Epoch Investment Partners, Inc.

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$16,786,666
Net value change ($000)
-791,716 (-4.5%)
New positions
12
Sold out positions
4
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: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 137,620 40.7%
NEM 78,534 NEW
JNJ 72,710 54.6%
NVDA 65,896 13.1%
EQH 61,313 NEW
STX 59,651 NEW
ACN 58,928 43.7%
CUBE 54,288 269.6%
OLED 52,237 NEW
AAPL 49,626 10.9%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -147,283 -44.3%
KLAC -119,274 -39.9%
LRCX -92,658 -36.1%
AGX -72,924 -50.5%
QCOM -61,569 -55.0%
HCA -60,546 -57.8%
OKE -47,827 -100.0%
YUM -46,781 -34.6%
O -44,439 -100.0%
MKL -43,499 -100.0%
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