Impax Asset Management Group plc

LONDON, X0 · CIK 1749768 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityIMPAX ASSET MANAGEMENT GROUP PLC (GB)

Other 13F filers in this group: IMPAX ASSET MANAGEMENT LLC files a notice

$15.4bn reported value +7.1% vs Q1 2026

284positions

34.1%in top 10

9 new 126 added 111 reduced 12 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

IMPAX ASSET MANAGEMENT LLC – reports through this filing
Impax Asset Management LTD – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KLA CORP COM NEW KLAC	KLAC	2,482,564	$749.0m4.87%	4.87%	Reduced -1.2m	-1,155,326 -31.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	3,722,756	$744.9m4.85%	4.85%	Added +81.7k	+81,671 2.2%
3	LINDE PLC SHS LIN	LIN	1,419,343	$736.6m4.79%	4.79%	Reduced -292.4k	-292,437 -17.1%
4	XYLEM INC COM XYL	XYL	4,468,984	$528.3m3.44%	3.44%	Reduced -116.6k	-116,564 -2.5%
5	MICROSOFT CORP COM MSFT	MSFT	1,350,648	$503.8m3.28%	3.28%	Added +161.8k	+161,761 13.6%
6	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	3,583,592	$471.5m3.07%	3.07%	Added +766.4k	+766,367 27.2%
7	VERALTO CORP COM SHS VLTO	VLTO	5,186,589	$459.9m2.99%	2.99%	Added +1.8m	+1,810,492 53.6%
8	CINTAS CORP COM CTAS	CTAS	2,413,313	$410.5m2.67%	2.67%	Added +909.7k	+909,746 60.5%
9	WASTE CONNECTIONS INC COM WCN	WCN	1,979,027	$329.9m2.15%	2.15%	Reduced -138.4k	-138,398 -6.5%
10	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS	SBS	52,324,409	$302.4m1.97%	1.97%	Added +18.6m	+18,612,609 55.2%
11	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	1,845,942	$289.7m1.89%	1.89%	Reduced -81.6k	-81,568 -4.2%
12	ECOLAB INC COM ECL	ECL	988,389	$275.4m1.79%	1.79%	Added +129.1k	+129,096 15.0%
13	HUBBELL INC COM HUBB	HUBB	486,855	$254.7m1.66%	1.66%	Reduced -195.9k	-195,906 -28.7%
14	APTIV PLC COM SHS APTV	APTV	4,087,314	$250.9m1.63%	1.63%	Reduced -504.2k	-504,224 -11.0%
15	VERTIV HOLDINGS CO COM CL A VRT	VRT	729,503	$244.3m1.59%	1.59%	Reduced -355.0k	-354,980 -32.7%
16	AGILENT TECHNOLOGIES INC COM A	A	1,674,957	$222.5m1.45%	1.45%	Reduced -169.2k	-169,201 -9.2%
17	IDEX CORP COM IEX	IEX	962,000	$218.3m1.42%	1.42%	Added +14.1k	+14,054 1.5%
18	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	543,412	$212.7m1.38%	1.38%	Reduced -44.6k	-44,610 -7.6%
19	AMPHENOL CORP CL A APH	APH	1,195,285	$210.8m1.37%	1.37%	Added +850.8k	+850,769 246.9%
20	CORE & MAIN INC CL A CNM	CNM	4,203,618	$202.8m1.32%	1.32%	Added +1.4m	+1,352,251 47.4%
21	MARVELL TECHNOLOGY INC COM MRVL	MRVL	660,285	$196.7m1.28%	1.28%	Reduced -1.7m	-1,653,911 -71.5%
22	RENAISSANCERE HLDGS LTD COM RNR	RNR	615,422	$195.0m1.27%	1.27%	Reduced -22.3k	-22,292 -3.5%
23	SMITH A O CORP COM AOS	AOS	2,813,713	$176.5m1.15%	1.15%	Reduced -1.5m	-1,464,506 -34.2%
24	APPLIED MATLS INC COM AMAT	AMAT	242,832	$175.6m1.14%	1.14%	Reduced -16.8k	-16,770 -6.5%
25	ITRON INC COM ITRI	ITRI	1,926,905	$166.7m1.08%	1.08%	Reduced -266.2k	-266,243 -12.1%
26	MASCO CORP COM MAS	MAS	2,031,735	$165.3m1.08%	1.08%	Reduced -345.4k	-345,426 -14.5%
27	MASTERCARD INCORPORATED CL A MA	MA	317,661	$163.2m1.06%	1.06%	Added +38.2k	+38,167 13.7%
28	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	426,623	$160.1m1.04%	1.04%	Reduced -166.8k	-166,752 -28.1%
29	PENTAIR PLC SHS PNR	PNR	2,087,003	$160.0m1.04%	1.04%	Added +371.8k	+371,840 21.7%
30	TE CONNECTIVITY PLC ORD SHS TEL	TEL	762,712	$153.8m1.00%	1.00%	Added +18.4k	+18,359 2.5%
31	WABTEC COM WAB	WAB	558,757	$150.6m0.98%	0.98%	Added +240.4k	+240,407 75.5%
32	AECOM COM ACM	ACM	2,128,339	$148.6m0.97%	0.97%	Added +745.7k	+745,672 53.9%
33	SYNOPSYS INC COM SNPS	SNPS	332,929	$148.5m0.97%	0.97%	Added +17.4k	+17,406 5.5%
34	DEERE & CO COM DE	DE	230,130	$146.0m0.95%	0.95%	Added +211.6k	+211,598 1141.8%
35	BADGER METER INC COM BMI	BMI	945,694	$140.3m0.91%	0.91%	New
36	ZURN ELKAY WATER SOLNS CORP COM ZWS	ZWS	2,633,758	$133.1m0.87%	0.87%	Added +24.6k	+24,616 0.9%
37	VALMONT INDS INC COM VMI	VMI	226,080	$130.6m0.85%	0.85%	Reduced -995	-995 -0.4%
38	FRANKLIN ELEC INC COM FELE	FELE	1,175,582	$126.0m0.82%	0.82%	Reduced -121.0k	-121,027 -9.3%
39	UNION PAC CORP COM UNP	UNP	455,346	$123.9m0.81%	0.81%	Reduced -292.9k	-292,870 -39.1%
40	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	1,142,360	$115.2m0.75%	0.75%	Added +727.9k	+727,922 175.6%
41	TETRA TECH INC NEW COM TTEK	TTEK	3,931,741	$113.6m0.74%	0.74%	Added +101.7k	+101,667 2.6%
42	APPLE INC COM AAPL	AAPL	363,014	$105.0m0.68%	0.68%	Reduced -58.3k	-58,321 -13.8%
43	NEXTERA ENERGY INC COM NEE	NEE	1,175,682	$103.2m0.67%	0.67%	Added +1.1m	+1,130,384 2495.4%
44	QXO INC COM NEW QXO	QXO	5,861,003	$101.3m0.66%	0.66%	Added +1.1m	+1,147,935 24.4%
45	TRANE TECHNOLOGIES PLC SHS TT	TT	202,048	$99.2m0.65%	0.65%	Reduced -26.8k	-26,760 -11.7%
46	AUTODESK INC COM ADSK	ADSK	500,719	$97.3m0.63%	0.63%	Added +173.1k	+173,122 52.9%
47	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	836,410	$95.7m0.62%	0.62%	Added +12.0k	+11,980 1.4%
48	LITTELFUSE INC COM LFUS	LFUS	197,265	$89.8m0.58%	0.58%	Reduced -148.4k	-148,440 -42.9%
49	MONOLITHIC PWR SYS INC COM MPWR	MPWR	63,427	$87.7m0.57%	0.57%	Reduced -25.0k	-25,029 -28.3%
50	CITIZENS FINL GROUP INC COM CFG	CFG	1,105,960	$77.5m0.50%	0.50%	Reduced -168.4k	-168,423 -13.2%
51	MUELLER WTR PRODS INC COM SER A MWA	MWA	2,967,471	$76.6m0.50%	0.50%	Added +19.2k	+19,190 0.7%
52	GENERAC HLDGS INC COM GNRC	GNRC	256,642	$75.1m0.49%	0.49%	Reduced -79.8k	-79,819 -23.7%
53	CARRIER GLOBAL CORPORATION COM CARR	CARR	918,354	$67.4m0.44%	0.44%	Reduced -257.9k	-257,903 -21.9%
54	TREX CO INC COM TREX	TREX	1,304,299	$65.3m0.42%	0.42%	Reduced -462.1k	-462,069 -26.2%
55	NEXTRACKER INC CLASS A COM NXT	NXT	504,320	$60.1m0.39%	0.39%	Added +328.6k	+328,632 187.1%
56	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	118,420	$59.4m0.39%	0.39%	Added +662	+662 0.6%
57	ALPHABET INC CAP STK CL A GOOGL	GOOGL	163,682	$58.5m0.38%	0.38%	Reduced -31.3k	-31,251 -16.0%
58	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	143,389	$57.0m0.37%	0.37%	Added +9.1k	+9,113 6.8%
59	MARSH & MCLENNAN COS INC COM MRSH	MRSH	339,854	$56.6m0.37%	0.37%	Added +1.9k	+1,910 0.6%
60	ORMAT TECHNOLOGIES INC COM ORA	ORA	512,972	$55.9m0.36%	0.36%	Reduced -210.1k	-210,105 -29.1%
61	EBAY INC. COM EBAY	EBAY	491,790	$55.0m0.36%	0.36%	Reduced -2.2m	-2,224,045 -81.9%
62	AMAZON COM INC COM AMZN	AMZN	230,059	$54.8m0.36%	0.36%	Reduced -68.8k	-68,806 -23.0%
63	REPLIGEN CORP COM RGEN	RGEN	396,513	$54.1m0.35%	0.35%	Reduced -42.0k	-41,955 -9.6%
64	BROADCOM INC COM AVGO	AVGO	142,317	$53.8m0.35%	0.35%	Reduced -27.9k	-27,873 -16.4%
65	NVENT ELECTRIC PLC SHS NVT	NVT	303,448	$51.5m0.33%	0.33%	Reduced -224.4k	-224,417 -42.5%
66	TRIMBLE INC COM TRMB	TRMB	983,455	$50.3m0.33%	0.33%	Added +21.4k	+21,383 2.2%
67	BENTLEY SYS INC COM CL B BSY	BSY	1,657,397	$49.5m0.32%	0.32%	Reduced -20.2k	-20,191 -1.2%
68	BOSTON SCIENTIFIC CORP COM BSX	BSX	1,159,186	$49.5m0.32%	0.32%	Reduced -200.4k	-200,386 -14.7%
69	SERVICENOW INC COM NOW	NOW	471,965	$46.9m0.30%	0.30%	Added +17.6k	+17,569 3.9%
70	PROGRESSIVE CORP COM PGR	PGR	204,843	$44.7m0.29%	0.29%	Reduced -16.6k	-16,585 -7.5%
71	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	34,937	$44.6m0.29%	0.29%	Added +2.4k	+2,414 7.4%
72	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	525,000	$44.1m0.29%	0.29%	Reduced -125.0k	-125,000 -19.2%
73	AAON INC COM PAR $0.004 AAON	AAON	343,165	$43.5m0.28%	0.28%	Reduced -1.1m	-1,093,123 -76.1%
74	TYLER TECHNOLOGIES INC COM TYL	TYL	143,132	$41.9m0.27%	0.27%	Reduced -21.1k	-21,115 -12.9%
75	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	130,000	$41.1m0.27%	0.27%	Reduced -22.4k	-22,444 -14.7%
76	ELI LILLY & CO COM LLY	LLY	32,437	$38.9m0.25%	0.25%	Reduced -6.9k	-6,882 -17.5%
77	ON HLDG AG NAMEN AKT A ONON	ONON	1,032,886	$36.6m0.24%	0.24%	Added +360.4k	+360,412 53.6%
78	UNITED RENTALS INC COM URI	URI	31,672	$35.9m0.23%	0.23%	Reduced -14.6k	-14,590 -31.5%
79	MICRON TECHNOLOGY INC COM MU	MU	30,269	$34.9m0.23%	0.23%	Added +1.6k	+1,587 5.5%
80	MERCADOLIBRE INC COM MELI	MELI	20,199	$34.3m0.22%	0.22%	Added +461	+461 2.3%
81	JOHNSON & JOHNSON COM JNJ	JNJ	134,357	$34.1m0.22%	0.22%	Added +17.0k	+17,041 14.5%
82	PTC INC COM PTC	PTC	293,381	$33.3m0.22%	0.22%	Reduced -6.3k	-6,298 -2.1%
83	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,223,482	$31.6m0.21%	0.21%	Reduced -51.2k	-51,231 -4.0%
84	LAM RESEARCH CORP COM NEW LRCX	LRCX	66,443	$28.8m0.19%	0.19%	Reduced -2.6k	-2,633 -3.8%
85	EASTERN BANKSHARES INC COM EBC	EBC	1,275,000	$28.4m0.18%	0.18%	Unchanged
86	GILEAD SCIENCES INC COM GILD	GILD	224,260	$28.3m0.18%	0.18%	Added +13.4k	+13,447 6.4%
87	ALPHABET INC CAP STK CL C GOOG	GOOG	79,368	$28.0m0.18%	0.18%	Added +3.8k	+3,797 5.0%
88	ADVANCED MICRO DEVICES INC COM AMD	AMD	47,448	$27.6m0.18%	0.18%	Reduced -2.4k	-2,369 -4.8%
89	MITEK SYS INC COM NEW MITK	MITK	1,358,524	$27.3m0.18%	0.18%	Reduced -75.0k	-75,000 -5.2%
90	INTEL CORP COM INTC	INTC	193,978	$27.1m0.18%	0.18%	Added +31.2k	+31,222 19.2%
91	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	160,000	$27.0m0.18%	0.18%	Added +85.0k	+85,000 113.3%
92	MERCK & CO INC COM MRK	MRK	204,194	$26.2m0.17%	0.17%	Added +53.3k	+53,257 35.3%
93	WASTE MGMT INC DEL COM WM	WM	115,257	$25.7m0.17%	0.17%	Reduced -1.6k	-1,650 -1.4%
94	ACADIAN ASSET MANAGEMENT INC COM AAMI	AAMI	350,000	$25.0m0.16%	0.16%	Reduced -473.3k	-473,323 -57.5%
95	ABBOTT LABS COM ABT	ABT	272,358	$24.7m0.16%	0.16%	Added +65.8k	+65,789 31.9%
96	ORACLE CORP COM ORCL	ORCL	165,432	$24.2m0.16%	0.16%	Reduced -26.2k	-26,173 -13.7%
97	CITIGROUP INC COM NEW C	C	172,676	$24.2m0.16%	0.16%	Reduced -108	-108 -0.1%
98	TERADATA CORP DEL COM TDC	TDC	684,529	$23.7m0.15%	0.15%	Added +137.5k	+137,500 25.1%
99	SI-BONE INC COM SIBN	SIBN	1,425,010	$23.3m0.15%	0.15%	Unchanged
100	VISA INC COM CL A V	V	65,587	$22.5m0.15%	0.15%	Added +11.5k	+11,451 21.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
IMPAX FUNDS SERIES TRUST I BLDX	BLDX	2,755,857	$70.7m2.8m shares
CHEMED CORP NEW CHE	CHE	176,426	$66.6m176.4k shares
SEALED AIR CORP NEW		144,781	$6.1m144.8k shares
REVVITY INC RVTY	RVTY	62,822	$5.5m62.8k shares
BIOGEN INC BIIB	BIIB	28,728	$5.3m28.7k shares
GENEDX HOLDINGS CORP WGS	WGS	60,000	$3.9m60.0k shares
PRESTIGE CONSMR HEALTHCARE I PBH	PBH	65,000	$3.9m65.0k shares
VITAL FARMS INC VITL	VITL	238,915	$3.4m238.9k shares
GENERAL MLS INC GIS	GIS	66,766	$2.5m66.8k shares
WESCO INTL INC WCC	WCC	7,899	$2.2m7.9k shares
FIDELITY NATL INFORMATION SV FIS	FIS	35,504	$1.7m35.5k shares
INSULET CORP PODD	PODD	6,929	$1.5m6.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
HEALTH CATALYST INC HCAT · 13G · filed 2026-07-21	HCAT	5.4%≈ $8.0m	new	13G	2026-07-21