Boston Partners

Q1 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
702
Total value ($000)
$82,687,452
Net value change ($000)
+473,133 (0.6%)
New positions
76
Sold out positions
82
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/11/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KO 642,183 NEW
ALL 445,602 664.8%
DGX 388,724 NEW
SCHW 383,510 NEW
COR 377,926 33.5%
MDT 371,149 149.5%
APO 370,543 NEW
MCK 359,426 57.5%
OKE 353,596 NEW
ABBV 311,750 30.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -389,712 -36.9%
RHI -378,326 -62.8%
FLEX -348,171 -34.6%
AMGN -340,234 -57.6%
DAL -327,158 -99.6%
CW -282,824 -88.8%
HOLX -257,959 -100.0%
DE -256,052 -99.8%
HPE -248,097 -89.9%
NICE -224,525 -79.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type