Mirova Portfolio Holdings

Mirova

  • $685 Million
  • Q3 2025

Mirova has filed its 13F form on December 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $685 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $47.6M, Microsoft Corp with a value of $45.2M, Ecolab Inc. with a value of $42.8M, Accenture PLC with a value of $30M, and First Solar, Inc. with a value of $29.2M.

Examining the 13F form we can see an decrease of $6.94M in the current position value, from $692M to 685M.

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 $685 Million
Technology: $276 Million
Industrials: $139 Million
Healthcare: $70.8 Million
Basic Materials: $52.8 Million
Consumer Cyclical: $42.5 Million
Financial Services: $40.2 Million
Consumer Defensive: $37 Million
Utilities: $16.7 Million
Other: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$47.6 Million 6.95% of portfolio
255,156
Q3 2025 Reduced 3.67%
$3.78T
$45.2 Million 6.59% of portfolio
87,188
Q3 2025 Added 11.31%
$73.7B
$42.8 Million 6.25% of portfolio
156,302
Q3 2025 Reduced 4.5%
$152B
$30 Million 4.38% of portfolio
121,629
Q3 2025 Reduced 3.4%
$27B
$29.2 Million 4.27% of portfolio
132,536
Q3 2025 Added 173.21%
$25.7B
$22.5 Million 3.28% of portfolio
152,210
Q3 2025 Added 5.51%
$85.9B
$18.8 Million 2.75% of portfolio
85,209
Q3 2025 Added 1.82%
$19.2B
$18.6 Million 2.72% of portfolio
228,263
Q3 2025 Reduced 2.7%
$533B
$17.8 Million 2.6% of portfolio
52,167
Q3 2025 Added 4.43%
$971B
$16.9 Million 2.46% of portfolio
22,128
Q3 2025 Reduced 23.3%
$255B
$16.6 Million 2.43% of portfolio
50,012
Q3 2025 Added 1.02%
$23.9B
$16.5 Million 2.4% of portfolio
118,327
Q3 2025 Added 2.09%
$86.4B
$14.2 Million 2.07% of portfolio
40,291
Q3 2025 Added 16.48%
$11.9B
$14 Million 2.04% of portfolio
271,684
Q3 2025 Added 2.23%
$46.1B
$11.9 Million 1.74% of portfolio
131,328
Q3 2025 Reduced 11.46%
$65.7B
$11.4 Million 1.66% of portfolio
142,187
Q3 2025 Added 8.52%
$136B
$10.7 Million 1.56% of portfolio
28,980
Q3 2025 Added 0.7%
$346B
$10.6 Million 1.55% of portfolio
69,026
Q3 2025 Added 27.8%
$222B
$9.68 Million 1.41% of portfolio
19,968
Q3 2025 Reduced 85.56%
$75.4B
$9.32 Million 1.36% of portfolio
71,051
Q3 2025 Added 20.32%
$170B
$9.03 Million 1.32% of portfolio
62,449
Q3 2025 Added 120.47%
$3.96B
$8.82 Million 1.29% of portfolio
510,197
Q3 2025 Reduced 9.49%
$5.15B
$8.78 Million 1.28% of portfolio
49,171
Q3 2025 Added 1.56%
$12.4B
$8.62 Million 1.26% of portfolio
52,948
Q3 2025 Added 6.73%
$17.2B
$8.55 Million 1.25% of portfolio
77,235
Q3 2025 Reduced 0.98%
$136B
$8.2 Million 1.2% of portfolio
34,708
Q3 2025 Added 12.68%
$61.4B
$8.13 Million 1.19% of portfolio
39,935
Q3 2025 Added 30.3%
$193B
$7.81 Million 1.14% of portfolio
17,457
Q3 2025 Added 0.75%
$27.2B
$7.66 Million 1.12% of portfolio
132,141
Q3 2025 Added 73.97%
$5.59B
$7.68 Million 1.12% of portfolio
67,981
Q3 2025 Added 6.66%
$8.79B
$6.88 Million 1.0% of portfolio
63,256
Q3 2025 Added 5.47%
$100B
$6.56 Million 0.96% of portfolio
107,565
Q3 2025 Added 3.45%
$61.4B
$6.2 Million 0.91% of portfolio
14,964
Q3 2025 Added 11.41%
$14.1B
$6.08 Million 0.89% of portfolio
37,522
Q3 2025 Added 3.07%
$169B
$5.94 Million 0.87% of portfolio
6,455
Q3 2025 Added 1.25%
$46.4B
$5.8 Million 0.85% of portfolio
24,104
Q3 2025 Reduced 5.02%
$16.8B
$5.74 Million 0.84% of portfolio
93,295
Q3 2025 Added 1.07%
$237B
$5.64 Million 0.82% of portfolio
23,814
Q3 2025 Added 1.73%
$1.93B
$5.52 Million 0.81% of portfolio
165,280
Q3 2025 Added 14.12%
$47.7B
$5.3 Million 0.77% of portfolio
10,633
Q3 2025 Added 4.29%
$4.93B
$5.28 Million 0.77% of portfolio
269,737
Q3 2025 Reduced 10.29%
$512B
$5.08 Million 0.74% of portfolio
8,925
Q3 2025 Added 0.94%
$4.44B
$4.96 Million 0.72% of portfolio
39,854
Q2 2025 Added 142.83%
$7.37B
$4.77 Million 0.7% of portfolio
17,089
Q2 2025 Added 209.53%
$19.9B
$4.82 Million 0.7% of portfolio
9,982
Q3 2025 Added 1.06%
$19.9B
$4.7 Million 0.69% of portfolio
53,289
Q3 2025 Reduced 7.09%
$5.75B
$4.53 Million 0.66% of portfolio
41,728
Q3 2025 Added 0.93%
$96.9B
$4.44 Million 0.65% of portfolio
10,523
Q3 2025 Reduced 14.47%
$10.4B
$4.22 Million 0.62% of portfolio
62,968
Q3 2025 Added 66.16%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $685 Million
  • Prior Value $692 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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