Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. is an independent, global asset management firm headquartered in New York, NY. Founded in 2004, Epoch offers institutional and individual clients a range of equity investment strategies. With approximately 177 employees as of 2025, Epoch is registered as an investment adviser and provides portfolio management solutions for a diverse client base, including pension funds, endowments, foundations, and retail investors.
Investment Strategy
Epoch Investment Partners focuses on fundamental research-driven active management in global equity markets. Their approach emphasizes free-cash-flow analysis, seeking companies with strong capital allocation, sustainable returns, and the ability to generate shareholder value through dividends, buybacks, and responsible reinvestment. Epoch pursues a disciplined process designed to provide downside protection while delivering consistent long-term value to clients.
Latest 13F Filing Activity
Epoch Investment Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 277 equity positions with a total 13F market value of $19B. The fund increased holdings in Broadcom Inc., Uber Technologies Inc., Microsoft Corp. among other positions. Epoch Investment Partners, Inc. reduced exposure to Unitedhealth Group Inc., Starbucks Corp., Visa Inc. among others.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 2.85% | $551.5M | 747,177 | $238.86 | $738.09 | +$89.3M |
M MSFT | MICROSOFT CORP | 2.79% | $540.0M | 1,085,665 | $170.87 | $497.41 | +$104.5M |
A AVGO | BROADCOM INC | 2.27% | $439.5M | 1,594,345 | $42.72 | $275.65 | +$164.8M |
J JPM | JPMORGAN CHASE & CO. | 2.07% | $399.8M | 1,378,918 | $137.01 | $289.91 | +$7.9M |
A AMZN | AMAZON COM INC | 1.35% | $260.5M | 1,187,294 | $156.20 | $219.39 | +$73.9M |