13F Insight
DOSSIER · 13F-HR · Q2 2026

Epoch Investment Partners, Inc.

$17.6B in tracked AUM across 588 positions as of Q2 2026.

EI
CIK 0001305841 · last filed Jun 30, 2026
Total AUM
$17.6B
as of Q2 2026
Holdings
588
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Epoch Investment Partners, Inc. filed Q1 2026 13F-HR with $16.5B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including NVDA (2.2%), ABBV (2.0%), AVGO (1.9%). Quarter-over-quarter activity shows 8 new entries and 8 exits, with a net reductive posture across 58 changed positions. Notable reduction: MSFT (4.7% reduction) (MICROSOFT CORP).

Epoch Investment Partners, Inc. reports $16.5B in U.S. equity holdings for Q1 2026, anchored by a Technology-centric allocation. The top five positions by value span NVDA + ABBV + AVGO + AAPL + MSFT, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • NVDA (NVIDIA CORPORATION) — $0.4B (2.2%)
  • ABBV (ABBVIE INC) — $0.3B (2.0%)
  • AVGO (BROADCOM INC) — $0.3B (1.9%)
  • AAPL (APPLE INC) — $0.3B (1.9%)
  • MSFT (MICROSOFT CORP) — $0.3B (1.8%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$504M2.5M2.9%02
AAPL
APPLE INC
$456M1.6M2.6%03
AVGO
BROADCOM INC
$351M930K2.0%04
ABBV
ABBVIE INC
$346M1.4M2.0%05
MSFT
MICROSOFT CORP
$338M907K1.9%06
AMAT
APPLIED MATLS INC
$333M460K1.9%07
KLAC
KLA CORP
$299M991K1.7%08
LRCX
LAM RESEARCH CORP
$257M593K1.5%09
CSCO
CISCO SYS INC
$255M2.2M1.4%10
DELL
DELL TECHNOLOGIES INC
$229M531K1.3%

Filing history

2026Q2Jun 30
$17.6B▲ 6.4%
588 positionsView →2026Q1Mar 31
$16.5B▼ 6.2%
598 positionsView →2025Q4Dec 31
$17.6B▼ 3.3%
592 positionsView →2025Q3Sep 30
$18.2B▼ 5.8%
618 positionsView →2025Q2Jun 30
$19.3B▲ 0.2%
622 positionsLocked2025Q1Mar 31
$19.3B▼ 6.6%
617 positionsLocked2024Q4Dec 31
$20.6B▼ 7.6%
616 positionsLocked2024Q3Sep 30
$22.3B▲ 2.0%
818 positionsLocked2024Q2Jun 30
$21.9B▼ 2.6%
841 positionsLocked2024Q1Mar 31
$22.5B▲ 2.4%
875 positionsLocked2023Q4Dec 31
$22.0B▲ 40.0%
885 positionsLocked2023Q3Sep 30
$15.7B▼ 9.2%
887 positionsLocked
Showing 12 of 86