Epoch Investment Partners, Inc.

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
277
Total value ($000)
$19,329,915
Net value change ($000)
+47,621 (0.2%)
New positions
19
Sold out positions
20
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2025 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 164,823 60.0%
UBER 135,097 123.0%
MSFT 104,451 24.0%
TPL 92,167 NEW
META 89,292 19.3%
ABBV 82,665 48.8%
GILD 82,267 638.2%
FN 76,951 100.1%
AMZN 73,916 39.6%
ANET 68,875 56.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -284,945 -89.3%
SBUX -111,898 -75.1%
V -81,677 -30.8%
AAPL -66,244 -27.9%
GEHC -65,287 -100.0%
DVA -61,200 -98.1%
GOOGL -60,133 -48.2%
SB -57,251 -100.0%
AZN -54,287 -37.0%
YUM -48,689 -21.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type