Boston Partners
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 96,582,749
- Description
- Boston Massachusetts based advisory led wealth manager with an independent operating structure and a disciplined and process driven investment mandate. The approach emphasizes active stewardship and governance oversight, long duration private asset evaluation, and planning integrated mandate design for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through allocation drift control and risk accountability.
- Website
- https://www.bostonpartners.com/
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 753 | 96,582,749 | 13F-HR | Boston Partners |
| Q3 2025 | 11/13/2025 | 754 | 97,395,885 | 13F-HR | Boston Partners |
| Q2 2025 | 8/12/2025 | 707 | 90,047,377 | 13F-HR/A - RESTATEMENT | Boston Partners |
| Q2 2025 | 8/7/2025 | 707 | 89,458,159 | 13F-HR | Boston Partners |
| Q1 2025 | 5/13/2025 | 702 | 82,687,452 | 13F-HR | Boston Partners |
| Q4 2024 | 2/11/2025 | 707 | 82,214,319 | 13F-HR | Boston Partners |
| Q3 2024 | 11/12/2024 | 704 | 84,730,204 | 13F-HR | Boston Partners |
| Q2 2024 | 8/14/2024 | 700 | 80,497,228 | 13F-HR | Boston Partners |
| Q1 2024 | 5/28/2024 | 766 | 83,953,812 | 13F-HR/A - RESTATEMENT | Boston Partners |
| Q1 2024 | 5/13/2024 | 781 | 83,958,164 | 13F-HR | Boston Partners |
| Q4 2023 | 2/7/2024 | 705 | 75,503,649 | 13F-HR | Boston Partners |
| Q3 2023 | 11/8/2023 | 722 | 72,230,037 | 13F-HR | Boston Partners |
| Q2 2023 | 8/10/2023 | 697 | 74,292,551 | 13F-HR | Boston Partners |
| Q1 2023 | 5/9/2023 | 693 | 72,738,020 | 13F-HR | Boston Partners |
| Q4 2022 | 2/8/2023 | 696 | 73,924,191 | 13F-HR | Boston Partners |
| Q3 2022 | 11/9/2022 | 721 | 68,327,327 | 13F-HR | Boston Partners |
| Q2 2022 | 8/10/2022 | 708 | 71,552,902 | 13F-HR | Boston Partners |
| Q1 2022 | 5/10/2022 | 699 | 82,548,587 | 13F-HR | Boston Partners |
| Q4 2021 | 2/4/2022 | 685 | 83,018,701 | 13F-HR | Boston Partners |
| Q3 2021 | 11/5/2021 | 671 | 78,935,277 | 13F-HR | Boston Partners |
| Q2 2021 | 8/12/2021 | 646 | 78,413,656 | 13F-HR | Boston Partners |
| Q1 2021 | 5/10/2021 | 645 | 74,567,842 | 13F-HR | Boston Partners |
| Q4 2020 | 2/10/2021 | 618 | 64,299,542 | 13F-HR/A - RESTATEMENT | Boston Partners |
| Q4 2020 | 2/4/2021 | 618 | 64,069,464 | 13F-HR | Boston Partners |
| Q3 2020 | 11/13/2020 | 642 | 54,917,369 | 13F-HR/A - RESTATEMENT | Boston Partners |
| Q3 2020 | 11/9/2020 | 651 | 54,443,417 | 13F-HR | Boston Partners |
| Q2 2020 | 8/12/2020 | 653 | 54,443,868 | 13F-HR | Boston Partners |
| Q1 2020 | 5/13/2020 | 641 | 50,354,655 | 13F-HR | Boston Partners |
| Q4 2019 | 2/6/2020 | 707 | 75,607,758 | 13F-HR/A - NEW HOLDINGS | Boston Partners |
| Q4 2019 | 2/5/2020 | 657 | 64,955,277 | 13F-HR | Boston Partners |
| Q2 2014 | 8/8/2014 | 714 | 59,707,799 | 13F-HR | Boston Partners |
| Q1 2014 | 5/7/2014 | 714 | 54,820,359 | 13F-HR | Boston Partners |
| Q4 2013 | 2/6/2014 | 707 | 48,779,991 | 13F-HR | Boston Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.13 M | 99.5% | 0 | 825.4 K | -825.4 K |
| ETFs | 92.8 K | 0.1% | 61.06 K | 0 | 61.06 K |
| Debt | 91.99 K | 0.1% | 2.997 K | 0 | 2.997 K |
| Other | 270.4 K | 0.3% | 0 | 51.81 K | -51.81 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
96,582,749
Holdings
753
QoQ value change ($000)
-813,136
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.