Boston Partners

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$95.47B
Q ending 2026-03-31
Prior quarter
$96.58B
Q ending 2025-12-31
Change
-1.2% QoQ · +15.5% YoY
Positions
767
reported holdings

Largest positions

Top 100 of 767 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Jpmorgan Chase & CoJPMShares$2.08B7.1M
Us Foods Hldg CorpUSFDShares$1.51B16.4M
Cencora IncCORShares$1.41B4.5M
Marathon Pete CorpMPCShares$1.38B5.6M
Lpl Finl Hldgs IncLPLAShares$1.24B4.1M
Diamondback Energy IncFANGShares$1.14B5.8M
Amazon Com IncAMZNShares$1.14B5.4M
Kinross Gold CorpKGCShares$1.11B34.8M
Mckesson CorpMCKShares$1.00B1.2M
Microchip Technology Inc.MCHPShares$953.4M14.7M
Philip Morris Intl IncPMShares$953.2M5.8M
Micron Technology IncMUShares$951.4M2.8M
Crh PlcShares$946.3M9.0M
Applied Matls IncAMATShares$933.6M2.7M
Firstenergy CorpFEShares$892.8M17.6M
ConocophillipsCOPShares$892.7M6.8M
Meta Platforms IncMETAShares$855.8M1.5M
Flextronics Intl LtdShares$851.9M13.0M
Wells Fargo & CoWFCShares$835.0M10.5M
Disney Walt CoDISShares$815.7M8.5M
Keysight Technologies IncKEYSShares$794.1M2.8M
Quest Diagnostics IncDGXShares$786.7M4.0M
Huntington Bancshares IncHBANShares$785.1M50.2M
L3Harris Technologies IncLHXShares$782.9M2.3M
Old Dominion Freight Line InODFLShares$780.3M4.0M
Goldman Sachs Group IncGSShares$773.5M913K
Sysco CorpSYYShares$754.9M10.6M
Abbvie IncABBVShares$746.1M3.4M
Uber Technologies IncUBERShares$738.2M10.3M
Morgan StanleyMSShares$729.3M4.4M
Tenet Healthcare CorpTHCShares$723.7M3.8M
Iqvia Hldgs IncIQVShares$723.3M4.2M
Honeywell Intl IncHONGBPShares$718.8M3.2M
Corpay IncCPAYShares$704.6M2.4M
Fedex CorpFDXShares$704.0M2.0M
Slb LimitedSLBShares$689.2M13.4M
Entergy Corp NewETRShares$688.6M6.1M
United Rentals IncURIShares$666.8M915K
Allegion PlcShares$645.7M4.4M
Reliance IncRSShares$641.7M2.1M
Labcorp Holdings IncLHShares$632.4M2.4M
Aon PlcShares$631.1M2.0M
Dell Technologies IncDELLShares$624.5M3.8M
American Express CoAXPShares$621.7M2.1M
Nxp Semiconductors N VShares$617.9M3.1M
Marvell Technology IncMRVLShares$612.6M6.2M
Gilead Sciences IncGILDShares$593.1M4.3M
Booking Holdings IncBKNGShares$575.0M278K
Cummins IncCMIShares$573.6M1.1M
Technipfmc PlcShares$572.7M8.3M
Visa IncVShares$571.6M1.9M
Newmont CorpNEMShares$571.3M5.3M
Range Res CorpRRCShares$540.9M12.0M
Centerpoint Energy IncCNPShares$521.1M12.1M
Coca-Cola Europacific PartneShares$519.3M5.7M
Freeport Mcmoran IncFCXShares$518.6M8.8M
Schwab Charles CorpSCHWShares$515.7M5.5M
Ameriprise Finl IncAMPShares$513.5M1.2M
Hubbell IncHUBBShares$510.6M1.0M
Allstate CorpALLShares$505.8M2.4M
T-Mobile Us IncTMUSShares$503.9M2.4M
Textron IncTXTShares$501.1M5.7M
Coca Cola CoKOShares$497.5M6.5M
Intercontinental Exchange InICEShares$493.7M3.1M
WabtecWABShares$489.3M2.0M
Ppl CorpPPLShares$483.7M12.7M
Markel Group IncMKLShares$480.4M251K
Renaissancere Hldgs LtdShares$479.1M1.6M
Cdw CorpCDWShares$476.4M3.9M
The Cigna GroupCIShares$474.2M1.8M
General Dynamics CorpGDShares$466.1M1.4M
Autozone IncAZOShares$460.9M136K
C H Robinson Worldwide InCHRWShares$459.7M2.8M
Cenovus Energy IncCVEShares$448.3M16.9M
Capital One Finl CorpCOFShares$440.4M2.4M
Bank America CorpBACShares$430.9M8.8M
Simon Ppty Group Inc NewSPGShares$429.4M2.3M
Expeditors Intl Wash IncEXPDShares$420.5M2.9M
Astrazeneca PlcShares$413.4M2.1M
Check Point Software Tech LtShares$399.2M2.8M
Permian Resources CorpPRShares$397.4M18.6M
Coca Cola Cons IncCOKEShares$385.4M2.0M
Nvr IncNVRShares$382.1M58K
Leidos Holdings IncLDOSShares$382.1M2.5M
Ebay Inc.EBAYShares$381.0M4.2M
Johnson & JohnsonJNJShares$381.0M1.6M
Oracle CorpORCLShares$370.3M2.5M
East West Bancorp IncEWBCShares$367.7M3.4M
Netapp IncNTAPShares$367.7M3.6M
Ge Healthcare Technologies IGEHCShares$362.8M5.1M
Apollo Global Mgmt IncAPOShares$352.3M3.2M
Dte Energy CoDTEShares$351.9M2.4M
First Amern Finl CorpFAFShares$346.3M5.7M
Allison Transmission Hldgs IALSNShares$334.4M2.9M
Packaging Corp AmerPKGShares$332.5M1.6M
Nrg Energy IncNRGShares$329.1M2.2M
United Airls Hldgs IncUALShares$323.8M3.5M
Steel Dynamics IncSTLDShares$317.7M1.8M
Stifel Finl CorpSFShares$313.5M4.2M
Biogen IncBIIBShares$311.7M1.7M

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.