Filed: 4/29/2025ACC: 0001749768-25-000042
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 295 equity positions with a total reported market value of $16.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
295
Positions
$16.61B
Total AUM (reported)
175.43M
Total Shares
Allocation by class
COMMON STOCK$16.08B96.9%
ADR$266.66M1.6%
REIT$255.21M1.5%
TRACKING STK$637.3K0.0%
Portfolio Concentration
Top 3$2.10B12.7%
4–10$2.67B16.1%
11–25$3.72B22.4%
Rest$8.11B48.9%
Top 3 weight
12.7%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 175.43M
Sole
Full voting authority
145.76M
shares
% of voting shares83.1%
Shared
Joint voting authority
29.87K
shares
% of voting shares0.0%
None
No voting authority
29.64M
shares
% of voting shares16.9%
Investment Discretion (by position count)
Sole0
Shared0
Other295
Dominant voting typeSole · 83.1% of voting shares
Institutional Holdings295
Rows:
Linde PLC
DFNDShares1.79M
TypeSH
Market value$834.35M
5.02%
Sole
1.38M
Shared
623.00
None
410.16K
Microsoft Corp
DFNDShares1.85M
TypeSH
Market value$691.74M
4.17%
Sole
1.27M
Shared
893.00
None
572.36K
Xylem Inc/NY
DFNDShares4.84M
TypeSH
Market value$576.17M
3.47%
Sole
3.72M
Shared
1.47K
None
1.12M
NVIDIA Corp
DFNDShares4.22M
TypeSH
Market value$456.43M
2.75%
Sole
2.96M
Shared
2.17K
None
1.26M
Pentair PLC
DFNDShares4.97M
TypeSH
Market value$433.82M
2.61%
Sole
4.02M
Shared
0.00
None
946.58K
Veralto Corp
DFNDShares3.92M
TypeSH
Market value$381.69M
2.30%
Sole
3.01M
Shared
0.00
None
911.44K
IDEX Corp
DFNDShares2.01M
TypeSH
Market value$363.16M
2.19%
Sole
1.69M
Shared
0.00
None
320.75K
Waste Management Inc
DFNDShares1.51M
TypeSH
Market value$349.75M
2.11%
Sole
965.56K
Shared
0.00
None
545.16K
Agilent Technologies Inc
DFNDShares2.93M
TypeSH
Market value$342.96M
2.07%
Sole
1.89M
Shared
0.00
None
1.04M
American Water Works Co Inc
DFNDShares2.31M
TypeSH
Market value$340.71M
2.05%
Sole
2.18M
Shared
0.00
None
131.28K
A O Smith Corp
DFNDShares5.19M
TypeSH
Market value$339.12M
2.04%
Sole
4.62M
Shared
0.00
None
568.55K
Advanced Drainage Systems Inc
DFNDShares2.90M
TypeSH
Market value$314.70M
1.90%
Sole
2.54M
Shared
0.00
None
362.04K
Hubbell Inc
DFNDShares919.16K
TypeSH
Market value$303.40M
1.83%
Sole
626.75K
Shared
530.00
None
291.87K
TE Connectivity PLC
DFNDShares1.94M
TypeSH
Market value$273.75M
1.65%
Sole
1.23M
Shared
1.21K
None
715.70K
KLA Corp
DFNDShares389.83K
TypeSH
Market value$264.34M
1.59%
Sole
343.63K
Shared
0.00
None
46.20K
RenaissanceRe Holdings Ltd
DFNDShares1.10M
TypeSH
Market value$262.54M
1.58%
Sole
716.79K
Shared
787.00
None
379.73K
eBay Inc
DFNDShares3.54M
TypeSH
Market value$239.04M
1.44%
Sole
2.34M
Shared
1.38K
None
1.19M
Applied Materials Inc
DFNDShares1.60M
TypeSH
Market value$230.95M
1.39%
Sole
1.02M
Shared
973.00
None
577.32K
Marvell Technology Inc
DFNDShares3.70M
TypeSH
Market value$227.03M
1.37%
Sole
2.53M
Shared
1.35K
None
1.17M
Mettler-Toledo International I
DFNDShares191.47K
TypeSH
Market value$226.11M
1.36%
Sole
116.48K
Shared
0.00
None
74.99K
Watts Water Technologies Inc
DFNDShares1.11M
TypeSH
Market value$225.55M
1.36%
Sole
959.84K
Shared
0.00
None
149.69K
Synopsys Inc
DFNDShares483.22K
TypeSH
Market value$207.23M
1.25%
Sole
303.35K
Shared
0.00
None
179.87K
Carrier Global Corp
DFNDShares3.27M
TypeSH
Market value$207.00M
1.25%
Sole
2.36M
Shared
0.00
None
902.58K
Texas Instruments Inc
DFNDShares1.12M
TypeSH
Market value$201.93M
1.22%
Sole
722.76K
Shared
0.00
None
400.93K
Aptiv PLC
DFNDShares3.31M
TypeSH
Market value$196.89M
1.19%
Sole
2.44M
Shared
1.31K
None
876.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Linde PLCDFND | Common Stock | 1.79M | SH | $834.35M 5.02% | 1.38M | 623.00 | 410.16K |
Microsoft CorpDFND | Common Stock | 1.85M | SH | $691.74M 4.17% | 1.27M | 893.00 | 572.36K |
Xylem Inc/NYDFND | Common Stock | 4.84M | SH | $576.17M 3.47% | 3.72M | 1.47K | 1.12M |
NVIDIA CorpDFND | Common Stock | 4.22M | SH | $456.43M 2.75% | 2.96M | 2.17K | 1.26M |
Pentair PLCDFND | Common Stock | 4.97M | SH | $433.82M 2.61% | 4.02M | 0.00 | 946.58K |
Veralto CorpDFND | Common Stock | 3.92M | SH | $381.69M 2.30% | 3.01M | 0.00 | 911.44K |
IDEX CorpDFND | Common Stock | 2.01M | SH | $363.16M 2.19% | 1.69M | 0.00 | 320.75K |
Waste Management IncDFND | Common Stock | 1.51M | SH | $349.75M 2.11% | 965.56K | 0.00 | 545.16K |
Agilent Technologies IncDFND | Common Stock | 2.93M | SH | $342.96M 2.07% | 1.89M | 0.00 | 1.04M |
American Water Works Co IncDFND | Common Stock | 2.31M | SH | $340.71M 2.05% | 2.18M | 0.00 | 131.28K |
A O Smith CorpDFND | Common Stock | 5.19M | SH | $339.12M 2.04% | 4.62M | 0.00 | 568.55K |
Advanced Drainage Systems IncDFND | Common Stock | 2.90M | SH | $314.70M 1.90% | 2.54M | 0.00 | 362.04K |
Hubbell IncDFND | Common Stock | 919.16K | SH | $303.40M 1.83% | 626.75K | 530.00 | 291.87K |
TE Connectivity PLCDFND | Common Stock | 1.94M | SH | $273.75M 1.65% | 1.23M | 1.21K | 715.70K |
KLA CorpDFND | Common Stock | 389.83K | SH | $264.34M 1.59% | 343.63K | 0.00 | 46.20K |
RenaissanceRe Holdings LtdDFND | Common Stock | 1.10M | SH | $262.54M 1.58% | 716.79K | 787.00 | 379.73K |
eBay IncDFND | Common Stock | 3.54M | SH | $239.04M 1.44% | 2.34M | 1.38K | 1.19M |
Applied Materials IncDFND | Common Stock | 1.60M | SH | $230.95M 1.39% | 1.02M | 973.00 | 577.32K |
Marvell Technology IncDFND | Common Stock | 3.70M | SH | $227.03M 1.37% | 2.53M | 1.35K | 1.17M |
Mettler-Toledo International IDFND | Common Stock | 191.47K | SH | $226.11M 1.36% | 116.48K | 0.00 | 74.99K |
Watts Water Technologies IncDFND | Common Stock | 1.11M | SH | $225.55M 1.36% | 959.84K | 0.00 | 149.69K |
Synopsys IncDFND | Common Stock | 483.22K | SH | $207.23M 1.25% | 303.35K | 0.00 | 179.87K |
Carrier Global CorpDFND | Common Stock | 3.27M | SH | $207.00M 1.25% | 2.36M | 0.00 | 902.58K |
Texas Instruments IncDFND | Common Stock | 1.12M | SH | $201.93M 1.22% | 722.76K | 0.00 | 400.93K |
Aptiv PLCDFND | Common Stock | 3.31M | SH | $196.89M 1.19% | 2.44M | 1.31K | 876.04K |
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