Institutional manager
Epoch Investment Partners, Inc.
Holds positions in 162 of the S&P 500, worth $13.6bn as reported for the quarter ended 31-mar-2026.
Positions held162of 488 index companies covered
Reported value$13.6bnS&P 500 positions only
Top ten weight21%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 162 held. The rest are smaller than every one of these.
NvidiaNVDA2.1m$370mInformation TechnologyAbbVieABBV1.5m$328mHealth CareBroadcomAVGO1.0m$316mInformation TechnologyApple Inc.AAPL1.2m$313mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.0m$296mCommunication ServicesMicrosoftMSFT788,663$292mInformation TechnologyMeta PlatformsMETA432,760$248mCommunication ServicesJPMorgan ChaseJPM800,542$235mFinancialsApplied MaterialsAMAT659,689$225mInformation TechnologyCiscoCSCO2.6m$205mInformation TechnologyHCA HealthcareHCA412,897$195mHealth CareEmcorEME262,823$194mIndustrialsRegeneron PharmaceuticalsREGN238,725$184mHealth CareAccentureACN902,498$179mInformation TechnologyNetAppNTAP1.7m$179mInformation TechnologyTaiwan Semiconductor ManufacturingTSM494,355$167mUberUBER2.3m$163mIndustrialsKLA CorporationKLAC110,231$162mInformation TechnologyDell TechnologiesDELL964,040$158mInformation TechnologyTexas Pacific Land CorporationTPL331,137$157mEnergyMonster BeverageMNST2.1m$154mConsumer StaplesCVS HealthCVS2.0m$146mHealth CareFastenalFAST3.1m$142mIndustrialsMastercardMA277,878$139mFinancialsWest Pharmaceutical ServicesWST545,050$137mHealth CareYum! BrandsYUM870,866$135mConsumer DiscretionaryLam ResearchLRCX632,784$135mInformation TechnologyBooking HoldingsBKNG31,225$131mConsumer DiscretionaryCostcoCOST131,518$131mConsumer StaplesHewlett Packard EnterpriseHPE5.5m$130mInformation TechnologyZoetisZTS1.1m$128mHealth CareTJX CompaniesTJX797,750$127mConsumer DiscretionaryAnalog DevicesADI397,570$126mInformation TechnologyAmazonAMZN597,495$124mConsumer DiscretionaryPaccarPCAR1.0m$121mIndustrialsIBMIBM497,613$121mInformation TechnologyDeckers BrandsDECK1.2m$120mConsumer DiscretionaryAT&TT4.1m$119mCommunication ServicesAmerican Electric PowerAEP899,618$118mUtilitiesVisa Inc.V389,868$118mFinancialsMettler ToledoMTD93,270$118mHealth CareChevron CorporationCVX568,186$118mEnergyAmeriprise FinancialAMP263,704$117mFinancialsCopartCPRT3.4m$113mIndustrialsOld DominionODFL578,532$113mIndustrialsLilly (Eli)LLY122,816$113mHealth CareUlta BeautyULTA213,761$112mConsumer DiscretionaryMarsh McLennanMRSH644,170$112mFinancialsHasbroHAS1.2m$110mConsumer DiscretionaryBerkshire HathawayBRK.B229,091$110mFinancialsNVR, Inc.NVR16,359$108mConsumer DiscretionaryJack Henry & AssociatesJKHY681,587$108mFinancialsVerizonVZ2.1m$106mCommunication ServicesAmerican ExpressAXP349,126$106mFinancialsQualcommQCOM814,088$105mInformation TechnologyVerisignVRSN413,277$103mInformation TechnologyTexas InstrumentsTXN525,830$102mInformation TechnologyArista NetworksANET809,562$99mInformation TechnologyIdexx LaboratoriesIDXX174,602$98mHealth CareEntergyETR858,181$96mUtilities
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.