Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings changes from Q4 2024 to Q1 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 5
- Est. +$3.49M
- Added
- 44
- Est. +$18.1M
- Reduced
- 35
- Est. −$17.9M
- Sold out
- 0
Portfolio value went from $579.5M to $555.9M (−$23.6M (−4.1%)); positions from 129 to 134 (+5).
All Q1 2025 holdingsAll Q4 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2025 and the gray one below is Q4 2024. For stocks that split between the two quarters, Q4 2024 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | ReducedHistory | 151,451161,861 | −10,410−6.4% | $75.4M$84.2M | −$5.18M | 13.6%14.5% | −0.97 |
| ECLEcolab Inc. | ReducedHistory | 159,076164,556 | −5,480−3.3% | $40.3M$38.6M | −$1.39M | 7.3%6.7% | +0.60 |
| ACNAccenture plc | ReducedHistory | 119,678124,138 | −4,460−3.6% | $37.3M$43.7M | −$1.39M | 6.7%7.5% | −0.82 |
| NVDANVIDIA Corp | AddedHistory | 237,091231,186 | +5,905+2.6% | $25.7M$31.0M | +$640.0K | 4.6%5.4% | −0.73 |
| MSFTMicrosoft Corp | AddedHistory | 67,82165,578 | +2,243+3.4% | $25.5M$27.6M | +$842.0K | 4.6%4.8% | −0.19 |
| LLYEli Lilly & Co | AddedHistory | 26,72525,695 | +1,030+4.0% | $22.1M$19.8M | +$850.7K | 4.0%3.4% | +0.55 |
| VVisa Inc. | AddedHistory | 44,97443,993 | +981+2.2% | $15.8M$13.9M | +$343.8K | 2.8%2.4% | +0.44 |
| WMWaste Management Inc | AddedHistory | 65,07263,437 | +1,635+2.6% | $15.1M$12.8M | +$378.5K | 2.7%2.2% | +0.50 |
| AXPAmerican Express Co | AddedHistory | 45,78542,900 | +2,885+6.7% | $12.3M$12.7M | +$776.2K | 2.2%2.2% | +0.02 |
| AWKAmerican Water Works Company, Inc. | AddedHistory | 79,77877,140 | +2,638+3.4% | $11.8M$9.60M | +$389.2K | 2.1%1.7% | +0.46 |
| XYLXylem Inc. | AddedHistory | 86,22183,983 | +2,238+2.7% | $10.3M$9.74M | +$267.4K | 1.9%1.7% | +0.17 |
| SYKStryker Corp | AddedHistory | 26,13625,779 | +357+1.4% | $9.73M$9.28M | +$132.9K | 1.8%1.6% | +0.15 |
| TRMBTrimble Inc. | ReducedHistory | 137,248147,289 | −10,041−6.8% | $9.01M$10.4M | −$659.2K | 1.6%1.8% | −0.17 |
| PGProcter & Gamble Co | AddedHistory | 45,07642,706 | +2,370+5.5% | $7.68M$7.16M | +$403.9K | 1.4%1.2% | +0.15 |
| ISRGIntuitive Surgical Inc | AddedHistory | 14,26713,703 | +564+4.1% | $7.07M$7.15M | +$279.3K | 1.3%1.2% | +0.04 |
| BSYBentley Systems Inc | AddedHistory | 175,597168,456 | +7,141+4.2% | $6.91M$7.87M | +$280.9K | 1.2%1.4% | −0.11 |
| BFAMBright Horizons Family Solutions Inc. | AddedHistory | 53,75551,770 | +1,985+3.8% | $6.83M$5.74M | +$252.2K | 1.2%1.0% | +0.24 |
| CLColgate Palmolive Co | ReducedHistory | 72,26093,347 | −21,087−22.6% | $6.77M$8.49M | −$1.98M | 1.2%1.5% | −0.25 |
| UNPUnion Pacific Corp | AddedHistory | 28,47926,845 | +1,634+6.1% | $6.73M$6.12M | +$386.0K | 1.2%1.1% | +0.15 |
| LINLinde PLC | AddedHistory | 13,73312,710 | +1,023+8.0% | $6.39M$5.32M | +$476.3K | 1.2%0.9% | +0.23 |
| IFFInternational Flavors & Fragrances Inc | AddedHistory | 81,98277,298 | +4,684+6.1% | $6.36M$6.54M | +$363.5K | 1.1%1.1% | +0.02 |
| GMGeneral Motors Co | AddedHistory | 133,969128,676 | +5,293+4.1% | $6.30M$6.85M | +$248.9K | 1.1%1.2% | −0.05 |
| EBAYeBay Inc | ReducedHistory | 89,39993,212 | −3,813−4.1% | $6.05M$5.77M | −$258.3K | 1.1%1.0% | +0.09 |
| WDAYWorkday, Inc. | AddedHistory | 22,45421,242 | +1,212+5.7% | $5.24M$5.48M | +$283.0K | 0.9%0.9% | 0.00 |
| ZTSZoetis Inc. | ReducedHistory | 31,22131,570 | −349−1.1% | $5.14M$5.14M | −$57.5K | 0.9%0.9% | +0.04 |
| CRMSalesforce, Inc. | AddedHistory | 18,85817,842 | +1,016+5.7% | $5.06M$5.97M | +$272.7K | 0.9%1.0% | −0.12 |
| MAMastercard Inc | ReducedHistory | 8,7519,828 | −1,077−11.0% | $4.80M$5.18M | −$590.3K | 0.9%0.9% | −0.03 |
| BMIBadger Meter Inc | ReducedHistory | 25,14325,353 | −210−0.8% | $4.78M$5.38M | −$40.0K | 0.9%0.9% | −0.07 |
| NOWServiceNow, Inc. | AddedHistory | 5,9905,748 | +242+4.2% | $4.77M$6.09M | +$192.7K | 0.9%1.1% | −0.19 |
| RUNSunrun Inc. | AddedHistory | 798,129570,462 | +227,667+39.9% | $4.68M$5.28M | +$1.33M | 0.8%0.9% | −0.07 |
| IEXIdex Corp | ReducedHistory | 25,29725,651 | −354−1.4% | $4.58M$5.37M | −$64.1K | 0.8%0.9% | −0.10 |
| EXPOExponent Inc | UnchangedHistory | 56,37756,377 | 00.0% | $4.57M$5.02M | $0 | 0.8%0.9% | −0.04 |
| GDDYGoDaddy Inc. | AddedHistory | 25,27224,038 | +1,234+5.1% | $4.55M$4.74M | +$222.3K | 0.8%0.8% | 0.00 |
| TTTrane Technologies plc | ReducedHistory | 13,29019,118 | −5,828−30.5% | $4.48M$7.06M | −$1.96M | 0.8%1.2% | −0.41 |
| LULUlululemon athletica inc. | AddedHistory | 15,68415,651 | +33+0.2% | $4.44M$5.99M | +$9.34K | 0.8%1.0% | −0.23 |
| ENSEnerSys | AddedHistory | 43,37425,626 | +17,748+69.3% | $3.97M$2.37M | +$1.63M | 0.7%0.4% | +0.31 |
| GPKGraphic Packaging Holding Co | ReducedHistory | 150,973152,851 | −1,878−1.2% | $3.92M$4.15M | −$48.8K | 0.7%0.7% | −0.01 |
| ROPRoper Technologies Inc | ReducedHistory | 6,6436,664 | −21−0.3% | $3.92M$3.46M | −$12.4K | 0.7%0.6% | +0.11 |
| SFMSprouts Farmers Market, Inc. | ReducedHistory | 25,43925,731 | −292−1.1% | $3.88M$3.27M | −$44.6K | 0.7%0.6% | +0.13 |
| PANWPalo Alto Networks Inc | AddedHistory | 22,47421,034 | +1,440+6.8% | $3.83M$3.83M | +$245.7K | 0.7%0.7% | +0.03 |
| CDNSCadence Design Systems Inc | AddedHistory | 14,90112,564 | +2,337+18.6% | $3.79M$3.77M | +$594.4K | 0.7%0.7% | +0.03 |
| TTEKTetra Tech Inc | ReducedHistory | 120,848121,710 | −862−0.7% | $3.53M$4.85M | −$25.2K | 0.6%0.8% | −0.20 |
| ELEstee Lauder Companies Inc | AddedHistory | 53,51450,417 | +3,097+6.1% | $3.53M$3.78M | +$204.4K | 0.6%0.7% | −0.02 |
| NEENextera Energy Inc | AddedHistory | 49,77249,518 | +254+0.5% | $3.53M$3.55M | +$18.0K | 0.6%0.6% | +0.02 |
| CMGChipotle Mexican Grill Inc | ReducedHistory | 68,53069,179 | −649−0.9% | $3.44M$4.17M | −$32.6K | 0.6%0.7% | −0.10 |
| PWRQuanta Services, Inc. | AddedHistory | 12,59911,017 | +1,582+14.4% | $3.20M$3.48M | +$402.1K | 0.6%0.6% | −0.02 |
| FSLRFirst Solar, Inc. | UnchangedHistory | 25,28325,283 | 00.0% | $3.20M$4.46M | $0 | 0.6%0.8% | −0.19 |
| Cyberark Software LtdM2682V108 | Added– | 9,2398,739 | +500+5.7% | $3.12M$2.91M | +$169.0K | 0.6%0.5% | +0.06 |
| EMREmerson Electric Co | AddedHistory | 27,17318,981 | +8,192+43.2% | $2.98M$2.35M | +$898.2K | 0.5%0.4% | +0.13 |
| WYWeyerhaeuser Co | ReducedHistory | 95,47096,484 | −1,014−1.1% | $2.80M$2.72M | −$29.7K | 0.5%0.5% | +0.03 |
| FLEXFlex Ltd. | ReducedHistory | 84,46091,460 | −7,000−7.7% | $2.79M$3.51M | −$231.6K | 0.5%0.6% | −0.10 |
| VZVerizon Communications Inc | AddedHistory | 56,71555,711 | +1,004+1.8% | $2.57M$2.23M | +$45.5K | 0.5%0.4% | +0.08 |
| CSCOCisco Systems, Inc. | AddedHistory | 40,28619,554 | +20,732+106.0% | $2.49M$1.16M | +$1.28M | 0.4%0.2% | +0.25 |
| VLTOVeralto Corp | AddedHistory | 25,42821,945 | +3,483+15.9% | $2.48M$2.24M | +$339.4K | 0.4%0.4% | +0.06 |
| AVYAvery Dennison Corp | ReducedHistory | 13,85014,162 | −312−2.2% | $2.46M$2.65M | −$55.5K | 0.4%0.5% | −0.01 |
| BSXBoston Scientific Corp | ReducedHistory | 22,33025,102 | −2,772−11.0% | $2.25M$2.24M | −$279.6K | 0.4%0.4% | +0.02 |
| MTDMettler Toledo International Inc | ReducedHistory | 1,8561,894 | −38−2.0% | $2.19M$2.32M | −$44.9K | 0.4%0.4% | −0.01 |
| PNRPENTAIR plc | ReducedHistory | 23,84724,486 | −639−2.6% | $2.09M$2.46M | −$55.9K | 0.4%0.4% | −0.05 |
| TJXTJX Companies Inc | AddedHistory | 15,75413,139 | +2,615+19.9% | $1.92M$1.59M | +$318.5K | 0.3%0.3% | +0.07 |
| BEPCBrookfield Renewable Corp | ReducedHistory | 68,24380,243 | −12,000−15.0% | $1.91M$2.22M | −$335.0K | 0.3%0.4% | −0.04 |
| ORCLOracle Corp | ReducedHistory | 13,15118,348 | −5,197−28.3% | $1.84M$3.06M | −$726.6K | 0.3%0.5% | −0.20 |
| PFEPfizer Inc | UnchangedHistory | 72,21572,215 | 00.0% | $1.83M$1.92M | $0 | 0.3%0.3% | 0.00 |
| MPWRMonolithic Power Systems, Inc. | ReducedHistory | 3,0693,397 | −328−9.7% | $1.78M$2.01M | −$190.2K | 0.3%0.3% | −0.03 |
| ITRIItron, Inc. | ReducedHistory | 16,41218,358 | −1,946−10.6% | $1.72M$1.99M | −$203.9K | 0.3%0.3% | −0.03 |
| ENPHEnphase Energy, Inc. | UnchangedHistory | 27,47427,474 | 00.0% | $1.70M$1.89M | $0 | 0.3%0.3% | −0.02 |
| TPCTutor Perini Corp | AddedHistory | 71,43856,170 | +15,268+27.2% | $1.66M$1.36M | +$353.9K | 0.3%0.2% | +0.06 |
| ZWSZurn Elkay Water Solutions Corp | NewHistory | 48,5090 | +48,509 | $1.60M$0 | +$1.60M | 0.3%0.0% | +0.29 |
| CNMCore & Main, Inc. | ReducedHistory | 32,18534,961 | −2,776−7.9% | $1.55M$1.78M | −$134.1K | 0.3%0.3% | −0.03 |
| BNYBank of New York Mellon Corp | UnchangedHistory | 17,16217,162 | 00.0% | $1.44M$1.32M | $0 | 0.3%0.2% | +0.03 |
| TREXTrex Co Inc | ReducedHistory | 24,22124,687 | −466−1.9% | $1.41M$1.70M | −$27.1K | 0.3%0.3% | −0.04 |
| MPMP Materials Corp. | ReducedHistory | 52,89772,897 | −20,000−27.4% | $1.29M$1.14M | −$488.2K | 0.2%0.2% | +0.04 |
| ONOn Semiconductor Corp | UnchangedHistory | 29,20829,208 | 00.0% | $1.19M$1.84M | $0 | 0.2%0.3% | −0.10 |
| WTSWatts Water Technologies Inc | UnchangedHistory | 5,5215,521 | 00.0% | $1.13M$1.12M | $0 | 0.2%0.2% | +0.01 |
| MWAMueller Water Products, Inc. | UnchangedHistory | 39,33539,335 | 00.0% | $999.9K$885.0K | $0 | 0.2%0.2% | +0.03 |
| ROKRockwell Automation, Inc | ReducedHistory | 3,8405,040 | −1,200−23.8% | $992.2K$1.44M | −$310.1K | 0.2%0.2% | −0.07 |
| PTCPTC Inc. | AddedHistory | 6,328328 | +6,000+1,829.3% | $980.5K$60.3K | +$929.7K | 0.2%<0.1% | +0.17 |
| APTVAptiv PLC | ReducedHistory | 16,01321,013 | −5,000−23.8% | $952.8K$1.27M | −$297.5K | 0.2%0.2% | −0.05 |
| AGCOAGCO Corp | UnchangedHistory | 9,9569,956 | 00.0% | $921.6K$930.7K | $0 | 0.2%0.2% | +0.01 |
| ANSSAnsys Inc | UnchangedHistory | 2,9072,907 | 00.0% | $920.2K$980.6K | $0 | 0.2%0.2% | 0.00 |
| BMYBristol Myers Squibb Co | NewHistory | 14,8050 | +14,805 | $903.0K$0 | +$903.0K | 0.2%0.0% | +0.16 |
| ALVAutoliv Inc | UnchangedHistory | 10,02010,020 | 00.0% | $886.3K$939.8K | $0 | 0.2%0.2% | 0.00 |
| DHRDanaher Corp | UnchangedHistory | 3,9313,931 | 00.0% | $805.9K$902.4K | $0 | 0.1%0.2% | −0.01 |
| NOVTNovanta Inc | UnchangedHistory | 5,9975,997 | 00.0% | $766.8K$916.2K | $0 | 0.1%0.2% | −0.02 |
| VRTVertiv Holdings Co | AddedHistory | 10,0002,928 | +7,072+241.5% | $722.0K$332.6K | +$510.6K | 0.1%0.1% | +0.07 |
| BCCBoise Cascade Co | UnchangedHistory | 7,0837,083 | 00.0% | $694.8K$841.9K | $0 | 0.1%0.1% | −0.02 |
| OMCOmnicom Group Inc. | UnchangedHistory | 7,9547,954 | 00.0% | $659.5K$684.4K | $0 | 0.1%0.1% | 0.00 |
| KAIKadant Inc | UnchangedHistory | 1,8641,864 | 00.0% | $628.0K$643.1K | $0 | 0.1%0.1% | 0.00 |
| NEONeogenomics Inc | UnchangedHistory | 64,93564,935 | 00.0% | $616.2K$1.07M | $0 | 0.1%0.2% | −0.07 |
| ADBEAdobe Inc. | AddedHistory | 1,5191,461 | +58+4.0% | $582.6K$649.7K | +$22.2K | 0.1%0.1% | −0.01 |
| DCIDonaldson Co Inc | UnchangedHistory | 8,5768,576 | 00.0% | $575.1K$577.6K | $0 | 0.1%0.1% | 0.00 |
| ADSKAutodesk, Inc. | AddedHistory | 2,1742,046 | +128+6.3% | $569.2K$604.7K | +$33.5K | 0.1%0.1% | 0.00 |
| HASIHA Sustainable Infrastructure Capital, Inc. | UnchangedHistory | 19,12919,129 | 00.0% | $559.3K$513.2K | $0 | 0.1%0.1% | +0.01 |
| ARRYArray Technologies, Inc. | ReducedHistory | 114,236143,622 | −29,386−20.5% | $556.3K$867.5K | −$143.1K | 0.1%0.1% | −0.05 |
| OCOwens Corning | UnchangedHistory | 3,8033,803 | 00.0% | $543.1K$647.7K | $0 | 0.1%0.1% | −0.01 |
| SGSweetgreen, Inc. | UnchangedHistory | 20,50020,500 | 00.0% | $512.9K$657.2K | $0 | 0.1%0.1% | −0.02 |
| ONONOn Holding AG | UnchangedHistory | 11,55411,554 | 00.0% | $507.5K$632.8K | $0 | 0.1%0.1% | −0.02 |
| VITLVital Farms, Inc. | AddedHistory | 16,46510,900 | +5,565+51.1% | $501.7K$410.8K | +$169.6K | 0.1%0.1% | +0.02 |
| BDXBecton Dickinson & Co | UnchangedHistory | 2,1492,149 | 00.0% | $492.3K$487.5K | $0 | 0.1%0.1% | 0.00 |
| NFLXNetflix Inc | AddedHistory | 525314 | +211+67.2% | $489.6K$279.9K | +$196.8K | 0.1%<0.1% | +0.04 |
| GEFGreif, Inc | ReducedHistory | 8,22814,857 | −6,629−44.6% | $452.5K$908.1K | −$364.5K | 0.1%0.2% | −0.08 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.