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Mirova US LLC

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13F filer, CIK 1802900, Boston, MA

Mirova US LLC reported $8,812,194,632 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 49.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001659

Period
2026-03-31
Reported value
$8.81B
Holdings
42
Top 10 weight
49.97%
New
0
Sold out
1

Part of the filer group Natixis Investment Managers

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRTadded+240,856$60.4M
AVGOadded+183,850$56.9M
VLTOadded+636,447$56.3M
BSXadded+833,372$52.3M
AGCOadded+422,034$48.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Vreduced-446,946-$135M
TSMreduced-398,518-$135M
ROPexited-193,763-$86.2M
ECLreduced-267,646-$71.2M
FSLRreduced-190,525-$37.6M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001659, largest first. % of portfolio is the value over $8,812,194,632, 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; 2024Q2: restricted; 2024Q3: 5,366,904 shares; 2024Q4: 5,209,444 shares; 2025Q1: 5,399,484 shares; 2025Q2: 6,642,117 shares; 2025Q3: 6,362,230 shares; 2025Q4: 5,255,403 shares; 2026Q1: 5,055,799 shares 5,055,799$882M10.01%-199,604Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593,369 shares; 2024Q4: 1,546,921 shares; 2025Q1: 1,602,280 shares; 2025Q2: 1,963,799 shares; 2025Q3: 1,885,058 shares; 2025Q4: 1,621,063 shares; 2026Q1: 1,555,616 shares 1,555,616$576M6.53%-65,447Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198,098 shares; 2024Q4: 1,164,697 shares; 2025Q1: 1,033,252 shares; 2025Q2: 1,070,696 shares; 2025Q3: 1,028,601 shares; 2025Q4: 996,782 shares; 2026Q1: 957,746 shares 957,746$479M5.43%-39,036Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043,945 shares; 2024Q4: 1,699,845 shares; 2025Q1: 1,767,831 shares; 2025Q2: 1,797,084 shares; 2025Q3: 1,732,421 shares; 2025Q4: 1,680,068 shares; 2026Q1: 1,281,550 shares 1,281,550$433M4.91%-398,518Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 985,095 shares; 2025Q1: 1,020,491 shares; 2025Q2: 2,699,156 shares; 2025Q3: 2,594,672 shares; 2025Q4: 2,510,145 shares; 2026Q1: 2,408,310 shares 2,408,310$385M4.36%-101,835Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339,947 shares; 2025Q4: 929,660 shares; 2026Q1: 1,113,510 shares 1,113,510$345M3.91%+183,850Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,944 shares; 2024Q4: 589,921 shares; 2025Q1: 610,755 shares; 2025Q2: 395,255 shares; 2025Q3: 380,667 shares; 2025Q4: 384,274 shares; 2026Q1: 368,438 shares 368,438$339M3.85%-15,836Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860,267 shares; 2024Q4: 3,794,690 shares; 2025Q1: 3,919,486 shares; 2025Q2: 3,991,191 shares; 2025Q3: 3,835,334 shares; 2025Q4: 3,722,211 shares; 2026Q1: 3,623,477 shares 3,623,477$337M3.82%-98,734Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028,863 shares; 2024Q4: 1,971,701 shares; 2025Q1: 2,034,159 shares; 2025Q2: 3,024,755 shares; 2025Q3: 2,882,479 shares; 2025Q4: 2,785,943 shares; 2026Q1: 2,671,242 shares 2,671,242$317M3.6%-114,701Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455,614 shares; 2024Q4: 1,413,109 shares; 2025Q1: 1,463,261 shares; 2025Q2: 1,517,789 shares; 2025Q3: 1,462,037 shares; 2025Q4: 1,419,444 shares; 2026Q1: 1,362,167 shares 1,362,167$313M3.55%-57,277Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,232,668 shares; 2024Q4: 7,019,402 shares; 2025Q1: 7,249,272 shares; 2025Q2: 3,832,923 shares; 2025Q3: 3,675,555 shares; 2025Q4: 3,548,645 shares; 2026Q1: 3,432,531 shares 3,432,531$312M3.55%-116,114Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987,696 shares; 2024Q4: 1,916,391 shares; 2025Q1: 1,979,175 shares; 2025Q2: 2,052,803 shares; 2025Q3: 1,824,872 shares; 2025Q4: 1,437,641 shares; 2026Q1: 1,169,995 shares 1,169,995$311M3.53%-267,646Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,808 shares; 2024Q4: 762,525 shares; 2025Q1: 788,939 shares; 2025Q2: 687,066 shares; 2025Q3: 660,789 shares; 2025Q4: 641,259 shares; 2026Q1: 615,090 shares 615,090$302M3.43%-26,169Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,289 shares; 2025Q3: 485,165 shares; 2025Q4: 478,760 shares; 2026Q1: 575,911 shares 575,911$283M3.21%+97,151Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,790 shares; 2024Q4: 1,651,964 shares; 2025Q1: 1,710,686 shares; 2025Q2: 1,782,574 shares; 2025Q3: 1,717,294 shares; 2025Q4: 1,667,837 shares; 2026Q1: 1,602,712 shares 1,602,712$257M2.92%-65,125Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781,858 shares; 2026Q1: 1,022,714 shares 1,022,714$256M2.91%+240,856Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,686 shares; 2024Q4: 370,096 shares; 2025Q1: 384,492 shares; 2025Q2: 568,123 shares; 2025Q3: 548,599 shares; 2025Q4: 534,129 shares; 2026Q1: 512,363 shares 512,363$236M2.68%-21,766Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 981,128 shares; 2026Q1: 941,425 shares 941,425$222M2.52%-39,703Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896,166 shares; 2024Q4: 1,841,615 shares; 2025Q1: 1,906,271 shares; 2025Q2: 2,000,499 shares; 2025Q3: 1,933,134 shares; 2025Q4: 1,881,190 shares; 2026Q1: 1,807,448 shares 1,807,448$216M2.45%-73,742Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863,132 shares; 2024Q4: 1,809,222 shares; 2025Q1: 1,876,996 shares; 2025Q2: 2,931,297 shares; 2025Q3: 2,822,092 shares; 2025Q4: 2,739,071 shares; 2026Q1: 2,627,315 shares 2,627,315$210M2.39%-111,756Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418,393 shares; 2024Q4: 1,377,202 shares; 2025Q1: 1,426,756 shares; 2025Q2: 1,169,205 shares; 2025Q3: 1,126,791 shares; 2025Q4: 1,094,872 shares; 2026Q1: 1,051,430 shares 1,051,430$199M2.26%-43,442Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207,188 shares; 2024Q4: 1,172,381 shares; 2025Q1: 1,213,995 shares; 2025Q2: 1,253,258 shares; 2025Q3: 1,206,541 shares; 2025Q4: 1,164,618 shares; 2026Q1: 1,586,652 shares 1,586,652$184M2.09%+422,034Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148,702 shares; 2024Q4: 2,084,949 shares; 2025Q1: 2,157,535 shares; 2025Q2: 2,182,880 shares; 2025Q3: 2,093,702 shares; 2025Q4: 2,029,319 shares; 2026Q1: 1,944,162 shares 1,944,162$153M1.74%-85,157Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,326 shares; 2024Q4: 1,032,125 shares; 2025Q1: 1,068,326 shares; 2025Q2: 1,126,586 shares; 2025Q3: 1,084,448 shares; 2025Q4: 1,052,890 shares; 2026Q1: 1,689,337 shares 1,689,337$149M1.7%+636,447Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518,997 shares; 2024Q4: 2,431,399 shares; 2025Q1: 2,544,267 shares; 2025Q2: 2,669,081 shares; 2025Q3: 2,571,241 shares; 2025Q4: 2,516,026 shares; 2026Q1: 2,407,018 shares 2,407,018$142M1.61%-109,008Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370,029 shares; 2026Q1: 2,203,401 shares 2,203,401$138M1.57%+833,372Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,916 shares; 2024Q4: 646,310 shares; 2025Q1: 894,616 shares; 2025Q2: 944,931 shares; 2025Q3: 911,917 shares; 2025Q4: 889,077 shares; 2026Q1: 698,552 shares 698,552$138M1.56%-190,525Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,355 shares; 2024Q4: 713,474 shares; 2025Q1: 739,285 shares; 2025Q2: 771,235 shares; 2025Q3: 740,370 shares; 2025Q4: 711,254 shares; 2026Q1: 682,706 shares 682,706$135M1.54%-28,548Timeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,382 shares; 2024Q4: 703,906 shares; 2025Q1: 728,984 shares; 2025Q2: 748,328 shares; 2025Q3: 471,822 shares; 2025Q4: 460,428 shares; 2026Q1: 437,865 shares 437,865$127M1.44%-22,563Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,666 shares; 2024Q4: 627,829 shares; 2025Q1: 650,395 shares; 2025Q2: 679,213 shares; 2025Q3: 651,604 shares; 2025Q4: 634,559 shares; 2026Q1: 609,451 shares 609,451$114M1.29%-25,108Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604,376 shares; 2024Q4: 1,559,036 shares; 2025Q1: 1,616,705 shares; 2025Q2: 1,680,174 shares; 2025Q3: 1,626,653 shares; 2025Q4: 781,818 shares; 2026Q1: 750,695 shares 750,695$102M1.16%-31,123Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812,662 shares; 2024Q4: 770,794 shares; 2025Q1: 796,640 shares; 2025Q2: 825,940 shares; 2025Q3: 795,926 shares; 2025Q4: 772,710 shares; 2026Q1: 325,764 shares 325,764$98.5M1.12%-446,946Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,963 shares; 2024Q4: 407,588 shares; 2025Q1: 690,435 shares; 2025Q2: 708,310 shares; 2025Q3: 681,397 shares; 2025Q4: 660,992 shares; 2026Q1: 628,843 shares 628,843$86.2M0.98%-32,149Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,631 shares; 2025Q1: 14,455 shares; 2025Q2: 24,514 shares; 2025Q3: 36,993 shares; 2025Q4: 44,049 shares; 2026Q1: 43,967 shares 43,967$5.76M0.07%-82Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,907 shares; 2025Q3: 78,172 shares; 2025Q4: 85,671 shares; 2026Q1: 66,207 shares 66,207$5.62M0.06%-19,464Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,424 shares; 2026Q1: 19,424 shares 19,424$5.59M0.06%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,420 shares; 2026Q1: 15,420 shares 15,420$3.91M0.04%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,144 shares; 2026Q1: 15,144 shares 15,144$3.15M0.04%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,789 shares; 2025Q3: 57,308 shares; 2025Q4: 54,037 shares; 2026Q1: 43,842 shares 43,842$3.04M0.03%-10,195Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 11,849 shares; 2025Q1: 16,111 shares; 2025Q2: 18,880 shares; 2025Q3: 28,494 shares; 2025Q4: 33,928 shares; 2026Q1: 33,866 shares 33,866$2.89M0.03%-62Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 4,851 shares; 2025Q4: 5,775 shares; 2026Q1: 5,763 shares 5,763$2.49M0.03%-12Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 3,798 shares 3,798$2.17M0.02%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ROPROPER TECHNOLOGIES INC193,763$86.2Mshares

How Q1 2026 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 0001172661-26-001659 base2026-05-11acceptance time not in the bulk data set