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
$1.92B
$67.4 Million 0.37% of portfolio
2,703,761
Q1 2025 Added 13.28%
$72.6B
$65.1 Million 0.36% of portfolio
592,031
Q1 2025 Added 4.61%
$4.36B
$66.4 Million 0.36% of portfolio
2,626,791
Q1 2025 Reduced 1.48%
$31.4B
$65 Million 0.36% of portfolio
1,308,471
Q1 2025 Added 9.88%
$20.6B
$66.1 Million 0.36% of portfolio
938,772
Q1 2025 Reduced 0.2%
$223B
$66.7 Million 0.36% of portfolio
503,298
Q1 2025 Reduced 3.79%
$207B
$63.5 Million 0.35% of portfolio
707,848
Q1 2025 Added 3.78%
$50.8B
$64.5 Million 0.35% of portfolio
1,204,248
Q1 2025 Reduced 12.65%
$85.4B
$63.7 Million 0.35% of portfolio
580,974
Q1 2025 Reduced 4.35%
$17.8B
$64.1 Million 0.35% of portfolio
173,791
Q1 2025 Added 6.04%
$21.3B
$64.7 Million 0.35% of portfolio
970,718
Q1 2025 Reduced 3.88%
$28.7B
$61.4 Million 0.34% of portfolio
714,025
Q1 2025 Reduced 4.48%
$221B
$61.6 Million 0.34% of portfolio
197,054
Q1 2025 Reduced 4.19%
$21.1B
$63.1 Million 0.34% of portfolio
185,232
Q1 2025 Added 9.38%
$13.1B
$62.4 Million 0.34% of portfolio
407,921
Q1 2025 Added 10.72%
$41.7B
$62.4 Million 0.34% of portfolio
432,055
Q1 2025 Reduced 4.27%
$95.7B
$60.4 Million 0.33% of portfolio
889,988
Q1 2025 Reduced 4.42%
$20B
$60.3 Million 0.33% of portfolio
1,726,463
Q1 2025 Added 1.77%
$79.2B
$58.1 Million 0.32% of portfolio
330,738
Q1 2025 Reduced 4.5%
$200B
$57.9 Million 0.32% of portfolio
386,104
Q1 2025 Added 36.49%
$16.3B
$57.6 Million 0.31% of portfolio
1,436,387
Q1 2025 Reduced 20.21%
$33.5B
$56.9 Million 0.31% of portfolio
522,231
Q1 2025 Reduced 3.18%
$14.4B
$54.6 Million 0.3% of portfolio
657,994
Q1 2025 Reduced 6.5%
$368B
$54.7 Million 0.3% of portfolio
149,346
Q1 2025 Reduced 4.07%
$90.4B
$54.2 Million 0.3% of portfolio
444,601
Q1 2025 Reduced 4.81%
$138B
$53.9 Million 0.29% of portfolio
2,128,420
Q1 2025 Added 2.89%
$12.1B
$53.2 Million 0.29% of portfolio
214,431
Q1 2025 Reduced 18.89%
$13.1B
$53.9 Million 0.29% of portfolio
295,282
Q1 2025 Reduced 5.26%
$8.05B
$52.8 Million 0.29% of portfolio
827,247
Q1 2025 Added 6.29%
$305B
$52.6 Million 0.29% of portfolio
733,768
Q1 2025 Reduced 8.42%
$10.3B
$50.8 Million 0.28% of portfolio
533,509
Q1 2025 Reduced 4.92%
$6.37B
$51.3 Million 0.28% of portfolio
320,566
Q1 2025 Reduced 6.96%
$59.7B
$50.6 Million 0.28% of portfolio
1,229,562
Q1 2025 Reduced 4.79%
$68B
$50.4 Million 0.28% of portfolio
1,475,705
Q1 2025 Reduced 5.85%
$22.9B
$50.4 Million 0.28% of portfolio
2,321,605
Q1 2025 Reduced 0.53%
$34.8B
$49.3 Million 0.27% of portfolio
850,519
Q1 2025 Reduced 6.66%
$60.6B
$50.2 Million 0.27% of portfolio
766,054
Q1 2025 Reduced 25.95%
$10.6B
$48.6 Million 0.27% of portfolio
262,096
Q1 2025 Reduced 6.49%
$18.1B
$47.8 Million 0.26% of portfolio
288,904
Q1 2025 Reduced 4.48%
$123B
$46.8 Million 0.26% of portfolio
104,851
Q1 2025 Reduced 4.61%
$12.7B
$47.5 Million 0.26% of portfolio
274,424
Q1 2025 Reduced 2.68%
$4.88B
$45.5 Million 0.25% of portfolio
597,704
Q1 2025 Added 222.84%
$9.78B
$46.6 Million 0.25% of portfolio
1,177,943
Q1 2025 Reduced 1.59%
$85.4B
$46.1 Million 0.25% of portfolio
706,567
Q1 2025 New
$41B
$43.6 Million 0.24% of portfolio
900,547
Q1 2025 New
$15.2B
$44.4 Million 0.24% of portfolio
603,051
Q1 2025 Added 5.09%
$119B
$39.7 Million 0.22% of portfolio
81,836
Q1 2025 Reduced 5.37%
$25.1B
$36.6 Million 0.2% of portfolio
228,944
Q1 2025 Reduced 31.13%
$14.8B
$36.3 Million 0.2% of portfolio
435,154
Q1 2025 Reduced 5.26%

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