Filed: 8/13/2025ACC: 0001172661-25-003170
📋 What this filing means
EPOCH INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 277 equity positions with a total reported market value of $19.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$19.33B
Total AUM (reported)
167.49M
Total Shares
Allocation by class
COM$14.97B77.4%
CL A$1.42B7.3%
COM NEW$690.00M3.6%
SHS$513.09M2.7%
COM CL A$241.23M1.2%
COM SHS$191.81M1.0%
CL B NEW$166.81M0.9%
Portfolio Concentration
Top 3$1.53B7.9%
4–10$1.88B9.7%
11–25$3.12B16.1%
Rest$12.80B66.2%
Top 3 weight
7.9%
Top 10 weight
17.6%
Voting Authority Distribution
Total shares with voting rights: 167.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
162.57M
shares
% of voting shares97.1%
None
No voting authority
4.92M
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole0
Shared0
Other277
Dominant voting typeShared · 97.1% of voting shares
Institutional Holdings277
Rows:
META PLATFORMS INC
DFNDShares747.18K
TypeSH
Market value$551.48M
2.85%
Sole
0.00
Shared
722.45K
None
24.73K
MICROSOFT CORP
OTRShares1.09M
TypeSH
Market value$540.02M
2.79%
Sole
0.00
Shared
1.06M
None
27.82K
BROADCOM INC
OTRShares1.59M
TypeSH
Market value$439.48M
2.27%
Sole
0.00
Shared
1.54M
None
53.79K
JPMORGAN CHASE & CO.
DFNDShares1.38M
TypeSH
Market value$399.76M
2.07%
Sole
0.00
Shared
1.37M
None
6.87K
AMAZON COM INC
DFNDShares1.19M
TypeSH
Market value$260.48M
1.35%
Sole
0.00
Shared
1.18M
None
11.49K
ABBVIE INC
DFNDShares1.36M
TypeSH
Market value$252.17M
1.30%
Sole
0.00
Shared
1.32M
None
38.24K
UBER TECHNOLOGIES INC
DFNDShares2.63M
TypeSH
Market value$244.93M
1.27%
Sole
0.00
Shared
2.56M
None
62.23K
NVIDIA CORPORATION
OTRShares1.54M
TypeSH
Market value$243.40M
1.26%
Sole
0.00
Shared
1.45M
None
90.88K
APPLIED MATLS INC
DFNDShares1.30M
TypeSH
Market value$238.16M
1.23%
Sole
0.00
Shared
1.26M
None
43.33K
PAYCHEX INC
DFNDShares1.64M
TypeSH
Market value$237.97M
1.23%
Sole
0.00
Shared
1.56M
None
80.70K
HCA HEALTHCARE INC
DFNDShares621.05K
TypeSH
Market value$237.92M
1.23%
Sole
0.00
Shared
607.39K
None
13.65K
MARKEL GROUP INC
OTRShares114.26K
TypeSH
Market value$228.22M
1.18%
Sole
0.00
Shared
114.16K
None
99.00
KLA CORP
DFNDShares246.74K
TypeSH
Market value$221.02M
1.14%
Sole
0.00
Shared
238.09K
None
8.65K
AMERICAN EXPRESS CO
DFNDShares685.13K
TypeSH
Market value$218.54M
1.13%
Sole
0.00
Shared
680.79K
None
4.34K
LPL FINL HLDGS INC
OTRShares579.62K
TypeSH
Market value$217.34M
1.12%
Sole
0.00
Shared
544.65K
None
34.97K
UNION PAC CORP
DFNDShares942.53K
TypeSH
Market value$216.86M
1.12%
Sole
0.00
Shared
916.70K
None
25.83K
AMERIPRISE FINL INC
DFNDShares397.44K
TypeSH
Market value$212.12M
1.10%
Sole
0.00
Shared
374.04K
None
23.39K
SALESFORCE INC
DFNDShares760.60K
TypeSH
Market value$207.41M
1.07%
Sole
0.00
Shared
756.99K
None
3.61K
MONSTER BEVERAGE CORP NEW
OTRShares3.22M
TypeSH
Market value$201.44M
1.04%
Sole
0.00
Shared
3.02M
None
197.56K
LAM RESEARCH CORP
DFNDShares2.06M
TypeSH
Market value$200.20M
1.04%
Sole
0.00
Shared
1.94M
None
121.39K
ZOETIS INC
OTRShares1.24M
TypeSH
Market value$194.01M
1.00%
Sole
0.00
Shared
1.17M
None
72.89K
NETAPP INC
OTRShares1.81M
TypeSH
Market value$192.94M
1.00%
Sole
0.00
Shared
1.75M
None
64.35K
ARISTA NETWORKS INC
OTRShares1.87M
TypeSH
Market value$191.81M
0.99%
Sole
0.00
Shared
1.77M
None
109.52K
QUALCOMM INC
DFNDShares1.19M
TypeSH
Market value$189.59M
0.98%
Sole
0.00
Shared
1.12M
None
71.08K
COSTCO WHSL CORP NEW
OTRShares190.09K
TypeSH
Market value$188.18M
0.97%
Sole
0.00
Shared
179.31K
None
10.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 747.18K | SH | $551.48M 2.85% | 0.00 | 722.45K | 24.73K |
MICROSOFT CORPOTR | COM | 1.09M | SH | $540.02M 2.79% | 0.00 | 1.06M | 27.82K |
BROADCOM INCOTR | COM | 1.59M | SH | $439.48M 2.27% | 0.00 | 1.54M | 53.79K |
JPMORGAN CHASE & CO.DFND | COM | 1.38M | SH | $399.76M 2.07% | 0.00 | 1.37M | 6.87K |
AMAZON COM INCDFND | COM | 1.19M | SH | $260.48M 1.35% | 0.00 | 1.18M | 11.49K |
ABBVIE INCDFND | COM | 1.36M | SH | $252.17M 1.30% | 0.00 | 1.32M | 38.24K |
UBER TECHNOLOGIES INCDFND | COM | 2.63M | SH | $244.93M 1.27% | 0.00 | 2.56M | 62.23K |
NVIDIA CORPORATIONOTR | COM | 1.54M | SH | $243.40M 1.26% | 0.00 | 1.45M | 90.88K |
APPLIED MATLS INCDFND | COM | 1.30M | SH | $238.16M 1.23% | 0.00 | 1.26M | 43.33K |
PAYCHEX INCDFND | COM | 1.64M | SH | $237.97M 1.23% | 0.00 | 1.56M | 80.70K |
HCA HEALTHCARE INCDFND | COM | 621.05K | SH | $237.92M 1.23% | 0.00 | 607.39K | 13.65K |
MARKEL GROUP INCOTR | COM | 114.26K | SH | $228.22M 1.18% | 0.00 | 114.16K | 99.00 |
KLA CORPDFND | COM NEW | 246.74K | SH | $221.02M 1.14% | 0.00 | 238.09K | 8.65K |
AMERICAN EXPRESS CODFND | COM | 685.13K | SH | $218.54M 1.13% | 0.00 | 680.79K | 4.34K |
LPL FINL HLDGS INCOTR | COM | 579.62K | SH | $217.34M 1.12% | 0.00 | 544.65K | 34.97K |
UNION PAC CORPDFND | COM | 942.53K | SH | $216.86M 1.12% | 0.00 | 916.70K | 25.83K |
AMERIPRISE FINL INCDFND | COM | 397.44K | SH | $212.12M 1.10% | 0.00 | 374.04K | 23.39K |
SALESFORCE INCDFND | COM | 760.60K | SH | $207.41M 1.07% | 0.00 | 756.99K | 3.61K |
MONSTER BEVERAGE CORP NEWOTR | COM | 3.22M | SH | $201.44M 1.04% | 0.00 | 3.02M | 197.56K |
LAM RESEARCH CORPDFND | COM NEW | 2.06M | SH | $200.20M 1.04% | 0.00 | 1.94M | 121.39K |
ZOETIS INCOTR | CL A | 1.24M | SH | $194.01M 1.00% | 0.00 | 1.17M | 72.89K |
NETAPP INCOTR | COM | 1.81M | SH | $192.94M 1.00% | 0.00 | 1.75M | 64.35K |
ARISTA NETWORKS INCOTR | COM SHS | 1.87M | SH | $191.81M 0.99% | 0.00 | 1.77M | 109.52K |
QUALCOMM INCDFND | COM | 1.19M | SH | $189.59M 0.98% | 0.00 | 1.12M | 71.08K |
COSTCO WHSL CORP NEWOTR | COM | 190.09K | SH | $188.18M 0.97% | 0.00 | 179.31K | 10.78K |
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