Filed: 2/13/2025ACC: 0001172661-25-000806
📋 What this filing means
EPOCH INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $20.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$20.64B
Total AUM (reported)
183.76M
Total Shares
Allocation by class
COM$15.70B76.1%
CL A$1.66B8.1%
SHS$566.93M2.7%
COM NEW$508.46M2.5%
COM CL A$360.77M1.7%
COM SHS$255.16M1.2%
CAP STK CL A$196.30M1.0%
Portfolio Concentration
Top 3$1.56B7.5%
4–10$2.30B11.1%
11–25$3.30B16.0%
Rest$13.48B65.3%
Top 3 weight
7.5%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 183.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
178.24M
shares
% of voting shares97.0%
None
No voting authority
5.52M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole0
Shared0
Other281
Dominant voting typeShared · 97.0% of voting shares
Institutional Holdings281
Rows:
BROADCOM INC
OTRShares2.46M
TypeSH
Market value$570.02M
2.76%
Sole
0.00
Shared
2.39M
None
71.35K
META PLATFORMS INC
DFNDShares846.39K
TypeSH
Market value$495.57M
2.40%
Sole
0.00
Shared
819.73K
None
26.67K
MICROSOFT CORP
DFNDShares1.17M
TypeSH
Market value$491.27M
2.38%
Sole
0.00
Shared
1.14M
None
26.38K
JPMORGAN CHASE & CO.
DFNDShares1.72M
TypeSH
Market value$411.32M
1.99%
Sole
0.00
Shared
1.71M
None
8K
UNITEDHEALTH GROUP INC
DFNDShares712.72K
TypeSH
Market value$360.54M
1.75%
Sole
0.00
Shared
692.22K
None
20.50K
VISA INC
DFNDShares1.11M
TypeSH
Market value$350.88M
1.70%
Sole
0.00
Shared
1.07M
None
36.32K
APPLE INC
DFNDShares1.35M
TypeSH
Market value$338.67M
1.64%
Sole
0.00
Shared
1.31M
None
40.19K
SALESFORCE INC
DFNDShares925.79K
TypeSH
Market value$309.52M
1.50%
Sole
0.00
Shared
921.01K
None
4.78K
PAYCHEX INC
DFNDShares1.88M
TypeSH
Market value$263.01M
1.27%
Sole
0.00
Shared
1.79M
None
90.31K
UNION PAC CORP
DFNDShares1.15M
TypeSH
Market value$262.81M
1.27%
Sole
0.00
Shared
1.12M
None
28.13K
AMERIPRISE FINL INC
DFNDShares484.18K
TypeSH
Market value$257.79M
1.25%
Sole
0.00
Shared
455.50K
None
28.68K
ARISTA NETWORKS INC
DFNDShares2.31M
TypeSH
Market value$255.16M
1.24%
Sole
0.00
Shared
2.17M
None
135K
LPL FINL HLDGS INC
OTRShares725.57K
TypeSH
Market value$236.91M
1.15%
Sole
0.00
Shared
682.18K
None
43.40K
AMERICAN EXPRESS CO
OTRShares794.53K
TypeSH
Market value$235.81M
1.14%
Sole
0.00
Shared
788.20K
None
6.33K
ZOETIS INC
DFNDShares1.43M
TypeSH
Market value$232.38M
1.13%
Sole
0.00
Shared
1.36M
None
70.10K
HCA HEALTHCARE INC
DFNDShares756.51K
TypeSH
Market value$227.07M
1.10%
Sole
0.00
Shared
735.13K
None
21.38K
AMAZON COM INC
OTRShares1.03M
TypeSH
Market value$226.00M
1.10%
Sole
0.00
Shared
1.02M
None
11.29K
COSTCO WHSL CORP NEW
DFNDShares235.75K
TypeSH
Market value$216.01M
1.05%
Sole
0.00
Shared
222.14K
None
13.62K
NETAPP INC
OTRShares1.80M
TypeSH
Market value$209.44M
1.01%
Sole
0.00
Shared
1.74M
None
60.04K
NVIDIA CORPORATION
OTRShares1.53M
TypeSH
Market value$205.19M
0.99%
Sole
0.00
Shared
1.46M
None
69.96K
MASTERCARD INCORPORATED
DFNDShares389.38K
TypeSH
Market value$205.04M
0.99%
Sole
0.00
Shared
366.31K
None
23.07K
DECKERS OUTDOOR CORP
OTRShares998.77K
TypeSH
Market value$202.84M
0.98%
Sole
0.00
Shared
941.63K
None
57.14K
APPLIED MATLS INC
OTRShares1.23M
TypeSH
Market value$199.94M
0.97%
Sole
0.00
Shared
1.19M
None
41.81K
ALPHABET INC
DFNDShares1.04M
TypeSH
Market value$196.30M
0.95%
Sole
0.00
Shared
992.71K
None
44.26K
PACCAR INC
DFNDShares1.87M
TypeSH
Market value$194.72M
0.94%
Sole
0.00
Shared
1.79M
None
85.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCOTR | COM | 2.46M | SH | $570.02M 2.76% | 0.00 | 2.39M | 71.35K |
META PLATFORMS INCDFND | CL A | 846.39K | SH | $495.57M 2.40% | 0.00 | 819.73K | 26.67K |
MICROSOFT CORPDFND | COM | 1.17M | SH | $491.27M 2.38% | 0.00 | 1.14M | 26.38K |
JPMORGAN CHASE & CO.DFND | COM | 1.72M | SH | $411.32M 1.99% | 0.00 | 1.71M | 8K |
UNITEDHEALTH GROUP INCDFND | COM | 712.72K | SH | $360.54M 1.75% | 0.00 | 692.22K | 20.50K |
VISA INCDFND | COM CL A | 1.11M | SH | $350.88M 1.70% | 0.00 | 1.07M | 36.32K |
APPLE INCDFND | COM | 1.35M | SH | $338.67M 1.64% | 0.00 | 1.31M | 40.19K |
SALESFORCE INCDFND | COM | 925.79K | SH | $309.52M 1.50% | 0.00 | 921.01K | 4.78K |
PAYCHEX INCDFND | COM | 1.88M | SH | $263.01M 1.27% | 0.00 | 1.79M | 90.31K |
UNION PAC CORPDFND | COM | 1.15M | SH | $262.81M 1.27% | 0.00 | 1.12M | 28.13K |
AMERIPRISE FINL INCDFND | COM | 484.18K | SH | $257.79M 1.25% | 0.00 | 455.50K | 28.68K |
ARISTA NETWORKS INCDFND | COM SHS | 2.31M | SH | $255.16M 1.24% | 0.00 | 2.17M | 135K |
LPL FINL HLDGS INCOTR | COM | 725.57K | SH | $236.91M 1.15% | 0.00 | 682.18K | 43.40K |
AMERICAN EXPRESS COOTR | COM | 794.53K | SH | $235.81M 1.14% | 0.00 | 788.20K | 6.33K |
ZOETIS INCDFND | CL A | 1.43M | SH | $232.38M 1.13% | 0.00 | 1.36M | 70.10K |
HCA HEALTHCARE INCDFND | COM | 756.51K | SH | $227.07M 1.10% | 0.00 | 735.13K | 21.38K |
AMAZON COM INCOTR | COM | 1.03M | SH | $226.00M 1.10% | 0.00 | 1.02M | 11.29K |
COSTCO WHSL CORP NEWDFND | COM | 235.75K | SH | $216.01M 1.05% | 0.00 | 222.14K | 13.62K |
NETAPP INCOTR | COM | 1.80M | SH | $209.44M 1.01% | 0.00 | 1.74M | 60.04K |
NVIDIA CORPORATIONOTR | COM | 1.53M | SH | $205.19M 0.99% | 0.00 | 1.46M | 69.96K |
MASTERCARD INCORPORATEDDFND | CL A | 389.38K | SH | $205.04M 0.99% | 0.00 | 366.31K | 23.07K |
DECKERS OUTDOOR CORPOTR | COM | 998.77K | SH | $202.84M 0.98% | 0.00 | 941.63K | 57.14K |
APPLIED MATLS INCOTR | COM | 1.23M | SH | $199.94M 0.97% | 0.00 | 1.19M | 41.81K |
ALPHABET INCDFND | CAP STK CL A | 1.04M | SH | $196.30M 0.95% | 0.00 | 992.71K | 44.26K |
PACCAR INCDFND | COM | 1.87M | SH | $194.72M 0.94% | 0.00 | 1.79M | 85.36K |
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