Impax Asset Management Group plc holds a diversified book of 284 stocks worth $15.4B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened BP Prudhoe Bay Royalty Trust and trimmed Linde PLC. Their largest long position is Kla Corp at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Impax Asset Management Group plc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.7T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $1.3T |
| STATE STREET CORP | 80 / 80 | $1.1T |
| FMR LLC | 80 / 80 | $645.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $630.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $362.6B |
| MORGAN STANLEY | 80 / 80 | $359.5B |
| NORTHERN TRUST CORP | 80 / 80 | $220.3B |
Ranked by how many of Impax Asset Management Group plc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | KLA Corp Common Stock | $749.0M | 2.48M | 4.9% | ▲+582% Added · +2.1M sh | |
| 2 | Nvidia Corp Common Stock | $744.9M | 3.72M | 4.8% | ▲+2.2% Added · +82K sh | |
| 3 | Linde PLC Common Stock | $736.6M | 1.42M | 4.8% | ▼−17% Reduced · −292K sh | |
| 4 | Xylem Inc Common Stock | $528.3M | 4.47M | 3.4% | ▼−2.5% Reduced · −117K sh | |
| 5 | Microsoft Corp Common Stock | $503.8M | 1.35M | 3.3% | ▲+14% Added · +162K sh | |
| 6 | American Water Works Co Inc Common Stock | $471.5M | 3.58M | 3.1% | ▲+27% Added · +766K sh | |
| 7 | Veralto Corp Common Stock | $459.9M | 5.19M | 3.0% | ▲+54% Added · +1.8M sh | |
| 8 | Cintas Corp Common Stock | $410.5M | 2.41M | 2.7% | ▲+61% Added · +910K sh | |
| 9 | Waste Connections Inc Common Stock | $329.9M | 1.98M | 2.1% | ▼−6.5% Reduced · −138K sh | |
| 10 | Cia de Saneamento Basico do Es ADR | $302.4M | 52.32M | 2.0% | ▲+676% Added · +45.6M sh | |
| 11 | Advanced Drainage Systems Inc Common Stock | $289.7M | 1.85M | 1.9% | ▼−4.2% Reduced · −82K sh | |
| 12 | Ecolab Inc Common Stock | $275.4M | 988.4K | 1.8% | ▲+15% Added · +129K sh | |
| 13 | Hubbell Inc Common Stock | $254.7M | 486.9K | 1.7% | ▼−29% Reduced · −196K sh | |
| 14 | Aptiv PLC Common Stock | $250.9M | 4.09M | 1.6% | ▼−11% Reduced · −504K sh | |
| 15 | Vertiv Holdings Co Common Stock | $244.3M | 729.5K | 1.6% | ▼−33% Reduced · −355K sh | |
| 16 | Agilent Technologies Inc Common Stock | $222.5M | 1.67M | 1.4% | ▼−9.2% Reduced · −169K sh | |
| 17 | IDEX Corp Common Stock | $218.3M | 962.0K | 1.4% | ▲+1.5% Added · +14K sh | |
| 18 | Watts Water Technologies Inc Common Stock | $212.7M | 543.4K | 1.4% | ▼−7.6% Reduced · −45K sh | |
| 19 | Amphenol Corp Common Stock | $210.8M | 1.20M | 1.4% | ▲+247% Added · +851K sh | |
| 20 | Core & Main Inc Common Stock | $202.8M | 4.20M | 1.3% | ▲+47% Added · +1.4M sh | |
| 21 | Marvell Technology Inc Common Stock | $196.7M | 660.3K | 1.3% | ▼−71% Reduced · −1.7M sh | |
| 22 | RenaissanceRe Holdings Ltd Common Stock | $195.0M | 615.4K | 1.3% | ▼−3.5% Reduced · −22K sh | |
| 23 | A O Smith Corp Common Stock | $176.5M | 2.81M | 1.1% | ▼−34% Reduced · −1.5M sh | |
| 24 | Applied Materials Inc Common Stock | $175.6M | 242.8K | 1.1% | ▼−6.5% Reduced · −17K sh | |
| 25 | Itron Inc Common Stock | $166.7M | 1.93M | 1.1% | ▼−12% Reduced · −266K sh | |
| 26 | Masco Corp Common Stock | $165.3M | 2.03M | 1.1% | ▼−15% Reduced · −345K sh | |
| 27 | Mastercard Inc Common Stock | $163.2M | 317.7K | 1.1% | ▲+14% Added · +38K sh | |
| 28 | Cadence Design Systems Inc Common Stock | $160.1M | 426.6K | 1.0% | ▼−28% Reduced · −167K sh | |
| 29 | Pentair PLC Common Stock | $160.0M | 2.09M | 1.0% | ▲+22% Added · +372K sh | |
| 30 | TE Connectivity PLC Common Stock | $153.8M | 762.7K | 1.0% | ▲+2.5% Added · +18K sh | |
| 31 | Westinghouse Air Brake Technol Common Stock | $150.6M | 558.8K | 1.0% | ▲+76% Added · +240K sh | |
| 32 | AECOM Common Stock | $148.6M | 2.13M | 1.0% | ▲+54% Added · +746K sh | |
| 33 | Synopsys Inc Common Stock | $148.5M | 332.9K | 1.0% | ▲+5.5% Added · +17K sh | |
| 34 | Deere & Co Common Stock | $146.0M | 230.1K | 0.9% | ▲12× Added · +212K sh | |
| 35 | Badger Meter Inc Common Stock | $140.3M | 945.7K | 0.9% | ▲New New position | |
| 36 | Zurn Elkay Water Solutions Cor Common Stock | $133.1M | 2.63M | 0.9% | ▲+0.9% Added · +25K sh | |
| 37 | Valmont Industries Inc Common Stock | $130.6M | 226.1K | 0.8% | ▼−0.4% Reduced · −995 sh | |
| 38 | Franklin Electric Co Inc Common Stock | $126.0M | 1.18M | 0.8% | ▼−9.3% Reduced · −121K sh | |
| 39 | Union Pacific Corp Common Stock | $123.9M | 455.3K | 0.8% | ▼−39% Reduced · −293K sh | |
| 40 | Pinnacle Financial Partners In Common Stock | $115.2M | 1.14M | 0.7% | ▲+176% Added · +728K sh | |
| 41 | Tetra Tech Inc Common Stock | $113.6M | 3.93M | 0.7% | ▲+2.6% Added · +102K sh | |
| 42 | Apple Inc Common Stock | $105.0M | 363.0K | 0.7% | ▼−14% Reduced · −58K sh | |
| 43 | NextEra Energy Inc Common Stock | $103.2M | 1.18M | 0.7% | ▲26× Added · +1.1M sh | |
| 44 | QXO Inc Common Stock | $101.3M | 5.86M | 0.7% | ▲+24% Added · +1.1M sh | |
| 45 | Trane Technologies PLC Common Stock | $99.2M | 202.0K | 0.6% | ▼−12% Reduced · −27K sh | |
| 46 | Autodesk Inc Common Stock | $97.3M | 500.7K | 0.6% | ▲+53% Added · +173K sh | |
| 47 | SiteOne Landscape Supply Inc Common Stock | $95.7M | 836.4K | 0.6% | ▲+1.4% Added · +12K sh | |
| 48 | Littelfuse Inc Common Stock | $89.8M | 197.3K | 0.6% | ▼−43% Reduced · −148K sh | |
| 49 | Monolithic Power Systems Inc Common Stock | $87.7M | 63.4K | 0.6% | ▼−28% Reduced · −25K sh | |
| 50 | Citizens Financial Group Inc Common Stock | $77.5M | 1.11M | 0.5% | ▼−13% Reduced · −168K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1749768/holdings"
Use Arkolith to show Impax Asset Management Group plc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 284 | $15.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 287 | $14.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 279 | $16.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 275 | $17.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 280 | $17.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 295 | $16.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 312 | $22.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 313 | $25.4B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Nov 8, 2024 | 315 | $24.6B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 308 | $26.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 366 | $24.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 395 | $22.4B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 388 | $24.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 391 | $23.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 381 | $22.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 387 | $19.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 389 | $20.5B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 411 | $24.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 419 | $27.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 396 | $24.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.