Filed: 1/29/2026ACC: 0001749768-26-000001
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 279 equity positions with a total reported market value of $15.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
279
Positions
$15.98B
Total AUM (reported)
148.48M
Total Shares
Allocation by class
COMMON STOCK$15.62B97.7%
ADR$263.64M1.6%
REIT$98.85M0.6%
Portfolio Concentration
Top 3$2.22B13.9%
4–10$2.58B16.1%
11–25$3.66B22.9%
Rest$7.52B47.1%
Top 3 weight
13.9%
Top 10 weight
30.0%
Voting Authority Distribution
Total shares with voting rights: 148.48M
Sole
Full voting authority
124.47M
shares
% of voting shares83.8%
Shared
Joint voting authority
33.22K
shares
% of voting shares0.0%
None
No voting authority
23.97M
shares
% of voting shares16.1%
Investment Discretion (by position count)
Sole0
Shared0
Other279
Dominant voting typeSole · 83.8% of voting shares
Institutional Holdings279
Rows:
Linde PLC
DFNDShares1.84M
TypeSH
Market value$785.38M
4.91%
Sole
1.44M
Shared
594.00
None
403.81K
Microsoft Corp
DFNDShares1.59M
TypeSH
Market value$769.70M
4.82%
Sole
1.01M
Shared
1.16K
None
583.24K
Xylem Inc/NY
DFNDShares4.88M
TypeSH
Market value$664.72M
4.16%
Sole
3.80M
Shared
1.58K
None
1.08M
NVIDIA Corp
DFNDShares3.03M
TypeSH
Market value$565.89M
3.54%
Sole
1.98M
Shared
2.01K
None
1.05M
Hubbell Inc
DFNDShares820.50K
TypeSH
Market value$364.39M
2.28%
Sole
542.28K
Shared
477.00
None
277.75K
Agilent Technologies Inc
DFNDShares2.60M
TypeSH
Market value$353.18M
2.21%
Sole
1.86M
Shared
0.00
None
735.32K
Pentair PLC
DFNDShares3.31M
TypeSH
Market value$344.82M
2.16%
Sole
2.85M
Shared
0.00
None
459.03K
Aptiv PLC
DFNDShares4.27M
TypeSH
Market value$324.87M
2.03%
Sole
2.90M
Shared
2.47K
None
1.37M
Veralto Corp
DFNDShares3.15M
TypeSH
Market value$313.85M
1.96%
Sole
2.56M
Shared
0.00
None
587.02K
American Water Works Co Inc
DFNDShares2.39M
TypeSH
Market value$311.49M
1.95%
Sole
2.17M
Shared
0.00
None
216.78K
A O Smith Corp
DFNDShares4.65M
TypeSH
Market value$310.96M
1.95%
Sole
4.15M
Shared
0.00
None
498.52K
IDEX Corp
DFNDShares1.71M
TypeSH
Market value$304.07M
1.90%
Sole
1.51M
Shared
0.00
None
195.31K
Advanced Drainage Systems Inc
DFNDShares2.07M
TypeSH
Market value$299.32M
1.87%
Sole
1.88M
Shared
0.00
None
182.35K
eBay Inc
DFNDShares3.13M
TypeSH
Market value$273.04M
1.71%
Sole
1.80M
Shared
2.47K
None
1.33M
RenaissanceRe Holdings Ltd
DFNDShares969.87K
TypeSH
Market value$272.69M
1.71%
Sole
607.27K
Shared
511.00
None
362.09K
Marvell Technology Inc
DFNDShares3.14M
TypeSH
Market value$267.05M
1.67%
Sole
2.27M
Shared
1.33K
None
870.88K
KLA Corp
DFNDShares212.47K
TypeSH
Market value$258.17M
1.62%
Sole
192.46K
Shared
0.00
None
20.01K
Cintas Corp
DFNDShares1.35M
TypeSH
Market value$253.19M
1.58%
Sole
930.73K
Shared
1.07K
None
414.46K
Waste Management Inc
DFNDShares1.01M
TypeSH
Market value$221.71M
1.39%
Sole
614.23K
Shared
0.00
None
394.85K
Applied Materials Inc
DFNDShares854.53K
TypeSH
Market value$219.61M
1.37%
Sole
506.46K
Shared
472.00
None
347.59K
Synopsys Inc
DFNDShares442.76K
TypeSH
Market value$207.97M
1.30%
Sole
295.79K
Shared
0.00
None
146.97K
Zoetis Inc
DFNDShares1.58M
TypeSH
Market value$198.46M
1.24%
Sole
983.45K
Shared
1.04K
None
592.87K
Vertiv Holdings Co
DFNDShares1.21M
TypeSH
Market value$195.55M
1.22%
Sole
1.13M
Shared
0.00
None
77.69K
Ecolab Inc
DFNDShares725.43K
TypeSH
Market value$190.44M
1.19%
Sole
721.05K
Shared
0.00
None
4.38K
Mastercard Inc
DFNDShares332.45K
TypeSH
Market value$189.79M
1.19%
Sole
161.63K
Shared
494.00
None
170.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Linde PLCDFND | Common Stock | 1.84M | SH | $785.38M 4.91% | 1.44M | 594.00 | 403.81K |
Microsoft CorpDFND | Common Stock | 1.59M | SH | $769.70M 4.82% | 1.01M | 1.16K | 583.24K |
Xylem Inc/NYDFND | Common Stock | 4.88M | SH | $664.72M 4.16% | 3.80M | 1.58K | 1.08M |
NVIDIA CorpDFND | Common Stock | 3.03M | SH | $565.89M 3.54% | 1.98M | 2.01K | 1.05M |
Hubbell IncDFND | Common Stock | 820.50K | SH | $364.39M 2.28% | 542.28K | 477.00 | 277.75K |
Agilent Technologies IncDFND | Common Stock | 2.60M | SH | $353.18M 2.21% | 1.86M | 0.00 | 735.32K |
Pentair PLCDFND | Common Stock | 3.31M | SH | $344.82M 2.16% | 2.85M | 0.00 | 459.03K |
Aptiv PLCDFND | Common Stock | 4.27M | SH | $324.87M 2.03% | 2.90M | 2.47K | 1.37M |
Veralto CorpDFND | Common Stock | 3.15M | SH | $313.85M 1.96% | 2.56M | 0.00 | 587.02K |
American Water Works Co IncDFND | Common Stock | 2.39M | SH | $311.49M 1.95% | 2.17M | 0.00 | 216.78K |
A O Smith CorpDFND | Common Stock | 4.65M | SH | $310.96M 1.95% | 4.15M | 0.00 | 498.52K |
IDEX CorpDFND | Common Stock | 1.71M | SH | $304.07M 1.90% | 1.51M | 0.00 | 195.31K |
Advanced Drainage Systems IncDFND | Common Stock | 2.07M | SH | $299.32M 1.87% | 1.88M | 0.00 | 182.35K |
eBay IncDFND | Common Stock | 3.13M | SH | $273.04M 1.71% | 1.80M | 2.47K | 1.33M |
RenaissanceRe Holdings LtdDFND | Common Stock | 969.87K | SH | $272.69M 1.71% | 607.27K | 511.00 | 362.09K |
Marvell Technology IncDFND | Common Stock | 3.14M | SH | $267.05M 1.67% | 2.27M | 1.33K | 870.88K |
KLA CorpDFND | Common Stock | 212.47K | SH | $258.17M 1.62% | 192.46K | 0.00 | 20.01K |
Cintas CorpDFND | Common Stock | 1.35M | SH | $253.19M 1.58% | 930.73K | 1.07K | 414.46K |
Waste Management IncDFND | Common Stock | 1.01M | SH | $221.71M 1.39% | 614.23K | 0.00 | 394.85K |
Applied Materials IncDFND | Common Stock | 854.53K | SH | $219.61M 1.37% | 506.46K | 472.00 | 347.59K |
Synopsys IncDFND | Common Stock | 442.76K | SH | $207.97M 1.30% | 295.79K | 0.00 | 146.97K |
Zoetis IncDFND | Common Stock | 1.58M | SH | $198.46M 1.24% | 983.45K | 1.04K | 592.87K |
Vertiv Holdings CoDFND | Common Stock | 1.21M | SH | $195.55M 1.22% | 1.13M | 0.00 | 77.69K |
Ecolab IncDFND | Common Stock | 725.43K | SH | $190.44M 1.19% | 721.05K | 0.00 | 4.38K |
Mastercard IncDFND | Common Stock | 332.45K | SH | $189.79M 1.19% | 161.63K | 494.00 | 170.33K |
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