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| Boston Partners Global Investors Inc
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|---|---|
| CRD # | 124982 |
| SEC # | 801-61786 |
| CIK # | 0001386060 |
| AUM | $116.2 B (2026-06-18) |
| Employees | 185 (32% Investors, 18% Brokers) |
| Phone | 617-832-8200 |
| Address | 1 Beacon Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 2.1 | ||
| US Foods Holding Corp | 1.5 | ||
| Amerisourcebergen Corp | 1.4 | ||
| Marathon Petroleum Corp | 1.4 | ||
| LPL Investment Holdings Inc | 1.2 | ||
| Diamondback Energy Inc | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Kinross Gold Corp | 1.1 | ||
| McKesson Corp | 1.0 | ||
| Microchip Technology Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Boston Partners Select Equity DST | [2019-07-26] | 2,139.6 | 5.1 |
| Other | WPG Partners Micro Cap Opportunities DST | [2014-01-23] | 2,139.6 | 0.0 |
| Other | Boston Partners Long-Short Global Fund | [2013-07-08] | 2,139.6 | 0.0 |
| Other | Robeco Emerging Conservative Equities DST | [2013-07-08] | 2,139.6 | 22.4 |
| HF | Alpha Blue Capital LP | [2012-02-22] | 27.5 | 47.4 |
| Other | Boston Partners Global Equity Fund | [2012-02-22] | 2,139.6 | 142.0 |
| Other | Boston Partners International Equity Fund | [2012-02-22] | 2,139.6 | 298.5 |
| HF | Boston Partners Long/Short Equity LP | 2012-02-22 | 111.3 | |
| Other | Robeco Boston Partners 130/30 Large Cap Value Fund | [2012-02-22] | 2,139.6 | 17.6 |
| Other | Robeco Global Emerging Markets Equity Fund | [2012-02-22] | 2,139.6 | 186.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 101 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 15 | 58.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 20.7 |
| (g) Pension and profit sharing plans | 73 | 8.5 |
| (h) Charitable organizations | 27 | 0.6 |
| (i) State or municipal government entities | 37 | 6.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 1.7 |
| (m) Corporations or other businesses not listed above | 27 | 1.9 |
| (n) Other | 6,680 | 15.7 |
| Total | 6,982 | 116.2 |
| By Discretionary | ||
| Discretionary | 6,954 | 104.0 |
| Non-Discretionary | 28 | 12.1 |
| Total | 6,982 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.6 | |
| United States Persons | 92.6 | |
| Total | 6,982 | 116.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Davis | 24 | 2 | ||
| Robeco Investment Management Inc | 8 | 2 | ||
| Joseph Feeney | 7 | 2 | ||
| Mark Donovan | 7 | 2 | ||
| Boston Partners Global Investors Inc | 5 | 2 | ||
| Greg Varner | 5 | 2 | ||
| Mark Kuzminskas | 5 | 2 | ||
| William Butterly | 2 | 2 | ||
| Paul Healey | 2 | 2 | ||
| BNY Mellon Trust of Delaware NA | 1 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001386060] | |
| SC 13G | [0001386060] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HSBC Global Asset Management Hong Kong Limited
✚
|
149.5 | |
|
Nomura Investment Management Business Trust
✚
|
PA | 144.0 |
|
Lazard Asset Management LLC
✚
|
NY | 120.5 |
|
MFS Institutional Advisors Inc
✚
|
MA | 113.6 |
|
Harris Associates LP
✚
|
IL | 109.5 |
|
RBC Global Asset Management US Inc
✚
|
MN | 104.5 |
|
LSV Asset Management
✚
|
IL | 104.2 |
|
Eaton Vance Management
✚
|
MA | 97.0 |
|
DoubleLine Capital LP
✚
|
FL | 93.3 |
|
Connor Clark & Lunn Investment Management Ltd
✚
|
85.6 |