Epoch Investment Partners, Inc.
Long Only Manager
Epoch Investment Partners, Inc. is a Long Only Manager based in Dallas, TX led by Bruce Cooper, reporting $33.1B in AUM as of Q3 2025 with MSFT as the largest holding (3% allocation).
CEOBruce Cooper
- Portfolio Value
- $18.2B
- Positions
- 274
- Top Holding
- MSFT at 2.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Epoch Investment Partners, Inc.'s portfolio (18.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $468.4M | 2.57% | -$93.9M Sold | 0.01% 904.4K shares | |
Semiconductors Technology | $435.2M | 2.39% | -$90.8M Sold | 0.03% 1.3M shares | |
Internet Content & Information Communication Services | $423.8M | 2.33% | -$124.9M Sold | 0.02% 577.1K shares | |
Semiconductors Technology | $360.8M | 1.98% | +$73.4M Bought | 0.01% 1.9M shares | |
Drug Manufacturers - General Healthcare | $346.6M | 1.90% | +$32.0M Bought | 0.08% 1.5M shares | |
Banks - Diversified Financial Services | $308.4M | 1.69% | -$126.5M Sold | 0.04% 977.8K shares | |
Consumer Electronics Technology | $277.8M | 1.53% | +$65.9M Bought | 0.01% 1.1M shares | |
Semiconductors Technology | $252.5M | 1.39% | -$13.8M Sold | 0.15% 1.2M shares | |
Software - Application Technology | $247.6M | 1.36% | -$9.6M Sold | 0.12% 2.5M shares | |
Semiconductors Technology | $238.7M | 1.31% | -$27.4M Sold | 0.17% 221.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Epoch Investment Partners, Inc.'s latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Epoch Investment Partners, Inc.
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