Filed: 5/12/2026ACC: 0001749768-26-000002
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 287 equity positions with a total reported market value of $14.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
287
Positions
$14.35B
Total AUM (reported)
142.61M
Total Shares
Allocation by class
COMMON STOCK$13.92B97.1%
ADR$260.66M1.8%
REIT$90.31M0.6%
ETP$70.95M0.5%
Portfolio Concentration
Top 3$2.03B14.2%
4–10$2.66B18.5%
11–25$3.28B22.8%
Rest$6.38B44.5%
Top 3 weight
14.2%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 142.61M
Sole
Full voting authority
117.37M
shares
% of voting shares82.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.24M
shares
% of voting shares17.7%
Investment Discretion (by position count)
Sole0
Shared0
Other287
Dominant voting typeSole · 82.3% of voting shares
Institutional Holdings287
Rows:
Linde PLC
DFNDShares1.71M
TypeSH
Market value$848.63M
5.92%
Sole
1.35M
Shared
0.00
None
360.15K
NVIDIA Corp
DFNDShares3.64M
TypeSH
Market value$635.01M
4.43%
Sole
2.26M
Shared
0.00
None
1.38M
Xylem Inc/NY
DFNDShares4.59M
TypeSH
Market value$547.97M
3.82%
Sole
3.58M
Shared
0.00
None
1M
KLA Corp
DFNDShares363.79K
TypeSH
Market value$535.65M
3.73%
Sole
312.60K
Shared
0.00
None
51.19K
Microsoft Corp
DFNDShares1.19M
TypeSH
Market value$440.09M
3.07%
Sole
734.42K
Shared
0.00
None
454.46K
American Water Works Co Inc
DFNDShares2.82M
TypeSH
Market value$383.40M
2.67%
Sole
2.57M
Shared
0.00
None
246.46K
Waste Connections Inc
DFNDShares2.12M
TypeSH
Market value$343.95M
2.40%
Sole
1.64M
Shared
0.00
None
480.78K
Hubbell Inc
DFNDShares682.76K
TypeSH
Market value$335.06M
2.34%
Sole
456.31K
Shared
0.00
None
226.45K
Aptiv PLC
DFNDShares4.59M
TypeSH
Market value$318.84M
2.22%
Sole
3.07M
Shared
0.00
None
1.52M
Veralto Corp
DFNDShares3.38M
TypeSH
Market value$298.51M
2.08%
Sole
2.77M
Shared
0.00
None
602.70K
A O Smith Corp
DFNDShares4.28M
TypeSH
Market value$282.11M
1.97%
Sole
3.83M
Shared
0.00
None
449.61K
Vertiv Holdings Co
DFNDShares1.08M
TypeSH
Market value$271.75M
1.89%
Sole
1.02M
Shared
0.00
None
60.31K
Advanced Drainage Systems Inc
DFNDShares1.93M
TypeSH
Market value$264.32M
1.84%
Sole
1.75M
Shared
0.00
None
174.98K
Cintas Corp
DFNDShares1.50M
TypeSH
Market value$254.31M
1.77%
Sole
1.10M
Shared
0.00
None
406.99K
eBay Inc
DFNDShares2.72M
TypeSH
Market value$247.20M
1.72%
Sole
1.48M
Shared
0.00
None
1.24M
Marvell Technology Inc
DFNDShares2.31M
TypeSH
Market value$229.22M
1.60%
Sole
1.72M
Shared
0.00
None
593.82K
Ecolab Inc
DFNDShares859.29K
TypeSH
Market value$228.59M
1.59%
Sole
854.81K
Shared
0.00
None
4.49K
Agilent Technologies Inc
DFNDShares1.84M
TypeSH
Market value$210.20M
1.47%
Sole
1.33M
Shared
0.00
None
513.40K
Cia de Saneamento Basico do Es
DFNDShares6.74M
TypeSH
Market value$205.71M
1.43%
Sole
6.57M
Shared
0.00
None
169.69K
Itron Inc
DFNDShares2.19M
TypeSH
Market value$196.57M
1.37%
Sole
1.66M
Shared
0.00
None
530.75K
RenaissanceRe Holdings Ltd
DFNDShares637.71K
TypeSH
Market value$189.55M
1.32%
Sole
341.25K
Shared
0.00
None
296.46K
Union Pacific Corp
DFNDShares748.22K
TypeSH
Market value$181.53M
1.27%
Sole
478.24K
Shared
0.00
None
269.97K
IDEX Corp
DFNDShares947.95K
TypeSH
Market value$179.68M
1.25%
Sole
947.95K
Shared
0.00
None
0.00
Watts Water Technologies Inc
DFNDShares588.02K
TypeSH
Market value$170.70M
1.19%
Sole
526.42K
Shared
0.00
None
61.61K
Cadence Design Systems Inc
DFNDShares593.38K
TypeSH
Market value$164.88M
1.15%
Sole
336.22K
Shared
0.00
None
257.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Linde PLCDFND | Common Stock | 1.71M | SH | $848.63M 5.92% | 1.35M | 0.00 | 360.15K |
NVIDIA CorpDFND | Common Stock | 3.64M | SH | $635.01M 4.43% | 2.26M | 0.00 | 1.38M |
Xylem Inc/NYDFND | Common Stock | 4.59M | SH | $547.97M 3.82% | 3.58M | 0.00 | 1M |
KLA CorpDFND | Common Stock | 363.79K | SH | $535.65M 3.73% | 312.60K | 0.00 | 51.19K |
Microsoft CorpDFND | Common Stock | 1.19M | SH | $440.09M 3.07% | 734.42K | 0.00 | 454.46K |
American Water Works Co IncDFND | Common Stock | 2.82M | SH | $383.40M 2.67% | 2.57M | 0.00 | 246.46K |
Waste Connections IncDFND | Common Stock | 2.12M | SH | $343.95M 2.40% | 1.64M | 0.00 | 480.78K |
Hubbell IncDFND | Common Stock | 682.76K | SH | $335.06M 2.34% | 456.31K | 0.00 | 226.45K |
Aptiv PLCDFND | Common Stock | 4.59M | SH | $318.84M 2.22% | 3.07M | 0.00 | 1.52M |
Veralto CorpDFND | Common Stock | 3.38M | SH | $298.51M 2.08% | 2.77M | 0.00 | 602.70K |
A O Smith CorpDFND | Common Stock | 4.28M | SH | $282.11M 1.97% | 3.83M | 0.00 | 449.61K |
Vertiv Holdings CoDFND | Common Stock | 1.08M | SH | $271.75M 1.89% | 1.02M | 0.00 | 60.31K |
Advanced Drainage Systems IncDFND | Common Stock | 1.93M | SH | $264.32M 1.84% | 1.75M | 0.00 | 174.98K |
Cintas CorpDFND | Common Stock | 1.50M | SH | $254.31M 1.77% | 1.10M | 0.00 | 406.99K |
eBay IncDFND | Common Stock | 2.72M | SH | $247.20M 1.72% | 1.48M | 0.00 | 1.24M |
Marvell Technology IncDFND | Common Stock | 2.31M | SH | $229.22M 1.60% | 1.72M | 0.00 | 593.82K |
Ecolab IncDFND | Common Stock | 859.29K | SH | $228.59M 1.59% | 854.81K | 0.00 | 4.49K |
Agilent Technologies IncDFND | Common Stock | 1.84M | SH | $210.20M 1.47% | 1.33M | 0.00 | 513.40K |
Cia de Saneamento Basico do EsDFND | ADR | 6.74M | SH | $205.71M 1.43% | 6.57M | 0.00 | 169.69K |
Itron IncDFND | Common Stock | 2.19M | SH | $196.57M 1.37% | 1.66M | 0.00 | 530.75K |
RenaissanceRe Holdings LtdDFND | Common Stock | 637.71K | SH | $189.55M 1.32% | 341.25K | 0.00 | 296.46K |
Union Pacific CorpDFND | Common Stock | 748.22K | SH | $181.53M 1.27% | 478.24K | 0.00 | 269.97K |
IDEX CorpDFND | Common Stock | 947.95K | SH | $179.68M 1.25% | 947.95K | 0.00 | 0.00 |
Watts Water Technologies IncDFND | Common Stock | 588.02K | SH | $170.70M 1.19% | 526.42K | 0.00 | 61.61K |
Cadence Design Systems IncDFND | Common Stock | 593.38K | SH | $164.88M 1.15% | 336.22K | 0.00 | 257.15K |
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