SEC 13F Intelligence

Managers / Q1 2026

Boston Partners

CIK 0001386060 · ONE BEACON STREET, 30TH FLOOR, BOSTON, MA, 02108 · 617-832-8200

Reported Value
$95.5B
Q1 2026
Positions
1,772
Filings on Record
38
2019–present window
Filed
May 11, 2026
original filing

Summary

Boston Partners reported $95.5B in U.S.-listed holdings across 1,772 positions for Q1 2026.

Its largest position, JPM, represents 1.4% of the portfolio.

Compared with Q4 2025, the fund opened 106 new positions and exited 92.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $69.6BQ4 ’18Q1 ’19: $75.5BQ2 ’19: $76.3BQ3 ’19: $73.8BQ4 ’19: $140.6BQ4 ’19Q1 ’20: $50.4BQ2 ’20: $54.4BQ3 ’20: $54.9BQ4 ’20: $64.3BQ4 ’20Q1 ’21: $74.6BQ2 ’21: $78.4BQ3 ’21: $78.9BQ4 ’21: $83.0BQ4 ’21Q1 ’22: $82.5BQ2 ’22: $71.6BQ3 ’22: $68.3BQ4 ’22: $73.92TQ4 ’22Q1 ’23: $72.7BQ2 ’23: $74.3BQ3 ’23: $72.2BQ4 ’23: $75.5BQ4 ’23Q1 ’24: $84.0BQ2 ’24: $80.5BQ3 ’24: $84.7BQ4 ’24: $82.2BQ4 ’24Q1 ’25: $82.7BQ2 ’25: $90.0BQ3 ’25: $97.4BQ4 ’25: $96.6BQ4 ’25Q1 ’26: $95.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.7%Other: 8.8%REIT: 2.2%ADR: 1.1%ETP: 0.3%Other: 0.0%
  • Common Stock · 87.7% · $83.7B
  • Other · 8.8% · $8.4B
  • REIT · 2.2% · $2.1B
  • ADR · 1.1% · $1.0B
  • ETP · 0.3% · $272M
  • Other · 0.0% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$95.5B1,772May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$96.6B1,747Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$97.4B1,840Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$90.0B1,708Aug 12, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$82.7B1,694May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$82.2B1,704Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$84.7B1,745Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$80.5B1,825Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$84.0B1,879May 28, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$75.5B1,835Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$72.2B1,804Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$74.3B1,759Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$72.7B1,727May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$73.92T1,708Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$68.3B1,777Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$71.6B1,752Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$82.5B1,771May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$83.0B1,737Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$78.9B1,721Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$78.4B1,702Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$74.6B1,704May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$64.3B1,624Feb 10, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$54.9B1,634Nov 13, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$54.4B1,652Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$50.4B1,591May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019REVEALED$140.6B2,951Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$73.8B1,461Nov 20, 2019RESTATEMENTchanges · EDGAR ↗
Q2 2019$76.3B1,401Aug 26, 2019RESTATEMENTchanges · EDGAR ↗
Q1 2019$75.5B1,070May 13, 2019RESTATEMENTchanges · EDGAR ↗
Q4 2018$69.6B1,098Feb 7, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • Bank of New York Mellon Corp028-12592
  • Russell Investments Group, Ltd.028-17598
  • ORIX Corp Europe N.V.028-12637
  • Robeco Institutional Asset Management B.V.028-12635
  • Boston Partners Trust Co028-13904
  • ORIX CORP028-18337

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.