Mirova US LLC
Net seller this quarter
$9.3B
45
-$436M
48.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $862M | 9.27% | 0.02% | -14.8% | Q1 2020 |
 TSM | $543M | 5.84% | 0.00% | -11.3% | Q1 2020 |
 MA | $475M | 5.11% | 0.08% | -3.5% | Q1 2020 |
 MSFT | $450M | 4.84% | 0.02% | -22.5% | Q1 2020 |
 PANW | $445M | 4.79% | 0.16% | -18.6% | Q4 2023 |
 LLY | $425M | 4.57% | 0.04% | -3.9% | Q1 2021 |
 EBAY | $358M | 3.85% | 0.72% | -6.6% | Q1 2020 |
 AVGO | $347M | 3.73% | 0.02% | -17.4% | Q3 2025 |
 VRT | $331M | 3.56% | 0.26% | -3.4% | Q4 2025 |
 NEE | $312M | 3.36% | 0.17% | -1.9% | Q1 2020 |
 ECL | $310M | 3.34% | 0.40% | -4.8% | Q1 2020 |
 SHOP | $297M | 3.19% | 0.66% | -2.7% | Q1 2024 |
 TMO | $296M | 3.19% | 0.16% | -3.9% | Q1 2020 |
 HUBB | $294M | 3.16% | 1.06% | -2.5% | Q2 2025 |
 WM | $293M | 3.15% | 0.33% | -3.6% | Q2 2020 |
 TJX | $288M | 3.10% | 0.17% | -21.0% | Q4 2024 |
 EW | $230M | 2.47% | 0.44% | -3.3% | Q3 2022 |
 CP | $224M | 2.41% | 0.29% | +33.0% | Q2 2024 |
 XYL | $202M | 2.17% | 0.72% | -5.6% | Q1 2020 |
 LOW | $200M | 2.15% | 0.16% | -3.6% | Q4 2025 |
 ISRG | $196M | 2.11% | 0.14% | -3.9% | Q1 2020 |
 DHR | $190M | 2.05% | 0.14% | -4.9% | Q1 2020 |
 AGCO | $183M | 1.97% | 2.18% | -3.7% | Q4 2022 |
 WTS | $161M | 1.73% | Not reported | -5.9% | Q1 2020 |
 FSLR | $155M | 1.66% | 0.61% | -6.2% | Q3 2021 |
 BALL | $150M | 1.61% | 0.90% | -0.3% | Q3 2020 |
 AMD | $145M | 1.56% | 0.02% | New | Q2 2026 |
 VLTO | $144M | 1.55% | 0.66% | -3.6% | Q4 2023 |
 BSX | $132M | 1.42% | 0.21% | +40.8% | Q4 2025 |
 SW | $109M | 1.18% | 0.45% | New | Q2 2026 |
 V | $101M | 1.08% | 0.02% | -9.8% | Q1 2020 |
 WMS | $97.2M | 1.04% | 0.87% | -1.6% | Q3 2024 |
 AWK | $91.7M | 0.99% | 0.36% | -7.1% | Q1 2020 |
 CRM | $88.3M | 0.95% | 0.07% | -7.5% | Q3 2024 |
 ORCL | $62.9M | 0.68% | 0.01% | Not reported | Q1 2020 |
 ACN | $41.9M | 0.45% | 0.05% | -50.6% | Q2 2023 |
 GOOGL | $24M | 0.26% | 0.00% | +245.4% | Q1 2020 |
 AAPL | $11.6M | 0.13% | 0.00% | +160.8% | Q4 2025 |
 JPM | $10.4M | 0.11% | 0.00% | New | Q2 2026 |
 ORLY | $7.56M | 0.08% | 0.01% | New | Q2 2026 |
 JCI | $5.5M | 0.06% | 0.01% | -14.4% | Q4 2024 |
 NDAQ | $3.15M | 0.03% | 0.01% | -39.6% | Q2 2025 |
 CL | $2.66M | 0.03% | 0.00% | -14.4% | Q2 2022 |
 ES | $2.44M | 0.03% | 0.01% | -23.1% | Q2 2025 |
 INTU | $1.29M | 0.01% | 0.00% | -14.4% | Q2 2025 |
| Q1 2026 | |||||
| NVDA | $882M | 10.01% | 0.02% | -3.8% | Q1 2020 |
| MSFT | $576M | 6.53% | 0.02% | -4.0% | Q1 2020 |
| MA | $479M | 5.43% | 0.08% | -3.9% | Q1 2020 |
| TSM | $433M | 4.91% | 0.00% | -23.7% | Q1 2020 |
| TJX | $385M | 4.36% | 0.22% | -4.1% | Q4 2024 |
| AVGO | $345M | 3.91% | 0.02% | +19.8% | Q3 2025 |
| LLY | $339M | 3.85% | 0.04% | -4.1% | Q1 2021 |
| NEE | $337M | 3.82% | 0.17% | -2.7% | Q1 2020 |
| SHOP | $317M | 3.60% | 0.68% | -4.1% | Q1 2024 |
| WM | $313M | 3.55% | 0.34% | -4.0% | Q2 2020 |
| EBAY | $312M | 3.55% | 0.77% | -3.3% | Q1 2020 |
| ECL | $311M | 3.53% | 0.42% | -18.6% | Q1 2020 |
| TMO | $302M | 3.43% | 0.17% | -4.1% | Q1 2020 |
| HUBB | $283M | 3.21% | 1.08% | +20.3% | Q2 2025 |
| PANW | $257M | 2.92% | 0.20% | -3.9% | Q4 2023 |
| VRT | $256M | 2.91% | 0.27% | +30.8% | Q4 2025 |
| ISRG | $236M | 2.68% | 0.14% | -4.1% | Q1 2020 |
| LOW | $222M | 2.52% | 0.17% | -4.1% | Q4 2025 |
| XYL | $216M | 2.45% | 0.74% | -3.9% | Q1 2020 |
| EW | $210M | 2.39% | 0.46% | -4.1% | Q3 2022 |
| DHR | $199M | 2.26% | 0.15% | -4.0% | Q1 2020 |
| AGCO | $184M | 2.09% | 2.19% | +36.2% | Q4 2022 |
| CP | $153M | 1.74% | 0.22% | -4.2% | Q2 2024 |
| VLTO | $149M | 1.70% | 0.68% | +60.5% | Q4 2023 |
| BALL | $142M | 1.61% | 0.90% | -4.3% | Q3 2020 |
| BSX | $138M | 1.57% | 0.15% | +60.8% | Q4 2025 |
| FSLR | $138M | 1.56% | 0.65% | -21.4% | Q3 2021 |
| ACN | $135M | 1.54% | 0.11% | -4.0% | Q2 2023 |
| WTS | $127M | 1.44% | Not reported | -4.9% | Q1 2020 |
| CRM | $114M | 1.29% | 0.07% | -4.0% | Q3 2024 |
| AWK | $102M | 1.16% | 0.38% | -4.0% | Q1 2020 |
| V | $98.5M | 1.12% | 0.02% | -57.8% | Q1 2020 |
| WMS | $86.2M | 0.98% | 0.87% | -4.9% | Q3 2024 |
| JCI | $5.76M | 0.07% | 0.01% | -0.2% | Q4 2024 |
| NDAQ | $5.62M | 0.06% | 0.01% | -22.7% | Q2 2025 |
| GOOGL | $5.59M | 0.06% | 0.00% | Not reported | Q1 2020 |
| AAPL | $3.91M | 0.04% | 0.00% | Not reported | Q4 2025 |
 AMZN | $3.15M | 0.04% | 0.00% | Not reported | Q4 2025 |
| ES | $3.04M | 0.03% | 0.01% | -18.9% | Q2 2025 |
| CL | $2.89M | 0.03% | 0.00% | -0.2% | Q2 2022 |
| INTU | $2.49M | 0.03% | 0.00% | -0.2% | Q2 2025 |
 META | $2.17M | 0.02% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $980M | 9.84% | 0.02% | -17.4% | Q1 2020 |
| MSFT | $784M | 7.87% | 0.02% | -14.0% | Q1 2020 |
| MA | $569M | 5.71% | 0.08% | -3.1% | Q1 2020 |
| TSM | $511M | 5.13% | 0.01% | -3.0% | Q1 2020 |
| SHOP | $448M | 4.50% | 0.71% | -3.4% | Q1 2024 |
| LLY | $413M | 4.15% | 0.04% | +1.0% | Q1 2021 |
| TJX | $386M | 3.87% | 0.23% | -3.3% | Q4 2024 |
| ECL | $377M | 3.79% | 0.51% | -21.2% | Q1 2020 |
| TMO | $372M | 3.73% | 0.17% | -3.0% | Q1 2020 |
| AVGO | $322M | 3.23% | 0.02% | +173.5% | Q3 2025 |
| WM | $312M | 3.13% | 0.35% | -2.9% | Q2 2020 |
| EBAY | $309M | 3.10% | 0.79% | -3.5% | Q1 2020 |
| PANW | $307M | 3.08% | 0.24% | -2.9% | Q4 2023 |
| ISRG | $303M | 3.04% | 0.15% | -2.6% | Q1 2020 |
| NEE | $299M | 3.00% | 0.18% | -3.0% | Q1 2020 |
| V | $271M | 2.72% | 0.04% | -2.9% | Q1 2020 |
| XYL | $256M | 2.57% | 0.77% | -2.7% | Q1 2020 |
| DHR | $251M | 2.52% | 0.15% | -2.8% | Q1 2020 |
| LOW | $237M | 2.38% | 0.17% | New | Q4 2025 |
| EW | $234M | 2.34% | 0.47% | -2.9% | Q3 2022 |
| FSLR | $232M | 2.33% | 0.83% | -2.5% | Q3 2021 |
| HUBB | $213M | 2.13% | 0.90% | -1.3% | Q2 2025 |
| ACN | $191M | 1.92% | 0.11% | -3.9% | Q2 2023 |
| CRM | $168M | 1.69% | 0.07% | -2.6% | Q3 2024 |
| CP | $149M | 1.50% | 0.23% | -3.1% | Q2 2024 |
| BALL | $133M | 1.34% | 0.94% | -2.2% | Q3 2020 |
| BSX | $131M | 1.31% | 0.09% | New | Q4 2025 |
| WTS | $127M | 1.28% | Not reported | -2.4% | Q1 2020 |
| VRT | $127M | 1.27% | 0.20% | New | Q4 2025 |
| AGCO | $121M | 1.22% | 1.60% | -3.5% | Q4 2022 |
| VLTO | $105M | 1.05% | 0.42% | -2.9% | Q4 2023 |
| AWK | $102M | 1.02% | 0.40% | -51.9% | Q1 2020 |
| WMS | $95.7M | 0.96% | 0.90% | -3.0% | Q3 2024 |
 ROP | $86.2M | 0.87% | 0.18% | -72.5% | Q1 2020 |
| NDAQ | $8.32M | 0.08% | 0.02% | +9.6% | Q2 2025 |
| GOOGL | $6.08M | 0.06% | 0.00% | Not reported | Q1 2020 |
| JCI | $5.27M | 0.05% | 0.01% | +19.1% | Q4 2024 |
| AAPL | $4.19M | 0.04% | 0.00% | New | Q4 2025 |
| INTU | $3.83M | 0.04% | 0.00% | +19.1% | Q2 2025 |
| ES | $3.64M | 0.04% | 0.01% | -5.7% | Q2 2025 |
| AMZN | $3.5M | 0.04% | 0.00% | New | Q4 2025 |
| CL | $2.68M | 0.03% | 0.00% | +19.1% | Q2 2022 |
| META | $2.51M | 0.03% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $1.19B | 11.99% | 0.03% | -4.2% | Q1 2020 |
| MSFT | $976M | 9.86% | 0.03% | -4.0% | Q1 2020 |
| MA | $585M | 5.91% | 0.08% | -3.9% | Q1 2020 |
| ECL | $500M | 5.05% | 0.64% | -11.1% | Q1 2020 |
| TSM | $484M | 4.89% | 0.01% | -3.6% | Q1 2020 |
| SHOP | $428M | 4.33% | 0.73% | -4.7% | Q1 2024 |
| TJX | $375M | 3.79% | 0.23% | -3.9% | Q4 2024 |
| ROP | $352M | 3.55% | 0.66% | -3.8% | Q1 2020 |
| PANW | $350M | 3.53% | 0.26% | -3.7% | Q4 2023 |
| EBAY | $334M | 3.38% | 0.81% | -4.1% | Q1 2020 |
| WM | $323M | 3.26% | 0.36% | -3.7% | Q2 2020 |
| TMO | $320M | 3.24% | 0.18% | -3.8% | Q1 2020 |
| LLY | $290M | 2.93% | 0.04% | -3.7% | Q1 2021 |
| NEE | $290M | 2.92% | 0.18% | -3.9% | Q1 2020 |
| XYL | $285M | 2.88% | 0.79% | -3.4% | Q1 2020 |
| V | $272M | 2.74% | 0.04% | -3.6% | Q1 2020 |
| ISRG | $245M | 2.48% | 0.15% | -3.4% | Q1 2020 |
| AWK | $226M | 2.29% | 0.83% | -3.2% | Q1 2020 |
| DHR | $223M | 2.26% | 0.16% | -3.6% | Q1 2020 |
| EW | $219M | 2.22% | 0.49% | -3.7% | Q3 2022 |
| HUBB | $209M | 2.11% | 0.91% | +42.2% | Q2 2025 |
| FSLR | $201M | 2.03% | 0.85% | -3.5% | Q3 2021 |
| ACN | $183M | 1.84% | 0.12% | -4.0% | Q2 2023 |
| CP | $156M | 1.57% | 0.23% | -4.1% | Q2 2024 |
| CRM | $154M | 1.56% | 0.07% | -4.1% | Q3 2024 |
| WTS | $132M | 1.33% | Not reported | -37.0% | Q1 2020 |
| BALL | $130M | 1.31% | 0.94% | -3.7% | Q3 2020 |
| AGCO | $129M | 1.30% | 1.62% | -3.7% | Q4 2022 |
| VLTO | $116M | 1.17% | 0.44% | -3.7% | Q4 2023 |
| AVGO | $112M | 1.13% | 0.01% | New | Q3 2025 |
| WMS | $94.5M | 0.95% | 0.94% | -3.8% | Q3 2024 |
| NDAQ | $6.91M | 0.07% | 0.01% | +20.4% | Q2 2025 |
| ES | $4.08M | 0.04% | 0.02% | -0.8% | Q2 2025 |
| JCI | $4.07M | 0.04% | 0.01% | +50.9% | Q4 2024 |
| INTU | $3.31M | 0.03% | 0.00% | +50.8% | Q2 2025 |
| CL | $2.28M | 0.02% | 0.00% | +50.9% | Q2 2022 |