IMPAX ASSET MANAGEMENT GROUP PLC
Q1 2026 Form 13-F

LONDON
CIK 0001749768 · CRD 143247 · SEC-registered investment adviser
Consolidated report · includes 2 managers since Q3 2018
$14.3B Reported Value Total

IMPAX ASSET MANAGEMENT, LTD. reports 686 total accounts under management (AUM). There are 676 discretionary accounts valued at $24,448,570,709, and 10 non-discretionary accounts valued at $1,392,510,288.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A) Client Relationship Summary (Form CRS)
Private funds (Form ADV)
2 funds · $384.1M gross asset value
Private Equity Fund: $384.1M
Source: Form ADV filed 2026-10-26
Reported value
$14.3B
Quarter over quarter
-1.9%
Holdings
287
Top-10 concentration
32.7%

Filing Structure

Reports holdings for

  • Fidante Partners Ltd · Q4 2023 – Q4 2025
  • Desjardins Global Asset Management Inc · File #028-21533 · Q2 2024 – Q2 2025 · declared by one filing
  • Fidante Partners Ltd (not a 13F filer in our records) · Q1 2025 – Q1 2025 · declared by one filing
  • Impax Asset Management (AIFM) Ltd (not a 13F filer in our records) · Q1 2025 – Q1 2025 · declared by one filing
  • IMPAX ASSET MANAGEMENT LLC (not a 13F filer in our records) · Q1 2025 – Q1 2025 · declared by one filing
  • Impax Asset Management LTD (not a 13F filer in our records) · Q1 2025 – Q1 2025 · declared by one filing
  • Impax Asset Management AIFM Ltd · Q3 2018 – Q4 2024
  • Pax Ellevate Management LLC (not a 13F filer in our records) · Q3 2018 – Q3 2020

Key People

Form ADV owners & control persons
John Aquinas Boese
CHIEF COMPLIANCE OFFICER
Karen Cockburn
DIRECTOR, CHIEF FINANCIAL OFFICER
Darren Michael Johnson
GLOBAL CHIEF OPERATING OFFICER
Q4 2025
Q2 2026
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Q1 2026 13F filing summary

Period of report March 31, 2026
Filed May 12, 2026
Form 13F-HR
Reported value $14.3B
Positions 287
Change in reported value -10.3%
New positions 29
Exited positions 21
Position turnover 16.2%
Top-10 concentration 32.7%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Nov 10, 2026
 287 $13.0B
Q2 2026 13F
Filed Aug 11, 2026
 284 $15.4B
Q1 2026 13F
Filed May 12, 2026
 287 $14.3B
Q4 2025 13F
Filed Jan 29, 2026
 279 $16.0B
Q3 2025 13F
Filed Nov 6, 2025
 275 $17.1B
Q2 2025 13F
Filed Aug 8, 2025
 280 $17.4B
Q1 2025 13F
Filed Apr 29, 2025
 295 $16.6B
Q4 2024 13F
Filed Feb 4, 2025
 312 $22.1B
Q3 2024 13F
Filed Oct 30, 2024
 313 $25.4B
Q2 2024 13F
Filed Aug 5, 2024
 315 $24.6B
Q1 2024 13F
Filed Apr 30, 2024
 308 $26.1B
Q4 2023 13F
Filed Jan 26, 2024
 366 $24.9B
Q3 2023 13F
Filed Nov 7, 2023
 395 $22.4B
Q2 2023 13F
Filed Aug 7, 2023
 388 $24.9B
Q1 2023 13F
Filed May 10, 2023
 391 $23.9B
Q4 2022 13F
Filed Feb 9, 2023
 381 $22.4B
Q3 2022 13F
Filed Nov 8, 2022
 387 $19.5B
Q2 2022 13F
Filed Aug 2, 2022
 389 $20.5B
Q1 2022 13F
Filed May 16, 2022
 411 $24.2B
Q4 2021 13F
Filed Feb 14, 2022
 419 $27.3B

13 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q1 2026

# Holding Reported value % of portfolio
1 LIN Linde PLC $848.6M 5.92%
2 NVDA NVIDIA Corp $635.0M 4.43%
3 XYL Xylem Inc/NY $548.0M 3.82%
4 KLAC KLA Corp $535.6M 3.73%
5 MSFT Microsoft Corp $440.1M 3.07%
6 AWK American Water Works Co Inc $383.4M 2.67%
7 WCN Waste Connections Inc $344.0M 2.4%
8 HUBB Hubbell Inc $335.1M 2.34%
9 APTV Aptiv PLC $318.8M 2.22%
10 VLTO Veralto Corp $298.5M 2.08%
11 AOS A O Smith Corp $282.1M 1.97%
12 VRT Vertiv Holdings Co $271.7M 1.89%
13 WMS Advanced Drainage Systems Inc $264.3M 1.84%
14 CTAS Cintas Corp $254.3M 1.77%
15 EBAY eBay Inc $247.2M 1.72%
16 MRVL Marvell Technology Inc $229.2M 1.6%
17 ECL Ecolab Inc $228.6M 1.59%
18 A Agilent Technologies Inc $210.2M 1.47%
19 SBS Cia de Saneamento Basico do Es $205.7M 1.43%
20 ITRI Itron Inc $196.6M 1.37%

Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.

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