Epoch Investment Partners, Inc. Top Holdings and 13F Report (2026)

About Epoch Investment Partners, Inc.

Investment Activity

Epoch Investment Partners, Inc. has $16.52 billion in total holdings as of March 31, 2026.
Epoch Investment Partners, Inc. owns shares of 234 different stocks, but just 109 companies or ETFs make up 80% of its holdings.
Approximately 5.77% of the portfolio was purchased this quarter.
About 11.20% of the portfolio was sold this quarter.
This quarter, Epoch Investment Partners, Inc. has purchased 247 new stocks and bought additional shares in 60 stocks.
Epoch Investment Partners, Inc. sold shares of 152 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

NVIDIA: $369,818,513
AbbVie: $327,570,823
Broadcom: $315,545,136
Apple: $312,635,018
Microsoft: $291,939,383

Largest New Holdings this Quarter

810186106 - Scotts Miracle-Gro: $50,057,758 Holding
L8681T102 - Spotify Technology: $45,546,141 Holding
440452100 - Hormel Foods: $44,733,410 Holding
637417106 - NNN REIT: $42,880,393 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $41,178,417 Holding

Largest Purchases this Quarter

Medpace: 112,001 shares (about $53.78M)
Scotts Miracle-Gro: 823,183 shares (about $50.06M)
Jack Henry & Associates: 307,886 shares (about $48.66M)
Spotify Technology: 93,927 shares (about $45.55M)
Hormel Foods: 1,974,985 shares (about $44.73M)

Largest Sales this Quarter

Applied Materials: 217,537 shares (about $74.35M)
Cummins: 112,630 shares (about $60.60M)
Encompass Health: 598,601 shares (about $57.90M)
Meta Platforms: 100,879 shares (about $57.72M)
Expeditors International of Washington: 373,537 shares (about $53.50M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$369,818,513	$4,479,290 â–¼	-1.2%	2,120,519	2.2%	Computer and Technology
ABBV AbbVie	$327,570,823	$33,035,426 â–²	11.2%	1,506,142	2.0%	Medical
AVGO Broadcom	$315,545,136	$24,418,482 â–¼	-7.2%	1,019,499	1.9%	Computer and Technology
AAPL Apple	$312,635,018	$1,038,001 â–¼	-0.3%	1,231,865	1.9%	Computer and Technology
MSFT Microsoft	$291,939,383	$14,278,938 â–¼	-4.7%	788,663	1.8%	Computer and Technology
META Meta Platforms	$247,594,978	$57,715,902 â–¼	-18.9%	432,760	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$235,487,435	$29,625,736 â–¼	-11.2%	800,542	1.4%	Finance
AMAT Applied Materials	$225,475,102	$74,351,971 â–¼	-24.8%	659,689	1.4%	Computer and Technology
GOOGL Alphabet	$208,154,907	$15,803,435 â–¼	-7.1%	723,866	1.3%	Computer and Technology
CSCO Cisco Systems	$205,214,455	$20,996,552 â–²	11.4%	2,644,857	1.2%	Computer and Technology
HCA HCA Healthcare	$195,399,376	$28,319,628 â–¼	-12.7%	412,897	1.2%	Medical
EME EMCOR Group	$194,044,849	$13,164,067 â–¼	-6.4%	262,823	1.2%	Construction
REGN Regeneron Pharmaceuticals	$184,448,484	$32,922,190 â–¼	-15.1%	238,725	1.1%	Medical
ACN Accenture	$178,956,328	$41,696,223 â–²	30.4%	902,498	1.1%	Computer and Technology
NTAP NetApp	$178,559,764	$10,913,648 â–²	6.5%	1,743,918	1.1%	Computer and Technology
FN Fabrinet	$168,111,972	$27,399,096 â–¼	-14.0%	322,350	1.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$167,067,273	$378,842 â–²	0.2%	494,355	1.0%	Computer and Technology
UBER Uber Technologies	$162,894,836	$21,395,722 â–¼	-11.6%	2,264,630	1.0%	Computer and Technology
KLAC KLA	$162,305,226	$30,951,530 â–¼	-16.0%	110,231	1.0%	Computer and Technology
DELL Dell Technologies	$158,227,886	$1,854,012 â–¼	-1.2%	964,040	1.0%	Computer and Technology
TPL Texas Pacific Land	$157,144,374	$23,988,059 â–¼	-13.2%	331,137	1.0%	Energy
MNST Monster Beverage	$154,363,494	$23,693,333 â–¼	-13.3%	2,130,327	0.9%	Consumer Staples
CVS CVS Health	$146,454,698	$4,003,534 â–¼	-2.7%	2,039,191	0.9%	Medical
FAST Fastenal	$141,816,729	$18,922,431 â–¼	-11.8%	3,056,395	0.9%	Retail/Wholesale
MA Mastercard	$138,844,522	$886,897 â–²	0.6%	277,878	0.8%	Business Services
WST West Pharmaceutical Services	$136,611,332	$9,961,687 â–²	7.9%	545,050	0.8%	Medical
YUM Yum! Brands	$135,402,246	$22,035,714 â–¼	-14.0%	870,866	0.8%	Retail/Wholesale
LAM RESEARCH CORP	$135,200,630	$29,892,102 â–¼	-18.1%	632,784	0.8%	COM NEW
MGY Magnolia Oil & Gas	$134,977,819	$33,292,301 â–¼	-19.8%	4,275,509	0.8%	Energy
BKNG Booking	$131,467,242	$15,127,680 â–¼	-10.3%	31,225	0.8%	Retail/Wholesale
COST Costco Wholesale	$131,048,481	$21,816,835 â–¼	-14.3%	131,518	0.8%	Retail/Wholesale
HPE Hewlett Packard Enterprise	$129,964,599	$672,323 â–¼	-0.5%	5,458,404	0.8%	Computer and Technology
ZTS Zoetis	$127,741,746	$6,257,446 â–¼	-4.7%	1,080,634	0.8%	Medical
TJX TJX Companies	$127,400,675	$16,679,547 â–¼	-11.6%	797,750	0.8%	Retail/Wholesale
ADI Analog Devices	$126,482,920	$2,532,394 â–¼	-2.0%	397,570	0.8%	Computer and Technology
AMZN Amazon.com	$124,440,284	$5,728,258 â–¼	-4.4%	597,495	0.8%	Retail/Wholesale
LPLA LPL Financial	$122,829,190	$16,289,644 â–¼	-11.7%	408,301	0.7%	Finance
PCAR PACCAR	$121,080,268	$23,710,764 â–¼	-16.4%	1,048,314	0.7%	Auto/Tires/Trucks
IBM International Business Machines	$120,616,415	$414,245 â–¼	-0.3%	497,613	0.7%	Computer and Technology
DECK Deckers Outdoor	$120,460,917	$21,741,350 â–¼	-15.3%	1,203,526	0.7%	Retail/Wholesale
T AT&T	$119,455,962	$6,789,922 â–²	6.0%	4,120,592	0.7%	Computer and Technology
AEP American Electric Power	$117,921,927	$223,622 â–¼	-0.2%	899,618	0.7%	Utilities
V Visa	$117,833,704	$3,737,198 â–²	3.3%	389,868	0.7%	Business Services
MTD Mettler-Toledo International	$117,632,123	$18,818,365 â–¼	-13.8%	93,270	0.7%	Medical
CVX Chevron	$117,557,683	$2,706,459 â–¼	-2.3%	568,186	0.7%	Energy
AMP Ameriprise Financial	$117,190,058	$15,192,258 â–¼	-11.5%	263,704	0.7%	Finance
CPRT Copart	$113,052,574	$1,648,114 â–²	1.5%	3,405,198	0.7%	Business Services
ODFL Old Dominion Freight Line	$113,045,153	$34,285,861 â–¼	-23.3%	578,532	0.7%	Transportation
LLY Eli Lilly and Company	$112,962,472	$16,201,749 â–¼	-12.5%	122,816	0.7%	Medical
ULTA Ulta Beauty	$111,735,012	$40,852,400 â–¼	-26.8%	213,761	0.7%	Retail/Wholesale
MARSH & MCLENNAN COS INC	$111,731,287	$12,743,892 â–¼	-10.2%	644,170	0.7%	COM
MKL Markel Group	$111,571,141	$23,259,779 â–¼	-17.3%	58,290	0.7%	Multi-Sector Conglomerates
AGX Argan	$110,279,643	$4,722,116 â–²	4.5%	202,478	0.7%	Construction
HAS Hasbro	$109,893,607	$1,140,235 â–²	1.0%	1,174,077	0.7%	Consumer Discretionary
BRK.B Berkshire Hathaway	$109,780,407	$5,264,491 â–¼	-4.6%	229,091	0.7%	Finance
NVR NVR	$107,803,030	$10,392,162 â–²	10.7%	16,359	0.7%	Construction
JKHY Jack Henry & Associates	$107,718,009	$48,658,303 â–²	82.4%	681,587	0.7%	Computer and Technology
VZ Verizon Communications	$105,653,481	$810,881 â–¼	-0.8%	2,104,651	0.6%	Computer and Technology
AXP American Express	$105,603,632	$42,842,965 â–¼	-28.9%	349,126	0.6%	Finance
QCOM Qualcomm	$104,838,253	$27,860,008 â–¼	-21.0%	814,088	0.6%	Computer and Technology
VRSN VeriSign	$102,641,476	$2,507,939 â–²	2.5%	413,277	0.6%	Computer and Technology
TXN Texas Instruments	$102,084,637	$439,727 â–²	0.4%	525,830	0.6%	Computer and Technology
ARISTA NETWORKS INC	$99,398,022	$18,617,131 â–¼	-15.8%	809,562	0.6%	COM SHS
IDXX IDEXX Laboratories	$98,107,118	$11,910,382 â–¼	-10.8%	174,602	0.6%	Medical
ETR Entergy	$96,425,217	$3,932,825 â–¼	-3.9%	858,181	0.6%	Utilities
CHE Chemed	$94,481,463	$27,304,936 â–¼	-22.4%	250,123	0.6%	Medical
COCA-COLA EUROPACIFIC PARTNE	$94,236,414	$4,345,088 â–¼	-4.4%	1,039,334	0.6%	SHS
MSM MSC Industrial Direct	$90,113,743	$205,947 â–¼	-0.2%	976,631	0.5%	Industrials
ORLY O'Reilly Automotive	$89,981,574	$11,084,400 â–¼	-11.0%	974,776	0.5%	Retail/Wholesale
NTR Nutrien	$87,551,861	$3,191,656 â–¼	-3.5%	1,160,242	0.5%	Basic Materials
GOOG Alphabet	$87,468,778	$11,508,823 â–¼	-11.6%	304,918	0.5%	Computer and Technology
BAC Bank of America	$87,162,709	$2,566,834 â–¼	-2.9%	1,787,953	0.5%	Finance
PM Philip Morris International	$87,011,498	$2,040,130 â–¼	-2.3%	526,258	0.5%	Consumer Staples
VRSK Verisk Analytics	$86,174,394	$11,925,029 â–²	16.1%	454,147	0.5%	Business Services
USB U.S. Bancorp	$85,917,607	$5,155,439 â–¼	-5.7%	1,651,944	0.5%	Finance
MCHP Microchip Technology	$85,526,583	$1,641,094 â–¼	-1.9%	1,323,736	0.5%	Computer and Technology
MET MetLife	$85,194,758	$3,868,030 â–¼	-4.3%	1,204,677	0.5%	Finance
NEE NextEra Energy	$84,394,669	$4,940,566 â–¼	-5.5%	908,642	0.5%	Utilities
MRK Merck & Co., Inc.	$84,334,357	$1,125,794 â–¼	-1.3%	701,092	0.5%	Medical
CMG Chipotle Mexican Grill	$83,933,613	$8,953,293 â–¼	-9.6%	2,622,106	0.5%	Retail/Wholesale
HESM Hess Midstream Partners	$80,920,382	$16,277,862 â–¼	-16.7%	2,081,821	0.5%	Energy
PFE Pfizer	$80,157,196	$11,952,786 â–²	17.5%	2,854,601	0.5%	Medical
LINDE PLC	$79,722,669	$17,180,067 â–¼	-17.7%	160,809	0.5%	SHS
GILD Gilead Sciences	$76,565,000	$6,684,185 â–¼	-8.0%	549,365	0.5%	Medical
CHENIERE ENERGY INC	$75,604,731	$6,659,563 â–¼	-8.1%	266,439	0.5%	COM NEW
TKO GROUP HOLDINGS INC	$74,824,653	$10,808,642 â–¼	-12.6%	371,062	0.5%	CL A
BMY Bristol Myers Squibb	$74,482,688	$3,355,097 â–²	4.7%	1,228,074	0.5%	Medical
MDT Medtronic	$74,129,075	$1,161,977 â–¼	-1.5%	855,500	0.4%	Medical
HALO Halozyme Therapeutics	$73,573,306	$39,102,314 â–²	113.4%	1,138,377	0.4%	Medical
VIPER ENERGY INC	$73,322,820	$2,958,020 â–¼	-3.9%	1,560,392	0.4%	CL A
EXPD Expeditors International of Washington	$72,384,432	$53,501,705 â–¼	-42.5%	505,372	0.4%	Transportation
UTHR United Therapeutics	$71,562,013	$12,814,298 â–¼	-15.2%	120,682	0.4%	Medical
COLB Columbia Banking System	$69,432,983	$1,150,689 â–¼	-1.6%	2,531,279	0.4%	Finance
JNJ Johnson & Johnson	$68,601,597	$34,567,727 â–¼	-33.5%	280,648	0.4%	Medical
EOG EOG Resources	$68,150,009	$1,046,687 â–¼	-1.5%	471,398	0.4%	Energy
MEDP Medpace	$67,687,102	$53,781,760 â–²	386.8%	140,959	0.4%	Medical
WAT Waters	$66,835,552	$583,092 â–²	0.9%	224,431	0.4%	Medical
EXP Eagle Materials	$65,464,447	$7,904,801 â–¼	-10.8%	345,550	0.4%	Construction
MCD McDonald's	$65,161,786	$1,676,401 â–²	2.6%	209,665	0.4%	Retail/Wholesale
LMT Lockheed Martin	$64,631,653	$2,896,841 â–¼	-4.3%	106,937	0.4%	Aerospace

Showing largest 100 holdings. View all holdings.

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Epoch Investment Partners, Inc. Top Holdings and 13F Report (2026)

About Epoch Investment Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Epoch Investment Partners, Inc. Top Holdings and 13F Report (2026)

About Epoch Investment Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEpoch Investment Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools