Epoch Investment Partners, Inc.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$16,516,033
Net value change ($000)
-1,082,494 (-6.2%)
New positions
19
Sold out positions
32
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MEDP 51,423 316.2%
SMG 50,058 NEW
AGX 49,556 81.6%
TPL 47,516 43.3%
SPOT 45,546 NEW
HRL 44,733 NEW
NNN 42,880 NEW
SOLS 41,178 NEW
CHRW 41,133 182.7%
JKHY 39,525 58.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -108,129 -27.0%
META -104,655 -29.7%
AZN -76,035 -100.0%
AXP -75,955 -41.8%
QCOM -71,416 -40.5%
EHC -65,123 -80.0%
ULTA -64,877 -36.7%
AVGO -64,609 -17.0%
EXPD -58,582 -44.7%
CMI -56,267 -70.2%
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