Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001418773 · 2026 Q2 · vs 2026 Q1 · Filed 21 Jul 2026 (33 days ago)

Robeco Institutional Asset Management B.V.

Reported book: $81.4B
Positions: 818

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 818 positions · 88% of the book

CutAdded· vs 2026 Q1

NVDA$5.3B▲ +$772.2M AAPL$4.3B▲ +$626.0M GOOGL$3.3B▲ +$726.8M MSFT$2.8B▲ +$72.6M AMZN$2.3B▲ +$505.0M AVGO$1.7B▲ +$496.0M AMAT$1.4B▲ +$818.7M MU$1.2B▲ +$852.4M GOOG$1.1B▲ +$220.0M JPM$979.1M META$913.7M LLY$910.1M ABBV$897.1M KLAC$808.9M LRCX$795.6M CMI$688.0M TSLA$647.6M CSCO$642.1M VRT$641.7M AMD$635.0M ADI$632.0M V$629.2M ANET$621.0M IBN$614.0M PBR-A$549.9M PANW$534.0M TSM$528.3M GEV$527.1M INTC$523.4M INFY$514.4M JNJ$499.3M MA$488.0M VALE BNY GILD BMY C BAC WDC KO MS HDB ITUB JBL CBRE ROK URI NEM TRV COST UNH GM MRK TMO ALL REGN PFE LOW WMT INCY XOM MNST LNG T CL FMX SLB VZ UBER RDY ROST CAH JCI FTNT NTRS TEL STLD FFIV ADSK MAR CX EXC SPOT ADBE DECK NFLX SYF AMGN SNPS TER CBOE EXPE CVS GS ADP JD BAP BKNG VIV VRTX TJX ACGL INTU GFI ABNB FTV TXN VRSN CAT MSCI AMX CDNS BRK-B VIPS VLO GE MCK CRWD STT CNC CMCSA TPR BIIB BIDU HIG DDOG EBAY TT USB NU CIEN IBM VLTO NTAP TGT MRSH ED DIS VICI VEEV PEP WAB PLD TAL HWM DG AMP DELL NDAQ BALL PG AFL EMR AME BWA TWLO ADM

Shares added · vs 2026 Q1

Ranked by dollar move

MU$1.2B held · +5% of shares · +$852.4M value+50.8K sh
AMAT$1.4B held · +12% of shares · +$818.7M value+205.8K sh
NVDA$5.3B held · +2% of shares · +$772.2M value+490.0K sh
GOOGL$3.3B held · +3% of shares · +$726.8M value+255.6K sh
AAPL$4.3B held · +3% of shares · +$626.0M value+404.4K sh
AMZN$2.3B held · +13% of shares · +$505.0M value+1.06M sh
AVGO$1.7B held · +15% of shares · +$496.0M value+605.5K sh
AMD$635.0M held · +20% of shares · +$449.6M value+181.6K sh
CMI$688.0M held · +111% of shares · +$442.6M value+508.6K sh
INTC$523.4M held · +74% of shares · +$428.3M value+1.59M sh
KLAC$808.9M held · -12% of shares · +$362.0M value · 10:1 split-354.2K sh
PANW$534.0M held · +32% of shares · +$344.1M value+381.3K sh
LLY$910.1M held · +16% of shares · +$309.3M value+105.6K sh
MS$383.3M held · +143% of shares · +$259.2M value+1.08M sh
UNH$311.4M held · +268% of shares · +$256.3M value+545.6K sh
TSM$528.3M held · +22% of shares · +$220.8M value+196.3K sh
GOOG$1.1B held · +1% of shares · +$220.0M value+22.7K sh
ADI$632.0M held · +20% of shares · +$210.0M value+264.9K sh
ABBV$897.1M held · +10% of shares · +$190.2M value+314.8K sh
KO$399.8M held · +75% of shares · +$185.6M value+2.10M sh
TXN$192.7M held · +1358% of shares · +$184.1M value+602.0K sh
TER$208.4M held · +255% of shares · +$172.4M value+309.3K sh
DDOG$163.8M held · +715% of shares · +$154.7M value+552.1K sh
V$629.2M held · +16% of shares · +$150.3M value+249.3K sh
FMX$266.9M held · +98% of shares · +$149.9M value+1.03M sh
FFIV$245.9M held · +78% of shares · +$149.9M value+259.4K sh
URI$341.2M held · +13% of shares · +$146.6M value+34.1K sh
ROST$259.3M held · +127% of shares · +$143.3M value+682.6K sh
BAC$410.1M held · +25% of shares · +$130.0M value+1.45M sh
DELL$135.2M held · +459% of shares · +$126.0M value+257.3K sh
ROK$343.6M held · +12% of shares · +$120.7M value+72.8K sh
CMCSA$176.0M held · +199% of shares · +$107.2M value+4.77M sh
IBN$614.0M held · +7% of shares · +$100.1M value+1.31M sh
CAT$189.7M held · +36% of shares · +$96.9M value+47.1K sh
XYZ$118.6M held · +249% of shares · +$91.7M value+1.11M sh
MAR$232.5M held · +44% of shares · +$89.8M value+191.1K sh
NTAP$152.3M held · +55% of shares · +$87.3M value+349.0K sh
JNJ$499.3M held · +14% of shares · +$78.6M value+244.9K sh
ADP$207.5M held · +46% of shares · +$78.2M value+290.0K sh
AME$126.3M held · +112% of shares · +$73.5M value+275.9K sh
NFLX$220.0M held · +1% of shares · -$73.4M value+29.6K sh
ABNB$195.5M held · +41% of shares · +$72.9M value+395.0K sh
MSFT$2.8B held · +2% of shares · +$72.6M value+138.7K sh
EQIX$117.8M held · +128% of shares · +$69.1M value+63.4K sh
HDB$379.5M held · +17% of shares · +$68.0M value+2.17M sh
ALAB$69.6M held · +177% of shares · +$63.9M value+92.1K sh
HWM$140.5M held · +48% of shares · +$59.2M value+169.6K sh
EXC$222.7M held · +43% of shares · +$58.7M value+1.43M sh
KHC$115.5M held · +92% of shares · +$58.2M value+2.34M sh
NTRS$255.8M held · +2% of shares · +$54.7M value+30.7K sh
BAP$204.3M held · +18% of shares · +$53.2M value+78.9K sh
PYPL$94.6M held · +137% of shares · +$52.7M value+1.27M sh
CIEN$156.6M held · +19% of shares · +$52.6M value+51.3K sh
CBOE$208.3M held · +53% of shares · +$50.4M value+296.7K sh
NXPI$53.8M held · +972% of shares · +$50.3M value+173.6K sh
MPWR$65.1M held · +240% of shares · +$50.0M value+33.3K sh
JD$206.9M held · +53% of shares · +$49.7M value+2.80M sh
JCI$258.4M held · +11% of shares · +$49.6M value+174.4K sh
RDDT$80.4M held · +99% of shares · +$49.0M value+230.1K sh
TRV$327.8M held · +3% of shares · +$47.6M value+32.4K sh
STX$77.9M held · +1% of shares · +$46.5M value+548 sh
MRSH$151.1M held · +50% of shares · +$46.2M value+301.6K sh
ILMN$54.1M held · +346% of shares · +$45.6M value+238.8K sh
PINS$112.3M held · +47% of shares · +$45.6M value+1.70M sh
KEYS$91.8M held · +60% of shares · +$45.4M value+98.1K sh
CAH$258.9M held · +8% of shares · +$45.2M value+78.6K sh
SNOW$58.5M held · +161% of shares · +$45.2M value+141.7K sh
HSY$55.7M held · +492% of shares · +$44.5M value+263.7K sh
REG$79.5M held · +114% of shares · +$44.3M value+532.0K sh
ALL$288.4M held · +2% of shares · +$42.6M value+26.7K sh
IBM$156.6M held · +17% of shares · +$41.0M value+79.8K sh
FIX$72.2M held · +55% of shares · +$39.7M value+12.9K sh
LITE$45.5M held · +507% of shares · +$39.4M value+44.3K sh
TGT$151.8M held · +24% of shares · +$38.4M value+226.9K sh
USB$159.3M held · +13% of shares · +$38.2M value+309.1K sh
ELV$66.3M held · +78% of shares · +$38.1M value+74.9K sh
MRVL$55.0M held · +5% of shares · +$37.6M value+9.0K sh
EXPE$208.1M held · +9% of shares · +$36.5M value+69.9K sh
FTV$194.8M held · +11% of shares · +$36.4M value+323.5K sh
PLD$142.6M held · +31% of shares · +$36.2M value+247.8K sh
IRM$37.6M held · +1940% of shares · +$36.1M value+283.3K sh
KMI$52.5M held · +235% of shares · +$36.1M value+1.15M sh
TPR$173.8M held · +21% of shares · +$35.0M value+203.5K sh
EG$47.9M held · +237% of shares · +$34.9M value+94.4K sh
NET$35.7M held · +3249% of shares · +$34.8M value+141.3K sh
IBKR$123.5M held · +7% of shares · +$34.5M value+91.9K sh
COST$324.4M held · +19% of shares · +$34.4M value+55.8K sh
GWW$41.1M held · +391% of shares · +$34.4M value+24.1K sh
CL$268.2M held · +6% of shares · +$33.8M value+175.6K sh
RS$51.9M held · +119% of shares · +$32.7M value+75.6K sh
JBHT$39.6M held · +276% of shares · +$31.9M value+100.5K sh
PBR-A$549.9M held · +21% of shares · -$31.8M value+6.54M sh
A$39.1M held · +356% of shares · +$31.7M value+229.8K sh
SYF$215.2M held · +5% of shares · +$31.1M value+123.7K sh
BIIB$170.9M held · +4% of shares · +$31.0M value+27.9K sh
BE$31.0M held · +2698% of shares · +$30.5M value+98.9K sh
GILD$437.1M held · +3% of shares · -$30.4M value+105.5K sh
CW$39.7M held · +282% of shares · +$30.3M value+38.7K sh
MSCI$188.1M held · +14% of shares · +$29.8M value+42.1K sh
NTRA$110.9M held · +1% of shares · +$29.8M value+2.9K sh

1–100 of 355

Shares cut · vs 2026 Q1

Ranked by dollar move

LRCX$795.6M held · -11% of shares · +$355.3M value-224.8K sh
DG$136.2M held · -63% of shares · -$239.3M value-1.98M sh
LNG$270.6M held · -35% of shares · -$225.4M value-615.7K sh
MCK$177.4M held · -49% of shares · -$219.2M value-223.5K sh
PDD$60.8M held · -68% of shares · -$194.0M value-1.70M sh
ICE$60.6M held · -68% of shares · -$181.8M value-1.05M sh
ZM$69.1M held · -70% of shares · -$149.0M value-1.91M sh
CSCO$642.1M held · -15% of shares · +$144.3M value-949.6K sh
ANET$621.0M held · -7% of shares · +$140.9M value-255.0K sh
DHR$79.0M held · -64% of shares · -$139.5M value-737.9K sh
TEL$249.3M held · -33% of shares · -$139.1M value-621.8K sh
WDC$402.8M held · -36% of shares · +$136.5M value-354.0K sh
GEV$527.1M held · -0% of shares · +$135.3M value-185 sh
VRT$641.7M held · -7% of shares · +$126.0M value-141.4K sh
QCOM$86.9M held · -71% of shares · -$123.4M value-1.16M sh
AMP$135.4M held · -49% of shares · -$122.3M value-284.7K sh
SLB$265.3M held · -23% of shares · -$115.9M value-1.71M sh
MDT$18.4M held · -85% of shares · -$114.6M value-1.30M sh
T$268.8M held · -1% of shares · -$110.8M value-108.1K sh
EBAY$163.7M held · -50% of shares · -$103.5M value-1.47M sh
GE$178.9M held · -51% of shares · -$99.6M value-502.7K sh
FOXA$100.0M held · -43% of shares · -$95.7M value-1.43M sh
WMT$277.5M held · -18% of shares · -$94.8M value-545.9K sh
JPM$979.1M held · -1% of shares · +$94.7M value-15.3K sh
NOW$32.2M held · -73% of shares · -$91.7M value-860.4K sh
GFI$196.3M held · -7% of shares · -$90.5M value-472.6K sh
NEM$338.9M held · -8% of shares · -$86.3M value-299.1K sh
HIG$166.4M held · -33% of shares · -$85.9M value-610.2K sh
ITUB$372.8M held · -17% of shares · -$85.5M value-9.06M sh
CNC$176.4M held · -5% of shares · +$81.9M value-138.3K sh
VIV$202.7M held · -13% of shares · -$79.0M value-2.31M sh
PG$130.0M held · -39% of shares · -$78.9M value-559.5K sh
BNY$439.0M held · -0% of shares · +$78.5M value-3.2K sh
ECL$89.1M held · -49% of shares · -$76.1M value-301.3K sh
CRWD$177.3M held · -11% of shares · +$75.4M value-28.8K sh
FTNT$256.2M held · -26% of shares · +$72.3M value-582.8K sh
ULTA$117.6M held · -28% of shares · -$71.9M value-101.8K sh
C$412.7M held · -2% of shares · +$71.8M value-56.8K sh
NRG$396.0K held · -99% of shares · -$70.8M value-484.6K sh
COF$84.3M held · -51% of shares · -$70.7M value-429.5K sh
NVR$852.0K held · -99% of shares · -$68.9M value-10.5K sh
LOW$279.0M held · -14% of shares · -$68.7M value-206.2K sh
TSLA$647.6M held · -1% of shares · +$67.5M value-20.6K sh
MDB$47.7M held · -70% of shares · -$67.0M value-326.5K sh
MNST$273.6M held · -2% of shares · +$63.6M value-51.7K sh
MA$488.0M held · -13% of shares · -$60.3M value-147.3K sh
RBLX$35.6M held · -61% of shares · -$60.2M value-1.04M sh
EQT$26.0M held · -62% of shares · -$55.2M value-786.9K sh
SPGI$34.1M held · -60% of shares · -$55.0M value-125.8K sh
ARM$35.5M held · -82% of shares · -$50.7M value-470.1K sh
JBL$363.9M held · -20% of shares · +$48.5M value-243.3K sh
KR$87.7M held · -13% of shares · -$43.0M value-227.4K sh
CME$39.2M held · -36% of shares · -$42.8M value-100.2K sh
NU$158.1M held · -15% of shares · -$42.6M value-2.13M sh
DIS$148.9M held · -21% of shares · -$40.5M value-418.4K sh
INCY$276.8M held · -3% of shares · +$40.1M value-72.6K sh
DD$113.2M held · +56% of shares · +$39.6M value · 1:3 reverse split+298.6K sh
CVS$207.8M held · -15% of shares · +$39.1M value-340.7K sh
J$13.7M held · -73% of shares · -$38.4M value-300.5K sh
PBR$125.7M held · -1% of shares · -$36.8M value-52.0K sh
TT$162.7M held · -31% of shares · -$36.5M value-146.8K sh
META$913.7M held · -2% of shares · -$35.8M value-37.5K sh
MCO$86.6M held · -31% of shares · -$34.0M value-85.3K sh
STT$176.8M held · -8% of shares · +$33.1M value-92.8K sh
CHKP$3.1M held · -91% of shares · -$32.9M value-228.1K sh
ALLE$51.1M held · -37% of shares · -$32.8M value-214.0K sh
STLD$248.0M held · -10% of shares · +$32.5M value-116.3K sh
BVN$125.1M held · -2% of shares · -$32.2M value-93.0K sh
CCI$16.3M held · -62% of shares · -$29.2M value-344.0K sh
SIMO$99.9M held · -53% of shares · +$29.0M value-331.9K sh
MELI$83.5M held · -24% of shares · -$28.7M value-15.7K sh
MMM$7.8M held · -80% of shares · -$27.5M value-194.6K sh
ED$150.9M held · -13% of shares · -$25.9M value-197.9K sh
PEG$9.9M held · -71% of shares · -$24.4M value-301.7K sh
TIMB$81.8M held · -5% of shares · -$24.3M value-184.9K sh
COR$25.9M held · -42% of shares · -$23.8M value-66.8K sh
AFL$126.4M held · -21% of shares · -$23.8M value-291.0K sh
COIN$26.5M held · -37% of shares · -$23.6M value-105.9K sh
ETN$7.9M held · -78% of shares · -$22.7M value-67.1K sh
TMO$289.6M held · -9% of shares · -$22.3M value-57.0K sh
EQH$12.3M held · -69% of shares · -$21.2M value-622.6K sh
TTWO$111.3M held · -33% of shares · -$20.8M value-223.5K sh
LTM$84.7M held · -32% of shares · -$20.4M value-671.5K sh
AIZ$6.9M held · -79% of shares · -$20.2M value-98.5K sh
XP$11.5M held · -57% of shares · -$20.1M value-951.4K sh
PLTR$60.4M held · -6% of shares · -$19.8M value-30.5K sh
GLW$42.6M held · -3% of shares · +$19.2M value-4.9K sh
WFC$10.7M held · -65% of shares · -$18.7M value-239.3K sh
UBER$262.4M held · -7% of shares · -$18.6M value-270.6K sh
ACN$29.7M held · -2% of shares · -$18.4M value-3.8K sh
TME$11.3M held · -57% of shares · -$18.1M value-1.81M sh
AMT$30.7M held · -32% of shares · -$17.1M value-89.1K sh
RJF$4.1M held · -81% of shares · -$16.7M value-116.5K sh
SJM$699.0K held · -97% of shares · -$16.7M value-173.8K sh
HOOD$63.3M held · -7% of shares · +$16.4M value-45.4K sh
HIMX$54.7M held · -27% of shares · +$16.2M value-1.32M sh
SPOT$222.5M held · -1% of shares · -$16.0M value-7.3K sh
IDXX$90.8M held · -9% of shares · -$15.9M value-17.4K sh
HUM$1.0M held · -97% of shares · -$15.4M value-92.1K sh
IFF$5.4M held · -76% of shares · -$15.0M value-212.4K sh

1–100 of 359

Opened (57)

3 moved by a corporate action (dashed).

Closed (64)

2 moved by a corporate action (dashed).