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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$307B
$69.4 Million 0.36% of portfolio
479,282
Q4 2024 Reduced 43.18%
$25.3B
$70.6 Million 0.36% of portfolio
1,524,016
Q4 2024 Reduced 0.25%
$25.1B
$69.9 Million 0.36% of portfolio
940,688
Q4 2024 Added 4.24%
$37.7B
$70.8 Million 0.36% of portfolio
171,171
Q4 2024 Added 0.22%
$160B
$70.3 Million 0.36% of portfolio
1,872,341
Q4 2024 Reduced 4.68%
$424B
$69 Million 0.36% of portfolio
476,880
Q4 2024 Reduced 16.2%
$227B
$67.9 Million 0.35% of portfolio
682,076
Q4 2024 Reduced 18.91%
$27.8B
$68.1 Million 0.35% of portfolio
1,696,466
Q4 2024 Added 8.89%
$9.33B
$65.5 Million 0.34% of portfolio
1,171,029
Q4 2024 Added 16.26%
$53.7B
$66 Million 0.34% of portfolio
1,378,594
Q4 2024 Added 13.31%
$12.6B
$66.9 Million 0.34% of portfolio
264,370
Q4 2024 Added 33.92%
$19.1B
$65.8 Million 0.34% of portfolio
1,009,877
Q4 2024 Reduced 6.48%
$36.4B
$66 Million 0.34% of portfolio
451,343
Q4 2024 Added 3.51%
$16.3B
$66.2 Million 0.34% of portfolio
1,800,101
Q4 2024 Reduced 18.11%
$76B
$66.8 Million 0.34% of portfolio
346,332
Q4 2024 Reduced 5.82%
$6.39B
$64.6 Million 0.33% of portfolio
344,541
Q4 2024 Reduced 15.85%
$4.54B
$62.3 Million 0.32% of portfolio
2,666,151
Q4 2024 Reduced 3.78%
$17.3B
$62.5 Million 0.32% of portfolio
169,344
Q4 2024 Added 2.52%
$22.4B
$60.8 Million 0.31% of portfolio
163,890
Q4 2024 Reduced 1.1%
$16.8B
$60.5 Million 0.31% of portfolio
703,720
Q4 2024 Added 0.45%
$181B
$60.5 Million 0.31% of portfolio
523,101
Q4 2024 Added 0.15%
$394B
$60.6 Million 0.31% of portfolio
155,680
Q4 2024 Reduced 20.98%
$224B
$59.6 Million 0.31% of portfolio
205,682
Q4 2024 Reduced 8.77%
$119B
$59.9 Million 0.31% of portfolio
1,059,239
Q4 2024 Reduced 8.77%
$9B
$59.2 Million 0.3% of portfolio
436,727
Q4 2024 Reduced 10.88%
$88.6B
$55.6 Million 0.29% of portfolio
931,126
Q4 2024 Added 5.49%
$60.6B
$56 Million 0.29% of portfolio
1,291,411
Q4 2024 Reduced 3.33%
$27.8B
$54.5 Million 0.28% of portfolio
332,416
Q4 2024 Added 7.95%
$148B
$54.9 Million 0.28% of portfolio
2,068,609
Q4 2024 Reduced 9.29%
$20.2B
$53.4 Million 0.28% of portfolio
302,458
Q4 2024 Added 2.98%
$21.9B
$54.9 Million 0.28% of portfolio
2,333,908
Q4 2024 Reduced 2.39%
$116B
$53.4 Million 0.28% of portfolio
109,917
Q4 2024 Reduced 15.46%
$83.3B
$53.6 Million 0.28% of portfolio
1,194,577
Q4 2024 Reduced 43.63%
$13B
$55.1 Million 0.28% of portfolio
368,436
Q4 2024 New
$12.5B
$54.6 Million 0.28% of portfolio
311,661
Q4 2024 Reduced 8.78%
$10.6B
$52 Million 0.27% of portfolio
280,298
Q4 2024 Added 12.14%
$28.4B
$53.1 Million 0.27% of portfolio
240,297
Q4 2024 Reduced 29.35%
$28.3B
$53.3 Million 0.27% of portfolio
1,190,777
Q4 2024 Reduced 9.62%
$32.8B
$50.7 Million 0.26% of portfolio
539,395
Q4 2024 Reduced 4.84%
$89B
$50.3 Million 0.26% of portfolio
467,083
Q4 2024 Reduced 2.96%
$309B
$49.9 Million 0.26% of portfolio
801,227
Q4 2024 Reduced 14.33%
$20.2B
$49.2 Million 0.25% of portfolio
573,842
Q4 2024 Reduced 3.66%
$35.3B
$48.7 Million 0.25% of portfolio
911,180
Q4 2024 Reduced 2.61%
$10.4B
$47.6 Million 0.25% of portfolio
561,100
Q4 2024 Reduced 3.3%
$72.5B
$49.2 Million 0.25% of portfolio
1,567,394
Q4 2024 Reduced 27.61%
$9.59B
$43.5 Million 0.22% of portfolio
1,196,946
Q4 2024 Added 2.8%
$211B
$43 Million 0.22% of portfolio
282,875
Q4 2024 Reduced 10.61%
$118B
$42.6 Million 0.22% of portfolio
128,372
Q4 2024 Reduced 4.31%
$1.53B
$40.9 Million 0.21% of portfolio
1,101,273
Q4 2024 Reduced 7.54%

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
Track This Portfolio

Track Epoch Investment Partners, Inc. Portfolio

Follow Epoch Investment Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epoch Investment Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Epoch Investment Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email