Epoch Investment Partners, Inc.

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
247
Total value ($000)
$17,598,527
Net value change ($000)
-603,126 (-3.3%)
New positions
13
Sold out positions
40
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ACN 98,714 113.5%
CMG 80,770 303.7%
REGN 71,440 49.0%
ODFL 68,402 137.3%
AAPL 58,210 21.0%
BKNG 52,263 38.9%
CSCO 44,696 32.3%
NVDA 39,431 10.9%
OKE 37,594 NEW
GOOGL 37,260 18.0%
Top Reduces (Value $000, Stocks/ETFs)
EA -99,576 -100.0%
LRCX -98,196 -42.6%
KLAC -79,243 -33.2%
META -71,552 -16.9%
GNTX -68,365 -66.5%
MSFT -68,353 -14.6%
ANET -58,236 -31.6%
LYB -57,431 -100.0%
AVGO -55,018 -12.6%
MEDP -48,366 -74.8%
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