Epoch Investment Partners, Inc. Top Holdings and 13F Report (2025) About Epoch Investment Partners, Inc.Investment ActivityEpoch Investment Partners, Inc. has $19.28 billion in total holdings as of March 31, 2025.Epoch Investment Partners, Inc. owns shares of 278 different stocks, but just 110 companies or ETFs make up 80% of its holdings.Approximately 5.40% of the portfolio was purchased this quarter.About 10.28% of the portfolio was sold this quarter.This quarter, Epoch Investment Partners, Inc. has purchased 281 new stocks and bought additional shares in 71 stocks.Epoch Investment Partners, Inc. sold shares of 184 stocks and completely divested from 21 stocks this quarter.Largest Holdings Meta Platforms $462,192,306Microsoft $435,569,897JPMorgan Chase & Co. $391,824,803UnitedHealth Group $319,084,737Paychex $284,049,845 Largest New Holdings this Quarter 70450Y103 - PayPal $46,103,497 Holding595017104 - Microchip Technology $43,595,481 Holding516544103 - Lantheus $35,547,774 Holding12008R107 - Builders FirstSource $26,682,436 Holding808513105 - Charles Schwab $23,521,105 Holding Largest Purchases this Quarter Markel Group 35,786 shares (about $66.91M)United Rentals 91,148 shares (about $57.12M)Taiwan Semiconductor Manufacturing 281,988 shares (about $46.81M)PayPal 706,567 shares (about $46.10M)Microchip Technology 900,547 shares (about $43.60M) Largest Sales this Quarter Broadcom 818,232 shares (about $137.00M)Visa 352,628 shares (about $123.58M)GoDaddy 440,160 shares (about $79.29M)Johnson Controls International 952,958 shares (about $76.34M)Apple 285,428 shares (about $63.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEpoch Investment Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$462,192,306$25,634,187 ▼-5.3%801,9162.4%Computer and TechnologyMSFTMicrosoft$435,569,897$1,955,782 ▼-0.4%1,160,3132.3%Computer and TechnologyJPMJPMorgan Chase & Co.$391,824,803$29,087,674 ▼-6.9%1,597,3292.0%FinanceUNHUnitedHealth Group$319,084,737$54,204,459 ▼-14.5%609,2311.7%MedicalPAYXPaychex$284,049,845$5,327,134 ▼-1.8%1,841,1321.5%Business ServicesAVGOBroadcom$274,657,697$136,996,584 ▼-33.3%1,640,4331.4%Computer and TechnologyVVisa$265,507,445$123,582,009 ▼-31.8%757,5971.4%Business ServicesUNPUnion Pacific$254,878,391$17,378,523 ▼-6.4%1,078,8961.3%TransportationHCAHCA Healthcare$240,124,768$21,287,262 ▼-8.1%694,9061.2%MedicalAAPLApple$237,011,378$63,402,122 ▼-21.1%1,066,9941.2%Computer and TechnologyZTSZoetis$235,712,775$884,500 ▲0.4%1,431,5991.2%MedicalCRMSalesforce$231,944,085$16,501,188 ▼-6.6%864,3021.2%Computer and TechnologyYUMYum! Brands$223,213,114$22,502 ▲0.0%1,418,4871.2%Retail/WholesaleMAMastercard$210,246,774$3,182,385 ▼-1.5%383,5781.1%Business ServicesAMPAmeriprise Financial$210,029,671$24,367,677 ▼-10.4%433,8471.1%FinanceMKLMarkel Group$201,953,403$66,905,864 ▲49.5%108,0191.0%Multi-Sector ConglomeratesMNSTMonster Beverage$201,246,476$3,785,308 ▼-1.8%3,438,9351.0%Consumer StaplesNVDANVIDIA$194,812,183$29,214,371 ▲17.6%1,797,4921.0%Computer and TechnologyLPLALPL Financial$191,562,061$45,801,563 ▼-19.3%585,5661.0%FinanceCOSTCostco Wholesale$188,676,490$34,294,929 ▼-15.4%199,4931.0%Retail/WholesaleAXPAmerican Express$188,072,677$25,695,620 ▼-12.0%699,0251.0%FinanceAMZNAmazon.com$186,563,629$9,428,525 ▼-4.8%980,5721.0%Retail/WholesaleAMATApplied Materials$184,617,310$6,202,719 ▲3.5%1,272,1701.0%Computer and TechnologyMMCMarsh & McLennan Companies$175,905,120$35,785,535 ▲25.5%720,8340.9%FinancePCARPACCAR$174,810,699$7,459,516 ▼-4.1%1,795,3240.9%Auto/Tires/TrucksQCOMQUALCOMM$174,207,258$3,095,088 ▼-1.7%1,134,0880.9%Computer and TechnologyKLACKLA$171,615,509$6,127,037 ▼-3.4%252,4500.9%Computer and TechnologyABBVAbbVie$169,510,270$1,962,574 ▼-1.1%809,0410.9%MedicalCOCA-COLA EUROPACIFIC PARTNE$165,225,497$27,423,849 ▼-14.2%1,898,4890.9%SHSGOOGLAlphabet$164,219,639$3,862,598 ▲2.4%1,061,9480.9%Computer and TechnologyFASTFastenal$158,931,824$15,046,639 ▼-8.6%2,049,4110.8%Retail/WholesaleCPRTCopart$158,742,647$12,107,034 ▼-7.1%2,805,1360.8%Business ServicesNVRNVR$155,044,435$3,781,572 ▼-2.4%21,4020.8%ConstructionCHEChemed$154,267,492$938,978 ▼-0.6%250,7110.8%MedicalNTAPNetApp$153,256,820$5,232,453 ▼-3.3%1,744,7270.8%Computer and TechnologyDOMINOS PIZZA INC$151,535,340$2,584,406 ▼-1.7%329,8190.8%COMSBUXStarbucks$148,978,699$1,877,541 ▼-1.2%1,518,7960.8%Retail/WholesaleORLYO'Reilly Automotive$147,517,061$8,215,846 ▼-5.3%102,9730.8%Retail/WholesaleAZNAstraZeneca$146,757,451$2,220,582 ▼-1.5%1,996,7000.8%MedicalIBMInternational Business Machines$146,273,001$45,809,388 ▼-23.8%588,2450.8%Computer and TechnologyLLYEli Lilly and Company$141,275,210$11,260,457 ▼-7.4%171,0540.7%MedicalMTDMettler-Toledo International$140,845,955$29,359,784 ▲26.3%119,2690.7%MedicalLAM RESEARCH CORP$136,278,550$10,352,625 ▲8.2%1,874,5330.7%COM NEWBRK.BBerkshire Hathaway$135,109,155$15,891,655 ▼-10.5%253,6880.7%FinanceCSCOCisco Systems$133,279,036$6,518,798 ▼-4.7%2,159,7640.7%Computer and TechnologyHESMHess Midstream$132,596,532$7,364,211 ▼-5.3%3,135,4110.7%EnergyREGNRegeneron Pharmaceuticals$131,574,818$6,462,804 ▲5.2%207,4560.7%MedicalVRSKVerisk Analytics$131,307,266$18,267,320 ▼-12.2%441,1910.7%Business ServicesPMPhilip Morris International$130,561,457$13,414,907 ▼-9.3%822,5380.7%Consumer StaplesULTAUlta Beauty$130,109,970$2,763,345 ▼-2.1%354,9680.7%Retail/WholesaleADPAutomatic Data Processing$129,017,375$2,627,864 ▼-2.0%422,2740.7%Business ServicesTSMTaiwan Semiconductor Manufacturing$127,945,828$46,810,008 ▲57.7%770,7580.7%Computer and TechnologyEXPEagle Materials$127,638,380$3,759,494 ▼-2.9%575,1290.7%ConstructionGOOGAlphabet$124,848,705$21,430,538 ▼-14.7%799,1340.6%Computer and TechnologyBKNGBooking$123,921,272$38,817,824 ▲45.6%26,8990.6%Retail/WholesaleARISTA NETWORKS INC$122,931,008$55,932,890 ▼-31.3%1,586,6160.6%COM SHSTJXTJX Companies$122,417,282$8,239,405 ▼-6.3%1,005,0680.6%Retail/WholesaleEXPDExpeditors International of Washington$121,853,775$25,234,102 ▲26.1%1,013,3370.6%TransportationMEDPMedpace$121,813,843$11,670,846 ▼-8.7%399,7960.6%MedicalLINDE PLC$121,198,642$6,052,854 ▼-4.8%260,2840.6%SHSCVSCVS Health$120,987,002$40,054,410 ▲49.5%1,785,7860.6%MedicalVRSNVeriSign$117,322,973$3,152,050 ▼-2.6%462,1380.6%Computer and TechnologyKVUEKenvue$114,973,837$39,814,690 ▲53.0%4,794,5720.6%Consumer StaplesMETMetLife$114,643,200$5,058,190 ▼-4.2%1,427,8640.6%FinanceEHCEncompass Health$112,040,899$19,522,328 ▼-14.8%1,106,2490.6%MedicalTXNTexas Instruments$110,011,802$5,783,824 ▼-5.0%612,1970.6%Computer and TechnologyUBERUber Technologies$109,838,271$2,127,658 ▼-1.9%1,507,5250.6%Computer and TechnologyVIPER ENERGY INC$107,944,259$6,881,628 ▼-6.0%2,390,7920.6%CL APOSTPost$106,526,067$22,234,185 ▲26.4%915,4870.6%Consumer StaplesETREntergy$105,663,674$8,030,931 ▼-7.1%1,235,9770.5%UtilitiesCMICummins$101,129,222$6,883,142 ▼-6.4%322,6430.5%Auto/Tires/TrucksGNTXGentex$100,741,605$2,685,651 ▼-2.6%4,323,6740.5%Auto/Tires/TrucksTAT&T$96,742,853$17,518,979 ▼-15.3%3,420,8930.5%Computer and TechnologyDECKDeckers Outdoor$94,708,437$16,964,372 ▼-15.2%847,0480.5%Retail/WholesaleVZVerizon Communications$91,191,880$8,365,972 ▲10.1%2,010,4030.5%Computer and TechnologyADBEAdobe$89,907,870$13,534,774 ▲17.7%234,4220.5%Computer and TechnologyBACBank of America$89,212,563$340,266 ▲0.4%2,137,8520.5%FinanceAEPAmerican Electric Power$88,488,376$4,289,722 ▼-4.6%809,8140.5%UtilitiesUTHRUnited Therapeutics$88,126,070$18,391,697 ▲26.4%285,8730.5%MedicalCHENIERE ENERGY INC$88,071,071$3,288,657 ▼-3.6%380,6010.5%COM NEWMIDDMiddleby$87,919,822$21,546,053 ▲32.5%578,4960.5%IndustrialsEMEEMCOR Group$87,127,706$2,788,119 ▲3.3%235,7160.5%ConstructionACNAccenture$85,905,860$2,633,618 ▼-3.0%275,3040.4%Computer and TechnologyMDTMedtronic$85,561,547$3,972,441 ▼-4.4%952,1650.4%MedicalMSMMSC Industrial Direct$84,654,552$9,845,838 ▲13.2%1,089,9260.4%IndustrialsIDXXIDEXX Laboratories$84,396,092$12,512,830 ▲17.4%200,9670.4%MedicalCVXChevron$83,252,035$3,072,950 ▲3.8%497,6510.4%EnergyADIAnalog Devices$79,587,049$25,882,933 ▼-24.5%394,6400.4%Computer and TechnologyWMTWalmart$79,360,668$12,388,047 ▼-13.5%903,9830.4%Retail/WholesaleVICIVICI Properties$78,288,490$5,623,362 ▼-6.7%2,400,0150.4%FinanceJNJJohnson & Johnson$78,200,692$885,088 ▼-1.1%471,5430.4%MedicalURIUnited Rentals$77,823,606$57,122,452 ▲275.9%124,1800.4%ConstructionHPEHewlett Packard Enterprise$77,806,052$2,244,818 ▲3.0%5,042,5180.4%Computer and TechnologyTKO GROUP HOLDINGS INC$77,566,355$52,560,985 ▼-40.4%507,6000.4%CL AFNFabrinet$76,880,176$8,726,387 ▲12.8%389,2470.4%Computer and TechnologyNEENextEra Energy$76,589,628$1,384,056 ▼-1.8%1,080,4010.4%UtilitiesUSBU.S. Bancorp$76,384,044$5,944,829 ▲8.4%1,809,1910.4%FinanceRSReliance$76,362,248$2,504,040 ▼-3.2%264,4580.4%Basic MaterialsWSTWest Pharmaceutical Services$73,834,056$12,821,160 ▲21.0%329,7930.4%MedicalPOOLPool$73,070,557$1,443,717 ▼-1.9%229,5290.4%Consumer DiscretionaryShowing largest 100 holdings. 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