Boston Partners
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Boston Partners reported 699 stock positions worth $82.6 billion. Its top holding was JPMorgan Chase (JPM) at 2.2% of the portfolio, followed by Cencora (COR, 1.8%) and Abbvie (ABBV, 1.6%). Compared with Q4 2024, it opened 75 new positions, sold out of 81, added to 301 and reduced 322. The biggest buy was a new position in Coca-Cola (KO) and the biggest sale Oracle (ORCL, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001386060
- Portfolio Value
- $82.6B (Q1 2025)
- SEC Filing
- 0001085146-25-002987 ↗ filed May 13, 2025
Holdings Value
Holdings 699 stocks · $82.6B
| JPM JPMorgan Chase & Co. | 2.18% | 7,352,967 | $1.8B | Reduce -12.1% |
| COR Cencora Inc. | 1.82% | 5,411,193 | $1.5B | Add +8.1% |
| ABBV Abbvie Inc. | 1.60% | 6,345,296 | $1.3B | Add +11.6% |
| AZO AutoZone Inc. | 1.54% | 334,285 | $1.3B | Reduce -2.9% |
| LPLA LPL Financial Holdings Inc. | 1.39% | 3,514,283 | $1.1B | Reduce -10.0% |
| SYY Sysco Corp. | 1.38% | 15,199,828 | $1.1B | Add +24.8% |
| USFD US Foods Holding Corp. | 1.30% | 16,457,351 | $1.1B | Add +29.1% |
| UNH Unitedhealth Group Inc. | 1.29% | 2,044,852 | $1.1B | Add +27.0% |
| GOOGL Alphabet Inc. Class A | 1.21% | 6,490,867 | $1.0B | Add +6.7% |
| PM Philip Morris International | 1.20% | 6,227,769 | $990.3M | Add +0.3% |
| MCK McKesson Corp. | 1.19% | 1,461,785 | $984.9M | Add +33.3% |
| NSC Norfolk Southern Corp. | 1.19% | 4,159,070 | $983.2M | Add +3.5% |
| HBAN Huntington Bancshares Inc. | 1.05% | 58,162,619 | $871.2M | Reduce -4.3% |
| FANG Diamondback Energy Inc. | 1.04% | 5,418,840 | $862.0M | Add +4.8% |
| AON Aon PLC Class A | 1.02% | 2,121,607 | $844.5M | Add +4.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.00% | 19,829,381 | $824.2M | Add +27.7% |
| FIS Fidelity National Info Serv | 0.97% | 10,698,030 | $800.4M | Reduce -10.8% |
| MPC Marathon Petroleum Corp. | 0.96% | 5,448,514 | $791.3M | Add +58.5% |
| CHKP Check Point Software Tech | 0.95% | 3,447,926 | $785.6M | Reduce -2.0% |
| CRH CRH PLC | 0.94% | 8,822,801 | $775.3M | Add +5.9% |
| FE Firstenergy Corp. | 0.93% | 18,962,859 | $768.0M | Add +14.9% |
| CPAY Corpay Inc. | 0.91% | 2,163,940 | $751.4M | Add +5.8% |
| ORCL Oracle Corp. | 0.81% | 4,775,191 | $665.4M | Reduce -24.3% |
| UBER Uber Technologies Inc. | 0.80% | 9,031,217 | $658.7M | Add +43.8% |
| FLEX Flex Ltd. | 0.80% | 19,932,882 | $658.3M | Reduce -23.7% |
| COP Conocophillips | 0.78% | 6,179,422 | $644.8M | Add +12.8% |
| KO The Coca-Cola Co. | 0.78% | 8,951,766 | $642.2M | New |
| WFC Wells Fargo & Co. | 0.78% | 8,953,009 | $640.6M | Add +6.2% |
| KEYS Keysight Technologies Inc. | 0.77% | 4,263,417 | $636.9M | Add +7.7% |
| CNP Centerpoint Energy Inc. | 0.77% | 17,458,846 | $633.2M | Reduce -18.1% |
| KGC Kinross Gold Corp. | 0.77% | 47,526,913 | $632.8M | Add +36.5% |
| ALLE Allegion PLC | 0.75% | 4,752,391 | $619.7M | Add +0.8% |
| MDT Medtronic PLC | 0.75% | 6,912,055 | $619.5M | Add +122.8% |
| DFS Discover Financial Services | 0.75% | 3,621,894 | $618.5M | Reduce -24.7% |
| HON Honeywell International Inc. | 0.74% | 2,891,877 | $610.2M | Reduce -3.4% |
| KVUE Kenvue Inc. | 0.73% | 25,346,453 | $606.9M | Add +7.4% |
| CCEP Coca-Cola Europacific Partne | 0.72% | 6,856,647 | $597.3M | Reduce -3.0% |
| HWM Howmet Aerospace Inc. | 0.68% | 4,344,360 | $563.5M | Reduce -20.4% |
| AMP Ameriprise Financial Inc. | 0.67% | 1,144,376 | $554.0M | Reduce -16.1% |
| GS Goldman Sachs Group Inc. | 0.66% | 993,706 | $542.2M | Add +0.1% |
| AXP American Express Co. | 0.64% | 1,957,784 | $525.1M | Add +1.8% |
| CB Chubb Ltd. | 0.63% | 1,724,115 | $520.2M | Reduce -2.2% |
| FTV Fortive Corp. | 0.63% | 7,089,157 | $517.2M | Reduce -10.3% |
| MKL Markel Group Inc. | 0.63% | 276,672 | $517.2M | Reduce -1.8% |
| MCHP Microchip Technology Inc. | 0.63% | 10,726,413 | $517.1M | Add +35.3% |
| EXPD Expeditors Intl Wash Inc. | 0.63% | 4,295,924 | $516.4M | Add +13.1% |
| ALL Allstate Corp. | 0.62% | 2,482,654 | $512.6M | Add +613.9% |
| TXT Textron Inc. | 0.62% | 7,081,509 | $511.5M | Reduce -5.4% |
| RNR Renaissancere Holdings Ltd. | 0.61% | 2,106,207 | $505.5M | Add +4.6% |
| FITB Fifth Third Bancorp | 0.58% | 12,253,068 | $478.4M | Reduce -13.3% |
| PPL PPL Corp. | 0.57% | 13,062,423 | $471.8M | Add +37.2% |
| DELL Dell Technologies -C | 0.56% | 5,132,877 | $466.4M | Add +34.4% |
| MS Morgan Stanley | 0.54% | 3,855,298 | $448.6M | Reduce -2.7% |
| SSNC Ss&c Technologies Holdings | 0.52% | 5,168,635 | $431.6M | Reduce -2.1% |
| NVR NVR Inc. | 0.52% | 59,077 | $428.0M | Add +13.9% |
| MU Micron Technology Inc. | 0.51% | 4,883,112 | $420.5M | Reduce -8.3% |
| CVE Cenovus Energy Inc. | 0.51% | 26,239,325 | $419.8M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.50% | 3,137,886 | $416.1M | Reduce -14.7% |
| J Jacobs Solutions Inc. | 0.50% | 3,405,995 | $411.4M | Reduce -8.7% |
| SPG Simon Property Group Inc. | 0.49% | 2,441,855 | $405.4M | Reduce -2.5% |
| OMC Omnicom Group | 0.49% | 4,882,041 | $402.6M | Add +18.5% |
| BKNG Booking Holdings Inc. | 0.48% | 86,831 | $400.0M | Add +3.3% |
| DTE DTE Energy Company | 0.47% | 2,827,708 | $391.0M | Reduce -2.5% |
| DGX Quest Diagnostics Inc. | 0.47% | 2,295,746 | $388.7M | New |
| TECK Teck Resources Ltd.-CLS B | 0.47% | 9,251,775 | $384.4M | Add +1.9% |
| SCHW Schwab (charles) Corp. | 0.46% | 4,904,611 | $383.5M | New |
| LDOS Leidos Holdings Inc. | 0.46% | 2,805,821 | $379.0M | Reduce -11.6% |
| WAB Wabtec Corp. | 0.45% | 2,075,208 | $375.5M | Reduce -23.3% |
| NEE Nextera Energy Inc. | 0.45% | 5,300,839 | $374.6M | Add +55.3% |
| ELV Elevance Health Inc. | 0.45% | 856,737 | $372.0M | Add +241.3% |
| APO Apollo Global Management Inc. | 0.45% | 2,719,021 | $370.5M | New |
| TMUS T-Mobile US Inc. | 0.45% | 1,387,955 | $369.6M | Reduce -10.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.45% | 5,036,645 | $368.7M | Add +35.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 3,758,291 | $368.5M | Add +19.2% |
| GEN Gen Digital Inc. | 0.43% | 13,358,167 | $354.5M | Add +37.3% |
| OKE Oneok Inc. | 0.43% | 3,584,236 | $353.6M | New |
| GD General Dynamics Corp. | 0.43% | 1,296,497 | $353.6M | Add +7.9% |
| MAS Masco Corp. | 0.42% | 4,980,680 | $346.2M | Reduce -35.9% |
| EMR Emerson Electric Co. | 0.42% | 3,160,896 | $345.0M | Reduce -4.7% |
| AMAT Applied Materials Inc. | 0.41% | 2,345,643 | $339.7M | Add +28.5% |
| BECN Beacon Roofing Supply Inc. | 0.40% | 2,660,686 | $329.2M | Reduce -41.3% |
| AME Ametek Inc. | 0.40% | 1,898,656 | $326.8M | Reduce -10.2% |
| RBA RB Global Inc. | 0.39% | 3,226,367 | $323.6M | Reduce -2.5% |
| EBAY eBay Inc. | 0.39% | 4,762,872 | $322.6M | Reduce -18.7% |
| TRV The Travelers Cos Inc. | 0.39% | 1,211,306 | $320.3M | Reduce -1.8% |
| AN Autonation Inc. | 0.39% | 1,964,187 | $318.7M | Add +8.3% |
| SGI Somnigroup International Inc. | 0.38% | 5,306,476 | $317.8M | Add +20.4% |
| SLM SLM Corp. | 0.38% | 10,667,724 | $312.0M | Reduce -12.9% |
| FAF First American Financial | 0.37% | 4,692,258 | $307.2M | Add +23.0% |
| EVR Evercore Inc. Class A | 0.37% | 1,539,027 | $307.0M | Add +5.0% |
| CG The Carlyle Group Inc. | 0.37% | 6,924,066 | $301.7M | Reduce -2.5% |
| EQT Eqt Corp. | 0.36% | 5,613,655 | $299.9M | Reduce -11.7% |
| RS Reliance Inc. | 0.36% | 1,021,900 | $295.1M | Add +42.7% |
| EFX Equifax Inc. | 0.35% | 1,203,175 | $293.1M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.35% | 1,759,295 | $291.7M | Reduce -22.3% |
| REG Regency Centers Corp. | 0.35% | 3,927,455 | $289.7M | Reduce -2.2% |
| HD Home Depot Inc. | 0.35% | 789,606 | $288.7M | Reduce -12.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.34% | 3,623,708 | $283.2M | Add +9.3% |
| OWL Blue Owl Capital Inc. | 0.34% | 14,103,396 | $280.4M | Reduce -17.2% |
| RRC Range Resources Corp. | 0.34% | 6,993,804 | $279.1M | Reduce -12.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $84.7M (not counted above)
Total filed on the 13F, all lines: $82.7B.
Portfolio Sells Q4 2024 → Q1 2025
| ORCL Oracle Corp. | Reduce -24.3% | 0.81% | −0.48 |
| RHI Robert Half Inc. | Reduce -51.9% | 0.27% | −0.46 |
| FLEX Flex Ltd. | Reduce -23.7% | 0.80% | −0.43 |
| AMGN Amgen Inc. | Reduce -64.5% | 0.30% | −0.42 |
| DAL Delta Air Lines Inc. | Reduce -99.5% | 0.00% | −0.40 |
| CW Curtiss-Wright Corp. | Reduce -87.5% | 0.04% | −0.34 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.31 |
| DE Deere & Co. | Reduce -99.8% | 0.00% | −0.31 |
| HPE Hewlett Packard Enterprise | Reduce -85.9% | 0.03% | −0.30 |
| NICE Nice Ltd. - Spon ADR | Reduce -77.2% | 0.07% | −0.27 |
| LEN Lennar Corp. Class A | Reduce -57.7% | 0.15% | −0.27 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.27 |
| DFS Discover Financial Services | Reduce -24.7% | 0.75% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -12.1% | 2.18% | −0.27 |
| MAS Masco Corp. | Reduce -35.9% | 0.42% | −0.27 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -24.4% | 0.33% | −0.27 |
| AMP Ameriprise Financial Inc. | Reduce -16.1% | 0.67% | −0.21 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.21 |
| FIS Fidelity National Info Serv | Reduce -10.8% | 0.97% | −0.21 |
| WAB Wabtec Corp. | Reduce -23.3% | 0.45% | −0.17 |
| LPLA LPL Financial Holdings Inc. | Reduce -10.0% | 1.39% | −0.17 |
| BECN Beacon Roofing Supply Inc. | Reduce -41.3% | 0.40% | −0.16 |
| HAL Halliburton Co. | Reduce -74.5% | 0.05% | −0.16 |
| AVTR Avantor Inc. | Reduce -99.2% | 0.00% | −0.16 |
| UAL United Airlines Holdings Inc. | Reduce -15.5% | 0.23% | −0.16 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -25.6% | 0.31% | −0.16 |
| OLN Olin Corp. | Sold out | 0.00% | −0.16 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.15 |
| HBAN Huntington Bancshares Inc. | Reduce -4.3% | 1.05% | −0.15 |
| FITB Fifth Third Bancorp | Reduce -13.3% | 0.58% | −0.15 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.15 |
| OWL Blue Owl Capital Inc. | Reduce -17.2% | 0.34% | −0.15 |
| REXR Rexford Industrial Realty Inc. | Reduce -97.9% | 0.00% | −0.15 |
| PH Parker Hannifin Corp. | Reduce -28.8% | 0.30% | −0.15 |
| NTAP Netapp Inc. | Reduce -32.3% | 0.15% | −0.14 |
| PSX Phillips 66 | Reduce -43.5% | 0.22% | −0.14 |
| DOV Dover Corp. | Reduce -39.1% | 0.18% | −0.14 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.14 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.13 |
| SYF Synchrony Financial | Reduce -10.5% | 0.33% | −0.13 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -57.7% | 0.09% | −0.12 |
| FERG Ferguson Enterprises Inc. | Reduce -98.7% | 0.00% | −0.11 |
| J Jacobs Solutions Inc. | Reduce -8.7% | 0.50% | −0.11 |
| MOH Molina Healthcare Inc. | Reduce -40.0% | 0.23% | −0.11 |
| BLDR Builders Firstsource Inc. | Reduce -20.1% | 0.24% | −0.11 |
| PKG Packaging Corp. of America | Reduce -14.3% | 0.32% | −0.11 |
| HUM Humana Inc. | Reduce -33.8% | 0.23% | −0.11 |
| TEL Te Connectivity PLC | Reduce -29.3% | 0.24% | −0.11 |
| BALL Ball Corp. | Reduce -25.2% | 0.24% | −0.10 |
| LDOS Leidos Holdings Inc. | Reduce -11.6% | 0.46% | −0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| KO The Coca-Cola Co. | New | 0.78% | +0.78 |
| ALL Allstate Corp. | Add +613.9% | 0.62% | +0.54 |
| DGX Quest Diagnostics Inc. | New | 0.47% | +0.47 |
| SCHW Schwab (charles) Corp. | New | 0.46% | +0.46 |
| COR Cencora Inc. | Add +8.1% | 1.82% | +0.45 |
| APO Apollo Global Management Inc. | New | 0.45% | +0.45 |
| MDT Medtronic PLC | Add +122.8% | 0.75% | +0.45 |
| MCK McKesson Corp. | Add +33.3% | 1.19% | +0.43 |
| OKE Oneok Inc. | New | 0.43% | +0.43 |
| MPC Marathon Petroleum Corp. | Add +58.5% | 0.96% | +0.37 |
| ABBV Abbvie Inc. | Add +11.6% | 1.60% | +0.37 |
| KGC Kinross Gold Corp. | Add +36.5% | 0.77% | +0.34 |
| ELV Elevance Health Inc. | Add +241.3% | 0.45% | +0.34 |
| UBER Uber Technologies Inc. | Add +43.8% | 0.80% | +0.33 |
| PRMB Primo Brands Corp. | Add +9613.2% | 0.31% | +0.30 |
| UNH Unitedhealth Group Inc. | Add +27.0% | 1.29% | +0.29 |
| PM Philip Morris International | Add +0.3% | 1.20% | +0.29 |
| COKE Coca-Cola Consolidated Inc. | Add +676.9% | 0.33% | +0.29 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.28% | +0.28 |
| SLB SLB Ltd. | Add +27.7% | 1.00% | +0.27 |
| USFD US Foods Holding Corp. | Add +29.1% | 1.30% | +0.26 |
| SYY Sysco Corp. | Add +24.8% | 1.38% | +0.25 |
| BXP BXP Inc. | New | 0.21% | +0.21 |
| NRG NRG Energy Inc. | Add +169.5% | 0.33% | +0.21 |
| LRCX Lam Research Corp. | Add +9978.3% | 0.21% | +0.20 |
| PPL PPL Corp. | Add +37.2% | 0.57% | +0.19 |
| LKQ LKQ Corp. | Add +258.0% | 0.23% | +0.18 |
| SOLV Solventum Corp. | Add +101.3% | 0.31% | +0.17 |
| CNC Centene Corp. | Add +155.3% | 0.29% | +0.17 |
| THC Tenet Healthcare Corp. | Add +692.9% | 0.19% | +0.17 |
| NEE Nextera Energy Inc. | Add +55.3% | 0.45% | +0.16 |
| AZN Astrazeneca PLC-Spons ADR | Add +35.9% | 0.45% | +0.15 |
| CACI Caci International Inc. Class A | Add +14514.3% | 0.15% | +0.15 |
| BLD Topbuild Corp. | New | 0.14% | +0.14 |
| AON Aon PLC Class A | Add +4.2% | 1.02% | +0.13 |
| EQH Equitable Holdings Inc. | New | 0.13% | +0.13 |
| FE Firstenergy Corp. | Add +14.9% | 0.93% | +0.13 |
| RS Reliance Inc. | Add +42.7% | 0.36% | +0.12 |
| KVUE Kenvue Inc. | Add +7.4% | 0.73% | +0.12 |
| COP Conocophillips | Add +12.8% | 0.78% | +0.12 |
| MATX Matson Inc. | Add +424.8% | 0.15% | +0.12 |
| EXPD Expeditors Intl Wash Inc. | Add +13.1% | 0.63% | +0.11 |
| GEN Gen Digital Inc. | Add +37.3% | 0.43% | +0.10 |
| VVV Valvoline Inc. | New | 0.10% | +0.10 |
| UFPI Ufp Industries Inc. | Add +118.6% | 0.19% | +0.10 |
| MOS The Mosaic Co. | Add +42.2% | 0.26% | +0.09 |
| OGE Oge Energy Corp. | Add +29.1% | 0.30% | +0.09 |
| TIGO Millicom Intl Cellular S.A. | New | 0.09% | +0.09 |
| FTI Technipfmc PLC | Add +648.4% | 0.10% | +0.09 |
| FAF First American Financial | Add +23.0% | 0.37% | +0.08 |
Notes & Other Activity Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | TOTAL BND MRKT · principal | Reduce -0.4% | 575,984 | $42.3M |
| AGG iShares Core U.S. Aggregate | CORE US AGGBD ET · principal | Reduce -0.3% | 427,509 | $42.3M |
| NESRW National Energy Service-CW23 | *W EXP 06/06/202 | New | 188,165 | $68K |
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 |