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
$14.5B
$38.7 Million 0.2% of portfolio
459,338
Q4 2024 Reduced 8.79%
$6.68B
$38.2 Million 0.2% of portfolio
553,581
Q4 2024 Reduced 8.78%
$56.3B
$39.4 Million 0.2% of portfolio
163,610
Q4 2024 Reduced 2.68%
$23.4B
$36 Million 0.19% of portfolio
570,645
Q4 2024 Added 4.05%
$40.1B
$37.6 Million 0.19% of portfolio
279,993
Q4 2024 Reduced 10.72%
$8.04B
$37.2 Million 0.19% of portfolio
778,311
Q4 2024 Reduced 8.78%
$142B
$35.2 Million 0.18% of portfolio
155,936
Q4 2024 Reduced 4.61%
$124B
$34.8 Million 0.18% of portfolio
86,477
Q4 2024 Reduced 8.57%
$1.43B
$34.4 Million 0.18% of portfolio
570,154
Q4 2024 Reduced 46.65%
$35.2B
$28.4 Million 0.15% of portfolio
154,325
Q4 2024 Reduced 8.78%
$2.53B
$27.6 Million 0.14% of portfolio
790,320
Q4 2024 Reduced 8.78%
$66.7B
$26.7 Million 0.14% of portfolio
101,196
Q4 2024 Reduced 4.42%
$9.56B
$27.4 Million 0.14% of portfolio
236,723
Q4 2024 Reduced 8.78%
$403B
$24.8 Million 0.13% of portfolio
148,035
Q4 2024 Reduced 41.83%
$45.3B
$22.5 Million 0.12% of portfolio
304,201
Q4 2024 Reduced 8.78%
$70.9B
$23.7 Million 0.12% of portfolio
78,854
Q4 2024 Reduced 8.78%
$294B
$21.8 Million 0.11% of portfolio
309,869
Q4 2024 Added 10.3%
$7.53B
$18.4 Million 0.1% of portfolio
314,704
Q4 2024 Reduced 8.78%
$53.1B
$18.6 Million 0.1% of portfolio
75,828
Q4 2024 Reduced 9.67%
$9.79B
$16.8 Million 0.09% of portfolio
60,651
Q4 2024 Reduced 77.62%
$4.46B
$14.7 Million 0.08% of portfolio
185,140
Q4 2024 Reduced 70.72%
$89.5B
$14.7 Million 0.08% of portfolio
63,511
Q4 2024 Reduced 29.35%
$20.7B
$16.4 Million 0.08% of portfolio
245,934
Q4 2024 Reduced 1.69%
$173B
$15.5 Million 0.08% of portfolio
225,382
Q4 2024 Reduced 1.69%
$15.8B
$15 Million 0.08% of portfolio
253,781
Q4 2024 Reduced 7.43%
$162B
$15.2 Million 0.08% of portfolio
58,264
Q4 2024 Reduced 7.07%
$72.9B
$14.8 Million 0.08% of portfolio
73,504
Q4 2024 Added 2.24%
$9.05B
$13.3 Million 0.07% of portfolio
322,630
Q4 2024 New
$3.97B
$13.9 Million 0.07% of portfolio
199,662
Q4 2024 Added 255.35%
$27B
$13.1 Million 0.07% of portfolio
109,888
Q4 2024 Added 6.5%
$25.5B
$14.4 Million 0.07% of portfolio
161,461
Q4 2024 Reduced 1.66%
$17.9B
$13.2 Million 0.07% of portfolio
38,978
Q4 2024 New
$20.3B
$13.1 Million 0.07% of portfolio
31,358
Q4 2024 Reduced 26.44%
$5.31B
$13.2 Million 0.07% of portfolio
128,876
Q4 2024 Reduced 0.77%
$74.6B
$14.2 Million 0.07% of portfolio
156,315
Q4 2024 Reduced 5.11%
$112B
$13 Million 0.07% of portfolio
123,059
Q4 2024 Reduced 32.46%
$89.2B
$11.9 Million 0.06% of portfolio
64,929
Q4 2024 Reduced 82.93%
$8.29B
$9.06 Million 0.05% of portfolio
49,066
Q4 2024 Added 439.54%
$7.29B
$8.76 Million 0.05% of portfolio
52,828
Q4 2024 Reduced 58.86%
$0
$8.02 Million 0.04% of portfolio
87,686
Q4 2024 Added 8.39%
$9.38B
$7.91 Million 0.04% of portfolio
184,606
Q4 2024 Reduced 78.7%
$3.48B
$6.45 Million 0.03% of portfolio
173,964
Q4 2024 Added 1.5%
$2.84B
$6.71 Million 0.03% of portfolio
476,935
Q4 2024 Added 8.77%
$6.04B
$4.54 Million 0.02% of portfolio
160,551
Q4 2024 Added 5.65%
$905M
$3.38 Million 0.02% of portfolio
208,278
Q4 2024 Added 5.23%
$1.25B
$3.33 Million 0.02% of portfolio
65,216
Q4 2024 Added 50.78%
$156B
$4.12 Million 0.02% of portfolio
17,182
Q4 2024 Reduced 23.35%
$2.06B
$4.31 Million 0.02% of portfolio
51,872
Q4 2024 Added 94.56%
$2.25B
$4.05 Million 0.02% of portfolio
55,013
Q4 2024 Added 3.56%

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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