Epoch Investment Partners, Inc. Top Holdings and 13F Report (2024) About Epoch Investment Partners, Inc.Investment ActivityEpoch Investment Partners, Inc. has $22.33 billion in total holdings as of September 30, 2024.Epoch Investment Partners, Inc. owns shares of 369 different stocks, but just 115 companies or ETFs make up 80% of its holdings.Approximately 9.71% of the portfolio was purchased this quarter.About 10.64% of the portfolio was sold this quarter.This quarter, Epoch Investment Partners, Inc. has purchased 383 new stocks and bought additional shares in 122 stocks.Epoch Investment Partners, Inc. sold shares of 203 stocks and completely divested from 29 stocks this quarter.Largest Holdings Microsoft $594,154,798Broadcom $570,893,064Meta Platforms $516,350,611UnitedHealth Group $457,073,590JPMorgan Chase & Co. $415,565,841 Largest New Holdings this Quarter EMCOR Group $93,769,865 HoldingMagnolia Oil & Gas $67,668,357 HoldingGE HealthCare Technologies $53,316,935 HoldingAdvanced Drainage Systems $40,786,163 HoldingSIRIUSXM HOLDINGS INC $34,131,846 Holding Largest Purchases this Quarter Broadcom 2,948,816 shares (about $508.67M)Deckers Outdoor 914,096 shares (about $145.75M)NVIDIA 1,109,241 shares (about $134.71M)EMCOR Group 217,801 shares (about $93.77M)Post 713,096 shares (about $82.54M) Largest Sales this Quarter Walmart 1,472,166 shares (about $118.88M)Wells Fargo & Company 1,742,827 shares (about $98.45M)Occidental Petroleum 1,629,951 shares (about $84.01M)Veeva Systems 382,782 shares (about $80.33M)Alphabet 459,943 shares (about $76.28M) 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 PortfolioSectorMSFTMicrosoft$594,154,798$28,463,484 ▼-4.6%1,380,7922.7%Computer and TechnologyAVGOBroadcom$570,893,064$508,670,761 ▲817.5%3,309,5252.6%Computer and TechnologyMETAMeta Platforms$516,350,611$28,284,833 ▼-5.2%902,0172.3%Computer and TechnologyUNHUnitedHealth Group$457,073,590$49,128,906 ▼-9.7%781,7502.0%MedicalJPMJPMorgan Chase & Co.$415,565,841$7,713,470 ▲1.9%1,970,8141.9%FinanceAAPLApple$385,545,799$42,062,325 ▼-9.8%1,654,7031.7%Computer and TechnologyVVisa$321,516,631$15,825,297 ▼-4.7%1,169,3641.4%Business ServicesZTSZoetis$309,904,527$20,440,851 ▲7.1%1,586,1631.4%MedicalHCAHCA Healthcare$269,581,361$12,776,940 ▲5.0%663,2911.2%MedicalUNPUnion Pacific$262,763,208$2,220,292 ▼-0.8%1,066,0631.2%TransportationAMATApplied Materials$253,295,133$12,217,761 ▼-4.6%1,253,6261.1%Computer and TechnologyAXPAmerican Express$253,227,033$19,064,546 ▼-7.0%933,7281.1%FinancePAYXPaychex$245,148,088$4,897,398 ▲2.0%1,826,8731.1%Business ServicesNVRNVR$243,950,783$21,419,159 ▲9.6%24,8631.1%ConstructionNTAPNetApp$222,766,589$12,383,236 ▼-5.3%1,803,6321.0%Computer and TechnologyAMPAmeriprise Financial$220,308,004$4,869,581 ▲2.3%468,9301.0%FinanceLLYEli Lilly and Company$216,784,203$29,272,344 ▼-11.9%244,6941.0%MedicalANETArista Networks$215,832,350$17,196,671 ▼-7.4%562,3271.0%Computer and TechnologyYUMYum! Brands$212,742,424$910,211 ▼-0.4%1,522,7431.0%Retail/WholesaleCRMSalesforce$210,443,302$28,420,952 ▲15.6%768,8550.9%Computer and TechnologyKLACKLA$208,852,956$33,464,579 ▼-13.8%269,6930.9%Computer and TechnologyCOSTCostco Wholesale$204,746,227$12,084,154 ▼-5.6%230,9550.9%Retail/WholesaleAMZNAmazon.com$203,425,964$6,514,097 ▲3.3%1,091,7510.9%Retail/WholesaleCOCA-COLA EUROPACIFIC PARTNE$191,231,302$20,493,742 ▼-9.7%2,428,3340.9%SHSQCOMQUALCOMM$189,054,108$33,303,272 ▲21.4%1,111,7560.8%Computer and TechnologyIBMInternational Business Machines$183,842,391$13,639,973 ▼-6.9%831,5650.8%Computer and TechnologyMAMastercard$183,416,084$4,926,149 ▲2.8%371,4380.8%Business ServicesABBVAbbVie$181,241,220$2,305,974 ▼-1.3%917,7700.8%MedicalNVDANVIDIA$178,866,547$134,706,227 ▲305.0%1,472,8800.8%Computer and TechnologyGOOGLAlphabet$177,480,398$76,281,547 ▼-30.1%1,070,1260.8%Computer and TechnologyDECKDeckers Outdoor$177,360,858$145,752,606 ▲461.1%1,112,3290.8%Retail/WholesaleMNSTMonster Beverage$175,454,545$9,861,591 ▲6.0%3,363,1310.8%Consumer StaplesEXPEagle Materials$166,285,000$65,347,177 ▼-28.2%578,0810.7%ConstructionREGNRegeneron Pharmaceuticals$165,822,598$5,840,689 ▼-3.4%157,7400.7%MedicalLPLALPL Financial$162,848,909$12,490,835 ▲8.3%700,0340.7%FinanceGOOGAlphabet$161,575,760$32,216,008 ▼-16.6%966,4200.7%Computer and TechnologyEHCEncompass Health$160,819,011$18,934,385 ▲13.3%1,664,1040.7%MedicalBRK.BBerkshire Hathaway$156,872,717$4,377,533 ▼-2.7%340,8350.7%FinanceCPRTCopart$156,136,070$8,324,316 ▲5.6%2,979,6960.7%Business ServicesPCARPACCAR$152,926,073$10,669,282 ▲7.5%1,549,7170.7%Auto/Tires/TrucksAZNAstraZeneca$152,861,757$25,478,674 ▼-14.3%1,962,0300.7%MedicalFASTFastenal$152,362,857$7,178,996 ▲4.9%2,133,3360.7%Retail/WholesaleTMOThermo Fisher Scientific$152,278,944$47,684,943 ▼-23.8%246,1790.7%MedicalIRMIron Mountain$150,786,121$36,903,726 ▼-19.7%1,268,9230.7%FinanceSBUXStarbucks$146,269,316$28,546,534 ▲24.2%1,500,3520.7%Retail/WholesaleCHEChemed$144,274,868$10,178,028 ▲7.6%240,0700.6%MedicalLINDE PLC$142,584,955$5,776,682 ▼-3.9%299,0080.6%SHSMEDPMedpace$138,933,902$3,506,235 ▲2.6%416,2190.6%MedicalDPZDomino's Pizza$138,449,162$13,953,311 ▲11.2%321,8700.6%Retail/WholesaleTXNTexas Instruments$138,398,595$21,913,152 ▼-13.7%669,9840.6%Computer and TechnologyMETMetLife$137,581,508$3,606,026 ▼-2.6%1,668,0590.6%FinanceULTAUlta Beauty$136,684,625$1,891,901 ▼-1.4%351,2660.6%Retail/WholesaleLRCXLam Research$135,619,439$1,227,384 ▲0.9%166,1840.6%Computer and TechnologyADIAnalog Devices$133,652,814$16,600,781 ▼-11.0%580,6700.6%Computer and TechnologyCVSCVS Health$133,258,818$36,355,581 ▲37.5%2,119,2560.6%Retail/WholesaleMMCMarsh & McLennan Companies$131,901,294$1,517,458 ▲1.2%591,2470.6%FinanceVRSKVerisk Analytics$128,439,927$16,640,584 ▼-11.5%479,3250.6%Business ServicesTJXTJX Companies$127,870,355$9,905,096 ▼-7.2%1,087,8880.6%Retail/WholesaleMTDMettler-Toledo International$127,375,520$7,489,502 ▼-5.6%84,9340.6%Computer and TechnologyCVXChevron$124,227,841$2,561,467 ▼-2.0%843,5380.6%Oils/EnergyVIPER ENERGY INC$123,280,262$10,552,086 ▼-7.9%2,732,8810.6%CL AADPAutomatic Data Processing$122,306,634$4,287,655 ▼-3.4%441,9710.5%Business ServicesORLYO'Reilly Automotive$122,014,324$21,592,500 ▼-15.0%105,9520.5%Retail/WholesalePMPhilip Morris International$121,873,703$5,016,612 ▼-4.0%1,003,9020.5%Consumer StaplesCSCOCisco Systems$117,149,727$5,054,889 ▲4.5%2,201,2350.5%Computer and TechnologyCMICummins$114,240,882$2,971,421 ▼-2.5%352,8240.5%Auto/Tires/TrucksGNTXGentex$113,632,626$17,960,787 ▲18.8%3,827,3030.5%Auto/Tires/TrucksHESMHess Midstream$110,875,266$6,711,528 ▲6.4%3,143,6140.5%Oils/EnergyNEENextEra Energy$106,937,297$1,815,873 ▼-1.7%1,265,0810.5%UtilitiesADBEAdobe$105,998,886$8,885,105 ▼-7.7%204,7180.5%Computer and TechnologyEXPDExpeditors International of Washington$103,866,706$10,968,484 ▲11.8%790,4620.5%TransportationWMTWalmart$103,575,038$118,877,405 ▼-53.4%1,282,6630.5%Retail/WholesaleTKO GROUP HOLDINGS INC$103,353,643$24,180,233 ▼-19.0%835,4510.5%CL AMKLMarkel Group$102,235,339$9,209,133 ▲9.9%65,1770.5%Multi-Sector ConglomeratesCWCurtiss-Wright$101,272,347$34,257,058 ▲51.1%308,1090.5%AerospaceMDTMedtronic$100,889,418$276,032 ▲0.3%1,120,6200.5%MedicalTSMTaiwan Semiconductor Manufacturing$100,506,991$19,825,768 ▼-16.5%576,7940.5%Computer and TechnologyACNAccenture$99,992,422$5,263,671 ▼-5.0%282,8800.4%Computer and TechnologyBACBank of America$96,155,592$14,074,536 ▼-12.8%2,423,2760.4%FinanceMRKMerck & Co., Inc.$95,516,452$57,119,204 ▼-37.4%841,1100.4%MedicalVRSNVeriSign$95,198,264$19,933,453 ▲26.5%501,1490.4%Computer and TechnologyEMEEMCOR Group$93,769,865$93,769,865 ▲New Holding217,8010.4%ConstructionAEPAmerican Electric Power$93,254,884$2,338,767 ▼-2.4%908,9170.4%UtilitiesLAZARD INC$92,919,764$7,201,317 ▼-7.2%1,844,3780.4%COMTAT&T$92,846,732$2,328,282 ▲2.6%4,220,3060.4%Computer and TechnologyJNJJohnson & Johnson$92,228,833$1,002,017 ▼-1.1%569,1030.4%MedicalMANHManhattan Associates$91,567,805$16,735,638 ▼-15.5%325,4240.4%Computer and TechnologyJCIJohnson Controls International$91,500,638$6,196,770 ▲7.3%1,178,9800.4%ConstructionAMTAmerican Tower$88,472,801$31,917,930 ▲56.4%380,4300.4%FinanceSTZConstellation Brands$87,641,400$5,387,267 ▲6.5%340,1040.4%Consumer StaplesVZVerizon Communications$87,602,434$1,070,609 ▼-1.2%1,950,6220.4%Computer and TechnologyVICIVICI Properties$86,999,092$18,115,844 ▲26.3%2,611,8010.4%FinanceDCIDonaldson$86,711,292$6,112,309 ▼-6.6%1,176,5440.4%Industrial ProductsLYBLyondellBasell Industries$86,541,119$16,363,225 ▲23.3%902,4100.4%Basic MaterialsIDXXIDEXX Laboratories$86,286,018$7,210,500 ▼-7.7%170,7890.4%MedicalAPHAmphenol$86,239,586$35,955,549 ▼-29.4%1,323,5050.4%Computer and TechnologyPOOLPool$86,178,681$9,468,984 ▲12.3%228,7120.4%Consumer DiscretionaryUTHRUnited Therapeutics$85,568,963$4,347,144 ▲5.4%238,7860.4%MedicalMSMMSC Industrial Direct$85,448,457$5,900,790 ▲7.4%992,8940.4%Industrial ProductsDOWDOW$85,109,552$22,819,388 ▲36.6%1,557,9270.4%Basic MaterialsShowing largest 100 holdings. 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