Epoch Investment Partners, Inc. Top Holdings and 13F Report (2025) About Epoch Investment Partners, Inc.Investment ActivityEpoch Investment Partners, Inc. has $20.64 billion in total holdings as of December 31, 2024.Epoch Investment Partners, Inc. owns shares of 281 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 6.66% of the portfolio was purchased this quarter.About 13.56% of the portfolio was sold this quarter.This quarter, Epoch Investment Partners, Inc. has purchased 369 new stocks and bought additional shares in 91 stocks.Epoch Investment Partners, Inc. sold shares of 153 stocks and completely divested from 115 stocks this quarter.Largest Holdings Broadcom $570,016,894Meta Platforms $495,570,980Microsoft $491,267,945JPMorgan Chase & Co. $411,320,547UnitedHealth Group $360,538,562 Largest New Holdings this Quarter ARISTA NETWORKS INC $255,160,384 HoldingLAM RESEARCH CORP $125,111,823 HoldingKenvue $66,916,088 HoldingBROOKFIELD INFRASTRUCTURE CO $65,061,901 HoldingBROOKFIELD RENEWABLE CORP $62,295,492 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 2,308,517 shares (about $255.16M)LAM RESEARCH CORP 1,732,131 shares (about $125.11M)Kenvue 3,134,243 shares (about $66.92M)Entergy 865,907 shares (about $65.65M)BROOKFIELD INFRASTRUCTURE CO 1,626,141 shares (about $65.06M) Largest Sales this Quarter Broadcom 850,860 shares (about $197.26M)Microsoft 215,269 shares (about $90.74M)Apple 302,281 shares (about $75.70M)JPMorgan Chase & Co. 254,905 shares (about $61.10M)Evercore 210,314 shares (about $58.30M) 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 PortfolioSectorAVGOBroadcom$570,016,894$197,263,383 ▼-25.7%2,458,6652.8%Computer and TechnologyMETAMeta Platforms$495,570,980$32,568,994 ▼-6.2%846,3922.4%Computer and TechnologyMSFTMicrosoft$491,267,945$90,735,884 ▼-15.6%1,165,5232.4%Computer and TechnologyJPMJPMorgan Chase & Co.$411,320,547$61,103,278 ▼-12.9%1,715,9092.0%FinanceUNHUnitedHealth Group$360,538,562$34,917,492 ▼-8.8%712,7241.7%MedicalVVisa$350,875,509$18,690,290 ▼-5.1%1,110,2251.7%Business ServicesAAPLApple$338,673,518$75,697,208 ▼-18.3%1,352,4221.6%Computer and TechnologyCRMSalesforce$309,519,705$52,468,413 ▲20.4%925,7911.5%Computer and TechnologyPAYXPaychex$263,005,186$6,841,053 ▲2.7%1,875,6611.3%Business ServicesUNPUnion Pacific$262,806,751$19,701,744 ▲8.1%1,152,4591.3%TransportationAMPAmeriprise Financial$257,793,022$8,120,622 ▲3.3%484,1821.2%FinanceARISTA NETWORKS INC$255,160,384$255,160,384 ▲New Holding2,308,5171.2%COM SHSLPLALPL Financial$236,906,513$8,338,412 ▲3.6%725,5721.1%FinanceAXPAmerican Express$235,808,559$41,312,574 ▼-14.9%794,5301.1%FinanceZTSZoetis$232,375,166$26,058,373 ▼-10.1%1,426,2271.1%MedicalHCAHCA Healthcare$227,066,477$27,979,683 ▲14.1%756,5101.1%MedicalAMZNAmazon.com$225,999,782$13,519,470 ▼-5.6%1,030,1281.1%Retail/WholesaleCOSTCostco Wholesale$216,014,318$4,397,180 ▲2.1%235,7541.0%Retail/WholesaleNTAPNetApp$209,442,564$76,961 ▲0.0%1,804,2951.0%Computer and TechnologyNVDANVIDIA$205,186,659$7,393,605 ▲3.7%1,527,9371.0%Computer and TechnologyMAMastercard$205,037,933$9,449,825 ▲4.8%389,3841.0%Business ServicesDECKDeckers Outdoor$202,840,808$23,062,088 ▼-10.2%998,7731.0%Retail/WholesaleAMATApplied Materials$199,941,876$3,935,321 ▼-1.9%1,229,4281.0%Computer and TechnologyGOOGLAlphabet$196,298,421$6,276,431 ▼-3.1%1,036,9701.0%Computer and TechnologyPCARPACCAR$194,718,574$33,517,012 ▲20.8%1,871,9340.9%Auto/Tires/TrucksYUMYum! Brands$190,285,031$14,006,170 ▼-6.9%1,418,3440.9%Retail/WholesaleMNSTMonster Beverage$184,150,214$7,384,049 ▲4.2%3,503,6190.9%Consumer StaplesNVRNVR$179,314,204$24,037,787 ▼-11.8%21,9240.9%ConstructionGOOGAlphabet$178,310,305$5,734,720 ▼-3.1%936,3070.9%Computer and TechnologyQCOMQUALCOMM$177,313,888$6,525,931 ▲3.8%1,154,2370.9%Computer and TechnologyCPRTCopart$173,264,943$2,260,190 ▲1.3%3,019,0790.8%Business ServicesCOCA-COLA EUROPACIFIC PARTNE$170,026,386$16,493,949 ▼-8.8%2,213,5970.8%SHSIBMInternational Business Machines$169,812,080$12,990,854 ▼-7.1%772,4700.8%Computer and TechnologyKLACKLA$164,753,065$5,185,888 ▼-3.1%261,4630.8%Computer and TechnologyFASTFastenal$161,325,483$7,917,291 ▲5.2%2,243,4360.8%Retail/WholesaleULTAUlta Beauty$157,665,170$4,889,048 ▲3.2%362,5070.8%Retail/WholesaleEXPEagle Materials$146,098,946$3,451,679 ▲2.4%592,0690.7%ConstructionMEDPMedpace$145,549,963$7,269,525 ▲5.3%438,1000.7%MedicalABBVAbbVie$145,431,102$17,656,627 ▼-10.8%818,4080.7%MedicalLLYEli Lilly and Company$142,579,136$46,324,632 ▼-24.5%184,6880.7%MedicalDOMINOS PIZZA INC$140,805,973$5,697,822 ▲4.2%335,4440.7%COMREGNRegeneron Pharmaceuticals$140,518,490$28,155,556 ▲25.1%197,2660.7%MedicalSBUXStarbucks$140,336,751$3,429,631 ▲2.5%1,537,9370.7%Retail/WholesaleVRSKVerisk Analytics$138,422,579$6,402,095 ▲4.8%502,5690.7%Business ServicesCSCOCisco Systems$134,111,681$3,798,568 ▲2.9%2,265,4000.6%Computer and TechnologyCHEChemed$133,635,162$6,446,077 ▲5.1%252,2370.6%MedicalAZNAstraZeneca$132,803,274$4,251,069 ▲3.3%2,026,9120.6%MedicalTJXTJX Companies$129,594,699$1,833,050 ▼-1.4%1,072,7150.6%Retail/WholesaleORLYO'Reilly Automotive$128,905,947$3,268,065 ▲2.6%108,7080.6%Retail/WholesaleBRK.BBerkshire Hathaway$128,517,119$25,976,570 ▼-16.8%283,5270.6%FinanceGNTXGentex$127,530,689$17,572,274 ▲16.0%4,438,9380.6%Auto/Tires/TrucksADPAutomatic Data Processing$126,130,039$3,248,132 ▼-2.5%430,8750.6%Business ServicesLAM RESEARCH CORP$125,111,823$125,111,823 ▲New Holding1,732,1310.6%COM NEWVIPER ENERGY INC$124,795,265$9,307,205 ▼-6.9%2,543,2090.6%CL AMKLMarkel Group$124,690,772$12,180,279 ▲10.8%72,2330.6%Multi-Sector ConglomeratesHESMHess Midstream$122,552,526$6,144,499 ▲5.3%3,309,5470.6%Oils/EnergyMETMetLife$122,071,863$14,508,809 ▼-10.6%1,490,8630.6%FinanceMMCMarsh & McLennan Companies$121,963,698$3,623,077 ▼-2.9%574,1900.6%FinanceTKO GROUP HOLDINGS INC$121,015,617$2,289,676 ▲1.9%851,5630.6%CL ATXNTexas Instruments$120,828,256$4,800,443 ▼-3.8%644,3830.6%Computer and TechnologyCMICummins$120,128,605$2,865,841 ▼-2.3%344,6030.6%Auto/Tires/TrucksEHCEncompass Health$119,963,111$33,716,892 ▼-21.9%1,299,0050.6%MedicalMTDMettler-Toledo International$115,523,958$11,591,921 ▲11.2%94,4070.6%MedicalLINDE PLC$114,415,394$10,770,286 ▼-8.6%273,2830.6%SHSADIAnalog Devices$111,112,968$12,256,180 ▼-9.9%522,9830.5%Computer and TechnologyPMPhilip Morris International$109,163,709$11,655,898 ▼-9.6%907,0520.5%Consumer StaplesHPEHewlett Packard Enterprise$104,551,676$20,314,867 ▲24.1%4,897,0340.5%Computer and TechnologyEMEEMCOR Group$103,567,725$4,707,851 ▲4.8%228,1730.5%ConstructionETREntergy$100,834,307$65,653,069 ▲186.6%1,329,9170.5%UtilitiesACNAccenture$99,818,302$303,947 ▲0.3%283,7440.5%Computer and TechnologyVRSNVeriSign$98,213,696$5,504,101 ▼-5.3%474,5540.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$96,527,187$17,383,860 ▼-15.3%488,7700.5%Computer and TechnologyWMTWalmart$94,424,152$21,464,449 ▼-18.5%1,045,0930.5%Retail/WholesaleLAZARD INC$94,295,350$653,230 ▼-0.7%1,831,6890.5%COMBACBank of America$93,600,228$12,902,753 ▼-12.1%2,129,6980.5%FinanceGDDYGoDaddy$92,790,151$3,029,235 ▲3.4%470,1330.4%Computer and TechnologyUBERUber Technologies$92,695,373$27,747,019 ▲42.7%1,536,7270.4%Computer and TechnologyTAT&T$91,999,362$4,097,006 ▼-4.3%4,040,3760.4%Computer and TechnologyBKNGBooking$91,781,622$1,803,536 ▼-1.9%18,4730.4%Retail/WholesaleWSTWest Pharmaceutical Services$89,268,289$3,269,376 ▲3.8%272,5250.4%MedicalEXPDExpeditors International of Washington$89,002,587$1,443,112 ▲1.6%803,4900.4%TransportationADBEAdobe$88,550,018$2,483,982 ▼-2.7%199,1320.4%Computer and TechnologyCHENIERE ENERGY INC$84,833,469$4,730,148 ▲5.9%394,8130.4%COM NEWPOSTPost$82,915,511$281,801 ▼-0.3%724,4060.4%Consumer StaplesDCIDonaldson$81,289,902$2,049,663 ▲2.6%1,206,9770.4%Industrial ProductsDELLDell Technologies$80,884,305$769,688 ▼-0.9%701,8770.4%Computer and TechnologyJCIJohnson Controls International$80,640,256$12,416,636 ▼-13.3%1,021,6680.4%ConstructionWMBWilliams Companies$80,183,326$1,971,050 ▼-2.4%1,481,5840.4%Oils/EnergyUTHRUnited Therapeutics$79,816,642$4,436,610 ▼-5.3%226,2120.4%MedicalPOOLPool$79,801,780$1,824,711 ▲2.3%234,0640.4%Consumer DiscretionaryUSBU.S. Bancorp$79,798,855$4,690,066 ▼-5.6%1,668,3850.4%FinanceMDTMedtronic$79,590,196$9,924,930 ▼-11.1%996,3720.4%MedicalNEENextEra Energy$78,853,624$11,840,034 ▼-13.1%1,099,9250.4%UtilitiesIRMIron Mountain$78,574,980$54,801,516 ▼-41.1%747,5500.4%Business ServicesCWCurtiss-Wright$78,324,778$31,013,864 ▼-28.4%220,7140.4%AerospaceAEPAmerican Electric Power$78,309,911$5,519,504 ▼-6.6%849,0720.4%UtilitiesTMOThermo Fisher Scientific$76,521,151$51,548,550 ▼-40.3%147,0910.4%MedicalMANHManhattan Associates$76,199,032$11,743,549 ▼-13.4%281,9680.4%Computer and TechnologyFNFabrinet$75,872,892$1,370,732 ▲1.8%345,0650.4%Computer and TechnologyEMREmerson Electric$75,276,569$14,950,048 ▼-16.6%607,4120.4%Industrial ProductsShowing largest 100 holdings. 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