Mirova Portfolio Holdings

Mirova

  • $692 Million
  • Q2 2025

Mirova has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $692 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Thermo Fisher Scientific Inc. with a value of $56.1M, Ecolab Inc. with a value of $44.1M, Nvidia Corp with a value of $41.8M, Microsoft Corp with a value of $39M, and Accenture PLC with a value of $37.6M.

Examining the 13F form we can see an increase of $148M in the current position value, from $544M to 692M.

Mirova is based out at Paris, I0

Below you can find more details about Mirova portfolio as well as his latest detailed transactions.

Portfolio value $692 Million
Technology: $242 Million
Industrials: $127 Million
Healthcare: $124 Million
Basic Materials: $52.5 Million
Financial Services: $40.7 Million
Consumer Cyclical: $40.1 Million
Consumer Defensive: $39 Million
Utilities: $19.6 Million
Other: $7.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$56.1 Million 8.1% of portfolio
138,272
Q2 2025 Reduced 8.7%
$78.8B
$44.1 Million 6.37% of portfolio
163,663
Q2 2025 Added 2.88%
$456B
$41.8 Million 6.05% of portfolio
264,875
Q2 2025 Added 11.72%
$3.95T
$39 Million 5.63% of portfolio
78,330
Q2 2025 Added 15.5%
$150B
$37.6 Million 5.44% of portfolio
125,912
Q2 2025 Added 5.21%
$608B
$22.5 Million 3.25% of portfolio
28,850
Q2 2025 Added 7.95%
$95.6B
$19.1 Million 2.77% of portfolio
83,688
Q2 2025 Added 28.61%
$25.8B
$18.7 Million 2.7% of portfolio
144,268
Q2 2025 Added 67.32%
$20.7B
$17.8 Million 2.58% of portfolio
234,596
Q2 2025 Added 70.93%
$551B
$17.7 Million 2.56% of portfolio
49,953
Q2 2025 Added 11.07%
$25.8B
$16.1 Million 2.33% of portfolio
115,904
Q2 2025 Added 45.28%
$227B
$15.8 Million 2.28% of portfolio
49,506
Q2 2025 Added 8.13%
$14.5B
$14.3 Million 2.07% of portfolio
265,763
Q2 2025 Added 51.35%
$70.9B
$11.9 Million 1.72% of portfolio
131,019
Q2 2025 Added 81.32%
$5.63B
$11.9 Million 1.71% of portfolio
48,417
Q2 2025 Added 92.57%
$142B
$11.4 Million 1.65% of portfolio
28,779
Q2 2025 Added 10.11%
$97B
$10.7 Million 1.54% of portfolio
34,591
Q2 2025 Added 132.14%
$15.9B
$9.87 Million 1.43% of portfolio
59,975
Q2 2025 Added 135.76%
$70.1B
$9.85 Million 1.42% of portfolio
63,170
Q2 2025 Added 102.33%
$169B
$9.42 Million 1.36% of portfolio
17,327
Q2 2025 Added 21.45%
$12.3B
$8.71 Million 1.26% of portfolio
49,611
Q2 2025 Added 96.11%
$368B
$8.61 Million 1.24% of portfolio
54,012
Q2 2025 Added 19.82%
$17.5B
$8.01 Million 1.16% of portfolio
77,996
Q2 2025 Added 227.07%
$19.7B
$8.03 Million 1.16% of portfolio
48,511
Q2 2025 Added 91.87%
$78.6B
$7.87 Million 1.14% of portfolio
59,054
Q2 2025 Added 117.33%
$135B
$7.09 Million 1.02% of portfolio
30,803
Q2 2025 Added 8.16%
$16.5B
$6.79 Million 0.98% of portfolio
92,305
Q2 2025 Added 12.59%
$172B
$6.55 Million 0.95% of portfolio
6,375
Q2 2025 Added 6.43%
$232B
$6.38 Million 0.92% of portfolio
23,410
Q2 2025 Added 24.14%
$14.2B
$6.39 Million 0.92% of portfolio
36,404
Q2 2025 Added 162.84%
$6.97B
$6.34 Million 0.92% of portfolio
300,686
Q2 2025 Added 99.17%
$52.5B
$6.27 Million 0.91% of portfolio
30,648
Q2 2025 Added 36.37%
$43.1B
$6.09 Million 0.88% of portfolio
25,377
Q2 2025 Added 13.02%
$55.1B
$5.78 Million 0.84% of portfolio
10,196
Q2 2025 Added 53.48%
$4.01B
$5.47 Million 0.79% of portfolio
63,735
Q2 2025 Added 46.94%
$102B
$5.38 Million 0.78% of portfolio
12,304
Q2 2025 Reduced 7.42%
$5.69B
$5.25 Million 0.76% of portfolio
39,854
Q2 2025 Added 142.83%
$1.96B
$5.21 Million 0.75% of portfolio
144,829
Q2 2025 Added 19.84%
$6.86B
$5.11 Million 0.74% of portfolio
41,343
Q2 2025 Reduced 23.09%
$76.9B
$5.12 Million 0.74% of portfolio
103,974
Q2 2025 Reduced 22.39%
$56B
$5.08 Million 0.73% of portfolio
13,431
Q2 2025 Added 6.6%
$22B
$5.09 Million 0.73% of portfolio
28,245
Q2 2025 Added 11.76%
$548B
$4.97 Million 0.72% of portfolio
8,842
Q2 2025 Added 1.04%
$21.2B
$4.63 Million 0.67% of portfolio
57,357
Q2 2025 Added 7.18%
$2.43B
$4.61 Million 0.67% of portfolio
563,691
Q2 2025 Reduced 29.37%
$23.6B
$4.41 Million 0.64% of portfolio
18,571
Q2 2025 Added 18.41%
$7.45B
$4.2 Million 0.61% of portfolio
17,089
Q2 2025 Added 209.53%
$17B
$4.02 Million 0.58% of portfolio
9,877
Q2 2025 Added 6.91%
$23.4B
$3.79 Million 0.55% of portfolio
75,958
Q2 2025 Reduced 10.07%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $692 Million
  • Prior Value $544 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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