Institutional manager
Mirova US LLC
Holds positions in 35 of the S&P 500, worth $7.26bn as reported for the quarter ended 31-mar-2026.
Positions held35of 488 index companies covered
Reported value$7.26bnS&P 500 positions only
Top ten weight59%how concentrated the book is
Filing entities1single filer
Largest positions
The 35 biggest by reported value.
NvidiaNVDA5.1m$882mInformation TechnologyMicrosoftMSFT1.6m$576mInformation TechnologyMastercardMA957,746$479mFinancialsTJX CompaniesTJX2.4m$385mConsumer DiscretionaryBroadcomAVGO1.1m$345mInformation TechnologyLilly (Eli)LLY368,438$339mHealth CareNextEra EnergyNEE3.6m$337mUtilitiesWaste ManagementWM1.4m$313mIndustrialseBay Inc.EBAY3.4m$312mConsumer DiscretionaryEcolabECL1.2m$311mMaterialsThermo Fisher ScientificTMO615,090$302mHealth CareHubbell IncorporatedHUBB575,911$283mIndustrialsPalo Alto NetworksPANW1.6m$257mInformation TechnologyIntuitive SurgicalISRG512,363$236mHealth CareLowe'sLOW941,425$222mConsumer DiscretionaryXylem Inc.XYL1.8m$216mIndustrialsEdwards LifesciencesEW2.6m$210mHealth CareDanaher CorporationDHR1.1m$199mHealth CareVeraltoVLTO1.7m$149mIndustrialsBall CorporationBALL2.4m$142mMaterialsBoston ScientificBSX2.2m$138mHealth CareFirst SolarFSLR698,552$138mInformation TechnologyAccentureACN682,706$135mInformation TechnologySalesforceCRM609,451$114mInformation TechnologyAmerican Water WorksAWK750,695$102mUtilitiesVisa Inc.V325,764$98mFinancialsJohnson ControlsJCI43,967$6mIndustrialsNasdaq, Inc.NDAQ66,207$6mFinancialsAlphabet Inc. (Class A)GOOGL19,424$6mCommunication ServicesApple Inc.AAPL15,420$4mInformation TechnologyAmazonAMZN15,144$3mConsumer DiscretionaryEversource EnergyES43,842$3mUtilitiesColgate-PalmoliveCL33,866$3mConsumer StaplesIntuitINTU5,763$2mInformation TechnologyMeta PlatformsMETA3,798$2mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.