Filed: 2/4/2025ACC: 0001749768-25-000039
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 312 equity positions with a total reported market value of $22.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
312
Positions
$22.08B
Total AUM (reported)
209.27M
Total Shares
Allocation by class
COMMON STOCK$21.41B97.0%
ADR$397.79M1.8%
REIT$274.84M1.2%
Portfolio Concentration
Top 3$2.65B12.0%
4–10$3.51B15.9%
11–25$5.18B23.5%
Rest$10.73B48.6%
Top 3 weight
12.0%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 209.27M
Sole
Full voting authority
178.53M
shares
% of voting shares85.3%
Shared
Joint voting authority
25.23K
shares
% of voting shares0.0%
None
No voting authority
30.72M
shares
% of voting shares14.7%
Investment Discretion (by position count)
Sole0
Shared0
Other312
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings312
Rows:
Microsoft Corp
DFNDShares2.37M
TypeSH
Market value$997.70M
4.52%
Sole
1.88M
Shared
802.00
None
488.38K
Linde PLC
DFNDShares2.25M
TypeSH
Market value$940.85M
4.26%
Sole
1.84M
Shared
630.00
None
412.67K
NVIDIA Corp
DFNDShares5.33M
TypeSH
Market value$714.31M
3.23%
Sole
4.28M
Shared
1.85K
None
1.04M
Xylem Inc/NY
DFNDShares5.56M
TypeSH
Market value$644.04M
2.92%
Sole
4.60M
Shared
1.11K
None
962.25K
American Water Works Co Inc
DFNDShares4.64M
TypeSH
Market value$576.33M
2.61%
Sole
3.94M
Shared
0.00
None
700.44K
Pentair PLC
DFNDShares5.06M
TypeSH
Market value$508.43M
2.30%
Sole
4.07M
Shared
0.00
None
987.57K
RenaissanceRe Holdings Ltd
DFNDShares1.88M
TypeSH
Market value$466.97M
2.11%
Sole
1.49M
Shared
796.00
None
391.24K
TE Connectivity PLC
DFNDShares3.17M
TypeSH
Market value$452.02M
2.05%
Sole
2.40M
Shared
1.22K
None
769.55K
Mastercard Inc
DFNDShares828.54K
TypeSH
Market value$434.91M
1.97%
Sole
699.39K
Shared
614.00
None
128.54K
Hubbell Inc
DFNDShares1.02M
TypeSH
Market value$428.30M
1.94%
Sole
799.96K
Shared
394.00
None
223.77K
Applied Materials Inc
DFNDShares2.62M
TypeSH
Market value$424.99M
1.92%
Sole
2M
Shared
984.00
None
620.77K
Veralto Corp
DFNDShares3.99M
TypeSH
Market value$405.59M
1.84%
Sole
3.07M
Shared
0.00
None
915.15K
Boston Scientific Corp
DFNDShares4.51M
TypeSH
Market value$401.14M
1.82%
Sole
3.78M
Shared
3.35K
None
722.66K
Agilent Technologies Inc
DFNDShares2.83M
TypeSH
Market value$380.11M
1.72%
Sole
1.89M
Shared
0.00
None
941.37K
IDEX Corp
DFNDShares1.80M
TypeSH
Market value$376.63M
1.71%
Sole
1.53M
Shared
0.00
None
269.63K
Cadence Design Systems Inc
DFNDShares1.24M
TypeSH
Market value$370.61M
1.68%
Sole
1.08M
Shared
735.00
None
153.82K
Cintas Corp
DFNDShares1.86M
TypeSH
Market value$338.79M
1.53%
Sole
1.59M
Shared
864.00
None
264.76K
Oracle Corp
DFNDShares2.02M
TypeSH
Market value$336.02M
1.52%
Sole
1.74M
Shared
1.29K
None
280.76K
Waste Management Inc
DFNDShares1.63M
TypeSH
Market value$329.59M
1.49%
Sole
1.05M
Shared
0.00
None
584.47K
Marsh & McLennan Cos Inc
DFNDShares1.55M
TypeSH
Market value$328.25M
1.49%
Sole
1.31M
Shared
1.17K
None
244.33K
Thermo Fisher Scientific Inc
DFNDShares624.09K
TypeSH
Market value$323.64M
1.47%
Sole
521.42K
Shared
463.00
None
102.21K
Visa Inc
DFNDShares981.55K
TypeSH
Market value$309.46M
1.40%
Sole
854.31K
Shared
571.00
None
126.66K
Advanced Drainage Systems Inc
DFNDShares2.53M
TypeSH
Market value$291.72M
1.32%
Sole
2.19M
Shared
0.00
None
338.84K
Aptiv PLC
DFNDShares4.77M
TypeSH
Market value$287.85M
1.30%
Sole
3.82M
Shared
1.31K
None
939.14K
Analog Devices Inc
DFNDShares1.32M
TypeSH
Market value$278.93M
1.26%
Sole
1.11M
Shared
973.00
None
205.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpDFND | Common Stock | 2.37M | SH | $997.70M 4.52% | 1.88M | 802.00 | 488.38K |
Linde PLCDFND | Common Stock | 2.25M | SH | $940.85M 4.26% | 1.84M | 630.00 | 412.67K |
NVIDIA CorpDFND | Common Stock | 5.33M | SH | $714.31M 3.23% | 4.28M | 1.85K | 1.04M |
Xylem Inc/NYDFND | Common Stock | 5.56M | SH | $644.04M 2.92% | 4.60M | 1.11K | 962.25K |
American Water Works Co IncDFND | Common Stock | 4.64M | SH | $576.33M 2.61% | 3.94M | 0.00 | 700.44K |
Pentair PLCDFND | Common Stock | 5.06M | SH | $508.43M 2.30% | 4.07M | 0.00 | 987.57K |
RenaissanceRe Holdings LtdDFND | Common Stock | 1.88M | SH | $466.97M 2.11% | 1.49M | 796.00 | 391.24K |
TE Connectivity PLCDFND | Common Stock | 3.17M | SH | $452.02M 2.05% | 2.40M | 1.22K | 769.55K |
Mastercard IncDFND | Common Stock | 828.54K | SH | $434.91M 1.97% | 699.39K | 614.00 | 128.54K |
Hubbell IncDFND | Common Stock | 1.02M | SH | $428.30M 1.94% | 799.96K | 394.00 | 223.77K |
Applied Materials IncDFND | Common Stock | 2.62M | SH | $424.99M 1.92% | 2M | 984.00 | 620.77K |
Veralto CorpDFND | Common Stock | 3.99M | SH | $405.59M 1.84% | 3.07M | 0.00 | 915.15K |
Boston Scientific CorpDFND | Common Stock | 4.51M | SH | $401.14M 1.82% | 3.78M | 3.35K | 722.66K |
Agilent Technologies IncDFND | Common Stock | 2.83M | SH | $380.11M 1.72% | 1.89M | 0.00 | 941.37K |
IDEX CorpDFND | Common Stock | 1.80M | SH | $376.63M 1.71% | 1.53M | 0.00 | 269.63K |
Cadence Design Systems IncDFND | Common Stock | 1.24M | SH | $370.61M 1.68% | 1.08M | 735.00 | 153.82K |
Cintas CorpDFND | Common Stock | 1.86M | SH | $338.79M 1.53% | 1.59M | 864.00 | 264.76K |
Oracle CorpDFND | Common Stock | 2.02M | SH | $336.02M 1.52% | 1.74M | 1.29K | 280.76K |
Waste Management IncDFND | Common Stock | 1.63M | SH | $329.59M 1.49% | 1.05M | 0.00 | 584.47K |
Marsh & McLennan Cos IncDFND | Common Stock | 1.55M | SH | $328.25M 1.49% | 1.31M | 1.17K | 244.33K |
Thermo Fisher Scientific IncDFND | Common Stock | 624.09K | SH | $323.64M 1.47% | 521.42K | 463.00 | 102.21K |
Visa IncDFND | Common Stock | 981.55K | SH | $309.46M 1.40% | 854.31K | 571.00 | 126.66K |
Advanced Drainage Systems IncDFND | Common Stock | 2.53M | SH | $291.72M 1.32% | 2.19M | 0.00 | 338.84K |
Aptiv PLCDFND | Common Stock | 4.77M | SH | $287.85M 1.30% | 3.82M | 1.31K | 939.14K |
Analog Devices IncDFND | Common Stock | 1.32M | SH | $278.93M 1.26% | 1.11M | 973.00 | 205.77K |
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