Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $18.3 Billion
  • Q2 2025

Epoch Investment Partners, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $18.3 Billion distributed in 622 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $551M, Microsoft Corp with a value of $540M, Broadcom Inc. with a value of $439M, Jpmorgan Chase & CO with a value of $400M, and Amazon Com Inc with a value of $260M.

Examining the 13F form we can see an decrease of $12.4M in the current position value, from $18.3B 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: $4.39 Billion
Healthcare: $2.77 Billion
Financial Services: $2.57 Billion
Industrials: $2.33 Billion
Consumer Cyclical: $2.16 Billion
Communication Services: $1.16 Billion
Consumer Defensive: $1.06 Billion
Energy: $599 Million
Other: $1.24 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$106 Million 0.58% of portfolio
2,759,650
Q2 2025 Reduced 11.98%
$1.99B
$58.8 Million 0.32% of portfolio
2,516,072
Q2 2025 Reduced 6.94%
$1.49B
$28.5 Million 0.16% of portfolio
1,241,369
Q2 2025 Reduced 1.58%
$1.19B
$19.8 Million 0.11% of portfolio
351,959
Q2 2025 Reduced 6.49%
$828M
$8.25 Million 0.05% of portfolio
590,843
Q2 2025 Reduced 12.13%
$1.49B
$5.46 Million 0.03% of portfolio
359,430
Q2 2025 Reduced 20.0%
$1.43B
$2.76 Million 0.02% of portfolio
49,195
Q2 2025 Reduced 21.18%
$841M
$1.25 Million 0.01% of portfolio
49,724
Q2 2025 New
$1.81B
$1.04 Million 0.01% of portfolio
24,209
Q1 2025 Reduced 59.83%
$908M
$1.42 Million 0.01% of portfolio
179,731
Q2 2025 New
$509M
$1.5 Million 0.01% of portfolio
27,310
Q1 2025 Reduced 48.46%
$1.87B
$1.7 Million 0.01% of portfolio
19,691
Q1 2025 Reduced 45.74%
$723M
$833,000 0.0% of portfolio
28,269
Q1 2025 Reduced 40.48%
$399M
$698,000 0.0% of portfolio
113,511
Q1 2025 New
$1.18B
$518,000 0.0% of portfolio
64,065
Q1 2025 Reduced 46.99%
$1.63B
$376,000 0.0% of portfolio
7,701
Q2 2025 New
$1.04B
$773,000 0.0% of portfolio
73,315
Q1 2025 Reduced 13.52%

Summary

  • Portfolio
  • No. of Stocks 622
  • Current Value $18.3 Billion
  • Prior Value $18.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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