Mirova

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 134Value: $555.9MLatest: 2025Q1

MIROVA is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 134 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "ITRI",
  "FLEX",
  "MPWR",
  "NOVT",
  "NEO",
  "KAI",
  "MP",
  "BEPC",
  "ONON",
  "ACN",
  "ADBE",
  "A",
  "MWA",
  "AXP",
  "ARRY",
  "CP.TO",
  "FLNC",
  "BSX",
  "EBAY",
  "PL",
  "PNR",
  "GILD",
  "GIS",
  "UNP",
  "ISRG",
  "EMR",
  "LIN",
  "PWR",
  "MA",
  "BMI",
  "MSFT",
  "ENPH",
  "EXPO",
  "OMC",
  "EMN",
  "ANSS",
  "ORCL",
  "PANW",
  "ECL",
  "NVDA",
  "HPE",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "NOW",
  "SHOP",
  "ROP",
  "AMT",
  "STLD",
  "SYK",
  "TMO",
  "TJX",
  "LKQ",
  "WY",
  "MTD",
  "GDDY",
  "RMD",
  "GEF",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  "HASI",
  "ST",
  "VOYA",
  "ADSK",
  "SFM",
  "GM",
  "WTS",
  "APTV",
  "AVY",
  "EL",
  "DOV",
  "WM",
  "FSLR",
  "HAIN",
  "IFF",
  "IEX",
  "SG",
  "VLTO",
  "V",
  "VITL",
  "WAT",
  "WST",
  "WDAY",
  "YETI",
  "XYL",
  "ENS",
  "OC",
  "PTC",
  "NSC",
  "EMBC",
  "ON",
  "TPC",
  "TRMB",
  "OTIS",
  "SW",
  "CRM",
  "RUN",
  "ZWS",
  "NUE",
  "LULU",
  "ALV",
  "BALL",
  "BK",
  "BDX",
  "BSY",
  "BCC",
  "BMY",
  "BFAM",
  "CNI",
  "CDNS",
  "CMG",
  "CSCO",
  "CL",
  "CNM",
  "CSX",
  "CCK",
  "CYBR",
  "DHR",
  "DAR",
  "DXCM",
  "DCI",
  "TTEK",
  "NEE",
  "LLY",
  "NFLX",
  "AWK",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 134
Total Value: 555884538
Accession Number: 0001104659-25-048487
Form Type: 13F-HR
CIK: mirova
Manager Name: Mirova

Data Enrichment

100% identified

134 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $555.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:151.5K

Value:$75.4M

% of Portfolio:13.6% ($75.4M/$555.9M)

ECOLAB INC.

ECL|278865100

Shares:159.1K

Value:$40.3M

% of Portfolio:7.3% ($40.3M/$555.9M)

Accenture plc

ACN|G1151C101

Shares:119.7K

Value:$37.3M

% of Portfolio:6.7% ($37.3M/$555.9M)

NVIDIA CORP

NVDA|67066G104

Shares:237.1K

Value:$25.7M

% of Portfolio:4.6% ($25.7M/$555.9M)

MICROSOFT CORP

MSFT|594918104

Shares:67.8K

Value:$25.5M

% of Portfolio:4.6% ($25.5M/$555.9M)

ELI LILLY & Co

LLY|532457108

Shares:26.7K

Value:$22.1M

% of Portfolio:4.0% ($22.1M/$555.9M)

VISA INC.

V|92826C839

Shares:45.0K

Value:$15.8M

% of Portfolio:2.8% ($15.8M/$555.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:65.1K

Value:$15.1M

% of Portfolio:2.7% ($15.1M/$555.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:45.8K

Value:$12.3M

% of Portfolio:2.2% ($12.3M/$555.9M)

American Water Works Company, Inc.

AWK|030420103

Shares:79.8K

Value:$11.8M

% of Portfolio:2.1% ($11.8M/$555.9M)

Xylem Inc.

XYL|98419M100

Shares:86.2K

Value:$10.3M

% of Portfolio:1.9% ($10.3M/$555.9M)

STRYKER CORP

SYK|863667101

Shares:26.1K

Value:$9.7M

% of Portfolio:1.8% ($9.7M/$555.9M)

TRIMBLE INC.

TRMB|896239100

Shares:137.2K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$555.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:45.1K

Value:$7.7M

% of Portfolio:1.4% ($7.7M/$555.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:14.3K

Value:$7.1M

% of Portfolio:1.3% ($7.1M/$555.9M)

BENTLEY SYSTEMS INC

BSY|08265T208

Shares:175.6K

Value:$6.9M

% of Portfolio:1.2% ($6.9M/$555.9M)

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BFAM|109194100

Shares:53.8K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$555.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:72.3K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$555.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:28.5K

Value:$6.7M

% of Portfolio:1.2% ($6.7M/$555.9M)

LINDE PLC

LIN|G54950103

Shares:13.7K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$555.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	151.5K	QoQ -6.43% (-10.4K) YoY -29.56% (-63.6K)	All Managers (Combined)	$75.4M	13.6% ($75.4M/$555.9M)	QoQ -10.50% (-$8.8M) YoY -39.69% (-$49.6M)
ECOLAB INC.(ECLcusip278865100)	159.1K	QoQ -3.33% (-5.5K) YoY -3.60% (-6.0K)	All Managers (Combined)	$40.3M	7.3% ($40.3M/$555.9M)	QoQ +4.59% (-$1.8M) YoY +5.83% (-$2.2M)
Accenture plc(ACNcusipG1151C101)	119.7K	QoQ -3.59% (-4.5K) YoY -1.29% (-1.6K)	All Managers (Combined)	$37.3M	6.7% ($37.3M/$555.9M)	QoQ -14.48% (-$6.3M) YoY -11.13% (-$4.7M)
NVIDIA CORP(NVDAcusip67066G104)	237.1K	QoQ +2.55% (-5.9K) YoY +767.63% (+209.8K)	All Managers (Combined)	$25.7M	4.6% ($25.7M/$555.9M)	QoQ -17.23% (-$5.4M) YoY +4.07% (+$1.0M)
MICROSOFT CORP(MSFTcusip594918104)	67.8K	QoQ +3.42% (-2.2K) YoY +24.69% (+13.4K)	All Managers (Combined)	$25.5M	4.6% ($25.5M/$555.9M)	QoQ -7.89% (-$2.2M) YoY +11.25% (+$2.6M)
ELI LILLY & Co(LLYcusip532457108)	26.7K	QoQ +4.00% (+1.0K) YoY -2.57% (-707)	All Managers (Combined)	$22.1M	4.0% ($22.1M/$555.9M)	QoQ +11.27% (+$2.2M) YoY +3.42% (-$731.4K)
VISA INC.(Vcusip92826C839)	45.0K	QoQ +2.22% (+981) YoY +7.62% (+3.2K)	All Managers (Combined)	$15.8M	2.8% ($15.8M/$555.9M)	QoQ +13.36% (+$1.9M) YoY +35.15% (+$4.1M)
WASTE MANAGEMENT INC(WMcusip94106L109)	65.1K	QoQ +2.57% (+1.6K) YoY +1.95% (+1.2K)	All Managers (Combined)	$15.1M	2.7% ($15.1M/$555.9M)	QoQ +17.68% (+$2.3M) YoY +10.73% (+$1.5M)
AMERICAN EXPRESS CO(AXPcusip025816109)	45.8K	QoQ +6.72% (-2.9K) YoY +11.67% (+4.8K)	All Managers (Combined)	$12.3M	2.2% ($12.3M/$555.9M)	QoQ -3.25% (-$413.8K) YoY +31.96% (+$3.0M)
American Water Works Company, Inc.(AWKcusip030420103)	79.8K	QoQ +3.41% (+2.6K) YoY +1.63% (+1.3K)	All Managers (Combined)	$11.8M	2.1% ($11.8M/$555.9M)	QoQ +22.55% (+$2.2M) YoY +22.68% (+$2.2M)
Xylem Inc.(XYLcusip98419M100)	86.2K	QoQ +2.66% (+2.2K) YoY +57.04% (+31.3K)	All Managers (Combined)	$10.3M	1.9% ($10.3M/$555.9M)	QoQ +5.70% (+$556.3K) YoY +45.16% (+$3.2M)
STRYKER CORP(SYKcusip863667101)	26.1K	QoQ +1.38% (+357) YoY -1.20% (-319)	All Managers (Combined)	$9.7M	1.8% ($9.7M/$555.9M)	QoQ +4.82% (+$447.4K) YoY +2.76% (-$261.7K)
TRIMBLE INC.(TRMBcusip896239100)	137.2K	QoQ -6.81% (-10.0K) YoY +42.29% (+40.8K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$555.9M)	QoQ -13.42% (-$1.4M) YoY +45.14% (+$2.8M)
PROCTER & GAMBLE Co(PGcusip742718109)	45.1K	QoQ +5.54% (+2.4K) YoY +8.72% (+3.6K)	All Managers (Combined)	$7.7M	1.4% ($7.7M/$555.9M)	QoQ +7.29% (+$522.2K) YoY +14.19% (+$955.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	14.3K	QoQ +4.11% (-564) YoY +2.47% (+344)	All Managers (Combined)	$7.1M	1.3% ($7.1M/$555.9M)	QoQ -1.20% (-$86.4K) YoY +27.16% (+$1.5M)
BENTLEY SYSTEMS INC(BSYcusip08265T208)	175.6K	QoQ +4.23% (-7.1K) YoY +10.91% (-17.3K)	All Managers (Combined)	$6.9M	1.2% ($6.9M/$555.9M)	QoQ -12.18% (-$958.9K) YoY -16.43% (-$1.4M)
BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAMcusip109194100)	53.8K	QoQ +3.83% (+2.0K) YoY +135.06% (+30.9K)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$555.9M)	QoQ +18.99% (+$1.1M) YoY +163.43% (+$4.2M)
COLGATE PALMOLIVE CO(CLcusip194162103)	72.3K	QoQ -22.58% (-21.1K) YoY -24.11% (-23.0K)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$555.9M)	QoQ -20.21% (-$1.7M) YoY -21.04% (-$1.8M)
UNION PACIFIC CORP(UNPcusip907818108)	28.5K	QoQ +6.08% (+1.6K) YoY +9.54% (+2.5K)	All Managers (Combined)	$6.7M	1.2% ($6.7M/$555.9M)	QoQ +9.90% (+$606.1K) YoY +5.23% (+$334.4K)
LINDE PLC(LINcusipG54950103)	13.7K	QoQ +8.04% (+1.0K) YoY +50.59% (+4.6K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$555.9M)	QoQ +20.17% (+$1.1M) YoY +51.02% (+$2.2M)