Epoch Investment Partners, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Epoch Investment Partners, Inc. reported 281 stock positions worth $20.6 billion. Its top holding was Broadcom (AVGO) at 2.8% of the portfolio, followed by Meta Platforms Class A (META, 2.4%) and Microsoft (MSFT, 2.4%). Compared with Q3 2024, it opened 22 new positions, sold out of 110, added to 93 and reduced 156. The biggest buy was Salesforce (CRM, shares +20%) and the biggest sale an exit from Huntington Ingalls Industrie (HII).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001305841
- Portfolio Value
- $20.6B (Q4 2024)
- SEC Filing
- 0001172661-25-000806 ↗ filed Feb 13, 2025
Holdings Value
Holdings 281 stocks · $20.6B
| AVGO Broadcom Inc. | 2.76% | 2,458,665 | $570.0M | Reduce -25.7% |
| META Meta Platforms Inc. Class A | 2.40% | 846,392 | $495.6M | Reduce -6.2% |
| MSFT Microsoft Corp. | 2.38% | 1,165,523 | $491.3M | Reduce -15.6% |
| JPM JPMorgan Chase & Co. | 1.99% | 1,715,909 | $411.3M | Reduce -12.9% |
| UNH Unitedhealth Group Inc. | 1.75% | 712,724 | $360.5M | Reduce -8.8% |
| V Visa Inc. Class A | 1.70% | 1,110,225 | $350.9M | Reduce -5.1% |
| AAPL Apple Inc. | 1.64% | 1,352,422 | $338.7M | Reduce -18.3% |
| CRM Salesforce Inc. | 1.50% | 925,791 | $309.5M | Add +20.4% |
| PAYX Paychex Inc. | 1.27% | 1,875,661 | $263.0M | Add +2.7% |
| UNP Union Pacific Corp. | 1.27% | 1,152,459 | $262.8M | Add +8.1% |
| AMP Ameriprise Financial Inc. | 1.25% | 484,182 | $257.8M | Add +3.3% |
| ANET Arista Networks Inc. | 1.24% | 2,308,517 | $255.2M | Add +2.6% |
| LPLA LPL Financial Holdings Inc. | 1.15% | 725,572 | $236.9M | Add +3.6% |
| AXP American Express Co. | 1.14% | 794,530 | $235.8M | Reduce -14.9% |
| ZTS Zoetis Inc. | 1.13% | 1,426,227 | $232.4M | Reduce -10.1% |
| HCA HCA Healthcare Inc. | 1.10% | 756,510 | $227.1M | Add +14.1% |
| AMZN Amazon.com Inc. | 1.10% | 1,030,128 | $226.0M | Reduce -5.6% |
| COST Costco Wholesale Corp. | 1.05% | 235,754 | $216.0M | Add +2.1% |
| NTAP Netapp Inc. | 1.01% | 1,804,295 | $209.4M | Add +0.0% |
| NVDA Nvidia Corp. | 0.99% | 1,527,937 | $205.2M | Add +3.7% |
| MA Mastercard Inc. Class A | 0.99% | 389,384 | $205.0M | Add +4.8% |
| DECK Deckers Outdoor Corp. | 0.98% | 998,773 | $202.8M | Reduce -10.2% |
| AMAT Applied Materials Inc. | 0.97% | 1,229,428 | $199.9M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.95% | 1,036,970 | $196.3M | Reduce -3.1% |
| PCAR Paccar Inc. | 0.94% | 1,871,934 | $194.7M | Add +20.8% |
| YUM Yum! Brands Inc. | 0.92% | 1,418,344 | $190.3M | Reduce -6.9% |
| MNST Monster Beverage Corp. | 0.89% | 3,503,619 | $184.2M | Add +4.2% |
| NVR NVR Inc. | 0.87% | 21,924 | $179.3M | Reduce -11.8% |
| GOOG Alphabet Inc. Class C | 0.86% | 936,307 | $178.3M | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.86% | 1,154,237 | $177.3M | Add +3.8% |
| CPRT Copart Inc. | 0.84% | 3,019,079 | $173.3M | Add +1.3% |
| CCEP Coca-Cola Europacific Partne | 0.82% | 2,213,597 | $170.0M | Reduce -8.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.82% | 772,470 | $169.8M | Reduce -7.1% |
| KLAC KLA Corp. | 0.80% | 261,463 | $164.8M | Reduce -3.0% |
| FAST Fastenal Co. | 0.78% | 2,243,436 | $161.3M | Add +5.2% |
| ULTA Ulta Beauty Inc. | 0.76% | 362,507 | $157.7M | Add +3.2% |
| EXP Eagle Materials Inc. | 0.71% | 592,069 | $146.1M | Add +2.4% |
| MEDP Medpace Holdings Inc. | 0.71% | 438,100 | $145.5M | Add +5.3% |
| ABBV Abbvie Inc. | 0.70% | 818,408 | $145.4M | Reduce -10.8% |
| LLY Eli Lilly & Co. | 0.69% | 184,688 | $142.6M | Reduce -24.5% |
| DPZ Domino's Pizza Inc. | 0.68% | 335,444 | $140.8M | Add +4.2% |
| REGN Regeneron Pharmaceuticals | 0.68% | 197,266 | $140.5M | Add +25.1% |
| SBUX Starbucks Corp. | 0.68% | 1,537,937 | $140.3M | Add +2.5% |
| VRSK Verisk Analytics Inc. | 0.67% | 502,569 | $138.4M | Add +4.8% |
| CSCO Cisco Systems Inc. | 0.65% | 2,265,400 | $134.1M | Add +2.9% |
| CHE Chemed Corp. | 0.65% | 252,237 | $133.6M | Add +5.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.64% | 2,026,912 | $132.8M | Add +3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 1,072,715 | $129.6M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.62% | 108,708 | $128.9M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 283,527 | $128.5M | Reduce -16.8% |
| GNTX Gentex Corp. | 0.62% | 4,438,938 | $127.5M | Add +16.0% |
| ADP Automatic Data Processing | 0.61% | 430,875 | $126.1M | Reduce -2.5% |
| LRCX Lam Research Corp. | 0.61% | 1,732,131 | $125.1M | Add +4.2% |
| VNOM Viper Energy Inc. | 0.60% | 2,543,209 | $124.8M | Reduce -6.9% |
| MKL Markel Group Inc. | 0.60% | 72,233 | $124.7M | Add +10.8% |
| HESM Hess Midstream LP Class A | 0.59% | 3,309,547 | $122.6M | Add +5.3% |
| MET Metlife Inc. | 0.59% | 1,490,863 | $122.1M | Reduce -10.6% |
| MRSH Marsh & McLennan Cos | 0.59% | 574,190 | $122.0M | Reduce -2.9% |
| TKO Tko Group Holdings Inc. | 0.59% | 851,563 | $121.0M | Add +1.9% |
| TXN Texas Instruments Inc. | 0.59% | 644,383 | $120.8M | Reduce -3.8% |
| CMI Cummins Inc. | 0.58% | 344,603 | $120.1M | Reduce -2.3% |
| EHC Encompass Health Corp. | 0.58% | 1,299,005 | $120.0M | Reduce -21.9% |
| MTD Mettler-Toledo International | 0.56% | 94,407 | $115.5M | Add +11.2% |
| LIN Linde PLC | 0.55% | 273,283 | $114.4M | Reduce -8.6% |
| ADI Analog Devices Inc. | 0.54% | 522,983 | $111.1M | Reduce -9.9% |
| PM Philip Morris International | 0.53% | 907,052 | $109.2M | Reduce -9.7% |
| HPE Hewlett Packard Enterprise | 0.51% | 4,897,034 | $104.6M | Add +24.1% |
| EME Emcor Group Inc. | 0.50% | 228,173 | $103.6M | Add +4.8% |
| ETR Entergy Corp. | 0.49% | 1,329,917 | $100.8M | Add +43.3% |
| ACN Accenture PLC Class A | 0.48% | 283,744 | $99.8M | Add +0.3% |
| VRSN Verisign Inc. | 0.48% | 474,554 | $98.2M | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 488,770 | $96.5M | Reduce -15.3% |
| WMT Walmart Inc. | 0.46% | 1,045,093 | $94.4M | Reduce -18.5% |
| LAZ Lazard Inc. | 0.46% | 1,831,689 | $94.3M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 2,129,698 | $93.6M | Reduce -12.1% |
| GDDY GoDaddy Inc. Class A | 0.45% | 470,133 | $92.8M | Add +3.4% |
| UBER Uber Technologies Inc. | 0.45% | 1,536,727 | $92.7M | Add +42.7% |
| T AT&T Inc. | 0.45% | 4,040,376 | $92.0M | Reduce -4.3% |
| BKNG Booking Holdings Inc. | 0.44% | 18,473 | $91.8M | Reduce -1.9% |
| WST West Pharmaceutical Services | 0.43% | 272,525 | $89.3M | Add +3.8% |
| EXPD Expeditors Intl Wash Inc. | 0.43% | 803,490 | $89.0M | Add +1.6% |
| ADBE Adobe Inc. | 0.43% | 199,132 | $88.6M | Reduce -2.7% |
| LNG Cheniere Energy Inc. | 0.41% | 394,813 | $84.8M | Add +5.9% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.40% | 724,406 | $82.9M | Reduce -0.3% |
| DCI Donaldson Co. Inc. | 0.39% | 1,206,977 | $81.3M | Add +2.6% |
| DELL Dell Technologies -C | 0.39% | 701,877 | $80.9M | Reduce -0.9% |
| JCI Johnson Controls Internation | 0.39% | 1,021,668 | $80.6M | Reduce -13.3% |
| WMB Williams Cos Inc. | 0.39% | 1,481,584 | $80.2M | Reduce -2.4% |
| UTHR United Therapeutics Corp. | 0.39% | 226,212 | $79.8M | Reduce -5.3% |
| POOL Pool Corp. | 0.39% | 234,064 | $79.8M | Add +2.3% |
| USB US Bancorp | 0.39% | 1,668,385 | $79.8M | Reduce -5.5% |
| MDT Medtronic PLC | 0.39% | 996,372 | $79.6M | Reduce -11.1% |
| NEE Nextera Energy Inc. | 0.38% | 1,099,925 | $78.9M | Reduce -13.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.38% | 747,550 | $78.6M | Reduce -41.1% |
| CW Curtiss-Wright Corp. | 0.38% | 220,714 | $78.3M | Reduce -28.4% |
| AEP American Electric Power | 0.38% | 849,072 | $78.3M | Reduce -6.6% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 147,091 | $76.5M | Reduce -40.3% |
| MANH Manhattan Associates Inc. | 0.37% | 281,968 | $76.2M | Reduce -13.3% |
| FN Fabrinet | 0.37% | 345,065 | $75.9M | Add +1.8% |
| EMR Emerson Electric Co. | 0.36% | 607,412 | $75.3M | Reduce -16.6% |
Portfolio Sells Q3 2024 → Q4 2024
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.36 |
| AMT American Tower Corp. | Reduce -82.9% | 0.06% | −0.34 |
| CVS CVS Health Corp. | Reduce -43.6% | 0.26% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Reduce -40.3% | 0.37% | −0.31 |
| UNH Unitedhealth Group Inc. | Reduce -8.8% | 1.75% | −0.30 |
| IRM Iron Mountain Inc. | Reduce -41.1% | 0.38% | −0.29 |
| MSFT Microsoft Corp. | Reduce -15.6% | 2.38% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -24.5% | 0.69% | −0.28 |
| ZTS Zoetis Inc. | Reduce -10.1% | 1.13% | −0.26 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.23 |
| EVR Evercore Inc. Class A | Reduce -77.6% | 0.08% | −0.23 |
| NVR NVR Inc. | Reduce -11.8% | 0.87% | −0.22 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.22 |
| CVX Chevron Corp. | Reduce -43.2% | 0.34% | −0.22 |
| CUBE Cubesmart | Reduce -78.7% | 0.04% | −0.17 |
| AMAT Applied Materials Inc. | Reduce -1.9% | 0.97% | −0.17 |
| GE General Electric | Sold out | 0.00% | −0.14 |
| EHC Encompass Health Corp. | Reduce -21.9% | 0.58% | −0.14 |
| MLI Mueller Industries Inc. | Reduce -70.7% | 0.07% | −0.14 |
| KLAC KLA Corp. | Reduce -3.0% | 0.80% | −0.14 |
| STZ Constellation Brands Inc. Class A | Reduce -29.4% | 0.26% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -46.6% | 0.17% | −0.11 |
| ABBV Abbvie Inc. | Reduce -10.8% | 0.70% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -18.9% | 0.33% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -13.1% | 0.38% | −0.10 |
| AAPL Apple Inc. | Reduce -18.3% | 1.64% | −0.09 |
| LIN Linde PLC | Reduce -8.6% | 0.55% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -15.5% | 0.26% | −0.08 |
| CRH CRH PLC | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.8% | 0.62% | −0.08 |
| JNJ Johnson & Johnson | Reduce -16.2% | 0.33% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -41.8% | 0.12% | −0.08 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -96.1% | 0.00% | −0.08 |
| CW Curtiss-Wright Corp. | Reduce -28.4% | 0.38% | −0.07 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -58.9% | 0.04% | −0.07 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.07 |
| MDT Medtronic PLC | Reduce -11.1% | 0.39% | −0.07 |
| HD Home Depot Inc. | Reduce -21.0% | 0.29% | −0.06 |
| ICLR Icon PLC | Sold out | 0.00% | −0.06 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -7.5% | 0.20% | −0.06 |
| ADI Analog Devices Inc. | Reduce -9.9% | 0.54% | −0.06 |
| KO The Coca-Cola Co. | Reduce -14.3% | 0.24% | −0.06 |
| WMS Advanced Drainage Systems Inc. | Reduce -8.8% | 0.13% | −0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.43% | −0.05 |
| EPD Enterprise Products Partners | Reduce -27.6% | 0.24% | −0.04 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.04 |
| MANH Manhattan Associates Inc. | Reduce -13.3% | 0.37% | −0.04 |
| PLD Prologis Inc. | Reduce -32.5% | 0.06% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -6.4% | 0.35% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Add +20.4% | 1.50% | +0.56 |
| LPLA LPL Financial Holdings Inc. | Add +3.6% | 1.15% | +0.42 |
| KVUE Kenvue Inc. | New | 0.32% | +0.32 |
| ANET Arista Networks Inc. | Add +2.6% | 1.24% | +0.27 |
| DVA Davita Inc. | New | 0.27% | +0.27 |
| AMP Ameriprise Financial Inc. | Add +3.3% | 1.25% | +0.26 |
| PCAR Paccar Inc. | Add +20.8% | 0.94% | +0.26 |
| STR Sitio Royalties Corp. Class A | Add +641.6% | 0.28% | +0.24 |
| ETR Entergy Corp. | Add +43.3% | 0.49% | +0.22 |
| NVDA Nvidia Corp. | Add +3.7% | 0.99% | +0.19 |
| PAYX Paychex Inc. | Add +2.7% | 1.27% | +0.18 |
| MA Mastercard Inc. Class A | Add +4.8% | 0.99% | +0.17 |
| ULTA Ulta Beauty Inc. | Add +3.2% | 0.76% | +0.15 |
| MKL Markel Group Inc. | Add +10.8% | 0.60% | +0.15 |
| HPE Hewlett Packard Enterprise | Add +24.1% | 0.51% | +0.15 |
| CPRT Copart Inc. | Add +1.3% | 0.84% | +0.14 |
| GDDY GoDaddy Inc. Class A | Add +3.4% | 0.45% | +0.13 |
| COST Costco Wholesale Corp. | Add +2.1% | 1.05% | +0.13 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.65% | +0.13 |
| TKO Tko Group Holdings Inc. | Add +1.9% | 0.59% | +0.12 |
| URI United Rentals Inc. | New | 0.11% | +0.11 |
| LNG Cheniere Energy Inc. | Add +5.9% | 0.41% | +0.11 |
| GNTX Gentex Corp. | Add +16.0% | 0.62% | +0.11 |
| MNST Monster Beverage Corp. | Add +4.2% | 0.89% | +0.11 |
| FAST Fastenal Co. | Add +5.2% | 0.78% | +0.10 |
| HESM Hess Midstream LP Class A | Add +5.3% | 0.59% | +0.10 |
| UNP Union Pacific Corp. | Add +8.1% | 1.27% | +0.10 |
| VRSK Verisk Analytics Inc. | Add +4.8% | 0.67% | +0.10 |
| EPAM Epam Systems Inc. | Add +12.1% | 0.32% | +0.09 |
| UBER Uber Technologies Inc. | Add +42.7% | 0.45% | +0.09 |
| JLL Jones Lang Lasalle Inc. | Add +33.9% | 0.32% | +0.09 |
| MEDP Medpace Holdings Inc. | Add +5.3% | 0.71% | +0.08 |
| EME Emcor Group Inc. | Add +4.8% | 0.50% | +0.08 |
| WST West Pharmaceutical Services | Add +3.8% | 0.43% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +2.6% | 0.62% | +0.08 |
| MPLX MPLX LP | Add +13.3% | 0.32% | +0.08 |
| SIRI Sirius XM Holdings Inc. | Add +43.3% | 0.23% | +0.08 |
| OGE Oge Energy Corp. | New | 0.06% | +0.06 |
| SNA Snap-on Inc. | New | 0.06% | +0.06 |
| DPZ Domino's Pizza Inc. | Add +4.2% | 0.68% | +0.06 |
| AX Axos Financial Inc. | Add +255.3% | 0.07% | +0.05 |
| BEPC Brookfield Renewable Corp. | Add +27.8% | 0.30% | +0.04 |
| EA Electronic Arts Inc. | Add +3.5% | 0.32% | +0.04 |
| COLB Columbia Banking System Inc. | Add +1.9% | 0.31% | +0.04 |
| CRL Charles River Laboratories | Add +439.5% | 0.04% | +0.04 |
| ACN Accenture PLC Class A | Add +0.3% | 0.48% | +0.04 |
| WFC Wells Fargo & Co. | Add +10.3% | 0.11% | +0.03 |
| RS Reliance Inc. | Add +8.7% | 0.36% | +0.03 |
| FANG Diamondback Energy Inc. | Add +8.0% | 0.26% | +0.03 |
| SBUX Starbucks Corp. | Add +2.5% | 0.68% | +0.02 |
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 |