Epoch Investment Partners, Inc.
CIK 1305841
13F filing for Q2 2026・No. 400
- Holdings
- US$17.58B
- Quarter change
- +US$1.06B
- Entries
- 588
- Net bought (estimate)
- −US$642.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 24
- Cut 149
- Added 61
- Corporate actions 2
- Unchanged 0
Largest holdings
220 stocks worth US$17.58B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 2,521,119 | US$504.45M | 2.87% |
| AAPLAppleCOM | Added | 1,576,223 | US$456.1M | 2.59% |
| AVGOBroadcomCOM | Cut | 929,562 | US$351.14M | 2.00% |
| ABBVABBVIE INCCOM | Cut | 1,376,588 | US$346.4M | 1.97% |
| MSFTMicrosoftCOM | Added | 906,851 | US$338.27M | 1.92% |
| AMATAPPLIED MATLS INCCOM | Cut | 460,151 | US$332.69M | 1.89% |
| KLACKLA CORPCOM NEW | CutSplit 9:1 | 990,556 | US$298.86M | 1.70% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 592,701 | US$256.84M | 1.46% |
| CSCOCISCO SYS INCCOM | Cut | 2,168,053 | US$254.66M | 1.45% |
| DELLDELL TECHNOLOGIES INCCL C | AddedSplit 1:2 | 531,131 | US$229.16M | 1.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.