Epoch Investment Partners, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Epoch Investment Partners, Inc. reported 277 stock positions worth $19.3 billion. Its top holding was Meta Platforms Class A (META) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.8%) and Broadcom (AVGO, 2.3%). Compared with Q1 2025, it opened 19 new positions, sold out of 20, added to 73 and reduced 154. The biggest buy was Uber Technologies (UBER, shares +74%) and the biggest sale Unitedhealth (UNH, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001305841
- Portfolio Value
- $19.3B (Q2 2025)
- SEC Filing
- 0001172661-25-003170 ↗ filed Aug 13, 2025
Holdings Value
Holdings 277 stocks · $19.3B
| META Meta Platforms Inc. Class A | 2.85% | 747,177 | $551.5M | Reduce -6.8% |
| MSFT Microsoft Corp. | 2.79% | 1,085,665 | $540.0M | Reduce -6.4% |
| AVGO Broadcom Inc. | 2.27% | 1,594,345 | $439.5M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 2.07% | 1,378,918 | $399.8M | Reduce -13.7% |
| AMZN Amazon.com Inc. | 1.35% | 1,187,294 | $260.5M | Add +21.1% |
| ABBV Abbvie Inc. | 1.30% | 1,358,554 | $252.2M | Add +67.9% |
| UBER Uber Technologies Inc. | 1.27% | 2,625,240 | $244.9M | Add +74.1% |
| NVDA Nvidia Corp. | 1.26% | 1,540,575 | $243.4M | Reduce -14.3% |
| AMAT Applied Materials Inc. | 1.23% | 1,300,943 | $238.2M | Add +2.3% |
| PAYX Paychex Inc. | 1.23% | 1,635,964 | $238.0M | Reduce -11.1% |
| HCA HCA Healthcare Inc. | 1.23% | 621,046 | $237.9M | Reduce -10.6% |
| MKL Markel Group Inc. | 1.18% | 114,263 | $228.2M | Add +5.8% |
| KLAC KLA Corp. | 1.14% | 246,742 | $221.0M | Reduce -2.3% |
| AXP American Express Co. | 1.13% | 685,131 | $218.5M | Reduce -2.0% |
| LPLA LPL Financial Holdings Inc. | 1.12% | 579,620 | $217.3M | Reduce -1.0% |
| UNP Union Pacific Corp. | 1.12% | 942,535 | $216.9M | Reduce -12.6% |
| AMP Ameriprise Financial Inc. | 1.10% | 397,435 | $212.1M | Reduce -8.4% |
| CRM Salesforce Inc. | 1.07% | 760,602 | $207.4M | Reduce -12.0% |
| MNST Monster Beverage Corp. | 1.04% | 3,215,913 | $201.4M | Reduce -6.5% |
| LRCX Lam Research Corp. | 1.04% | 2,056,676 | $200.2M | Add +9.7% |
| ZTS Zoetis Inc. | 1.00% | 1,244,069 | $194.0M | Reduce -13.1% |
| NTAP Netapp Inc. | 1.00% | 1,810,772 | $192.9M | Add +3.8% |
| ANET Arista Networks Inc. | 0.99% | 1,874,750 | $191.8M | Add +18.2% |
| QCOM Qualcomm Inc. | 0.98% | 1,190,462 | $189.6M | Add +5.0% |
| COST Costco Wholesale Corp. | 0.97% | 190,095 | $188.2M | Reduce -4.7% |
| BKNG Booking Holdings Inc. | 0.96% | 32,121 | $186.0M | Add +19.4% |
| V Visa Inc. Class A | 0.95% | 517,758 | $183.8M | Reduce -31.7% |
| MA Mastercard Inc. Class A | 0.94% | 324,720 | $182.5M | Reduce -15.3% |
| YUM Yum! Brands Inc. | 0.90% | 1,177,782 | $174.5M | Reduce -17.0% |
| AAPL Apple Inc. | 0.88% | 832,319 | $170.8M | Reduce -22.0% |
| FAST Fastenal Co. | 0.88% | 4,029,065 | $169.2M | Reduce -1.7% |
| ULTA Ulta Beauty Inc. | 0.86% | 357,029 | $167.0M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 343,384 | $166.8M | Add +35.4% |
| GOOGL Alphabet Inc. Class A | 0.82% | 894,491 | $157.6M | Reduce -15.8% |
| CVS CVS Health Corp. | 0.81% | 2,258,026 | $155.8M | Add +26.4% |
| FN Fabrinet | 0.80% | 522,027 | $153.8M | Add +34.1% |
| NVR NVR Inc. | 0.78% | 20,384 | $150.5M | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 653,751 | $148.1M | Reduce -15.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 497,812 | $146.7M | Reduce -15.4% |
| PCAR Paccar Inc. | 0.75% | 1,520,193 | $144.5M | Reduce -15.3% |
| CSCO Cisco Systems Inc. | 0.75% | 2,076,450 | $144.1M | Reduce -3.9% |
| MEDP Medpace Holdings Inc. | 0.72% | 445,231 | $139.7M | Add +11.4% |
| MTD Mettler-Toledo International | 0.72% | 118,426 | $139.1M | Reduce -0.7% |
| MRSH Marsh & McLennan Cos | 0.71% | 631,147 | $138.0M | Reduce -12.4% |
| LLY Eli Lilly & Co. | 0.71% | 175,353 | $136.7M | Add +2.5% |
| CPRT Copart Inc. | 0.70% | 2,760,977 | $135.5M | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 0.70% | 250,591 | $134.4M | Add +24.7% |
| EME Emcor Group Inc. | 0.69% | 251,080 | $134.3M | Add +6.5% |
| EHC Encompass Health Corp. | 0.67% | 1,059,850 | $130.0M | Reduce -4.2% |
| CCEP Coca-Cola Europacific Partne | 0.67% | 1,396,447 | $129.5M | Reduce -26.4% |
| ADP Automatic Data Processing | 0.66% | 410,717 | $126.7M | Reduce -2.7% |
| EXPD Expeditors Intl Wash Inc. | 0.63% | 1,064,840 | $121.7M | Add +5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 982,031 | $121.3M | Reduce -2.3% |
| VRSK Verisk Analytics Inc. | 0.62% | 382,464 | $119.1M | Reduce -13.3% |
| DECK Deckers Outdoor Corp. | 0.61% | 1,150,318 | $118.6M | Add +35.8% |
| CHE Chemed Corp. | 0.60% | 237,397 | $115.6M | Reduce -5.3% |
| VRSN Verisign Inc. | 0.59% | 393,592 | $113.7M | Reduce -14.8% |
| PM Philip Morris International | 0.59% | 623,838 | $113.6M | Reduce -24.2% |
| DELL Dell Technologies -C | 0.58% | 919,744 | $112.8M | Add +19.8% |
| DPZ Domino's Pizza Inc. | 0.58% | 248,744 | $112.1M | Reduce -24.6% |
| MET Metlife Inc. | 0.58% | 1,389,384 | $111.7M | Reduce -2.7% |
| ORLY O'reilly Automotive Inc. | 0.58% | 1,239,148 | $111.7M | Reduce -19.8% |
| REGN Regeneron Pharmaceuticals | 0.55% | 203,057 | $106.6M | Reduce -2.1% |
| HESM Hess Midstream LP Class A | 0.55% | 2,759,650 | $106.3M | Reduce -12.0% |
| EXP Eagle Materials Inc. | 0.55% | 524,823 | $106.1M | Reduce -8.8% |
| HPE Hewlett Packard Enterprise | 0.54% | 5,066,383 | $103.6M | Add +0.5% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.53% | 944,727 | $103.0M | Add +3.2% |
| VNOM Viper Energy Inc. | 0.53% | 2,687,541 | $102.5M | Add +12.4% |
| LNG Cheniere Energy Inc. | 0.53% | 420,068 | $102.3M | Add +10.4% |
| ADBE Adobe Inc. | 0.53% | 263,912 | $102.1M | Add +12.6% |
| CMI Cummins Inc. | 0.52% | 308,736 | $101.1M | Reduce -4.3% |
| LIN Linde PLC | 0.50% | 205,192 | $96.3M | Reduce -21.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 2,033,345 | $96.2M | Reduce -4.9% |
| GILD Gilead Sciences Inc. | 0.49% | 858,274 | $95.2M | Add +646.1% |
| T AT&T Inc. | 0.49% | 3,275,207 | $94.8M | Reduce -4.3% |
| HAS Hasbro Inc. | 0.49% | 1,280,168 | $94.5M | Add +14.5% |
| URI United Rentals Inc. | 0.49% | 124,863 | $94.1M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.48% | 2,156,103 | $93.3M | Add +7.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.48% | 1,323,269 | $92.5M | Reduce -33.7% |
| TPL Texas Pacific Land Corp. | 0.48% | 87,247 | $92.2M | New |
| KVUE Kenvue Inc. | 0.47% | 4,308,207 | $90.2M | Reduce -10.1% |
| ACN Accenture PLC Class A | 0.45% | 293,779 | $87.8M | Add +6.7% |
| ADI Analog Devices Inc. | 0.45% | 368,814 | $87.8M | Reduce -6.5% |
| ETR Entergy Corp. | 0.45% | 1,054,972 | $87.7M | Reduce -14.6% |
| TXN Texas Instruments Inc. | 0.45% | 415,523 | $86.3M | Reduce -32.1% |
| MSM MSC Industrial Direct Co. Class A | 0.44% | 1,002,743 | $85.3M | Reduce -8.0% |
| UTHR United Therapeutics Corp. | 0.43% | 291,494 | $83.8M | Add +2.0% |
| RS Reliance Inc. | 0.43% | 265,838 | $83.4M | Add +0.5% |
| GNTX Gentex Corp. | 0.43% | 3,763,891 | $82.8M | Reduce -12.9% |
| MDT Medtronic PLC | 0.43% | 944,713 | $82.4M | Reduce -0.8% |
| TKO Tko Group Holdings Inc. | 0.42% | 451,165 | $82.1M | Reduce -11.1% |
| EA Electronic Arts Inc. | 0.42% | 507,482 | $81.0M | Add +17.5% |
| AEP American Electric Power | 0.42% | 775,100 | $80.4M | Reduce -4.3% |
| WMT Walmart Inc. | 0.41% | 819,882 | $80.2M | Reduce -9.3% |
| WST West Pharmaceutical Services | 0.41% | 361,265 | $79.0M | Add +9.5% |
| LAZ Lazard Inc. | 0.41% | 1,643,191 | $78.8M | Reduce -0.3% |
| USB US Bancorp | 0.40% | 1,716,530 | $77.7M | Reduce -5.1% |
| JNJ Johnson & Johnson | 0.39% | 493,373 | $75.4M | Add +4.6% |
| EMR Emerson Electric Co. | 0.39% | 561,552 | $74.9M | Reduce -3.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.38% | 2,280,895 | $74.4M | Reduce -5.0% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -82.0% | 0.18% | −1.48 |
| SBUX Starbucks Corp. | Reduce -73.4% | 0.19% | −0.58 |
| V Visa Inc. Class A | Reduce -31.7% | 0.95% | −0.43 |
| AAPL Apple Inc. | Reduce -22.0% | 0.88% | −0.35 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.34 |
| DVA Davita Inc. | Reduce -97.9% | 0.01% | −0.32 |
| GOOG Alphabet Inc. Class C | Reduce -54.4% | 0.33% | −0.31 |
| STR Sitio Royalties Corp. Class A | Sold out | 0.00% | −0.30 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -33.7% | 0.48% | −0.28 |
| YUM Yum! Brands Inc. | Reduce -17.0% | 0.90% | −0.25 |
| POOL Pool Corp. | Reduce -62.0% | 0.13% | −0.25 |
| PAYX Paychex Inc. | Reduce -11.1% | 1.23% | −0.24 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.24 |
| ZTS Zoetis Inc. | Reduce -13.1% | 1.00% | −0.22 |
| WMB Williams Cos Inc. | Reduce -71.0% | 0.09% | −0.22 |
| JLL Jones Lang Lasalle Inc. | Reduce -77.3% | 0.06% | −0.21 |
| DPZ Domino's Pizza Inc. | Reduce -24.6% | 0.58% | −0.21 |
| CHE Chemed Corp. | Reduce -5.3% | 0.60% | −0.20 |
| UNP Union Pacific Corp. | Reduce -12.6% | 1.12% | −0.20 |
| MRSH Marsh & McLennan Cos | Reduce -12.4% | 0.71% | −0.20 |
| PNC PNC Financial Services Group | Reduce -65.6% | 0.11% | −0.19 |
| ORLY O'reilly Automotive Inc. | Reduce -19.8% | 0.58% | −0.19 |
| CCEP Coca-Cola Europacific Partne | Reduce -26.4% | 0.67% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -39.8% | 0.17% | −0.18 |
| MLI Mueller Industries Inc. | Reduce -74.3% | 0.06% | −0.17 |
| GPK Graphic Packaging Holding Co. | Reduce -97.4% | 0.00% | −0.17 |
| PCAR Paccar Inc. | Reduce -15.3% | 0.75% | −0.16 |
| DOW Dow Inc. | Reduce -32.5% | 0.16% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -15.3% | 0.94% | −0.15 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.14 |
| HESM Hess Midstream LP Class A | Reduce -12.0% | 0.55% | −0.14 |
| CALX Calix Inc. | Sold out | 0.00% | −0.14 |
| REGN Regeneron Pharmaceuticals | Reduce -2.1% | 0.55% | −0.13 |
| LIN Linde PLC | Reduce -21.2% | 0.50% | −0.13 |
| CRM Salesforce Inc. | Reduce -12.0% | 1.07% | −0.13 |
| KVUE Kenvue Inc. | Reduce -10.1% | 0.47% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -32.1% | 0.45% | −0.12 |
| CPRT Copart Inc. | Reduce -1.6% | 0.70% | −0.12 |
| MIDD Middleby Corp. | Reduce -22.3% | 0.34% | −0.12 |
| EXP Eagle Materials Inc. | Reduce -8.8% | 0.55% | −0.11 |
| HALO Halozyme Therapeutics Inc. | Reduce -23.6% | 0.17% | −0.10 |
| CW Curtiss-Wright Corp. | Reduce -85.0% | 0.03% | −0.10 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.5% | 0.26% | −0.10 |
| ETR Entergy Corp. | Reduce -14.6% | 0.45% | −0.09 |
| GNTX Gentex Corp. | Reduce -12.9% | 0.43% | −0.09 |
| PM Philip Morris International | Reduce -24.2% | 0.59% | −0.09 |
| ABG Asbury Automotive Group | Reduce -88.9% | 0.01% | −0.09 |
| CVX Chevron Corp. | Reduce -5.3% | 0.35% | −0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -25.4% | 0.14% | −0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| UBER Uber Technologies Inc. | Add +74.1% | 1.27% | +0.70 |
| TPL Texas Pacific Land Corp. | New | 0.48% | +0.48 |
| ABBV Abbvie Inc. | Add +67.9% | 1.30% | +0.43 |
| GILD Gilead Sciences Inc. | Add +646.1% | 0.49% | +0.43 |
| FN Fabrinet | Add +34.1% | 0.80% | +0.40 |
| AMZN Amazon.com Inc. | Add +21.1% | 1.35% | +0.38 |
| ANET Arista Networks Inc. | Add +18.2% | 0.99% | +0.35 |
| LRCX Lam Research Corp. | Add +9.7% | 1.04% | +0.33 |
| BKNG Booking Holdings Inc. | Add +19.4% | 0.96% | +0.32 |
| CORT Corcept Therapeutics Inc. | New | 0.29% | +0.29 |
| AMAT Applied Materials Inc. | Add +2.3% | 1.23% | +0.27 |
| APP AppLovin Corp. Class A | New | 0.26% | +0.26 |
| IDXX Idexx Laboratories Inc. | Add +24.7% | 0.70% | +0.26 |
| EME Emcor Group Inc. | Add +6.5% | 0.69% | +0.24 |
| AMT American Tower Corp. | Add +331.2% | 0.31% | +0.24 |
| DELL Dell Technologies -C | Add +19.8% | 0.58% | +0.22 |
| NTAP Netapp Inc. | Add +3.8% | 1.00% | +0.20 |
| QXO Qxo Inc. | New | 0.20% | +0.20 |
| ULTA Ulta Beauty Inc. | Add +0.6% | 0.86% | +0.19 |
| CVS CVS Health Corp. | Add +26.4% | 0.81% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.4% | 0.86% | +0.16 |
| CASY Casey's General Stores Inc. | Add +1281.4% | 0.15% | +0.14 |
| VTR Ventas Inc. | New | 0.14% | +0.14 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.14% | +0.14 |
| MKL Markel Group Inc. | Add +5.8% | 1.18% | +0.13 |
| HPE Hewlett Packard Enterprise | Add +0.5% | 0.54% | +0.13 |
| HAS Hasbro Inc. | Add +14.5% | 0.49% | +0.13 |
| DECK Deckers Outdoor Corp. | Add +35.8% | 0.61% | +0.12 |
| BEPC Brookfield Renewable Corp. | Add +110.9% | 0.20% | +0.12 |
| MCHP Microchip Technology Inc. | Add +0.5% | 0.33% | +0.10 |
| EA Electronic Arts Inc. | Add +17.5% | 0.42% | +0.10 |
| MEDP Medpace Holdings Inc. | Add +11.4% | 0.72% | +0.09 |
| URI United Rentals Inc. | Add +0.6% | 0.49% | +0.08 |
| MANH Manhattan Associates Inc. | Add +16.1% | 0.33% | +0.08 |
| QCOM Qualcomm Inc. | Add +5.0% | 0.98% | +0.08 |
| CUBE Cubesmart | Add +182.4% | 0.12% | +0.08 |
| LNG Cheniere Energy Inc. | Add +10.4% | 0.53% | +0.07 |
| KDP Keurig Dr Pepper Inc. | New | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | Add +4.7% | 0.24% | +0.06 |
| ADBE Adobe Inc. | Add +12.6% | 0.53% | +0.06 |
| FTNT Fortinet Inc. | Add +74.1% | 0.11% | +0.05 |
| RS Reliance Inc. | Add +0.5% | 0.43% | +0.04 |
| HUBB Hubbell Inc. | Add +22.5% | 0.09% | +0.03 |
| LMT Lockheed Martin Corp. | Add +7.3% | 0.27% | +0.03 |
| OLED Universal Display Corp. | Add +2217.0% | 0.03% | +0.03 |
| WST West Pharmaceutical Services | Add +9.5% | 0.41% | +0.03 |
| BALL Ball Corp. | New | 0.03% | +0.03 |
| CART Maplebear Inc. | Add +80.3% | 0.05% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +0.3% | 0.14% | +0.02 |
| GD General Dynamics Corp. | Add +3.7% | 0.15% | +0.01 |
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 |