13F value (AUM)
$17.6B
EP
Epoch Investment Partners
EPOCH INVESTMENT PARTNERS, INC.
$17.6B
13F long value · 2026-Q2Positions220
CategoryAsset Manager
Quarters tracked9
● #371 of 581 by 13F value
Size rank 4/10
8 NEW11 ADD4 2×+22 TRIM6 EXIT
Snapshot
Epoch Investment Partners's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
220 (10 unmapped)
Top 100 weight
78.1%
Quarters tracked
9
Latest 13F filed
Aug 13, 2026
New positions
8
Exits / near-exits
6
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 78.1% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.9% | $504.5M | 2.5M | +16.9% |
| AAPL | APPLE INC | 2.6% | $456.1M | 1.6M | +15.3% |
| AVGO | BROADCOM INC | 2.0% | $351.1M | 929.6K | -6.1% |
| ABBV | ABBVIE INC | 2.0% | $346.4M | 1.4M | +4.2% |
| MSFT | MICROSOFT CORP | 1.9% | $338.3M | 906.9K | +38.7% |
| AMAT | APPLIED MATLS INC | 1.9% | $332.7M | 460.2K | -44.0% |
| KLAC | KLA CORP | 1.7% | $298.9M | 990.6K | +529.7% |
| LRCX | LAM RESEARCH CORP | 1.5% | $256.8M | 592.7K | -40.1% |
| CSCO | CISCO SYS INC | 1.4% | $254.7M | 2.2M | -4.6% |
| DELL | DELL TECHNOLOGIES INC | 1.3% | $229.2M | 531.1K | -49.9% |
| GOOGL | ALPHABET INC | 1.3% | $228.4M | 639.2K | -3.9% |
| NTAP | NETAPP INC | 1.3% | $227.6M | 1.5M | -29.9% |
| JPM | JPMORGAN CHASE & CO | 1.3% | $222.3M | 679.2K | +1.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.2% | $218.2M | 456.8K | -15.2% |
| CVS | CVS HEALTH CORP | 1.2% | $206.1M | 2.0M | -24.3% |
Quarterly changes — 2026-Q2
What Epoch Investment Partners opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | AAPL | APPLE INC | 1.2M | 1.6M | +28.0% | +$143.5M |
| TRIM | AMAT | APPLIED MATLS INC | 659.7K | 460.2K | -30.2% | +$107.2M |
| TRIM | HCA | HCA HEALTHCARE INC | 412.9K | 268.7K | -34.9% | -$90.6M |
| ADD | MEDP | MEDPACE HLDGS INC | 141.0K | 266.5K | +89.1% | +$73.5M |
| TRIM | DELL | DELL TECHNOLOGIES INC | 964.0K | 531.1K | -44.9% | +$70.9M |
| TRIM | MKL | MARKEL GROUP INC | 58.3K | 22.3K | -61.8% | -$68.1M |
| NEW | SON | SONOCO PRODS CO | — | 1.2M | — | +$66.0M |
| ADD | JNJ | JOHNSON & JOHNSON | 280.6K | 524.4K | +86.8% | +$64.6M |
| EXIT | IRM | IRON MTN INC DEL | 616.5K | 0 | -100.0% | -$63.0M |
| NEW | KMB | KIMBERLY-CLARK CORP | — | 532.3K | — | +$58.4M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.