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Mirova US LLC

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13F filer, CIK 1802900, Boston, MA

Mirova US LLC reported $9,660,960,075 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 55.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002691

Period
2025-06-30
Reported value
$9.66B
Holdings
35
Top 10 weight
55.88%
New
4
Sold out
3

Part of the filer group Natixis Investment Managers

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TJXadded+1,678,665$207M
NVDAadded+1,242,633$196M
MSFTadded+361,519$180M
HUBBnew+341,289$139M
SHOPadded+990,596$114M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EBAYreduced-3,416,349-$254M
LLYreduced-215,500-$168M
APTVexited-2,690,741-$160M
ENPHexited-1,096,831-$68.1M
DHRreduced-257,551-$50.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002691, largest first. % of portfolio is the value over $9,660,960,075, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366,904 shares; 2024Q4: 5,209,444 shares; 2025Q1: 5,399,484 shares; 2025Q2: 6,642,117 shares 6,642,117$1.05B10.86%+1,242,633Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593,369 shares; 2024Q4: 1,546,921 shares; 2025Q1: 1,602,280 shares; 2025Q2: 1,963,799 shares 1,963,799$977M10.11%+361,519Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198,098 shares; 2024Q4: 1,164,697 shares; 2025Q1: 1,033,252 shares; 2025Q2: 1,070,696 shares 1,070,696$602M6.23%+37,444Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987,696 shares; 2024Q4: 1,916,391 shares; 2025Q1: 1,979,175 shares; 2025Q2: 2,052,803 shares 2,052,803$553M5.73%+73,628Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,899 shares; 2024Q4: 685,167 shares; 2025Q1: 708,549 shares; 2025Q2: 733,544 shares 733,544$416M4.3%+24,995Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,945 shares; 2024Q4: 1,699,845 shares; 2025Q1: 1,767,831 shares; 2025Q2: 1,797,084 shares 1,797,084$407M4.21%+29,253Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,790 shares; 2024Q4: 1,651,964 shares; 2025Q1: 1,710,686 shares; 2025Q2: 1,782,574 shares 1,782,574$365M3.78%+71,888Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028,863 shares; 2024Q4: 1,971,701 shares; 2025Q1: 2,034,159 shares; 2025Q2: 3,024,755 shares 3,024,755$349M3.61%+990,596Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455,614 shares; 2024Q4: 1,413,109 shares; 2025Q1: 1,463,261 shares; 2025Q2: 1,517,789 shares 1,517,789$347M3.59%+54,528Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985,095 shares; 2025Q1: 1,020,491 shares; 2025Q2: 2,699,156 shares 2,699,156$333M3.45%+1,678,665Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,686 shares; 2024Q4: 370,096 shares; 2025Q1: 384,492 shares; 2025Q2: 568,123 shares 568,123$309M3.2%+183,631Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,944 shares; 2024Q4: 589,921 shares; 2025Q1: 610,755 shares; 2025Q2: 395,255 shares 395,255$308M3.19%-215,500Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812,662 shares; 2024Q4: 770,794 shares; 2025Q1: 796,640 shares; 2025Q2: 825,940 shares 825,940$293M3.04%+29,300Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,232,668 shares; 2024Q4: 7,019,402 shares; 2025Q1: 7,249,272 shares; 2025Q2: 3,832,923 shares 3,832,923$285M2.95%-3,416,349Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,808 shares; 2024Q4: 762,525 shares; 2025Q1: 788,939 shares; 2025Q2: 687,066 shares 687,066$279M2.88%-101,873Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860,267 shares; 2024Q4: 3,794,690 shares; 2025Q1: 3,919,486 shares; 2025Q2: 3,991,191 shares 3,991,191$277M2.87%+71,705Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896,166 shares; 2024Q4: 1,841,615 shares; 2025Q1: 1,906,271 shares; 2025Q2: 2,000,499 shares 2,000,499$259M2.68%+94,228Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604,376 shares; 2024Q4: 1,559,036 shares; 2025Q1: 1,616,705 shares; 2025Q2: 1,680,174 shares 1,680,174$234M2.42%+63,469Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418,393 shares; 2024Q4: 1,377,202 shares; 2025Q1: 1,426,756 shares; 2025Q2: 1,169,205 shares 1,169,205$231M2.39%-257,551Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,355 shares; 2024Q4: 713,474 shares; 2025Q1: 739,285 shares; 2025Q2: 771,235 shares 771,235$231M2.39%+31,950Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863,132 shares; 2024Q4: 1,809,222 shares; 2025Q1: 1,876,996 shares; 2025Q2: 2,931,297 shares 2,931,297$229M2.37%+1,054,301Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,666 shares; 2024Q4: 627,829 shares; 2025Q1: 650,395 shares; 2025Q2: 679,213 shares 679,213$185M1.92%+28,818Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,382 shares; 2024Q4: 703,906 shares; 2025Q1: 728,984 shares; 2025Q2: 748,328 shares 748,328$184M1.9%+19,344Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,702 shares; 2024Q4: 2,084,949 shares; 2025Q1: 2,157,535 shares; 2025Q2: 2,182,880 shares 2,182,880$173M1.79%+25,345Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,916 shares; 2024Q4: 646,310 shares; 2025Q1: 894,616 shares; 2025Q2: 944,931 shares 944,931$156M1.62%+50,315Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518,997 shares; 2024Q4: 2,431,399 shares; 2025Q1: 2,544,267 shares; 2025Q2: 2,669,081 shares 2,669,081$150M1.55%+124,814Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,289 shares 341,289$139M1.44%newTimeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207,188 shares; 2024Q4: 1,172,381 shares; 2025Q1: 1,213,995 shares; 2025Q2: 1,253,258 shares 1,253,258$129M1.34%+39,263Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,326 shares; 2024Q4: 1,032,125 shares; 2025Q1: 1,068,326 shares; 2025Q2: 1,126,586 shares 1,126,586$114M1.18%+58,260Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,963 shares; 2024Q4: 407,588 shares; 2025Q1: 690,435 shares; 2025Q2: 708,310 shares 708,310$81.4M0.84%+17,875Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,907 shares 64,907$5.8M0.06%newTimeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,789 shares 57,789$3.68M0.04%newTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: 14,455 shares; 2025Q2: 24,514 shares 24,514$2.59M0.03%+10,059Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares 3,218$2.53M0.03%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 11,849 shares; 2025Q1: 16,111 shares; 2025Q2: 18,880 shares 18,880$1.72M0.02%+2,769Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APTVAPTIV PLC2,690,741$160Mshares
ENPHENPHASE ENERGY INC1,096,831$68.1Mshares
CSCOCISCO SYS INC18,315$1.13Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002691 base2025-07-23acceptance time not in the bulk data set