Filed: 11/6/2025ACC: 0001749768-25-000052
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 275 equity positions with a total reported market value of $17.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
275
Positions
$17.14B
Total AUM (reported)
149.49M
Total Shares
Allocation by class
COMMON STOCK$16.75B97.7%
ADR$278.69M1.6%
REIT$110.48M0.6%
Portfolio Concentration
Top 3$2.50B14.6%
4–10$2.93B17.1%
11–25$3.94B23.0%
Rest$7.77B45.4%
Top 3 weight
14.6%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 149.49M
Sole
Full voting authority
123.47M
shares
% of voting shares82.6%
Shared
Joint voting authority
30.45K
shares
% of voting shares0.0%
None
No voting authority
25.99M
shares
% of voting shares17.4%
Investment Discretion (by position count)
Sole0
Shared0
Other275
Dominant voting typeSole · 82.6% of voting shares
Institutional Holdings275
Rows:
Linde PLC
DFNDShares1.91M
TypeSH
Market value$906.69M
5.29%
Sole
1.49M
Shared
661.00
None
421.43K
Microsoft Corp
DFNDShares1.56M
TypeSH
Market value$806.97M
4.71%
Sole
1.05M
Shared
881.00
None
505.96K
Xylem Inc/NY
DFNDShares5.32M
TypeSH
Market value$782.91M
4.57%
Sole
4.05M
Shared
1.58K
None
1.27M
NVIDIA Corp
DFNDShares3.18M
TypeSH
Market value$593.32M
3.46%
Sole
2.12M
Shared
2.01K
None
1.06M
Veralto Corp
DFNDShares3.84M
TypeSH
Market value$408.50M
2.38%
Sole
3.06M
Shared
0.00
None
782.78K
Hubbell Inc
DFNDShares937.14K
TypeSH
Market value$402.38M
2.35%
Sole
608.41K
Shared
523.00
None
328.20K
Pentair PLC
DFNDShares3.59M
TypeSH
Market value$396.31M
2.31%
Sole
3M
Shared
0.00
None
583.12K
Aptiv PLC
DFNDShares4.52M
TypeSH
Market value$389.99M
2.28%
Sole
3.04M
Shared
2.47K
None
1.48M
Agilent Technologies Inc
DFNDShares2.96M
TypeSH
Market value$380.15M
2.22%
Sole
2.15M
Shared
0.00
None
807.29K
A O Smith Corp
DFNDShares4.85M
TypeSH
Market value$356.05M
2.08%
Sole
4.32M
Shared
0.00
None
528.43K
Advanced Drainage Systems Inc
DFNDShares2.50M
TypeSH
Market value$345.79M
2.02%
Sole
2.18M
Shared
0.00
None
323.59K
IDEX Corp
DFNDShares1.96M
TypeSH
Market value$319.14M
1.86%
Sole
1.75M
Shared
0.00
None
207.06K
RenaissanceRe Holdings Ltd
DFNDShares1.22M
TypeSH
Market value$309.90M
1.81%
Sole
787.91K
Shared
777.00
None
431.74K
Synopsys Inc
DFNDShares621.91K
TypeSH
Market value$305.51M
1.78%
Sole
421.45K
Shared
0.00
None
200.46K
Marvell Technology Inc
DFNDShares3.63M
TypeSH
Market value$304.26M
1.78%
Sole
2.56M
Shared
1.33K
None
1.06M
KLA Corp
DFNDShares252.19K
TypeSH
Market value$271.23M
1.58%
Sole
219.48K
Shared
0.00
None
32.71K
eBay Inc
DFNDShares2.81M
TypeSH
Market value$255.84M
1.49%
Sole
1.63M
Shared
2.15K
None
1.18M
Zoetis Inc
DFNDShares1.69M
TypeSH
Market value$247.82M
1.45%
Sole
1.08M
Shared
1.04K
None
611.25K
Carrier Global Corp
DFNDShares4.15M
TypeSH
Market value$246.71M
1.44%
Sole
3.11M
Shared
0.00
None
1.04M
Waste Management Inc
DFNDShares1.12M
TypeSH
Market value$246.68M
1.44%
Sole
706.17K
Shared
0.00
None
410.91K
American Water Works Co Inc
DFNDShares1.73M
TypeSH
Market value$240.66M
1.40%
Sole
1.61M
Shared
0.00
None
117.27K
Applied Materials Inc
DFNDShares1.08M
TypeSH
Market value$221.08M
1.29%
Sole
627.85K
Shared
822.00
None
451.16K
Cintas Corp
DFNDShares1.04M
TypeSH
Market value$213.31M
1.24%
Sole
649.54K
Shared
1K
None
388.68K
Watts Water Technologies Inc
DFNDShares745.62K
TypeSH
Market value$207.49M
1.21%
Sole
639.07K
Shared
0.00
None
106.55K
Cia de Saneamento Basico do Es
DFNDShares8.20M
TypeSH
Market value$203.34M
1.19%
Sole
7.87M
Shared
0.00
None
336.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Linde PLCDFND | Common Stock | 1.91M | SH | $906.69M 5.29% | 1.49M | 661.00 | 421.43K |
Microsoft CorpDFND | Common Stock | 1.56M | SH | $806.97M 4.71% | 1.05M | 881.00 | 505.96K |
Xylem Inc/NYDFND | Common Stock | 5.32M | SH | $782.91M 4.57% | 4.05M | 1.58K | 1.27M |
NVIDIA CorpDFND | Common Stock | 3.18M | SH | $593.32M 3.46% | 2.12M | 2.01K | 1.06M |
Veralto CorpDFND | Common Stock | 3.84M | SH | $408.50M 2.38% | 3.06M | 0.00 | 782.78K |
Hubbell IncDFND | Common Stock | 937.14K | SH | $402.38M 2.35% | 608.41K | 523.00 | 328.20K |
Pentair PLCDFND | Common Stock | 3.59M | SH | $396.31M 2.31% | 3M | 0.00 | 583.12K |
Aptiv PLCDFND | Common Stock | 4.52M | SH | $389.99M 2.28% | 3.04M | 2.47K | 1.48M |
Agilent Technologies IncDFND | Common Stock | 2.96M | SH | $380.15M 2.22% | 2.15M | 0.00 | 807.29K |
A O Smith CorpDFND | Common Stock | 4.85M | SH | $356.05M 2.08% | 4.32M | 0.00 | 528.43K |
Advanced Drainage Systems IncDFND | Common Stock | 2.50M | SH | $345.79M 2.02% | 2.18M | 0.00 | 323.59K |
IDEX CorpDFND | Common Stock | 1.96M | SH | $319.14M 1.86% | 1.75M | 0.00 | 207.06K |
RenaissanceRe Holdings LtdDFND | Common Stock | 1.22M | SH | $309.90M 1.81% | 787.91K | 777.00 | 431.74K |
Synopsys IncDFND | Common Stock | 621.91K | SH | $305.51M 1.78% | 421.45K | 0.00 | 200.46K |
Marvell Technology IncDFND | Common Stock | 3.63M | SH | $304.26M 1.78% | 2.56M | 1.33K | 1.06M |
KLA CorpDFND | Common Stock | 252.19K | SH | $271.23M 1.58% | 219.48K | 0.00 | 32.71K |
eBay IncDFND | Common Stock | 2.81M | SH | $255.84M 1.49% | 1.63M | 2.15K | 1.18M |
Zoetis IncDFND | Common Stock | 1.69M | SH | $247.82M 1.45% | 1.08M | 1.04K | 611.25K |
Carrier Global CorpDFND | Common Stock | 4.15M | SH | $246.71M 1.44% | 3.11M | 0.00 | 1.04M |
Waste Management IncDFND | Common Stock | 1.12M | SH | $246.68M 1.44% | 706.17K | 0.00 | 410.91K |
American Water Works Co IncDFND | Common Stock | 1.73M | SH | $240.66M 1.40% | 1.61M | 0.00 | 117.27K |
Applied Materials IncDFND | Common Stock | 1.08M | SH | $221.08M 1.29% | 627.85K | 822.00 | 451.16K |
Cintas CorpDFND | Common Stock | 1.04M | SH | $213.31M 1.24% | 649.54K | 1K | 388.68K |
Watts Water Technologies IncDFND | Common Stock | 745.62K | SH | $207.49M 1.21% | 639.07K | 0.00 | 106.55K |
Cia de Saneamento Basico do EsDFND | ADR | 8.20M | SH | $203.34M 1.19% | 7.87M | 0.00 | 336.64K |
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