Boston Partners

Q1 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,694
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/11/2025 Next filing: 8/12/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ORIX Corp Europe N.V. 028-12637
2 Robeco Institutional Asset Management B.V. 028-12635
3 Boston Partners Trust Co 028-13904
4 ORIX CORP 028-18337