13F Insight
DOSSIER · 13F-HR · Q1 2026

Epoch Investment Partners, Inc.

$16.5B in tracked AUM across 598 positions as of Q1 2026.

EI
CIK 0001305841 · last filed Mar 31, 2026
Total AUM
$16.5B
as of Q1 2026
Holdings
598
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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%)

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$370M2.1M2.2%02
ABBV
ABBVIE INC
$328M1.5M2.0%03
AVGO
BROADCOM INC
$316M1.0M1.9%04
AAPL
APPLE INC
$313M1.2M1.9%05
MSFT
MICROSOFT CORP
$292M789K1.8%06
META
META PLATFORMS INC
$248M433K1.5%07
JPM
JPMORGAN CHASE & CO
$235M801K1.4%08
AMAT
APPLIED MATLS INC
$225M660K1.4%09
GOOGL
ALPHABET INC
$208M724K1.3%10
CSCO
CISCO SYS INC
$205M2.6M1.2%

Filing history

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 positionsLocked2023Q2Jun 30
$17.3B▲ 2.8%
917 positionsLocked
Showing 12 of 85