Epoch Investment Partners, Inc.

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
274
Total value ($000)
$18,201,653
Net value change ($000)
-1,128,262 (-5.8%)
New positions
18
Sold out positions
21
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 117,441 48.3%
AAPL 107,030 62.7%
ABBV 94,410 37.4%
VNOM 64,675 NEW
WST 58,914 74.5%
TTC 49,540 2031.2%
EME 49,489 36.8%
GOOGL 48,876 31.0%
APP 48,434 97.1%
EOG 43,160 NEW
Top Reduces (Value $000, Stocks/ETFs)
UNP -177,433 -81.8%
PAYX -149,825 -63.0%
CRM -131,253 -63.3%
META -127,682 -23.2%
VNOM Sub, Inc. -102,476 -100.0%
ADBE -102,102 -100.0%
AMZN -101,862 -39.1%
JPM -91,350 -22.9%
KVUE -90,171 -100.0%
MKL -80,904 -35.4%
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