Filed: 8/13/2025ACC: 0001104659-25-077548
📋 What this filing means
MIROVA filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $708.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$708.80M
Total AUM (reported)
6.13M
Total Shares
Allocation by class
COMMON STOCK$708.80M100.0%
Portfolio Concentration
Top 3$142.01M20.0%
4–10$172.46M24.3%
11–25$166.18M23.4%
Rest$228.16M32.2%
Top 3 weight
20.0%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 6.13M
Sole
Full voting authority
6.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other119
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
THERMO FISHER SCIENTIFIC INC
DFNDShares138.27K
TypeSH
Market value$56.06M
7.91%
Sole
138.27K
Shared
0.00
None
0.00
ECOLAB INC
DFNDShares163.66K
TypeSH
Market value$44.10M
6.22%
Sole
163.66K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares264.88K
TypeSH
Market value$41.85M
5.90%
Sole
264.88K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares78.33K
TypeSH
Market value$38.96M
5.50%
Sole
78.33K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
DFNDShares125.91K
TypeSH
Market value$37.63M
5.31%
Sole
125.91K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares28.85K
TypeSH
Market value$22.49M
3.17%
Sole
28.85K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
DFNDShares83.69K
TypeSH
Market value$19.15M
2.70%
Sole
83.69K
Shared
0.00
None
0.00
XYLEM INC
DFNDShares144.27K
TypeSH
Market value$18.66M
2.63%
Sole
144.27K
Shared
0.00
None
0.00
TRIMBLE INC
DFNDShares234.60K
TypeSH
Market value$17.82M
2.51%
Sole
234.60K
Shared
0.00
None
0.00
VISA INC
DFNDShares49.95K
TypeSH
Market value$17.74M
2.50%
Sole
49.95K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
DFNDShares115.90K
TypeSH
Market value$16.12M
2.27%
Sole
115.90K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares49.51K
TypeSH
Market value$15.79M
2.23%
Sole
49.51K
Shared
0.00
None
0.00
BENTLEY SYS INC
DFNDShares265.76K
TypeSH
Market value$14.34M
2.02%
Sole
265.76K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
DFNDShares131.02K
TypeSH
Market value$11.91M
1.68%
Sole
131.02K
Shared
0.00
None
0.00
BADGER METER INC
DFNDShares48.42K
TypeSH
Market value$11.86M
1.67%
Sole
48.42K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares28.78K
TypeSH
Market value$11.39M
1.61%
Sole
28.78K
Shared
0.00
None
0.00
EBAY INC.
DFNDShares148.33K
TypeSH
Market value$11.04M
1.56%
Sole
148.33K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
DFNDShares34.59K
TypeSH
Market value$10.66M
1.50%
Sole
34.59K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC
DFNDShares59.98K
TypeSH
Market value$9.87M
1.39%
Sole
59.98K
Shared
0.00
None
0.00
ZOETIS INC
DFNDShares63.17K
TypeSH
Market value$9.85M
1.39%
Sole
63.17K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares17.33K
TypeSH
Market value$9.42M
1.33%
Sole
17.33K
Shared
0.00
None
0.00
IDEX CORP
DFNDShares49.61K
TypeSH
Market value$8.71M
1.23%
Sole
49.61K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares54.01K
TypeSH
Market value$8.61M
1.21%
Sole
54.01K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares18.27K
TypeSH
Market value$8.57M
1.21%
Sole
18.27K
Shared
0.00
None
0.00
FIRST SOLAR INC
DFNDShares48.51K
TypeSH
Market value$8.03M
1.13%
Sole
48.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THERMO FISHER SCIENTIFIC INCDFND | Common Stock | 138.27K | SH | $56.06M 7.91% | 138.27K | 0.00 | 0.00 |
ECOLAB INCDFND | Common Stock | 163.66K | SH | $44.10M 6.22% | 163.66K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | Common Stock | 264.88K | SH | $41.85M 5.90% | 264.88K | 0.00 | 0.00 |
MICROSOFT CORPDFND | Common Stock | 78.33K | SH | $38.96M 5.50% | 78.33K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDDFND | Common Stock | 125.91K | SH | $37.63M 5.31% | 125.91K | 0.00 | 0.00 |
ELI LILLY & CODFND | Common Stock | 28.85K | SH | $22.49M 3.17% | 28.85K | 0.00 | 0.00 |
WASTE MGMT INC DELDFND | Common Stock | 83.69K | SH | $19.15M 2.70% | 83.69K | 0.00 | 0.00 |
XYLEM INCDFND | Common Stock | 144.27K | SH | $18.66M 2.63% | 144.27K | 0.00 | 0.00 |
TRIMBLE INCDFND | Common Stock | 234.60K | SH | $17.82M 2.51% | 234.60K | 0.00 | 0.00 |
VISA INCDFND | Common Stock | 49.95K | SH | $17.74M 2.50% | 49.95K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWDFND | Common Stock | 115.90K | SH | $16.12M 2.27% | 115.90K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | Common Stock | 49.51K | SH | $15.79M 2.23% | 49.51K | 0.00 | 0.00 |
BENTLEY SYS INCDFND | Common Stock | 265.76K | SH | $14.34M 2.02% | 265.76K | 0.00 | 0.00 |
COLGATE PALMOLIVE CODFND | Common Stock | 131.02K | SH | $11.91M 1.68% | 131.02K | 0.00 | 0.00 |
BADGER METER INCDFND | Common Stock | 48.42K | SH | $11.86M 1.67% | 48.42K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | Common Stock | 28.78K | SH | $11.39M 1.61% | 28.78K | 0.00 | 0.00 |
EBAY INC.DFND | Common Stock | 148.33K | SH | $11.04M 1.56% | 148.33K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCDFND | Common Stock | 34.59K | SH | $10.66M 1.50% | 34.59K | 0.00 | 0.00 |
SPROUTS FMRS MKT INCDFND | Common Stock | 59.98K | SH | $9.87M 1.39% | 59.98K | 0.00 | 0.00 |
ZOETIS INCDFND | Common Stock | 63.17K | SH | $9.85M 1.39% | 63.17K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | Common Stock | 17.33K | SH | $9.42M 1.33% | 17.33K | 0.00 | 0.00 |
IDEX CORPDFND | Common Stock | 49.61K | SH | $8.71M 1.23% | 49.61K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | Common Stock | 54.01K | SH | $8.61M 1.21% | 54.01K | 0.00 | 0.00 |
LINDE PLCDFND | Common Stock | 18.27K | SH | $8.57M 1.21% | 18.27K | 0.00 | 0.00 |
FIRST SOLAR INCDFND | Common Stock | 48.51K | SH | $8.03M 1.13% | 48.51K | 0.00 | 0.00 |
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