Epoch Investment Partners
Epoch Investment Partners reported 220 stocks worth $17.6B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (2.9%), AAPL (2.6%) and AVGO (2.0%). Compared with Q1 2026, the fund opened new positions in SON, added to NVDA, AAPL and MSFT, trimmed AVGO, ABBV and AMAT and sold out of IRM, PAYX and EPAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $504M | 2.9% | 2.5M | +401K (+19%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $456M | 2.6% | 1.6M | +344K (+28%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $351M | 2.0% | 930K | −90K (−9%) | 8 of 8 | |
| 4 |  ABBV Abbvie Inc | $346M | 2.0% | 1.4M | −130K (−9%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $338M | 1.9% | 907K | +118K (+15%) | 8 of 8 | |
| 6 |  AMAT Applied Matls Inc | $333M | 1.9% | 460K | −200K (−30%) | 8 of 8 | |
| 7 |  KLAC Kla Corp | $299M | 1.7% | 991K | +880K (+799%) | 8 of 8 | |
| 8 |  LRCX Lam Research Corp | $257M | 1.5% | 593K | −40K (−6%) | 7 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $255M | 1.4% | 2.2M | −477K (−18%) | 8 of 8 | |
| 10 |  DELL Dell Technologies Inc | $229M | 1.3% | 531K | −433K (−45%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IRM Iron Mtn Inc New | $63M | 617K |
 PAYX Paychex Inc | $47.6M | 517K |
HONEYWELL INTL INC | $33.3M | 147K |
 EPAM Epam Sys Inc | $25.3M | 187K |
 TMO Thermo Fisher Scientific Inc | $22.2M | 45K |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Epoch Investment Partners 13F FAQ
What does Epoch Investment Partners own?
Epoch Investment Partners reported 220 stocks worth $17.6B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (2.9%), AAPL (2.6%) and AVGO (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did Epoch Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 60 added to, 149 trimmed and 24 sold out. New positions include SON. It sold all of IRM, PAYX and EPAM.
When will Epoch Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Epoch Investment Partners's portfolio worth?
The Q2 2026 filing reports $17.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.