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
$1.31B
$5.6 Million 0.03% of portfolio
777,405
Q1 2025 Added 634.75%
$75B
$5.5 Million 0.03% of portfolio
68,710
Q1 2025 Reduced 93.27%
$1.36B
$3.14 Million 0.02% of portfolio
62,416
Q1 2025 Reduced 4.29%
$54B
$3.32 Million 0.02% of portfolio
30,610
Q1 2025 Reduced 9.78%
$3.66B
$3.33 Million 0.02% of portfolio
62,977
Q1 2025 Reduced 13.49%
$527M
$1.42 Million 0.01% of portfolio
27,310
Q1 2025 Reduced 48.46%
$32.6B
$1.21 Million 0.01% of portfolio
3,825
Q1 2025 New
$9.56B
$2.59 Million 0.01% of portfolio
20,423
Q1 2025 Added 169.08%
$1.8B
$1.45 Million 0.01% of portfolio
44,184
Q1 2025 Reduced 48.44%
$2.31B
$921,000 0.01% of portfolio
41,062
Q1 2025 New
$11.1B
$1.05 Million 0.01% of portfolio
2,151
Q1 2025 New
$3.15B
$1.47 Million 0.01% of portfolio
37,697
Q1 2025 Reduced 48.29%
$306M
$1.46 Million 0.01% of portfolio
132,439
Q1 2025 Added 5.37%
$6.04B
$1.51 Million 0.01% of portfolio
26,162
Q1 2025 Reduced 40.66%
$28B
$1.71 Million 0.01% of portfolio
16,747
Q1 2025 Added 45.96%
$5.97B
$2.54 Million 0.01% of portfolio
89,729
Q1 2025 Reduced 44.11%
$1.65B
$1.53 Million 0.01% of portfolio
19,691
Q1 2025 Reduced 45.74%
$61.6B
$1.01 Million 0.01% of portfolio
2,728
Q1 2025 Added 16.04%
$19.2B
$1.79 Million 0.01% of portfolio
4,121
Q1 2025 New
$5.81B
$1.6 Million 0.01% of portfolio
13,219
Q1 2025 Reduced 43.58%
$4.9B
$1.2 Million 0.01% of portfolio
9,849
Q1 2025 Reduced 42.76%
$142B
$1.67 Million 0.01% of portfolio
8,157
Q1 2025 Reduced 10.51%
$7.14B
$1.08 Million 0.01% of portfolio
6,049
Q1 2025 Reduced 44.78%
$90.6B
$1.53 Million 0.01% of portfolio
34,632
Q1 2025 Reduced 33.69%
$2.27B
$1.81 Million 0.01% of portfolio
21,393
Q1 2025 Reduced 58.76%
$7.21B
$1.77 Million 0.01% of portfolio
7,207
Q4 2024 Reduced 12.59%
$84.1B
$993,000 0.01% of portfolio
5,435
Q1 2025 Added 83.31%
$151B
$1.32 Million 0.01% of portfolio
2,813
Q1 2025 Reduced 14.99%
$2.43B
$2.43 Million 0.01% of portfolio
33,272
Q1 2025 Reduced 39.52%
$5.76B
$674,000 0.0% of portfolio
9,386
Q1 2025 Reduced 25.32%
$1.32B
$500,000 0.0% of portfolio
64,065
Q1 2025 Reduced 46.99%
$361M
$619,000 0.0% of portfolio
113,511
Q1 2025 New
$32.7B
$259,000 0.0% of portfolio
2,695
Q1 2025 Reduced 51.41%
$7.15B
$206,000 0.0% of portfolio
1,482
Q1 2025 Reduced 46.54%
$58.7B
$557,000 0.0% of portfolio
3,266
Q1 2025 Reduced 56.59%
$7.72B
$600,000 0.0% of portfolio
8,260
Q1 2025 Added 96.9%
$38.8B
$225,000 0.0% of portfolio
974
Q1 2025 Reduced 28.49%
$2.55B
$363,000 0.0% of portfolio
35,559
Q1 2025 Reduced 48.7%
$8.05B
$847,000 0.0% of portfolio
10,696
Q1 2025 New
$828M
$259,000 0.0% of portfolio
28,720
Q1 2025 Reduced 49.33%
$1.08B
$808,000 0.0% of portfolio
73,315
Q1 2025 Reduced 13.52%
$2.61B
$880,000 0.0% of portfolio
4,938
Q1 2025 Reduced 45.58%
$92.6B
$702,000 0.0% of portfolio
3,034
Q4 2024 Reduced 62.48%
$6.07B
$575,000 0.0% of portfolio
17,524
Q1 2025 Reduced 48.7%
Viper Energy Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.99%
Servicetitan Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$710M
$656,000 0.0% of portfolio
28,269
Q1 2025 Reduced 40.48%
$12.1B
$726,000 0.0% of portfolio
19,929
Q1 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 31.27%

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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