IMPAX ASSET MANAGEMENT GROUP PLC
Q2 2026 Form 13-F

LONDON
CIK 0001749768 · CRD 143247 · SEC-registered investment adviser
Consolidated report · includes 2 managers since Q3 2018
$15.4B 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
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
$15.4B
Quarter over quarter
+15.0%
Holdings
284
Top-10 concentration
34.1%

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

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13F Metrics

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 11, 2026
Form 13F-HR
Reported value $15.4B
Positions 284
Change in reported value +7.1%
New positions 9
Exited positions 12
Position turnover 7.1%
Top-10 concentration 34.1%

13F filings by quarter

Form 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 · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 KLAC KLA Corp $749.0M 4.87%
2 NVDA NVIDIA Corp $744.9M 4.85%
3 LIN Linde PLC $736.6M 4.79%
4 XYL Xylem Inc/NY $528.3M 3.44%
5 MSFT Microsoft Corp $503.8M 3.28%
6 AWK American Water Works Co Inc $471.5M 3.07%
7 VLTO Veralto Corp $459.9M 2.99%
8 CTAS Cintas Corp $410.5M 2.67%
9 WCN Waste Connections Inc $329.9M 2.15%
10 SBS Cia de Saneamento Basico do Es $302.4M 1.97%
11 WMS Advanced Drainage Systems Inc $289.7M 1.89%
12 ECL Ecolab Inc $275.4M 1.79%
13 HUBB Hubbell Inc $254.7M 1.66%
14 APTV Aptiv PLC $250.9M 1.63%
15 VRT Vertiv Holdings Co $244.3M 1.59%
16 A Agilent Technologies Inc $222.5M 1.45%
17 IEX IDEX Corp $218.3M 1.42%
18 WTS Watts Water Technologies Inc $212.7M 1.38%
19 APH Amphenol Corp $210.8M 1.37%
20 CNM Core & Main Inc $202.8M 1.32%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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