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Epoch Investment Partners, Inc.

13F filer · CIK 1305841 · New York, NY

Summary
Epoch Investment Partners, Inc. reported $17.58B across 220 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are NVDA (2.9%), AAPL (2.6%), AVGO (2.0%). Versus 2026 Q1, leaving options aside, it opened 10 new positions, added to 61, trimmed 149 and sold out of 24.
Reported value$17.58B
Positions220
Report period2026 Q2
FiledAug 13, 2026
New positions10
Added61
Trimmed149
Sold out24

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 2.9%Value $504.45MPrice $227.21Shares 2.52M +18.89%Since Jun 30 +13.55%
Weight 2.6%Value $456.10MPrice $329.40Shares 1.58M +27.95%Since Jun 30 +13.84%
Weight 2.0%Value $351.14MPrice $355.10Shares 930K -8.82%Since Jun 30 -6.00%
Weight 2.0%Value $346.40MPrice $263.29Shares 1.38M -8.60%Since Jun 30 +4.63%
Weight 1.9%Value $338.27MPrice $508.96Shares 907K +14.99%Since Jun 30 +36.44%
Weight 1.9%Value $332.69MPrice $512.01Shares 460K -30.25%Since Jun 30 -29.18%
Weight 1.7%Value $298.86MPrice $196.53Shares 991K +798.62%Since Jun 30 -34.86%
Weight 1.5%Value $256.84MPrice $323.86Shares 593K -6.33%Since Jun 30 -25.26%
Weight 1.4%Value $254.66MPrice $106.94Shares 2.17M -18.03%Since Jun 30 -8.96%
Weight 1.3%Value $229.16MPrice $539.59Shares 531K -44.91%Since Jun 30 +25.06%
Weight 1.3%Value $228.42MPrice $340.92Shares 639K -11.70%Since Jun 30 -4.60%
Weight 1.3%Value $227.58MPrice $209.18Shares 1.47M -15.68%Since Jun 30 +35.16%
Weight 1.3%Value $222.33MPrice $334.98Shares 679K -15.15%Since Jun 30 +2.34%
Weight 1.2%Value $218.16MPrice $456.94Shares 457K -7.59%Since Jun 30 -4.32%
Weight 1.2%Value $206.06MPrice $87.10Shares 1.99M -2.32%Since Jun 30 -15.80%
Weight 1.1%Value $201.96MPrice $376.63Shares 563K +3.21%Since Jun 30 +4.91%
Weight 1.1%Value $198.82MPrice $762.03Shares 240K -8.84%Since Jun 30 -8.18%
Weight 1.1%Value $196.87MPrice $41.74Shares 2.05M -3.86%Since Jun 30 -56.58%
Weight 1.1%Value $193.98MPrice $738.79Shares 344K -20.43%Since Jun 30 +31.16%
Weight 1.1%Value $185.96MPrice $61.49Shares 4.12M -24.47%Since Jun 30 +36.31%
Weight 1.0%Value $173.44MPrice $281.69Shares 582K +10.66%Since Jun 30 -5.50%
Weight 0.9%Value $153.46MPrice $365.88Shares 447K +14.72%Since Jun 30 +6.64%
Weight 0.9%Value $153.42MPrice $398.22Shares 386K -2.84%Since Jun 30 +0.26%
Weight 0.9%Value $152.19MPrice $424.12Shares 271K -16.01%Since Jun 30 -24.54%
Weight 0.8%Value $146.88MPrice $1537Shares 115K +23.27%Since Jun 30 +20.34%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

KLACKLACKLA CORP≈ $265.60MAdd
AAPLAAPLAPPLE INC≈ $99.64MAdd
MEDPMEDPMEDPACE HLDGS INC≈ $66.51MAdd

Largest sells in 2026 Q2

MKLMKLMARKEL GROUP INC≈ $68.94MTrim
HCAHCAHCA HEALTHCARE INC≈ $68.25MTrim
AMATAMATAPPLIED MATLS INC≈ $68.20MTrim
IRMIRMIRON MTN INC DEL≈ $62.97MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR