Institutional Fund
Epoch Investment Partners, Inc.
New York, NYCIK 13058415 filings on record
Portfolio Value
$16.52B
Q1 2026
Holdings
234
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-6.2%
from $17.60B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation2.2%
- Abbvie Inc2.0%
- Broadcom Inc1.9%
- Apple Inc1.9%
- Microsoft Corp1.8%
- Meta Platforms Inc1.5%
- Other88.7%
Portfolio Holdings
234 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 2.12M | $369.82M | 2.2% | −25.7K | Reduced |
| 2 | Abbvie Inc | 1.51M | $327.57M | 2.0% | +151.9K | Added |
| 3 | Broadcom Inc | 1.02M | $315.55M | 1.9% | −78.9K | Reduced |
| 4 | Apple Inc | 1.23M | $312.64M | 1.9% | −4.1K | Reduced |
| 5 | Microsoft Corp | 788.7K | $291.94M | 1.8% | −38.6K | Reduced |
| 6 | Meta Platforms Inc | 432.8K | $247.59M | 1.5% | −100.9K | Reduced |
| 7 | Jpmorgan Chase & Co. | 800.5K | $235.49M | 1.4% | −100.7K | Reduced |
| 8 | Applied Matls Inc | 659.7K | $225.48M | 1.4% | −217.5K | Reduced |
| 9 | Alphabet Inc | 723.9K | $208.15M | 1.3% | −55.0K | Reduced |
| 10 | Cisco Sys Inc | 2.64M | $205.21M | 1.2% | +270.6K | Added |
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