SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Impax Asset Management Group plc

CIK 0001749768 · 7TH FLOOR, 30 PANTON STREET, LONDON, X0, SW1Y 4AJ · 00442039123000

Reported Value
$16.0B
Q4 2025
Positions
279
Filings on Record
34
2019–present window
Filed
Jan 29, 2026
original filing

Summary

Impax Asset Management Group Plc reported $16.0B in U.S.-listed holdings across 279 positions for Q4 2025.

Its largest position, Linde, represents 4.9% of the portfolio.

Compared with Q3 2025, the fund opened 19 new positions and exited 15.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $6.1BQ4 ’18Q1 ’19: $7.3BQ2 ’19: $7.7BQ3 ’19: $7.7BQ4 ’19: $9.0BQ4 ’19Q1 ’20: $7.5BQ2 ’20: $9.7BQ3 ’20: $11.4BQ4 ’20: $15.7BQ4 ’20Q1 ’21: $19.5BQ2 ’21: $22.7BQ3 ’21: $24.3BQ4 ’21: $27.3BQ4 ’21Q1 ’22: $24.2BQ2 ’22: $20.5BQ3 ’22: $19.5BQ4 ’22: $22.35TQ4 ’22Q1 ’23: $23.9BQ2 ’23: $24.9BQ3 ’23: $22.4BQ4 ’23: $24.9BQ4 ’23Q1 ’24: $26.1BQ2 ’24: $24.5BQ3 ’24: $24.6BQ4 ’24: $22.1BQ4 ’24Q1 ’25: $16.6BQ2 ’25: $17.4BQ3 ’25: $17.1BQ4 ’25: $16.0BQ4 ’25Q1 ’26: $14.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.1%Other: 13.7%ADR: 1.6%REIT: 0.6%
  • Common Stock · 84.1% · $13.4B
  • Other · 13.7% · $2.2B
  • ADR · 1.6% · $264M
  • REIT · 0.6% · $99M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$14.3B287May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$16.0B279Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$17.1B275Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$17.4B280Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$16.6B295Apr 29, 202513F-HRchanges · EDGAR ↗
Q4 2024$22.1B312Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$24.6B315Nov 8, 2024RESTATEMENTchanges · EDGAR ↗
Q2 2024$24.5B313Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$26.1B308Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$24.9B366Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$22.4B395Nov 7, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2023$24.9B388Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$23.9B391May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$22.35T381Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$19.5B387Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$20.5B389Aug 11, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$24.2B411May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$27.3B419Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$24.3B396Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$22.7B404Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$19.5B401May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$15.7B292Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$11.4B275Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$9.7B277Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$7.5B273May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$9.0B279Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$7.7B275Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$7.7B273Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$7.3B287May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$6.1B263Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • Impax Asset Management LTD
  • IMPAX ASSET MANAGEMENT LLC
  • Fidante Partners Ltd

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.