Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings277 positions
Meta Platforms Inc | 747,177 | $551.5M | 2.9% | $236.25 | +211.15% | 26 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.1M | $540M | 2.8% | $211.99 | +132.34% | 26 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 1.6M | $439.5M | 2.3% | $40.66 | +571.79% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.4M | $399.8M | 2.1% | $123.58 | +129.09% | 21 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $260.5M | 1.3% | $156.12 | +40.53% | 26 qtrssince 2019-Q1 | Increased 58 |
AbbVie Inc. | 1.4M | $252.2M | 1.3% | $109.37 | +63.20% | 26 qtrssince 2019-Q1 | Increased 72 |
Uber Technologies Inc | 2.6M | $244.9M | 1.3% | $67.83 | +34.94% | 12 qtrssince 2022-Q3 | Increased 73 |
NVIDIA Corp. | 1.5M | $243.4M | 1.3% | $116.96 | +34.75% | 17 qtrssince 2021-Q2 | Decreased 0 |
APPLIED MATLS INC | 1.3M | $238.2M | 1.2% | $141.85 | +28.12% | 26 qtrssince 2019-Q1 | Increased 49 |
PAYCHEX INC | 1.6M | $238M | 1.2% | $98.43 | +40.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 621,046 | $237.9M | 1.2% | $288.78 | +31.52% | 9 qtrssince 2023-Q2 | Decreased 0 |
MARKEL CORP | 114,263 | $228.2M | 1.2% | $1,590.66 | +25.57% | 11 qtrssince 2022-Q4 | Increased 51 |
KLA Corp. | 246,742 | $221M | 1.1% | $22.54 | +294.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 685,131 | $218.5M | 1.1% | $159.63 | +97.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
LPL FINL HLDGS INC | 579,620 | $217.3M | 1.1% | $208.79 | +78.80% | 20 qtrssince 2020-Q3 | Decreased 0 |
Union Pacific Corporation | 942,535 | $216.9M | 1.1% | $210.10 | +6.59% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINL INC | 397,435 | $212.1M | 1.1% | $349.23 | +50.35% | 14 qtrssince 2022-Q1 | Decreased 0 |
SALESFORCE COM INC | 760,602 | $207.4M | 1.1% | $233.93 | +15.59% | 15 qtrssince 2021-Q4 | Decreased 0 |
Monster Beverage Corp | 3.2M | $201.4M | 1.0% | $51.96 | +20.56% | 23 qtrssince 2019-Q4 | Decreased 0 |
Lam Research Corporation | 2.1M | $200.2M | 1.0% | $73.65 | +31.29% | 3 qtrssince 2024-Q4 | Increased 53 |
Epoch Investment Partners, Inc. manages $19.3B across 277 positions as of Q2 2025. Top holdings: META (2.9%), MSFT (2.8%), AVGO (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 20 exits, 75 increased. Top move: UBER (INCREASED, conviction 73). Portfolio: $19.3B across 277 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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