Filed: 5/14/2025ACC: 0001104659-25-048487
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $555.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$555.88M
Total AUM (reported)
5.17M
Total Shares
Allocation by class
COMMON STOCK$555.88M100.0%
Portfolio Concentration
Top 3$153.04M27.5%
4–10$128.14M23.1%
11–25$106.52M19.2%
Rest$168.19M30.3%
Top 3 weight
27.5%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 5.17M
Sole
Full voting authority
5.14M
shares
% of voting shares99.3%
Shared
Joint voting authority
38.29K
shares
% of voting shares0.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other134
Dominant voting typeSole · 99.3% of voting shares
Institutional Holdings134
Rows:
THERMO FISHER SCIENTIFIC INC
DFNDShares151.45K
TypeSH
Market value$75.36M
13.56%
Sole
129.50K
Shared
21.95K
None
0.00
ECOLAB INC
DFNDShares159.08K
TypeSH
Market value$40.33M
7.25%
Sole
142.74K
Shared
16.34K
None
0.00
ACCENTURE PLC IRELAND
DFNDShares119.68K
TypeSH
Market value$37.34M
6.72%
Sole
119.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares237.09K
TypeSH
Market value$25.70M
4.62%
Sole
237.09K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares67.82K
TypeSH
Market value$25.46M
4.58%
Sole
67.82K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares26.73K
TypeSH
Market value$22.07M
3.97%
Sole
26.73K
Shared
0.00
None
0.00
VISA INC
DFNDShares44.97K
TypeSH
Market value$15.76M
2.84%
Sole
44.97K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares65.07K
TypeSH
Market value$15.06M
2.71%
Sole
65.07K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares45.78K
TypeSH
Market value$12.32M
2.22%
Sole
45.78K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
DFNDShares79.78K
TypeSH
Market value$11.77M
2.12%
Sole
79.78K
Shared
0.00
None
0.00
XYLEM INC
DFNDShares86.22K
TypeSH
Market value$10.30M
1.85%
Sole
86.22K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares26.14K
TypeSH
Market value$9.73M
1.75%
Sole
26.14K
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares137.25K
TypeSH
Market value$9.01M
1.62%
Sole
137.25K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares45.08K
TypeSH
Market value$7.68M
1.38%
Sole
45.08K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares14.27K
TypeSH
Market value$7.07M
1.27%
Sole
14.27K
Shared
0.00
None
0.00
BENTLEY SYS INC
DFNDShares175.60K
TypeSH
Market value$6.91M
1.24%
Sole
175.60K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
DFNDShares53.76K
TypeSH
Market value$6.83M
1.23%
Sole
53.76K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares72.26K
TypeSH
Market value$6.77M
1.22%
Sole
72.26K
Shared
0.00
None
0.00
UNION PAC CORP
DFNDShares28.48K
TypeSH
Market value$6.73M
1.21%
Sole
28.48K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares13.73K
TypeSH
Market value$6.39M
1.15%
Sole
13.73K
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
DFNDShares81.98K
TypeSH
Market value$6.36M
1.14%
Sole
81.98K
Shared
0.00
None
0.00
GENERAL MTRS CO
DFNDShares133.97K
TypeSH
Market value$6.30M
1.13%
Sole
133.97K
Shared
0.00
None
0.00
EBAY INC.
DFNDShares89.40K
TypeSH
Market value$6.05M
1.09%
Sole
89.40K
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares22.45K
TypeSH
Market value$5.24M
0.94%
Sole
22.45K
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares31.22K
TypeSH
Market value$5.14M
0.92%
Sole
31.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THERMO FISHER SCIENTIFIC INCDFND | Common Stock | 151.45K | SH | $75.36M 13.56% | 129.50K | 21.95K | 0.00 |
ECOLAB INCDFND | Common Stock | 159.08K | SH | $40.33M 7.25% | 142.74K | 16.34K | 0.00 |
ACCENTURE PLC IRELANDDFND | Common Stock | 119.68K | SH | $37.34M 6.72% | 119.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | Common Stock | 237.09K | SH | $25.70M 4.62% | 237.09K | 0.00 | 0.00 |
MICROSOFT CORPDFND | Common Stock | 67.82K | SH | $25.46M 4.58% | 67.82K | 0.00 | 0.00 |
ELI LILLY & CODFND | Common Stock | 26.73K | SH | $22.07M 3.97% | 26.73K | 0.00 | 0.00 |
VISA INCDFND | Common Stock | 44.97K | SH | $15.76M 2.84% | 44.97K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 65.07K | SH | $15.06M 2.71% | 65.07K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | Common Stock | 45.78K | SH | $12.32M 2.22% | 45.78K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWDFND | Common Stock | 79.78K | SH | $11.77M 2.12% | 79.78K | 0.00 | 0.00 |
XYLEM INCDFND | Common Stock | 86.22K | SH | $10.30M 1.85% | 86.22K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | Common Stock | 26.14K | SH | $9.73M 1.75% | 26.14K | 0.00 | 0.00 |
TRIMBLE INCDFND | Common Stock | 137.25K | SH | $9.01M 1.62% | 137.25K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | Common Stock | 45.08K | SH | $7.68M 1.38% | 45.08K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | Common Stock | 14.27K | SH | $7.07M 1.27% | 14.27K | 0.00 | 0.00 |
BENTLEY SYS INCDFND | Common Stock | 175.60K | SH | $6.91M 1.24% | 175.60K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DDFND | Common Stock | 53.76K | SH | $6.83M 1.23% | 53.76K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | Common Stock | 72.26K | SH | $6.77M 1.22% | 72.26K | 0.00 | 0.00 |
UNION PAC CORPDFND | Common Stock | 28.48K | SH | $6.73M 1.21% | 28.48K | 0.00 | 0.00 |
LINDE PLCDFND | Common Stock | 13.73K | SH | $6.39M 1.15% | 13.73K | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRADFND | Common Stock | 81.98K | SH | $6.36M 1.14% | 81.98K | 0.00 | 0.00 |
GENERAL MTRS CODFND | Common Stock | 133.97K | SH | $6.30M 1.13% | 133.97K | 0.00 | 0.00 |
EBAY INC.DFND | Common Stock | 89.40K | SH | $6.05M 1.09% | 89.40K | 0.00 | 0.00 |
WORKDAY INCDFND | Common Stock | 22.45K | SH | $5.24M 0.94% | 22.45K | 0.00 | 0.00 |
ZOETIS INCDFND | Common Stock | 31.22K | SH | $5.14M 0.92% | 31.22K | 0.00 | 0.00 |
Page 1 of 6
…