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, Q1 2024
Institutional positions in Badger Meter Inc as of Mar 31, 2024. 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
- 415
- +23 vs. Q4 2023
- Shares held
- 26.3M
- +20.4K (+0.1%) vs. Q4 2023
- Total value
- $4.25B
- +$193.3M (+4.8%) vs. Q4 2023
- New holders
- 54
- 152 more added
- Sold out
- 31
- 141 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Badger Meter Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1 | $162 | 0.00% | −18−94.7% | Reduced |
| Ronald Blue Trust, Inc. | 1 | $162 | 0.00% | −4−80.0% | Reduced |
| Tfo-TDC, LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $485 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $510 | 0.00% | −1−25.0% | Reduced |
| Montag A & Associates Inc | 4 | $625 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 5 | $809 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $810 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 5 | $822 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $971 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.13K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $2.10K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $2.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $2.75K | 0.00% | +17 | New |
| Pacific Capital Wealth Advisors, Inc | 17 | $2.75K | 0.00% | +17 | New |
| VitalStone Financial, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $3.36K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 22 | $3.56K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $4.37K | 0.00% | +27 | New |
| Institutional & Family Asset Management, LLC | 31 | $5.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $5.99K | 0.00% | +21+131.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 34 | $6.00K | 0.00% | −5−12.8% | Reduced |
| Hillsdale Investment Management Inc. | 40 | $6.47K | 0.00% | +5+14.3% | Added |
| Caitlin John, LLC | 47 | $7.54K | 0.01% | −29−38.2% | Reduced |
| Lindbrook Capital, LLC | 53 | $8.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $9.38K | 0.00% | −3−4.9% | Reduced |
| Versant Capital Management, Inc | 63 | $10.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 67 | $10.8K | 0.00% | +51+318.8% | Added |
| Rocky Mountain Advisers, LLC | 72 | $11.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 73 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 91 | $14.7K | 0.01% | +91 | New |
| Massmutual Trust Co FSB | 92 | $14.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 105 | $17.0K | 0.00% | −5−4.5% | Reduced |
| Catalyst Capital Advisors LLC | 105 | $17.0K | 0.00% | +105 | New |
| Fifth Third Bancorp | 107 | $17.3K | 0.00% | +6+5.9% | Added |
| Public Employees Retirement System of Ohio | 135 | $21.8K | 0.00% | −9−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 122 | $22.3K | 0.00% | +3+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 145 | $23.5K | 0.00% | +145 | New |
| Blue Bell Private Wealth Management, LLC | 176 | $28.5K | 0.01% | +176 | New |
| LGT Financial Advisors LLC | 194 | $31.4K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 196 | $31.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $32.4K | 0.00% | −37−15.6% | Reduced |
| Ancora Advisors, LLC | 200 | $32.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 200 | $32.4K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 202 | $33.0K | 0.00% | −23−10.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $35.6K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 227 | $36.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 237 | $38.3K | 0.01% | −30−11.2% | Reduced |
| TD Private Client Wealth LLC | 237 | $38.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 254 | $41.1K | 0.00% | +188+284.8% | Added |
| Pacer Advisors, Inc. | 275 | $44.5K | 0.00% | +58+26.7% | Added |
| Huntington National Bank | 291 | $47.1K | 0.00% | +275+1,718.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 302 | $48.9K | 0.02% | +302 | New |
| GAMMA Investing LLC | 341 | $55.2K | 0.01% | +61+21.8% | Added |
| Signaturefd, LLC | 363 | $58.7K | 0.00% | +55+17.9% | Added |
| CWM, LLC | 408 | $66.0K | 0.00% | −30−6.8% | Reduced |
| Harbour Investments, Inc. | 424 | $68.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 462 | $75.0K | 0.05% | −275−37.3% | Reduced |
| Bessemer Group Inc | 492 | $80.0K | 0.00% | +474+2,633.3% | Added |
| Trust Co of Vermont | 500 | $80.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 520 | $84.1K | 0.01% | −6−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 536 | $86.7K | 0.00% | +284+112.7% | Added |
| Archer Investment Corp | 540 | $87.4K | 0.03% | +540 | New |
| Tower Research Capital LLC (TRC) | 544 | $88.0K | 0.00% | −11,754−95.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 600 | $97.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 600 | $97.1K | 0.23% | – | – |
| CIBC Private Wealth Group, LLC | 621 | $99.2K | 0.00% | +621 | New |
| SYSTM Wealth Solutions LLC | 615 | $99.5K | 0.01% | +55+9.8% | Added |
| Kepos Capital LP | 686 | $110.0K | 0.03% | +13+1.9% | Added |
| GHP Investment Advisors, Inc. | 773 | $125.1K | 0.01% | −12−1.5% | Reduced |
| PEAK6 Investments LLC | 812 | $131.4K | 0.01% | −480−37.2% | Reduced |
| Umb Bank N A | 812 | $131.4K | 0.00% | +12+1.5% | Added |
| Close Asset Management Ltd | 820 | $133.0K | 0.00% | +23+2.9% | Added |
| Pacific Center for Financial Services | 854 | $138.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 879 | $142.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 880 | $142.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $145.6K | 0.04% | +900 | New |
| Parallel Advisors, LLC | 1,008 | $163.1K | 0.00% | +4+0.4% | Added |
| Quadrant Capital Group LLC | 1,045 | $169.1K | 0.01% | +23+2.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,091 | $176.6K | 0.03% | +393+56.3% | Added |
| Dundas Partners LLP | 1,146 | $185.0K | 0.01% | +246+27.3% | Added |
| BKM Wealth Management, LLC | 1,200 | $194.2K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,207 | $195.3K | 0.00% | +143+13.4% | Added |
| Lowe Wealth Advisors, LLC | 1,220 | $197.4K | 0.09% | −380−23.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,246 | $201.6K | 0.03% | +1,246 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,270 | $205.5K | 0.03% | +1,270 | New |
| Farther Finance Advisors, LLC | 1,288 | $205.7K | 0.01% | +1,239+2,528.6% | Added |
| HTLF Bank | 1,300 | $210.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,312 | $212.2K | 0.03% | −12−0.9% | Reduced |
| Portside Wealth Group, LLC | 1,322 | $213.9K | 0.04% | +1,322 | New |