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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.06B
$36.6 Million 0.2% of portfolio
1,261,307
Q1 2025 Added 14.53%
$5.06B
$35.5 Million 0.19% of portfolio
364,219
Q1 2025 New
$152B
$33.5 Million 0.18% of portfolio
123,295
Q1 2025 Reduced 3.95%
$6.95B
$33.7 Million 0.18% of portfolio
1,299,806
Q1 2025 Added 10,999.97%
$160B
$32.1 Million 0.18% of portfolio
151,538
Q1 2025 Reduced 2.82%
$61.4B
$32.8 Million 0.18% of portfolio
123,881
Q1 2025 Reduced 24.28%
$38.9B
$30.3 Million 0.17% of portfolio
146,184
Q1 2025 Reduced 5.28%
$34.4B
$31.2 Million 0.17% of portfolio
266,657
Q1 2025 Reduced 4.76%
$9.41B
$28.5 Million 0.16% of portfolio
262,096
Q1 2025 Added 10.72%
$303B
$29.1 Million 0.16% of portfolio
405,781
Q1 2025 Added 30.95%
$3.47B
$26.5 Million 0.15% of portfolio
748,566
Q1 2025 Reduced 5.28%
$19.8B
$26.7 Million 0.15% of portfolio
213,562
Q1 2025 New
$11.7B
$27.4 Million 0.15% of portfolio
137,059
Q1 2025 Added 125.98%
$153B
$27.5 Million 0.15% of portfolio
745,479
Q1 2025 Reduced 60.18%
$82.4B
$26.8 Million 0.15% of portfolio
98,471
Q1 2025 Reduced 2.69%
$369B
$24.9 Million 0.14% of portfolio
145,925
Q1 2025 Reduced 1.43%
$47.1B
$25.4 Million 0.14% of portfolio
350,973
Q1 2025 Added 15.38%
$169B
$23.5 Million 0.13% of portfolio
300,474
Q1 2025 New
$6.85B
$19.5 Million 0.11% of portfolio
335,756
Q1 2025 Reduced 39.35%
$88B
$19 Million 0.1% of portfolio
74,628
Q1 2025 Reduced 5.36%
$98.3B
$18.8 Million 0.1% of portfolio
168,559
Q1 2025 Added 36.97%
$1.48B
$18.9 Million 0.1% of portfolio
376,391
Q1 2025 Reduced 33.98%
$5.08B
$19.2 Million 0.1% of portfolio
86,756
Q1 2025 Added 1,056.75%
$27B
$18.9 Million 0.1% of portfolio
60,929
Q1 2025 New
$99.9B
$16.1 Million 0.09% of portfolio
60,614
Q1 2025 Reduced 4.56%
$75.9B
$16.1 Million 0.09% of portfolio
66,451
Q1 2025 Reduced 9.6%
$15.9B
$15.8 Million 0.09% of portfolio
245,186
Q1 2025 Reduced 3.39%
$20.6B
$15.3 Million 0.08% of portfolio
203,781
Q1 2025 Reduced 17.14%
$173B
$14.9 Million 0.08% of portfolio
216,571
Q1 2025 Reduced 3.91%
$72.8B
$14.6 Million 0.08% of portfolio
155,333
Q1 2025 Reduced 0.63%
$8.83B
$14.3 Million 0.08% of portfolio
311,973
Q1 2025 Reduced 3.3%
$27.7B
$13.9 Million 0.08% of portfolio
75,658
Q1 2025 Reduced 68.51%
$5.13B
$13 Million 0.07% of portfolio
201,143
Q1 2025 Added 0.74%
$136B
$12.9 Million 0.07% of portfolio
115,039
Q1 2025 New
$18B
$12.7 Million 0.07% of portfolio
37,812
Q1 2025 Reduced 2.99%
$160B
$12.7 Million 0.07% of portfolio
40,624
Q1 2025 Reduced 30.28%
$104B
$13.7 Million 0.07% of portfolio
62,768
Q1 2025 Reduced 3.33%
$25.1B
$13 Million 0.07% of portfolio
129,877
Q1 2025 Reduced 19.56%
$27.3B
$11.8 Million 0.06% of portfolio
107,912
Q1 2025 Reduced 1.8%
$82.7B
$11.1 Million 0.06% of portfolio
115,267
Q1 2025 New
$23.5B
$11.5 Million 0.06% of portfolio
34,885
Q1 2025 Added 11.25%
$0
$8.55 Million 0.05% of portfolio
93,231
Q1 2025 Added 6.32%
$817M
$9.41 Million 0.05% of portfolio
672,420
Q1 2025 Added 222.85%
$9.17B
$8.07 Million 0.04% of portfolio
189,052
Q1 2025 Added 2.41%
$26.3B
$5.4 Million 0.03% of portfolio
29,973
Q1 2025 Reduced 93.62%
$1.63B
$5.47 Million 0.03% of portfolio
449,272
Q1 2025 Added 220.69%
$3.98B
$5.75 Million 0.03% of portfolio
150,142
Q1 2025 Reduced 13.69%
$9.96B
$5.35 Million 0.03% of portfolio
200,009
Q1 2025 Reduced 3.37%
$145B
$5.07 Million 0.03% of portfolio
17,905
Q1 2025 Added 4.21%

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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