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
$1.27T
$128 Million 0.7% of portfolio
770,758
Q1 2025 Added 57.69%
$7.96B
$128 Million 0.7% of portfolio
575,129
Q1 2025 Reduced 2.86%
$226B
$124 Million 0.68% of portfolio
26,899
Q1 2025 Added 45.61%
$1.12T
$125 Million 0.68% of portfolio
799,134
Q1 2025 Reduced 14.65%
$9.93B
$122 Million 0.67% of portfolio
399,796
Q1 2025 Reduced 8.74%
$142B
$122 Million 0.67% of portfolio
1,005,068
Q1 2025 Reduced 6.31%
$18.6B
$122 Million 0.67% of portfolio
1,013,337
Q1 2025 Added 26.12%
$83.1B
$121 Million 0.66% of portfolio
1,785,786
Q1 2025 Added 49.49%
$177B
$119 Million 0.65% of portfolio
612,197
Q1 2025 Reduced 4.99%
$29.8B
$117 Million 0.64% of portfolio
462,138
Q1 2025 Reduced 2.62%
$61.7B
$115 Million 0.63% of portfolio
1,427,864
Q1 2025 Reduced 4.23%
$11B
$112 Million 0.61% of portfolio
1,106,249
Q1 2025 Reduced 14.84%
$179B
$110 Million 0.6% of portfolio
1,507,525
Q1 2025 Reduced 1.9%
$17.2B
$106 Million 0.58% of portfolio
1,235,977
Q1 2025 Reduced 7.06%
$6.42B
$107 Million 0.58% of portfolio
915,487
Q1 2025 Added 26.38%
$49.1B
$101 Million 0.55% of portfolio
322,643
Q1 2025 Reduced 6.37%
$192B
$96.7 Million 0.53% of portfolio
3,420,893
Q1 2025 Reduced 15.33%
$2.69B
$94.7 Million 0.52% of portfolio
847,048
Q1 2025 Reduced 15.19%
$172B
$91.2 Million 0.5% of portfolio
2,010,403
Q1 2025 Added 10.1%
$377B
$89.2 Million 0.49% of portfolio
2,137,852
Q1 2025 Added 0.38%
$170B
$89.9 Million 0.49% of portfolio
234,422
Q1 2025 Added 17.72%
$7.94B
$87.9 Million 0.48% of portfolio
578,496
Q1 2025 Added 32.46%
$54.4B
$88.5 Million 0.48% of portfolio
809,814
Q1 2025 Reduced 4.62%
$26.7B
$87.1 Million 0.48% of portfolio
235,716
Q1 2025 Added 3.31%
$57.9B
$88.1 Million 0.48% of portfolio
380,601
Q1 2025 Reduced 3.6%
$13.5B
$88.1 Million 0.48% of portfolio
285,873
Q1 2025 Added 26.37%
$178B
$85.9 Million 0.47% of portfolio
275,304
Q1 2025 Reduced 2.97%
$119B
$85.6 Million 0.47% of portfolio
952,165
Q1 2025 Reduced 4.44%
$4.12B
$84.7 Million 0.46% of portfolio
1,089,926
Q1 2025 Added 13.16%
$43.2B
$84.4 Million 0.46% of portfolio
200,967
Q1 2025 Added 17.41%
$296B
$83.3 Million 0.46% of portfolio
497,651
Q1 2025 Added 3.83%
$124B
$79.6 Million 0.44% of portfolio
394,640
Q1 2025 Reduced 24.54%
$56.6B
$77.8 Million 0.43% of portfolio
124,180
Q1 2025 Added 275.94%
$31.6B
$78.3 Million 0.43% of portfolio
2,400,015
Q1 2025 Reduced 6.7%
$258B
$79.4 Million 0.43% of portfolio
903,983
Q1 2025 Reduced 13.5%
$426B
$78.2 Million 0.43% of portfolio
471,543
Q1 2025 Reduced 1.12%
$26.8B
$77.8 Million 0.43% of portfolio
5,042,518
Q1 2025 Added 2.97%
$11.2B
$76.9 Million 0.42% of portfolio
389,247
Q1 2025 Added 12.8%
$67.2B
$76.4 Million 0.42% of portfolio
1,809,191
Q1 2025 Added 8.44%
$148B
$76.6 Million 0.42% of portfolio
1,080,401
Q1 2025 Reduced 1.78%
$19.5B
$76.4 Million 0.42% of portfolio
264,458
Q1 2025 Reduced 3.18%
$16.4B
$73.8 Million 0.4% of portfolio
329,793
Q1 2025 Added 21.01%
$11.8B
$73.1 Million 0.4% of portfolio
229,529
Q1 2025 Reduced 1.94%
$102B
$69.8 Million 0.38% of portfolio
1,144,981
Q1 2025 Added 8.09%
$32.1B
$70 Million 0.38% of portfolio
767,908
Q1 2025 Added 9.41%
$10.7B
$68.7 Million 0.38% of portfolio
1,117,967
Q1 2025 Reduced 4.53%
$27.5B
$69.1 Million 0.38% of portfolio
1,278,206
Q1 2025 Reduced 16.13%
$167B
$67.3 Million 0.37% of portfolio
135,275
Q1 2025 Reduced 8.03%
$8.67B
$68.5 Million 0.37% of portfolio
1,022,191
Q1 2025 Reduced 15.31%

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
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