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CIK: 0001305841
Total reported value
$17.6B
$17.6B
274 檔
11.6%
According to the latest 13F quarterly dataset, Epoch Investment Partners, Inc. managed an equity portfolio of $17.6B at the end of Q3 2025, spanning 274 distinct U.S. exchange-listed positions.
In Q3 2025, Epoch Investment Partners, Inc. adopted a defensive or profit-taking posture, trimming 114 positions and completely liquidating 19 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, META) accounted for 11.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
TPL
市值: $101.0M
Top Position Liquidated / Trimmed
KVUE
前期市值: $115.0M
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +0.15% | -16.70% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.39% | +0.09% | -17.27% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -0.40% | -22.76% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.63% | +25.53% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 1.90% | -0.01% | +10.18% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.17% | -29.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.70% | +31.08% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 1.39% | +0.52% | -5.18% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 1.36% | -0.25% | -3.73% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.31% | +0.72% | -10.30% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 1.27% | +0.64% | -16.31% | |
| 12 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.18% | -0.58% | -18.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.04% | -5.03% | |
| 14 | NTAP | Netapp Inc | Stock-Tech | 1.11% | +0.21% | -5.61% | |
| 15 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.11% | +0.19% | -6.92% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.01% | -2.24% | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 1.01% | +0.13% | -32.58% | |
| 18 | EME | Emcor Group Inc | Stock-Industrials | 1.01% | -0.04% | +12.69% | |
| 19 | AXP | American Express Co | Stock-Financials | 0.98% | -0.08% | -21.85% | |
| 20 | FAST | Fastenal Co | Stock-Industrials | 0.97% | -0.14% | -11.05% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 0.94% | -0.33% | -6.20% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.93% | +0.28% | -0.19% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.06% | -8.44% | |
| 24 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.92% | -0.13% | -14.29% | |
| 25 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.90% | -0.05% | -8.20% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.11% | -8.69% | |
| 27 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.88% | -0.02% | -16.72% | |
| 28 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.88% | -0.05% | -18.19% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.04% | -39.16% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | +0.23% | -16.61% | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.81% | -0.08% | -7.48% | |
| 32 | MKL | Markel Group Inc | Stock-Financials | 0.81% | -0.43% | -32.55% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.80% | -0.46% | +27.63% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.79% | +0.13% | -1.25% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.16% | -18.85% | |
| 36 | CPRT | Copart Inc | Stock-Industrials | 0.79% | -0.14% | +15.20% | |
| 37 | FN | Fabrinet | Stock-Tech | 0.78% | -0.15% | -25.04% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.11% | -0.25% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.21% | -2.73% | |
| 40 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.76% | +0.32% | +45.57% | |
| 41 | CHE | Chemed CORP | Stock-Healthcare | 0.76% | +0.14% | +29.44% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.10% | -3.28% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.75% | -0.08% | +7.89% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.74% | -0.36% | -22.62% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.73% | +0.34% | +2.43% | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 0.73% | -0.08% | -10.92% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.14% | -0.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.17% | -23.74% | |
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.71% | -0.07% | -3.80% | |
| 50 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.71% | -0.04% | +10.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +1% | +10.18% | Add |
| 2 | NVDA | Nvidia CORP | +1% | +25.53% | Add |
| 3 | AVGO | Broadcom Inc | +1% | -17.27% | Trim |
| 4 | UBER | Uber Technologies Inc | +0.8% | -3.73% | Add |
| 5 | EME | Emcor Group Inc | +0.6% | +12.69% | Add |
| 6 | LRCX | Lam Research CORP | +0.6% | -16.31% | Trim |
| 7 | AMAT | Applied Materials Inc | +0.4% | -5.18% | Trim |
| 8 | KLAC | Kla CORP | +0.4% | -10.30% | Trim |
| 9 | FN | Fabrinet | +0.4% | -25.04% | Add |
| 10 | WST | West Pharmaceutical Services | +0.4% | +45.57% | Add |
| 11 | IDXX | Idexx Laboratories Inc | +0.4% | -7.48% | Add |
| 12 | DELL | Dell Technologies -c | +0.4% | +2.43% | Add |
| 13 | ANET | Arista Networks Inc | +0.4% | -32.58% | Trim |
| 14 | GILD | Gilead Sciences Inc | +0.3% | -25.79% | Add |
| 15 | NTAP | Netapp Inc | +0.3% | -5.61% | Trim |
| 16 | MSFT | Microsoft CORP | +0.3% | -16.70% | Trim |
| 17 | CVS | Cvs Health CORP | +0.3% | -0.19% | Add |
| 18 | AAPL | Apple Inc | +0.3% | +31.08% | Add |
| 19 | TTC | Toro Co | +0.3% | +1876.59% | Add |
| 20 | HPE | Hewlett Packard Enterprise | +0.3% | +1.13% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.03% | Trim |
| 22 | ULTA | Ulta Beauty Inc | +0.3% | -14.29% | Trim |
| 23 | EA | Electronic Arts Inc | +0.2% | -2.72% | Add |
| 24 | DECK | Deckers Outdoor CORP | +0.2% | +10.20% | Add |
| 25 | MGY | Magnolia Oil & Gas CORP - A | +0.2% | +58.72% | Add |
| 26 | MCHP | Microchip Technology Inc | +0.2% | +27.94% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -16.61% | Trim |
| 28 | CART | Maplebear Inc | +0.2% | +344.41% | Add |
| 29 | QCOM | Qualcomm Inc | +0.2% | -2.24% | Add |
| 30 | HAS | Hasbro Inc | +0.2% | -4.98% | Add |
| 31 | FAST | Fastenal Co | +0.2% | -11.05% | Add |
| 32 | AMT | American Tower CORP | +0.1% | -25.08% | Add |
| 33 | ADI | Analog Devices Inc | +0.1% | +6.78% | Trim |
| 34 | TJX | Tjx Companies Inc | +0.1% | -3.28% | Trim |
| 35 | REGN | Regeneron Pharmaceuticals | +0.1% | +27.63% | Add |
| 36 | CASY | Casey's General Stores Inc | +0.1% | -31.19% | Add |
| 37 | BEPC | Brookfield Renewable CORP | +0.1% | -16.87% | Add |
| 38 | MANH | Manhattan Associates Inc | +0.1% | -3.68% | Add |
| 39 | LAZ | Lazard Inc | +0.1% | -1.98% | Trim |
| 40 | BKNG | Booking Holdings Inc | +0.1% | -22.62% | Trim |
| 41 | GDDY | Godaddy Inc - Class A | +0.1% | +10504.74% | Add |
| 42 | ETN | Eaton Corporation plc | +0.1% | -3.59% | Add |
| 43 | BAC | Bank Of America CORP | +0.1% | -4.20% | Trim |
| 44 | TKO | Tko Group Holdings Inc | +0.1% | -2.83% | Trim |
| 45 | TBBK | Bancorp Inc/the | +0.1% | +306.57% | Add |
| 46 | DCI | Donaldson Co Inc | +0.1% | -3.55% | Trim |
| 47 | MSM | Msc Industrial Direct Co-a | +0.1% | +1.19% | Trim |
| 48 | JNJ | Johnson & Johnson | +0.1% | -4.88% | Trim |
| 49 | URI | United Rentals Inc | +0.1% | -28.89% | Trim |
| 50 | CSCO | Cisco Systems Inc | +0.1% | -2.73% | Trim |
According to official SEC Form 13F filings, Epoch Investment Partners, Inc. reported a total U.S. public equity portfolio value of $17.6B across 274 disclosed positions in Q3 2025.
During Q3 2025, Epoch Investment Partners, Inc.'s top holdings by market value included MSFT (2.6%)、AVGO (2.4%)、META (2.3%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q3 2025, Epoch Investment Partners, Inc. made 200 total portfolio adjustments, initiating 16 new buys, adding to 51 positions, trimming 114 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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