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Epoch Investment Partners, Inc. Top Holdings and 13F Report (2025)

About Epoch Investment Partners, Inc.

Investment Activity

  • Epoch 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
$462,192,306
Microsoft
$435,569,897
UnitedHealth Group
$319,084,737
Paychex
$284,049,845

Largest New Holdings this Quarter

70450Y103 - PayPal
$46,103,497 Holding
595017104 - Microchip Technology
$43,595,481 Holding
516544103 - Lantheus
$35,547,774 Holding
12008R107 - Builders FirstSource
$26,682,436 Holding
808513105 - 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 Time

Map of 500 Largest Holdings ofEpoch Investment Partners, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Meta Platforms, Inc. stock logo
META
Meta Platforms
$462,192,306$25,634,187 -5.3%801,9162.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$435,569,897$1,955,782 -0.4%1,160,3132.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$391,824,803$29,087,674 -6.9%1,597,3292.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$319,084,737$54,204,459 -14.5%609,2311.7%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$284,049,845$5,327,134 -1.8%1,841,1321.5%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$274,657,697$136,996,584 -33.3%1,640,4331.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$265,507,445$123,582,009 -31.8%757,5971.4%Business Services
Union Pacific Co. stock logo
UNP
Union Pacific
$254,878,391$17,378,523 -6.4%1,078,8961.3%Transportation
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$240,124,768$21,287,262 -8.1%694,9061.2%Medical
Apple Inc. stock logo
AAPL
Apple
$237,011,378$63,402,122 -21.1%1,066,9941.2%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$235,712,775$884,500 0.4%1,431,5991.2%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$231,944,085$16,501,188 -6.6%864,3021.2%Computer and Technology
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$223,213,114$22,502 0.0%1,418,4871.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$210,246,774$3,182,385 -1.5%383,5781.1%Business Services
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$210,029,671$24,367,677 -10.4%433,8471.1%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$201,953,403$66,905,864 49.5%108,0191.0%Multi-Sector Conglomerates
Monster Beverage Co. stock logo
MNST
Monster Beverage
$201,246,476$3,785,308 -1.8%3,438,9351.0%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$194,812,183$29,214,371 17.6%1,797,4921.0%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$191,562,061$45,801,563 -19.3%585,5661.0%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$188,676,490$34,294,929 -15.4%199,4931.0%Retail/Wholesale
American Express stock logo
AXP
American Express
$188,072,677$25,695,620 -12.0%699,0251.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$186,563,629$9,428,525 -4.8%980,5721.0%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$184,617,310$6,202,719 3.5%1,272,1701.0%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$175,905,120$35,785,535 25.5%720,8340.9%Finance
PACCAR Inc stock logo
PCAR
PACCAR
$174,810,699$7,459,516 -4.1%1,795,3240.9%Auto/Tires/Trucks
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$174,207,258$3,095,088 -1.7%1,134,0880.9%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$171,615,509$6,127,037 -3.4%252,4500.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$169,510,270$1,962,574 -1.1%809,0410.9%Medical
COCA-COLA EUROPACIFIC PARTNE
$165,225,497$27,423,849 -14.2%1,898,4890.9%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$164,219,639$3,862,598 2.4%1,061,9480.9%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$158,931,824$15,046,639 -8.6%2,049,4110.8%Retail/Wholesale
Copart, Inc. stock logo
CPRT
Copart
$158,742,647$12,107,034 -7.1%2,805,1360.8%Business Services
NVR, Inc. stock logo
NVR
NVR
$155,044,435$3,781,572 -2.4%21,4020.8%Construction
Chemed Co. stock logo
CHE
Chemed
$154,267,492$938,978 -0.6%250,7110.8%Medical
NetApp, Inc. stock logo
NTAP
NetApp
$153,256,820$5,232,453 -3.3%1,744,7270.8%Computer and Technology
DOMINOS PIZZA INC
$151,535,340$2,584,406 -1.7%329,8190.8%COM
Starbucks Co. stock logo
SBUX
Starbucks
$148,978,699$1,877,541 -1.2%1,518,7960.8%Retail/Wholesale
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$147,517,061$8,215,846 -5.3%102,9730.8%Retail/Wholesale
AstraZeneca PLC stock logo
AZN
AstraZeneca
$146,757,451$2,220,582 -1.5%1,996,7000.8%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$146,273,001$45,809,388 -23.8%588,2450.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$141,275,210$11,260,457 -7.4%171,0540.7%Medical
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$140,845,955$29,359,784 26.3%119,2690.7%Medical
LAM RESEARCH CORP
$136,278,550$10,352,625 8.2%1,874,5330.7%COM NEW
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$135,109,155$15,891,655 -10.5%253,6880.7%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$133,279,036$6,518,798 -4.7%2,159,7640.7%Computer and Technology
Hess Midstream LP stock logo
HESM
Hess Midstream
$132,596,532$7,364,211 -5.3%3,135,4110.7%Energy
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$131,574,818$6,462,804 5.2%207,4560.7%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$131,307,266$18,267,320 -12.2%441,1910.7%Business Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$130,561,457$13,414,907 -9.3%822,5380.7%Consumer Staples
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$130,109,970$2,763,345 -2.1%354,9680.7%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$129,017,375$2,627,864 -2.0%422,2740.7%Business Services
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$127,945,828$46,810,008 57.7%770,7580.7%Computer and Technology
Eagle Materials Inc. stock logo
EXP
Eagle Materials
$127,638,380$3,759,494 -2.9%575,1290.7%Construction
Alphabet Inc. stock logo
GOOG
Alphabet
$124,848,705$21,430,538 -14.7%799,1340.6%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$123,921,272$38,817,824 45.6%26,8990.6%Retail/Wholesale
ARISTA NETWORKS INC
$122,931,008$55,932,890 -31.3%1,586,6160.6%COM SHS
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$122,417,282$8,239,405 -6.3%1,005,0680.6%Retail/Wholesale
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$121,853,775$25,234,102 26.1%1,013,3370.6%Transportation
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$121,813,843$11,670,846 -8.7%399,7960.6%Medical
LINDE PLC
$121,198,642$6,052,854 -4.8%260,2840.6%SHS
CVS Health Co. stock logo
CVS
CVS Health
$120,987,002$40,054,410 49.5%1,785,7860.6%Medical
VeriSign, Inc. stock logo
VRSN
VeriSign
$117,322,973$3,152,050 -2.6%462,1380.6%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$114,973,837$39,814,690 53.0%4,794,5720.6%Consumer Staples
MetLife, Inc. stock logo
MET
MetLife
$114,643,200$5,058,190 -4.2%1,427,8640.6%Finance
Encompass Health Co. stock logo
EHC
Encompass Health
$112,040,899$19,522,328 -14.8%1,106,2490.6%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$110,011,802$5,783,824 -5.0%612,1970.6%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$109,838,271$2,127,658 -1.9%1,507,5250.6%Computer and Technology
VIPER ENERGY INC
$107,944,259$6,881,628 -6.0%2,390,7920.6%CL A
Post Holdings, Inc. stock logo
POST
Post
$106,526,067$22,234,185 26.4%915,4870.6%Consumer Staples
Entergy Corporation stock logo
ETR
Entergy
$105,663,674$8,030,931 -7.1%1,235,9770.5%Utilities
Cummins Inc. stock logo
CMI
Cummins
$101,129,222$6,883,142 -6.4%322,6430.5%Auto/Tires/Trucks
Gentex Co. stock logo
GNTX
Gentex
$100,741,605$2,685,651 -2.6%4,323,6740.5%Auto/Tires/Trucks
AT&T Inc. stock logo
T
AT&T
$96,742,853$17,518,979 -15.3%3,420,8930.5%Computer and Technology
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$94,708,437$16,964,372 -15.2%847,0480.5%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$91,191,880$8,365,972 10.1%2,010,4030.5%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$89,907,870$13,534,774 17.7%234,4220.5%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$89,212,563$340,266 0.4%2,137,8520.5%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$88,488,376$4,289,722 -4.6%809,8140.5%Utilities
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$88,126,070$18,391,697 26.4%285,8730.5%Medical
CHENIERE ENERGY INC
$88,071,071$3,288,657 -3.6%380,6010.5%COM NEW
The Middleby Co. stock logo
MIDD
Middleby
$87,919,822$21,546,053 32.5%578,4960.5%Industrials
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$87,127,706$2,788,119 3.3%235,7160.5%Construction
Accenture plc stock logo
ACN
Accenture
$85,905,860$2,633,618 -3.0%275,3040.4%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$85,561,547$3,972,441 -4.4%952,1650.4%Medical
MSC Industrial Direct Co., Inc. stock logo
MSM
MSC Industrial Direct
$84,654,552$9,845,838 13.2%1,089,9260.4%Industrials
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$84,396,092$12,512,830 17.4%200,9670.4%Medical
Chevron Co. stock logo
CVX
Chevron
$83,252,035$3,072,950 3.8%497,6510.4%Energy
Analog Devices, Inc. stock logo
ADI
Analog Devices
$79,587,049$25,882,933 -24.5%394,6400.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$79,360,668$12,388,047 -13.5%903,9830.4%Retail/Wholesale
VICI Properties Inc. stock logo
VICI
VICI Properties
$78,288,490$5,623,362 -6.7%2,400,0150.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$78,200,692$885,088 -1.1%471,5430.4%Medical
United Rentals, Inc. stock logo
URI
United Rentals
$77,823,606$57,122,452 275.9%124,1800.4%Construction
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$77,806,052$2,244,818 3.0%5,042,5180.4%Computer and Technology
TKO GROUP HOLDINGS INC
$77,566,355$52,560,985 -40.4%507,6000.4%CL A
Fabrinet stock logo
FN
Fabrinet
$76,880,176$8,726,387 12.8%389,2470.4%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$76,589,628$1,384,056 -1.8%1,080,4010.4%Utilities
U.S. Bancorp stock logo
USB
U.S. Bancorp
$76,384,044$5,944,829 8.4%1,809,1910.4%Finance
Reliance, Inc. stock logo
RS
Reliance
$76,362,248$2,504,040 -3.2%264,4580.4%Basic Materials
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$73,834,056$12,821,160 21.0%329,7930.4%Medical
Pool Co. stock logo
POOL
Pool
$73,070,557$1,443,717 -1.9%229,5290.4%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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