Epoch Investment Partners, Inc.
CIK 1305841 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- MSFT2.57%
- AVGO2.39%
- META2.33%
- NVDA1.98%
- ABBV1.90%
- JPM1.69%
- AAPL1.53%
- AMAT1.39%
- UBER1.36%
- KLAC1.31%
Share classes counted separately18.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +0.72 pp1.26% → 1.98%Shares +393.37K (+25.53%)
- AAPLWeight increased · +0.65 pp0.88% → 1.53%Shares +258.66K (+31.08%)
- ABBVWeight increased · +0.60 pp1.30% → 1.90%Shares +138.32K (+10.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $468.42M | 2.57% | 904.38K shares | 2.79% → 2.57%-0.22 pp -181.29K (-16.70%) | Reduced | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $435.17M | 2.39% | 1.32M shares | 2.27% → 2.39%+0.12 pp -275.28K (-17.27%) | Reduced | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $423.80M | 2.33% | 577.09K shares | 2.85% → 2.33%-0.52 pp -170.09K (-22.76%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $360.84M | 1.98% | 1.93M shares | 1.26% → 1.98%+0.72 pp +393.37K (+25.53%) | Added | ↗▾ |
| 05 | ABBVABBVIE INC View history and evidence | $346.59M | 1.90% | 1.50M shares | 1.30% → 1.90%+0.60 pp +138.32K (+10.18%) | Added | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $308.41M | 1.69% | 977.75K shares | 2.07% → 1.69%-0.38 pp -401.17K (-29.09%) | Reduced | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $277.80M | 1.53% | 1.09M shares | 0.88% → 1.53%+0.65 pp +258.66K (+31.08%) | Added | ↗▾ |
| 08 | AMATAPPLIED MATERIALS INC View history and evidence | $252.55M | 1.39% | 1.23M shares | 1.23% → 1.39%+0.16 pp -67.44K (-5.18%) | Reduced | ↗▾ |
| 09 | UBERUBER TECHNOLOGIES INC View history and evidence | $247.61M | 1.36% | 2.53M shares | 1.27% → 1.36%+0.09 pp -97.88K (-3.73%) | Reduced | ↗▾ |
| 10 | KLACKLA CORPCOM NEW View history and evidence | $238.73M | 1.31% | 221.33K shares | 1.14% → 1.31%+0.17 pp -25.41K (-10.30%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ADBE ADOBE INC | Non-derivative | -263,912 | -$102.10M | SEC filing ↗ | SEC filing ↗ |
| KVUE KENVUE INC | Non-derivative | -4,308,207 | -$90.17M | SEC filing ↗ | SEC filing ↗ |
| DOW DOW INC | Non-derivative | -1,165,177 | -$30.85M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1305841 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 18201653365
}Research all 274 reported holdings.
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