Epoch Investment Partners, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 469Value: $17.6BLatest: 2025Q1

Epoch Investment Partners, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 469 holdings worth $17.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Meta Platforms, Inc.

META|30303M102

Shares:788.6K

Value:$454.5M

% of Portfolio:2.6% ($454.5M/$17.6B)

MICROSOFT CORP

MSFT|594918104

Shares:989.3K

Value:$371.4M

% of Portfolio:2.1% ($371.4M/$17.6B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3M

Value:$325.5M

% of Portfolio:1.9% ($325.5M/$17.6B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:601.5K

Value:$315.0M

% of Portfolio:1.8% ($315.0M/$17.6B)

VISA INC.

V|92826C839

Shares:757.6K

Value:$265.5M

% of Portfolio:1.5% ($265.5M/$17.6B)

PAYCHEX INC

PAYX|704326107

Shares:1.6M

Value:$254.1M

% of Portfolio:1.4% ($254.1M/$17.6B)

UNION PACIFIC CORP

UNP|907818108

Shares:1.0M

Value:$247.5M

% of Portfolio:1.4% ($247.5M/$17.6B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:689.9K

Value:$238.4M

% of Portfolio:1.4% ($238.4M/$17.6B)

Zoetis Inc.

ZTS|98978V103

Shares:1.4M

Value:$232.9M

% of Portfolio:1.3% ($232.9M/$17.6B)

YUM BRANDS INC

YUM|988498101

Shares:1.4M

Value:$220.6M

% of Portfolio:1.3% ($220.6M/$17.6B)

Broadcom Inc.

AVGO|11135F101

Shares:1.3M

Value:$214.0M

% of Portfolio:1.2% ($214.0M/$17.6B)

Mastercard Inc

MA|57636Q104

Shares:383.6K

Value:$210.2M

% of Portfolio:1.2% ($210.2M/$17.6B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:428.0K

Value:$207.2M

% of Portfolio:1.2% ($207.2M/$17.6B)

Apple Inc.

AAPL|037833100

Shares:928.3K

Value:$206.2M

% of Portfolio:1.2% ($206.2M/$17.6B)

MARKEL GROUP INC.

MKL|570535104

Shares:108.0K

Value:$202.0M

% of Portfolio:1.2% ($202.0M/$17.6B)

Monster Beverage Corp

MNST|61174X109

Shares:3.4M

Value:$201.2M

% of Portfolio:1.1% ($201.2M/$17.6B)

Salesforce, Inc.

CRM|79466L302

Shares:725.8K

Value:$194.8M

% of Portfolio:1.1% ($194.8M/$17.6B)

NVIDIA CORP

NVDA|67066G104

Shares:1.8M

Value:$193.1M

% of Portfolio:1.1% ($193.1M/$17.6B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:585.6K

Value:$191.6M

% of Portfolio:1.1% ($191.6M/$17.6B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:699.0K

Value:$188.1M

% of Portfolio:1.1% ($188.1M/$17.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	788.6K	QoQ +0.45% (-3.5K) YoY -14.67% (-135.7K)	All Managers (Combined)	$454.5M	2.6% ($454.5M/$17.6B)	QoQ -1.11% (-$5.1M) YoY +1.27% (-$5.7M)
MICROSOFT CORP(MSFTcusip594918104)	989.3K	QoQ -0.26% (-2.7K) YoY -29.76% (-419.3K)	All Managers (Combined)	$371.4M	2.1% ($371.4M/$17.6B)	QoQ -11.17% (-$46.7M) YoY -37.33% (-$221.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3M	QoQ -20.17% (-335.3K) YoY -10.52% (-156.1K)	All Managers (Combined)	$325.5M	1.9% ($325.5M/$17.6B)	QoQ -18.31% (-$73.0M) YoY +9.57% (-$28.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	601.5K	QoQ -4.36% (-27.5K) YoY -23.03% (-180.0K)	All Managers (Combined)	$315.0M	1.8% ($315.0M/$17.6B)	QoQ -0.98% (-$3.1M) YoY -18.51% (-$71.6M)
VISA INC.(Vcusip92826C839)	757.6K	QoQ -31.28% (-344.9K) YoY -37.65% (-457.5K)	All Managers (Combined)	$265.5M	1.5% ($265.5M/$17.6B)	QoQ -23.80% (-$82.9M) YoY -21.70% (-$73.6M)
PAYCHEX INC(PAYXcusip704326107)	1.6M	QoQ -1.12% (-18.8K) YoY +10.38% (+155.0K)	All Managers (Combined)	$254.1M	1.4% ($254.1M/$17.6B)	QoQ +8.78% (-$20.5M) YoY +38.68% (+$70.9M)
UNION PACIFIC CORP(UNPcusip907818108)	1.0M	QoQ -8.63% (-99.1K) YoY +53.05% (+363.2K)	All Managers (Combined)	$247.5M	1.4% ($247.5M/$17.6B)	QoQ -5.35% (-$14.0M) YoY +47.02% (+$79.2M)
HCA Healthcare, Inc.(HCAcusip40412C101)	689.9K	QoQ -6.17% (-45.4K) YoY +30.95% (+163.1K)	All Managers (Combined)	$238.4M	1.4% ($238.4M/$17.6B)	QoQ +8.01% (-$17.7M) YoY +35.67% (+$62.7M)
Zoetis Inc.(ZTScusip98978V103)	1.4M	QoQ +0.33% (+4.7K) YoY +19.90% (+234.9K)	All Managers (Combined)	$232.9M	1.3% ($232.9M/$17.6B)	QoQ +1.39% (+$3.2M) YoY +16.67% (+$33.3M)
YUM BRANDS INC(YUMcusip988498101)	1.4M	QoQ -1.15% (-16.4K) YoY -15.75% (-262.2K)	All Managers (Combined)	$220.6M	1.3% ($220.6M/$17.6B)	QoQ +15.93% (-$30.3M) YoY -4.38% (-$10.1M)
Broadcom Inc.(AVGOcusip11135F101)	1.3M	QoQ -47.65% (-1.2M) YoY +285.20% (-946.1K)	All Managers (Combined)	$214.0M	1.2% ($214.0M/$17.6B)	QoQ -62.19% (-$352.1M) YoY -51.33% (-$225.7M)
Mastercard Inc(MAcusip57636Q104)	383.6K	QoQ +0.04% (+173) YoY +16.66% (+54.8K)	All Managers (Combined)	$210.2M	1.2% ($210.2M/$17.6B)	QoQ +4.13% (+$8.4M) YoY +32.78% (+$51.9M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	428.0K	QoQ -10.23% (-48.8K) YoY -1.32% (-5.8K)	All Managers (Combined)	$207.2M	1.2% ($207.2M/$17.6B)	QoQ -18.38% (-$46.7M) YoY +8.95% (-$17.0M)
Apple Inc.(AAPLcusip037833100)	928.3K	QoQ -22.87% (-275.3K) YoY -11.11% (-116.1K)	All Managers (Combined)	$206.2M	1.2% ($206.2M/$17.6B)	QoQ -31.58% (-$95.2M) YoY +15.13% (-$27.1M)
MARKEL GROUP INC.(MKLcusip570535104)	108.0K	QoQ +49.54% (+35.8K) YoY +76.10% (+46.7K)	All Managers (Combined)	$202.0M	1.2% ($202.0M/$17.6B)	QoQ +61.96% (+$77.3M) YoY +116.39% (+$108.6M)
Monster Beverage Corp(MNSTcusip61174X109)	3.4M	QoQ -0.33% (-11.6K) YoY +18.62% (+540.0K)	All Managers (Combined)	$201.2M	1.1% ($201.2M/$17.6B)	QoQ +10.96% (-$19.9M) YoY +17.10% (+$29.4M)
Salesforce, Inc.(CRMcusip79466L302)	725.8K	QoQ -9.02% (-72.0K) YoY +31.00% (+171.8K)	All Managers (Combined)	$194.8M	1.1% ($194.8M/$17.6B)	QoQ -26.97% (-$72.0M) YoY +16.73% (+$27.9M)
NVIDIA CORP(NVDAcusip67066G104)	1.8M	QoQ +16.60% (-253.7K) YoY +24362.65% (+1.8M)	All Managers (Combined)	$193.1M	1.1% ($193.1M/$17.6B)	QoQ -5.89% (-$12.1M) YoY +2834.24% (+$186.5M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	585.6K	QoQ -19.29% (-140.0K) YoY -35.71% (-325.3K)	All Managers (Combined)	$191.6M	1.1% ($191.6M/$17.6B)	QoQ -19.14% (-$45.3M) YoY -20.40% (-$49.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	699.0K	QoQ -12.02% (-95.5K) YoY -33.22% (-347.9K)	All Managers (Combined)	$188.1M	1.1% ($188.1M/$17.6B)	QoQ -20.24% (-$47.7M) YoY -21.10% (-$50.3M)