Epoch Investment Partners, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$20.6B
Signature - Title
David A. Barnett - Managing Attorney & Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Epoch Investment Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Epoch Investment Partners, Inc. reported 281 stock holdings with total value $20.6B as of Q4 2024. Top holdings included AVGO, META, MSFT, JPM, and UNH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 281 $20.6B +$1.37B -$2.8B -$1.42B AVGO, META, MSFT, JPM, UNH 13F-HR 2/13/2025, 04:11 PM
Q3 2024 369 $22.3B +$2.17B -$2.38B -$209M MSFT, AVGO, META, UNH, JPM 13F-HR 11/13/2024, 04:06 PM
Q2 2024 383 $21.9B +$1.59B -$2.18B -$586M MSFT, AVGO, META, UNH, JPM 13F-HR 8/13/2024, 04:54 PM
Q1 2024 408 $22.5B +$2.33B -$3.78B -$1.46B MSFT, AVGO, META, UNH, V 13F-HR 5/14/2024, 04:40 PM
Q4 2023 411 $22B +$6.37B -$1.6B +$4.76B MSFT, AAPL, UNH, AVGO, V 13F-HR 2/13/2024, 04:26 PM
Q3 2023 458 $15.7B +$722M -$1.82B -$1.1B MSFT, AVGO, UNH, AAPL, CVX 13F-HR 11/13/2023, 04:13 PM
Q2 2023 440 $17.3B +$1.34B -$1.42B -$81.6M MSFT, AAPL, AVGO, CCEP, UNH 13F-HR 8/11/2023, 04:18 PM
Q1 2023 436 $16.8B +$1.74B -$1.65B +$87.8M MSFT, AVGO, AAPL, CVX, UNH 13F-HR 5/12/2023, 04:17 PM
Q4 2022 418 $16.8B +$1.49B -$1.41B +$82.3M MSFT, UNH, AVGO, ABBV, BRKB 13F-HR 2/13/2023, 04:13 PM
Q3 2022 394 $14.4B +$863M -$960M -$97.6M MSFT, AVGO, UNH, AAPL, ABBV 13F-HR 11/14/2022, 08:07 AM
Q2 2022 410 $16.3B +$1.41B -$1.83B -$417M MSFT, AVGO, AAPL, UNH, GOOG 13F-HR 8/12/2022, 06:18 PM
Q1 2022 418 $19.8B +$2.87B -$1.15B +$1.73B MSFT, AAPL, AVGO, GOOG, TSM 13F-HR 5/13/2022, 04:11 PM
Q4 2021 343 $19.7B +$2.48B -$1.96B +$517M MSFT, AVGO, GOOG, AAPL, TSM 13F-HR 2/11/2022, 03:57 PM
Q3 2021 348 $18B +$1.31B -$1.7B -$388M MSFT, GOOG, AVGO, AAPL, MET 13F-HR 11/12/2021, 04:17 PM
Q2 2021 340 $18.6B +$1.11B -$5.17B -$4.06B MSFT, AVGO, TMUS, GOOG, TSM 13F-HR 8/13/2021, 04:35 PM
Q1 2021 323 $21.4B +$1.71B -$3.83B -$2.12B MSFT, GOOG, AVGO, TSM, TMUS 13F-HR 5/17/2021, 09:56 AM
Q4 2020 322 $21.8B +$2.13B -$2.56B -$425M MSFT, AVGO, TMUS, META, TSM 13F-HR 2/12/2021, 04:04 PM
Q3 2020 293 $20B +$1.61B -$1.8B -$188M MSFT, META, AVGO, MRK, UNH 13F-HR 11/13/2020, 03:07 PM
Q2 2020 281 $19.3B +$2.33B -$1.89B +$438M MSFT, MRK, UNH, AVGO, GOOG 13F-HR 8/13/2020, 05:19 PM
Q1 2020 266 $16.5B +$2.33B -$2.05B +$279M MSFT, UNH, GOOG, PFE, AVGO 13F-HR 5/14/2020, 04:19 PM
Q4 2019 289 $23.2B +$2.42B -$2.38B +$45.3M MSFT, UNH, GOOG, KO, PFE 13F-HR 2/13/2020, 03:07 PM
Q3 2019 275 $22B +$2.26B -$2.26B -$4.92M MSFT, GOOG, KO, UNH, MRK 13F-HR 11/13/2019, 03:42 PM
Q2 2019 285 $22.2B +$2.16B -$2.36B -$195M MSFT, GOOG, PFE, OXY, UNH 13F-HR 8/13/2019, 04:08 PM
Q1 2019 305 $22.9B +$1.76B -$2.13B -$374M MSFT, GOOG, AAPL, PFE, OXY 13F-HR 5/14/2019, 04:19 PM
Q4 2018 298 $21.5B +$1.77B -$2.82B -$1.05B MSFT, AAPL, UNH, PFE, OXY 13F-HR 2/13/2019, 03:32 PM
Q3 2018 307 $26.4B +$1.33B -$2.46B -$1.13B MSFT, AAPL, OXY, DWDP, UNH 13F-HR 11/13/2018, 03:02 PM
Q2 2018 313 $26.6B +$2.54B -$3.45B -$916M MSFT, OXY, AAPL, DWDP, UNH 13F-HR 8/13/2018, 04:07 PM
Q1 2018 310 $28.2B +$2.48B -$2.74B -$257M MSFT, OXY, AAPL, AMAT, DWDP 13F-HR 5/14/2018, 05:12 PM
Q4 2017 305 $30.2B +$2.24B -$2.83B -$593M MSFT, AAPL, OXY, ABBV, UNH 13F-HR 2/13/2018, 03:15 PM
Q3 2017 300 $29.9B +$2.75B -$2.31B +$439M MSFT, AAPL, ABBV, AMAT, MET 13F-HR 11/13/2017, 04:22 PM
Q2 2017 297 $29.6B +$2.46B -$3.14B -$681M AAPL, MSFT, ABBV, UNH, PPL 13F-HR 8/11/2017, 04:15 PM
Q1 2017 312 $30B +$4.64B -$1.9B +$2.73B AAPL, MSFT, PPL, ABBV, CMCSA 13F-HR 5/12/2017, 04:10 PM
Q4 2016 287 $26.6B +$2.71B -$2.92B -$215M MSFT, AAPL, V, OXY, CMCSA 13F-HR 2/13/2017, 03:01 PM
Q3 2016 284 $26.7B +$2.32B -$1.47B +$856M MSFT, PPL, V, GOOG, UNH 13F-HR 11/10/2016, 03:03 PM
Q2 2016 281 $26.7B +$1.58B -$1.54B +$42.8M MSFT, PPL, UNH, V, GOOG 13F-HR 8/12/2016, 04:05 PM
Q1 2016 283 $26.5B +$3.87B -$1.85B +$2.02B MSFT, PPL, AAPL, UNH, V 13F-HR 5/13/2016, 04:09 PM
Q4 2015 287 $25.3B +$2.53B -$2.51B +$16.7M MSFT, ABBV, AAPL, V, UNH 13F-HR 2/12/2016, 03:05 PM
Q3 2015 262 $25.8B +$3.88B -$1.81B +$2.07B AAPL, MSFT, UNH, V, HD 13F-HR 11/13/2015, 03:14 PM
Q2 2015 2 $122M CGXXXX, BPL New Holdings 8/14/2015, 10:59 AM
Q2 2015 268 $27.1B +$3.66B -$1.79B +$1.86B AAPL, MSFT, UNH, AIG, CVS 13F-HR 8/13/2015, 04:04 PM
Q1 2015 273 $26.7B +$2.24B -$2.62B -$387M AAPL, UNH, MSFT, BA, CVS 13F-HR 5/14/2015, 04:47 PM
Q4 2014 274 $27.7B +$1.93B -$579M +$1.35B AAPL, MSFT, CVS, CME, UNH 13F-HR 2/13/2015, 03:07 PM
Q3 2014 279 $25.7B +$1.61B -$1.19B +$421M AAPL, MSFT, CME, CVS, BA 13F-HR 11/13/2014, 03:10 PM
Q2 2014 281 $25.7B +$3.43B -$2.27B +$1.16B MSFT, AAPL, CVS, CME, BA 13F-HR 8/13/2014, 04:22 PM
Q1 2014 275 $24.9B +$3.13B -$1.71B +$1.43B MSFT, AAPL, CVS, CME, BA 13F-HR 5/14/2014, 04:27 PM
Q4 2013 255 $23.7B AAPL, NOVXXXX, BA, CVS, CME 13F-HR 2/13/2014, 03:07 PM