Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings247 positions
NVIDIA CORPORATION | 2.1M | $400.3M | 2.3% | $136.48 | +36.34% | 19 qtrssince 2021-Q2 | Increased 59 |
MICROSOFT CORP | 827,237 | $400.1M | 2.3% | $211.99 | +126.69% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $380.2M | 2.2% | $40.66 | +746.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 533,639 | $352.2M | 2.0% | $236.25 | +178.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $336M | 1.9% | $198.72 | +36.44% | 28 qtrssince 2019-Q1 | Increased 55 |
ABBVIE INC | 1.4M | $309.4M | 1.8% | $120.01 | +85.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 901,255 | $290.4M | 1.7% | $123.58 | +157.10% | 23 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 778,823 | $243.8M | 1.4% | $111.19 | +180.95% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 877,226 | $225.4M | 1.3% | $141.85 | +80.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
HCA HEALTHCARE INC | 472,739 | $220.7M | 1.3% | $288.78 | +60.81% | 11 qtrssince 2023-Q2 | Decreased 0 |
REGENERON PHARMACEUTICALS | 281,335 | $217.2M | 1.2% | $832.39 | -7.63% | 8 qtrssince 2024-Q1 | Increased 52 |
UBER TECHNOLOGIES INC | 2.6M | $209.3M | 1.2% | $68.02 | +20.72% | 14 qtrssince 2022-Q3 | Increased 49 |
MONSTER BEVERAGE CORP NEW | 2.5M | $188.4M | 1.1% | $51.96 | +47.57% | 25 qtrssince 2019-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 34,818 | $186.5M | 1.1% | $164.14 | +29.57% | 28 qtrssince 2019-Q1 | Increased 64 |
ACCENTURE PLC IRELAND | 692,219 | $185.7M | 1.1% | $264.56 | -0.64% | 28 qtrssince 2019-Q1 | Increased 77 |
CISCO SYS INC | 2.4M | $182.9M | 1.0% | $49.52 | +53.31% | 28 qtrssince 2019-Q1 | Increased 56 |
AMERICAN EXPRESS CO | 490,765 | $181.6M | 1.0% | $159.63 | +129.88% | 28 qtrssince 2019-Q1 | Decreased 0 |
ULTA BEAUTY INC | 291,916 | $176.6M | 1.0% | $446.76 | +35.42% | 25 qtrssince 2019-Q4 | Decreased 0 |
QUALCOMM INC | 1M | $176.3M | 1.0% | $137.86 | +22.16% | 16 qtrssince 2022-Q1 | Decreased 0 |
NETAPP INC | 1.6M | $175.3M | 1.0% | $70.02 | +50.97% | 16 qtrssince 2022-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $17.6B across 247 positions as of Q4 2025. Top holdings: NVDA (2.3%), MSFT (2.3%), AVGO (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 13 new positions, 40 exits, 75 increased. Top move: ACN (INCREASED, conviction 77). Portfolio: $17.6B across 247 positions.
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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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