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| Happy Holidays!! thanks for using AUM13F!! |
| Boston Partners Global Investors Inc
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| CRD # | 124982 |
| SEC # | 801-61786 |
| CIK # | 0001386060 |
| AUM | $98.3 B (2025-06-11) |
| Employees | 181 (31% Investors, 18% Brokers) |
| Phone | 617-832-8200 |
| Address | 1 Beacon Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 2.1 | ||
| LPL Investment Holdings Inc | 1.4 | ||
| Amerisourcebergen Corp | 1.3 | ||
| Autozone Inc | 1.2 | ||
| US Foods Holding Corp | 1.2 | ||
| Philip Morris International Inc | 1.1 | ||
| Oracle Corp | 1.1 | ||
| Microchip Technology Inc | 1.0 | ||
| Flextronics International Ltd | 1.0 | ||
| Marathon Petroleum Corp | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 17 | 50.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 15.8 |
| (g) Pension and profit sharing plans | 76 | 8.2 |
| (h) Charitable organizations | 25 | 0.4 |
| (i) State or municipal government entities | 36 | 6.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 1.9 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 1.1 |
| (m) Corporations or other businesses not listed above | 22 | 1.6 |
| (n) Other | 5,872 | 12.7 |
| Total | 6,100 | 98.3 |
| By Discretionary | ||
| Discretionary | 6,078 | 88.6 |
| Non-Discretionary | 22 | 9.8 |
| Total | 6,100 | 98.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.0 | |
| United States Persons | 80.3 | |
| Total | 6,100 | 98.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Matthew Davis | 22 | |||
| Robeco Investment Management Inc | 8 | |||
| Joseph Feeney | 7 | |||
| Mark Donovan | 7 | |||
| Boston Partners Global Investors Inc | 5 | |||
| Greg Varner | 5 | |||
| Mark Kuzminskas | 5 | |||
| William Butterly | 2 | |||
| Paul Healey | 2 | |||
| BNY Mellon Trust of Delaware NA | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001386060] | |
| SC 13G | [0001386060] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HSBC Global Asset Management Hong Kong Limited
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|
128.4 | |
|
Amundi Asset Management US Inc
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|
MA | 122.1 |
|
MFS Institutional Advisors Inc
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|
MA | 111.8 |
|
Harris Associates LP
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|
IL | 93.8 |
|
LSV Asset Management
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|
IL | 91.1 |
|
DoubleLine Capital LP
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|
FL | 90.1 |
|
Eaton Vance Management
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|
MA | 84.9 |
|
RBC Global Asset Management US Inc
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|
MN | 76.5 |
|
William Blair Investment Management LLC
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|
IL | 71.6 |
|
City National Rochdale LLC
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|
NY | 68.2 |