Epoch-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "AX",
  "MGY",
  "FN",
  "NVR",
  "POOL",
  "NTR",
  "AGI.TO",
  "RBC",
  "LYFT",
  "BEPC",
  "RF",
  "QSR",
  "KRG",
  "PATK",
  "STR",
  "MPLX",
  "ACN",
  "CASH",
  "ABBV",
  "ADBE",
  "A",
  "JLL",
  "GOOGL",
  "RUSHA",
  "AXP",
  "ABG",
  "APAM",
  "T",
  "BLK",
  "AVGO",
  "BLBD",
  "CMI",
  "KRP",
  "MSGE",
  "DUK",
  "MCRI",
  "MAC",
  "EHC",
  "PRVA",
  "WTRG",
  "TTAN",
  "EXPD",
  "NMFC",
  "GD",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "HUBB",
  "HGTY",
  "AMAT",
  "EMR",
  "BKNG",
  "JBI",
  "META",
  "SMBC",
  "KNSL",
  "LRCX",
  "LAZ",
  "GAM",
  "LIN",
  "ENSG",
  "MMC",
  "MA",
  "UI",
  "MDT",
  "MSFT",
  "MDLZ",
  "EVR",
  "NI",
  "HAS",
  "OMC",
  "ODFL",
  "ORLY",
  "PCAR",
  "AER",
  "AMP",
  "FAST",
  "ANSS",
  "ANET",
  "KLAC",
  "DASH",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "DOW",
  "UNH",
  "AAPL",
  "BXSL",
  "NVDA",
  "HPE",
  "ENB",
  "GEHC",
  "PFE",
  "LMT",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "NN",
  "AMGN",
  "KVUE",
  "PPG",
  "REGN",
  "RS",
  "O",
  "SNA",
  "RTX",
  null,
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "SNPS",
  "TKO",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UTHR",
  "UPS",
  "MET",
  "ALG",
  "WMS",
  "OGE",
  "HOMB",
  "SCHW",
  "MNST",
  "AMPH",
  null,
  "AB",
  "PNW",
  "SUPN",
  "EXP",
  "PLOW",
  "EME",
  "LYG",
  "TTE",
  "ULTA",
  "MTD",
  "GDDY",
  "GGG",
  "TSM",
  "ETR",
  "VRTX",
  "EA",
  "EW",
  "VRSK",
  "GPK",
  "MEDP",
  "NFG",
  "MLI",
  "MSM",
  "MTN",
  "VNOM",
  "VNT",
  "AEE",
  "ACGL",
  "TKR",
  "APH",
  "EPAM",
  "GNRC",
  "DECK",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "MIDD",
  "TTC",
  "AEP",
  "CIGI",
  "ESNT",
  "ESRT",
  "IDXX",
  "BIPC",
  "AMZN",
  "TTWO",
  "CMS",
  "HCA",
  "RMBS",
  "URGN",
  "USB",
  "VEEV",
  "VRSN",
  "V",
  "VICI",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WMB",
  "YUM",
  "LNT",
  "ONTO",
  "CART",
  "GNTX",
  "NXST",
  "POST",
  "AEM",
  "JKHY",
  "JCI",
  "MKL",
  "ROL",
  "CRM",
  "RNR",
  "MANH",
  "LYB",
  "HALO",
  "LNTH",
  "OLED",
  "HESM",
  "NTAP",
  "ALLY",
  "ADP",
  "BAC",
  "TBBK",
  "BRK-B",
  "BBY",
  "BAH",
  "BMY",
  "BLDR",
  "CALX",
  "CDNS",
  "CSL",
  "CASY",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CCEP",
  "CMCSA",
  "COLB",
  "CL",
  "BBCP",
  "STZ",
  "CPRT",
  "COST",
  "CVS",
  "CUBE",
  "CWK",
  "CW",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "FANG",
  "DFS",
  "DCI",
  "DPZ",
  "ADI",
  "NEE",
  "EPD",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MLM",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 469
Total Value: 17557771588
Accession Number: 0001172661-25-001908
Form Type: 13F-HR
CIK: epoch-investment-partners
Manager Name: Epoch-Investment-Partners

Data Enrichment

100% identified

467 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

469 positions • $17.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DOUGLAS DYNAMICS, INC

PLOW|25960R105

Shares:28.3K

Value:$656.7K

% of Portfolio:0.0% ($656.7K/$17.6B)

Concrete Pumping Holdings, Inc.

BBCP|206704108

Shares:113.5K

Value:$619.8K

% of Portfolio:0.0% ($619.8K/$17.6B)

TORO CO

TTC|891092108

Shares:8.3K

Value:$600.9K

% of Portfolio:0.0% ($600.9K/$17.6B)

KITE REALTY GROUP TRUST

KRG|49803T300

Shares:26.0K

Value:$581.9K

% of Portfolio:0.0% ($581.9K/$17.6B)

Vontier Corp

VNT|928881101

Shares:17.5K

Value:$575.7K

% of Portfolio:0.0% ($575.7K/$17.6B)

Palo Alto Networks Inc

PANW|697435105

Shares:3.3K

Value:$557.3K

% of Portfolio:0.0% ($557.3K/$17.6B)

Discover Financial Services

DFS|254709108

Shares:3.2K

Value:$543.3K

% of Portfolio:0.0% ($543.3K/$17.6B)

Empire State Realty Trust, Inc.

ESRT|292104106

Shares:64.1K

Value:$501.0K

% of Portfolio:0.0% ($501.0K/$17.6B)

MACERICH CO

MAC|554382101

Shares:26.8K

Value:$459.4K

% of Portfolio:0.0% ($459.4K/$17.6B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.3K

Value:$439.1K

% of Portfolio:0.0% ($439.1K/$17.6B)

Cushman & Wakefield plc

CWK|G2717B108

Shares:35.6K

Value:$363.4K

% of Portfolio:0.0% ($363.4K/$17.6B)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:3.5K

Value:$361.2K

% of Portfolio:0.0% ($361.2K/$17.6B)

Hagerty, Inc.

HGTY|405166109

Shares:28.7K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$17.6B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:2.7K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$17.6B)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:1.1K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$17.6B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:974

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$17.6B)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:1.5K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$17.6B)

Lloyds Banking Group plc

LYG|539439109

Shares:16.1K

Value:$61.4K

% of Portfolio:0.0% ($61.4K/$17.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOUGLAS DYNAMICS, INC(PLOWcusip25960R105)	28.3K	QoQ -40.48% (-19.2K) YoY -90.09% (-257.2K)	All Managers (Combined)	$656.7K	0.0% ($656.7K/$17.6B)	QoQ -41.49% (-$465.7K) YoY -90.46% (-$6.2M)
Concrete Pumping Holdings, Inc.(BBCPcusip206704108)	113.5K	QoQ NEW(+113.5K) YoY -73.92% (-321.8K)	All Managers (Combined)	$619.8K	0.0% ($619.8K/$17.6B)	QoQ NEW(+$619.8K) YoY -81.97% (-$2.8M)
TORO CO(TTCcusip891092108)	8.3K	QoQ +96.90% (+4.1K) YoY -98.54% (-558.4K)	All Managers (Combined)	$600.9K	0.0% ($600.9K/$17.6B)	QoQ +78.83% (+$264.9K) YoY -98.84% (-$51.3M)
KITE REALTY GROUP TRUST(KRGcusip49803T300)	26.0K	QoQ -77.90% (-91.7K) YoY -76.80% (-86.2K)	All Managers (Combined)	$581.9K	0.0% ($581.9K/$17.6B)	QoQ -80.41% (-$2.4M) YoY -76.07% (-$1.8M)
Vontier Corp(VNTcusip928881101)	17.5K	QoQ -48.70% (-16.6K) YoY -22.62% (-5.1K)	All Managers (Combined)	$575.7K	0.0% ($575.7K/$17.6B)	QoQ -53.79% (-$670.2K) YoY -43.96% (-$451.6K)
Palo Alto Networks Inc(PANWcusip697435105)	3.3K	QoQ -56.59% (-4.3K) YoY -19.37% (-785)	All Managers (Combined)	$557.3K	0.0% ($557.3K/$17.6B)	QoQ -59.29% (-$811.8K) YoY -51.58% (-$593.7K)
Discover Financial Services(DFScusip254709108)	3.2K	QoQ -17.85% (-692) YoY -75.32% (-9.7K)	All Managers (Combined)	$543.3K	0.0% ($543.3K/$17.6B)	QoQ -19.05% (-$127.9K) YoY -67.87% (-$1.1M)
Empire State Realty Trust, Inc.(ESRTcusip292104106)	64.1K	QoQ -46.98% (-56.8K) YoY NEW(+64.1K)	All Managers (Combined)	$501.0K	0.0% ($501.0K/$17.6B)	QoQ -59.82% (-$746.1K) YoY NEW(+$501.0K)
MACERICH CO(MACcusip554382101)	26.8K	QoQ -57.18% (-35.7K) YoY -95.53% (-573.0K)	All Managers (Combined)	$459.4K	0.0% ($459.4K/$17.6B)	QoQ -63.09% (-$785.5K) YoY -95.55% (-$9.9M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.3K	QoQ 0.00% (+0) YoY -97.38% (-47.4K)	All Managers (Combined)	$439.1K	0.0% ($439.1K/$17.6B)	QoQ +21.62% (+$78.1K) YoY -96.39% (-$11.7M)
Cushman & Wakefield plc(CWKcusipG2717B108)	35.6K	QoQ -48.70% (-33.8K) YoY NEW(+35.6K)	All Managers (Combined)	$363.4K	0.0% ($363.4K/$17.6B)	QoQ -59.91% (-$543.3K) YoY NEW(+$363.4K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$361.2K	0.0% ($361.2K/$17.6B)	QoQ -18.74% (-$83.3K) YoY -29.54% (-$151.5K)
Hagerty, Inc.(HGTYcusip405166109)	28.7K	QoQ -49.33% (-28.0K) YoY NEW(+28.7K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$17.6B)	QoQ -52.53% (-$287.4K) YoY NEW(+$259.6K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	2.7K	QoQ -51.40% (-2.9K) YoY -51.40% (-2.9K)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$17.6B)	QoQ -49.39% (-$253.0K) YoY -49.44% (-$253.5K)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	1.1K	QoQ -70.24% (-2.5K) YoY -88.29% (-8.0K)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$17.6B)	QoQ -71.29% (-$633.1K) YoY -88.05% (-$1.9M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	974	QoQ -28.48% (-388) YoY -99.81% (-536.3K)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$17.6B)	QoQ -21.21% (-$60.8K) YoY -99.81% (-$124.3M)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	1.5K	QoQ -46.53% (-1.3K) YoY -21.75% (-412)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$17.6B)	QoQ -48.99% (-$198.6K) YoY -35.20% (-$112.3K)
Lloyds Banking Group plc(LYGcusip539439109)	16.1K	QoQ -3.47% (-579) YoY NEW(+16.1K)	All Managers (Combined)	$61.4K	0.0% ($61.4K/$17.6B)	QoQ +35.55% (-$16.1K) YoY NEW(+$61.4K)