Mirova US LLC

Boston, MA · CIK 1802900 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$13.6bn
Staff64 · 37 in investment roles
Main clients (by assets)Private funds 94%, Mutual funds and ETFs 6%
Websitemirova.com
Form ADV · 2026-07-28SEC adviser record

Legal entityMIROVA US LLC (US)
Part of BPCE (FR)

Other 13F filers in this group: LOOMIS SAYLES & CO L P $79.8bn, HARRIS ASSOCIATES L P $75.2bn, NATIXIS $21.1bn, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $11.3bn, GATEWAY INVESTMENT ADVISERS LLC $10.1bn, OSSIAM $7.5bn, OSTRUM ASSET MANAGEMENT $2.1bn, DNCA FINANCE $2.1bn, AEW CAPITAL MANAGEMENT L P $1.7bn, VEGA INVESTMENT SOLUTIONS $704.5m

2 more

Natixis Investment Managers, LLC $173.2m, Natixis Investment Managers International last filed Q3 2025

$9.3bn reported value +5.5% vs Q1 2026

45positions

48.9%in top 10

5 new 4 added 36 reduced 2 sold out vs Q1 2026

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

MIROVA – files its own report too; $946.2m of shares are in both
NATIXIS ADVISORS, LLC – files its own report too

Also in the report of:

Russell Investments Group, Ltd. – $619.6m of shares are in both reports

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	NVIDIA CORPORATION COM NVDA	NVDA	4,309,689	$862.3m9.27%	9.27%	Reduced -746.1k	-746,110 -14.8%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,137,112	$543.1m5.84%	5.84%	Reduced -144.4k	-144,438 -11.3%
3	MASTERCARD INCORPORATED CL A MA	MA	924,618	$474.9m5.11%	5.11%	Reduced -33.1k	-33,128 -3.5%
4	MICROSOFT CORP COM MSFT	MSFT	1,206,161	$449.9m4.84%	4.84%	Reduced -349.5k	-349,455 -22.5%
5	PALO ALTO NETWORKS INC COM PANW	PANW	1,305,090	$445.1m4.79%	4.79%	Reduced -297.6k	-297,622 -18.6%
6	ELI LILLY & CO COM LLY	LLY	354,043	$424.6m4.57%	4.57%	Reduced -14.4k	-14,395 -3.9%
7	EBAY INC. COM EBAY	EBAY	3,206,010	$358.3m3.85%	3.85%	Reduced -226.5k	-226,521 -6.6%
8	BROADCOM INC COM AVGO	AVGO	919,362	$347.3m3.73%	3.73%	Reduced -194.1k	-194,148 -17.4%
9	VERTIV HOLDINGS CO COM CL A VRT	VRT	988,313	$330.9m3.56%	3.56%	Reduced -34.4k	-34,401 -3.4%
10	NEXTERA ENERGY INC COM NEE	NEE	3,556,095	$312.1m3.36%	3.36%	Reduced -67.4k	-67,382 -1.9%
11	ECOLAB INC COM ECL	ECL	1,113,930	$310.4m3.34%	3.34%	Reduced -56.1k	-56,065 -4.8%
12	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,600,237	$296.9m3.19%	3.19%	Reduced -71.0k	-71,005 -2.7%
13	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	591,257	$296.4m3.19%	3.19%	Reduced -23.8k	-23,833 -3.9%
14	HUBBELL INC COM HUBB	HUBB	561,819	$293.9m3.16%	3.16%	Reduced -14.1k	-14,092 -2.5%
15	WASTE MGMT INC DEL COM WM	WM	1,312,962	$292.6m3.15%	3.15%	Reduced -49.2k	-49,205 -3.6%
16	TJX COS INC NEW COM TJX	TJX	1,901,496	$288.1m3.10%	3.10%	Reduced -506.8k	-506,814 -21.0%
17	EDWARDS LIFESCIENCES CORP COM EW	EW	2,540,381	$229.8m2.47%	2.47%	Reduced -86.9k	-86,934 -3.3%
18	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,586,427	$224.1m2.41%	2.41%	Added +642.3k	+642,265 33.0%
19	XYLEM INC COM XYL	XYL	1,707,194	$201.8m2.17%	2.17%	Reduced -100.3k	-100,254 -5.5%
20	LOWES COS INC COM LOW	LOW	907,806	$200.2m2.15%	2.15%	Reduced -33.6k	-33,619 -3.6%
21	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	492,324	$195.8m2.11%	2.11%	Reduced -20.0k	-20,039 -3.9%
22	DANAHER CORPORATION COM DHR	DHR	999,996	$190.5m2.05%	2.05%	Reduced -51.4k	-51,434 -4.9%
23	AGCO CORP COM AGCO	AGCO	1,528,332	$182.9m1.97%	1.97%	Reduced -58.3k	-58,320 -3.7%
24	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	412,095	$161.3m1.73%	1.73%	Reduced -25.8k	-25,770 -5.9%
25	FIRST SOLAR INC COM FSLR	FSLR	655,621	$154.7m1.66%	1.66%	Reduced -42.9k	-42,931 -6.2%
26	BALL CORP COM BALL	BALL	2,399,395	$149.7m1.61%	1.61%	Reduced -7.6k	-7,623 -0.3%
27	ADVANCED MICRO DEVICES INC COM AMD	AMD	249,822	$145.1m1.56%	1.56%	New
28	VERALTO CORP COM SHS VLTO	VLTO	1,628,033	$144.4m1.55%	1.55%	Reduced -61.3k	-61,304 -3.6%
29	BOSTON SCIENTIFIC CORP COM BSX	BSX	3,101,478	$132.4m1.42%	1.42%	Added +898.1k	+898,077 40.8%
30	SMURFIT WESTROCK PLC SHS SW	SW	2,363,387	$109.3m1.18%	1.18%	New
31	VISA INC COM CL A V	V	293,703	$100.8m1.08%	1.08%	Reduced -32.1k	-32,061 -9.8%
32	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	619,117	$97.2m1.04%	1.04%	Reduced -9.7k	-9,726 -1.6%
33	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	697,230	$91.7m0.99%	0.99%	Reduced -53.5k	-53,465 -7.1%
34	SALESFORCE INC COM CRM	CRM	563,506	$88.3m0.95%	0.95%	Reduced -45.9k	-45,945 -7.5%
35	ORACLE CORP COM ORCL	ORCL	429,354	$62.9m0.68%	0.68%	New
36	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	337,013	$41.9m0.45%	0.45%	Reduced -345.7k	-345,693 -50.6%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	67,085	$24.0m0.26%	0.26%	Added +47.7k	+47,661 245.4%
38	APPLE INC COM AAPL	AAPL	40,220	$11.6m0.13%	0.13%	Added +24.8k	+24,800 160.8%
39	JPMORGAN CHASE & CO COM JPM	JPM	31,658	$10.4m0.11%	0.11%	New
40	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	82,108	$7.6m0.08%	0.08%	New
41	JOHNSON CTLS INTL PLC SHS JCI	JCI	37,625	$5.5m0.06%	0.06%	Reduced -6.3k	-6,342 -14.4%
42	NASDAQ INC COM NDAQ	NDAQ	39,990	$3.2m0.03%	0.03%	Reduced -26.2k	-26,217 -39.6%
43	COLGATE PALMOLIVE CO COM CL	CL	28,979	$2.7m0.03%	0.03%	Reduced -4.9k	-4,887 -14.4%
44	EVERSOURCE ENERGY COM ES	ES	33,715	$2.4m0.03%	0.03%	Reduced -10.1k	-10,127 -23.1%
45	INTUIT COM INTU	INTU	4,931	$1.3m0.01%	0.01%	Reduced -832	-832 -14.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMAZON COM INC AMZN	AMZN	15,144	$3.2m15.1k shares
META PLATFORMS INC META	META	3,798	$2.2m3.8k shares