Badger Meter Inc
BMI- Exchange
- NYSE
- Industry
- Totalizing Fluid Meters & Counting Devices
- SEC CIK
- 0000009092
In the last 90 days, Badger Meter Inc insiders filed 1 open-market purchase and 0 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $4.86B in total; Fundsmith is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Badger Meter Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 395
- +27 vs. Q3 2023
- Shares held
- 26.3M
- +236.0K (+0.9%) vs. Q3 2023
- Total value
- $4.06B
- +$299.0M (+7.9%) vs. Q3 2023
- New holders
- 57
- 136 more added
- Sold out
- 30
- 138 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 483 | $4.86B |
| Q1 2026 | 477 | $4.63B |
| Q4 2025 | 490 | $5.17B |
| Q3 2025 | 480 | $5.06B |
| Q2 2025 | 536 | $6.92B |
| Q1 2025 | 497 | $5.33B |
| Q4 2024 | 490 | $5.72B |
| Q3 2024 | 477 | $5.75B |
| Q2 2024 | 451 | $4.90B |
| Q1 2024 | 415 | $4.25B |
| Q4 2023 | 395 | $4.06B |
| Q3 2023 | 374 | $3.77B |
| Q2 2023 | 355 | $3.82B |
| Q1 2023 | 324 | $3.13B |
| Q4 2022 | 310 | $2.74B |
| Q3 2022 | 281 | $2.37B |
| Q2 2022 | 272 | $2.07B |
| Q1 2022 | 286 | $2.53B |
| Q4 2021 | 273 | $3.05B |
| Q3 2021 | 257 | $2.56B |
| Q2 2021 | 249 | $2.48B |
| Q1 2021 | 263 | $2.36B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Badger Meter Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $772 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $1.08K | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 9 | $1.39K | 0.00% | +9 | New |
| Principal Securities, Inc. | 11 | $1.70K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 13 | $2.01K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $2.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 16 | $2.47K | 0.00% | +7+77.8% | Added |
| Jones Financial Companies LLLP | 16 | $2.47K | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 16 | $2.47K | 0.00% | −95−85.6% | Reduced |
| Copeland Capital Management, LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $3.00K | 0.00% | −16−47.1% | Reduced |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 30 | $4.63K | 0.00% | −295−90.8% | Reduced |
| Institutional & Family Asset Management, LLC | 31 | $4.79K | 0.00% | +3+10.7% | Added |
| Hillsdale Investment Management Inc. | 35 | $5.40K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 39 | $6.00K | 0.00% | +39 | New |
| Glassman Wealth Services | 42 | $6.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 49 | $7.56K | 0.00% | +5+11.4% | Added |
| Lindbrook Capital, LLC | 53 | $8.18K | 0.00% | +27+103.8% | Added |
| Bell Investment Advisors, Inc | 61 | $9.42K | 0.00% | −1−1.6% | Reduced |
| Versant Capital Management, Inc | 63 | $9.72K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 66 | $10.2K | 0.00% | +24+57.1% | Added |
| Rocky Mountain Advisers, LLC | 72 | $11.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 73 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 76 | $11.7K | 0.01% | +76 | New |
| Raleigh Capital Management Inc. | 78 | $12.1K | 0.01% | +13+20.0% | Added |
| Massmutual Trust Co FSB | 92 | $14.2K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 101 | $15.6K | 0.00% | +5+5.2% | Added |
| First Manhattan Co | 105 | $16.2K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 110 | $17.0K | 0.00% | +3+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 119 | $18.0K | 0.01% | +119 | New |
| EverSource Wealth Advisors, LLC | 119 | $18.4K | 0.00% | −23−16.2% | Reduced |
| Assetmark, Inc | 133 | $20.5K | 0.00% | +132+13,200.0% | Added |
| Public Employees Retirement System of Ohio | 144 | $22.2K | 0.00% | −9−5.9% | Reduced |
| West Tower Group, LLC | 157 | $24.2K | 0.05% | +157 | New |
| LGT Financial Advisors LLC | 194 | $29.9K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 196 | $30.3K | 0.03% | +196 | New |
| Ancora Advisors, LLC | 200 | $30.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $30.9K | 0.03% | +200 | New |
| McGlone Suttner Wealth Management, Inc. | 213 | $32.9K | 0.01% | +213 | New |
| Pacer Advisors, Inc. | 217 | $33.5K | 0.00% | −3−1.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $34.0K | 0.02% | +220 | New |
| Banque Cantonale Vaudoise | 225 | $35.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 227 | $35.0K | 0.01% | +227 | New |
| Private Trust Co NA | 237 | $36.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 237 | $36.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 252 | $38.9K | 0.00% | −14−5.3% | Reduced |
| GAMMA Investing LLC | 280 | $40.3K | 0.01% | +280 | New |
| Princeton Global Asset Management LLC | 267 | $41.2K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 290 | $44.8K | 0.02% | +290 | New |
| Signaturefd, LLC | 308 | $47.5K | 0.00% | +25+8.8% | Added |
| Harbour Investments, Inc. | 424 | $65.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 438 | $68.0K | 0.00% | −94−17.7% | Reduced |
| Trust Co of Vermont | 500 | $77.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 526 | $81.2K | 0.01% | +520+8,666.7% | Added |
| SYSTM Wealth Solutions LLC | 560 | $86.4K | 0.01% | +560 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 600 | $92.6K | 0.00% | −7−1.2% | Reduced |
| Kepos Capital LP | 673 | $104.0K | 0.03% | +4+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 698 | $107.8K | 0.02% | +670+2,392.9% | Added |
| Covestor Ltd | 737 | $114.0K | 0.08% | −6−0.8% | Reduced |
| Advisory Services Network, LLC | 742 | $114.5K | 0.00% | +742 | New |
| GHP Investment Advisors, Inc. | 785 | $121.2K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 797 | $123.0K | 0.01% | +2+0.3% | Added |
| Umb Bank N A | 800 | $123.5K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 854 | $131.8K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 879 | $132.9K | 0.01% | −594−40.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 869 | $134.1K | 0.03% | +869 | New |
| GWM Advisors LLC | 880 | $135.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 896 | $138.0K | 0.00% | +896 | New |
| Dundas Partners LLP | 900 | $139.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,004 | $155.0K | 0.00% | −51−4.8% | Reduced |
| Quadrant Capital Group LLC | 1,022 | $157.8K | 0.01% | +66+6.9% | Added |
| Nisa Investment Advisors, LLC | 1,064 | $164.3K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,200 | $185.2K | 0.08% | +1,200 | New |
| EntryPoint Capital, LLC | 1,285 | $198.4K | 0.19% | +1,285 | New |
| PEAK6 Investments LLC | 1,292 | $199.4K | 0.01% | +1,292 | New |
| HTLF Bank | 1,300 | $200.7K | 0.02% | +1,300 | New |
| Ci Investments Inc. | 1,304 | $201.0K | 0.00% | +338+35.0% | Added |
| Brevan Howard Capital Management LP | 1,315 | $203.0K | 0.02% | +1,315 | New |
| Wealth Alliance | 1,324 | $204.4K | 0.03% | +1,324 | New |
| Stratos Wealth Partners, LTD. | 1,334 | $205.9K | 0.00% | +1,334 | New |
| JB Capital LLC | 1,380 | $213.0K | 0.02% | −291−17.4% | Reduced |
| Gsa Capital Partners LLP | 1,395 | $215.0K | 0.02% | −11,908−89.5% | Reduced |
| Axq Capital, LP | 1,400 | $216.1K | 0.06% | +1,400 | New |
| Corton Capital Inc. | 1,420 | $219.2K | 0.07% | +1,420 | New |
| Kowal Investment Group, LLC | 1,491 | $230.2K | 0.05% | +1,491 | New |
| Point72 Europe (London) LLP | 1,494 | $230.6K | 0.03% | +1,494 | New |