Filed: 11/13/2025ACC: 0001172661-25-004773
📋 What this filing means
EPOCH INVESTMENT PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $18.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$18.20B
Total AUM (reported)
151.75M
Total Shares
Allocation by class
COM$14.04B77.2%
CL A$1.24B6.8%
COM NEW$696.69M3.8%
SHS$470.62M2.6%
COM CL A$254.02M1.4%
CAP STK CL A$206.51M1.1%
COM SHS$184.18M1.0%
Portfolio Concentration
Top 3$1.33B7.3%
4–10$2.03B11.2%
11–25$2.81B15.5%
Rest$12.03B66.1%
Top 3 weight
7.3%
Top 10 weight
18.5%
Voting Authority Distribution
Total shares with voting rights: 151.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
146.86M
shares
% of voting shares96.8%
None
No voting authority
4.89M
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole0
Shared0
Other274
Dominant voting typeShared · 96.8% of voting shares
Institutional Holdings274
Rows:
MICROSOFT CORP
DFNDShares904.38K
TypeSH
Market value$468.42M
2.57%
Sole
0.00
Shared
876.56K
None
27.82K
BROADCOM INC
DFNDShares1.32M
TypeSH
Market value$435.17M
2.39%
Sole
0.00
Shared
1.27M
None
50.63K
META PLATFORMS INC
DFNDShares577.09K
TypeSH
Market value$423.80M
2.33%
Sole
0.00
Shared
554.79K
None
22.30K
NVIDIA CORPORATION
DFNDShares1.93M
TypeSH
Market value$360.84M
1.98%
Sole
0.00
Shared
1.82M
None
114.57K
ABBVIE INC
DFNDShares1.50M
TypeSH
Market value$346.59M
1.90%
Sole
0.00
Shared
1.46M
None
41.81K
JPMORGAN CHASE & CO.
DFNDShares977.75K
TypeSH
Market value$308.41M
1.69%
Sole
0.00
Shared
972.27K
None
5.48K
APPLE INC
DFNDShares1.09M
TypeSH
Market value$277.80M
1.53%
Sole
0.00
Shared
1.04M
None
50.48K
APPLIED MATLS INC
OTRShares1.23M
TypeSH
Market value$252.55M
1.39%
Sole
0.00
Shared
1.19M
None
43.23K
UBER TECHNOLOGIES INC
DFNDShares2.53M
TypeSH
Market value$247.61M
1.36%
Sole
0.00
Shared
2.45M
None
81.58K
KLA CORP
DFNDShares221.33K
TypeSH
Market value$238.73M
1.31%
Sole
0.00
Shared
212.74K
None
8.59K
LAM RESEARCH CORP
OTRShares1.72M
TypeSH
Market value$230.46M
1.27%
Sole
0.00
Shared
1.60M
None
118.56K
HCA HEALTHCARE INC
DFNDShares505.54K
TypeSH
Market value$215.46M
1.18%
Sole
0.00
Shared
491.68K
None
13.86K
ALPHABET INC
DFNDShares849.49K
TypeSH
Market value$206.51M
1.13%
Sole
0.00
Shared
805.88K
None
43.61K
NETAPP INC
DFNDShares1.71M
TypeSH
Market value$202.47M
1.11%
Sole
0.00
Shared
1.65M
None
64.13K
MONSTER BEVERAGE CORP NEW
DFNDShares2.99M
TypeSH
Market value$201.48M
1.11%
Sole
0.00
Shared
2.80M
None
197.70K
QUALCOMM INC
DFNDShares1.16M
TypeSH
Market value$193.60M
1.06%
Sole
0.00
Shared
1.09M
None
71.93K
ARISTA NETWORKS INC
OTRShares1.26M
TypeSH
Market value$184.18M
1.01%
Sole
0.00
Shared
1.18M
None
85.15K
EMCOR GROUP INC
DFNDShares282.95K
TypeSH
Market value$183.79M
1.01%
Sole
0.00
Shared
262.92K
None
20.03K
AMERICAN EXPRESS CO
OTRShares535.40K
TypeSH
Market value$177.84M
0.98%
Sole
0.00
Shared
530.91K
None
4.49K
FASTENAL CO
OTRShares3.58M
TypeSH
Market value$175.76M
0.97%
Sole
0.00
Shared
3.35M
None
236.12K
ZOETIS INC
OTRShares1.17M
TypeSH
Market value$170.74M
0.94%
Sole
0.00
Shared
1.09M
None
73.55K
CVS HEALTH CORP
DFNDShares2.25M
TypeSH
Market value$169.92M
0.93%
Sole
0.00
Shared
2.25M
None
871.00
MASTERCARD INCORPORATED
OTRShares297.32K
TypeSH
Market value$169.12M
0.93%
Sole
0.00
Shared
278.90K
None
18.42K
ULTA BEAUTY INC
DFNDShares306.01K
TypeSH
Market value$167.31M
0.92%
Sole
0.00
Shared
288.01K
None
18K
YUM BRANDS INC
OTRShares1.08M
TypeSH
Market value$164.35M
0.90%
Sole
0.00
Shared
1.01M
None
70.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 904.38K | SH | $468.42M 2.57% | 0.00 | 876.56K | 27.82K |
BROADCOM INCDFND | COM | 1.32M | SH | $435.17M 2.39% | 0.00 | 1.27M | 50.63K |
META PLATFORMS INCDFND | CL A | 577.09K | SH | $423.80M 2.33% | 0.00 | 554.79K | 22.30K |
NVIDIA CORPORATIONDFND | COM | 1.93M | SH | $360.84M 1.98% | 0.00 | 1.82M | 114.57K |
ABBVIE INCDFND | COM | 1.50M | SH | $346.59M 1.90% | 0.00 | 1.46M | 41.81K |
JPMORGAN CHASE & CO.DFND | COM | 977.75K | SH | $308.41M 1.69% | 0.00 | 972.27K | 5.48K |
APPLE INCDFND | COM | 1.09M | SH | $277.80M 1.53% | 0.00 | 1.04M | 50.48K |
APPLIED MATLS INCOTR | COM | 1.23M | SH | $252.55M 1.39% | 0.00 | 1.19M | 43.23K |
UBER TECHNOLOGIES INCDFND | COM | 2.53M | SH | $247.61M 1.36% | 0.00 | 2.45M | 81.58K |
KLA CORPDFND | COM NEW | 221.33K | SH | $238.73M 1.31% | 0.00 | 212.74K | 8.59K |
LAM RESEARCH CORPOTR | COM NEW | 1.72M | SH | $230.46M 1.27% | 0.00 | 1.60M | 118.56K |
HCA HEALTHCARE INCDFND | COM | 505.54K | SH | $215.46M 1.18% | 0.00 | 491.68K | 13.86K |
ALPHABET INCDFND | CAP STK CL A | 849.49K | SH | $206.51M 1.13% | 0.00 | 805.88K | 43.61K |
NETAPP INCDFND | COM | 1.71M | SH | $202.47M 1.11% | 0.00 | 1.65M | 64.13K |
MONSTER BEVERAGE CORP NEWDFND | COM | 2.99M | SH | $201.48M 1.11% | 0.00 | 2.80M | 197.70K |
QUALCOMM INCDFND | COM | 1.16M | SH | $193.60M 1.06% | 0.00 | 1.09M | 71.93K |
ARISTA NETWORKS INCOTR | COM SHS | 1.26M | SH | $184.18M 1.01% | 0.00 | 1.18M | 85.15K |
EMCOR GROUP INCDFND | COM | 282.95K | SH | $183.79M 1.01% | 0.00 | 262.92K | 20.03K |
AMERICAN EXPRESS COOTR | COM | 535.40K | SH | $177.84M 0.98% | 0.00 | 530.91K | 4.49K |
FASTENAL COOTR | COM | 3.58M | SH | $175.76M 0.97% | 0.00 | 3.35M | 236.12K |
ZOETIS INCOTR | CL A | 1.17M | SH | $170.74M 0.94% | 0.00 | 1.09M | 73.55K |
CVS HEALTH CORPDFND | COM | 2.25M | SH | $169.92M 0.93% | 0.00 | 2.25M | 871.00 |
MASTERCARD INCORPORATEDOTR | CL A | 297.32K | SH | $169.12M 0.93% | 0.00 | 278.90K | 18.42K |
ULTA BEAUTY INCDFND | COM | 306.01K | SH | $167.31M 0.92% | 0.00 | 288.01K | 18K |
YUM BRANDS INCOTR | COM | 1.08M | SH | $164.35M 0.90% | 0.00 | 1.01M | 70.36K |
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