CRH	Crh Public Ltd Co Basic Materials	Added	9,003,965	+253,435	$946,496,800	−13.3%	1.00%
AMAT	Applied Materials Inc /De Technology	Reduced	2,728,418	-45,905	$932,545,986	+30.8%	0.99%
COP	Conocophillips Energy	Added	6,766,816	+162,548	$893,219,712	+44.5%	0.95%
FE	Firstenergy Corp Utilities	Reduced	17,612,110	-173,826	$892,229,491	+12.1%	0.95%
META	Meta Platforms, Inc. Communication Services	Added	1,495,356	+382,217	$855,538,026	+16.4%	0.91%
FLEX	Flex Ltd. Technology	Added	12,993,140	+889,183	$850,530,942	+16.3%	0.90%
WFC	Wells Fargo & Company/Mn Financial Services	Added	10,481,896	+875,681	$834,463,738	−6.8%	0.89%
DIS	Walt Disney Co Communication Services	Added	8,462,668	+377,946	$815,631,940	−11.3%	0.87%
KEYS	Keysight Technologies, Inc. Technology	Reduced	2,809,554	-1,220,056	$793,333,761	−3.1%	0.84%
DGX	Quest Diagnostics Inc Healthcare	Added	4,012,232	+98,906	$786,317,226	+15.8%	0.83%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	50,150,636	-8,720,772	$784,857,451	−23.2%	0.83%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,265,202	-136,669	$781,834,469	+10.9%	0.83%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	3,991,336	-131,360	$779,907,053	+20.6%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Added	913,460	+32,082	$772,778,023	−0.3%	0.82%
SYY	Sysco Corp Consumer Defensive	Reduced	10,583,534	-149,139	$754,923,478	−4.5%	0.80%
HON	Honeywell International Inc Industrials	Reduced	3,177,157	-224,677	$753,154,597	+8.2%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	3,434,210	+33,989	$746,906,331	−3.9%	0.79%
UBER	Uber Technologies, Inc Technology	Added	10,262,100	+1,188,452	$738,152,851	−0.4%	0.78%
MS	Morgan Stanley Financial Services	Added	4,429,180	+622,132	$728,910,151	+7.8%	0.77%
THC	Tenet Healthcare Corp Healthcare	Added	3,834,961	+192,825	$723,695,488	−0.0%	0.77%
IQV	Iqvia Holdings Inc. Healthcare	Added	4,238,958	+151,578	$722,911,895	−21.5%	0.77%
CPAY	Corpay, Inc. Technology	Added	2,420,777	+583,886	$704,421,898	+27.4%	0.75%
SLB	Slb Limited/Nv Energy	Added	13,427,431	+5,027,285	$690,035,677	+114.0%	0.73%
ETR	Entergy Corp /De/ Utilities	Reduced	6,122,901	-534,606	$687,969,154	+11.8%	0.73%
URI	United Rentals, Inc. Industrials	Added	914,980	+140,633	$666,617,827	+6.4%	0.71%
ALLE	Allegion plc Industrials	Reduced	4,447,284	-165,613	$646,145,891	−12.0%	0.69%
RS	Reliance, Inc. Basic Materials	Reduced	2,110,934	-77,006	$641,555,060	+1.5%	0.68%
LH	Labcorp Holdings Inc. Healthcare	Added	2,368,796	+455,101	$632,018,459	+31.6%	0.67%
AON	Aon plc Financial Services	Added	1,955,032	+320,025	$631,045,227	+9.4%	0.67%
DELL	Dell Technologies Inc. Technology	Reduced	3,791,762	-862,853	$622,341,896	+6.2%	0.66%
AXP	American Express Co Financial Services	Reduced	2,056,161	-27,167	$621,947,577	−19.3%	0.66%
NXPI	NXP Semiconductors N.V. Technology	Added	3,140,833	+294,966	$618,304,384	+0.1%	0.66%
MRVL	Marvell Technology, Inc. Technology	NEW	6,165,682	NEW	$610,710,801	NEW	0.65%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,255,122	+34,621	$593,036,351	+14.5%	0.63%
CMI	Cummins Inc Industrials	Reduced	1,064,945	-35,594	$572,961,706	+2.0%	0.61%
FTI	TechnipFMC plc Energy	Reduced	8,283,352	-1,452,994	$572,628,121	+32.0%	0.61%
V	Visa Inc. Financial Services	Added	1,888,584	+1,433,475	$570,805,626	+257.6%	0.61%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	5,260,652	-1,426,691	$569,465,577	−14.7%	0.60%