Epoch Investment Partners, Inc.

New York, NY · CIK 1305841 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2004 · corporation

Assets managed$29.7bn
Staff137 · 91 in investment roles
Main clients (by assets)Private funds 42%, Mutual funds and ETFs 29%, Pension plans 13%
Private funds1 · $17.9m gross assets
Websitetdassetmanagement.com
Form ADV · 2026-07-29SEC adviser record

Legal entityEPOCH INVESTMENT PARTNERS, INC. (US)

Kindwealth, bank or insurer
Others nearbyToronto, New York, NY, Wilmington, DE, Greenville, SC, Marlton, NJ, Ramsey, NJ
FamilyTORONTO DOMINION BANK · 8 related pages · largest: TORONTO DOMINION BANK

As an employer

Offices in3 countries
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 13
TorontoCanada	Canada	77
MelbourneAustralia	Australia	1

US visa salary filings

Filings FY2024–20252
Median salary offered$161,500
Middle half$140,750 – $182,250
Job titles2

Job title	Filings	Median	Range
Vice President And DirectorNew York, NY	1	$203,000
Portfolio Research AnalystNew York, NY	1	$120,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Epoch Investment Partners, Inc..

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$17.6bn reported value +6.4% vs Q1 2026

220positions

19.2%in top 10

10 new 59 added 151 reduced 24 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

TORONTO DOMINION BANK – files its own report too; $6.9bn of shares are in both
New York Life Investment Management LLC – files its own report too; $1.9bn of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	2,521,119	$504.5m2.87%	2.87%	Added +400.6k	+400,600 18.9%
2	APPLE INC COM AAPL	AAPL	1,576,223	$456.1m2.59%	2.59%	Added +344.4k	+344,358 27.9%
3	BROADCOM INC COM AVGO	AVGO	929,562	$351.1m2.00%	2.00%	Reduced -89.9k	-89,937 -8.8%
4	ABBVIE INC COM ABBV	ABBV	1,376,588	$346.4m1.97%	1.97%	Reduced -129.6k	-129,554 -8.6%
5	MICROSOFT CORP COM MSFT	MSFT	906,851	$338.3m1.92%	1.92%	Added +118.2k	+118,188 15.0%
6	APPLIED MATLS INC COM AMAT	AMAT	460,151	$332.7m1.89%	1.89%	Reduced -199.5k	-199,538 -30.2%
7	KLA CORP COM NEW KLAC	KLAC	990,556	$298.9m1.70%	1.70%	Reduced -111.8k	-111,754 -10.1%
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	592,701	$256.8m1.46%	1.46%	Reduced -40.1k	-40,083 -6.3%
9	CISCO SYS INC COM CSCO	CSCO	2,168,053	$254.7m1.45%	1.45%	Reduced -476.8k	-476,804 -18.0%
10	DELL TECHNOLOGIES INC CL C DELL	DELL	531,131	$229.2m1.30%	1.30%	Reduced -432.9k	-432,909 -44.9%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	639,157	$228.4m1.30%	1.30%	Reduced -84.7k	-84,709 -11.7%
12	NETAPP INC COM NTAP	NTAP	1,470,539	$227.6m1.29%	1.29%	Reduced -273.4k	-273,379 -15.7%
13	JPMORGAN CHASE & CO COM JPM	JPM	679,231	$222.3m1.26%	1.26%	Reduced -121.3k	-121,311 -15.2%
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	456,810	$218.2m1.24%	1.24%	Reduced -37.5k	-37,545 -7.6%
15	CVS HEALTH CORP COM CVS	CVS	1,991,853	$206.1m1.17%	1.17%	Reduced -47.3k	-47,338 -2.3%
16	WEST PHARMACEUTICAL SVSC INC COM WST	WST	562,557	$202.0m1.15%	1.15%	Added +17.5k	+17,507 3.2%
17	EMCOR GROUP INC COM EME	EME	239,577	$198.8m1.13%	1.13%	Reduced -23.2k	-23,246 -8.8%
18	MONSTER BEVERAGE CORP NEW COM MNST	MNST	2,048,119	$196.9m1.12%	1.12%	Reduced -82.2k	-82,208 -3.9%
19	META PLATFORMS INC CL A META	META	344,368	$194.0m1.10%	1.10%	Reduced -88.4k	-88,392 -20.4%
20	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	4,122,475	$186.0m1.06%	1.06%	Reduced -1.3m	-1,335,929 -24.5%
21	TEXAS INSTRS INC COM TXN	TXN	581,891	$173.4m0.99%	0.99%	Added +56.1k	+56,061 10.7%
22	VISA INC COM CL A V	V	447,275	$153.5m0.87%	0.87%	Added +57.4k	+57,407 14.7%
23	ANALOG DEVICES INC COM ADI	ADI	386,286	$153.4m0.87%	0.87%	Reduced -11.3k	-11,284 -2.8%
24	FABRINET SHS FN	FN	270,754	$152.2m0.87%	0.87%	Reduced -51.6k	-51,596 -16.0%
25	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	114,970	$146.9m0.84%	0.84%	Added +21.7k	+21,700 23.3%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	522,214	$146.9m0.84%	0.84%	Added +24.6k	+24,601 4.9%
27	ARGAN INC COM AGX	AGX	180,661	$144.3m0.82%	0.82%	Reduced -21.8k	-21,817 -10.8%
28	ELI LILLY & CO COM LLY	LLY	119,698	$143.6m0.82%	0.82%	Reduced -3.1k	-3,118 -2.5%
29	MEDPACE HLDGS INC COM MEDP	MEDP	266,547	$141.2m0.80%	0.80%	Added +125.6k	+125,588 89.1%
30	MASTERCARD INCORPORATED CL A MA	MA	267,218	$137.2m0.78%	0.78%	Reduced -10.7k	-10,660 -3.8%
31	YUM BRANDS INC COM YUM	YUM	845,174	$135.1m0.77%	0.77%	Reduced -25.7k	-25,692 -3.0%
32	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,084,597	$135.0m0.77%	0.77%	Added +182.1k	+182,099 20.2%
33	MERCK & CO INC COM MRK	MRK	1,050,056	$134.9m0.77%	0.77%	Added +349.0k	+348,964 49.8%
34	JOHNSON & JOHNSON COM JNJ	JNJ	524,387	$133.2m0.76%	0.76%	Added +243.7k	+243,739 86.8%
35	UBER TECHNOLOGIES INC COM UBER	UBER	1,796,838	$129.7m0.74%	0.74%	Reduced -467.8k	-467,792 -20.7%
36	ARISTA NETWORKS INC COM SHS ANET	ANET	754,422	$128.2m0.73%	0.73%	Reduced -55.1k	-55,140 -6.8%
37	FASTENAL CO COM FAST	FAST	2,644,825	$127.0m0.72%	0.72%	Reduced -411.6k	-411,570 -13.5%
38	LPL FINL HLDGS INC COM LPLA	LPLA	447,634	$126.1m0.72%	0.72%	Added +39.3k	+39,333 9.6%
39	AMAZON COM INC COM AMZN	AMZN	525,268	$125.2m0.71%	0.71%	Reduced -72.2k	-72,227 -12.1%
40	CHEMED CORP NEW COM CHE	CHE	267,290	$124.5m0.71%	0.71%	Added +17.2k	+17,167 6.9%
41	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	278,323	$121.8m0.69%	0.69%	Reduced -52.8k	-52,814 -15.9%
42	DECKERS OUTDOOR CORP COM DECK	DECK	1,213,650	$120.5m0.69%	0.69%	Added +10.1k	+10,124 0.8%
43	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	1,313,508	$119.8m0.68%	0.68%	Reduced -10.2k	-10,228 -0.8%
44	COSTCO WHSL CORP NEW COM COST	COST	127,033	$118.8m0.68%	0.68%	Reduced -4.5k	-4,485 -3.4%
45	AMERICAN ELEC PWR CO INC COM AEP	AEP	861,217	$117.8m0.67%	0.67%	Reduced -38.4k	-38,401 -4.3%
46	TJX COS INC NEW COM TJX	TJX	773,709	$117.2m0.67%	0.67%	Reduced -24.0k	-24,041 -3.0%
47	REGENERON PHARMACEUTICALS COM REGN	REGN	186,850	$116.5m0.66%	0.66%	Reduced -51.9k	-51,875 -21.7%
48	AMERIPRISE FINL INC COM AMP	AMP	253,066	$116.1m0.66%	0.66%	Reduced -10.6k	-10,638 -4.0%
49	HENRY JACK & ASSOC INC COM JKHY	JKHY	829,619	$114.3m0.65%	0.65%	Added +148.0k	+148,032 21.7%
50	PACCAR INC COM PCAR	PCAR	950,073	$114.1m0.65%	0.65%	Reduced -98.2k	-98,241 -9.4%
51	QUALCOMM INC COM QCOM	QCOM	605,588	$111.9m0.64%	0.64%	Reduced -208.5k	-208,500 -25.6%
52	MSC INDL DIRECT INC CL A MSM	MSM	926,830	$110.2m0.63%	0.63%	Reduced -49.8k	-49,801 -5.1%
53	MARSH & MCLENNAN COS INC COM MRSH	MRSH	635,153	$105.9m0.60%	0.60%	Reduced -9.0k	-9,017 -1.4%
54	HCA HEALTHCARE INC COM HCA	HCA	268,670	$104.8m0.60%	0.60%	Reduced -144.2k	-144,227 -34.9%
55	MANHATTAN ASSOCIATES INC COM MANH	MANH	742,409	$103.4m0.59%	0.59%	Added +281.9k	+281,948 61.2%
56	COLUMBIA BKG SYS INC COM COLB	COLB	3,143,704	$100.8m0.57%	0.57%	Added +612.4k	+612,425 24.2%
57	METLIFE INC COM MET	MET	1,189,227	$100.6m0.57%	0.57%	Reduced -15.4k	-15,450 -1.3%
58	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	464,094	$100.5m0.57%	0.57%	Reduced -114.4k	-114,438 -19.8%
59	AMERICAN EXPRESS CO COM AXP	AXP	293,381	$99.2m0.56%	0.56%	Reduced -55.7k	-55,745 -16.0%
60	BANK AMERICA CORP COM BAC	BAC	1,713,110	$97.6m0.56%	0.56%	Reduced -74.8k	-74,843 -4.2%
61	NVR INC COM NVR	NVR	14,305	$97.5m0.55%	0.55%	Reduced -2.1k	-2,054 -12.6%
62	HASBRO INC COM HAS	HAS	1,174,887	$97.0m0.55%	0.55%	Added +810	+810 0.1%
63	VERISIGN INC COM VRSN	VRSN	384,744	$96.8m0.55%	0.55%	Reduced -28.5k	-28,533 -6.9%
64	ULTA BEAUTY INC COM ULTA	ULTA	213,017	$96.1m0.55%	0.55%	Reduced -744	-744 -0.3%
65	COPART INC COM CPRT	CPRT	3,394,252	$95.7m0.54%	0.54%	Reduced -10.9k	-10,946 -0.3%
66	LINDE PLC SHS LIN	LIN	183,283	$95.1m0.54%	0.54%	Added +22.5k	+22,474 14.0%
67	US BANCORP DEL COM NEW USB	USB	1,541,824	$93.1m0.53%	0.53%	Reduced -110.1k	-110,120 -6.7%
68	MAGNOLIA OIL & GAS CORP CL A MGY	MGY	3,569,975	$91.3m0.52%	0.52%	Reduced -705.5k	-705,534 -16.5%
69	WATERS CORP COM WAT	WAT	237,909	$89.2m0.51%	0.51%	Added +13.5k	+13,478 6.0%
70	IDEXX LABS INC COM IDXX	IDXX	168,822	$88.9m0.51%	0.51%	Reduced -5.8k	-5,780 -3.3%
71	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	2,540,099	$86.4m0.49%	0.49%	Reduced -82.0k	-82,007 -3.1%
72	PHILIP MORRIS INTL INC COM PM	PM	477,291	$86.3m0.49%	0.49%	Reduced -49.0k	-48,967 -9.3%
73	HALOZYME THERAPEUTICS INC COM HALO	HALO	1,098,532	$86.0m0.49%	0.49%	Reduced -39.8k	-39,845 -3.5%
74	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	171,736	$85.9m0.49%	0.49%	Reduced -57.4k	-57,355 -25.0%
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	1,999,325	$84.7m0.48%	0.48%	Reduced -105.3k	-105,326 -5.0%
76	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	905,348	$83.4m0.47%	0.47%	Reduced -69.4k	-69,428 -7.1%
77	SCOTTS MIRACLE-GRO CO CL A SMG	SMG	1,223,231	$83.3m0.47%	0.47%	Added +400.0k	+400,048 48.6%
78	VERISK ANALYTICS INC COM VRSK	VRSK	461,852	$82.9m0.47%	0.47%	Added +7.7k	+7,705 1.7%
79	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	150,644	$81.6m0.46%	0.46%	Added +30.0k	+29,962 24.8%
80	ENTERGY CORP NEW COM ETR	ETR	696,434	$80.0m0.46%	0.46%	Reduced -161.7k	-161,747 -18.9%
81	AT&T INC COM T	T	3,800,649	$78.7m0.45%	0.45%	Reduced -319.9k	-319,943 -7.8%
82	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	416,673	$78.5m0.45%	0.45%	Added +33.5k	+33,450 8.7%
83	BOOKING HOLDINGS INC COM BKNG	BKNG	437,795	$78.0m0.44%	0.44%	Reduced -342.8k	-342,830 -43.9%
84	ZOETIS INC CL A ZTS	ZTS	1,069,488	$76.9m0.44%	0.44%	Reduced -11.1k	-11,146 -1.0%
85	EAGLE MATLS INC COM EXP	EXP	333,220	$75.0m0.43%	0.43%	Reduced -12.3k	-12,330 -3.6%
86	HESS MIDSTREAM LP CL A SHS HESM	HESM	1,945,456	$73.1m0.42%	0.42%	Reduced -136.4k	-136,365 -6.5%
87	ALPHABET INC CAP STK CL C GOOG	GOOG	205,756	$72.7m0.41%	0.41%	Reduced -99.2k	-99,162 -32.5%
88	TKO GROUP HOLDINGS INC CL A TKO	TKO	360,614	$72.6m0.41%	0.41%	Reduced -10.4k	-10,448 -2.8%
89	CHEVRON CORP NEW COM CVX	CVX	425,319	$70.5m0.40%	0.40%	Reduced -142.9k	-142,867 -25.1%
90	COCA-COLA EUROPACIFIC PARTNE SHS CCEP	CCEP	701,290	$70.2m0.40%	0.40%	Reduced -338.0k	-338,044 -32.5%
91	APPLOVIN CORP COM CL A APP	APP	133,621	$68.8m0.39%	0.39%	Reduced -24.4k	-24,396 -15.4%
92	BEST BUY INC COM BBY	BBY	887,100	$67.3m0.38%	0.38%	Added +119.6k	+119,566 15.6%
93	SONOCO PRODS CO COM SON	SON	1,170,817	$66.0m0.38%	0.38%	New
94	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	1,141,710	$65.8m0.37%	0.37%	Reduced -86.4k	-86,364 -7.0%
95	PFIZER INC COM PFE	PFE	2,723,573	$65.6m0.37%	0.37%	Reduced -131.0k	-131,028 -4.6%
96	NUTRIEN LTD COM NTR	NTR	1,026,955	$64.6m0.37%	0.37%	Reduced -133.3k	-133,287 -11.5%
97	COCA COLA CO COM KO	KO	792,049	$64.4m0.37%	0.37%	Added +38.9k	+38,867 5.2%
98	MCDONALDS CORP COM MCD	MCD	237,621	$64.2m0.37%	0.37%	Added +28.0k	+27,956 13.3%
99	MEDTRONIC PLC SHS MDT	MDT	812,108	$63.5m0.36%	0.36%	Reduced -43.4k	-43,392 -5.1%
100	PINNACLE WEST CAP CORP COM PNW	PNW	588,370	$63.0m0.36%	0.36%	Added +90.1k	+90,139 18.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
IRON MTN INC DEL IRM	IRM	616,513	$63.0m616.5k shares
PAYCHEX INC PAYX	PAYX	516,948	$47.6m516.9k shares
HONEYWELL INTL INC		73,700	$33.3m73.7k shares
EPAM SYS INC EPAM	EPAM	187,134	$25.3m187.1k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	45,214	$22.2m45.2k shares
AMPHASTAR PHARMACEUTICALS IN AMPH	AMPH	898,895	$17.6m898.9k shares
UNION PAC CORP UNP	UNP	66,008	$16.0m66.0k shares
NEWMONT CORP NEM	NEM	67,914	$7.4m67.9k shares
ISHARES TR IWD	IWD	10,432	$2.2m10.4k shares
ENBRIDGE INC ENB	ENB	30,013	$1.6m30.0k shares
WORKDAY INC WDAY	WDAY	10,259	$1.3m10.3k shares
BALL CORP BALL	BALL	21,113	$1.2m21.1k shares
MADISON SQUARE GARDEN ENTMT MSGE	MSGE	20,577	$1.2m20.6k shares
CHARLES RIV LABS INTL INC CRL	CRL	6,308	$1.1m6.3k shares
VONTIER CORPORATION VNT	VNT	25,694	$911.4k25.7k shares
BANCORP INC DEL TBBK	TBBK	14,930	$802.2k14.9k shares
MORNINGSTAR INC MORN	MORN	4,547	$768.7k4.5k shares
MONARCH CASINO & RESORT INC MCRI	MCRI	3,035	$290.1k3.0k shares
MANULIFE FINL CORP MFC	MFC	8,383	$288.7k8.4k shares
BRITISH AMERN TOB PLC BTI	BTI	4,823	$282.0k4.8k shares
EQUINOR ASA EQNR	EQNR	6,291	$265.5k6.3k shares
GSK PLC GSK	GSK	4,379	$241.7k4.4k shares
SANOFI SNY	SNY	4,996	$240.7k5.0k shares
NOVARTIS AG NVS	NVS	1,525	$232.9k1.5k shares