Epoch Investment Partners, Inc.

Q2 2025 13F-HR Detailed Holdings

Location

New York, NY

Holdings as of

6/30/2025

Date filed

8/13/2025

Form type

13F-HR

Num holdings

622

Total value ($000)

$19,329,915

Net value change ($000)

+47,621 (0.2%)

New positions

Sold out positions

Turnover %

3.0%

Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
1	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	028-06325
2	TORONTO DOMINION BANK	028-11527