Epoch Investment Partners, Inc. Portfolio Holdings

Epoch Investment Partners, Inc.

  • $19.4 Billion
  • Q4 2024

Epoch Investment Partners, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $19.4 Billion distributed in 616 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $570M, Meta Platforms, Inc. with a value of $499M, Microsoft Corp with a value of $491M, Jpmorgan Chase & CO with a value of $411M, and Unitedhealth Group Inc with a value of $361M.

Examining the 13F form we can see an decrease of $2.26B in the current position value, from $21.7B to 19.4B.

Epoch Investment Partners, Inc. is based out at New York, NY

Below you can find more details about Epoch Investment Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $19.4 Billion
Technology: $4.41 Billion
Healthcare: $2.94 Billion
Financial Services: $2.77 Billion
Industrials: $2.59 Billion
Consumer Cyclical: $2.37 Billion
Communication Services: $1.27 Billion
Consumer Defensive: $1.1 Billion
Energy: $610 Million
Other: $1.34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.5B
$570 Million 2.94% of portfolio
2,458,665
Q4 2024 Reduced 25.71%
$1.3T
$499 Million 2.57% of portfolio
846,392
Q4 2024 Reduced 6.17%
$2.82T
$491 Million 2.53% of portfolio
1,165,523
Q4 2024 Reduced 15.59%
$712B
$411 Million 2.12% of portfolio
1,715,909
Q4 2024 Reduced 12.93%
$483B
$361 Million 1.86% of portfolio
712,724
Q4 2024 Reduced 8.83%
$561B
$351 Million 1.81% of portfolio
1,110,225
Q4 2024 Reduced 5.06%
$3.5T
$339 Million 1.75% of portfolio
1,352,422
Q4 2024 Reduced 18.27%
$270B
$310 Million 1.6% of portfolio
925,791
Q4 2024 Added 20.41%
$54.4B
$263 Million 1.36% of portfolio
1,875,661
Q4 2024 Added 2.67%
$143B
$263 Million 1.35% of portfolio
1,152,459
Q4 2024 Added 8.1%
$51.5B
$258 Million 1.33% of portfolio
484,182
Q4 2024 Added 3.25%
$26.9B
$237 Million 1.22% of portfolio
725,572
Q4 2024 Added 3.65%
$198B
$236 Million 1.22% of portfolio
794,530
Q4 2024 Reduced 14.91%
$76.4B
$232 Million 1.2% of portfolio
1,426,227
Q4 2024 Reduced 10.08%
$1.96T
$226 Million 1.17% of portfolio
1,030,128
Q4 2024 Reduced 5.64%
$98.2B
$227 Million 1.17% of portfolio
756,510
Q4 2024 Added 14.05%
$19.2B
$209 Million 1.08% of portfolio
1,804,295
Q4 2024 Added 0.04%
$516B
$205 Million 1.06% of portfolio
389,384
Q4 2024 Added 4.83%
$273B
$205 Million 1.06% of portfolio
1,527,937
Q4 2024 Added 3.74%
$2.96B
$203 Million 1.05% of portfolio
998,773
Q4 2024 Reduced 10.21%
$125B
$200 Million 1.03% of portfolio
1,229,428
Q4 2024 Reduced 1.93%
$922B
$196 Million 1.01% of portfolio
1,036,970
Q4 2024 Reduced 3.1%
$33.7B
$195 Million 1.0% of portfolio
1,871,934
Q4 2024 Added 20.79%
$44.3B
$190 Million 0.98% of portfolio
1,418,344
Q4 2024 Reduced 6.86%
$30.5B
$184 Million 0.95% of portfolio
3,503,619
Q4 2024 Added 4.18%
$23.1B
$179 Million 0.92% of portfolio
21,924
Q4 2024 Reduced 11.82%
$950B
$178 Million 0.92% of portfolio
936,307
Q4 2024 Reduced 3.12%
$172B
$177 Million 0.91% of portfolio
1,154,237
Q4 2024 Added 3.82%
$13.1B
$173 Million 0.89% of portfolio
3,019,079
Q4 2024 Added 1.32%
$219B
$170 Million 0.88% of portfolio
772,470
Q4 2024 Reduced 7.11%
$39.4B
$170 Million 0.88% of portfolio
2,213,597
Q4 2024 Reduced 8.84%
$95.5B
$165 Million 0.85% of portfolio
261,463
Q4 2024 Reduced 3.05%
$43.6B
$161 Million 0.83% of portfolio
2,243,436
Q4 2024 Added 5.16%
$18.4B
$158 Million 0.81% of portfolio
362,507
Q4 2024 Added 3.2%
$9.71B
$146 Million 0.75% of portfolio
438,100
Q4 2024 Added 5.26%
$363B
$145 Million 0.75% of portfolio
818,408
Q4 2024 Reduced 10.83%
$8.14B
$146 Million 0.75% of portfolio
592,069
Q4 2024 Added 2.42%
$782B
$143 Million 0.73% of portfolio
184,688
Q4 2024 Reduced 24.52%
$15.8B
$141 Million 0.73% of portfolio
335,444
Q4 2024 Added 4.22%
$68.3B
$141 Million 0.72% of portfolio
197,266
Q4 2024 Added 25.06%
$112B
$140 Million 0.72% of portfolio
1,537,937
Q4 2024 Added 2.51%
$46.2B
$138 Million 0.71% of portfolio
502,569
Q4 2024 Added 4.85%
$9.03B
$134 Million 0.69% of portfolio
252,237
Q4 2024 Added 5.07%
$250B
$134 Million 0.69% of portfolio
2,265,400
Q4 2024 Added 2.91%
$229B
$133 Million 0.68% of portfolio
2,026,912
Q4 2024 Added 3.31%
$137B
$130 Million 0.67% of portfolio
1,072,715
Q4 2024 Reduced 1.39%
$5.5B
$128 Million 0.66% of portfolio
4,438,938
Q4 2024 Added 15.98%
$683B
$129 Million 0.66% of portfolio
283,527
Q4 2024 Reduced 16.81%
$88.5B
$129 Million 0.66% of portfolio
108,708
Q4 2024 Added 2.6%

Summary

  • Portfolio
  • No. of Stocks 616
  • Current Value $19.4 Billion
  • Prior Value $21.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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