13F Insight
DOSSIER · 13F-HR · Q3 2026

Impax Asset Management Group plc

$13.0B in tracked AUM across 287 positions as of Q3 2026.

IA
CIK 0001749768 · last filed Sep 30, 2026
Total AUM
$13.0B
as of Q3 2026
Holdings
287
+3 QoQ
positions
Whale Score
67
67
tracked
Activity
280
+45 new, −42 sold
changes this Q
AI Analysis · Q3 2026

Impax Asset Management Group plc filed its latest 13F-HR for Q3 2026. 280 position changes this quarter — 45 new, 42 exited, 60 added, 133 trimmed.

Quarter at a glance — Q3 2026

280 material changes this filing.

TRIM
KLACKLA Corp
-234K sh
$-311M
3.4%
ADD
FERGFerguson Enterprises Inc
+826K sh
+$183M
1.5%
TRIM
G54950103Linde PLC
-158K sh
$-138M
4.6%
TRIM
G3265R107Aptiv PLC
-903K sh
$-114M
1.1%
TRIM
AMATApplied Materials Inc
-107K sh
$-106M
0.5%
ADD
APHAmphenol Corp
+268K sh
$-87M
0.9%
TRIM
QXOQXO Inc
-4.5M sh
$-85M
0.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corp
$663M2.9M5.1%02
G54950103
Linde PLC
$599M1.3M4.6%03
MSFT
Microsoft Corp
$541M1.1M4.2%04
VLTO
Veralto Corp
$485M5.1M3.7%05
XYL
Xylem Inc/NY
$478M4.7M3.7%06
KLAC
KLA Corp
$438M2.2M3.4%07
CTAS
Cintas Corp
$390M2.0M3.0%08
AWK
American Water Works Co Inc
$389M3.0M3.0%09
SBS
Cia de Saneamento Basico do Es
$275M51.7M2.1%10
WMS
Advanced Drainage Systems Inc
$270M2.1M2.1%

Filing history

2026Q3Sep 30
$13.0B▼ 15.2%
287 positionsView →2026Q2Jun 30
$15.4B▲ 7.1%
284 positionsView →2026Q1Mar 31
$14.3B▼ 10.3%
287 positionsView →2025Q4Dec 31
$16.0B▼ 6.7%
279 positionsView →2025Q3Sep 30
$17.1B▼ 1.5%
275 positionsLocked2025Q2Jun 30
$17.4B▲ 4.7%
280 positionsLocked2025Q1Mar 31
$16.6B▼ 24.8%
295 positionsLocked2024Q4Dec 31
$22.1B▼ 13.1%
312 positionsLocked2024Q3Sep 30
$25.4B▲ 3.4%
313 positionsLocked2024Q2Jun 30
$24.6B▼ 6.0%
315 positionsLocked2024Q1Mar 31
$26.1B▲ 4.9%
308 positionsLocked2023Q4Dec 31
$24.9B▲ 11.3%
366 positionsLocked
Showing 12 of 33