Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Dickinson Andrew D | Chief Financial Officer | 2026-08-17 | 3,000 | $415,080 |
| Mercier Johanna | Chief Comm & Corp Aff Officer | 2026-08-17 | 23,110 | $1,540,050 |
| Mercier Johanna | Chief Comm & Corp Aff Officer | 2026-08-17 | 1,890 | $136,723 |
| Mercier Johanna | Chief Comm & Corp Aff Officer | 2026-08-17 | 16,530 | $2,270,643 |
| Mercier Johanna | Chief Comm & Corp Aff Officer | 2026-08-17 | 11,470 | $1,583,265 |
| Cain Wettan Keeley M | EVP Gen Counsel, Legal & Comp | 2026-08-10 | 6,002 | $0 |
| Cain Wettan Keeley M | EVP Gen Counsel, Legal & Comp | 2026-08-10 | 2,908 | $386,938 |
| O'Day Daniel Patrick | Chairman & CEO | 2026-08-03 | 6,700 | $868,711 |
| O'Day Daniel Patrick | Chairman & CEO | 2026-08-03 | 7,700 | $1,007,177 |
| O'Day Daniel Patrick | Chairman & CEO | 2026-08-03 | 600 | $78,806 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $2,775,128,219. | 2026-06-30 |
| JPMORGAN CHASE & CO | JPMORGAN CHASE & CO opened a new position worth $1,049,044. | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP opened a new position worth $121,274,271. | 2026-06-30 |
| Jones Hill Capital LP | Jones Hill Capital LP opened a new position worth $43,340,053. | 2026-06-30 |
| Sofinnova Investments, Inc. | Sofinnova Investments, Inc. opened a new position worth $43,347,254. | 2026-06-30 |
| Erste Asset Management GmbH | Erste Asset Management GmbH increased this position by 27805% ($192,921 -> $53,834,238). | 2026-06-30 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND increased this position by 133% ($36,216,033 -> $84,478,883). | 2026-06-30 |
| Vontobel Holding Ltd. | Vontobel Holding Ltd. increased this position by 889% ($11,041,728 -> $109,225,984). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $10,245,129,674 | 81,091,734 |
| FMR LLC | $5,788,095,096 | 45,813,638 |
| Capital World Investors | $5,178,544,683 | 40,988,975 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4,461,844,666 | 35,316,168 |
| GEODE CAPITAL MANAGEMENT, LLC | $3,278,964,370 | 25,976,155 |
| Dodge & Cox | $2,991,423,815 | 23,677,567 |
| NORGES BANK | $2,775,128,219 | 21,965,555 |
| Capital Research Global Investors | $2,450,148,913 | 19,393,296 |
| WELLINGTON MANAGEMENT GROUP LLP | $1,487,318,067 | 11,772,345 |
| VANGUARD FIDUCIARY TRUST CO | $880,845,891 | 6,972,027 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page follows Epoch Investment Partners, Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity holdings as of a quarter-end snapshot, giving a running record of where the firm has been adding, trimming, or starting new stakes over time. Because 13F filings only … Read more