Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $18.3 Billion
  • Q1 2025

Epoch Investment Partners, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $18.3 Billion distributed in 617 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $462M, Microsoft Corp with a value of $436M, Jpmorgan Chase & CO with a value of $392M, Unitedhealth Group Inc with a value of $319M, and Paychex Inc with a value of $284M.

Examining the 13F form we can see an decrease of $1.11B in the current position value, from $19.4B to 18.3B.

Epoch Investment Partners, Inc. is based out at New York, NY

Below you can find more details about Epoch Investment Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $18.3 Billion
Technology: $3.62 Billion
Healthcare: $3.08 Billion
Financial Services: $2.7 Billion
Industrials: $2.53 Billion
Consumer Cyclical: $2.24 Billion
Communication Services: $1.12 Billion
Consumer Defensive: $1.1 Billion
Energy: $608 Million
Other: $1.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62T
$462 Million 2.53% of portfolio
801,916
Q1 2025 Reduced 5.25%
$3.81T
$436 Million 2.38% of portfolio
1,160,313
Q1 2025 Reduced 0.45%
$850B
$392 Million 2.14% of portfolio
1,597,329
Q1 2025 Reduced 6.91%
$269B
$319 Million 1.74% of portfolio
609,231
Q1 2025 Reduced 14.52%
$51.6B
$284 Million 1.55% of portfolio
1,841,132
Q1 2025 Reduced 1.84%
$116B
$275 Million 1.5% of portfolio
1,640,433
Q1 2025 Reduced 33.28%
$572B
$266 Million 1.45% of portfolio
757,597
Q1 2025 Reduced 31.76%
$140B
$255 Million 1.39% of portfolio
1,078,896
Q1 2025 Reduced 6.38%
$104B
$240 Million 1.31% of portfolio
694,906
Q1 2025 Reduced 8.14%
$3.38T
$237 Million 1.3% of portfolio
1,066,994
Q1 2025 Reduced 21.1%
$70.2B
$236 Million 1.29% of portfolio
1,431,599
Q1 2025 Added 0.38%
$260B
$232 Million 1.27% of portfolio
864,302
Q1 2025 Reduced 6.64%
$42.1B
$223 Million 1.22% of portfolio
1,418,487
Q1 2025 Added 0.01%
$530B
$210 Million 1.15% of portfolio
383,578
Q1 2025 Reduced 1.49%
$57.6B
$210 Million 1.15% of portfolio
433,847
Q1 2025 Reduced 10.4%
$27.3B
$202 Million 1.1% of portfolio
108,019
Q1 2025 Added 49.54%
$431B
$195 Million 1.06% of portfolio
1,797,492
Q1 2025 Added 17.64%
$30.2B
$192 Million 1.05% of portfolio
585,566
Q1 2025 Reduced 19.3%
$422B
$189 Million 1.03% of portfolio
199,493
Q1 2025 Reduced 15.38%
$236B
$188 Million 1.03% of portfolio
699,025
Q1 2025 Reduced 12.02%
$2.28T
$187 Million 1.02% of portfolio
980,572
Q1 2025 Reduced 4.81%
$166B
$185 Million 1.01% of portfolio
1,272,170
Q1 2025 Added 3.48%
$32.7B
$175 Million 0.96% of portfolio
1,795,324
Q1 2025 Reduced 4.09%
$105B
$176 Million 0.96% of portfolio
720,834
Q1 2025 Added 25.54%
$171B
$174 Million 0.95% of portfolio
1,134,088
Q1 2025 Reduced 1.75%
$133B
$172 Million 0.94% of portfolio
252,450
Q1 2025 Reduced 3.45%
$338B
$170 Million 0.93% of portfolio
809,041
Q1 2025 Reduced 1.14%
$1.07T
$164 Million 0.9% of portfolio
1,061,948
Q1 2025 Added 2.41%
$43.9B
$165 Million 0.9% of portfolio
1,898,489
Q1 2025 Reduced 14.24%
$26.3B
$159 Million 0.87% of portfolio
2,049,411
Q1 2025 Reduced 8.65%
$10.9B
$159 Million 0.87% of portfolio
2,805,136
Q1 2025 Reduced 7.09%
$23.9B
$155 Million 0.85% of portfolio
21,402
Q1 2025 Reduced 2.38%
$23.3B
$153 Million 0.84% of portfolio
1,744,727
Q1 2025 Reduced 3.3%
$6.82B
$154 Million 0.84% of portfolio
250,711
Q1 2025 Reduced 0.6%
$16.6B
$152 Million 0.83% of portfolio
329,819
Q1 2025 Reduced 1.68%
$5.75B
$148 Million 0.81% of portfolio
102,973
Q1 2025 Reduced 5.28%
$108B
$149 Million 0.81% of portfolio
1,518,796
Q1 2025 Reduced 1.24%
$215B
$147 Million 0.8% of portfolio
1,996,700
Q1 2025 Reduced 1.49%
$253B
$146 Million 0.8% of portfolio
588,245
Q1 2025 Reduced 23.85%
$724B
$141 Million 0.77% of portfolio
171,054
Q1 2025 Reduced 7.38%
$27.1B
$141 Million 0.77% of portfolio
119,269
Q1 2025 Added 26.33%
$631B
$135 Million 0.74% of portfolio
253,688
Q1 2025 Reduced 10.52%
$280B
$133 Million 0.73% of portfolio
2,159,764
Q1 2025 Reduced 4.66%
$59B
$132 Million 0.72% of portfolio
207,456
Q1 2025 Added 5.17%
$47.5B
$131 Million 0.72% of portfolio
441,191
Q1 2025 Reduced 12.21%
$1.69B
$133 Million 0.72% of portfolio
3,135,411
Q1 2025 Reduced 5.26%
$278B
$131 Million 0.71% of portfolio
822,538
Q1 2025 Reduced 9.32%
$25.1B
$130 Million 0.71% of portfolio
354,968
Q1 2025 Reduced 2.08%
$125B
$129 Million 0.71% of portfolio
422,274
Q1 2025 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 617
  • Current Value $18.3 Billion
  • Prior Value $19.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
Track This Portfolio

Track Epoch Investment Partners, Inc. Portfolio

Follow Epoch Investment Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epoch Investment Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Epoch Investment Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email