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
$155B
$3.5 Million 0.51% of portfolio
28,326
Q2 2025 Added 79.8%
$29.1B
$3.36 Million 0.49% of portfolio
2,860
Q2 2025 Added 54.09%
$141B
$3.26 Million 0.47% of portfolio
47,014
Q2 2025 Reduced 5.54%
$1.19B
$3.25 Million 0.47% of portfolio
57,929
Q2 2025 Reduced 15.47%
$19B
$3.08 Million 0.44% of portfolio
119,727
Q2 2025 Added 25.41%
$24B
$2.67 Million 0.39% of portfolio
15,500
Q2 2025 Added 144.94%
$3.02B
$2.57 Million 0.37% of portfolio
54,941
Q2 2025 Reduced 23.09%
$684B
$2.43 Million 0.35% of portfolio
11,130
Q2 2025 Reduced 15.37%
$1.88B
$2.3 Million 0.33% of portfolio
59,752
Q2 2025 Added 262.9%
$3.63B
$2.22 Million 0.32% of portfolio
29,656
Q2 2025 Reduced 47.4%
$147B
$2.17 Million 0.31% of portfolio
20,194
Q2 2025 Reduced 9.57%
$11.3B
$2.17 Million 0.31% of portfolio
36,026
Q2 2025 Added 11.93%
$23.2B
$2.04 Million 0.3% of portfolio
5,000
Q2 2025 New
$39.5B
$2.02 Million 0.29% of portfolio
2,767
Q2 2025 Reduced 9.84%
$6.72B
$1.98 Million 0.29% of portfolio
36,443
Q2 2025 Added 50.46%
$182B
$1.95 Million 0.28% of portfolio
45,129
Q2 2025 Reduced 20.43%
$83.7B
$1.79 Million 0.26% of portfolio
19,684
Q2 2025 Added 14.7%
$229B
$1.72 Million 0.25% of portfolio
12,671
Q2 2025 New
$138B
$1.66 Million 0.24% of portfolio
68,408
Q2 2025 Reduced 5.27%
$1.66B
$1.64 Million 0.24% of portfolio
268,777
Q2 2025 Added 206.52%
$21.7B
$1.53 Million 0.22% of portfolio
29,208
Q4 2024 Reduced 12.79%
$545B
$1.49 Million 0.21% of portfolio
1,110
Q2 2025 Added 111.43%
$122B
$1.43 Million 0.21% of portfolio
16,401
Q2 2025 New
$32.7B
$1.3 Million 0.19% of portfolio
15,000
Q2 2025 Added 50.0%
$39.2B
$1.28 Million 0.18% of portfolio
3,840
Q1 2025 Reduced 23.81%
$13.1B
$1.26 Million 0.18% of portfolio
37,897
Q2 2025 Reduced 28.36%
$8.28B
$1.01 Million 0.15% of portfolio
9,787
Q2 2025 Reduced 1.7%
$32.6B
$1.02 Million 0.15% of portfolio
2,907
Q4 2024 Reduced 12.73%
$4.22B
$945,000 0.14% of portfolio
39,335
Q1 2024 New
$797M
$998,000 0.14% of portfolio
103,010
Q2 2025 Added 254.21%
$1.56B
$669,000 0.1% of portfolio
28,736
Q2 2025 New
$150B
$683,000 0.1% of portfolio
3,459
Q2 2025 Reduced 12.01%
$845M
$673,000 0.1% of portfolio
114,236
Q1 2025 Reduced 20.46%
$9.01B
$594,000 0.09% of portfolio
8,576
Q1 2024 New
$14B
$522,000 0.08% of portfolio
3,803
Q4 2024 New
$17.3B
$533,000 0.08% of portfolio
7,041
Q2 2025 New
$27.4B
$541,000 0.08% of portfolio
26,459
Q4 2024 New
$4.56B
$537,000 0.08% of portfolio
13,560
Q2 2025 Reduced 50.64%
$2.3B
$513,000 0.07% of portfolio
19,129
Q2 2024 Added 53.19%
$293B
$500,000 0.07% of portfolio
7,214
Q2 2025 Reduced 82.09%
$765M
$474,000 0.07% of portfolio
64,935
Q4 2024 New
$14B
$481,000 0.07% of portfolio
9,244
Q2 2025 Reduced 19.99%
$150B
$447,000 0.06% of portfolio
4,035
Q2 2025 Added 39.38%
$31B
$422,000 0.06% of portfolio
4,844
Q2 2025 Reduced 13.44%
$7.14B
$416,000 0.06% of portfolio
5,871
Q2 2025 Added 38.37%
$53.1B
$434,000 0.06% of portfolio
1,768
Q2 2025 Reduced 18.68%
$5.62B
$356,000 0.05% of portfolio
2,261
Q2 2025 Reduced 62.3%
$10.1B
$327,000 0.05% of portfolio
2,924
Q2 2025 Reduced 70.82%
$157B
$346,000 0.05% of portfolio
895
Q2 2025 Reduced 41.08%

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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