Epoch Investment Partners, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Epoch Investment Partners, Inc. reported 274 stock positions worth $18.2 billion. Its top holding was Microsoft (MSFT) at 2.6% of the portfolio, followed by Broadcom (AVGO, 2.4%) and Meta Platforms Class A (META, 2.3%). Compared with Q2 2025, it opened 18 new positions, sold out of 21, added to 58 and reduced 170. The biggest buy was Nvidia (NVDA, shares +26%) and the biggest sale Union Pacific (UNP, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001305841
- Portfolio Value
- $18.2B (Q3 2025)
- SEC Filing
- 0001172661-25-004773 ↗ filed Nov 13, 2025
Holdings Value
Holdings 274 stocks · $18.2B
| MSFT Microsoft Corp. | 2.57% | 904,375 | $468.4M | Reduce -16.7% |
| AVGO Broadcom Inc. | 2.39% | 1,319,064 | $435.2M | Reduce -17.3% |
| META Meta Platforms Inc. Class A | 2.33% | 577,088 | $423.8M | Reduce -22.8% |
| NVDA Nvidia Corp. | 1.98% | 1,933,949 | $360.8M | Add +25.5% |
| ABBV Abbvie Inc. | 1.90% | 1,496,870 | $346.6M | Add +10.2% |
| JPM JPMorgan Chase & Co. | 1.69% | 977,750 | $308.4M | Reduce -29.1% |
| AAPL Apple Inc. | 1.53% | 1,090,982 | $277.8M | Add +31.1% |
| AMAT Applied Materials Inc. | 1.39% | 1,233,506 | $252.5M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 1.36% | 2,527,361 | $247.6M | Reduce -3.7% |
| KLAC KLA Corp. | 1.31% | 221,329 | $238.7M | Reduce -10.3% |
| LRCX Lam Research Corp. | 1.27% | 1,721,172 | $230.5M | Reduce -16.3% |
| HCA HCA Healthcare Inc. | 1.18% | 505,544 | $215.5M | Reduce -18.6% |
| GOOGL Alphabet Inc. Class A | 1.13% | 849,492 | $206.5M | Reduce -5.0% |
| NTAP Netapp Inc. | 1.11% | 1,709,181 | $202.5M | Reduce -5.6% |
| MNST Monster Beverage Corp. | 1.11% | 2,993,312 | $201.5M | Reduce -6.9% |
| QCOM Qualcomm Inc. | 1.06% | 1,163,738 | $193.6M | Reduce -2.2% |
| ANET Arista Networks Inc. | 1.01% | 1,264,026 | $184.2M | Reduce -32.6% |
| EME Emcor Group Inc. | 1.01% | 282,953 | $183.8M | Add +12.7% |
| AXP American Express Co. | 0.98% | 535,400 | $177.8M | Reduce -21.9% |
| FAST Fastenal Co. | 0.97% | 3,584,037 | $175.8M | Reduce -11.1% |
| ZTS Zoetis Inc. | 0.94% | 1,166,893 | $170.7M | Reduce -6.2% |
| CVS CVS Health Corp. | 0.93% | 2,253,830 | $169.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.93% | 297,322 | $169.1M | Reduce -8.4% |
| ULTA Ulta Beauty Inc. | 0.92% | 306,010 | $167.3M | Reduce -14.3% |
| YUM Yum! Brands Inc. | 0.90% | 1,081,221 | $164.3M | Reduce -8.2% |
| COST Costco Wholesale Corp. | 0.88% | 173,572 | $160.7M | Reduce -8.7% |
| LPLA LPL Financial Holdings Inc. | 0.88% | 482,698 | $160.6M | Reduce -16.7% |
| AMP Ameriprise Financial Inc. | 0.88% | 325,136 | $159.7M | Reduce -18.2% |
| AMZN Amazon.com Inc. | 0.87% | 722,403 | $158.6M | Reduce -39.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.84% | 545,171 | $152.3M | Reduce -16.6% |
| IDXX Idexx Laboratories Inc. | 0.81% | 231,841 | $148.1M | Reduce -7.5% |
| MKL Markel Group Inc. | 0.81% | 77,076 | $147.3M | Reduce -32.5% |
| REGN Regeneron Pharmaceuticals | 0.80% | 259,153 | $145.7M | Add +27.6% |
| MTD Mettler-Toledo International | 0.79% | 116,950 | $143.6M | Reduce -1.3% |
| V Visa Inc. Class A | 0.79% | 420,159 | $143.4M | Reduce -18.9% |
| CPRT Copart Inc. | 0.79% | 3,180,593 | $143.0M | Add +15.2% |
| FN Fabrinet | 0.78% | 391,304 | $142.7M | Reduce -25.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 496,576 | $140.1M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.76% | 2,019,762 | $138.2M | Reduce -2.7% |
| WST West Pharmaceutical Services | 0.76% | 525,899 | $138.0M | Add +45.6% |
| CHE Chemed Corp. | 0.76% | 307,275 | $137.6M | Add +29.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 949,832 | $137.3M | Reduce -3.3% |
| MRSH Marsh & McLennan Cos | 0.75% | 680,915 | $137.2M | Add +7.9% |
| BKNG Booking Holdings Inc. | 0.74% | 24,855 | $134.2M | Reduce -22.6% |
| DELL Dell Technologies -C | 0.73% | 942,102 | $133.6M | Add +2.4% |
| PCAR Paccar Inc. | 0.73% | 1,354,172 | $133.1M | Reduce -10.9% |
| LLY Eli Lilly & Co. | 0.73% | 174,373 | $133.0M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 261,875 | $131.7M | Reduce -23.7% |
| ORLY O'reilly Automotive Inc. | 0.71% | 1,192,105 | $128.5M | Reduce -3.8% |
| DECK Deckers Outdoor Corp. | 0.71% | 1,267,646 | $128.5M | Add +10.2% |
| EXPD Expeditors Intl Wash Inc. | 0.69% | 1,030,487 | $126.3M | Reduce -3.2% |
| HPE Hewlett Packard Enterprise | 0.69% | 5,123,650 | $125.8M | Add +1.1% |
| NVR NVR Inc. | 0.68% | 15,376 | $123.5M | Reduce -24.6% |
| ADP Automatic Data Processing | 0.64% | 397,447 | $116.7M | Reduce -3.2% |
| EHC Encompass Health Corp. | 0.62% | 887,725 | $112.8M | Reduce -16.2% |
| MET Metlife Inc. | 0.60% | 1,333,110 | $109.8M | Reduce -4.0% |
| VRSN Verisign Inc. | 0.58% | 380,676 | $106.4M | Reduce -3.3% |
| CCEP Coca-Cola Europacific Partne | 0.58% | 1,164,134 | $105.2M | Reduce -16.6% |
| GNTX Gentex Corp. | 0.56% | 3,633,612 | $102.8M | Reduce -3.5% |
| TPL Texas Pacific Land Corp. | 0.55% | 108,149 | $101.0M | Add +24.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 1,948,033 | $100.5M | Reduce -4.2% |
| EA Electronic Arts Inc. | 0.55% | 493,682 | $99.6M | Reduce -2.7% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.54% | 4,138,626 | $98.8M | Add +58.7% |
| T AT&T Inc. | 0.54% | 3,496,912 | $98.8M | Add +6.8% |
| APP AppLovin Corp. Class A | 0.54% | 136,807 | $98.3M | Reduce -4.0% |
| EXP Eagle Materials Inc. | 0.54% | 418,976 | $97.6M | Reduce -20.2% |
| CMI Cummins Inc. | 0.53% | 229,679 | $97.0M | Reduce -25.6% |
| ADI Analog Devices Inc. | 0.53% | 393,802 | $96.8M | Add +6.8% |
| VZ Verizon Communications Inc. | 0.52% | 2,154,560 | $94.7M | Reduce -0.1% |
| MSM MSC Industrial Direct Co. Class A | 0.51% | 1,014,655 | $93.5M | Add +1.2% |
| PM Philip Morris International | 0.51% | 574,421 | $93.2M | Reduce -7.9% |
| HAS Hasbro Inc. | 0.51% | 1,216,443 | $92.3M | Reduce -5.0% |
| ETR Entergy Corp. | 0.49% | 959,885 | $89.5M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.49% | 367,218 | $89.4M | Add +0.7% |
| TKO Tko Group Holdings Inc. | 0.49% | 438,383 | $88.5M | Reduce -2.8% |
| PAYX Paychex Inc. | 0.48% | 695,347 | $88.1M | Reduce -57.5% |
| MDT Medtronic PLC | 0.48% | 918,486 | $87.5M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.48% | 469,279 | $87.0M | Reduce -4.9% |
| ACN Accenture PLC Class A | 0.48% | 352,830 | $87.0M | Add +20.1% |
| UTHR United Therapeutics Corp. | 0.47% | 205,782 | $86.3M | Reduce -29.4% |
| LIN Linde PLC | 0.47% | 179,814 | $85.4M | Reduce -12.4% |
| AEP American Electric Power | 0.47% | 756,700 | $85.1M | Reduce -2.4% |
| LAZ Lazard Inc. | 0.47% | 1,610,612 | $85.0M | Reduce -2.0% |
| URI United Rentals Inc. | 0.47% | 88,789 | $84.8M | Reduce -28.9% |
| TXN Texas Instruments Inc. | 0.46% | 458,373 | $84.2M | Add +10.3% |
| USB US Bancorp | 0.46% | 1,714,146 | $82.8M | Reduce -0.1% |
| DPZ Domino's Pizza Inc. | 0.45% | 188,104 | $81.2M | Reduce -24.4% |
| WMT Walmart Inc. | 0.45% | 787,696 | $81.2M | Reduce -3.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.44% | 1,040,127 | $79.8M | Reduce -21.4% |
| VRSK Verisk Analytics Inc. | 0.44% | 315,490 | $79.3M | Reduce -17.5% |
| DCI Donaldson Co. Inc. | 0.43% | 964,088 | $78.9M | Reduce -3.5% |
| HESM Hess Midstream LP Class A | 0.42% | 2,231,382 | $77.1M | Reduce -19.1% |
| CRM Salesforce Inc. | 0.42% | 321,333 | $76.2M | Reduce -57.8% |
| MCHP Microchip Technology Inc. | 0.41% | 1,157,797 | $74.4M | Add +27.9% |
| NEE Nextera Energy Inc. | 0.40% | 972,608 | $73.4M | Reduce -4.3% |
| NTR Nutrien Ltd. | 0.40% | 1,247,956 | $73.3M | Add +1.8% |
| ROL Rollins Inc. | 0.39% | 1,214,603 | $71.3M | Reduce -3.3% |
| GILD Gilead Sciences Inc. | 0.39% | 636,935 | $70.7M | Reduce -25.8% |
| CORT Corcept Therapeutics Inc. | 0.39% | 847,104 | $70.4M | Add +10.7% |
| LNG Cheniere Energy Inc. | 0.39% | 298,368 | $70.1M | Reduce -29.0% |
Portfolio Sells Q2 2025 → Q3 2025
| UNP Union Pacific Corp. | Reduce -82.3% | 0.22% | −0.91 |
| PAYX Paychex Inc. | Reduce -57.5% | 0.48% | −0.75 |
| CRM Salesforce Inc. | Reduce -57.8% | 0.42% | −0.65 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.53 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.53 |
| META Meta Platforms Inc. Class A | Reduce -22.8% | 2.33% | −0.52 |
| AMZN Amazon.com Inc. | Reduce -39.2% | 0.87% | −0.48 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.47 |
| JPM JPMorgan Chase & Co. | Reduce -29.1% | 1.69% | −0.37 |
| MKL Markel Group Inc. | Reduce -32.5% | 0.81% | −0.37 |
| MEDP Medpace Holdings Inc. | Reduce -71.8% | 0.36% | −0.37 |
| POST Post Holdings Inc. | Reduce -59.7% | 0.22% | −0.31 |
| APH Amphenol Corp. Class A | Reduce -75.1% | 0.12% | −0.24 |
| LPLA LPL Financial Holdings Inc. | Reduce -16.7% | 0.88% | −0.24 |
| BKNG Booking Holdings Inc. | Reduce -22.6% | 0.74% | −0.22 |
| MSFT Microsoft Corp. | Reduce -16.7% | 2.57% | −0.22 |
| AMP Ameriprise Financial Inc. | Reduce -18.2% | 0.88% | −0.22 |
| VRSK Verisk Analytics Inc. | Reduce -17.5% | 0.44% | −0.18 |
| V Visa Inc. Class A | Reduce -18.9% | 0.79% | −0.16 |
| DOW Dow Inc. | Sold out | 0.00% | −0.16 |
| AXP American Express Co. | Reduce -21.9% | 0.98% | −0.15 |
| RS Reliance Inc. | Reduce -30.1% | 0.29% | −0.14 |
| LNG Cheniere Energy Inc. | Reduce -29.0% | 0.39% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.7% | 0.72% | −0.14 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -99.0% | 0.00% | −0.14 |
| DPZ Domino's Pizza Inc. | Reduce -24.4% | 0.45% | −0.13 |
| POOL Pool Corp. | Sold out | 0.00% | −0.13 |
| HESM Hess Midstream LP Class A | Reduce -19.1% | 0.42% | −0.13 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −0.12 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -25.8% | 0.39% | −0.10 |
| BIPC Brookfield Infrastructure-A | Reduce -30.6% | 0.28% | −0.10 |
| NVR NVR Inc. | Reduce -24.6% | 0.68% | −0.10 |
| SBUX Starbucks Corp. | Reduce -50.0% | 0.09% | −0.10 |
| AMT American Tower Corp. | Reduce -25.1% | 0.21% | −0.10 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.09 |
| CSL Carlisle Cos Inc. | Reduce -22.9% | 0.24% | −0.09 |
| CCEP Coca-Cola Europacific Partne | Reduce -16.6% | 0.58% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -8.7% | 0.88% | −0.09 |
| MIDD Middleby Corp. | Reduce -24.3% | 0.25% | −0.09 |
| PM Philip Morris International | Reduce -7.9% | 0.51% | −0.08 |
| QXO Qxo Inc. | Reduce -31.5% | 0.13% | −0.07 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.07 |
| ZTS Zoetis Inc. | Reduce -6.2% | 0.94% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -40.6% | 0.12% | −0.05 |
| EHC Encompass Health Corp. | Reduce -16.2% | 0.62% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -18.6% | 1.18% | −0.05 |
| UPS United Parcel Service Class B | Reduce -3.9% | 0.26% | −0.05 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -21.4% | 0.44% | −0.04 |
| VTR Ventas Inc. | Reduce -36.3% | 0.10% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +25.5% | 1.98% | +0.72 |
| AAPL Apple Inc. | Add +31.1% | 1.53% | +0.64 |
| ABBV Abbvie Inc. | Add +10.2% | 1.90% | +0.60 |
| VNOM Viper Energy Inc. Class A | New | 0.36% | +0.36 |
| WST West Pharmaceutical Services | Add +45.6% | 0.76% | +0.35 |
| EME Emcor Group Inc. | Add +12.7% | 1.01% | +0.32 |
| TTC Toro Co. | Add +1876.6% | 0.29% | +0.27 |
| REGN Regeneron Pharmaceuticals | Add +27.6% | 0.80% | +0.25 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +58.7% | 0.54% | +0.24 |
| EOG EOG Resources Inc. | New | 0.24% | +0.24 |
| AGX Argan Inc. | New | 0.19% | +0.19 |
| CHE Chemed Corp. | Add +29.4% | 0.76% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.49% | +0.16 |
| HPE Hewlett Packard Enterprise | Add +1.1% | 0.69% | +0.16 |
| DELL Dell Technologies -C | Add +2.4% | 0.73% | +0.15 |
| CART Maplebear Inc. | Add +344.4% | 0.18% | +0.13 |
| MCK McKesson Corp. | New | 0.13% | +0.13 |
| MKC McCormick & Co.-Non VTG SHRS | Add +102.6% | 0.26% | +0.12 |
| GDDY GoDaddy Inc. Class A | Add +10504.7% | 0.12% | +0.12 |
| NOW ServiceNow Inc. | New | 0.10% | +0.10 |
| CORT Corcept Therapeutics Inc. | Add +10.7% | 0.39% | +0.10 |
| DECK Deckers Outdoor Corp. | Add +10.2% | 0.71% | +0.09 |
| CPRT Copart Inc. | Add +15.2% | 0.79% | +0.08 |
| HII Huntington Ingalls Industrie | New | 0.08% | +0.08 |
| MCHP Microchip Technology Inc. | Add +27.9% | 0.41% | +0.08 |
| TPL Texas Pacific Land Corp. | Add +24.0% | 0.55% | +0.08 |
| ADI Analog Devices Inc. | Add +6.8% | 0.53% | +0.08 |
| MSM MSC Industrial Direct Co. Class A | Add +1.2% | 0.51% | +0.07 |
| TBBK The Bancorp Inc. | Add +306.6% | 0.09% | +0.07 |
| WSO Watsco Inc. | New | 0.07% | +0.07 |
| WDAY Workday Inc. Class A | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +6.8% | 0.54% | +0.05 |
| WAT Waters Corp. | Add +27.9% | 0.36% | +0.05 |
| BBY Best Buy Co. Inc. | Add +2.3% | 0.27% | +0.05 |
| O Realty Income Corp. | Add +5.8% | 0.29% | +0.04 |
| WEC WEC Energy Group Inc. | Add +1.2% | 0.29% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +92.8% | 0.15% | +0.04 |
| ODFL Old Dominion Freight Line | Add +29.3% | 0.27% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +7.9% | 0.75% | +0.04 |
| LYB Lyondellbasell Indu Class A | Add +24.8% | 0.32% | +0.03 |
| NTR Nutrien Ltd. | Add +1.8% | 0.40% | +0.03 |
| EVR Evercore Inc. Class A | Add +0.1% | 0.11% | +0.03 |
| PLD Prologis Inc. | Add +10.8% | 0.11% | +0.02 |
| ACN Accenture PLC Class A | Add +20.1% | 0.48% | +0.02 |
| MLI Mueller Industries Inc. | Add +1.4% | 0.09% | +0.02 |
| CRL Charles River Laboratories | Add +594.0% | 0.02% | +0.02 |
| ATI Ati Inc. | New | 0.02% | +0.02 |
| TTE Totalenergies SE -Spon ADR | Add +21.8% | 0.08% | +0.02 |
| TXN Texas Instruments Inc. | Add +10.3% | 0.46% | +0.02 |
| SNA Snap-on Inc. | Add +2.1% | 0.09% | +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 |