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Boston Partners

Quarter-over-quarter position changes

849 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
NewMarvell Technology, Inc.Mar 31, 2026+6,165,682New6,165,682$612.57Mhigh
TrimmedUNITEDHEALTH GROUP INCMar 31, 2026-1,622,340-88%229,287$439.11Mhigh
AddedVisa IncMar 31, 2026+1,433,475+315%1,888,584$433.84Mhigh
NewG0593M107Mar 31, 2026+2,093,896New2,093,896$413.45Mhigh
TrimmedMedtronic plcMar 31, 2026-4,707,978-70%2,027,905$407.95Mhigh
Exited046353108Mar 31, 2026-4,229,792-100%0$389.45Mhigh
AddedBooking Holdings IncMar 31, 2026+181,769+189%277,977$375.99Mhigh
TrimmedKeysight Technologies, Inc.Mar 31, 2026-1,220,056-30%2,809,554$344.86Mhigh
TrimmedAUTOZONE INCMar 31, 2026-100,705-42%136,319$340.50Mhigh
ExitedCarlyle Group Inc.Mar 31, 2026-5,533,198-100%0$327.16Mhigh
ExitedLululemon Athletica IncMar 31, 2026-1,466,961-100%0$304.88Mhigh
AddedNVIDIA CorpMar 31, 2026+1,671,025>1000%1,675,934$291.73Mhigh
AddedSLB LIMITED/NVMar 31, 2026+5,027,285+60%13,427,431$258.04Mhigh
TrimmedMICRON TECHNOLOGY INCMar 31, 2026-727,188-21%2,802,923$246.83Mhigh
ExitedEMERSON ELECTRIC COMar 31, 2026-1,832,743-100%0$244.56Mhigh
TrimmedSeagate Technology Holdings PLCMar 31, 2026-597,718-98%13,093$234.17Mhigh
NewMCCORMICK & CO INCMar 31, 2026+4,405,450New4,405,450$222.19Mhigh
AddedMurphy USA Inc.Mar 31, 2026+445,607+488%536,905$220.24Mhigh
AddedMeta Platforms IncMar 31, 2026+382,217+34%1,495,356$218.74Mhigh
ExitedBLUE OWL CAPITAL INC.Mar 31, 2026-14,123,877-100%0$211.27Mhigh
NewDomino's Pizza Inc.Mar 31, 2026+587,163New587,163$210.72Mhigh
NewARCH CAPITAL GROUP LTD.Mar 31, 2026+2,092,817New2,092,817$200.89Mhigh
TrimmedAUTONATION, INC.Mar 31, 2026-990,754-99%12,056$193.46Mhigh
Trimmed670100205Mar 31, 2026-5,231,804-97%145,020$192.32Mhigh
ExitedN72482206Mar 31, 2026-3,980,016-100%0$179.01Mhigh
TrimmedBXP, Inc.Mar 31, 2026-3,436,457-99%36,920$178.48Mhigh
AddedLPL Financial Holdings Inc.Mar 31, 2026+581,180+16%4,131,498$174.71Mhigh
TrimmedSS&C TECHNOLOGIES HOLDINGS, INC.Mar 31, 2026-2,563,144-60%1,722,525$173.21Mhigh
AddedCorpay IncMar 31, 2026+583,886+32%2,420,777$169.95Mhigh
ExitedEQUITABLE HOLDINGS, INC.Mar 31, 2026-3,554,613-100%0$169.37Mhigh
NewNEWMARKET CORPMar 31, 2026+251,122New251,122$160.93Mhigh
TrimmedCF Industries Holdings IncMar 31, 2026-1,207,050-34%2,315,725$156.72Mhigh
NewExpedia Group IncMar 31, 2026+676,698New676,698$156.23Mhigh
TrimmedNewmont CorpMar 31, 2026-1,426,691-21%5,260,652$154.94Mhigh
NewQIAGEN N.V.Mar 31, 2026+3,625,691New3,625,691$145.18Mhigh
TrimmedDell Technologies Inc.Mar 31, 2026-862,853-19%3,791,762$142.11Mhigh
AddedHalozyme Therapeutics IncMar 31, 2026+2,196,614+451%2,683,683$141.96Mhigh
AddedSTIFEL FINANCIAL CORPMar 31, 2026+1,917,119+83%4,240,380$141.71Mhigh
NewSEI INVESTMENTS COMar 31, 2026+1,770,039New1,770,039$138.89Mhigh
TrimmedSynchrony FinancialMar 31, 2026-2,020,232-53%1,827,681$137.42Mhigh
TrimmedHUNTINGTON BANCSHARES INC /MDMar 31, 2026-8,720,772-15%50,150,636$136.53Mhigh
TrimmedCentene CorpMar 31, 2026-4,127,038-92%341,952$135.13Mhigh
ExitedH&R Block IncMar 31, 2026-3,065,070-100%0$133.57Mhigh
TrimmedTEXTRON INCMar 31, 2026-1,512,837-21%5,722,885$132.47Mhigh
AddedLABCORP HOLDINGS INC.Mar 31, 2026+455,101+24%2,368,796$121.50Mhigh
TrimmedMarathon Petroleum CorpMar 31, 2026-470,511-7.7%5,649,204$114.84Mhigh
TrimmedItau Unibanco Holding S.A.ITUBMar 31, 2026-13,478,320-99%98,294$112.95Mhigh
NewAres Management CorporationMar 31, 2026+1,027,190New1,027,190$112.05Mhigh
NewCARLISLE COMPANIES INCMar 31, 2026+334,261New334,261$111.51Mhigh
AddedUnited Airlines Holdings IncMar 31, 2026+1,172,359+50%3,517,034$107.95Mhigh
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