Epoch Investment Partners, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 17,598,527
- Description
- New York New York based derivatives focused trading platform with a corporate governance structure and a cycle aware and portfolio focused investment mandate. The approach emphasizes fundamental research depth, derivatives risk framing and exposure limits, and model based security selection for liquidity sensitive mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through governance continuity discipline and portfolio discipline.
- Founded
- 2004
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 247 | 17,598,527 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2025 | 11/13/2025 | 274 | 18,201,653 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2025 | 8/13/2025 | 277 | 19,329,915 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2025 | 5/14/2025 | 278 | 19,282,294 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2024 | 2/13/2025 | 281 | 20,637,175 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2024 | 11/13/2024 | 369 | 22,327,400 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2024 | 8/13/2024 | 383 | 21,900,131 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2024 | 5/14/2024 | 408 | 22,495,105 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2023 | 2/13/2024 | 411 | 21,963,937 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2023 | 11/13/2023 | 420 | 15,683,122 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2023 | 8/11/2023 | 440 | 17,277,982 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2023 | 5/12/2023 | 436 | 16,802,732 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2022 | 2/13/2023 | 418 | 16,772,293 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2022 | 11/14/2022 | 429 | 15,324,969 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2022 | 8/15/2022 | 434 | 17,072,025 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2022 | 5/13/2022 | 439 | 20,414,381 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2021 | 2/11/2022 | 344 | 19,692,287 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2021 | 11/12/2021 | 348 | 18,013,704 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2021 | 8/13/2021 | 341 | 18,623,504 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2021 | 5/17/2021 | 324 | 21,379,762 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2020 | 2/12/2021 | 325 | 21,767,748 | 13F-HR | Epoch Investment Partners, Inc. |
| Q3 2020 | 11/13/2020 | 297 | 20,067,636 | 13F-HR | Epoch Investment Partners, Inc. |
| Q2 2020 | 8/13/2020 | 285 | 19,380,027 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2020 | 5/14/2020 | 269 | 16,497,556 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2019 | 2/13/2020 | 289 | 23,153,157 | 13F-HR | Epoch Investment Partners, Inc. |
| Q1 2014 | 5/14/2014 | 275 | 24,854,751 | 13F-HR | Epoch Investment Partners, Inc. |
| Q4 2013 | 2/13/2014 | 255 | 23,671,918 | 13F-HR | Epoch Investment Partners, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.6 M | 100.0% | 0 | 605.3 K | -605.3 K |
| ETFs | 2.194 K | 0.0% | 2.194 K | 0 | 2.194 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
17,598,527
Holdings
247
QoQ value change ($000)
-603,126
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.