Epoch Investment Partners, Inc.

13F filer · CIK 0001305841

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$17.6BU.S. long equity reported on 13F

Positions2209 new · 23 closed

Net flow last quarter-$1.07BBuys minus sells

Top 10 positions weight19.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026220 positions
NVDANvidia Corp	$504M	2.87%	0.01%	+18.9%	Q1 2019
AAPLApple Inc.	$456M	2.59%	0.01%	+28.0%	Q2 2013
AVGOBroadcom Inc.	$351M	2.00%	0.02%	-8.8%	Q1 2018
ABBVAbbVie Inc.	$346M	1.97%	0.08%	-8.6%	Q2 2013
MSFTMicrosoft Corp	$338M	1.92%	0.01%	+15.0%	Q2 2013
AMATApplied Materials Inc	$333M	1.89%	0.06%	-30.3%	Q2 2013
KLACKla Corp	$299M	1.70%	0.08%	-10.1%	Q2 2013
LRCXLam Research Corp	$257M	1.46%	0.05%	-6.3%	Q1 2017
CSCOCisco Systems, Inc.	$255M	1.45%	0.06%	-18.0%	Q2 2013
DELLDell Technologies Inc.	$229M	1.30%	0.08%	-44.9%	Q1 2023
GOOGLAlphabet Inc.	$228M	1.30%	0.01%	-11.7%	Q4 2015
NTAPNetApp, Inc.	$228M	1.29%	0.75%	-15.7%	Q1 2022
JPMJPMorgan Chase & Co	$222M	1.26%	0.03%	-15.2%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$218M	1.24%	0.00%	-7.6%	Q2 2013
CVSCVS HEALTH Corp	$206M	1.17%	0.16%	-2.3%	Q2 2013
WSTWest Pharmaceutical Services Inc	$202M	1.15%	0.80%	+3.2%	Q3 2020
EMEEMCOR Group, Inc.	$199M	1.13%	0.54%	-8.8%	Q2 2021
MNSTMonster Beverage Corp	$197M	1.12%	0.21%	-3.9%	Q4 2015
METAMeta Platforms, Inc.	$194M	1.10%	Not reported	-20.4%	Q3 2016
HPEHewlett Packard Enterprise Co	$186M	1.06%	0.31%	-24.5%	Q4 2023
TXNTexas Instruments Inc	$173M	0.99%	0.06%	+10.7%	Q2 2013
VVisa Inc.	$153M	0.87%	0.02%	+14.7%	Q2 2013
ADIAnalog Devices Inc	$153M	0.87%	0.08%	-2.8%	Q4 2015
FNFabrinet	$152M	0.87%	0.76%	-16.0%	Q3 2023
MTDMettler Toledo International Inc/	$147M	0.84%	0.57%	+23.3%	Q2 2018
IBMInternational Business Machines Corp	$147M	0.84%	0.06%	+4.9%	Q1 2019
AGXArgan Inc	$144M	0.82%	1.29%	-10.8%	Q3 2025
LLYELI LILLY & Co	$144M	0.82%	0.01%	-2.5%	Q1 2020
MEDPMedpace Holdings, Inc.	$141M	0.80%	0.96%	+89.1%	Q1 2021
MAMastercard Inc	$137M	0.78%	0.02%	-3.8%	Q2 2013
YUMYum Brands Inc	$135M	0.77%	0.31%	-3.0%	Q2 2013
ACNAccenture plc	$135M	0.77%	0.17%	+20.2%	Q4 2015
MRKMerck & Co., Inc.	$135M	0.77%	0.04%	+49.8%	Q2 2013
JNJJohnson & Johnson	$133M	0.76%	0.02%	+86.9%	Q2 2013
UBERUber Technologies, Inc	$130M	0.74%	0.09%	-20.7%	Q3 2022
ANETArista Networks, Inc.	$128M	0.73%	0.06%	-6.8%	Q2 2018
FASTFastenal Co	$127M	0.72%	0.23%	-13.5%	Q4 2019
LPLALPL Financial Holdings Inc.	$126M	0.72%	0.56%	+9.6%	Q3 2020
AMZNAmazon Com Inc	$125M	0.71%	0.00%	-12.1%	Q1 2017
CHEChemed Corp	$124M	0.71%	2.05%	+6.9%	Q1 2019
TPLTexas Pacific Land Corp	$122M	0.69%	0.40%	-16.0%	Q3 2019
DECKDeckers Outdoor Corp	$121M	0.69%	0.89%	+0.8%	Q4 2020
MCHPMicrochip Technology Inc	$120M	0.68%	0.24%	-0.8%	Q2 2013
COSTCostco Wholesale Corp	$119M	0.68%	0.03%	-3.4%	Q4 2015
AEPAmerican Electric Power Co Inc	$118M	0.67%	0.16%	-4.3%	Q2 2017
TJXTJX Companies Inc	$117M	0.67%	0.07%	-3.0%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$117M	0.66%	0.20%	-21.7%	Q1 2024
AMPAmeriprise Financial Inc	$116M	0.66%	0.28%	-4.0%	Q2 2013
JKHYJack Henry & Associates Inc	$114M	0.65%	1.17%	+21.7%	Q4 2015
PCARPaccar Inc	$114M	0.65%	0.18%	-9.4%	Q4 2019

Q1 2026Reported May 14, 2026233 positions
NVDANvidia Corp	$370M	2.24%	0.01%	-1.2%	Q1 2019
ABBVAbbVie Inc.	$328M	1.98%	0.09%	+11.2%	Q2 2013
AVGOBroadcom Inc.	$316M	1.91%	0.02%	-7.2%	Q1 2018
AAPLApple Inc.	$313M	1.89%	0.01%	-0.3%	Q2 2013
MSFTMicrosoft Corp	$292M	1.77%	0.01%	-4.7%	Q2 2013
METAMeta Platforms, Inc.	$248M	1.50%	Not reported	-18.9%	Q3 2016
JPMJPMorgan Chase & Co	$235M	1.43%	0.03%	-11.2%	Q4 2016
AMATApplied Materials Inc	$225M	1.37%	0.08%	-24.8%	Q2 2013
GOOGLAlphabet Inc.	$208M	1.26%	0.01%	-7.1%	Q4 2015
CSCOCisco Systems, Inc.	$205M	1.24%	0.07%	+11.4%	Q2 2013
HCAHCA Healthcare, Inc.	$195M	1.18%	0.19%	-12.7%	Q2 2023
EMEEMCOR Group, Inc.	$194M	1.17%	0.59%	-6.4%	Q2 2021
REGNRegeneron Pharmaceuticals, Inc.	$184M	1.12%	0.25%	-15.2%	Q1 2024
ACNAccenture plc	$179M	1.08%	0.14%	+30.4%	Q4 2015
NTAPNetApp, Inc.	$179M	1.08%	0.88%	+6.5%	Q1 2022
FNFabrinet	$168M	1.02%	0.90%	-14.0%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$167M	1.01%	0.00%	+0.2%	Q2 2013
UBERUber Technologies, Inc	$163M	0.99%	0.11%	-11.6%	Q3 2022
KLACKla Corp	$162M	0.98%	0.08%	-16.0%	Q2 2013
DELLDell Technologies Inc.	$158M	0.96%	0.15%	-1.2%	Q1 2023
TPLTexas Pacific Land Corp	$157M	0.95%	0.48%	-13.2%	Q3 2019
MNSTMonster Beverage Corp	$154M	0.93%	0.22%	-13.3%	Q4 2015
CVSCVS HEALTH Corp	$146M	0.89%	0.16%	-2.7%	Q2 2013
FASTFastenal Co	$142M	0.86%	0.27%	-11.8%	Q4 2019
MAMastercard Inc	$139M	0.84%	0.02%	+0.6%	Q2 2013
WSTWest Pharmaceutical Services Inc	$137M	0.83%	0.77%	+7.9%	Q3 2020
YUMYum Brands Inc	$135M	0.82%	0.32%	-14.0%	Q2 2013
LRCXLam Research Corp	$135M	0.82%	0.05%	-18.1%	Q1 2017
MGYMagnolia Oil & Gas Corp	$135M	0.82%	Not reported	-19.8%	Q4 2018
BKNGBooking Holdings Inc.	$131M	0.80%	0.10%	-10.3%	Q2 2018
COSTCostco Wholesale Corp	$131M	0.79%	0.03%	-14.3%	Q4 2015
HPEHewlett Packard Enterprise Co	$130M	0.79%	0.41%	-0.5%	Q4 2023
ZTSZoetis Inc.	$128M	0.77%	0.26%	-4.7%	Q2 2014
TJXTJX Companies Inc	$127M	0.77%	0.07%	-11.6%	Q2 2013
ADIAnalog Devices Inc	$126M	0.77%	0.08%	-2.0%	Q4 2015
AMZNAmazon Com Inc	$124M	0.75%	0.01%	-4.4%	Q1 2017
LPLALPL Financial Holdings Inc.	$123M	0.74%	0.51%	-11.7%	Q3 2020
PCARPaccar Inc	$121M	0.73%	0.20%	-16.4%	Q4 2019
IBMInternational Business Machines Corp	$121M	0.73%	0.05%	-0.3%	Q1 2019
DECKDeckers Outdoor Corp	$120M	0.73%	0.86%	-15.3%	Q4 2020
TAt&T Inc.	$119M	0.72%	0.06%	+6.0%	Q2 2013
AEPAmerican Electric Power Co Inc	$118M	0.71%	0.17%	-0.2%	Q2 2017
VVisa Inc.	$118M	0.71%	0.02%	+3.3%	Q2 2013
MTDMettler Toledo International Inc/	$118M	0.71%	0.46%	-13.8%	Q2 2018
CVXChevron Corp	$118M	0.71%	0.03%	-2.3%	Q2 2013
AMPAmeriprise Financial Inc	$117M	0.71%	0.29%	-11.5%	Q2 2013
CPRTCopart Inc	$113M	0.68%	0.35%	+1.5%	Q1 2019
ODFLOld Dominion Freight Line, Inc.	$113M	0.68%	0.28%	-23.3%	Q4 2020
LLYELI LILLY & Co	$113M	0.68%	0.01%	-12.5%	Q1 2020
ULTAUlta Beauty, Inc.	$112M	0.68%	0.49%	-26.8%	Q1 2018

Q4 2025Reported Feb 13, 2026246 positions
NVDANvidia Corp	$400M	2.27%	0.01%	+11.0%	Q1 2019
MSFTMicrosoft Corp	$400M	2.27%	0.01%	-8.5%	Q2 2013
AVGOBroadcom Inc.	$380M	2.16%	0.02%	-16.7%	Q1 2018
METAMeta Platforms, Inc.	$352M	2.00%	Not reported	-7.5%	Q3 2016
AAPLApple Inc.	$336M	1.91%	0.01%	+13.3%	Q2 2013
ABBVAbbVie Inc.	$309M	1.76%	0.08%	-9.5%	Q2 2013
JPMJPMorgan Chase & Co	$290M	1.65%	0.03%	-7.8%	Q4 2016
GOOGLAlphabet Inc.	$244M	1.39%	0.01%	-8.3%	Q4 2015
AMATApplied Materials Inc	$225M	1.28%	0.11%	-28.9%	Q2 2013
HCAHCA Healthcare, Inc.	$221M	1.25%	0.21%	-6.5%	Q2 2023
REGNRegeneron Pharmaceuticals, Inc.	$217M	1.23%	0.30%	+8.6%	Q1 2024
UBERUber Technologies, Inc	$209M	1.19%	0.12%	+1.4%	Q3 2022
MNSTMonster Beverage Corp	$188M	1.07%	0.25%	-17.9%	Q4 2015
BKNGBooking Holdings Inc.	$186M	1.06%	0.11%	+40.1%	Q2 2018
ACNAccenture plc	$186M	1.06%	0.11%	+96.2%	Q4 2015
CSCOCisco Systems, Inc.	$183M	1.04%	0.06%	+17.6%	Q2 2013
AXPAmerican Express Co	$182M	1.03%	0.07%	-8.3%	Q2 2013
ULTAUlta Beauty, Inc.	$177M	1.00%	0.66%	-4.6%	Q1 2018
QCOMQualcomm Inc	$176M	1.00%	0.10%	-11.5%	Q4 2013
NTAPNetApp, Inc.	$175M	1.00%	0.83%	-4.2%	Q1 2022
EMEEMCOR Group, Inc.	$172M	0.98%	0.63%	-0.8%	Q2 2021
FNFabrinet	$171M	0.97%	1.05%	-4.2%	Q3 2023
CVSCVS HEALTH Corp	$166M	0.94%	0.16%	-7.1%	Q2 2013
LPLALPL Financial Holdings Inc.	$165M	0.94%	0.58%	-4.2%	Q3 2020
KLACKla Corp	$159M	0.91%	0.10%	-40.7%	Q2 2013
MAMastercard Inc	$158M	0.90%	0.02%	-7.1%	Q2 2013
YUMYum Brands Inc	$153M	0.87%	0.36%	-6.4%	Q2 2013
MKLMarkel Group Inc.	$151M	0.86%	0.56%	-8.6%	Q1 2016
LLYELI LILLY & Co	$151M	0.86%	0.01%	-19.5%	Q1 2020
MTDMettler Toledo International Inc/	$151M	0.86%	0.49%	-7.5%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$150M	0.85%	0.00%	-9.5%	Q2 2013
IBMInternational Business Machines Corp	$148M	0.84%	0.05%	+0.6%	Q1 2019
DECKDeckers Outdoor Corp	$147M	0.84%	1.00%	+12.1%	Q4 2020
AMPAmeriprise Financial Inc	$146M	0.83%	0.32%	-8.4%	Q2 2013
AMZNAmazon Com Inc	$144M	0.82%	0.01%	-13.5%	Q1 2017
ZTSZoetis Inc.	$143M	0.81%	0.27%	-2.9%	Q2 2014
WSTWest Pharmaceutical Services Inc	$139M	0.79%	0.70%	-3.9%	Q3 2020
FASTFastenal Co	$139M	0.79%	0.30%	-3.3%	Q4 2019
TJXTJX Companies Inc	$139M	0.79%	0.08%	-5.0%	Q2 2013
CHEChemed Corp	$138M	0.78%	2.28%	+4.9%	Q1 2019
PCARPaccar Inc	$137M	0.78%	0.24%	-7.4%	Q4 2019
MRSHMarsh & Mclennan Companies, Inc.	$133M	0.76%	0.15%	+5.4%	Q2 2013
IDXXIdexx Laboratories Inc	$132M	0.75%	0.25%	-15.6%	Q4 2017
VVisa Inc.	$132M	0.75%	0.02%	-10.2%	Q2 2013
COSTCostco Wholesale Corp	$132M	0.75%	0.03%	-11.6%	Q4 2015
LRCXLam Research Corp	$132M	0.75%	0.06%	-55.1%	Q1 2017
HPEHewlett Packard Enterprise Co	$132M	0.75%	0.41%	+7.1%	Q4 2023
CPRTCopart Inc	$131M	0.75%	0.35%	+5.5%	Q1 2019
EXPDExpeditors International of Washington Inc	$131M	0.74%	0.66%	-14.7%	Q4 2015
ANETArista Networks, Inc.	$126M	0.72%	0.08%	-24.0%	Q2 2018

Q3 2025Reported Nov 13, 2025272 positions
MSFTMicrosoft Corp	$468M	2.57%	0.01%	-16.7%	Q2 2013
AVGOBroadcom Inc.	$435M	2.39%	0.03%	-17.3%	Q1 2018
METAMeta Platforms, Inc.	$424M	2.33%	Not reported	-22.8%	Q3 2016
NVDANvidia Corp	$361M	1.98%	0.01%	+25.5%	Q1 2019
ABBVAbbVie Inc.	$347M	1.90%	0.08%	+10.2%	Q2 2013
JPMJPMorgan Chase & Co	$308M	1.69%	0.04%	-29.1%	Q4 2016
AAPLApple Inc.	$278M	1.53%	0.01%	+31.1%	Q2 2013
AMATApplied Materials Inc	$253M	1.39%	0.15%	-5.2%	Q2 2013
UBERUber Technologies, Inc	$248M	1.36%	0.12%	-3.7%	Q3 2022
KLACKla Corp	$239M	1.31%	0.17%	-10.3%	Q2 2013
LRCXLam Research Corp	$230M	1.27%	0.14%	-16.3%	Q1 2017
HCAHCA Healthcare, Inc.	$215M	1.18%	0.22%	-18.6%	Q2 2023
GOOGLAlphabet Inc.	$207M	1.13%	0.01%	-5.0%	Q4 2015
NTAPNetApp, Inc.	$202M	1.11%	0.86%	-5.6%	Q1 2022
MNSTMonster Beverage Corp	$201M	1.11%	0.31%	-6.9%	Q4 2015
QCOMQualcomm Inc	$194M	1.06%	0.11%	-2.2%	Q4 2013
ANETArista Networks, Inc.	$184M	1.01%	0.10%	-32.6%	Q2 2018
EMEEMCOR Group, Inc.	$184M	1.01%	0.63%	+12.7%	Q2 2021
AXPAmerican Express Co	$178M	0.98%	0.08%	-21.9%	Q2 2013
FASTFastenal Co	$176M	0.97%	0.31%	-11.1%	Q4 2019
ZTSZoetis Inc.	$171M	0.94%	0.26%	-6.2%	Q2 2014
CVSCVS HEALTH Corp	$170M	0.93%	0.18%	-0.2%	Q2 2013
MAMastercard Inc	$169M	0.93%	0.02%	-8.4%	Q2 2013
ULTAUlta Beauty, Inc.	$167M	0.92%	0.68%	-14.3%	Q1 2018
YUMYum Brands Inc	$164M	0.90%	0.39%	-8.2%	Q2 2013
COSTCostco Wholesale Corp	$161M	0.88%	0.04%	-8.7%	Q4 2015
LPLALPL Financial Holdings Inc.	$161M	0.88%	0.60%	-16.7%	Q3 2020
AMPAmeriprise Financial Inc	$160M	0.88%	0.34%	-18.2%	Q2 2013
AMZNAmazon Com Inc	$159M	0.87%	0.01%	-39.2%	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$152M	0.84%	0.00%	-16.6%	Q2 2013
IDXXIdexx Laboratories Inc	$148M	0.81%	0.29%	-7.5%	Q4 2017
MKLMarkel Group Inc.	$147M	0.81%	0.61%	-32.6%	Q1 2016
REGNRegeneron Pharmaceuticals, Inc.	$146M	0.80%	0.27%	+27.6%	Q1 2024
MTDMettler Toledo International Inc/	$144M	0.79%	0.57%	-1.3%	Q2 2018
VVisa Inc.	$143M	0.79%	0.02%	-18.9%	Q2 2013
CPRTCopart Inc	$143M	0.79%	0.33%	+15.2%	Q1 2019
FNFabrinet	$143M	0.78%	1.09%	-25.0%	Q3 2023
IBMInternational Business Machines Corp	$140M	0.77%	0.05%	-0.3%	Q1 2019
CSCOCisco Systems, Inc.	$138M	0.76%	0.05%	-2.7%	Q2 2013
WSTWest Pharmaceutical Services Inc	$138M	0.76%	0.73%	+45.6%	Q3 2020
CHEChemed Corp	$138M	0.76%	2.17%	+29.4%	Q1 2019
TJXTJX Companies Inc	$137M	0.75%	0.09%	-3.3%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$137M	0.75%	0.14%	+7.9%	Q2 2013
BKNGBooking Holdings Inc.	$134M	0.74%	0.08%	-22.6%	Q2 2018
DELLDell Technologies Inc.	$134M	0.73%	0.14%	+2.4%	Q1 2023
PCARPaccar Inc	$133M	0.73%	0.26%	-10.9%	Q4 2019
LLYELI LILLY & Co	$133M	0.73%	0.02%	-0.6%	Q1 2020
BRK.BBerkshire Hathaway Inc	$132M	0.72%	Not reported	-23.7%	Q3 2021
ORLYO Reilly Automotive Inc	$129M	0.71%	0.14%	-3.8%	Q4 2020
DECKDeckers Outdoor Corp	$129M	0.71%	0.87%	+10.2%	Q4 2020

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