Epoch Investment Partners, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Epoch Investment Partners, Inc. reported 220 stock positions worth $17.6 billion. Its top holding was Nvidia (NVDA) at 2.9% of the portfolio, followed by Apple (AAPL, 2.6%) and Broadcom (AVGO, 2.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 23, added to 59 and reduced 152. The biggest buy was Apple (AAPL, shares +28%) and the biggest sale HCA Healthcare (HCA, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001305841
- Portfolio Value
- $17.6B (Q2 2026)
- SEC Filing
- 0001172661-26-003392 ↗ filed Aug 13, 2026
Holdings Value
Holdings 220 stocks · $17.6B
| NVDA Nvidia Corp. | 2.87% | 2,521,119 | $504.5M | Add +18.9% |
| AAPL Apple Inc. | 2.59% | 1,576,223 | $456.1M | Add +27.9% |
| AVGO Broadcom Inc. | 2.00% | 929,562 | $351.1M | Reduce -8.8% |
| ABBV Abbvie Inc. | 1.97% | 1,376,588 | $346.4M | Reduce -8.6% |
| MSFT Microsoft Corp. | 1.92% | 906,851 | $338.3M | Add +15.0% |
| AMAT Applied Materials Inc. | 1.89% | 460,151 | $332.7M | Reduce -30.3% |
| KLAC KLA Corp. | 1.70% | 990,556 | $298.9M | Reduce -10.1% |
| LRCX Lam Research Corp. | 1.46% | 592,701 | $256.8M | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 1.45% | 2,168,053 | $254.7M | Reduce -18.0% |
| DELL Dell Technologies -C | 1.30% | 531,131 | $229.2M | Reduce -44.9% |
| GOOGL Alphabet Inc. Class A | 1.30% | 639,157 | $228.4M | Reduce -11.7% |
| NTAP Netapp Inc. | 1.29% | 1,470,539 | $227.6M | Reduce -15.7% |
| JPM JPMorgan Chase & Co. | 1.26% | 679,231 | $222.3M | Reduce -15.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.24% | 456,810 | $218.2M | Reduce -7.6% |
| CVS CVS Health Corp. | 1.17% | 1,991,853 | $206.1M | Reduce -2.3% |
| WST West Pharmaceutical Services | 1.15% | 562,557 | $202.0M | Add +3.2% |
| EME Emcor Group Inc. | 1.13% | 239,577 | $198.8M | Reduce -8.8% |
| MNST Monster Beverage Corp. | 1.12% | 2,048,119 | $196.9M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 1.10% | 344,368 | $194.0M | Reduce -20.4% |
| HPE Hewlett Packard Enterprise | 1.06% | 4,122,475 | $186.0M | Reduce -24.5% |
| TXN Texas Instruments Inc. | 0.99% | 581,891 | $173.4M | Add +10.7% |
| V Visa Inc. Class A | 0.87% | 447,275 | $153.5M | Add +14.7% |
| ADI Analog Devices Inc. | 0.87% | 386,286 | $153.4M | Reduce -2.8% |
| FN Fabrinet | 0.87% | 270,754 | $152.2M | Reduce -16.0% |
| MTD Mettler-Toledo International | 0.84% | 114,970 | $146.9M | Add +23.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.84% | 522,214 | $146.9M | Add +4.9% |
| AGX Argan Inc. | 0.82% | 180,661 | $144.3M | Reduce -10.8% |
| LLY Eli Lilly & Co. | 0.82% | 119,698 | $143.6M | Reduce -2.5% |
| MEDP Medpace Holdings Inc. | 0.80% | 266,547 | $141.2M | Add +89.1% |
| MA Mastercard Inc. Class A | 0.78% | 267,218 | $137.2M | Reduce -3.8% |
| YUM Yum! Brands Inc. | 0.77% | 845,174 | $135.1M | Reduce -3.0% |
| ACN Accenture PLC Class A | 0.77% | 1,084,597 | $135.0M | Add +20.2% |
| MRK Merck & Co. Inc. | 0.77% | 1,050,056 | $134.9M | Add +49.8% |
| JNJ Johnson & Johnson | 0.76% | 524,387 | $133.2M | Add +86.8% |
| UBER Uber Technologies Inc. | 0.74% | 1,796,838 | $129.7M | Reduce -20.7% |
| ANET Arista Networks Inc. | 0.73% | 754,422 | $128.2M | Reduce -6.8% |
| FAST Fastenal Co. | 0.72% | 2,644,825 | $127.0M | Reduce -13.5% |
| LPLA LPL Financial Holdings Inc. | 0.72% | 447,634 | $126.1M | Add +9.6% |
| AMZN Amazon.com Inc. | 0.71% | 525,268 | $125.2M | Reduce -12.1% |
| CHE Chemed Corp. | 0.71% | 267,290 | $124.5M | Add +6.9% |
| TPL Texas Pacific Land Corp. | 0.69% | 278,323 | $121.8M | Reduce -15.9% |
| DECK Deckers Outdoor Corp. | 0.69% | 1,213,650 | $120.5M | Add +0.8% |
| MCHP Microchip Technology Inc. | 0.68% | 1,313,508 | $119.8M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.68% | 127,033 | $118.8M | Reduce -3.4% |
| AEP American Electric Power | 0.67% | 861,217 | $117.8M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 773,709 | $117.2M | Reduce -3.0% |
| REGN Regeneron Pharmaceuticals | 0.66% | 186,850 | $116.5M | Reduce -21.7% |
| AMP Ameriprise Financial Inc. | 0.66% | 253,066 | $116.1M | Reduce -4.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.65% | 829,619 | $114.3M | Add +21.7% |
| PCAR Paccar Inc. | 0.65% | 950,073 | $114.1M | Reduce -9.4% |
| QCOM Qualcomm Inc. | 0.64% | 605,588 | $111.9M | Reduce -25.6% |
| MSM MSC Industrial Direct Co. Class A | 0.63% | 926,830 | $110.2M | Reduce -5.1% |
| MRSH Marsh & McLennan Cos | 0.60% | 635,153 | $105.9M | Reduce -1.4% |
| HCA HCA Healthcare Inc. | 0.60% | 268,670 | $104.8M | Reduce -34.9% |
| MANH Manhattan Associates Inc. | 0.59% | 742,409 | $103.4M | Add +61.2% |
| COLB Columbia Banking System Inc. | 0.57% | 3,143,704 | $100.8M | Add +24.2% |
| MET Metlife Inc. | 0.57% | 1,189,227 | $100.6M | Reduce -1.3% |
| ODFL Old Dominion Freight Line | 0.57% | 464,094 | $100.5M | Reduce -19.8% |
| AXP American Express Co. | 0.56% | 293,381 | $99.2M | Reduce -16.0% |
| BAC Bank of America Corp. | 0.56% | 1,713,110 | $97.6M | Reduce -4.2% |
| NVR NVR Inc. | 0.55% | 14,305 | $97.5M | Reduce -12.6% |
| HAS Hasbro Inc. | 0.55% | 1,174,887 | $97.0M | Add +0.1% |
| VRSN Verisign Inc. | 0.55% | 384,744 | $96.8M | Reduce -6.9% |
| ULTA Ulta Beauty Inc. | 0.55% | 213,017 | $96.1M | Reduce -0.3% |
| CPRT Copart Inc. | 0.54% | 3,394,252 | $95.7M | Reduce -0.3% |
| LIN Linde PLC | 0.54% | 183,283 | $95.1M | Add +14.0% |
| USB US Bancorp | 0.53% | 1,541,824 | $93.1M | Reduce -6.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.52% | 3,569,975 | $91.3M | Reduce -16.5% |
| WAT Waters Corp. | 0.51% | 237,909 | $89.2M | Add +6.0% |
| IDXX Idexx Laboratories Inc. | 0.51% | 168,822 | $88.9M | Reduce -3.3% |
| CMG Chipotle Mexican Grill Inc. | 0.49% | 2,540,099 | $86.4M | Reduce -3.1% |
| PM Philip Morris International | 0.49% | 477,291 | $86.3M | Reduce -9.3% |
| HALO Halozyme Therapeutics Inc. | 0.49% | 1,098,532 | $86.0M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 171,736 | $85.9M | Reduce -25.0% |
| VZ Verizon Communications Inc. | 0.48% | 1,999,325 | $84.7M | Reduce -5.0% |
| ORLY O'reilly Automotive Inc. | 0.47% | 905,348 | $83.4M | Reduce -7.1% |
| SMG Scotts Miracle-Gro Co. | 0.47% | 1,223,231 | $83.3M | Add +48.6% |
| VRSK Verisk Analytics Inc. | 0.47% | 461,852 | $82.9M | Add +1.7% |
| UTHR United Therapeutics Corp. | 0.46% | 150,644 | $81.6M | Add +24.8% |
| ETR Entergy Corp. | 0.46% | 696,434 | $80.0M | Reduce -18.9% |
| T AT&T Inc. | 0.45% | 3,800,649 | $78.7M | Reduce -7.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.45% | 416,673 | $78.5M | Add +8.7% |
| BKNG Booking Holdings Inc. | 0.44% | 437,795 | $78.0M | Reduce -43.9% |
| ZTS Zoetis Inc. | 0.44% | 1,069,488 | $76.9M | Reduce -1.0% |
| EXP Eagle Materials Inc. | 0.43% | 333,220 | $75.0M | Reduce -3.6% |
| HESM Hess Midstream LP Class A | 0.42% | 1,945,456 | $73.1M | Reduce -6.5% |
| GOOG Alphabet Inc. Class C | 0.41% | 205,756 | $72.7M | Reduce -32.5% |
| TKO Tko Group Holdings Inc. | 0.41% | 360,614 | $72.6M | Reduce -2.8% |
| CVX Chevron Corp. | 0.40% | 425,319 | $70.5M | Reduce -25.1% |
| CCEP Coca-Cola Europacific Partne | 0.40% | 701,290 | $70.2M | Reduce -32.5% |
| APP AppLovin Corp. Class A | 0.39% | 133,621 | $68.8M | Reduce -15.4% |
| BBY Best Buy Co. Inc. | 0.38% | 887,100 | $67.3M | Add +15.6% |
| SON Sonoco Products Co. | 0.38% | 1,170,817 | $66.0M | New |
| BMY Bristol-Myers Squibb Co. | 0.37% | 1,141,710 | $65.8M | Reduce -7.0% |
| PFE Pfizer Inc. | 0.37% | 2,723,573 | $65.6M | Reduce -4.6% |
| NTR Nutrien Ltd. | 0.37% | 1,026,955 | $64.6M | Reduce -11.5% |
| KO The Coca-Cola Co. | 0.37% | 792,049 | $64.4M | Add +5.2% |
| MCD McDonald's Corp. | 0.37% | 237,621 | $64.2M | Add +13.3% |
| MDT Medtronic PLC | 0.36% | 812,108 | $63.5M | Reduce -5.1% |
| PNW Pinnacle West Capital | 0.36% | 588,370 | $63.0M | Add +18.1% |
Portfolio Sells Q1 2026 → Q2 2026
| HCA HCA Healthcare Inc. | Reduce -34.9% | 0.60% | −0.59 |
| REGN Regeneron Pharmaceuticals | Reduce -21.7% | 0.66% | −0.45 |
| MKL Markel Group Inc. | Reduce -61.8% | 0.25% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -20.4% | 1.10% | −0.40 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.38 |
| BKNG Booking Holdings Inc. | Reduce -43.9% | 0.44% | −0.35 |
| ZTS Zoetis Inc. | Reduce -1.0% | 0.44% | −0.34 |
| CVX Chevron Corp. | Reduce -25.1% | 0.40% | −0.31 |
| LMT Lockheed Martin Corp. | Reduce -72.9% | 0.08% | −0.31 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -16.5% | 0.52% | −0.30 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.29 |
| T AT&T Inc. | Reduce -7.8% | 0.45% | −0.28 |
| TPL Texas Pacific Land Corp. | Reduce -15.9% | 0.69% | −0.26 |
| UBER Uber Technologies Inc. | Reduce -20.7% | 0.74% | −0.25 |
| LNG Cheniere Energy Inc. | Reduce -23.6% | 0.28% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -25.0% | 0.49% | −0.18 |
| CCEP Coca-Cola Europacific Partne | Reduce -32.5% | 0.40% | −0.17 |
| NEE Nextera Energy Inc. | Reduce -24.9% | 0.34% | −0.17 |
| NTR Nutrien Ltd. | Reduce -11.5% | 0.37% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -15.2% | 1.26% | −0.16 |
| VZ Verizon Communications Inc. | Reduce -5.0% | 0.48% | −0.16 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.15 |
| FN Fabrinet | Reduce -16.0% | 0.87% | −0.15 |
| VNOM Viper Energy Inc. Class A | Reduce -21.3% | 0.30% | −0.15 |
| CPRT Copart Inc. | Reduce -0.3% | 0.54% | −0.14 |
| FAST Fastenal Co. | Reduce -13.5% | 0.72% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.13 |
| ULTA Ulta Beauty Inc. | Reduce -0.3% | 0.55% | −0.13 |
| ETR Entergy Corp. | Reduce -18.9% | 0.46% | −0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -32.0% | 0.32% | −0.12 |
| MLI Mueller Industries Inc. | Reduce -12.3% | 0.10% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 0.68% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -32.5% | 0.41% | −0.12 |
| GILD Gilead Sciences Inc. | Reduce -11.6% | 0.35% | −0.11 |
| ODFL Old Dominion Freight Line | Reduce -19.8% | 0.57% | −0.11 |
| PFE Pfizer Inc. | Reduce -4.6% | 0.37% | −0.11 |
| HON Honeywell International Inc. | Reduce -3.5% | 0.09% | −0.11 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.11 |
| EOG EOG Resources Inc. | Reduce -11.8% | 0.31% | −0.11 |
| TJX TJX Companies Inc. | Reduce -3.0% | 0.67% | −0.10 |
| NVR NVR Inc. | Reduce -12.6% | 0.55% | −0.10 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.10 |
| HII Huntington Ingalls Industrie | Reduce -18.0% | 0.12% | −0.09 |
| BEPC Brookfield Renewable Corp. | Reduce -19.7% | 0.21% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -3.3% | 0.51% | −0.09 |
| MDT Medtronic PLC | Reduce -5.1% | 0.36% | −0.09 |
| PCAR Paccar Inc. | Reduce -9.4% | 0.65% | −0.08 |
| PEP Pepsico Inc. | Reduce -8.0% | 0.25% | −0.08 |
| AMD Advanced Micro Devices | Reduce -73.3% | 0.20% | −0.08 |
| URI United Rentals Inc. | Reduce -46.9% | 0.27% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +27.9% | 2.59% | +0.70 |
| NVDA Nvidia Corp. | Add +18.9% | 2.87% | +0.63 |
| MEDP Medpace Holdings Inc. | Add +89.1% | 0.80% | +0.39 |
| SON Sonoco Products Co. | New | 0.38% | +0.38 |
| TXN Texas Instruments Inc. | Add +10.7% | 0.99% | +0.37 |
| JNJ Johnson & Johnson | Add +86.8% | 0.76% | +0.34 |
| KMB Kimberly-Clark Corp. | New | 0.33% | +0.33 |
| WST West Pharmaceutical Services | Add +3.2% | 1.15% | +0.32 |
| LAMR Lamar Advertising Co. Class A | New | 0.29% | +0.29 |
| MRK Merck & Co. Inc. | Add +49.8% | 0.77% | +0.26 |
| NXST Nexstar Media Group Inc. | Add +279.4% | 0.36% | +0.26 |
| UNM Unum Group | New | 0.22% | +0.22 |
| MANH Manhattan Associates Inc. | Add +61.2% | 0.59% | +0.22 |
| SBUX Starbucks Corp. | New | 0.20% | +0.20 |
| SMG Scotts Miracle-Gro Co. | Add +48.6% | 0.47% | +0.17 |
| VOYA Voya Financial Inc. | Add +147.1% | 0.24% | +0.16 |
| V Visa Inc. Class A | Add +14.7% | 0.87% | +0.16 |
| MSFT Microsoft Corp. | Add +15.0% | 1.92% | +0.16 |
| COLB Columbia Banking System Inc. | Add +24.2% | 0.57% | +0.15 |
| CHE Chemed Corp. | Add +6.9% | 0.71% | +0.14 |
| PAA Plains All Amer Pipeline LP | New | 0.13% | +0.13 |
| MTD Mettler-Toledo International | Add +23.3% | 0.84% | +0.12 |
| CL Colgate-Palmolive Co. | Add +126.7% | 0.21% | +0.12 |
| CUBE Cubesmart | New | 0.11% | +0.11 |
| FTNT Fortinet Inc. | Add +6.9% | 0.24% | +0.11 |
| JCI Johnson Controls Internation | Add +59.2% | 0.27% | +0.11 |
| IBM Intl Business Machines Corp. | Add +4.9% | 0.84% | +0.11 |
| WAT Waters Corp. | Add +6.0% | 0.51% | +0.10 |
| VST Vistra Corp. | Add +67.4% | 0.24% | +0.10 |
| LEA Lear Corp. | New | 0.09% | +0.09 |
| BBY Best Buy Co. Inc. | Add +15.6% | 0.38% | +0.08 |
| HRL Hormel Foods Corp. | Add +24.6% | 0.35% | +0.08 |
| ATI Ati Inc. | Add +50.2% | 0.14% | +0.07 |
| SPOT Spotify Technology SA | Add +37.6% | 0.34% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Add +8.7% | 0.45% | +0.06 |
| LIN Linde PLC | Add +14.0% | 0.54% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +1.7% | 0.18% | +0.06 |
| PNW Pinnacle West Capital | Add +18.1% | 0.36% | +0.05 |
| ACM Aecom | New | 0.05% | +0.05 |
| NI Nisource Inc. | Add +17.0% | 0.35% | +0.04 |
| UTHR United Therapeutics Corp. | Add +24.8% | 0.46% | +0.03 |
| KO The Coca-Cola Co. | Add +5.2% | 0.37% | +0.02 |
| PPG PPG Industries Inc. | Add +11.1% | 0.09% | +0.01 |
| BJ Bj's Wholesale Club Holdings | Add +30.5% | 0.16% | +0.01 |
| GD General Dynamics Corp. | Add +9.6% | 0.19% | +0.01 |
| MTN Vail Resorts Inc. | Add +2.8% | 0.31% | +0.01 |
| AZN Astrazeneca PLC | Add +14.7% | 0.17% | +0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Add +7.8% | 0.29% | +0.00 |
| RSG Republic Services Inc. | Add +11.7% | 0.09% | +0.00 |
| AEE Ameren Corporation | Add +5.0% | 0.08% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 220 | $17.6B | NVDA, AAPL, AVGO, ABBV, MSFT |
| Q1 2026 | 234 | $16.5B | NVDA, ABBV, AVGO, AAPL, MSFT |
| Q4 2025 | 247 | $17.6B | NVDA, MSFT, AVGO, META, AAPL |
| Q3 2025 | 274 | $18.2B | MSFT, AVGO, META, NVDA, ABBV |
| Q2 2025 | 277 | $19.3B | META, MSFT, AVGO, JPM, AMZN |
| Q1 2025 | 278 | $19.3B | META, MSFT, JPM, UNH, PAYX |
| Q4 2024 | 281 | $20.6B | AVGO, META, MSFT, JPM, UNH |
| Q3 2024 | 369 | $22.3B | MSFT, AVGO, META, UNH, JPM |
| Q2 2024 | 383 | $21.9B | MSFT, AVGO, META, UNH, JPM |
| Q1 2024 | 408 | $22.5B | MSFT, AVGO, META, UNH, V |