How many stocks does Epoch Investment Partners, Inc. own?

As of Q1 2026, Epoch Investment Partners, Inc. holds 234 positions in their 13F portfolio.

What is Epoch Investment Partners, Inc.'s largest holding?

NVDA at 2.2% of portfolio, worth $369.8M.

What is Epoch Investment Partners, Inc.'s total portfolio value?

$16.5B as of Q1 2026, tracked across 234 holdings.

Is Epoch Investment Partners, Inc. a hedge fund?

Epoch Investment Partners, Inc. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Epoch Investment Partners, Inc. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Epoch Investment Partners, Inc.'s portfolio changed in Q1 2026?

View Epoch Investment Partners, Inc.'s latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Epoch Investment Partners, Inc.'s investment strategy?

Epoch Investment Partners, Inc. is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Epoch Investment Partners, Inc Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Epoch Investment Partners, Inc.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$16.5B

AUM

234

Positions

Q1 2026

Filing

Rating · 2.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New10%Increased17%Decreased68%Exited5%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 5.0 years

<1Q4%1-4Q5%1-2Y4%2Y+86%

Q1 2026 Summary

Active quarter - 19 new positions, 32 exits, 60 increased. Top move: ABBV (INCREASED, conviction 54). Portfolio: $16.5B across 234 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA2.24%

ABBV1.98%

AVGO1.91%

AAPL1.89%

MSFT1.77%

META1.50%

JPM1.43%

AMAT1.37%

GOOGL1.26%

CSCO1.24%

Other1.18%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KLAC29Q held

KLA CORP

Avg $225.80 · $175.8M est. P&L

Est. P&L

+706.23%

IRM29Q held

IRON MTN INC DEL

Avg $27.55 · $60.2M est. P&L

Est. P&L

+354.60%

ETN29Q held

EATON CORP PLC

Avg $91.40 · $33.5M est. P&L

Est. P&L

+337.01%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings234 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	2.1M	$369.8M	2.2%	—	$138.18	+66.58%	20 qtrssince 2021-Q2	Decreased 0
ABBV ABBVIE INC	1.5M	$327.6M	2.0%	—	$131.47	+59.62%	29 qtrssince 2019-Q1	Increased 54
AVGO BROADCOM INC	1M	$315.5M	1.9%	—	$156.55	+173.18%	29 qtrssince 2019-Q1	Decreased 0
AAPL APPLE INC	1.2M	$312.6M	1.9%	—	$202.25	+48.44%	29 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	788,663	$291.9M	1.8%	—	$213.78	+99.86%	29 qtrssince 2019-Q1	Decreased 0
META META PLATFORMS INC	432,760	$247.6M	1.5%	—	$236.15	+162.03%	29 qtrssince 2019-Q1	Decreased 0
JPM JPMORGAN CHASE & CO	800,542	$235.5M	1.4%	—	$124.65	+138.93%	24 qtrssince 2020-Q2	Decreased 0
AMAT APPLIED MATLS INC	659,689	$225.5M	1.4%	—	$142.61	+206.16%	29 qtrssince 2019-Q1	Decreased 0
GOOGL ALPHABET INC	723,866	$208.2M	1.3%	—	$117.68	+237.39%	29 qtrssince 2019-Q1	Decreased 0
CSCO CISCO SYS INC	2.6M	$205.2M	1.2%	—	$53.02	+122.95%	29 qtrssince 2019-Q1	Increased 54
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