Boston Partners
Boston Partners is a value-oriented investment management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm specializes in value equity investing across a wide range of strategies for institutional and individual investors globally. As of 2025, they employ approximately 181 people, providing investment management, advisory, and related services primarily to corporate pensions, foundations, endowments, public funds, and other large-scale investors.
Investment Strategy
Boston Partners employs a time-tested value equity approach—combining fundamental analysis with quantitative research to identify securities that demonstrate attractive valuations, strong business fundamentals, and positive business momentum. The firm focuses on constructing diversified portfolios by selecting undervalued companies with the potential for growth, utilizing disciplined buy/sell criteria to maximize risk-adjusted returns for institutional and individual clients.
Latest 13F Filing Activity
Boston Partners filed their most recent 13F report on Jun 30, 2025 disclosing 697 equity positions with a total 13F market value of $90B. The fund increased holdings in Amazon Com Inc., Capital One Finl Corp., Microchip Technology Inc. among other positions. Boston Partners reduced exposure to Discover Finl SVCS, Unitedhealth Group Inc., Schlumberger LTD among others.
Top Holdings
Equity Positions (697)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 2.36% | $2.12B | 7,324,579 | $101.87 | $289.91 | +$323.2M |
L LPLA | LPL FINL HLDGS INC | 1.53% | $1.38B | 3,679,484 | $259.54 | $374.97 | +$232.3M |
A AZO | AUTOZONE INC | 1.33% | $1.20B | 321,840 | $1119.05 | $3712.23 | -$75.9M |
U USFD | US FOODS HLDG CORP | 1.30% | $1.17B | 15,221,231 | $44.10 | $77.01 | +$98.6M |
P PM | PHILIP MORRIS INTL INC | 1.25% | $1.13B | 6,227,944 | $96.72 | $182.13 | +$138.1M |
Industry Allocation
Investment Team (40)
| Name | Role | Location | |
|---|---|---|---|
A Andy Hatem | Equity Analyst | Westwood, MA , United States | |
 | Equity Analyst | Hingham, MA , United States | |
C Christopher Hart | Portfolio Manager | Boston, MA , United States | |
 | Equity Analyst | Boston, MA , United States | |
D Daniel Farren | Senior Portfolio Analyst | Mattapoisett, MA , United States | |
 | Equity Analyst | Kentfield, CA , United States | |
D David Kim | Portfolio Manager | Boston, MA , United States | |
D Duilio Ramallo | Senior Portfolio Manager | Los Angeles, CA , United States | |
E Edward Odre | Equity Analyst | Boston, MA , United States | |
 | Portfolio Manager | New York, NY , United States |