Epoch Investment Partners, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Epoch Investment Partners, Inc. opened 333 positions, added to 1,936, reduced 2,597 and sold out of 428.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 1,231,865.
- Q2 2026: Stock KLAC; Country of operation United States; Class COM NEW; Shares before 110,231.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 2,120,519.
- Q2 2026: Stock MEDP; Country of operation United States; Class COM; Shares before 140,959.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1305841), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 1,231,865 | 1,576,223 | +344,358 | $312,635,018 | $456,095,887 | +$143,460,869 | 2026-08-13 |
|---|
| Q2 2026 | KLAC
KLA CORP | United States | COM NEW | 110,231 | 990,556 | +880,325 | $162,305,226 | $298,860,650 | +$136,555,424 | 2026-08-13 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 2,120,519 | 2,521,119 | +400,600 | $369,818,513 | $504,450,701 | +$134,632,188 | 2026-08-13 |
|---|
| Q2 2026 | MEDP
MEDPACE HLDGS INC | United States | COM | 140,959 | 266,547 | +125,588 | $67,687,102 | $141,160,626 | +$73,473,524 | 2026-08-13 |
|---|
| Q2 2026 | TXN
TEXAS INSTRS INC | United States | COM | 525,830 | 581,891 | +56,061 | $102,084,637 | $173,444,251 | +$71,359,614 | 2026-08-13 |
|---|
| Q2 2026 | WST
WEST PHARMACEUTICAL SVSC INC | United States | COM | 545,050 | 562,557 | +17,507 | $136,611,332 | $201,957,963 | +$65,346,631 | 2026-08-13 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 280,648 | 524,387 | +243,739 | $68,601,597 | $133,178,566 | +$64,576,969 | 2026-08-13 |
|---|
| Q2 2026 | BKNG
BOOKING HOLDINGS INC | United States | COM | 31,225 | 437,795 | +406,570 | $131,467,242 | $78,032,581 | -$53,434,661 | 2026-08-13 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 701,092 | 1,050,056 | +348,964 | $84,334,357 | $134,932,197 | +$50,597,840 | 2026-08-13 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 788,663 | 906,851 | +118,188 | $291,939,383 | $338,273,560 | +$46,334,177 | 2026-08-13 |
|---|
| Q2 2026 | NXST
NEXSTAR MEDIA GROUP INC | United States | COMMON STOCK | 92,817 | 352,160 | +259,343 | $16,784,098 | $62,892,255 | +$46,108,157 | 2026-08-13 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 902,498 | 1,084,597 | +182,099 | $178,956,328 | $134,967,251 | -$43,989,077 | 2026-08-13 |
|---|
| Q2 2026 | MANH
MANHATTAN ASSOCIATES INC | United States | COM | 460,461 | 742,409 | +281,948 | $61,296,569 | $103,380,453 | +$42,083,884 | 2026-08-13 |
|---|
| Q2 2026 | V
VISA INC | United States | COM CL A | 389,868 | 447,275 | +57,407 | $117,833,704 | $153,455,581 | +$35,621,877 | 2026-08-13 |
|---|
| Q2 2026 | SMG
SCOTTS MIRACLE-GRO CO | United States | CL A | 823,183 | 1,223,231 | +400,048 | $50,057,758 | $83,314,264 | +$33,256,506 | 2026-08-13 |
|---|
| Q2 2026 | COLB
COLUMBIA BKG SYS INC | United States | COM | 2,531,279 | 3,143,704 | +612,425 | $69,432,983 | $100,755,713 | +$31,322,730 | 2026-08-13 |
|---|
| Q2 2026 | CHE
CHEMED CORP NEW | United States | COM | 250,123 | 267,290 | +17,167 | $94,481,463 | $124,487,645 | +$30,006,182 | 2026-08-13 |
|---|
| Q2 2026 | VOYA
VOYA FINANCIAL INC | United States | COM | 189,949 | 469,417 | +279,468 | $12,977,315 | $42,496,322 | +$29,519,007 | 2026-08-13 |
|---|
| Q2 2026 | MTD
METTLER TOLEDO INTERNATIONAL | | COM | 93,270 | 114,970 | +21,700 | $117,632,123 | $146,875,325 | +$29,243,202 | 2026-08-13 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 497,613 | 522,214 | +24,601 | $120,616,415 | $146,851,799 | +$26,235,384 | 2026-08-13 |
|---|
| Q2 2026 | WAT
WATERS CORP | United States | COM | 224,431 | 237,909 | +13,478 | $66,835,552 | $89,225,391 | +$22,389,839 | 2026-08-13 |
|---|
| Q2 2026 | CL
COLGATE PALMOLIVE CO | United States | COM | 178,213 | 403,976 | +225,763 | $15,189,094 | $37,036,520 | +$21,847,426 | 2026-08-13 |
|---|
| Q2 2026 | FTNT
FORTINET INC | United States | COM | 251,658 | 269,112 | +17,454 | $20,565,492 | $41,340,985 | +$20,775,493 | 2026-08-13 |
|---|
| Q2 2026 | JCI
JOHNSON CONTROLS INTERNATION | | SHS | 204,295 | 325,205 | +120,910 | $26,752,430 | $47,515,702 | +$20,763,272 | 2026-08-13 |
|---|
| Q2 2026 | VST
VISTRA CORP | United States | COM | 159,775 | 267,422 | +107,647 | $24,018,977 | $42,421,152 | +$18,402,175 | 2026-08-13 |
|---|
| Q2 2026 | BBY
BEST BUY INC | United States | COM | 767,534 | 887,100 | +119,566 | $49,275,683 | $67,313,148 | +$18,037,465 | 2026-08-13 |
|---|
| Q2 2026 | HRL
HORMEL FOODS CORP | United States | COM | 1,974,985 | 2,461,270 | +486,285 | $44,733,410 | $61,088,721 | +$16,355,311 | 2026-08-13 |
|---|
| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 160,809 | 183,283 | +22,474 | $79,722,669 | $95,112,880 | +$15,390,211 | 2026-08-13 |
|---|
| Q2 2026 | CHRW
C H ROBINSON WORLDWIDE IN | United States | COM NEW | 383,223 | 416,673 | +33,450 | $63,641,843 | $78,476,193 | +$14,834,350 | 2026-08-13 |
|---|
| Q2 2026 | SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 93,927 | 129,210 | +35,283 | $45,546,141 | $59,324,187 | +$13,778,046 | 2026-08-13 |
|---|
| Q2 2026 | ATI
ATI INC | United States | COM | 85,601 | 128,556 | +42,955 | $12,451,521 | $25,338,388 | +$12,886,867 | 2026-08-13 |
|---|
| Q2 2026 | HAS
HASBRO INC | United States | COM | 1,174,077 | 1,174,887 | +810 | $109,893,607 | $97,033,917 | -$12,859,690 | 2026-08-13 |
|---|
| Q2 2026 | PNW
PINNACLE WEST CAP CORP | United States | COM | 498,231 | 588,370 | +90,139 | $50,196,774 | $62,955,590 | +$12,758,816 | 2026-08-13 |
|---|
| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 74,628 | 75,876 | +1,248 | $20,193,591 | $31,536,342 | +$11,342,751 | 2026-08-13 |
|---|
| Q2 2026 | UTHR
UNITED THERAPEUTICS CORP DEL | United States | COM | 120,682 | 150,644 | +29,962 | $71,562,013 | $81,623,439 | +$10,061,426 | 2026-08-13 |
|---|
| Q2 2026 | NI
NISOURCE INC | United States | COM | 1,118,356 | 1,308,412 | +190,056 | $52,182,491 | $62,214,991 | +$10,032,500 | 2026-08-13 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | 753,182 | 792,049 | +38,867 | $57,279,491 | $64,369,822 | +$7,090,331 | 2026-08-13 |
|---|
| Q2 2026 | JKHY
HENRY JACK & ASSOC INC | United States | COM | 681,587 | 829,619 | +148,032 | $107,718,009 | $114,271,722 | +$6,553,713 | 2026-08-13 |
|---|
| Q2 2026 | MTN
VAIL RESORTS INC | United States | COM | 387,454 | 398,151 | +10,697 | $49,718,097 | $54,208,258 | +$4,490,161 | 2026-08-13 |
|---|
| Q2 2026 | DPZ
DOMINOS PIZZA INC | United States | COM | 145,712 | 163,314 | +17,602 | $52,280,008 | $48,347,476 | -$3,932,532 | 2026-08-13 |
|---|
| Q2 2026 | GD
GENERAL DYNAMICS CORP | United States | COM | 84,980 | 93,118 | +8,138 | $29,166,836 | $32,986,120 | +$3,819,284 | 2026-08-13 |
|---|
| Q2 2026 | BJ
BJS WHSL CLUB HLDGS INC | United States | COM | 243,260 | 317,385 | +74,125 | $23,941,650 | $27,682,320 | +$3,740,670 | 2026-08-13 |
|---|
| Q2 2026 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 939,542 | 1,012,637 | +73,095 | $47,390,499 | $51,057,158 | +$3,666,659 | 2026-08-13 |
|---|
| Q2 2026 | PPG
PPG INDS INC | United States | COM | 122,154 | 135,655 | +13,501 | $13,055,819 | $16,453,595 | +$3,397,776 | 2026-08-13 |
|---|
| Q2 2026 | LPLA
LPL FINL HLDGS INC | United States | COM | 408,301 | 447,634 | +39,333 | $122,829,190 | $126,089,545 | +$3,260,355 | 2026-08-13 |
|---|
| Q2 2026 | VRSK
VERISK ANALYTICS INC | United States | COM | 454,147 | 461,852 | +7,705 | $86,174,394 | $82,916,290 | -$3,258,104 | 2026-08-13 |
|---|
| Q2 2026 | AZN
ASTRAZENECA PLC | | ORD | 137,132 | 157,316 | +20,184 | $27,045,174 | $29,830,260 | +$2,785,086 | 2026-08-13 |
|---|
| Q2 2026 | ROL
ROLLINS INC | United States | COM | 1,025,900 | 1,251,740 | +225,840 | $54,793,318 | $52,247,627 | -$2,545,691 | 2026-08-13 |
|---|
| Q2 2026 | O
REALTY INCOME CORP | United States | COM | 696,020 | 717,217 | +21,197 | $42,582,504 | $44,438,765 | +$1,856,261 | 2026-08-13 |
|---|
| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 79,533 | 85,457 | +5,924 | $14,846,425 | $13,387,693 | -$1,458,732 | 2026-08-13 |
|---|
| Q2 2026 | RSG
REPUBLIC SVCS INC | United States | COM | 69,835 | 78,006 | +8,171 | $15,295,262 | $16,621,518 | +$1,326,256 | 2026-08-13 |
|---|
| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 374,011 | 396,647 | +22,636 | $48,973,000 | $50,207,577 | +$1,234,577 | 2026-08-13 |
|---|
| Q2 2026 | WTRG
ESSENTIAL UTILS INC | United States | COM | 1,189,930 | 1,282,362 | +92,432 | $47,918,481 | $49,127,288 | +$1,208,807 | 2026-08-13 |
|---|
| Q2 2026 | AEE
AMEREN CORP | United States | COM | 112,213 | 117,877 | +5,664 | $12,334,453 | $13,324,816 | +$990,363 | 2026-08-13 |
|---|
| Q2 2026 | BLK
BLACKROCK INC | United States | COM | 37,050 | 38,035 | +985 | $35,631,356 | $36,572,934 | +$941,578 | 2026-08-13 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 209,665 | 237,621 | +27,956 | $65,161,786 | $64,231,333 | -$930,453 | 2026-08-13 |
|---|
| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 288,791 | 313,338 | +24,547 | $30,193,100 | $31,108,196 | +$915,096 | 2026-08-13 |
|---|
| Q2 2026 | QXO
QXO INC | United States | COM NEW | 2,096,918 | 2,383,598 | +286,680 | $40,722,148 | $41,188,573 | +$466,425 | 2026-08-13 |
|---|
| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 92,652 | 92,770 | +118 | $17,872,571 | $17,601,252 | -$271,319 | 2026-08-13 |
|---|
| Q2 2026 | BMI
BADGER METER INC | United States | COM | 100,872 | 102,122 | +1,250 | $15,367,849 | $15,152,862 | -$214,987 | 2026-08-13 |
|---|
| Q2 2026 | DECK
DECKERS OUTDOOR CORP | United States | COM | 1,203,526 | 1,213,650 | +10,124 | $120,460,917 | $120,503,309 | +$42,392 | 2026-08-13 |
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