Filed: 5/14/2025ACC: 0001172661-25-001908
📋 What this filing means
EPOCH INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 278 equity positions with a total reported market value of $19.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
278
Positions
$19.28B
Total AUM (reported)
176.36M
Total Shares
Allocation by class
COM$14.99B77.8%
CL A$1.41B7.3%
COM NEW$527.16M2.7%
SHS$491.35M2.5%
COM CL A$271.99M1.4%
CAP STK CL A$164.22M0.9%
SPONSORED ADR$146.82M0.8%
Portfolio Concentration
Top 3$1.29B6.7%
4–10$1.88B9.7%
11–25$3.00B15.6%
Rest$13.12B68.0%
Top 3 weight
6.7%
Top 10 weight
16.4%
Voting Authority Distribution
Total shares with voting rights: 176.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
171.50M
shares
% of voting shares97.2%
None
No voting authority
4.86M
shares
% of voting shares2.8%
Investment Discretion (by position count)
Sole0
Shared0
Other278
Dominant voting typeShared · 97.2% of voting shares
Institutional Holdings278
Rows:
META PLATFORMS INC
OTRShares801.92K
TypeSH
Market value$462.19M
2.40%
Sole
0.00
Shared
776.88K
None
25.04K
MICROSOFT CORP
DFNDShares1.16M
TypeSH
Market value$435.57M
2.26%
Sole
0.00
Shared
1.13M
None
27.48K
JPMORGAN CHASE & CO.
DFNDShares1.60M
TypeSH
Market value$391.82M
2.03%
Sole
0.00
Shared
1.59M
None
7.09K
UNITEDHEALTH GROUP INC
OTRShares609.23K
TypeSH
Market value$319.08M
1.65%
Sole
0.00
Shared
588.79K
None
20.44K
PAYCHEX INC
DFNDShares1.84M
TypeSH
Market value$284.05M
1.47%
Sole
0.00
Shared
1.75M
None
90.29K
BROADCOM INC
DFNDShares1.64M
TypeSH
Market value$274.66M
1.42%
Sole
0.00
Shared
1.59M
None
55.13K
VISA INC
DFNDShares757.60K
TypeSH
Market value$265.51M
1.38%
Sole
0.00
Shared
722.19K
None
35.41K
UNION PAC CORP
OTRShares1.08M
TypeSH
Market value$254.88M
1.32%
Sole
0.00
Shared
1.05M
None
27.48K
HCA HEALTHCARE INC
DFNDShares694.91K
TypeSH
Market value$240.12M
1.25%
Sole
0.00
Shared
674.07K
None
20.83K
APPLE INC
DFNDShares1.07M
TypeSH
Market value$237.01M
1.23%
Sole
0.00
Shared
1.03M
None
35.20K
ZOETIS INC
DFNDShares1.43M
TypeSH
Market value$235.71M
1.22%
Sole
0.00
Shared
1.36M
None
76.07K
SALESFORCE INC
DFNDShares864.30K
TypeSH
Market value$231.94M
1.20%
Sole
0.00
Shared
860.93K
None
3.37K
YUM BRANDS INC
DFNDShares1.42M
TypeSH
Market value$223.21M
1.16%
Sole
0.00
Shared
1.34M
None
74.41K
MASTERCARD INCORPORATED
OTRShares383.58K
TypeSH
Market value$210.25M
1.09%
Sole
0.00
Shared
360.51K
None
23.07K
AMERIPRISE FINL INC
DFNDShares433.85K
TypeSH
Market value$210.03M
1.09%
Sole
0.00
Shared
408.95K
None
24.90K
MARKEL GROUP INC
DFNDShares108.02K
TypeSH
Market value$201.95M
1.05%
Sole
0.00
Shared
107.92K
None
99.00
MONSTER BEVERAGE CORP NEW
DFNDShares3.44M
TypeSH
Market value$201.25M
1.04%
Sole
0.00
Shared
3.23M
None
205.93K
NVIDIA CORPORATION
DFNDShares1.80M
TypeSH
Market value$194.81M
1.01%
Sole
0.00
Shared
1.71M
None
82.56K
LPL FINL HLDGS INC
OTRShares585.57K
TypeSH
Market value$191.56M
0.99%
Sole
0.00
Shared
549.65K
None
35.92K
COSTCO WHSL CORP NEW
DFNDShares199.49K
TypeSH
Market value$188.68M
0.98%
Sole
0.00
Shared
187.90K
None
11.59K
AMERICAN EXPRESS CO
DFNDShares699.02K
TypeSH
Market value$188.07M
0.98%
Sole
0.00
Shared
693.64K
None
5.39K
AMAZON COM INC
DFNDShares980.57K
TypeSH
Market value$186.56M
0.97%
Sole
0.00
Shared
969.58K
None
11K
APPLIED MATLS INC
DFNDShares1.27M
TypeSH
Market value$184.62M
0.96%
Sole
0.00
Shared
1.23M
None
44.66K
MARSH & MCLENNAN COS INC
DFNDShares720.83K
TypeSH
Market value$175.91M
0.91%
Sole
0.00
Shared
697.10K
None
23.73K
PACCAR INC
OTRShares1.80M
TypeSH
Market value$174.81M
0.91%
Sole
0.00
Shared
1.71M
None
85.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCOTR | CL A | 801.92K | SH | $462.19M 2.40% | 0.00 | 776.88K | 25.04K |
MICROSOFT CORPDFND | COM | 1.16M | SH | $435.57M 2.26% | 0.00 | 1.13M | 27.48K |
JPMORGAN CHASE & CO.DFND | COM | 1.60M | SH | $391.82M 2.03% | 0.00 | 1.59M | 7.09K |
UNITEDHEALTH GROUP INCOTR | COM | 609.23K | SH | $319.08M 1.65% | 0.00 | 588.79K | 20.44K |
PAYCHEX INCDFND | COM | 1.84M | SH | $284.05M 1.47% | 0.00 | 1.75M | 90.29K |
BROADCOM INCDFND | COM | 1.64M | SH | $274.66M 1.42% | 0.00 | 1.59M | 55.13K |
VISA INCDFND | COM CL A | 757.60K | SH | $265.51M 1.38% | 0.00 | 722.19K | 35.41K |
UNION PAC CORPOTR | COM | 1.08M | SH | $254.88M 1.32% | 0.00 | 1.05M | 27.48K |
HCA HEALTHCARE INCDFND | COM | 694.91K | SH | $240.12M 1.25% | 0.00 | 674.07K | 20.83K |
APPLE INCDFND | COM | 1.07M | SH | $237.01M 1.23% | 0.00 | 1.03M | 35.20K |
ZOETIS INCDFND | CL A | 1.43M | SH | $235.71M 1.22% | 0.00 | 1.36M | 76.07K |
SALESFORCE INCDFND | COM | 864.30K | SH | $231.94M 1.20% | 0.00 | 860.93K | 3.37K |
YUM BRANDS INCDFND | COM | 1.42M | SH | $223.21M 1.16% | 0.00 | 1.34M | 74.41K |
MASTERCARD INCORPORATEDOTR | CL A | 383.58K | SH | $210.25M 1.09% | 0.00 | 360.51K | 23.07K |
AMERIPRISE FINL INCDFND | COM | 433.85K | SH | $210.03M 1.09% | 0.00 | 408.95K | 24.90K |
MARKEL GROUP INCDFND | COM | 108.02K | SH | $201.95M 1.05% | 0.00 | 107.92K | 99.00 |
MONSTER BEVERAGE CORP NEWDFND | COM | 3.44M | SH | $201.25M 1.04% | 0.00 | 3.23M | 205.93K |
NVIDIA CORPORATIONDFND | COM | 1.80M | SH | $194.81M 1.01% | 0.00 | 1.71M | 82.56K |
LPL FINL HLDGS INCOTR | COM | 585.57K | SH | $191.56M 0.99% | 0.00 | 549.65K | 35.92K |
COSTCO WHSL CORP NEWDFND | COM | 199.49K | SH | $188.68M 0.98% | 0.00 | 187.90K | 11.59K |
AMERICAN EXPRESS CODFND | COM | 699.02K | SH | $188.07M 0.98% | 0.00 | 693.64K | 5.39K |
AMAZON COM INCDFND | COM | 980.57K | SH | $186.56M 0.97% | 0.00 | 969.58K | 11K |
APPLIED MATLS INCDFND | COM | 1.27M | SH | $184.62M 0.96% | 0.00 | 1.23M | 44.66K |
MARSH & MCLENNAN COS INCDFND | COM | 720.83K | SH | $175.91M 0.91% | 0.00 | 697.10K | 23.73K |
PACCAR INCOTR | COM | 1.80M | SH | $174.81M 0.91% | 0.00 | 1.71M | 85.42K |
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