Boston Partners
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Boston Partners reported 705 stock positions worth $82.1 billion. Its top holding was JPMorgan Chase (JPM) at 2.5% of the portfolio, followed by LPL Financial (LPLA, 1.6%) and Alphabet Class A (GOOGL, 1.4%). Compared with Q3 2024, it opened 70 new positions, sold out of 66, added to 280 and reduced 329. The biggest buy was LPL Financial (LPLA, shares +26%) and the biggest sale Centene (CNC, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001386060
- Portfolio Value
- $82.1B (Q4 2024)
- SEC Filing
- 0001085146-25-000961 ↗ filed Feb 11, 2025
Holdings Value
Holdings 705 stocks · $82.1B
| JPM JPMorgan Chase & Co. | 2.45% | 8,362,997 | $2.0B | Reduce -3.4% |
| LPLA LPL Financial Holdings Inc. | 1.56% | 3,905,541 | $1.3B | Add +26.0% |
| GOOGL Alphabet Inc. Class A | 1.41% | 6,084,302 | $1.2B | Reduce -8.7% |
| COR Cencora Inc. | 1.37% | 5,007,100 | $1.1B | Add +2.6% |
| AZO AutoZone Inc. | 1.34% | 344,331 | $1.1B | Reduce -3.6% |
| ORCL Oracle Corp. | 1.28% | 6,303,760 | $1.1B | Reduce -14.2% |
| ABBV Abbvie Inc. | 1.23% | 5,687,472 | $1.0B | Add +36.0% |
| FLEX Flex Ltd. | 1.23% | 26,114,574 | $1.0B | Add +2.2% |
| HBAN Huntington Bancshares Inc. | 1.21% | 60,789,536 | $990.0M | Reduce -7.8% |
| FIS Fidelity National Info Serv | 1.18% | 11,999,052 | $968.3M | Add +3.9% |
| NSC Norfolk Southern Corp. | 1.15% | 4,020,392 | $945.4M | Add +16.9% |
| SYY Sysco Corp. | 1.13% | 12,184,114 | $930.3M | Add +143.7% |
| USFD US Foods Holding Corp. | 1.05% | 12,744,006 | $860.5M | Add +0.6% |
| FANG Diamondback Energy Inc. | 1.03% | 5,169,742 | $849.2M | Add +12.4% |
| DFS Discover Financial Services | 1.02% | 4,809,635 | $837.6M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.99% | 1,610,608 | $815.7M | Add +7.0% |
| CRH CRH PLC | 0.94% | 8,329,005 | $773.2M | Reduce -2.6% |
| PM Philip Morris International | 0.91% | 6,206,501 | $747.8M | Add +6.5% |
| AON Aon PLC Class A | 0.89% | 2,035,998 | $731.8M | Add +13.7% |
| AMP Ameriprise Financial Inc. | 0.88% | 1,364,184 | $726.4M | Reduce -3.8% |
| CPAY Corpay Inc. | 0.85% | 2,045,398 | $694.8M | Add +6.4% |
| CNP Centerpoint Energy Inc. | 0.82% | 21,310,580 | $676.6M | Reduce -7.2% |
| HON Honeywell International Inc. | 0.82% | 2,994,634 | $676.0M | Add +29.2% |
| CHKP Check Point Software Tech | 0.80% | 3,518,090 | $656.9M | Reduce -1.6% |
| FE Firstenergy Corp. | 0.80% | 16,503,080 | $656.3M | Add +73.5% |
| KEYS Keysight Technologies Inc. | 0.78% | 3,958,274 | $637.1M | Add +21.7% |
| MCK McKesson Corp. | 0.76% | 1,096,301 | $625.5M | Add +24.6% |
| ALLE Allegion PLC | 0.75% | 4,716,756 | $616.5M | Add +11.6% |
| RHI Robert Half Inc. | 0.73% | 8,554,276 | $602.9M | Add +17.4% |
| FITB Fifth Third Bancorp | 0.73% | 14,135,430 | $597.7M | Add +6.2% |
| HWM Howmet Aerospace Inc. | 0.73% | 5,460,744 | $597.5M | Add +6.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.73% | 15,529,159 | $597.4M | Add +9.9% |
| WFC Wells Fargo & Co. | 0.72% | 8,429,902 | $594.7M | Reduce -10.7% |
| FTV Fortive Corp. | 0.72% | 7,904,282 | $594.1M | Add +2.1% |
| AMGN Amgen Inc. | 0.72% | 2,261,613 | $590.4M | Reduce -1.3% |
| AXP American Express Co. | 0.70% | 1,923,899 | $573.6M | Reduce -8.8% |
| TXT Textron Inc. | 0.70% | 7,483,692 | $572.5M | Add +4.7% |
| GS Goldman Sachs Group Inc. | 0.69% | 993,096 | $570.1M | Reduce -13.5% |
| MAS Masco Corp. | 0.69% | 7,773,134 | $565.0M | Reduce -13.5% |
| COP Conocophillips | 0.66% | 5,475,842 | $544.0M | Add +24.5% |
| CCEP Coca-Cola Europacific Partne | 0.66% | 7,068,692 | $543.0M | Reduce -4.5% |
| WAB Wabtec Corp. | 0.63% | 2,706,044 | $514.9M | Reduce -1.1% |
| KVUE Kenvue Inc. | 0.61% | 23,595,963 | $503.1M | Add +37.0% |
| RNR Renaissancere Holdings Ltd. | 0.61% | 2,013,382 | $501.0M | Add +28.5% |
| MS Morgan Stanley | 0.61% | 3,960,978 | $500.1M | Reduce -35.9% |
| J Jacobs Solutions Inc. | 0.61% | 3,729,579 | $499.4M | Reduce -8.6% |
| ZBRA Zebra Technologies Corp. Class A | 0.59% | 1,260,730 | $487.0M | Reduce -4.8% |
| CB Chubb Ltd. | 0.59% | 1,763,195 | $486.8M | Reduce -19.5% |
| MKL Markel Group Inc. | 0.59% | 281,820 | $486.6M | Add +17.6% |
| MPC Marathon Petroleum Corp. | 0.58% | 3,436,704 | $480.5M | Add +37.4% |
| CVE Cenovus Energy Inc. | 0.57% | 27,407,135 | $467.2M | Reduce -0.3% |
| BECN Beacon Roofing Supply Inc. | 0.56% | 4,531,106 | $462.4M | Add +1.3% |
| LDOS Leidos Holdings Inc. | 0.56% | 3,172,204 | $459.2M | Reduce -19.9% |
| MCHP Microchip Technology Inc. | 0.55% | 7,930,763 | $455.1M | Reduce -18.1% |
| MU Micron Technology Inc. | 0.55% | 5,323,124 | $454.8M | Reduce -7.5% |
| DELL Dell Technologies -C | 0.54% | 3,820,277 | $440.2M | Reduce -25.4% |
| SPG Simon Property Group Inc. | 0.53% | 2,504,500 | $431.3M | Add +7.0% |
| NVR NVR Inc. | 0.52% | 51,844 | $424.1M | Add +3.2% |
| EXPD Expeditors Intl Wash Inc. | 0.51% | 3,797,712 | $420.7M | Add +29.7% |
| ABT Abbott Laboratories | 0.51% | 3,679,680 | $417.1M | Reduce -1.4% |
| BKNG Booking Holdings Inc. | 0.51% | 84,070 | $417.0M | Reduce -1.7% |
| EMR Emerson Electric Co. | 0.50% | 3,316,466 | $411.9M | Add +136.3% |
| EVR Evercore Inc. Class A | 0.49% | 1,465,132 | $406.2M | Reduce -1.3% |
| SSNC Ss&c Technologies Holdings | 0.49% | 5,279,386 | $400.2M | Add +283.1% |
| OWL Blue Owl Capital Inc. | 0.49% | 17,041,880 | $398.4M | Reduce -0.9% |
| TECK Teck Resources Ltd.-CLS B | 0.48% | 9,078,572 | $393.6M | Reduce -29.0% |
| WH Wyndham Hotels & Resorts Inc. | 0.47% | 3,853,527 | $388.5M | Add +5.3% |
| UBER Uber Technologies Inc. | 0.46% | 6,281,761 | $381.1M | New |
| AME Ametek Inc. | 0.46% | 2,113,158 | $381.0M | Reduce -21.4% |
| SYF Synchrony Financial | 0.46% | 5,781,964 | $375.9M | Reduce -9.6% |
| PH Parker Hannifin Corp. | 0.45% | 580,054 | $369.0M | Reduce -1.0% |
| EBAY eBay Inc. | 0.44% | 5,856,276 | $362.8M | Add +35.2% |
| CG The Carlyle Group Inc. | 0.44% | 7,102,085 | $358.7M | Add +7.0% |
| OMC Omnicom Group | 0.43% | 4,119,170 | $354.4M | Reduce -3.3% |
| HD Home Depot Inc. | 0.43% | 905,056 | $353.1M | Reduce -12.9% |
| PKG Packaging Corp. of America | 0.43% | 1,565,351 | $352.3M | Add +7.0% |
| KGC Kinross Gold Corp. | 0.43% | 34,821,852 | $351.3M | Reduce -21.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 3,153,307 | $350.7M | New |
| DTE DTE Energy Company | 0.43% | 2,899,823 | $350.2M | Add +25.1% |
| LEN Lennar Corp. Class A | 0.42% | 2,551,024 | $347.9M | Reduce -13.6% |
| TMUS T-Mobile US Inc. | 0.42% | 1,549,173 | $341.7M | Reduce -16.1% |
| SLM SLM Corp. | 0.41% | 12,246,797 | $338.9M | Add +3.9% |
| DAL Delta Air Lines Inc. | 0.40% | 5,392,592 | $328.4M | New |
| JNJ Johnson & Johnson | 0.40% | 2,263,067 | $327.3M | Add +23.7% |
| FTDR Frontdoor Inc. | 0.39% | 5,911,538 | $323.9M | Reduce -4.4% |
| UAL United Airlines Holdings Inc. | 0.39% | 3,312,174 | $323.5M | New |
| CW Curtiss-Wright Corp. | 0.39% | 896,950 | $318.4M | Reduce -10.1% |
| GD General Dynamics Corp. | 0.39% | 1,201,960 | $317.1M | Reduce -16.3% |
| EFX Equifax Inc. | 0.38% | 1,228,741 | $313.2M | Add +18.0% |
| IDCC Interdigital Inc. | 0.38% | 1,619,545 | $311.7M | Add +5.5% |
| AN Autonation Inc. | 0.38% | 1,814,228 | $309.3M | Add +12.6% |
| PPL PPL Corp. | 0.38% | 9,518,141 | $309.1M | Add +8266.9% |
| SW Smurfit Westrock PLC | 0.37% | 5,643,128 | $304.4M | New |
| AMAT Applied Materials Inc. | 0.36% | 1,825,872 | $299.6M | Reduce -25.3% |
| RBA RB Global Inc. | 0.36% | 3,308,977 | $298.5M | Add +6.9% |
| TRV The Travelers Cos Inc. | 0.36% | 1,233,978 | $297.3M | Reduce -0.6% |
| REG Regency Centers Corp. | 0.36% | 4,015,482 | $296.8M | Add +6.9% |
| GNRC Generac Holdings Inc. | 0.36% | 1,903,297 | $295.1M | Add +39.0% |
| LAMR Lamar Advertising Co. Class A | 0.36% | 2,423,981 | $295.1M | Add +6.7% |
| EQT Eqt Corp. | 0.36% | 6,356,476 | $293.2M | Add +7.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $83.1M (not counted above)
Total filed on the 13F, all lines: $82.2B.
Portfolio Sells Q3 2024 → Q4 2024
| CNC Centene Corp. | Reduce -83.3% | 0.11% | −0.70 |
| WMT Walmart Inc. | Reduce -98.8% | 0.01% | −0.63 |
| ICLR Icon PLC | Reduce -72.4% | 0.16% | −0.61 |
| AMD Advanced Micro Devices | Reduce -99.8% | 0.00% | −0.49 |
| CI The Cigna Group | Reduce -62.7% | 0.22% | −0.49 |
| AVTR Avantor Inc. | Reduce -66.4% | 0.16% | −0.42 |
| MCHP Microchip Technology Inc. | Reduce -18.1% | 0.55% | −0.36 |
| WSC Willscot Holdings Corp. | Reduce -99.4% | 0.00% | −0.36 |
| TECK Teck Resources Ltd.-CLS B | Reduce -29.0% | 0.48% | −0.35 |
| STZ Constellation Brands Inc. Class A | Reduce -99.1% | 0.00% | −0.34 |
| EG Everest Group Ltd. | Reduce -50.9% | 0.30% | −0.34 |
| SJM The JM Smucker Co. | Reduce -65.4% | 0.16% | −0.33 |
| SBUX Starbucks Corp. | Reduce -99.5% | 0.00% | −0.32 |
| BLDR Builders Firstsource Inc. | Reduce -31.5% | 0.35% | −0.32 |
| URI United Rentals Inc. | Reduce -42.4% | 0.33% | −0.31 |
| QCOM Qualcomm Inc. | Reduce -81.3% | 0.06% | −0.27 |
| WMS Advanced Drainage Systems Inc. | Reduce -98.7% | 0.00% | −0.26 |
| WY Weyerhaeuser Co. | Reduce -99.1% | 0.00% | −0.25 |
| TGT Target Corp. | Reduce -92.3% | 0.02% | −0.24 |
| LEN Lennar Corp. Class A | Reduce -13.6% | 0.42% | −0.23 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.22 |
| AMAT Applied Materials Inc. | Reduce -25.3% | 0.36% | −0.22 |
| LDOS Leidos Holdings Inc. | Reduce -19.9% | 0.56% | −0.20 |
| MAS Masco Corp. | Reduce -13.5% | 0.69% | −0.20 |
| ORCL Oracle Corp. | Reduce -14.2% | 1.28% | −0.20 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.19 |
| MOH Molina Healthcare Inc. | Reduce -25.6% | 0.34% | −0.18 |
| DELL Dell Technologies -C | Reduce -25.4% | 0.54% | −0.18 |
| WCC Wesco International Inc. | Reduce -98.4% | 0.00% | −0.18 |
| SAIC Science Applications Inte | Reduce -21.8% | 0.31% | −0.17 |
| CTVA Corteva Inc. | Reduce -72.3% | 0.07% | −0.17 |
| TTWO Take-Two Interactive Softwre | Reduce -63.5% | 0.14% | −0.17 |
| EXPE Expedia Group Inc. | Reduce -80.5% | 0.05% | −0.16 |
| MS Morgan Stanley | Reduce -35.9% | 0.61% | −0.16 |
| OTIS Otis Worldwide Corp. | Reduce -97.7% | 0.00% | −0.15 |
| CB Chubb Ltd. | Reduce -19.5% | 0.59% | −0.15 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.72% | −0.15 |
| MU Micron Technology Inc. | Reduce -7.5% | 0.55% | −0.15 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.15 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.14 |
| NVT Nvent Electric PLC | Reduce -98.9% | 0.00% | −0.14 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.13 |
| GD General Dynamics Corp. | Reduce -16.3% | 0.39% | −0.13 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -38.1% | 0.21% | −0.13 |
| ELV Elevance Health Inc. | Reduce -35.0% | 0.11% | −0.12 |
| LEA Lear Corp. | Sold out | 0.00% | −0.12 |
| FERG Ferguson Enterprises Inc. | Reduce -46.3% | 0.12% | −0.12 |
| CDW CDW Corp. | Reduce -62.3% | 0.05% | −0.12 |
| MGM MGM Resorts International | Reduce -38.3% | 0.15% | −0.12 |
| KGC Kinross Gold Corp. | Reduce -21.0% | 0.43% | −0.12 |
Portfolio Buys Q3 2024 → Q4 2024
| LPLA LPL Financial Holdings Inc. | Add +26.0% | 1.56% | +0.70 |
| SYY Sysco Corp. | Add +143.7% | 1.13% | +0.67 |
| UBER Uber Technologies Inc. | New | 0.46% | +0.46 |
| DIS The Walt Disney Co. | New | 0.43% | +0.43 |
| DAL Delta Air Lines Inc. | New | 0.40% | +0.40 |
| UAL United Airlines Holdings Inc. | New | 0.39% | +0.39 |
| PPL PPL Corp. | Add +8266.9% | 0.38% | +0.37 |
| SW Smurfit Westrock PLC | New | 0.37% | +0.37 |
| SSNC Ss&c Technologies Holdings | Add +283.1% | 0.49% | +0.37 |
| EMR Emerson Electric Co. | Add +136.3% | 0.50% | +0.32 |
| FE Firstenergy Corp. | Add +73.5% | 0.80% | +0.30 |
| NEE Nextera Energy Inc. | New | 0.30% | +0.30 |
| AZN Astrazeneca PLC-Spons ADR | Add +9985.6% | 0.30% | +0.29 |
| HUM Humana Inc. | Add +435.8% | 0.34% | +0.26 |
| HON Honeywell International Inc. | Add +29.2% | 0.82% | +0.25 |
| ABBV Abbvie Inc. | Add +36.0% | 1.23% | +0.25 |
| MCK McKesson Corp. | Add +24.6% | 0.76% | +0.25 |
| KBR KBR Inc. | Add +12326.4% | 0.23% | +0.23 |
| FLEX Flex Ltd. | Add +2.2% | 1.23% | +0.22 |
| TRMB Trimble Inc. | Add +217.3% | 0.29% | +0.21 |
| KEYS Keysight Technologies Inc. | Add +21.7% | 0.78% | +0.16 |
| AON Aon PLC Class A | Add +13.7% | 0.89% | +0.16 |
| RHI Robert Half Inc. | Add +17.4% | 0.73% | +0.15 |
| MDT Medtronic PLC | Add +117.4% | 0.30% | +0.15 |
| MKL Markel Group Inc. | Add +17.6% | 0.59% | +0.15 |
| KVUE Kenvue Inc. | Add +37.0% | 0.61% | +0.14 |
| NSC Norfolk Southern Corp. | Add +16.9% | 1.15% | +0.14 |
| CART Maplebear Inc. | New | 0.14% | +0.14 |
| WH Wyndham Hotels & Resorts Inc. | Add +5.3% | 0.47% | +0.13 |
| SOLV Solventum Corp. | New | 0.13% | +0.13 |
| CPAY Corpay Inc. | Add +6.4% | 0.85% | +0.13 |
| BYD Boyd Gaming Corp. | Add +36.9% | 0.35% | +0.13 |
| USFD US Foods Holding Corp. | Add +0.6% | 1.05% | +0.13 |
| HOLX Hologic Inc. | Add +81.0% | 0.31% | +0.12 |
| IDCC Interdigital Inc. | Add +5.5% | 0.38% | +0.12 |
| SNY Sanofi-ADR | Add +86.4% | 0.32% | +0.12 |
| HWM Howmet Aerospace Inc. | Add +6.4% | 0.73% | +0.12 |
| COP Conocophillips | Add +24.5% | 0.66% | +0.12 |
| NRG NRG Energy Inc. | New | 0.11% | +0.11 |
| EBAY eBay Inc. | Add +35.2% | 0.44% | +0.11 |
| RNR Renaissancere Holdings Ltd. | Add +28.5% | 0.61% | +0.11 |
| BECN Beacon Roofing Supply Inc. | Add +1.3% | 0.56% | +0.11 |
| MPC Marathon Petroleum Corp. | Add +37.4% | 0.58% | +0.10 |
| GNRC Generac Holdings Inc. | Add +39.0% | 0.36% | +0.10 |
| EQT Eqt Corp. | Add +7.3% | 0.36% | +0.10 |
| ALK Alaska Air Group Inc. | Add +6.9% | 0.27% | +0.10 |
| CG The Carlyle Group Inc. | Add +7.0% | 0.44% | +0.10 |
| NTAP Netapp Inc. | Add +53.9% | 0.29% | +0.10 |
| AMG Affiliated Managers Group | Add +46.1% | 0.27% | +0.10 |
| SAND Sandstorm Gold Ltd. | Add +39289.9% | 0.10% | +0.10 |
Notes & Other Activity Q3 2024 → Q4 2024
| SHY iShares 1-3 Year Treasury Bo | 1 3 YR TREAS BD · principal | Sold out | 96,721 | $8.0Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 801 | $112.5B | AMZN, JPM, USFD, AMAT, FLEX |
| Q1 2026 | 767 | $95.5B | JPM, USFD, COR, MPC, LPLA |
| Q4 2025 | 751 | $96.5B | JPM, COR, LPLA, USFD, AMZN |
| Q3 2025 | 752 | $97.3B | JPM, COR, USFD, LPLA, MPC |
| Q2 2025Amended | 705 | $90.0B | JPM, LPLA, COR, AZO, USFD |
| Q1 2025 | 699 | $82.6B | JPM, COR, ABBV, AZO, LPLA |
| Q4 2024 | 705 | $82.1B | JPM, LPLA, GOOGL, COR, AZO |
| Q3 2024 | 701 | $84.6B | JPM, ORCL, AZO, GOOGL, COR |
| Q2 2024 | 698 | $80.4B | JPM, GOOGL, AZO, COR, BRK.B |
| Q1 2024Amended | 764 | $83.9B | JPM, AZO, GOOGL, BRK.B, COR |