Who owns Boston Partners Long/Short Research Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BPIRX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 634,222 shares of Boston Partners Long/Short Research Fund worth $9.5M — about 1.6% of shares outstanding; the largest disclosed holder is Broderick Brian C. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$9.5M
value, 2026 filers
1.6%
of shares outstanding (634,222 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BPIRX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Broderick Brian C | 593,224 | $8.9M | 1.4% | 1.5% | 0.0% |
| 2 | SOMERVILLE KURT F | 26,891 | $401,493 | 0.1% | 0.1% | 0.0% |
| 3 | Dempze Nancy E | 12,962 | $193,520 | 0.1% | 0% | 0.0% |
| 4 | Financial Gravity Companies, Inc.NEW | 1,145 | $17,090 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.