Epoch Investment Partners, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Epoch Investment Partners, Inc. reported 278 stock positions worth $19.3 billion. Its top holding was Meta Platforms Class A (META) at 2.4% of the portfolio, followed by Microsoft (MSFT, 2.3%) and JPMorgan Chase (JPM, 2.0%). Compared with Q4 2024, it opened 18 new positions, sold out of 21, added to 71 and reduced 184. The biggest buy was Markel (MKL, shares +50%) and the biggest sale Broadcom (AVGO, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001305841
- Portfolio Value
- $19.3B (Q1 2025)
- SEC Filing
- 0001172661-25-001908 ↗ filed May 14, 2025
Holdings Value
Holdings 278 stocks · $19.3B
| META Meta Platforms Inc. Class A | 2.40% | 801,916 | $462.2M | Reduce -5.3% |
| MSFT Microsoft Corp. | 2.26% | 1,160,313 | $435.6M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 2.03% | 1,597,329 | $391.8M | Reduce -6.9% |
| UNH Unitedhealth Group Inc. | 1.65% | 609,231 | $319.1M | Reduce -14.5% |
| PAYX Paychex Inc. | 1.47% | 1,841,132 | $284.0M | Reduce -1.8% |
| AVGO Broadcom Inc. | 1.42% | 1,640,433 | $274.7M | Reduce -33.3% |
| V Visa Inc. Class A | 1.38% | 757,597 | $265.5M | Reduce -31.8% |
| UNP Union Pacific Corp. | 1.32% | 1,078,896 | $254.9M | Reduce -6.4% |
| HCA HCA Healthcare Inc. | 1.25% | 694,906 | $240.1M | Reduce -8.1% |
| AAPL Apple Inc. | 1.23% | 1,066,994 | $237.0M | Reduce -21.1% |
| ZTS Zoetis Inc. | 1.22% | 1,431,599 | $235.7M | Add +0.4% |
| CRM Salesforce Inc. | 1.20% | 864,302 | $231.9M | Reduce -6.6% |
| YUM Yum! Brands Inc. | 1.16% | 1,418,487 | $223.2M | Add +0.0% |
| MA Mastercard Inc. Class A | 1.09% | 383,578 | $210.2M | Reduce -1.5% |
| AMP Ameriprise Financial Inc. | 1.09% | 433,847 | $210.0M | Reduce -10.4% |
| MKL Markel Group Inc. | 1.05% | 108,019 | $202.0M | Add +49.5% |
| MNST Monster Beverage Corp. | 1.04% | 3,438,935 | $201.2M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.01% | 1,797,492 | $194.8M | Add +17.6% |
| LPLA LPL Financial Holdings Inc. | 0.99% | 585,566 | $191.6M | Reduce -19.3% |
| COST Costco Wholesale Corp. | 0.98% | 199,493 | $188.7M | Reduce -15.4% |
| AXP American Express Co. | 0.98% | 699,025 | $188.1M | Reduce -12.0% |
| AMZN Amazon.com Inc. | 0.97% | 980,572 | $186.6M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 0.96% | 1,272,170 | $184.6M | Add +3.5% |
| MRSH Marsh & McLennan Cos | 0.91% | 720,834 | $175.9M | Add +25.5% |
| PCAR Paccar Inc. | 0.91% | 1,795,324 | $174.8M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.90% | 1,134,088 | $174.2M | Reduce -1.8% |
| KLAC KLA Corp. | 0.89% | 252,450 | $171.6M | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.88% | 809,041 | $169.5M | Reduce -1.1% |
| CCEP Coca-Cola Europacific Partne | 0.86% | 1,898,489 | $165.2M | Reduce -14.2% |
| GOOGL Alphabet Inc. Class A | 0.85% | 1,061,948 | $164.2M | Add +2.4% |
| FAST Fastenal Co. | 0.82% | 2,049,411 | $158.9M | Reduce -8.7% |
| CPRT Copart Inc. | 0.82% | 2,805,136 | $158.7M | Reduce -7.1% |
| NVR NVR Inc. | 0.80% | 21,402 | $155.0M | Reduce -2.4% |
| CHE Chemed Corp. | 0.80% | 250,711 | $154.3M | Reduce -0.6% |
| NTAP Netapp Inc. | 0.79% | 1,744,727 | $153.3M | Reduce -3.3% |
| DPZ Domino's Pizza Inc. | 0.79% | 329,819 | $151.5M | Reduce -1.7% |
| SBUX Starbucks Corp. | 0.77% | 1,518,796 | $149.0M | Reduce -1.2% |
| ORLY O'reilly Automotive Inc. | 0.77% | 102,973 | $147.5M | Reduce -5.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.76% | 1,996,700 | $146.8M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 588,245 | $146.3M | Reduce -23.9% |
| LLY Eli Lilly & Co. | 0.73% | 171,054 | $141.3M | Reduce -7.4% |
| MTD Mettler-Toledo International | 0.73% | 119,269 | $140.8M | Add +26.3% |
| LRCX Lam Research Corp. | 0.71% | 1,874,533 | $136.3M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 253,688 | $135.1M | Reduce -10.5% |
| CSCO Cisco Systems Inc. | 0.69% | 2,159,764 | $133.3M | Reduce -4.7% |
| HESM Hess Midstream LP Class A | 0.69% | 3,135,411 | $132.6M | Reduce -5.3% |
| REGN Regeneron Pharmaceuticals | 0.68% | 207,456 | $131.6M | Add +5.2% |
| VRSK Verisk Analytics Inc. | 0.68% | 441,191 | $131.3M | Reduce -12.2% |
| PM Philip Morris International | 0.68% | 822,538 | $130.6M | Reduce -9.3% |
| ULTA Ulta Beauty Inc. | 0.67% | 354,968 | $130.1M | Reduce -2.1% |
| ADP Automatic Data Processing | 0.67% | 422,274 | $129.0M | Reduce -2.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 770,758 | $127.9M | Add +57.7% |
| EXP Eagle Materials Inc. | 0.66% | 575,129 | $127.6M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.65% | 799,134 | $124.8M | Reduce -14.7% |
| BKNG Booking Holdings Inc. | 0.64% | 26,899 | $123.9M | Add +45.6% |
| ANET Arista Networks Inc. | 0.64% | 1,586,616 | $122.9M | Reduce -31.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 1,005,068 | $122.4M | Reduce -6.3% |
| EXPD Expeditors Intl Wash Inc. | 0.63% | 1,013,337 | $121.9M | Add +26.1% |
| MEDP Medpace Holdings Inc. | 0.63% | 399,796 | $121.8M | Reduce -8.7% |
| LIN Linde PLC | 0.63% | 260,284 | $121.2M | Reduce -4.8% |
| CVS CVS Health Corp. | 0.63% | 1,785,786 | $121.0M | Add +49.5% |
| VRSN Verisign Inc. | 0.61% | 462,138 | $117.3M | Reduce -2.6% |
| KVUE Kenvue Inc. | 0.60% | 4,794,572 | $115.0M | Add +53.0% |
| MET Metlife Inc. | 0.59% | 1,427,864 | $114.6M | Reduce -4.2% |
| EHC Encompass Health Corp. | 0.58% | 1,106,249 | $112.0M | Reduce -14.8% |
| TXN Texas Instruments Inc. | 0.57% | 612,197 | $110.0M | Reduce -5.0% |
| UBER Uber Technologies Inc. | 0.57% | 1,507,525 | $109.8M | Reduce -1.9% |
| VNOM Viper Energy Inc. | 0.56% | 2,390,792 | $107.9M | Reduce -6.0% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.55% | 915,487 | $106.5M | Add +26.4% |
| ETR Entergy Corp. | 0.55% | 1,235,977 | $105.7M | Reduce -7.1% |
| CMI Cummins Inc. | 0.52% | 322,643 | $101.1M | Reduce -6.4% |
| GNTX Gentex Corp. | 0.52% | 4,323,674 | $100.7M | Reduce -2.6% |
| T AT&T Inc. | 0.50% | 3,420,893 | $96.7M | Reduce -15.3% |
| DECK Deckers Outdoor Corp. | 0.49% | 847,048 | $94.7M | Reduce -15.2% |
| VZ Verizon Communications Inc. | 0.47% | 2,010,403 | $91.2M | Add +10.1% |
| ADBE Adobe Inc. | 0.47% | 234,422 | $89.9M | Add +17.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 2,137,852 | $89.2M | Add +0.4% |
| AEP American Electric Power | 0.46% | 809,814 | $88.5M | Reduce -4.6% |
| UTHR United Therapeutics Corp. | 0.46% | 285,873 | $88.1M | Add +26.4% |
| LNG Cheniere Energy Inc. | 0.46% | 380,601 | $88.1M | Reduce -3.6% |
| MIDD Middleby Corp. | 0.46% | 578,496 | $87.9M | Add +32.5% |
| EME Emcor Group Inc. | 0.45% | 235,716 | $87.1M | Add +3.3% |
| ACN Accenture PLC Class A | 0.45% | 275,304 | $85.9M | Reduce -3.0% |
| MDT Medtronic PLC | 0.44% | 952,165 | $85.6M | Reduce -4.4% |
| MSM MSC Industrial Direct Co. Class A | 0.44% | 1,089,926 | $84.7M | Add +13.2% |
| IDXX Idexx Laboratories Inc. | 0.44% | 200,967 | $84.4M | Add +17.4% |
| CVX Chevron Corp. | 0.43% | 497,651 | $83.3M | Add +3.8% |
| ADI Analog Devices Inc. | 0.41% | 394,640 | $79.6M | Reduce -24.5% |
| WMT Walmart Inc. | 0.41% | 903,983 | $79.4M | Reduce -13.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.41% | 2,400,015 | $78.3M | Reduce -6.7% |
| JNJ Johnson & Johnson | 0.41% | 471,543 | $78.2M | Reduce -1.1% |
| URI United Rentals Inc. | 0.40% | 124,180 | $77.8M | Add +275.9% |
| HPE Hewlett Packard Enterprise | 0.40% | 5,042,518 | $77.8M | Add +3.0% |
| TKO Tko Group Holdings Inc. | 0.40% | 507,600 | $77.6M | Reduce -40.4% |
| FN Fabrinet | 0.40% | 389,247 | $76.9M | Add +12.8% |
| NEE Nextera Energy Inc. | 0.40% | 1,080,401 | $76.6M | Reduce -1.8% |
| USB US Bancorp | 0.40% | 1,809,191 | $76.4M | Add +8.4% |
| RS Reliance Inc. | 0.40% | 264,458 | $76.4M | Reduce -3.2% |
| WST West Pharmaceutical Services | 0.38% | 329,793 | $73.8M | Add +21.0% |
| POOL Pool Corp. | 0.38% | 229,529 | $73.1M | Reduce -1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -33.3% | 1.42% | −1.34 |
| ANET Arista Networks Inc. | Reduce -31.3% | 0.64% | −0.60 |
| DECK Deckers Outdoor Corp. | Reduce -15.2% | 0.49% | −0.49 |
| GDDY GoDaddy Inc. Class A | Reduce -93.6% | 0.03% | −0.42 |
| AAPL Apple Inc. | Reduce -21.1% | 1.23% | −0.41 |
| JCI Johnson Controls Internation | Reduce -93.3% | 0.03% | −0.36 |
| V Visa Inc. Class A | Reduce -31.8% | 1.38% | −0.32 |
| CRM Salesforce Inc. | Reduce -6.6% | 1.20% | −0.30 |
| CW Curtiss-Wright Corp. | Reduce -63.6% | 0.13% | −0.25 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.23 |
| BEPC Brookfield Renewable Corp. | Reduce -75.5% | 0.08% | −0.22 |
| NTAP Netapp Inc. | Reduce -3.3% | 0.79% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -14.7% | 0.65% | −0.22 |
| CMCSA Comcast Corp. Class A | Reduce -60.2% | 0.14% | −0.20 |
| STZ Constellation Brands Inc. Class A | Reduce -68.5% | 0.07% | −0.19 |
| TKO Tko Group Holdings Inc. | Reduce -40.4% | 0.40% | −0.18 |
| ON On Semiconductor | Sold out | 0.00% | −0.17 |
| AXP American Express Co. | Reduce -12.0% | 0.98% | −0.17 |
| AMP Ameriprise Financial Inc. | Reduce -10.4% | 1.09% | −0.16 |
| LPLA LPL Financial Holdings Inc. | Reduce -19.3% | 0.99% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 0.97% | −0.13 |
| ADI Analog Devices Inc. | Reduce -24.5% | 0.41% | −0.13 |
| MANH Manhattan Associates Inc. | Reduce -2.7% | 0.25% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.26% | −0.12 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.11 |
| GNTX Gentex Corp. | Reduce -2.6% | 0.52% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -14.5% | 1.65% | −0.09 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.09 |
| ULTA Ulta Beauty Inc. | Reduce -2.1% | 0.67% | −0.09 |
| EPAM Epam Systems Inc. | Reduce -6.5% | 0.23% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -25.9% | 0.26% | −0.09 |
| LAZ Lazard Inc. | Reduce -10.0% | 0.37% | −0.09 |
| TREX Trex Company Inc. | Reduce -39.4% | 0.10% | −0.08 |
| WMB Williams Cos Inc. | Reduce -32.5% | 0.31% | −0.08 |
| FANG Diamondback Energy Inc. | Reduce -31.1% | 0.19% | −0.07 |
| MEDP Medpace Holdings Inc. | Reduce -8.7% | 0.63% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -34.0% | 0.10% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -15.4% | 0.98% | −0.07 |
| NVR NVR Inc. | Reduce -2.4% | 0.80% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -23.9% | 0.76% | −0.06 |
| PFSI Pennymac Financial Services | Sold out | 0.00% | −0.06 |
| IRM Iron Mountain Inc. | Reduce -4.5% | 0.32% | −0.06 |
| CMI Cummins Inc. | Reduce -6.4% | 0.52% | −0.06 |
| JLL Jones Lang Lasalle Inc. | Reduce -18.9% | 0.28% | −0.05 |
| MTN Vail Resorts Inc. | Reduce -7.0% | 0.27% | −0.05 |
| EXP Eagle Materials Inc. | Reduce -2.9% | 0.66% | −0.05 |
| WMT Walmart Inc. | Reduce -13.5% | 0.41% | −0.05 |
| VNOM Viper Energy Inc. | Reduce -6.0% | 0.56% | −0.04 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.04 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| MKL Markel Group Inc. | Add +49.5% | 1.05% | +0.44 |
| CVS CVS Health Corp. | Add +49.5% | 0.63% | +0.37 |
| MRSH Marsh & McLennan Cos | Add +25.5% | 0.91% | +0.32 |
| URI United Rentals Inc. | Add +275.9% | 0.40% | +0.29 |
| KVUE Kenvue Inc. | Add +53.0% | 0.60% | +0.27 |
| PYPL PayPal Holdings Inc. | New | 0.24% | +0.24 |
| YUM Yum! Brands Inc. | Add +0.0% | 1.16% | +0.24 |
| MCHP Microchip Technology Inc. | New | 0.23% | +0.23 |
| EXPD Expeditors Intl Wash Inc. | Add +26.1% | 0.63% | +0.20 |
| BKNG Booking Holdings Inc. | Add +45.6% | 0.64% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +57.7% | 0.66% | +0.20 |
| LNTH Lantheus Holdings Inc. | New | 0.18% | +0.18 |
| GPK Graphic Packaging Holding Co. | Add +11000.0% | 0.17% | +0.17 |
| MTD Mettler-Toledo International | Add +26.3% | 0.73% | +0.17 |
| MIDD Middleby Corp. | Add +32.5% | 0.46% | +0.17 |
| MLI Mueller Industries Inc. | Add +222.8% | 0.24% | +0.16 |
| POST Post Holdings Inc. | Add +26.4% | 0.55% | +0.15 |
| BLDR Builders Firstsource Inc. | New | 0.14% | +0.14 |
| SCHW Schwab (charles) Corp. | New | 0.12% | +0.12 |
| VZ Verizon Communications Inc. | Add +10.1% | 0.47% | +0.12 |
| LRCX Lam Research Corp. | Add +8.2% | 0.71% | +0.10 |
| UI Ubiquiti Inc. | New | 0.10% | +0.10 |
| ZTS Zoetis Inc. | Add +0.4% | 1.22% | +0.10 |
| CVX Chevron Corp. | Add +3.8% | 0.43% | +0.10 |
| IDXX Idexx Laboratories Inc. | Add +17.4% | 0.44% | +0.09 |
| HALO Halozyme Therapeutics Inc. | Add +6.3% | 0.27% | +0.09 |
| PEP Pepsico Inc. | Add +36.5% | 0.30% | +0.09 |
| GEHC GE Healthcare Technology | Add +24.1% | 0.34% | +0.09 |
| ABG Asbury Automotive Group | Add +1056.8% | 0.10% | +0.09 |
| MSM MSC Industrial Direct Co. Class A | Add +13.2% | 0.44% | +0.09 |
| NTR Nutrien Ltd. | Add +9.9% | 0.34% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +8.1% | 0.36% | +0.07 |
| UTHR United Therapeutics Corp. | Add +26.4% | 0.46% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.07% | +0.07 |
| EVR Evercore Inc. Class A | Add +126.0% | 0.14% | +0.06 |
| FTNT Fortinet Inc. | New | 0.06% | +0.06 |
| DVA Davita Inc. | Add +10.7% | 0.32% | +0.06 |
| WFC Wells Fargo & Co. | Add +30.9% | 0.15% | +0.05 |
| WAT Waters Corp. | Add +6.0% | 0.33% | +0.04 |
| COLB Columbia Banking System Inc. | Add +13.3% | 0.35% | +0.04 |
| ADBE Adobe Inc. | Add +17.7% | 0.47% | +0.04 |
| PLD Prologis Inc. | Add +37.0% | 0.10% | +0.03 |
| KRP Kimbell Royalty Partners LP | Add +222.8% | 0.05% | +0.03 |
| FN Fabrinet | Add +12.8% | 0.40% | +0.03 |
| JBI Janus International Group Inc. | Add +634.8% | 0.03% | +0.03 |
| CSL Carlisle Cos Inc. | Add +9.4% | 0.33% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +15.4% | 0.13% | +0.02 |
| CART Maplebear Inc. | New | 0.02% | +0.02 |
| BIPC Brookfield Infrastructure-A | Add +10.5% | 0.34% | +0.02 |
| NN Nextnav Inc. | Add +220.7% | 0.03% | +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 |