Filed: 8/11/2026ACC: 0001749768-26-000004
📋 What this filing means
IMPAX ASSET MANAGEMENT GROUP PLC filed this quarterly 13F‑HR report disclosing 284 equity positions with a total reported market value of $15.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
284
Positions
$15.37B
Total AUM (reported)
188.37M
Total Shares
Allocation by class
COMMON STOCK$14.90B96.9%
ADR$365.62M2.4%
REIT$103.70M0.7%
ETF$363.1K0.0%
Portfolio Concentration
Top 3$2.23B14.5%
4–10$3.01B19.6%
11–25$3.29B21.4%
Rest$6.84B44.5%
Top 3 weight
14.5%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 188.37M
Sole
Full voting authority
160.56M
shares
% of voting shares85.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.81M
shares
% of voting shares14.8%
Investment Discretion (by position count)
Sole0
Shared0
Other284
Dominant voting typeSole · 85.2% of voting shares
Institutional Holdings284
Rows:
KLA Corp
DFNDShares2.48M
TypeSH
Market value$749.01M
4.87%
Sole
2.08M
Shared
0.00
None
398.58K
NVIDIA Corp
DFNDShares3.72M
TypeSH
Market value$744.89M
4.85%
Sole
2.27M
Shared
0.00
None
1.46M
Linde PLC
DFNDShares1.42M
TypeSH
Market value$736.55M
4.79%
Sole
1.13M
Shared
0.00
None
287.45K
Xylem Inc/NY
DFNDShares4.47M
TypeSH
Market value$528.28M
3.44%
Sole
3.54M
Shared
0.00
None
931.96K
Microsoft Corp
DFNDShares1.35M
TypeSH
Market value$503.82M
3.28%
Sole
814.14K
Shared
0.00
None
536.51K
American Water Works Co Inc
DFNDShares3.58M
TypeSH
Market value$471.53M
3.07%
Sole
2.94M
Shared
0.00
None
640.96K
Veralto Corp
DFNDShares5.19M
TypeSH
Market value$459.95M
2.99%
Sole
3.96M
Shared
0.00
None
1.23M
Cintas Corp
DFNDShares2.41M
TypeSH
Market value$410.46M
2.67%
Sole
1.78M
Shared
0.00
None
629.83K
Waste Connections Inc
DFNDShares1.98M
TypeSH
Market value$329.88M
2.15%
Sole
1.44M
Shared
0.00
None
539.14K
Cia de Saneamento Basico do Es
DFNDShares52.32M
TypeSH
Market value$302.44M
1.97%
Sole
47M
Shared
0.00
None
5.33M
Advanced Drainage Systems Inc
DFNDShares1.85M
TypeSH
Market value$289.74M
1.89%
Sole
1.65M
Shared
0.00
None
200.86K
Ecolab Inc
DFNDShares988.39K
TypeSH
Market value$275.38M
1.79%
Sole
984.56K
Shared
0.00
None
3.83K
Hubbell Inc
DFNDShares486.86K
TypeSH
Market value$254.72M
1.66%
Sole
301.98K
Shared
0.00
None
184.87K
Aptiv PLC
DFNDShares4.09M
TypeSH
Market value$250.88M
1.63%
Sole
2.61M
Shared
0.00
None
1.48M
Vertiv Holdings Co
DFNDShares729.50K
TypeSH
Market value$244.25M
1.59%
Sole
675.80K
Shared
0.00
None
53.70K
Agilent Technologies Inc
DFNDShares1.67M
TypeSH
Market value$222.48M
1.45%
Sole
1.19M
Shared
0.00
None
485.86K
IDEX Corp
DFNDShares962K
TypeSH
Market value$218.33M
1.42%
Sole
962K
Shared
0.00
None
0.00
Watts Water Technologies Inc
DFNDShares543.41K
TypeSH
Market value$212.72M
1.38%
Sole
482.25K
Shared
0.00
None
61.17K
Amphenol Corp
DFNDShares1.20M
TypeSH
Market value$210.75M
1.37%
Sole
987.51K
Shared
0.00
None
207.77K
Core & Main Inc
DFNDShares4.20M
TypeSH
Market value$202.82M
1.32%
Sole
3.75M
Shared
0.00
None
451.68K
Marvell Technology Inc
DFNDShares660.28K
TypeSH
Market value$196.69M
1.28%
Sole
508.06K
Shared
0.00
None
152.22K
RenaissanceRe Holdings Ltd
DFNDShares615.42K
TypeSH
Market value$195.03M
1.27%
Sole
314.80K
Shared
0.00
None
300.62K
A O Smith Corp
DFNDShares2.81M
TypeSH
Market value$176.48M
1.15%
Sole
2.81M
Shared
0.00
None
0.00
Applied Materials Inc
DFNDShares242.83K
TypeSH
Market value$175.57M
1.14%
Sole
85.75K
Shared
0.00
None
157.08K
Itron Inc
DFNDShares1.93M
TypeSH
Market value$166.74M
1.08%
Sole
1.38M
Shared
0.00
None
549.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CorpDFND | Common Stock | 2.48M | SH | $749.01M 4.87% | 2.08M | 0.00 | 398.58K |
NVIDIA CorpDFND | Common Stock | 3.72M | SH | $744.89M 4.85% | 2.27M | 0.00 | 1.46M |
Linde PLCDFND | Common Stock | 1.42M | SH | $736.55M 4.79% | 1.13M | 0.00 | 287.45K |
Xylem Inc/NYDFND | Common Stock | 4.47M | SH | $528.28M 3.44% | 3.54M | 0.00 | 931.96K |
Microsoft CorpDFND | Common Stock | 1.35M | SH | $503.82M 3.28% | 814.14K | 0.00 | 536.51K |
American Water Works Co IncDFND | Common Stock | 3.58M | SH | $471.53M 3.07% | 2.94M | 0.00 | 640.96K |
Veralto CorpDFND | Common Stock | 5.19M | SH | $459.95M 2.99% | 3.96M | 0.00 | 1.23M |
Cintas CorpDFND | Common Stock | 2.41M | SH | $410.46M 2.67% | 1.78M | 0.00 | 629.83K |
Waste Connections IncDFND | Common Stock | 1.98M | SH | $329.88M 2.15% | 1.44M | 0.00 | 539.14K |
Cia de Saneamento Basico do EsDFND | ADR | 52.32M | SH | $302.44M 1.97% | 47M | 0.00 | 5.33M |
Advanced Drainage Systems IncDFND | Common Stock | 1.85M | SH | $289.74M 1.89% | 1.65M | 0.00 | 200.86K |
Ecolab IncDFND | Common Stock | 988.39K | SH | $275.38M 1.79% | 984.56K | 0.00 | 3.83K |
Hubbell IncDFND | Common Stock | 486.86K | SH | $254.72M 1.66% | 301.98K | 0.00 | 184.87K |
Aptiv PLCDFND | Common Stock | 4.09M | SH | $250.88M 1.63% | 2.61M | 0.00 | 1.48M |
Vertiv Holdings CoDFND | Common Stock | 729.50K | SH | $244.25M 1.59% | 675.80K | 0.00 | 53.70K |
Agilent Technologies IncDFND | Common Stock | 1.67M | SH | $222.48M 1.45% | 1.19M | 0.00 | 485.86K |
IDEX CorpDFND | Common Stock | 962K | SH | $218.33M 1.42% | 962K | 0.00 | 0.00 |
Watts Water Technologies IncDFND | Common Stock | 543.41K | SH | $212.72M 1.38% | 482.25K | 0.00 | 61.17K |
Amphenol CorpDFND | Common Stock | 1.20M | SH | $210.75M 1.37% | 987.51K | 0.00 | 207.77K |
Core & Main IncDFND | Common Stock | 4.20M | SH | $202.82M 1.32% | 3.75M | 0.00 | 451.68K |
Marvell Technology IncDFND | Common Stock | 660.28K | SH | $196.69M 1.28% | 508.06K | 0.00 | 152.22K |
RenaissanceRe Holdings LtdDFND | Common Stock | 615.42K | SH | $195.03M 1.27% | 314.80K | 0.00 | 300.62K |
A O Smith CorpDFND | Common Stock | 2.81M | SH | $176.48M 1.15% | 2.81M | 0.00 | 0.00 |
Applied Materials IncDFND | Common Stock | 242.83K | SH | $175.57M 1.14% | 85.75K | 0.00 | 157.08K |
Itron IncDFND | Common Stock | 1.93M | SH | $166.74M 1.08% | 1.38M | 0.00 | 549.18K |
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