Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $19.4 Billion
  • Q4 2024

Epoch Investment Partners, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $19.4 Billion distributed in 616 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $570M, Meta Platforms, Inc. with a value of $499M, Microsoft Corp with a value of $491M, Jpmorgan Chase & CO with a value of $411M, and Unitedhealth Group Inc with a value of $361M.

Examining the 13F form we can see an decrease of $2.26B in the current position value, from $21.7B to 19.4B.

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 $19.4 Billion
Technology: $4.41 Billion
Healthcare: $2.94 Billion
Financial Services: $2.77 Billion
Industrials: $2.59 Billion
Consumer Cyclical: $2.37 Billion
Communication Services: $1.27 Billion
Consumer Defensive: $1.1 Billion
Energy: $610 Million
Other: $1.34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$126 Million 0.65% of portfolio
430,875
Q4 2024 Reduced 2.51%
$177B
$125 Million 0.65% of portfolio
644,383
Q4 2024 Reduced 3.82%
$24.8B
$125 Million 0.64% of portfolio
72,233
Q4 2024 Added 10.83%
$65.7B
$122 Million 0.63% of portfolio
1,490,863
Q4 2024 Reduced 10.62%
$115B
$122 Million 0.63% of portfolio
574,190
Q4 2024 Reduced 2.88%
$1.88B
$123 Million 0.63% of portfolio
3,309,547
Q4 2024 Added 5.28%
$45.4B
$120 Million 0.62% of portfolio
344,603
Q4 2024 Reduced 2.33%
$9.69B
$120 Million 0.62% of portfolio
1,299,005
Q4 2024 Reduced 21.94%
$27B
$116 Million 0.6% of portfolio
94,407
Q4 2024 Added 11.15%
$105B
$111 Million 0.57% of portfolio
522,983
Q4 2024 Reduced 9.93%
$235B
$109 Million 0.56% of portfolio
907,052
Q4 2024 Reduced 9.65%
$20.7B
$105 Million 0.54% of portfolio
4,897,034
Q4 2024 Added 24.12%
$18.8B
$104 Million 0.53% of portfolio
228,173
Q4 2024 Added 4.76%
$17.1B
$101 Million 0.52% of portfolio
1,329,917
Q4 2024 Added 186.61%
$25.9B
$98.2 Million 0.51% of portfolio
474,554
Q4 2024 Reduced 5.31%
$192B
$99.8 Million 0.51% of portfolio
283,744
Q4 2024 Added 0.31%
$233B
$94.4 Million 0.49% of portfolio
1,045,093
Q4 2024 Reduced 18.52%
$28.2B
$92.8 Million 0.48% of portfolio
470,133
Q4 2024 Added 3.37%
$341B
$93.6 Million 0.48% of portfolio
2,129,698
Q4 2024 Reduced 12.11%
$150B
$92.7 Million 0.48% of portfolio
1,536,727
Q4 2024 Added 42.72%
$193B
$92 Million 0.47% of portfolio
4,040,376
Q4 2024 Reduced 4.26%
$183B
$91.8 Million 0.47% of portfolio
18,473
Q4 2024 Reduced 1.93%
$19B
$89 Million 0.46% of portfolio
803,490
Q4 2024 Added 1.65%
$16.9B
$89.3 Million 0.46% of portfolio
272,525
Q4 2024 Added 3.8%
$180B
$88.6 Million 0.46% of portfolio
199,132
Q4 2024 Reduced 2.73%
$56.7B
$84.8 Million 0.44% of portfolio
394,813
Q4 2024 Added 5.91%
$6.66B
$82.9 Million 0.43% of portfolio
724,406
Q4 2024 Reduced 0.34%
$8.23B
$81.3 Million 0.42% of portfolio
1,206,977
Q4 2024 Added 2.59%
$57B
$80.6 Million 0.42% of portfolio
1,021,668
Q4 2024 Reduced 13.34%
$25.3B
$80.9 Million 0.42% of portfolio
701,877
Q4 2024 Reduced 0.94%
$63.7B
$79.8 Million 0.41% of portfolio
1,668,385
Q4 2024 Reduced 5.55%
$25.4B
$78.6 Million 0.41% of portfolio
747,550
Q4 2024 Reduced 41.09%
$12.7B
$79.8 Million 0.41% of portfolio
234,064
Q4 2024 Added 2.34%
$120B
$79.6 Million 0.41% of portfolio
996,372
Q4 2024 Reduced 11.09%
$14.2B
$79.8 Million 0.41% of portfolio
226,212
Q4 2024 Reduced 5.27%
$139B
$78.9 Million 0.41% of portfolio
1,099,925
Q4 2024 Reduced 13.05%
$72.6B
$80.2 Million 0.41% of portfolio
1,481,584
Q4 2024 Reduced 2.4%
$54B
$78.3 Million 0.4% of portfolio
849,072
Q4 2024 Reduced 6.58%
$12.5B
$78.3 Million 0.4% of portfolio
220,714
Q4 2024 Reduced 28.36%
$203B
$76.5 Million 0.39% of portfolio
147,091
Q4 2024 Reduced 40.25%
$10.7B
$76.2 Million 0.39% of portfolio
281,968
Q4 2024 Reduced 13.35%
$66.9B
$75.3 Million 0.39% of portfolio
607,412
Q4 2024 Reduced 16.57%
$8.04B
$75.9 Million 0.39% of portfolio
345,065
Q4 2024 Added 1.84%
$30.4B
$75.1 Million 0.39% of portfolio
2,572,405
Q4 2024 Reduced 1.51%
$16.4B
$73.5 Million 0.38% of portfolio
273,130
Q4 2024 Added 8.66%
$185B
$73 Million 0.38% of portfolio
1,825,968
Q4 2024 Reduced 6.39%
$3.66B
$71.9 Million 0.37% of portfolio
963,161
Q4 2024 Reduced 2.99%
$84B
$71.4 Million 0.37% of portfolio
565,952
Q4 2024 Reduced 5.11%
$39.6B
$71.9 Million 0.37% of portfolio
1,034,566
Q4 2024 Reduced 21.83%

Summary

  • Portfolio
  • No. of Stocks 616
  • Current Value $19.4 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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