Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings278 positions
Meta Platforms Inc | 801,916 | $462.2M | 2.4% | $236.25 | +142.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.2M | $435.6M | 2.3% | $211.99 | +75.02% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.6M | $391.8M | 2.0% | $123.58 | +92.66% | 20 qtrssince 2020-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 609,231 | $319.1M | 1.7% | $376.96 | +33.54% | 25 qtrssince 2019-Q1 | Decreased 0 |
PAYCHEX INC | 1.8M | $284M | 1.5% | $98.43 | +47.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.6M | $274.7M | 1.4% | $40.66 | +307.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 757,597 | $265.5M | 1.4% | $237.57 | +45.85% | 25 qtrssince 2019-Q1 | Decreased 0 |
Union Pacific Corporation | 1.1M | $254.9M | 1.3% | $210.10 | +8.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 694,906 | $240.1M | 1.2% | $288.78 | +18.40% | 8 qtrssince 2023-Q2 | Decreased 0 |
Apple Inc. | 1.1M | $237M | 1.2% | $169.02 | +30.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
Zoetis Inc. | 1.4M | $235.7M | 1.2% | $173.06 | -7.28% | 25 qtrssince 2019-Q1 | Increased 48 |
SALESFORCE COM INC | 864,302 | $231.9M | 1.2% | $233.93 | +13.40% | 14 qtrssince 2021-Q4 | Decreased 0 |
YUM BRANDS INC | 1.4M | $223.2M | 1.2% | $118.85 | +28.62% | 25 qtrssince 2019-Q1 | Increased 48 |
MasterCard Incorporated | 383,578 | $210.2M | 1.1% | $397.00 | +36.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINL INC | 433,847 | $210M | 1.1% | $349.23 | +35.92% | 13 qtrssince 2022-Q1 | Decreased 0 |
MARKEL CORP | 108,019 | $202M | 1.0% | $1,567.15 | +19.30% | 10 qtrssince 2022-Q4 | Increased 67 |
Monster Beverage Corp | 3.4M | $201.2M | 1.0% | $51.96 | +12.63% | 22 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA Corp. | 1.8M | $194.8M | 1.0% | $116.96 | -7.57% | 16 qtrssince 2021-Q2 | Increased 56 |
LPL FINL HLDGS INC | 585,566 | $191.6M | 1.0% | $208.79 | +55.87% | 19 qtrssince 2020-Q3 | Decreased 0 |
Costco Wholesale Corporation | 199,493 | $188.7M | 1.0% | $400.32 | +134.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $19.3B across 278 positions as of Q1 2025. Top holdings: META (2.4%), MSFT (2.3%), JPM (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 18 new positions, 21 exits, 71 increased. Top move: MKL (INCREASED, conviction 67). Portfolio: $19.3B across 278 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR