Mirova US LLC has released its latest holdings through a 13F filing, shedding light on its investment strategies and portfolio management as of September 30, 2026. This filing is significant as it provides insights into the firm’s asset allocation and the companies it views as key players in the market.

Founded and based in Boston, Massachusetts, Mirova US LLC is a recognized entity in the investment management sector. The firm focuses on sustainable investing and is known for its commitment to responsible investment practices. The company is registered under the Central Index Key (CIK) number 0001802900 and has been active in filing various forms with the SEC.

What the Filing Says

The recent filing, accession number 0001172661-26-004865, details Mirova's holdings as of the end of September 2026. It reports a total value of approximately $9.15 billion across 45 different positions. Notable companies in Mirova’s portfolio include:

  • Johnson Controls International, with a reported value of $4,725,286
  • Lowes Cos Inc, valued at $156,569,835
  • eBay Inc., with holdings worth $253,755,061
  • Apple Inc, valued at $11,501,512
  • NVIDIA Corporation, with a significant investment of $921,669,969

Paul-Marc Lachaud, the Chief Compliance Officer, signed the filing, indicating the company's commitment to transparency and regulatory compliance.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors within the asset management industry. Mirova's focus on sustainable investments could influence market trends as more firms consider environmental, social, and governance (ESG) factors in their investment strategies. Competitors such as MIROVA and Natixis Advisors, LLC, which are also mentioned in the filing, may adjust their strategies in response to Mirova's holdings.

What's Next

The filing does not specify what happens next regarding Mirova's investment strategy or any upcoming votes related to these holdings. However, stakeholders will likely monitor future filings for updates on portfolio changes and strategic shifts.