Epoch Investment Partners, Inc.
SEC Form 13F institutional filer · CIK 0001305841
13F-HR · 162 reported holdings · 2026-03-31
Epoch Investment Partners, Inc. is an asset manager.
Reported long-US-equity value
$13.52B
Top-10 concentration
20.3%
Epoch Investment Partners, Inc. — $13.5B AUM allocation strategy
Epoch Investment Partners, Inc. files SEC Form 13F and reports $13.5B of long US equity value across 162 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.7%, followed by Health Care 5.2% and Communication Services 3.4%.
The top 10 holdings account for 20% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Epoch Investment Partners, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$13.5B
total across 162 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
20% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +426K sh · +$19.7M+$JKHY +308K sh · +$39.5M+$CSCO +271K sh · +$22.3M
Biggest trims (shares)
−$FAST −408K sh · +$2.8M−$EXPD −374K sh · −$58.6M−$MNST −327K sh · −$34M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.1%—
- Technology Hardware, Storage & Peripherals4.8%—
- Biotechnology3.8%—
- Interactive Media & Services3.4%—
- Semiconductor Materials & Equipment2.9%—
- Systems Software2.1%—
- Diversified Banks1.8%—
- Communications Equipment1.5%—
- Other holdings74.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 2.12M | $370M | -25.7K | 2.7% |
| $ABBV | AbbVie Inc | 1.51M | $328M | +152K | 2.4% |
| $AVGO | Broadcom Inc | 1.02M | $316M | -78.9K | 2.3% |
| $AAPL | Apple Inc | 1.23M | $313M | -4.09K | 2.3% |
| $MSFT | Microsoft Corporation | 789K | $292M | -38.6K | 2.2% |
| $META | Meta Platforms Inc | 433K | $248M | -134K | 1.8% |
| $JPM | JP Morgan Chase & Co | 801K | $235M | -101K | 1.7% |
| $AMAT | Applied Materials Inc | 660K | $225M | -218K | 1.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 724K | $208M | -55K | 1.5% |
| $CSCO | Cisco Systems Inc | 2.64M | $205M | +271K | 1.5% |
…and 152 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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